Q2 2025 was a seminal point in Tesla’s history: the beginning of our transition from leading the electric vehicle and renewable energy industries to also becoming a leader in AI, robotics & related services (hi @robotaxi)
We officially launched our Robotaxi service in Austin in June, with our camera-only architecture with neural networks trained on data from our global fleet of millions of vehicles.
Q2 Highlights
North America
– Test drives in North America are up 20% sequentially (as you know, butts in seats ...)
– Model Y is becoming more accessible with the recent launch of Model Y RWD, which starts at under $45k with 357 miles of range
APAC
– We achieved record delivery volumes in South Korea 🇰🇷 (@Tesla_Korea), Malaysia 🇲🇾, the Philippines 🇵🇭 & Singapore 🇸🇬
– In July, we launched the Model Y in India 🇮🇳, marking our entry into the world’s third-largest car market @Tesla_India
– New Model 3 earned a 5-star Overall Safety Rating from ANCAP, achieving 95% in the Child Occupant Protection pillar – the highest result recorded to date against ANCAP’s 2023-2025 criteria
– We continue to prepare for broader release of FSD Supervised in China 🇨🇳 this year (pending regulatory approval)
EMEA
– Model Y was the best-selling vehicle in Norway 🇳🇴 year-to-date & in Türkiye🇹🇷 , the Netherlands 🇳🇱, Switzerland 🇨🇭 & Austria 🇦🇹 in June
– New Model 3 achieved a 5-star Overall Safety Rating from EuroNCAP & is the safest car in Europe (based on the latest EuroNCAP test scores)
– We continue to prepare for the launch of FSD Supervised in Europe this year (pending regulatory approval)
AI Software & Hardware @Tesla_AI
– World's first autonomous delivery to a customer with a new production Model Y driving itself ~30 minutes from the factory across town to its new owner's home, including on highways
– We expanded AI training compute with an additional 16k H200 GPUs at Gigafactory Texas, bringing Cortex to a total of 67k H100 equivalents
Battery, Powertrain & Manufacturing
– Our lithium refining & cathode production plants remain on track to begin production in 2025, on-shoring production of critical battery materials to the US
– We are on course to begin domestic production of our first LFP cells for our energy storage products later this year
Energy generation & storage
– Record Powerwall deployments for the fifth consecutive quarter
– Gross profit increased sequentially & year-over-year, reaching a record of $846 million
– We started deploying @Tesla_Megapack from Megafactory Shanghai as the ramp continues as planned
Services & other
– We added over 2,900 net new Supercharging stalls, growing the network 18% year-over-year @TeslaCharging 🔋
One of the most impressive parts of Tesla’s Diner is the ingredients that they have sourced.
This isn’t like any other fast food place. Tesla has sourced sustainable, organic ingredients that are actually good for you.
Below is a list of where Tesla gets their ingredients from, kudos to Tesla for this.
Going @Tesla was the best decision for our family. I drive 100 miles every day, and pay $15 a month for unlimited charging from 12am-6am with @teslaenergy or Tesla electric. Saves me probably $600 a month in gas for an equivalent vehicle.
NEWS: Tesla Model Y reclaims the #1 best-selling SUV crown in China for May.
Tesla sold 24,770 Model Y units, according to new insurance registration data. https://t.co/z1ntmBcp8M
This feature helps protect children left unattended in your vehicle
Rolling out to new Model 3 (mid 2023 & later) in Europe initially, with other models & regions following later
Frequent travel between SF and LA has been an enormous drain on my time and energy for 25 years. FSD has nearly eliminated it. This technology has significantly improved my quality of life.
Cybertruck
– Drives itself with FSD Supervised
– Ultra comfortable ride
– Very easy to maneuver (thanks to steer-by-wire & 4 wheel steering)
– Can power whatever you need with outlets in the bed
– Can leave whatever you want in your truck because it comes with lockable storage (frunk & bed)
– Super tough exterior that doesn’t care about door dings
– Banger sound system
– 11,000 lbs towing capacity
– Quicker than most cars (try it)
Nice to meet you
I don't want to hear how the Cybertruck isn't a real work truck. This thing has been running 2 pumps for 3 days using just 10% a day. Total lifesaver for our latest build. It tows our excavator and powers jobsites like a champ. $tsla