TESLA J.D. POWER INITIAL QUALITY SCORES LOW, TSLA DELIVERY EXPECTATIONS RISE, AMAZON BUYS ZOOX

EV Channels Review

This episode delves into Tesla's Q2 delivery expectations, analyst updates from Deutsche Bank and RBC Capital, and Elon Musk's recent tweets. A significant portion is dedicated to analyzing the J.D. Power 2020 Initial Quality Study, where Tesla ranked last among brands with 250 problems per 100 vehicles. The reviewer critically examines the study's methodology, highlighting that J.D. Power's 'problems' can include design preferences rather than actual defects, and that Tesla's participation is limited to 35 states. The analysis suggests that Tesla's high technology integration, particularly in infotainment, contributes to a higher problem count, but this doesn't necessarily reflect poor underlying quality, especially when compared to the 'Appeal' study. The episode also touches on California's new zero-emission truck regulations and Amazon's acquisition of Zoox, framing it within the broader context of the evolving transportation market and data acquisition.