

News
Tesla posts ‘first positive surprise of year’ as Morgan Stanley breaks down Q2
Tesla posted what Morgan Stanley called its “first positive surprise of the year” as it beat delivery expectations for Q2 by around 6,000 units.
On Tuesday, Tesla reported its quarterly deliveries at 443,956, beating what Wall Street expected with its consensus figures at 438,019.
Tesla reports Q2 delivery and production figures, beating estimates
The beat was a big step in the right direction for Tesla, which has struggled to post any positive news so far in 2024 in terms of the grand scale. The automaker has struggled with growth, an expected bottleneck in its trek for EV sector domination as it finds itself in between two growth periods.
However, the Q2 numbers were labeled the “first positive surprise of the year” by Morgan Stanley analyst Adam Jonas, who said there were a few things to be happy about.
Delivery Beat
Tesla beat delivery expectations, but there is still a long way to go before bulls can truly be pleased with what they see. Although they increased deliveries quarter-over-quarter, the Q2 figures are lower than what Tesla reported in Q2 last year.
In order to keep things flat in terms of the annual growth rate and report 0 percent instead of a loss, Tesla will need to grow deliveries in the second half of next year by roughly 6 percent.
Inventory Reduction
Tesla delivered 33,000 more units than it produced, which means its inventory is starting to thin out.
This is a good thing from a consumer perspective because, in theory, it means that Tesla cannot keep up with consumer interest. It basically means demand for its vehicles is healthy, and people are willing to buy an inventory vehicle.
Jonas writes:
“Tesla delivered 33k units more than it produced in 2Q, driving a 7-day reduction in days’ supply of inventory (on a full calendar day basis) in the quarter. The 2Q inventory reduction substantially (but not fully) offsets the incresae in inventory seen in 1Q. At an ATP of $45k/unit this, by itself, drives a $1.5bn working capital inflow during the quarter — higher than the $600mm tailwind we have expected. Our 2Q forecast for $0.9bn FCF burn looks incrementally more conservative following this print.”
Energy Storage Deployments
Perhaps the biggest piece of information from the delivery report had nothing to do with cars in the slightest.
Tesla reported that it deployed 9.4 GWh of energy storage products in Q2, its biggest in history by a wide margin.
This was a 132 percent increase from Q1 2024, which was previously its largest deployment. Tesla rolled out 4.053 GWh of energy during this three-month span.
Tesla Energy posts record 9.4 GWh of battery storage deployed in Q2 2024
Jonas said the news was a “show stealer” and was nearly two-times what Morgan Stanley predicted for the calendar year.
The firm believes this could be something Tesla investors should pay attention to in the coming months:
“As Gen AI acceleration spurs a multigenerational increase in energy demand, electricity generation, and data center investment, we believe investors will begin to pay more attention to Tesla Energy, which we value at $36 per Tesla share ($130bn) as the business uniquely positioned to benefit from investment in the U.S. electric grid accelerated by the AI boom.”
Tesla Mojo
Jonas said that two weeks ago, clients were preparing for a rejection in ratification of Musk’s 2018 pay package. Now, they’re asking about “positive catalysts for 2Q and beyond.”
Investors were also asked this interesting question:
“Is this the same Tesla from early June?”
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
Elon Musk
SpaceX aces Starship’s 11th launch with success in every mission objective

SpaceX aces its eleventh Starship test launch on Monday evening, marking the company’s second consecutive takeoff that crossed off each of the planned mission objectives.
It was also the final launch of the V2 Starship rocket. The twelfth test flight will feature the larger V3 Starship rocket, followed by V4, which will eventually make the first trip to Mars.
The launch was overwhelmingly successful. In its 12th test flight, SpaceX was able to achieve every major mission objective, including the second successful deployment of Starlink satellite simulators and the relight of a Raptor engine while in space. The latter achievement demonstrated “a critical capability for future deorbit burns,” the company said.
The ship officially launched at 6:23 p.m. local time in Starbase, Texas, with all 33 engines igniting and sending the Ship to space.
Liftoff of Starship! pic.twitter.com/sbfmGAEPa6
— SpaceX (@SpaceX) October 13, 2025
Stage separation occurred just over eight minutes later, and Super Heavy started its descent back to the Gulf of America, where it successfully splashed down. The first part of the launch was complete.
Starlink simulators were deployed about twenty-one minutes after launch, as the Pez dispenser sent the faux-satellites out to space without any issue:
Starship has successfully deployed our @Starlink simulators pic.twitter.com/muNMalZkbT
— SpaceX (@SpaceX) October 13, 2025
Perhaps the most anticipated part of the launch was with Starship’s banking maneuver and subsequent splashdown in the Indian Ocean.
Prior to Starship 11’s launch and successful re-entry and splashdown, SpaceX had lost a few vehicles during this portion of the previous flights.
However, the company had made tremendous improvements and has now aced two consecutive launches. On Monday, its approach and splashdown were both overwhelmingly successful:
Splashdown confirmed! Congratulations to the entire SpaceX team on an exciting eleventh flight test of Starship! pic.twitter.com/llcIvNZFfg
— SpaceX (@SpaceX) October 14, 2025
The re-entry phase of this particular Starship launch aimed to gather data on the performance of the heatshield, SpaceX said. The heatshield was intentionally stressed to its limits to determine how much it could withstand without failing.
SpaceX will now turn its focus to the next vehicles, including V3, which is larger, more capable, and will help the company gather even more information about its launches into space:
SpaceX unveils Starship V3, the rocket built to finally reach MARS
The new design features Raptor 3 engines and massive grid fins
Musk says it’s leaner, meaner, and READY for Mars pic.twitter.com/Wj8fBuXPIa
— RT (@RT_com) October 14, 2025
CEO Elon Musk has said the third-generation Starship rocket will be built and tested by the end of the year.
News
Tesla launches new color from Gigafactory Berlin

