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Tesla Model S vs Porsche Taycan comparison finally hits the nail on the head
For the longest time, the Tesla Model S and the Porsche Taycan have been compared in a manner that one would not necessarily be considered completely fair. Some would focus on the badge and build quality and automatically give the win to Porsche, while some would focus on tech and driver-assist features and give the win automatically to Tesla. But giving the crown of the best luxury EV on the market today is no joke, and comparing these two vehicles requires a deep dive.
This is something that Roadshow was actually able to accomplish recently. In a video shared on its YouTube channel, the motoring publication compared the Model S and the Taycan on five fronts: Range and Charging, Acceleration, Handling, Design, and Price and Value. Using this metric, the publication was able to reach a result that is actually very fair to both vehicles.
First up is range and charging, and in this sense, there is really no contest. Tesla’s years of work on battery research has paid off in spades, and this is shown by the Model S’ nearly 400-mile range. The Supercharger Network is icing on the cake, providing the Model S with a convenient way to charge its batteries during road trips. The Taycan has a tendency to exceed its EPA range figures, and it’s supported by a vast charging network too. But compared to Tesla’s raw range and Supercharger Network, the gap is simply too big. One win for Tesla.
Acceleration is something that both vehicles excel at. In this sense, Roadshow noted that the top-tier versions of the two premium EVs, the Model S Performance and the Taycan Turbo S, are both insanely quick. The Taycan Turbo S is rated by Porsche with a 0-60 time of 2.6 seconds, but tests from publications have recorded the vehicle hitting 2.4 seconds instead. This was originally faster than the Model S Performance’s 2.5 seconds, but after Tesla’s Cheetah Stance Launch Mode update, the flagship sedan could now hit 60 mph in 2.3 seconds instead. That’s another win for Tesla, but only just.
Things change when handling is discussed. While both are large vehicles, Roadshow noted that the Taycan simply feels much better to throw around corners. This is where Porsche’s pedigree comes to light as a veteran sports car maker, since the Taycan simply feels a lot lighter than its over 5,000-pound weight. The Model S Performance handles great too, but when thrown into the same corners at the same speed as the Taycan, the Tesla’s large size simply becomes more evident. The Taycan wins this round.
Design is also something that was given to the Porsche. After all, the Model S has pretty much retained its design since its first iteration that was rolled out eight years ago. Save for a facelift, the Model S is still the same car that broke barriers back in 2012. Thus, the Taycan simply feels much newer and more fresh in this sense. The fact that the Taycan’s interior is filled to the brim with premium materials worthy of its price also adds to its edge against the Tesla Model S.
But when it comes to the price and value of the two vehicles, it is difficult not to be impressed by the Tesla Model S. Roadshow opted to compare the Taycan 4S and the Model S Long Range, which are the more conservatively priced and specced versions of the two cars. But even then, a fully loaded Model S Long Range is still cheaper than a Taycan 4S that is so basic, it doesn’t even have adaptive cruise control. This, ultimately, proves that eight years on, Tesla’s flagship sedan still has a lot of fight left in it, and it’s not about to give up its crown easily either.
Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”
Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.
His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’
Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.
He writes:
“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”
Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.
This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.
One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.
Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:
“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”
Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.
Elon Musk
Donald Trump turns to Elon Musk and Starlink amid Iran internet blackout
Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran.
Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran, as authorities in the country implement an internet blackout amid nationwide anti-government protests.
Trump points to Starlink
Speaking to reporters in Washington, Trump said Musk would be well-suited to help restore connectivity in Iran, citing his experience operating large-scale satellite networks, as noted in a Reuters report. “He’s very good at that kind of thing, he’s got a very good company,” Trump said.
Iran has experienced a near-total internet shutdown for several days, severely limiting the flow of information as protests escalated into broader demonstrations against the country’s rulers.
Starlink has previously been used in Iran during periods of unrest, allowing some users to access the global internet despite government blocks. Neither Musk nor SpaceX immediately commented on Trump’s remarks, but Musk has publicly supported efforts to provide Starlink access to Iranians during earlier periods of unrest.
Renewed Trump–Musk ties
Trump’s comments come amid a thaw in his previously strained relationship with Musk. The two had a public falling-out last year over domestic policy disagreements but have since appeared together publicly, including at Trump’s Mar-a-Lago resort. The renewed ties now intersect with foreign policy, as Starlink has become a strategic tool in regions facing censorship or conflict.
The satellite service has also played a prominent role elsewhere, most notably in Ukraine, highlighting both its potential impact and the political sensitivities surrounding its use. In Iran, Starlink support previously followed coordination between Musk and U.S. officials during protests in 2022.
The current internet blackout in Iran has drawn international attention, with rights groups estimating hundreds of deaths and thousands of arrests since demonstrations intensified late last year. Iranian authorities have not released official casualty figures, and outside verification remains limited due to restricted communications.
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Tesla China’s domestic sales fell 4.8% in 2025, but it’s not doom and gloom
Despite the full-year dip, Tesla finished the year with record domestic sales in December.
Tesla posted 625,698 retail vehicle sales in China in 2025, marking a 4.8% year-on-year decline as the EV maker navigated an increasingly competitive EV market and a major production transition for its best-selling vehicle.
Despite the full-year dip, Tesla finished the year with record domestic sales in December.
Retail sales slip amid Model Y transition
Tesla’s 2025 retail sales in China were down from 657,102 units in 2024, when the company ranked third in the country’s new energy vehicle (NEV) market with a 6.0% share. In 2025, Tesla’s share slipped to 4.9%, placing it fifth overall, as noted in a CNEV Post report.
Part of the decline seemed tied to operational disruptions early in the year. Tesla implemented a changeover to the new Tesla Model Y in the first quarter of 2025, which required temporary production pauses at Giga Shanghai. That downtime reduced vehicle availability early during the year, weighing on the company’s retail volumes in China and in areas supplied by Giga Shanghai’s exports.
China remained one of Tesla’s largest markets, accounting for 38.24% of its global deliveries of 1.64 million vehicles in 2025. However, the company also saw exports from Giga Shanghai fall to 226,034 units, down nearly 13% year-on-year. It remains to be seen how much of this could be attributed to the Model Y changeover and how much could be attributed to other factors.
Strong December 2025 finish
While the full-year picture showed some contraction, Tesla closed 2025 on a high note. According to data from the China Passenger Car Association (CPCA), Tesla China delivered a record 93,843 vehicles domestically in China in December, its highest monthly total ever. That figure was up 13.2% from a year earlier and 28.3% higher than November.
The surge was driven in part by Tesla prioritizing domestic deliveries late in the year, allowing buyers to lock in favorable purchase tax policies. In December alone, Tesla captured 7.0% of China’s NEV market and a notable 12.0% share of the country’s battery-electric segment.
On a wholesale basis, Tesla China sold 851,732 vehicles in 2025, down 7.1% year-on-year. From this number, 97,171 were from December 2025 alone. Tesla Model 3 wholesale figures reached 312,738 units, a year-over-year decrease of 13.12%. The Tesla Model Y’s wholesale figures for 2025 were 538,994 units, down 3.18% year-over-year.
Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’
Donald Trump turns to Elon Musk and Starlink amid Iran internet blackout
