I have new VIN data. There's some good news, but there's also some bad news. I'll probably post an update about Tesla's Q2 deliveries either today or tomorrow.

Some Tesla fans think Elon said Tesla will release the affordable car (also known as the compact car, the Model 2, or the $25,000 car) in early 2025. But that's not actually what he said. He said they will use the existing production lines to release new models including more…

Anyone who listened to the Q1 earnings call and read the shareholder deck thoroughly and without bias must have understood by now that Tesla is going to become the biggest company in the world, and this is not fanboy talk but a sober and rational analysis. Of course, it is still…

Tesla Beat #50: Tesla Earnings, CyberCab, New Vehicle production & More w/ mysef @sjvtesla @thejefflutz @hanscnelson twitter.com/i/broadcasts/1gqGvQXNnkQKB