Episode 531: Tesla's Monster Q3 Numbers Are In
Ride the Lightning: Tesla and EV Podcast
Ryan McCaffrey
4.7 • 1K Ratings
🗓️ 5 October 2025
⏱️ 97 minutes
🧾️ Download transcript
Summary
Tesla has set a new quarterly record for deliveries as the federal EV tax credit sunsets. I'll walk you through the numbers and what analysis we can take away from it. Plus: the new Model Y Performance debuts in North America with an unexpected bonus, new details on the more-affordable Model Y Standard leak from Tesla's own website, and more!
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Transcript
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| 0:00.0 | On this week's episode of Ride the Lightning, the Tesla and EV podcast, Tesla has set a new quarterly record for deliveries as the federal EV tax credit sunsets. |
| 0:11.1 | I'll walk you through the numbers and what analysis we can take away from it. |
| 0:15.0 | Plus, the new Model Y performance debuts in North America with an unexpected bonus. |
| 0:55.1 | New details on the more affordable Model Y standard leak from Tesla's own website and more. I'm What's happening, with Lily the silly Labrador puppy at my feet and Daisy the Boxer looking longingly out the window to my left. |
| 1:02.2 | This is Ride the Lightning, your weekly Tesla on official podcast, episode 5,331, publishing on October 5th, 2025. |
| 1:05.9 | Well, the Q3 is complete. |
| 1:08.7 | The big Q3, end of the tax credit. |
| 1:11.0 | I have all the numbers for you. |
| 1:13.2 | I'm going to get to those in just a minute. |
| 1:14.8 | There is plenty to talk about there. |
| 1:16.3 | But I actually wanted to start with some other numbers that Tesla shared this week. |
| 1:22.1 | And they come from the Tesla charging team, the supercharging group. |
| 1:26.2 | They posted some fun stats for their Q3 over on their X page. |
| 1:32.0 | And I thought I would share those. |
| 1:34.0 | One of them in particular is the super fun one that jumps out. |
| 1:37.5 | So let's go through them not entirely one by one. |
| 1:41.1 | They've got five figures. |
| 1:42.2 | I just want to talk about a few of them. |
| 1:43.6 | But they did say that they opened 4,000 new supercharger stall. So that's not stations, |
| 1:51.6 | not like entire stations, but individual posts, but 4,000 of them in the three-month period |
| 1:59.8 | that was Q3. That is incredibly impressive to me. |
| 2:05.7 | I mean, I know they probably can't sustain that pace forever because by the way, for context, |
... |
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