IMO, Elon/Tesla's response to the Taycan Nurburgring lap times, culminating in his tweet about next year's S,X *major* upgrade has turned into one big clusterf***, which will cause more pain for Tesla and TSLA in the short term. Elon should have never have let Porsche taunt him on this issue. Teslas don't have to beat every EV and car on every metric. Did the Model S really need to better the Nurburgring time? — we all know that the Roadster can beat it. Teslas are already superior on a number of performance and practical metrics. And it was clear that the Taycan, despite the Nurbergring claim, was *overall* inferior to Model S. Elon and fans already noted this, and Elon even complimented Porsche on the Nurbergring achievement. Should have left it on that cordial note and moved on. A minor win for Porsche that would have soon faded from the consumers mind.
Instead, now what has happened?
(A) Everybody now knows that the stock, production S clearly can't beat the Taycan Nurbergring time. A minor disadvantage, that hardly matters to most customers, has been turned into a big deal for all to see.
(B) More importantly, after months of downplaying S,X upgrades, and sales finally starting to turn up, once again an impending S,X upgrade is thrown into the spotlight. And this time, it is not a rumor started by Fred at Electrek; it is straight from the horse's mouth. An S,X *major upgrade* is officially on record. This is now again going to negatively impact (Osborne) S,X sales over the next year. In a single tweet, Elon undid months of work and naysaying. And do we really believe that there won't be a delay of more than a year? Pray not. The longer the delay, the longer S,X sales suffer.
And all for what? So that everyone now knows that Teslas will *eventually* beat the Taycan Nurbergring time. Yay!