PODCAST: TESLA EARNINGS REVIEW, MODEL 3 TIMELINE-GATE, ROADSTER PUBLICITY STUNT, MORE

EV Channels Review

This podcast episode delves into Tesla's Q4 earnings, revealing record revenue but also a significant loss per share, which, while not exceeding Wall Street's expectations, was still substantial. A key point of discussion is the delay in Model 3 delivery timelines, particularly for the standard battery pack and all-wheel-drive configurations, pushing many US customers into late 2018 or even early 2019. This shift is attributed to production challenges, specifically with battery module assembly, and a strategic focus on higher-margin configurations like the long-range variant. The hosts express frustration over the delayed $35,000 price point, now expected at least a year after initial production. Despite these production hurdles, the episode highlights Tesla's successful Falcon Heavy launch as a publicity stunt and discusses the promising expansion of Tesla's energy products, particularly the Powerwall project in South Australia, which is creating a virtual power plant and significantly reducing costs associated with peak energy demand.