Tesla has launched a new color at Gigafactory Berlin in Germany, home of the company’s “world-class paint shop,” as Elon Musk once called it.
Bringing a new color to Tesla’s Model Y, there are now five available colors for those who will receive a vehicle from Gigafactory Berlin, with four of them being colors offered in other markets.
However, there is now one distinct color that is only available in Germany: Marine Blue.
🚨 Tesla has launched “Marine Blue” in select European countries
It is the third shade of blue Giga Berlin produces. It costs $1,500 pic.twitter.com/pVDWdNeBSJ
— TESLARATI (@Teslarati) October 10, 2025
Priced at €1,300, Marine Blue will cost the same as both Diamond Black and Stealth Grey, while Quicksilver and Ultra Red are available for double the price.
It is the third shade of blue Tesla offers across its lineup, as Deep Metallic Blue and Glacier Blue are also offered, but in other markets.
Tesla has routinely flexed Giga Berlin for having the most advanced paint shop throughout its factories, and it has produced some interesting colors over the past few years, some of which were truly awesome.
Tesla Giga Berlin is getting a world-class paint shop, new color ‘layers’ to come
In 2020, Musk said, “Giga Berlin will have the world’s most advanced paint shop, with more layers of stunning colors that subtly change with curvature.”
He also detailed the company’s plans to upgrade the Fremont and Shanghai paint shops. Gigafactory Texas was not yet unveiled. Tesla has worked to improve those facilities, especially in Fremont.
It was able to roll out the new Diamond Black color earlier this year.
However, Giga Berlin seems to remain the standard in terms of paint for Tesla. It routinely offers new colors.
For example, back in 2022, Tesla rolled out its familiar Quicksilver color for the Model Y, while also introducing Midnight Cherry Red, a color close to burgundy. However, the company chose to discontinue the color after determining internally that customers no longer wanted to buy it.
Midnight Cherry Red was removed as an option earlier this year, likely to make way for the development of the new Marine Blue.
News
Tesla Autopilot visualization gets big upgrade with tons of new additions
The AP visualization shows up on the center touchscreen and illustrates the surroundings of the cars. It has gotten better in recent years, as it is able to outline types of vehicles, pedestrians, animals, and more.

Tesla’s Autopilot visualization just got a big upgrade as the company added tons of new additions to what it will be able to render in terms of a vehicle’s surroundings.
The AP visualization shows up on the center touchscreen and illustrates the surroundings of the cars. It has gotten better in recent years, as it is able to outline types of vehicles, pedestrians, animals, and more.
Tesla just fixed a four-year-old bug with Full Self-Driving visualization
However, it still does not have every single application, and acquiring them will take some time. If an object or vehicle is visible to the vehicle but an accurate render is not available, the car will instead pick whatever is closest.
For example, I passed an Amish family yesterday in Lancaster, PA, and instead of illustrating the horse and carriage, it simply showed a small box truck.
In an effort to make the Autopilot and Full Self-Driving suites more robust and accurate, Tesla has added a substantial amount of vehicle renders, which will become available in the coming weeks.
The visualizations were found by Tesla hacker @greentheonly, who posted them on X.
The new visualization renders are:
- Ambulance
- Firetruck
- Garbage Truck
- Schoolbus
- European Semi Truck
- Golf Cart
- Person on a Scooter
- Person on a Skateboard
- Stroller
- Street Sweeper
- Three-Wheeler
- Trailer
- Train
- Tram
- Person in a Wheelchair
Here is an image with all of the Autopilot visualization renders:

Credit: Green
The visualization is a crucial part of manual operation and can be considered a distinct advantage that Tesla has over other companies.
It continues to be an effort that Tesla invests heavily in, as it keeps refining the suite and making it more robust with additional visualizations and animations.
Recently, it was revealed that Tesla is planning to utilize Unreal Engine for driver visualization to create a realistic depiction of the vehicle’s environment. Tesla has not yet confirmed this, but coding found with the Model S and Model X showed it could be coming in the near future.
-
News2 weeks ago
Tesla unveils charging innovation that will make the Semi instantly successful
-
News2 weeks ago
Waymo responds to shocking video that would have gotten Tesla FSD crucified
-
News2 weeks ago
Lucid CEO shades Tesla Model S: “Nothing has changed in 12 years now”
-
News1 week ago
Tesla FSD (Supervised) V14.1 with Robotaxi-style dropoffs is here
-
News1 week ago
Tesla all but confirms that affordable Model Y is coming Tuesday
-
Elon Musk2 weeks ago
Elon Musk announces ‘Grokipedia’ as Wikipedia alternative from xAI
-
News2 weeks ago
Tesla Cybertruck not allowed in Germany over “significant passive safety concerns”
-
News2 weeks ago
Tesla China ends Q3 with its strongest week of the quarter as Model Y L surges