PODCAST: TESLA GOING ALL OUT, ROADRUNNER SECRET PROJECT, CYBERTRUCK, AND MORE

EV Channels Review

This podcast episode delves into Tesla's Q2 delivery push, fueled by an internal 'all out' email from Elon Musk. While initial predictions were grim due to the pandemic, the hosts suggest Tesla might achieve near-record deliveries, driven by strong Model Y demand, particularly from China. The discussion also touches on the potential for Tesla to achieve profitability in Q2, a key requirement for S&P 500 inclusion, despite significant price cuts. A major focus is the 'Roadrunner' project, with Tesla publicly acknowledging its battery manufacturing facility in Fremont. The episode also covers updates to Model S and X Supercharging speeds, a first-hand look at the Cybertruck prototype highlighting its polarizing design and unique features, and a critical retrospective on the Chevy Bolt's shortcomings in range and charging speed, contrasting it with GM's future EV plans. Finally, the Lordstown Endurance pickup prototype is reviewed, noting its innovative hub motors but also expressing skepticism about its production timeline and design, while a DOE study on EV charging cost savings and Ford dealer markups on the Mustang Mach-E are also discussed.