News
Porsche Taycan win against Tesla Model S is suspicious, says veteran drag racer
Just recently, motoring publication Top Gear posted a video comparing the Porsche Taycan Turbo S to the Tesla Model S Performance. The publication featured a drag race between the two vehicles which ended with the Taycan taking the win from the Model S. The quarter-mile race seemed to be a clean win for the Porsche, but according to a veteran drag racer, there are some aspects of the race that were, to say the least, suspicious.
Brooks of DragTimes has extensive experience on the drag strip, being the owner of vehicles like the McLaren 720S and the new Ford GT. With a garage filled with high-performance cars and innumerable straight-line races under his belt, Brooks knows a thing or two about drag racing. His experiences with his Model S P100D also make him a veteran Tesla owner who knows all the quirks of the all-electric sedan inside out when launching from a straight line.
With this in mind, the veteran drag racer noted that there seems to be several things that are wrong about the results of Top Gear‘s quarter-mile race between the Porsche Taycan Turbo S and the Tesla Model S Performance. The motoring publication listed the Model S’ 0-60 mph time at 2.68 seconds, its 0-100 mph at 6.46 seconds, and its quarter-mile time at 11.08 seconds at 124.0 mph. The DragTimes host noted that this immediately rings some alarm bells, as the Model S Performance is known to clock 10.6-second quarter-mile times regularly.
But it gets stranger. Looking at the figures listed by Top Gear after the two vehicles’ drag race, it appears that the publication basically copy-pasted the exact same performance figures of the Model S from a race against a Mercedes AMG E63S from 2017. This, according to Brooks, is highly suspicious, since the chances of a vehicle having the exact same 0-60 mph, 0-100 mph, quarter-mile time, and trap speed in two different drag races are incredibly thin.
Apart from this, the DragTimes host argued that the Model S which raced against the Taycan Turbo S did not seem to be in Launch Mode. This is because the Model S squats when Launch Mode is engaged, something that did not seem to happen in Top Gear‘s video. The motoring publication did not seem to engage the full capabilities of Ludicrous Plus Mode as well, as the graphics on the vehicle’s MCU and instrument cluster do not feature the same settings as a Model S with its maximum performance enabled.
Top Gear noted that the Porsche Taycan Turbo S completed the quarter-mile in 10.69 seconds, which is 0.39 seconds faster than the Model S’ 11.08-second quarter-mile time. Brooks noted that in drag races, a 0.39-second gap would usually correspond to about four car lengths. This is pretty odd since in the Top Gear video, the Taycan Turbo S was only one car length ahead of the Model S Performance when it crossed the quarter-mile mark.
If the DragTimes host’s observations are correct, then it means that Top Gear misrepresented the Tesla Model S in its recent comparative video against the Porsche Taycan Turbo S. This is unfortunate, as the two vehicles are actually neck-in-neck, and they do feature quarter-mile performance that can make an exciting drag race. The Porsche Taycan Turbo S is a great vehicle too, and its two-speed gearbox will likely give it an advantage over the Tesla Model S Performance at high speeds.
Simply put, the Porsche Taycan Turbo S is a worthy competitor that has the potential to win against a Raven Tesla Model S Performance with Launch Mode and Ludicrous Plus fair and square. Misrepresentations, whether intentional or not, only do Porsche an injustice. The Model S deserves better, and the Taycan Turbo S does too.
Watch Brook’s breakdown of Top Gear‘s Porsche Taycan Turbo S vs Tesla Model S Performance drag race in the video below.
News
Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario.
Wedbush analyst Dan Ives is doubling down on Tesla’s (NASDAQ:TSLA) long-term upside. In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario, thanks to the company’s efforts to develop and push its artificial intelligence programs.
An aggressive valuation upside
Ives, Wedbush’s global head of tech research, stated in his post that Tesla is entering a pivotal period as its autonomy and robotics ambitions move closer to commercialization. He expects Tesla’s market cap to reach $2 trillion in 2026, representing roughly 33% upside from current levels, with a bull case up to a $3 trillion market cap by year-end.
Overall, Ives noted that 2026 could become a “monster year” for TSLA. “Heading into 2026, this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026… as the AI chapter takes hold at TSLA,” the analyst wrote.
Ives also reiterated his “Outperform” rating on TSLA stock, as well as his $600 per share price target.
