Grok in Tesla's Leaked / Tesla Expands Robotaxi Invites / Surprising EV Sales Data

Tesla Technology Updates

🚗 Q: What's new with Tesla's Grok voice assistant?
A: A: Grok is integrated into modern firmware, requires premium connectivity, pairs with existing accounts, offers multiple modes (assistant, tutor, therapist, storyteller), but has no wake word yet, only a button to activate.

🔋 Q: What's the latest on Tesla's V4 supercharger cabinets?
A: V4 cabinets enabling 500 kW charging for Cybertruck are being deployed in Q3, with the 600th PSU and 25,000th V4 post already built at Giga New York, maxing out at 250 kW for other models.

🏭 Q: How much LFP cell production capacity does Tesla have in Nevada?
A: Tesla's Nevada facility has equipment for 7-8 GWh of LFP cell production across two production lines, potentially for EVe and grid storage cells.

Tesla Business and Sales

📊 Q: What are the expectations for Tesla's Q2 PND report?
A: Troy Teslike estimates 356,000 deliveries, while analyst consensus is 385,000, but PND reports are becoming less significant for Tesla's business model.

💰 Q: What's crucial for Tesla to become a multi-trillion dollar company?
A: Unsupervised FSD rollout and Optimus sales at scale are key, not just increased car or megapack sales.

🇨🇳 Q: How are Tesla's China sales performing?
A: Latest week sales were 20,684 units, down 4.9% QoQ and 11% YoY, but year-to-date figures show Tesla China is closing the gap, down only 4.6% YoY.

EV Market and Competition

🚘 Q: How do GM's EV sales compare to Ford's in the US?
A: GM sold 78,200 EVs in H1 2023, up 104% YoY, capturing an estimated 13% EV market share - nearly twice as many as Ford's US EV sales.

Regulatory Changes

⚖️ Q: What's happening with the EV tax credit in the US?
A: A new bill passed the Senate 51-50, potentially ending the EV tax credit on September 30th, which could impact manufacturing investments and EV adoption.

Tesla Product Updates

🚀 Q: What changes were made to the Tesla Model 3 long range?
A: Price increased by $1,400 but now includes 25 extra miles of CLTC range and 0.4 seconds faster acceleration due to the standard inclusion of the acceleration boost package.

🔌 Q: How much did Tesla's Supercharger network grow in Q2?
A: Supercharger growth was 18% YoY, with 3,500 stalls opened in Q2.

AI and Automation

🤖 Tesla's Grock voice assistant will enable car interaction, but advanced control features like HVAC and navigation will require long-term development.

🚗 Tesla's first autonomous car delivery was showcased in a 3-minute video on their website, demonstrating progress in self-driving technology.

Manufacturing and Infrastructure

⚡ Tesla's Giga New York has produced the 600th pre-assembled supercharging unit and 25,000th V4 supercharger post, with a maximum output of one stall every 37 minutes.

🏭 Tesla's Project Howard LFP factory in Nevada has equipment for 7-8 GWh of cell production, split into two lines for different applications than vehicle batteries.

Business Strategy

💰 Tesla's path to becoming a multi-trillion dollar company hinges on unsupervised FSD rollout and Optimus sales at scale, not just increased vehicle or Megapack sales.

🚕 Tesla's robo taxi service in Austin has deployed 11 vehicles with pricing at $4.20 per ride, expanding invites to non-Tesla influencers.

Product Updates

🔋 Tesla's Model 3 long range price increased by $1,400 but now includes 25 miles extra CLTC range and 0.4 seconds faster acceleration due to the standard inclusion of the acceleration boost package.

Market Performance

📈 Tesla's China sales reached 20,684 units for the week, down 4.9% quarter-over-quarter but up 4.6% year-over-year, with Model Y accounting for 15,210 units.

🚙 Ford's US EV sales decreased 11.8% year-to-date, with 39,000 units sold, while their F-150 Lightning sales dropped 16.7%.

🔌 GM's US EV sales increased 104% year-over-year, selling 78,200 units in the first half of the year and capturing an estimated 13% EV market share.

Infrastructure Growth

🔌 Tesla's Q2 Supercharger growth was 18% year-over-year, with 3,500 stalls opened, demonstrating continued expansion of charging infrastructure.

