

News
Tesla posts Q2 2023 Financial Results and Q&A Schedule
Tesla posted the Q2 2023 Financial Results and Q&A schedule after reporting stellar production and delivery numbers.
Tesla plans to post its financial results for the second quarter of 2023 after market close on Wednesday, July 19, 2023. After a brief advisory with a link to Tesla’s Q2 2023 update letter, the company will hold a live question-and-answer webcast at 4:30 pm Central Time (5:30 pm Eastern Time.
Q2 2023 Delivery and Production Report
In the second quarter, Tesla produced approximately 19,489 Model S and Model X vehicles. It delivered precisely 19,225 Model S and Model X units. For the second quarter, Tesla produced 460,211 Model Y and Model 3 units, delivering 446,915 units.
Tesla produced 479,700 vehicles in Q2 2023, delivering approximately 466,140 units.
Q1 2023 & SY 2024 Recap
In the first quarter, Tesla produced 440,808 vehicles and delivered 422,875. The company made 19,437 Model S and Model X vehicles, delivering 10,695 units. Tesla also produced 421,371 Model 3 and Model Y vehicles and delivered 412,180 units.
Thus far in the year, Tesla has delivered precisely 889,015 units. For comparison, Tesla delivered 1,369,851 vehicles in all of 2022. The company aims to deliver 1.8 million units this year.
“Our internal production potential is actually closer to two million vehicles, but we are saying 1.8 million because — I don’t know, it just always seems to be some force majeure thing that happened somewhere on Earth, and we can’t control if there’s like earthquakes, tsunamis, wars, pandemics, etc.
“So, if it’s a smooth year, without some big supply chain interruption or massive problem, we actually have the potential to do 2 million cars this year. We’re not committing to that, but I’m just saying that’s the potential,” said Elon Musk
The Teslarati team would appreciate hearing from you. If you have any tips, contact me at maria@teslarati.com or via Twitter @Writer_01001101.
Elon Musk
Elon Musk affirms Tesla commitment and grueling work schedule: “Daddy is very much home”
The remarks came as Tesla shares crossed the $400 mark on the stock market.

Tesla CEO Elon Musk reiterated his commitment to the electric vehicle maker and its future projects this week, responding to speculation following his $1 billion purchase of TSLA stock.
The remarks came as Tesla shares crossed the $400 mark on the stock market, extending a rally fueled in part by Musk’s TSLA purchase.
Elon Musk’s nonstop work schedule
Amidst the reaction of TSLA stock to Musk’s $1 billion investment, Tesla owners such as @greggertruck noted that “Daddy’s home.” Musk replied, stating that “Daddy is very much home.” He then shared details of a packed weekend of work, which was definitely grueling but completely within character for a “wartime CEO.”
Musk did note, however, that he had lunch with his kids during the weekend despite his extremely busy schedule.
“Daddy is very much home. Am burning the midnight oil with Optimus engineering on Friday night, then redeye overnight to Austin arriving 5am, wake up to have lunch with my kids and then spend all Saturday afternoon in deep technical reviews for the Tesla AI5 chip design.
“Fly to Colossus II on Monday to walk the whole datacenter floor, review transformers and power production (excellent progress), depart midnight. Then up to 12 hours of back-to-back meetings across all Tesla departments, but with a particular focus on AI/Autopilot, Optimus production plans, and vehicle production/delivery,” Musk wrote in his post.
Wartime CEO
Wedbush analyst Dan Ives described Musk as operating in “wartime CEO mode,” highlighting autonomous driving and AI as a trillion-dollar market opportunity for Tesla. Musk reiterated this point late last month as well, when he outlined the several projects he is juggling among his numerous companies. At the time, Musk stated that he was busy with Starship 10, Grok 5, and Tesla V14. This was despite his notable presence on X.
With Tesla Master Plan Part IV being partly released, the company is entering what could very well be its most ambitious stage to date. To usher in an era of sustainable abundance, Tesla would definitely require a “wartime CEO,” someone who could remain locked in and determined to push through any obstacles to ensure that the company achieves its goals.
News
Elon Musk confirms cryptic X post was related to SpaceX, not TSLA stock
Musk shared his update in a post on social media platform X.