Unsupervised Full-Self Driving tests
Fueling optimism is Tesla’s recent autonomous vehicle testing in Austin, Texas. Over the weekend, at least two Tesla Model Ys were spotted driving on public roads without a safety monitor or any other occupants. CEO Elon Musk later confirmed the footage of one of the vehicles on X, writing in a post that “testing is underway with no occupant in the car.”
It remains unclear whether the vehicle was supported by chase cars or remote monitoring, and Tesla has not disclosed how many vehicles are involved. That being said, Elon Musk stated a week ago that Tesla would be removing its Safety Monitors from its vehicles “within the next three weeks.” Based on the driverless vehicles’ sightings so far, it appears that Musk’s estimate may be right on the mark, at least for now.
News
Production-ready Tesla Cybercab hits showroom floor in San Jose
Tesla has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements.
Tesla has showcased what appears to be a near-production-ready Cybercab at its Santana Row showroom in San Jose, California, giving visitors the closest look yet at the autonomous two-seater’s refined design.
Based on photos of the near-production-ready vehicle, the electric vehicle maker has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements, making the vehicle look more polished and seemingly more comfortable than its prototypes from last year.
Exterior and interior refinements
The updated Cybercab, whose photos were initially shared by Tesla advocate Nic Cruz Patane, now features a new frameless window design, an extended bottom splitter on the front bumper, and a slightly updated rear hatch. It also includes a production-spec front lightbar with integrated headlights, new wheel covers, and a license plate bracket.
Notably, the vehicle now has two windshield wipers instead of the prototype’s single unit, along with powered door struts, seemingly for smoother opening of its butterfly doors. Inside, the Cybercab now sports what appears to be a redesigned dash and door panels, updated carpet material, and slightly refined seat cushions with new center cupholders. Its legroom seems to have gotten slightly larger as well.
Cybercab sightings
Sightings of the updated Cybercab have been abundant in recent months. At the end of October, the Tesla AI team teased some of the autonomous two-seater’s updates after it showed a photo of the vehicle being driven through an In-N-Out drive-through by employees in Halloween costumes. The photos of the Cybercab were fun, but they were significant, with longtime Tesla watchers noting that the company has a tradition of driving its prototypes through the fast food chain’s drive-throughs.
Even at the time, Tesla enthusiasts noticed that the Cybercab had received some design changes, such as segmented DRLs and headlamps, actual turn signals, and a splitter that’s a lot sharper. Larger door openings, which now seem to have been teasing the vehicle’s updated cabin, were also observed at the time.
Investor's Corner
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
Tesla analyst Dan Levy of Barclays realized one big thing about the stock moving into 2026: vehicle deliveries are losing importance.
As a new era of Tesla seems to be on the horizon, the concern about vehicle deliveries and annual growth seems to be fading, at least according to many investors.
Even CEO Elon Musk has implied at times that the automotive side, as a whole, will only make up a small percentage of Tesla’s total valuation, as Optimus and AI begin to shine with importance.
He said in April:
“The future of the company is fundamentally based on large-scale autonomous cars and large-scale and large volume, vast numbers of autonomous humanoid robots.”
Almost all of Tesla’s value long-term will be from AI & robots, both vehicle & humanoid
— Elon Musk (@elonmusk) September 11, 2023
Levy wrote in a note to investors that Tesla’s Q4 delivery figures “likely won’t matter for the stock.” Barclays said in the note that it expects deliveries to be “soft” for the quarter.
In years past, Tesla analysts, investors, and fans were focused on automotive growth.
Cars were truly the biggest thing the stock had to offer: Tesla was a growing automotive company with a lot of prowess in AI and software, but deliveries held the most impact, along with vehicle pricing. These types of things had huge impacts on the stock years ago.
In fact, several large swings occurred because of Tesla either beating or missing delivery estimates:
- January 3, 2022: +13.53%, record deliveries at the time
- January 3, 2023: -12.24%, missed deliveries
- July 2, 2024: +10.20%, beat delivery expectations
- October 3, 2022: -8.61%, sharp miss due to Shanghai factory shutdown
- July 2, 2020: +7.95%, topped low COVID-era expectations with sizeable beat on deliveries
It has become more apparent over the past few quarters that delivery estimates have significantly less focus from investors, who are instead looking for progress in AI, Optimus, Cybercab, and other projects.
These things are the future of the company, and although Tesla will always sell cars, the stock is more impacted by the software the vehicle is running, and not necessarily the vehicle itself.
Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
Production-ready Tesla Cybercab hits showroom floor in San Jose