• 00:00 🤖 Tesla's Grok AI functionality has leaked and may soon be enabled in the latest firmware, allowing for a potential AI assistant integration.
  • Tesla's Grok AI functionality has leaked, with a hacker confirming it's already in the latest firmware, and just needs a "switch flip" to be enabled, but may still be weeks or months away from launch.
  • Tesla's leaked Grok AI assistant app requires premium connectivity, allows customization of names and modes, and may eventually integrate with the car's control system, but currently lacks a wake word for voice activation.
• 02:26 🤖 Tesla's Grok voice assistant feature is coming to hardware 3 vehicles with AMD Ryzen chips, initially launching with limited functionality.
  • Tesla's Grok feature will likely be accessible on hardware 3 vehicles with AMD Ryzen chips, but not on Intel CPUs, and requires premium connectivity with no exceptions for Wi-Fi or hotspots.
  • Tesla's new feature, seemingly a voice assistant, is integrated into software update 2025.14 but not yet active on most cars for unknown reasons.
  • Tesla's Grok is expected to initially launch with limited functionality and will likely take time to control more car features, such as HVAC, navigation, and music.
• 05:06 ⚡ Tesla makes key updates: expands Grok feature, prepares for Q2 delivery report, builds LFP factory, and shuffles leadership roles in sales and manufacturing.
  • Tesla's Grok feature, which enables interaction while driving or riding, may be enabled on all 2025.20 cars via a server-side switch and will initially support English, Chinese, and one or two other languages.
  • Tesla's Q2 delivery report is expected July 2nd, with estimates at 356,000-385,000, but car deliveries matter less for Tesla's business model, which hinges on unsupervised FSD, Optimus, and energy.
  • Tesla is building an LFP factory, known as Project Howard, to produce cells for grid storage products, specifically the Mega Pac XL and Mega Pac 3, not for vehicles.
  • Elon Musk assumes oversight of Tesla's sales in Europe and the US, while Tom Zhu takes over global manufacturing operations and oversees sales in Asia.
• 09:54 🚗 Tesla expands robotaxi invites, FSD faces safety concerns, and Supercharger network grows amid Trump's comments on EV mandates.
  • Non-Tesla influencers and regular people in Austin are receiving invites to Tesla's robo taxi service after filling out the interest form on the Tesla website.
  • Tesla's FSD system, specifically Hardware 4, was tested with a dummy and slow sign, showing it can struggle to react quickly enough to avoid impact, raising questions about its ability to distinguish between dummies and real humans.
  • Tesla continues to expand its Supercharger network, opening a stall every 37 minutes and adding 3,500 stalls in Q2, with new V4 cabinets enabling faster charging and increased efficiency.
  • Trump comments on Elon Musk, suggesting he'd end electric vehicle mandates and implying Musk's business relies heavily on subsidies.
  • The speaker dismisses Trump's statements as childish and mostly lies.
• 15:02 ⚡ Tesla updates Model 3 & Y in China, reports declining sales, while US Senate passes bill that could impact energy subsidies.
  • Elon Musk advocates for eliminating all energy subsidies, including those for oil and gas, not just for sustainable energy and Tesla.
  • The US Senate has passed a bill 51-50 with JD Vance as the tiebreaker, which will now go back to the House and potentially be signed into law by Trump by July 4th.
  • To filter out noise, ask if a development will materially impact Tesla's unsupervised FSD rollout or Optimus production, as these are key to the company's growth into a multi-trillion dollar entity.
  • Tesla made updates to its Model 3 and Model Y offerings in China, with increased range and acceleration, but also a $1,400 price hike for the long-range Model 3.
  • Tesla China's sales are down 4.9% quarter-over-quarter and 11% year-over-year, while Ford's US EV sales are down 11.8% year-to-date, with declines in most of its electric models.
• 20:52 🤖 Excessive autonomy in vehicles may lead to a loss of basic driving skills and awareness.
  • Driving is a skill that people take pride in mastering, and excessive autonomy could lead to a loss of basic driving skills and awareness.
  • Jim Farley's statement that autonomy can't replace good driving is corporate speak, masking Ford's slow approach to transition due to lacking software and AI talent and risk aversion.
• 23:06 ⚡ EV makers face mixed results: Toyota delays US production, GM reports strong sales growth, but Ford and GM's electric pickup trucks struggle to gain traction.
  • An EV advocacy group urges the House to revise a bill that would end the EV tax credit, warning it would cede control of the transportation future to China.
  • Toyota delays US electric vehicle production, while GM reports mixed US sales results, including a 76% year-over-year increase for the Chevy Blazer EV.
  • GM's EV sales reached 78,200 units in the first half of the year, up 104%, with the company now holding a 13% EV market share and ranking as the second-largest EV manufacturer.
  • Ford and GM's electric pickup trucks, including the F-150 Lightning, Silverado EV, and Sierra EV, are struggling to gain traction, with sales unlikely to reach 50,000 units this year.
• 27:07 💸 Tesla stock closed at $300.71, down 5.34% with above-average volume.

WatchUrl: https://www.youtube.com/watch?v=-McyCqtJNBQ