Ride the Lightning: Tesla and EV Podcast Episode 531: Tesla's Monster Q3 Numbers Are In
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Oct 5, 2025 Tesla has shattered its delivery records just as the federal EV tax credit is fading. The newly launched Model Y Performance comes with exciting features, like vehicle-to-load capabilities. Insider leaks hint at a more affordable Model Y Standard, set at $39,990. Interesting metrics reveal Tesla's Supercharger stations served a remarkable number of burgers! There's also speculation about Q4 trends and potential price changes. Plus, listeners weigh in on everything from color theories to winter settings, making for a lively discussion.
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Supercharger Network Rapid Growth
- Tesla added 4,000 new Supercharger stalls in Q3, an 18% year-over-year network growth.
- Superchargers delivered 1.8 TWh in Q3, a 29% year-over-year increase driven by more Teslas and non-Tesla EVs using the network.
The 'Tesla Burgers' Q3 Tally
- Tesla's Supercharger diner sold 50,000 'Tesla burgers' in Q3 after opening July 21.
- Ryan ate two of those burgers and wants Tesla to keep publishing the burger stat each quarter.
Record Deliveries And Inventory Drawdown
- Tesla reported Q3 production of ~447,000 and deliveries of ~497,000, setting an all-time deliveries record.
- Deliveries exceeded production by ~11% as Tesla cleared inventory ahead of the federal tax credit sunset.