Tesla - Energy Growth in Terms even Wall Street can Understand - Q2 2025
As we all know Wall Street seems to only want to view Tesla as a car company.
Fine, let's meet then where they are. Based on that here are the trailing 12-month deliveries - 1,679,263 - Wall Street understands this.
On a trailing 12-month basis, Tesla hasn't produced any growth in the auto business and Wall Street see therapists to cope with it.
But let's now share with them that Tesla has been building a new "vehicle" - a big beautiful boxy vehicle that's designed to be parked - and it consumes many more batteries than the usual S3XY models + Cybertruck lineup.
Since this new vehicle consumes so many batteries, we will express the number in 75 KWh vehicle equivalents - as a way to standardize things and track its growth versus Autos.
Here's the growth in that business...
Wow - now, that's a business Wall Street can get excited about - sales of another 506,627 "vehicles" -- and look at that growth -- 84% year-over-year!
And now when we combine the two businesses we get the following chart...
This is the combination of reported deliveries in Autos plus the number of 75 KWh vehicle equivalents in our new boxy vehicle business.
We can see that the combination has delivered a total of 2,185,890 "vehicles" and it's up 8% over the last year and up 21% over the last two years.
Also, Tesla has been expanding the capacity of this new business to at least 1.2 million 75 KWh vehicle equivalents - a 2.4x increase over the last 12-month deliveries - so the outlook is quite positive.
And finally, here's another plus - no advertising is needed to sell these big beautiful boxy vehicles. They just sit there and sell themselves!
In case you didn't know, these big beautiful boxy vehicles are called Megapacks, but please don't tell Wall Street.
World's first autonomous delivery of a car!
This Tesla drove itself from Gigafactory Texas to its new owner's home ~30min away — crossing parking lots, highways & the city to reach its new owner
Construction is underway for the first project in the UK using Tesla’s Grid-Forming controls – 400MW / 800MWh of Megapack at @ZenobeEnergy Eccles site will provide critical grid stability
Achtung, wenn ihr euer E-Auto verkauft und bei Mobility+ zum Laden angemeldet seid. Hatte Autocharge aktiviert, aufgrund von EnBWs Preisen seit über 1 Jahr nicht mehr mit EnBW geladen und dann mein Auto verkauft. Der Käufer hat dank Autocharge erstmal kostenlos geladen... @EnBW
Megapack is now in Chile!
@ColbunEnergia 228 MW / 912 MWh Celda Solar Project is the first utility-scale Megapack project in Chile. Located in the Arica and Parinacota region of northern Chile, the project will improve grid reliability by shifting peak demand and will support renewable energy growth nationally
Here's Tesla FSD 13.2 driving for an hour and 40 minutes through LA traffic with zero interventions.
I know watching a video of my car sitting in traffic may not be very exciting, but imagine what a life changer this is for people who do this commute every day.
Upgraded Model 3 launching today
Built for distance
Go up to 629km on a single charge with updated exterior styling optimized for max aerodynamics
Improved ride comfort
More refined & relaxed ride quality, thanks to a combination of stiffer body & updated suspension tuning.
Two new colors
Ultra Red & Stealth Grey. Designed to change with viewing angle & lighting.
Redesigned interior
More sophisticated materials, ventilated seats & customizable ambient lighting.
Rear touchscreen for passengers in the back to control climate & enjoy entertainment.
Center touchscreen now has smaller bezels, giving you more useable screen space. Screen is brighter, higher contrast & more responsive.
More comfortable rear seats.
Better sound system
Up to 17 speakers, dual subwoofers & dual amplifiers. Obviously goes to 11.
Super quiet cabin
360º acoustic glass ensures silence inside the cabin no matter what’s happening around you.
Also, significantly less road & wind noise.
Available now in Europe & the Middle East
→ https://t.co/4LjDSIXgFJ
500+ Tesla Powerwalls to keep resilience of Ukraine's medical, social & energy infrastructure. Let me remind you that we have already received 40K+ Starlinks. Thanks @elonmusk for such crucial equipment for 🇺🇦.