Ride the Lightning: Tesla and EV Podcast

Episode 508: Analyzing Tesla’s Q1 Earnings Call

Apr 27, 2025
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INSIGHT

Tesla Sees Political Impact on Demand

  • Tesla acknowledges political sentiment is negatively affecting near-term demand.
  • This reveals external factors impact Tesla beyond product transitions.
INSIGHT

Cybertruck Profitability Rising

  • The Cybertruck is already profitable and costs continue to decrease.
  • This boosts confidence in Tesla's ability to scale new vehicle lines efficiently.
INSIGHT

Shanghai’s Record Production Ramp

  • Giga Shanghai achieved the fastest Model Y production ramp ever, in 6 weeks.
  • This sets high expectations for smoother future Tesla vehicle refresh transitions.
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