News
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 Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
