Elon's decision to fire the entire Supercharger team because they weren't reducing the workforce quickly enough seems impulsive and rushed.

These employees had significant experience in planning, building, and maintaining the Supercharger network. By letting them go, Tesla risks

It's surprising that Tesla just laid off over 500 people from the Supercharger team, especially since they're supposed to be expanding the Supercharger network to keep up with the growing number of Teslas on the road. It makes no sense.

Here's my theory: Tesla's 4680 battery

I use Vehicle Identification Numbers (VINs) to calculate Tesla's production. The data shows what's happening with production but it doesn't show why something is happening.

So, in Q1, when Model 3 production at the Fremont factory was much lower than usual, I assumed it was due

In terms of deliveries, Tesla's biggest challenge in Q2 is expected to be Model 3 demand in the US due to the tax credit situation. The Standard Range and Long Range versions of the Model 3 don't qualify for the $7,500 tax credit, making them more expensive than the same Model Y

Hi everybody. Tesla Delivery Estimates for Q2 2024 were as follows 12 days ago on Apr 16:

• My Estimate: 418,000
• Analyst Consensus: 479,000

I've just posted a new update on Patreon that includes new DMV VIN data: patreon.com/posts/q2-2024-…

Also, feel free to check out my

Hi everybody. Update #2 for Tesla's Q2 Production and Deliveries is out: patreon.com/posts/q2-2024-…

This update includes new DMV VIN data up to April 25, which shows Tesla's production for each model at each factory in the US. There's some good news, but there's also some bad news.

It's fine to show the price after applying the federal tax credit, but gas savings shouldn't be included by default. Adding gas savings to the advertised price seems a bit shady.

For context, check out Tesla's homepage: tesla.com

Tesla stopped doing this in Europe

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.