Two, one, we are live for a new episode of the electric podcast.

I'm Fred Lambert, your host, and as usual, I'm joined by Seth Wintraub. How are you doing today, Seth? I'm good. All right, all right. We have a ton to talk about today. We're going to talk about tariffs because I'm sure you guys haven't heard enough about tariffs in the last few weeks. We're going to talk about Tesla's delivery numbers

and the delivery numbers of a bunch of other EV automakers.

I'm going to talk about the new Ionic 6.

We're going to talk about Honda,

some weird new electric SUV coming,

and a little bit more.

But let's start about the biggest EV automaker in the world for now.

B.D.

We're going to talk about the idea a little bit later.

But yeah, it does look like BYD is going to take over Tesla this year.

It's almost certain.

But, yeah, last year, Tesla still was technically when it comes to BVs,

all the two vehicles, still the biggest in the world.

But in Q1, we have the first numbers coming out in Q1.

And for reference, just so people remember, Q1, 2024, Tesla delivered 306,000 vehicles.

And the consensus from analysts for this quarter was 377,000 vehicles that's based on Tesla's

own compiled analysis consensus that the investor relation department releases.

So even the most pessimistic analyst this quarter were expecting $350,000 or so deliveries from Tesla.

And that consensus of $277,000 went down this quarter a lot.

It started at around like $460,000,000 went down this quarter a lot. It started at around like 460, 450,000 deliveries and went

down by almost like 100,000 units basically throughout the quarter as people realize that Wall Street

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