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Tesla is ‘very close’ to profitability, says Musk: ‘If we go all out, we will achieve an epic victory’

Credit: Harbles/Twitter]

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As the third quarter trickles down to its final hours, Tesla remains fully determined to power forward and end Q3 on a strong note, delivering as many vehicles as it can to reservation holders. While the delivery figures for the quarter would most likely be impressive, questions remain if Tesla can achieve its other, more ambitious goal this Q3 — profitability. If one of Musk’s recent emails to employees are any indication, it appears that the electric car maker is closing in on this goal as well.

This weekend proved to be eventful for Elon Musk and Tesla. Even before Saturday began, Musk took to Twitter to express his gratitude to the Tesla community for supporting the company, particularly owners who are serving as volunteers on delivery centers. Musk also posted a “Don’t Panic” reminder on his Twitter page, almost seemingly teasing that the threat of the Securities and Exchange Commission’s lawsuit would disappear soon. Sure enough, on Saturday, the SEC announced that Elon Musk had agreed to a settlement.

Just hours after his settlement with the SEC was announced, Elon Musk reportedly sent an email to Tesla’s employees stating that the company is incredibly close to hitting profitability. In his email, a copy of which was obtained by Bloomberg, Musk noted that if Tesla “goes all out” on Sunday,  there is a good chance that the company could achieve an “epic victory.”

“We are very close to achieving profitability and proving the naysayers wrong, but, to be certain, we must execute really well tomorrow (Sunday). If we go all out tomorrow, we will achieve an epic victory beyond all expectations,” Musk wrote.

Considering Musk’s message, it appears that every single delivery completed this Sunday would contribute to Tesla’s profitability for Q3 2018. Tesla is going all-hands on its deliveries, and boosted by volunteers owners who are orienting newcomers with the features and functions of their electric cars; Tesla appears to be closer to its profitability goals than ever before.

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Tesla’s profitability has proven to be among the company’s most elusive targets. Over the years, the company’s profits, or lack thereof, has become one of the most notable pillars of the Tesla bear thesis. Back in April, for one, speculations among the electric car maker’s skeptics suggested that Tesla would need to raise $2.5 to $3 billion this year to stay afloat. It was then that Elon Musk announced on Twitter that Tesla would be profitable and cash flow positive in Q3 and Q4, negating the need to raise more capital. Since then, Tesla has been on a dash to achieve its targets one after another, from the Model 3’s 5,000/week production rate at the end of Q2 to the production and delivery of more than 50,000 Model 3 in Q3.

Tesla’s profitability hinges largely on the Model 3, as it is the vehicle that would comprise most of the company’s deliveries this quarter. Fortunately for Tesla, teardowns and analyses of the car by third-party firms have determined that the electric car maker can make a profit on the Model 3. Sandy Munro of Munro and Associates, for one, noted in an Autoline TV segment that the Model 3 ultimately forced him to “eat crow,” as the vehicle proved to be impressive regardless of his initial reservations about the sedan. Munro, who has decades of experience with vehicles, and who has performed a thorough analysis of other electric cars like the BMW i3 and the Chevy Bolt EV, noted that Tesla could make a decent profit with the Long Range RWD Model 3.

“The Model 3 is profitable. I didn’t think it was gonna happen this way, but the Model 3 is profitable. Over 30%. No electric car is getting 30% net, nobody,” Munro said.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Starlink achieves major milestones in 2025 progress report

Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets.

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Credit: Starlink/X

Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets. The company also completed deployment of its first-generation Direct to Cell constellation, launching over 650 satellites in just 18 months to enable cellular connectivity.

SpaceX highlighted Starlink’s impressive 2025 progress in an extensive report.

Key achievements from Starlink’s 2025 Progress

Starlink connected over 4.6 million new customers with high-speed internet while bringing service to 35 more regions worldwide in 2025. Starlink is now connecting 9.2 million people worldwide. The service achieved this just weeks after hitting its 8 million customer milestone.

