PODCAST: TESLA'S RECORD EARNINGS, TESLA MOBILE CHARGER NO LONGER FREE, BMW I7, AND MORE

EV Channels Review

This podcast episode delves into Tesla's record Q1 2022 earnings, highlighting significant beats in revenue and profit, even after accounting for regulatory credits. The discussion emphasizes Tesla's impressive automotive gross margin of 32.9%, achieved through price increases and cost reductions per vehicle, despite rising material costs. The hosts question the justification for price hikes when costs are decreasing, attributing it to high demand and limited supply. The conversation also covers the removal of the mobile charger from new Tesla vehicles, with evidence suggesting higher usage than Elon Musk claimed, and the potential benefit for competitors like ChargePoint. Additionally, the episode touches on Elon Musk's progress with Twitter financing, Tesla's use of cobalt-free LFP batteries in half of its new cars, the unveiling of the BMW i7 with over 300 miles of WLTP range, and the ongoing debate surrounding Tesla's Full Self-Driving (FSD) data transparency, with the hosts expressing skepticism about FSD's near-term viability and Tesla's reluctance to share performance metrics.