Tesla's Q3 2025 Earnings Call

In this episode, we dive deep into Tesla's Q3 2025 earnings call, where company leadership outlines financial performance, production and delivery metrics, and strategic developments. Elon Musk and other executives provide updates on Tesla's global operations, the ramp-up of key models like the Cybertruck, and progress on AI and Full Self-Driving initiatives. Analysts pose questions on Tesla's energy business, profitability, and long-term vision. The call also includes insights into factory efficiencies, supply chain dynamics, and new technologies shaping Tesla’s future. If you're a Tesla enthusiast or investor, this episode breaks down all the essential takeaways from the Q3 earnings report.

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• Beyond the Post YouTube
• Beyond the Post Podcast
• Shuffle Playlist
• 918Digital Website

News Links:

• Tesla Q3 2025 Earnings Call Webcast

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Description:

In this episode of Kilowatt, we cover some surprising developments in the EV world. General Motors has shut down production of its BrightDrop electric delivery vans, citing slow demand despite recent scaling efforts. We also take a look at the heavily updated 2027 Chevy Bolt, which—while maintaining affordability—presents notable engineering challenges. Finally, we explore what Nissan is getting right with the 2026 Leaf and how it positions itself in the evolving EV market. Join us as we unpack the latest shifts in electric vehicle strategy, design, and market expectations.

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www.supportkilowatt.com

Other Podcasts:

• Beyond the Post YouTube
• Beyond the Post Podcast
• Shuffle Playlist
• 918Digital Website

News Links:

• GM kills BrightDrop electric van production, blames ‘slow demand’ as sales were ramping
• What The 2026 Nissan Leaf Gets Right
• The Affordable 2027 Chevy Bolt Is A Heavy Update To The Old One. That Wasn't Easy

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Description:

In this episode of Kilowatt, we explore some of the most exciting developments in the electric vehicle world. Tesla is stirring debate by potentially eliminating key cards from new vehicles, pushing digital access even further. The Full Self-Driving V14.1.2 update is rolling out, bringing back the notorious Mad Max Mode and expanding access to more owners. Meanwhile, General Motors is betting big on LMR batteries, which could make midsize EV trucks a reality. We also dig into the latest details on the upcoming Chevy Bolt models—including faster charging and a sub-$30,000 price tag. Plus, a rundown of the 10 best-selling EVs of 2025 offers insight into consumer preferences as the market continues to shift.

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www.supportkilowatt.com

Other Podcasts:

• Beyond the Post YouTube
• Beyond the Post Podcast
• Shuffle Playlist
• 918Digital Website

News Links:

• LMR Batteries Could Unlock Midsize EV Trucks, GM President Says
• Tesla might be doing away with a long-included feature with its vehicles
• The 10 Best-selling EVs of 2025
• Tesla May No Longer Include Key Cards With New Vehicles
• Tesla Launches FSD V14.1.2; Brings Back Mad Max Mode
• Tesla widens rollout of new Full Self-Driving suite to more owners
• New Chevy Bolt Less Than $30,000, Has Faster Charging (Video)
• The 2027 Chevy Bolt Will Be ‘Limited Run’ Only
• The 2027 Chevy Bolt Is Already Managing Expectations

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Episode Summary:

In this episode, Efrat Avnet Steinberg, co-founder and CEO of Inner, reveals how Inner's large-format X-ray scanning technology combined with machine learning and AI is transforming EV battery inspections. Inner’s advanced imaging technology exposes hidden flaws that traditional electrical tests may miss which boosts both safety and reliability. We explore how Inner adapted its medical imaging expertise for mobility applications, what their CT-style scans detect inside battery packs, and why that insight is critical for preventing recalls and achieving zero-defect manufacturing. Efrat shares second-life and recycling strategies throughout the battery lifecycle. She also details current deployments, scan speeds, and efficiency gains before wrapping up with practical advice on where to follow Inner’s ongoing progress.

