Ride the Lightning: Tesla and EV Podcast Episode 521: Q2 Earnings Call Recap, Highlights, and Analysis
18 snips
Jul 27, 2025 
Franz von Holzhausen, Tesla's Chief Designer, shares exciting insights following the Q2 earnings call. He discusses key developments like the launch of a robo-taxi service and highlights the demand for Tesla's energy products. Franz also dives into the challenges faced in global markets and how upcoming innovations will impact production efficiency. The conversation includes updates on the expanding supercharger network and ambitions for Full Self-Driving technology, setting the stage for Tesla's future growth.
AI Snips
Chapters
Books
Transcript
Episode notes
Tesla Diner Experience
- Ryan McCaffrey visited the Tesla Diner on its second day open and was blown away by the experience and food quality.
- He created a 40-minute detailed review episode unlocked for all to share his enthusiasm.
Tesla's Q2 Revenue Dynamics
- Tesla's Q2 2025 revenue decreased due to lower vehicle deliveries and regulatory credit revenue. Energy and services segments, including supercharging, continue to grow and sustain the business.
- Tesla retains a strong cash reserve of $36.8 billion, cushioning it against market uncertainties.
Affordable Model Y Internal Build
- Tesla began internal production of a more affordable Model Y in June 2025.
- Volume availability is planned for Q4 2025 amid efforts to minimize complexity and maximize production before the Inflation Reduction Act credit expires.
