

News
Toyota received a Tesla shock when Model Y outsold Corolla: report
Toyota was arguably the carmaker that truly brought the idea of lean car manufacturing to the automotive industry. But with the electric vehicle revolution leaving Toyota behind, the automaker now has to adapt to catch up to industry leaders like Tesla, which has come up with a legitimate formula to produce electric vehicles efficiently and profitably.
Tesla is an automaker that adopts out-of-the-box solutions, both in its factories and in the designs of its vehicles. Thanks to its unorthodox strategies, Tesla has effectively beaten Toyota at its own game. This is about to change, according to Yoshio Nakamura, Toyota’s deputy chief of global production.
In an interview with Automotive News, Nakamura admitted that Tesla’s technology is admirable. And it is this very edge that motivates Toyota to work even harder. He also stated that if Toyota would be learning from Tesla, the innovations that would be adopted by the veteran automaker would not be a complete copy.
“Of course, we admit Tesla has wonderful technology. But that just motivates us to work harder to catch up. If we are to learn from them, it won’t be a copy. We will improve upon them through kaizen,” Nakamura said.
What is quite interesting is that it is younger automakers today that are changing the face of the industry. Tesla has highlighted this with the success of the Model 3 and Model Y, both of which are selling at scale and at a healthy profit. One of the reasons why younger automakers are able to do this is because they are free of the weight of legacy technologies and supply chains.
This trend could be described as a “Tesla shock” of sorts. And as per an insider to the publication, Toyota was perhaps the automaker that was shocked the most, particularly when the Tesla Model Y crossover outsold the ubiquitous Toyota Corolla as the world’s best-selling car in the first quarter. “That was a big blow that really started tipping things,” the insider told the publication.
So far, much of Toyota’s electric vehicle strategy is still yet to be proven. The company’s last EV effort, which brought the bZ4x to market, could be considered a failure. The company’s revamped strategy for electric vehicles, which was outlined recently, is then understandable. Sandy Munro, CEO of Munro & Associates in Michigan, has stated that many of Toyota’s new production ideas actually mirror those of Tesla.
These include a focus on vertical integration, as well as the implementation of innovations such as gigacastings and the mass deployment of robots on the factory floor. “The Toyota plan that I see is very similar to the Tesla production plan, and that is good because, currently, that’s the best in the marketplace. Toyota needs to also look outside for contrary points of view on how to run the company,” Munro said.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
News
Why Tesla’s Q4 performance could shock many after incredible Q3
There is still some residual impact to be felt as we enter Q4, and there is a potential shock coming to many investors as it could be stronger than what many think:

Tesla reported vehicle deliveries and energy deployments for the third quarter of 2025 today, blowing analyst estimations from Wall Street firms completely out of the water with its strongest three-month performance in company history.
The strong performance, which resulted in nearly half a million vehicle deliveries in the quarter, was largely driven by the momentum of the EV tax credit, which expired at the end of September, marking the end of the $7,500 discount that was previously available.
Tesla hits record vehicle deliveries and energy deployments in Q3 2025
This was a massive contributor to Tesla’s record-high in vehicle deliveries, as consumers rushed to take advantage of the credit.
There is still some residual impact to be felt as we enter Q4, and there is a potential shock coming to many investors as it could be stronger than what many think:
EV Tax Credit Deliveries Will Continue Through Q4
Despite the credit’s expiration, people will still be able to take advantage of it because the IRS changed the rules mid-quarter.
Prospective buyers can utilize the credit after September 30 if they place an order for an EV and make a marginal payment on the car.
Tesla’s $250 order deposit qualified as the marginal payment, so as long as the order was submitted before the end of the day on September 30, they could still take delivery in Q4 or even Q1 and still take advantage of the credit.
With the Model Y Performance launching in the U.S. on September 30, that undoubtedly contributed to some orders. However, there are likely many people who ordered in the latter portion of Q3 and have not yet taken delivery. These will all contribute to Q4 delivery figures.
Seasonal Holiday Boost
Tesla traditionally has its strongest quarters in Q4, as the company typically introduces initiatives such as price cuts, incentives, and other offers to close out the year strong.
Car buyers are more likely to jump at these offers as well, as gifts for either themselves or others. What Tesla does in the final quarter of the year is usually boosted by whatever types of offers it can make.
Affordable Model Production Ramp
Tesla is likely preparing for the launch of its affordable model, which is essentially a stripped-down Model Y.
Some rumors have been circulating within the community, indicating that the company is nearing the sale of this vehicle, which is coded within Tesla’s website as the “Model Y Standard.”
🚨 Looks like some coding was found on Tesla’s website that seems to hint the affordable Model Y is coming:
-Named “Model Y Standard”
-$39,990 starting priceInitial thoughts: this is completely unconfirmed, but was really hoping Tesla would get this closer to $30,000 https://t.co/RDR0ypQHB3
— TESLARATI (@Teslarati) October 1, 2025
If Tesla is able to lock in some good pricing on its affordable model, Tesla could see its quarterly figures return to QoQ growth, something that the company has not had in a few years.
News
Tesla hits record vehicle deliveries and energy deployments in Q3 2025
As per Tesla’s Q3 2025 vehicle delivery and production report, the bulk of the company’s numbers came from its mass-market lineup.

