Paul Pfanner, whose OnCars team helped introduce the Model S in 2009, looks past Tesla's flying Roadster at the robots now being built where that car was made, and at an ambition with no apparent ceiling.

The car brands you grew up with are being repriced all at once, and the sport that depends on them hasn't gotten the invoice yet. Paul Pfanner on Porsche, the yen, China, and a pattern he has watched form before.