PODCAST: TESLA Q1 RESULTS, MODEL 3 LUDICROUS, SILVERADO EV RST ELECTRIC PICKUP, MORE

EV Channels Review

The Electrek Podcast discusses Tesla's disappointing Q1 2024 delivery results, which fell significantly short of expectations and marked a year-over-year decline. The hosts attribute this to several factors, including the production ramp-up of the updated Model 3 and disruptions from the Red Sea conflict and an arson attack in Berlin. Despite these excuses, the significant increase in inventory is a concern. The podcast also touches on Tesla's deep discounts in the US and the reinstatement of the Full Self-Driving transfer offer, questioning its use as a sales incentive. A major point of discussion is the anticipated launch of the Model 3 Ludicrous, with prototypes spotted and an event held, yet no official release. The conversation shifts to the Chevrolet Silverado EV RST, highlighting its impressive 440-mile range and features, comparing it favorably to the Cybertruck in terms of range and price. Other topics include BYD's upcoming pickup, CATL's new long-life battery, Toyota's lagging EV sales compared to Hyundai and Kia, Rivian's flat Q1 deliveries, and Ford's EV sales growth despite delaying its three-row SUV. The hosts also debate the potential slowdown in the EV market, arguing that while growth has decelerated, the market is still expanding significantly.