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https://www.supportkilowatt.com/

Other Podcasts:

• Beyond the Post YouTube
• Beyond the Post Podcast
• Shuffle Playlist
• 918Digital Website

Guest Links:

• Efrat Avnet Steinberg — LinkedIn
• Inner — LinkedIn
• Inner — Official Site

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Episode Summary:

In this episode, Jeremy Michalek, a professor at Carnegie Mellon University, joins the show to discuss the economic and environmental trade-offs of electric vehicles (EVs). He explores the comparative benefits of hybrids, plug-in hybrids, and full battery EVs, emphasizing that the optimal choice often depends on individual driving habits and regional electricity sources. Jeremy also delves into the limitations of current EV subsidies and policies, suggesting more efficient alternatives. Additionally, he touches on the lifecycle impacts of EVs, including battery production and grid emissions, and offers insights into the role of public transit and autonomous vehicles in future mobility. This conversation provides a nuanced perspective on electrification and sustainable transport policy.

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www.supportkilowatt.com

Other Podcasts:

• Beyond the Post YouTube
• Beyond the Post Podcast
• Shuffle Playlist
• 918Digital Website

Guest Links:

• Jeremy Michalek Faculty Page at CMU
• Jeremy Michalek’s Research Group Website
• Vehicle Electrification Group at Carnegie Mellon

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Description:

Allison Sheridan of Podfeet.com joins the show to share her in-depth impressions of the Nissan Ariya. In this episode, we discuss Allison's extensive test drive experience, diving into the Ariya's tech features, driving performance, and design. She highlights how it compares to other EVs she’s reviewed, including accessibility for new EV drivers. We also touch on how Nissan’s approach differs from competitors and what makes the Ariya stand out in today’s crowded EV market. Allison brings her unique tech-savvy perspective and an engaging storytelling style to this deep-dive on one of Nissan's most compelling electric offerings.

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www.supportkilowatt.com

Other Podcasts:

• Beyond the Post YouTube
• Beyond the Post Podcast
• Shuffle Playlist
• 918Digital Website

Guest:

• Allison Sheridan – Tech podcaster and writer at Podfeet.com

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Episode Summary:

In this episode of Kilowatt, Joe from @Joe4CyberTesla joins the show for a lively and in-depth debate about Tesla’s past, present, and future. We dive into Joe's background in cybersecurity and his journey into Tesla fandom, including what led him to start posting regularly about the company. The conversation gets heated around the topics of Tesla Full Self-Driving (FSD), the Cybertruck, and Elon Musk’s leadership style. Joe and the host exchange strong opinions on whether Tesla’s culture encourages honest feedback or stifles dissent, and debate the viability and ethics of Tesla's strategic decisions. Whether you’re a Tesla skeptic or a superfan, this episode offers a nuanced and passionate discussion from both sides of the aisle.

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www.supportkilowatt.com

Other Podcasts:

• Beyond the Post YouTube
• Beyond the Post Podcast
• Shuffle Playlist
• 918Digital Website

Guest:

• Joe4CyberTesla on X (Twitter)

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Episode Summary

In this episode of Kilowatt, Bodie Grimm welcomes the ever-entertaining Allison Sheridan to share a dramatic and insightful story about Tesla’s Sentry Mode in action. While at an eye appointment, Allison’s Model 3 was unexpectedly hit by another car—triggering Tesla’s critical alert system and capturing the entire incident on video. Allison discusses how Sentry Mode helped identify the vehicle, clarify responsibility, and expedite the insurance process, thanks to Tesla's built-in cameras and recording features. The duo also explore Tesla’s camera-based situational awareness, limitations of traditional mirrors, and why other EV manufacturers are lagging behind in similar capabilities. Plus, they touch on subscription fees for features that arguably should be standard.

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www.supportkilowatt.com

Other Podcasts by Bodie Grimm

• Beyond the Post YouTube
• Beyond the Post Podcast
• Shuffle Playlist
• 918Digital Website

News Links

• Tesla Sentry Mode Captures a Real Hit-and-Run
• Allison Sheridan’s Blog – Podfeet
• NosillaCast Podcast Archive

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Support this show http://supporter.acast.com/kilowatt.

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