PODCAST: TESLA RECORD EARNINGS, DELAYS, SOFTWARE UPDATE, ELON MUSK APPLE CEO RUMORS, AND MORE

EV Channels Review

This podcast episode delves into Tesla's Q2 2021 earnings, revealing a significant profit beat but also highlighting production challenges, particularly with the new 4680 battery cells. These cell production issues are directly linked to anticipated delays for the Cybertruck, Tesla Semi, and potentially the new Model Y variants in Texas and Berlin. The discussion also touches on Elon Musk's rumored demand to be Apple CEO during acquisition talks, a story the hosts largely dismiss as unsubstantiated. A significant portion is dedicated to Trevor Milton's indictment for fraud, with the hosts agreeing that this serves as a crucial warning to the SPAC-fueled EV market. Furthermore, Tesla's evolving retail strategy, moving away from high-rent mall locations towards more cost-effective warehouses and remote advisors, is detailed. Finally, the episode covers Tesla's latest software update, which includes Disney+, Car Wash Mode, and hotspot functionality, alongside pricing and configurator details for the Megapack and upcoming Mercedes-Benz EVs at the IAA show.