Elon Musk has confirmed that a cryptic post he shared earlier this month was related to his private sale enterprise, SpaceX, not electric vehicle maker Tesla.
Musk shared his update in a post on social media platform X.
Musk’s cryptic post
Earlier this month, the CEO posted the cryptic words “You’ll Thank Me Later” on X. The post quickly gained attention on social media, as Tesla watchers and Elon Musk fans speculated on what the words could mean. With the announcement that Musk has purchased $1 billion of TSLA stock in the open market, some speculated that the cryptic post was a teaser of sorts to shareholders.
Musk’s massive TSLA purchase was the biggest in history, and it also stood as a notable vote of confidence for the company as it attempts to enter a new era led by robots, AI, and autonomous driving. This was likely one of the reasons why Tesla stock saw a notable rise on Monday’s trading. In another post, however, Musk confirmed that his cryptic post was not in any way related to his stock purchase.
All SpaceX
Considering that all the words in Musk’s post started with an uppercase letter, some space fans immediately speculated that the CEO was teasing something related to SpaceX. The company’s three drone ships, Just Read the Instructions (JRTI), Of Course I Still Love You (OCISLY), and A Shortfall of Gravitas (ASOG), after all, follow similar naming styles.
This was one of the reasons why some TSLA shareholders noted on X that Musk’s post was likely SpaceX-related. In response to one of these comments, Musk stated that these speculations are “Correct.”
The only question now is what exactly Musk was referring to in his post. Perhaps the CEO really was hinting at the name of the drone ship that will be tasked to retrieve Starship in the middle of the ocean.
News
Tesla Model Y leads as weekly registrations in China hit Q3 high
Out of Tesla China’s 15,350 registrations, the Model Y once again accounted for the majority.

Tesla recorded 15,350 insurance registrations in China during the week of September 8–14, marking a 7.3% increase compared to the prior week. The figure also represents the highest weekly result so far in the third quarter of 2025.
Model Y still leads demand
Out of the 15,350 registrations, the Model Y once again accounted for the majority. Data shows 9,460 registrations for the standard Model Y, complemented by 1,030 units of the newly launched extended wheelbase, six-seat Model Y L. Tesla also logged 4,860 Model 3 sedans for the week as well, as noted in a CNEV Post report.
The Model Y L, which debuted in late August, registered a modest uptick from the 900 registrations it saw the week before. Volumes remain relatively low, suggesting that the variant will not meaningfully change Tesla’s third-quarter sales trajectory. That being said, Tesla China’s previous comments about the Model Y L’s demand suggest that an uptick in registrations may be coming in the next weeks.
The ramp of the Model Y L will likely be a notable topic among Tesla watchers, as its ramp will still be quite a task despite the vehicle being just a new variant of the all-electric crossover. With this in mind, meaningful numbers of Model Y L registrations may hit their pace in the next quarter instead.
Tesla China’s momentum
As per data from the China Passenger Car Association (CPCA), Tesla’s retail sales in August 2025 totaled 57,152 units. That figure marked a 9.9% decline from August 2024’s 63,456 units, but a significant 40.7% increase from July’s 40,617 deliveries.
Quarter-to-date, Tesla China’s results show a 34.4% gain compared to the previous quarter but remain down 11% year-over-year. Year-to-date, Tesla is down about 7% in China versus the same period in 2024. With only a couple more weeks before the end of the third quarter, Tesla China’s registrations may help determine whether the company could catch up to its 2024 numbers this year.
-
Elon Musk2 weeks ago
Tesla’s next-gen Optimus prototype with Grok revealed
-
News1 week ago
Tesla launches new Supercharger program that business owners will love
-
Elon Musk1 week ago
Tesla Board takes firm stance on Elon Musk’s political involvement in pay package proxy
-
News2 weeks ago
Tesla appears to be mulling a Cyber SUV design
-
News2 weeks ago
Tesla deploys Unsupervised FSD in Europe for the first time—with a twist
-
News2 weeks ago
Tesla explains why Robotaxis now have safety monitors in the driver’s seat
-
News2 weeks ago
Tesla is already giving Robotaxi privileges hours after opening public app
-
Elon Musk2 weeks ago
Elon Musk says Tesla will take Safety Drivers out of Robotaxi: here’s when