PODCAST: TESLA Q2 DELIVERY RESULTS, AUTOPILOT REWRITE, NIKOLA BADGER, AND MORE

EV Channels Review

This episode of the Electrek Podcast delves into Tesla's Q2 2020 delivery results, which significantly beat expectations, highlighting the company's resilience amidst the pandemic. The discussion touches upon Elon Musk's internal email regarding breaking even and the stock's impressive surge past $1,200, prompting debate on its valuation. The hosts also analyze the challenges faced by other EV startups like Nikola, Karma, and Byton, contrasting their struggles with Tesla's apparent dominance. A significant portion is dedicated to Tesla's Autopilot rewrite, with a projected release of new functionality in 2-4 months, though the timeline for true self-driving and robo-taxis remains uncertain. The FSD price increase to $8,000 is discussed, with speculation on its impact on take rates and Tesla's financials. The podcast also briefly covers the proposed US zero-emission vehicle bill, the Nikola Badger's reservation strategy, the Porsche Taycan RWD's limited market availability, the upcoming Nissan Ariya, and Lucid Air's aerodynamic achievements.