PODCAST: TSLA Q1 EARNINGS, TESLA POWERWALL 2+, ELON ON FSD, AND MORE

EV Channels Review

This episode of the Electrek Podcast delves into Tesla's Q1 2021 earnings, revealing a mixed financial picture. While the company met earnings expectations, revenue fell slightly short. A significant portion of profits came from regulatory credits and, notably, Bitcoin sales, which the hosts discuss as a point of contention for naysayers. The podcast highlights the Model 3's achievement as the world's best-selling premium sedan and provides a breakdown of Model 3 versus Model Y sales, indicating the Model Y is still ramping up. Updates on the new Model S and Model X deliveries are provided, with Elon Musk expecting deliveries to start soon and in Q3, respectively, alongside plans for increased production volumes. The discussion also covers the "Powerwall 2 Plus" with enhanced power output, Elon Musk's hype around the FSD Beta v9 update focusing on computer vision and probability distribution, and the departure of Tesla's UI design head, which revealed unseen Cybertruck and FSD interface images. The potential benchmarking of the Cybertruck against the Ram TRX and Tesla's commitment to powering Superchargers with renewable energy in 2021 are also touched upon. Finally, the hosts analyze a study on EV owners returning to gas, attributing it largely to charging accessibility issues and specific low-range vehicles like the Fiat 500e, while noting Tesla owners show high brand loyalty.