ELECTREK PODCAST: TESLA EARNINGS, NEW MANUFACTURING TECH, SOLAR, AND MORE

EV Channels Review

This episode of the Electrek Podcast delves into Tesla's Q2 2019 earnings, revealing a larger-than-expected loss but a record cash reserve of $5 billion. The discussion highlights concerns over Tesla's forecasting credibility and the impact of end-of-quarter delivery rushes on profit margins. A significant development is the departure of CTO and co-founder JB Straubel from his executive role to an advisory position, a move seen as a major news item potentially impacting the company's technological direction. The podcast also covers Tesla's manufacturing innovations, including a new wiring architecture and a large casting machine for the Model Y, aiming to simplify production and reduce costs. Model Y production is confirmed to be on track for Fall 2020 at the Fremont factory. The review touches on Tesla Energy's growth in storage solutions while solar installations remain down, though a new 24-hour solar deployment process is introduced. Finally, the episode touches on the Ford F-150 electric prototype's impressive towing demonstration and Tesla's price adjustments for its Full Self-Driving package.