🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Q2 Deliveries Smash Estimates: Tesla delivered 480,126 vehicles in Q2 2026, beating expectations of ~406,000 by a wide margin — up 25% year-over-year. Yet the stock dropped 7%+ on July 2nd as investors focus shifts to AI and FSD progress rather than delivery volumes.
BYD vs. Tesla: BYD still leads globally with 557,090 fully electric vehicles in Q2, but Tesla is closing the gap — BYD’s EV volume fell 8% YoY while Tesla grew 25%.
Model Y L Launches in U.S.: Tesla’s new longer-wheelbase Model Y L seats six, offers ~325 miles of range in dual-motor Launch Series spec, and fills the gap as the Model X winds down.
Energy Storage: 13.5 GWh deployed in Q2, up 53% from Q1 — slightly below the 13.8 GWh analyst consensus.
Robotaxi Expands to Miami: Tesla’s autonomous ride-hailing service is now active in three states, with initial geofenced coverage including Miami International Airport.
Optimus Production Caution: Elon Musk warns that Optimus humanoid robot production will be “extremely slow at first” due to novel manufacturing processes.