Starlink is now available in 155 markets, including areas that are unreachable by traditional ISPs. As per SpaceX, Starlink has also provided over 21 million airline passengers and 20 million cruise passengers with reliable high-speed internet connectivity during their travels.

Starlink Direct to Cell

Starlink’s Direct to Cell constellation, more than 650 satellites strong, has already connected over 12 million people at least once, marking a breakthrough in global mobile coverage.
Starlink Direct to Cell is currently rolled out to 22 countries and 6 continents, with over 6 million monthly customers. Starlink Direct to Cell also has 27 MNO partners to date.

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This year, SpaceX completed deployment of the first generation of the Starlink Direct to Cell constellation, with more than 650 satellites launched to low-Earth orbit in just 18 months. Starlink Direct to Cell has connected more than 12 million people, and counting, at least once, providing life-saving connectivity when people need it most,” SpaceX wrote.

starlinkProgressReport_2025 by Simon Alvarez

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Tesla Giga Nevada celebrates production of 6 millionth drive unit

To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo. 

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Tesla’s Giga Nevada has reached an impressive milestone, producing its 6 millionth drive unit as 2925 came to a close.

To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo. 

6 million drive units

The achievement was shared by the official Tesla Manufacturing account on social media platform X. “Congratulations to the Giga Nevada team for producing their 6 millionth Drive Unit!” Tesla wrote. 

The photo showed numerous factory workers assembled on the production floor, proudly holding golden balloons that spelled out “6000000″ in front of drive unit assembly stations. Elon Musk gave credit to the Giga Nevada team, writing, “Congrats on 6M drive units!” in a post on X.

Giga Nevada’s essential role

Giga Nevada produces drive units, battery packs, and energy products. The facility has been a cornerstone of Tesla’s scaling since opening, and it was the crucial facility that ultimately enabled Tesla to ramp the Model 3 and Model Y. Even today, it serves as Tesla’s core hub for battery and drivetrain components for vehicles that are produced in the United States.

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Giga Nevada is expected to support Tesla’s ambitious 2026 targets, including the launch of vehicles like the Tesla Semi and the Cybercab. Tesla will have a very busy 2026, and based on Giga Nevada’s activities so far, it appears that the facility will be equally busy as well.

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Tesla Supercharger network delivers record 6.7 TWh in 2025

The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets.

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Credit: Tesla

Tesla’s Supercharger Network had its biggest year ever in 2025, delivering a record 6.7 TWh of electricity to vehicles worldwide. 

To celebrate its busy year, the official @TeslaCharging account shared an infographic showing the Supercharger Network’s growth from near-zero in 2012 to this year’s impressive milestone.

Record 6.7 TWh delivered in 2025

The bar chart shows steady Supercharger energy delivery increases since 2012. Based on the graphic, the Supercharger Network started small in the mid-2010s and accelerated sharply after 2019, when the Model 3 was going mainstream. 

Each year from 2020 onward showed significantly more energy delivery, with 2025’s four quarters combining for the highest total yet at 6.7 TWh.

This energy powered millions of charging sessions across Tesla’s growing fleet of vehicles worldwide. The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets. This makes the Supercharger Network loved not just by Tesla owners but EV drivers as a whole.

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Resilience after Supercharger team changes

2025’s record energy delivery comes despite earlier 2024 layoffs on the Supercharger team, which sparked concerns about the system’s expansion pace. Max de Zegher, Tesla Director of Charging North America, also highlighted that “Outside China, Superchargers delivered more energy than all other fast chargers combined.”

Longtime Tesla owner and FSD tester Whole Mars Catalog noted the achievement as proof of continued momentum post-layoffs. At the time of the Supercharger team’s layoffs in 2024, numerous critics were claiming that Elon Musk was halting the network’s expansion altogether, and that the team only remained because the adults in the room convinced the juvenile CEO to relent.

Such a scenario, at least based on the graphic posted by the Tesla Charging team on X, seems highly implausible. 

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