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Rex
Rex kirjasi uudelleen
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 🔋




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Rex kirjasi uudelleen
Capitalism has been so successful at eradicating poverty, hunger, and hardship that it gave rise to a generation utterly detached from the realities of production, trade, and effort. They’ve grown up in comfort, surrounded by abundance, and instead of gratitude, they respond with resentment, as if wealth is the natural state of things and capitalism is just getting in the way of even more.
In any other era, these people would be forced to confront the consequences of their delusions. But capitalism, in its brilliance, has created so much surplus that even the most useless ideologues can eat well, live long, and tweet their hatred for markets from devices built by free enterprise.
It’s the spoiled child biting the hand that feeds him, not out of hunger, but because he’s been fed too well for too long.
They hate capitalism not because it failed, but because it succeeded so thoroughly that it protected them from ever having to grow up.
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