RT @eliasmrtnz1: Fsd needs to handle trailers better. It didn't account for this trailer cutting back into my lane during the truck's turn.….

Elon spent a lot of time on the earnings call reframing things differently.

"A modern black glass house with warm lighting, nestled among tall trees beside a tranquil river in a misty forest.". Create images and videos in seconds with Grok Imagine.

Here’s how Bitcoin impacted Tesla’s earnings:. Other income (expense), net: This line reflects the Bitcoin gain or loss based on the price change between March 31 and June 30. For Q2, it should be +$283 million, but Tesla reported +$320 million because other items were included.

Hi everyone. The actual numbers are in. Non-GAAP EPS:.• Analyst Consensus: $0.39.• Actual: $0.40.• My Estimate: $0.42. The last three columns show the actual results, my estimates, and the analyst consensus.

Hi everyone. Here’s my detailed calculation for Tesla's Q2 2025 earnings:. Non-GAAP EPS:.• Analyst Consensus: $0.39.• My Estimate: $0.42. The last two columns show my estimate and the analyst consensus.

The blue dots around $60,000 are Model Y Classic Long Range AWD with the $7,500 FSD option. That’s why they are more expensive than the Performance versions (shown in red) without FSD. It’s also possible to calculate the FSD take rate using this chart. I’ve done this for the.

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Hi everyone. The chart shows Model Y sales prices in the US based on DMV data. Each dot represents a vehicle, and each color shows a different trim level. The most interesting part is that some Performance versions (shown in red) were so heavily discounted at the end of Q4 2024

Hi everyone. The chart shows Tesla’s actual sales in Europe, based on vehicle registration data from 25 countries. In Q2 2025, Tesla sold 55,924 units in Europe, up 4% quarter-over-quarter, but down 29% from 78,417 units in Q2 2024.

We now have most of the data for Q2. Here is the updated table based on the latest registration data. I also updated this public spreadsheet:. Tesla Production & Delivery History:

RT @SawyerMerritt: I just spent hours reviewing the final version of Trump’s “Big Beautiful Bill,” which he will sign into law in the comin….

I asked Grok, and it agrees with my interpretation.

Trump’s “Big Beautiful Bill” will eliminate Tesla’s US regulatory credits, also known as Zero Emission Vehicle (ZEV) credits. Under the current system, automakers failing to meet zero-emission vehicle quotas must either pay a fine or purchase credits from companies like Tesla,

Based on my research, including Tesla’s stripped-down Model 3 RWD in Mexico and the stripped-down Cybertruck Long Range RWD in the US, here’s what’s likely to be removed from the stripped-down Model Y Tesla might release soon:. ❌ No heated front or rear seats.❌ No ventilated.

The table on the left shows my error rate. The one on the right shows the analyst consensus. My error rate is still lower than the consensus over the past 6, 8, 12, and 16 quarters, but the gap is narrowing. I’m not happy with that. I need more accurate results going forward,

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For maximum transparency, here’s my delivery error rate versus the analyst consensus (based on Tesla’s survey, also known as the company-compiled consensus) over the past 16 quarters. Today’s result was my largest miss in the last four years.

Tesla deliveries were down by 50,129 units in Q1 and 59,834 units in Q2 2025 year-over-year. Q3 will also be challenging, as last year’s Q3 was strong with 462,890 units delivered. However, Tesla may soon launch a stripped-down Model Y, which it hopes will improve sales.

Tesla deliveries fell 13.5% year-over-year in Q2 2025, the largest decline in the company's history. This follows a 13.0% drop in Q1 2025. Still, the decline this quarter was smaller than many, including myself, had expected.

This is my initial calculation for Tesla’s regional deliveries in Q2 2025. I’ll update the table as more registration data becomes available over the next few days.

Both deliveries and production were much higher than I estimated. I was expecting a 19.8% year-over-year decline, but sales fell by only 13.5% compared to last year's Q2. Tesla Deliveries in Q2 2025:.• My estimate: 356,000.• Analyst consensus: 385,086.• Actual: 384,122.• Q2

Here are my final Tesla delivery estimates for this quarter. I’m aiming for a lower error rate than my 3.0% average over the last 12 quarters. Tesla Delivery Estimates for Q2 2025:.• My estimate: 356,000.• Analyst consensus: 385,086.• Q2 2024 deliveries: 443,956. The analyst