Welcome to a new episode of the Electric Podcast, everyone.

I'm Fred Lambert, your host, and as usual, I'm joined by Seth Winchaw.

How are you doing today, Seth?

I'm good.

I'm glad you're good because we have a ton to talk about this week.

This week was a huge week in EV News.

We're going to jump right into it, but right before that, I want to thank our sponsor. Today's

episode is sponsored by HAMP makers of energy management solution for immobility products. We're going

to have a little bit more to tell you about them later on on the show. So stay tuned for that.

But right now, let's jump right into the news because there's time to talk about. So we spend a

big part of the show last week discussing

the our expectation for not just our expectation, but the Wall Street's expectation for, oh, sorry,

let me just mute myself. This is annoying. Not mute myself, but mute my notification. I forget

that like one week out of two all the time.

The delivery number for Q3 for Tesla.

So pretty much exactly what I thought was going to happen, happen.

I was saying last week, I feel like Wall Street is setting up Tesla for failure here. Despite the warnings that Tesla gave ahead of the quarter, they push for basically

like a marginal decrease in quarter to quarter deliveries.

And sure enough, Tesla came lower than that at 435,000 deliveries when Wall Street was,

it's a little bit lower than what we were discussing last week.

We discussed it like a day later.

They were updated the consensus that was closer to 455,000, but still 20,000 below the consensus.

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