ELECTREK PODCAST: TESLA Q1 PRODUCTION AND DELIVERIES, AUTOPILOT HW3, TESLA SEMI, AND MORE

EV Channels Review

The Electrek Podcast discusses Tesla's Q1 2019 production and delivery numbers, revealing a significant drop in deliveries compared to production, attributed to logistical challenges in Europe and China, and erratic pricing strategies. While Model 3 deliveries were down, the podcast highlights its strong performance in European markets like Norway and the Netherlands, despite only higher-end trims being available. A major point of contention is the delayed and seemingly non-existent $35,000 standard range Model 3, with Tesla offering no clear communication on its status. The discussion also touches on the production of Autopilot Hardware 3.0 and the upcoming Autopilot Investor Day. Model S and X sales have seen a substantial decline, with the Model 3 being identified as a primary cause of cannibalization, though potential hardware and design refreshes later in the year are expected to boost their appeal. The Tesla Semi's production is also back in focus, with expectations for clearer plans soon. Finally, the podcast briefly covers the Audi e-tron's EPA rating and GM's struggles with its EV strategy.