Tesla (NASDAQ:TSLA) reported record-breaking results for the third quarter of 2025, producing 447,450 vehicles and delivering 497,099 units worldwide.
The company also deployed 12.5 GWh of energy storage products, setting a new record in its fast-growing energy business.
Model 3/Y domination
As per Tesla’s Q3 2025 vehicle delivery and production report, the bulk of the company’s numbers came from its mass-market lineup. The Model 3 sedan and Model Y crossover accounted for 435,826 units produced and 481,166 delivered in the quarter. This is quite impressive considering that both the Model 3 and Model Y are still premium-priced vehicles with numerous competitors that are significantly more affordable.
Other models, including the Model S, Model X, and Cybertruck, contributed 11,624 vehicles produced and 15,933 delivered. Beyond vehicles, Tesla’s energy business posted its best quarter to date, deploying 12.5 GWh of storage systems.
Q3 2025 earnings call date
Tesla’s third-quarter results are extremely impressive, and they exceed Wall Street’s estimates by a significant margin. As per Benchmark analyst Mickey Legg, who had a delivery estimate of 442,000 vehicles in Q3, Wall Street consensus was at 448,000 units. Even more optimistic analysts estimated that Tesla would only post deliveries in the mid-460,000s.
Investors will gain further insight later this month when Tesla reports full financials for the quarter. The company will release Q3 2025 earnings after market close on October 22, followed by a Q&A webcast at 4:30 p.m. Central Time.
Elon Musk
Elon Musk is halfway towards becoming the world’s first trillionaire
Musk’s fortune remains heavily tied to Tesla, which has rallied nearly 100% since April.

Elon Musk has reached a new milestone by becoming the first individual in history to achieve a net worth of $500 billion. Forbes’ Real-Time Billionaires tracker confirmed the record Wednesday afternoon after Tesla stock gained nearly 4%, adding an estimated $9.3 billion to Musk’s net worth in a single day.
He now sits more than $150 billion ahead of Oracle co-founder Larry Ellison, whose net worth also stands at a very impressive $350 billion.
Tesla stock leads wealth surge
Musk’s fortune remains heavily tied to Tesla, which has rallied nearly 100% since April, when the CEO announced he would step back from outside roles to focus more on the EV maker. The company’s market capitalization is back within 10% of its all-time peak, lifting the value of Musk’s 12% stake to about $191 billion.
Beyond this, his 2018 compensation package, which was rescinded by a Delaware judge last year but is still under appeal, could unlock additional stock worth more than $130 billion if reinstated, Forbes noted. Investors see Musk’s refocused leadership as a stabilizing force for Tesla as it pursues ambitious global growth. Tesla has also proposed a new compensation plan for Musk that could bring the company’s market cap to $8.5 trillion and add an additional $900 billion to the CEO’s net worth.
SpaceX and xAI boost portfolio value
While Tesla drives much of his wealth, Musk’s stakes in SpaceX and xAI have added significant upside to his net worth. SpaceX, his private rocket company, recently hit a $400 billion valuation in a private tender offer, valuing Musk’s 42% stake at $168 billion. Meanwhile, xAI Holdings, which merged with social platform X earlier this year, is worth an estimated $113 billion, giving Musk another $60 billion on paper.
These ventures, combined with Tesla’s resurgence, have pushed Musk’s net worth past the half-trillion-dollar mark and highlighted his reach across multiple industries, from clean energy to space, artificial intelligence, brain implants, and tunneling.
-
Elon Musk1 week ago
Tesla FSD V14 set for early wide release next week: Elon Musk
-
News5 days ago
Elon Musk gives update on Tesla Optimus progress
-
News1 week ago
Tesla has a new first with its Supercharger network
-
News1 week ago
Tesla job postings seem to show next surprise market entry
-
News1 week ago
Tesla makes a big change to reflect new IRS EV tax credit rules
-
Investor's Corner6 days ago
Tesla gets new Street-high price target with high hopes for autonomy domination
-
Lifestyle5 days ago
500-mile test proves why Tesla Model Y still humiliates rivals in Europe
-
News3 days ago
Tesla Giga Berlin’s water consumption has achieved the unthinkable