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Tesla’s next-gen Roadster will have a rival when it enters production, and it’s German-bred
Just like the Model S and the Model 3, Tesla’s next-generation Roadster has the potential to disrupt an industry. In the case of the Roadster, this would be the supercar market — a segment dominated mainly by premium, high-performance vehicles from Europe. With its specs and its price, the Roadster would likely start making waves among supercar enthusiasts once it enters production sometime in 2020.
If recent reports from Germany are any indication, though, a legitimate rival to Tesla’s “hardcore smackdown” to gasoline cars would be waiting for it when it starts rolling off the production floor. In an announcement earlier this month, German automaker Audi noted that it would be bringing its next-generation PB18 e-tron all-electric supercar to low-volume production. With just around 50 units of the vehicle expected to be built, the PB18 e-tron would likely arrive at the market just in time, or even ahead, of the next-gen Tesla Roadster.
Audi’s PB18 e-tron supercar was unveiled last summer, with the German carmaker hyping the vehicle as a car equipped with the best technologies available today, such as an 800-volt charging system and solid-state batteries that can be fully charged in 15 minutes. At the recently-held Mission Zero Event in Amsterdam, Audi boss Bram Schot announced that the supercar, which was initially speculated to be a one-off prototype, would actually be entering low-volume production.
In a press release for the PB18 e-tron, Audi noted that the supercar would be equipped with three electric motors that deliver a power output of 150 kW to the front axle and 350 kW to the rear. Maximum output for the vehicle is 500 kW, though drivers can boost this to 570 kW during operation. Thanks to the electric motors’ combined torque of up to 830-newton meters (612.2 lb-ft), the German-bred electric supercar can accelerate from 0-60 mph in “scarcely more than 2 seconds.”
While certainly impressive, though, Audi’s upcoming all-electric supercar does fall short when compared to some of the next-generation Tesla Roadster’s specs. The Audi PB18 e-tron, for one, comes with a 95 kWh battery pack, which the company states will give the vehicle 500 km (310 miles) of range per charge. The next-generation Tesla Roadster, on the other hand, is equipped with a 200 kWh battery pack that gives the vehicle a range of 1000 km (620 miles) per charge. That said, Audi’s upcoming all-electric supercar is also capable of 350 kW charging, which should make up for the vehicle’s otherwise average range.
Tesla’s next-generation Roadster. (Photo: Tesla)
Performance figures aside, the Audi PB18 e-tron would likely be priced higher than the Tesla Roadster. With a limited production of just 50 vehicles, Audi could charge top dollar for its all-electric supercar. Thus, it would not be surprising if the PB18 e-tron ends up commanding a price closer to the Rimac C_Two (also a low-volume all-electric supercar priced at $2.1 million) than its Silicon Valley-bred rival. In this sense, the next-generation Tesla Roadster would still be far more attainable than the PB18 e-tron, considering the vehicle’s starting price of $200,000 for the base variant.
Elon Musk notes that the next-generation Tesla Roadster is a supercar designed to take away the halo effect that gas cars have in the performance segment. In classic Elon Musk form, though, the Tesla CEO has announced some pretty crazy ideas for the upcoming vehicle, including a “SpaceX package” that would allow the Roadster to have “hovering” abilities. The base version of the next-gen Tesla Roadster already boasts a 0-60 mph time of 1.9 seconds and a top speed above 250 mph. With the SpaceX package, the vehicle’s specs would likely look, quite literally, out of this world.
Watch Audi’s teaser for the PB18 e-tron supercar in the video below.
https://youtu.be/el-4dupoIWg
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Tesla needs to come through on this one Robotaxi metric, analyst says
Tesla gets bold Robotaxi prediction from Wall Street firm
