three two one we are live for a new episode of that check podcast i'm fred lambert your host

and as usual i'm joined by set windcham are you doing this week's yet i'm good all right probably

better than me just came back from nice 10 hours of travel today i'm probably sounding even more

heavy on the noise as usual i think i'm feeling a little bit sick, but I'm going to power it through for you guys

because that's how much I love this podcast and I love you guys.

And we have some cool things to talk about today.

Maybe not good news to start with.

We're going to discuss the Tesla delivery estimate.

So in the U.S., Tesla is still the major player when it comes to EV volumes.

They still are the difference maker in the market.

So it makes a big difference for EV adoption.

And now this quarter is kind of weird.

Like Tesla has been a growth story, like every quarter year over year growth at the very least,

most often than not quarter to quarter growth, though there's been some exception and there's

been like some like very specific event that has negative effected cells, nothing too crazy.

We're used to it.

But for the most part, Tesla keeps increasing production. And even though the demand side of things have been rough over the last year, there's been a lot of price cuts to match the demand to the production. They've been able to do it. But now we have a different situation this quarter, not necessarily for the demand, but for both, for both demand issues,

but demand concern, I should say, and production issues at the same time.

So what happened this week is there was several consecutive downgrades in terms of

delivery estimates from Wall Street, from analysts in general.

So if you remember last quarter, Q4, 2023, the sled delivered a

record number of 484,000 vehicles. That was a 20% year-over-year growth. And for comparison, if you

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