Q2 2025 was a seminal point in Tesla’s history: the beginning of our transition from leading the electric vehicle and renewable energy industries to also becoming a leader in AI, robotics & related services (hi @robotaxi)

We officially launched our Robotaxi service in Austin in June, with our camera-only architecture with neural networks trained on data from our global fleet of millions of vehicles.

Q2 Highlights

North America
– Test drives in North America are up 20% sequentially (as you know, butts in seats ...)

– Model Y is becoming more accessible with the recent launch of Model Y RWD, which starts at under $45k with 357 miles of range

APAC
– We achieved record delivery volumes in South Korea 🇰🇷 (@Tesla_Korea), Malaysia 🇲🇾, the Philippines 🇵🇭 & Singapore 🇸🇬

– In July, we launched the Model Y in India 🇮🇳, marking our entry into the world’s third-largest car market @Tesla_India

– New Model 3 earned a 5-star Overall Safety Rating from ANCAP, achieving 95% in the Child Occupant Protection pillar – the highest result recorded to date against ANCAP’s 2023-2025 criteria

– We continue to prepare for broader release of FSD Supervised in China 🇨🇳 this year (pending regulatory approval)

EMEA
– Model Y was the best-selling vehicle in Norway 🇳🇴 year-to-date & in Türkiye🇹🇷 , the Netherlands 🇳🇱, Switzerland 🇨🇭 & Austria 🇦🇹 in June

– New Model 3 achieved a 5-star Overall Safety Rating from EuroNCAP & is the safest car in Europe (based on the latest EuroNCAP test scores)

– We continue to prepare for the launch of FSD Supervised in Europe this year (pending regulatory approval)

AI Software & Hardware @Tesla_AI
– World's first autonomous delivery to a customer with a new production Model Y driving itself ~30 minutes from the factory across town to its new owner's home, including on highways

– We expanded AI training compute with an additional 16k H200 GPUs at Gigafactory Texas, bringing Cortex to a total of 67k H100 equivalents

Battery, Powertrain & Manufacturing
– Our lithium refining & cathode production plants remain on track to begin production in 2025, on-shoring production of critical battery materials to the US

– We are on course to begin domestic production of our first LFP cells for our energy storage products later this year

Energy generation & storage
– Record Powerwall deployments for the fifth consecutive quarter

– Gross profit increased sequentially & year-over-year, reaching a record of $846 million

– We started deploying @Tesla_Megapack from Megafactory Shanghai as the ramp continues as planned

Services & other
– We added over 2,900 net new Supercharging stalls, growing the network 18% year-over-year @TeslaCharging 🔋

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