We are live for a new episode of the electric podcast.

I am Fred Lambert, your host, and as usual, I'm joined by the publisher extraordinaire.

Seth Wynchaw, are you doing this week, Seth?

I'm good.

All right, I hope you are, because we have plenty of news.

A lot of tests on use this week, but a lot of good testing news.

The stock doesn't reflect it, but good test and use to a degree.

Probably on some of the last good news that we're going to get for a little bit because

the U.S. market is going to get tough.

And we're going to talk about that, about like the messy U.S. AV market that's that's starting this week basically as a Q4. We have also the

Rivian delivery numbers. We have the supercharger V4s. We have talked about the new Chevy

Bolt that we get to see a little bit ahead of the unveiling next week.

And Ford gives us a little bit, tiny little bit more details about the next gen $30,000 supposedly pickup truck, though we can have a little bit more to say about that later.

Let's start with the Tesla delivery numbers.

Still, the biggest EV makers in North America,

second biggest in the world after BYD,

a very important company still,

and just got a new quarterly delivery record

with 497,000 deliveries in Q3. So we anticipated that this would return to deliveries in Q3.

So we anticipated at this that would return to growth in Q3 after a few quarters of being

down quite severely about 13% in the first half of the year deliveries.

But with the end of the tax credit in the U.S., then being pulled forward into Q3,

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