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Tesla China roars back with highest vehicle registrations this Q2 so far

  • Tesla China saw a significant increase in new vehicle registrations during the week of June 9 to 15, 2025, with a remarkable 80% week-over-week growth.
  • Tesla China posted its highest insurance registration numbers in Q2 so far, recording 15,500 registrations, an 80% increase compared to the previous week.
  • The recent surge in registrations marks the highest figures Tesla has achieved in China over the past ten weeks.
  • In the same week, Xpeng observed a 52% increase to 6,400 registrations, and Nio saw a 9.3% rise to 4,700 registrations.
  • The growth of new registrations for Tesla's Model Y was particularly notable, with an estimated delivery of 11,200 units, indicating strong demand for the vehicle.
  • Tesla's performance in the Chinese auto market is reflected through new vehicle registration data, although the company itself does not disclose weekly figures.
  • Tesla's domestic sales in China in May totaled 38,588 units, a 30% decline year-over-year, but a 34% increase from April. Giga Shanghai also exported 23,074 vehicles in May.
  • The week of June 9 to 15 showed 15.5k Tesla registrations, up by 79.5% over the prior week and by 32.5% year-over-year.
  • The quarter's performance was slightly down both quarter-over-quarter (-3.1%) and year-over-year (-16.6%), with Q2 showing a decrease of 40.1% compared to Q4 2024.
  • Tesla China's weekly registrations were not officially reported, but industry watchers closely monitor and report on these figures.
  • Tesla's strong week-over-week growth in registrations was notably higher than that of other Chinese EV brands like Xpeng and Nio.
  • The increased delivery of Model Y units by Tesla suggests that the demand for the all-electric crossover remains robust.
  • As Tesla enters the final two weeks of Q2, the strong performance of the Model Y could significantly impact the company's quarterly sales numbers.
  • Despite the year-over-year decline in May sales, Tesla's month-to-month sales in China showed an upward trend.
  • Tesla China's performance will have significant implications on its Q2 sales figures, which could heavily rely on the success of the Model Y.
  • Industry analysts expect Tesla to leverage the remaining weeks of Q2 to boost its quarterly sales numbers further.
  • Tesla China's performance, especially regarding Model Y sales, is closely monitored by industry experts and automakers like Li Auto.

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Insider

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Want to dodge tariffs and buy an all-American car? A Tesla remains your best bet.

  • Tesla has ranked as the most American-made car for the past four years, with all its EVs produced in US factories.
  • The Model 3 topped Cars.com's list of the most American-made vehicles, outperforming competitors like Ford and GM, which manufacture some models in Mexico.
  • Tesla's Model Y, S, and X also made it to the top four spots on the list.
  • Cars.com's index evaluates cars sold in the US based on the percentage of American parts, final assembly location, and origins of key components.
  • Tesla's strong ranking on the American-made index indicates its resilience amid the tariff uncertainties affecting the auto industry.
  • The Trump administration introduced 25% tariffs on imported cars and vehicle parts in March, potentially leading to supply chain disruptions and higher prices.
  • Tesla's domestic production puts it at an advantage, minimizing its exposure to tariffs compared to rivals like Ford and GM with factories in Mexico.
  • The recent redesign of the Model 3 aided in increasing its domestic parts percentage, from 47% to 75%, improving its ranking on the American-made index.
  • Analysts highlight that Detroit automakers may face significant tariff impact due to their reliance on Mexican factories.
  • Cars priced under $30,000 are particularly affected by tariffs, with a 13% decrease in low-cost car availability in May compared to the previous year.

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SpaceX Ax-4 Mission prepares for ISS with new launch date

  • SpaceX, Axiom Space, and NASA are preparing for the Ax-4 mission to the International Space Station (ISS) with a new launch date of no earlier than June 19.
  • Technical challenges were addressed, including repairs to small leaks in the ISS's Zvezda service module, causing the delay from June 12.
  • NASA and Roscosmos have been monitoring leaks in the Zvezda module's aft segment for years, with recent repairs potentially sealing the leaks.
  • SpaceX resolved a liquid oxygen leak in the Falcon 9 rocket for the Ax-4 mission, which will carry out diabetes research on the ISS.
  • The Ax-4 mission crew includes Peggy Whitson, Axiom Space's director of human spaceflight, leading an international team on their journey to the ISS.
  • The mission aims to advance scientific research, support Axiom's commercial space station goals, and strengthen private space exploration.
  • SpaceX completed a wet dress rehearsal to confirm readiness, with upgrades to the Dragon capsule for improved reliability and reuse.
  • The crew comprises ISRO astronaut Shubhanshu Shukla, mission specialists from Poland and Hungary, highlighting global collaboration.
  • Preparations for the mission are underway at NASA's Kennedy Space Center in Florida for the Falcon 9 rocket launch.
  • The Ax-4 mission signifies the fourth private astronaut trip by Axiom Space to the ISS, emphasizing advancements in space-based innovation.
  • The team is evaluating the condition of the transfer tunnel and hatch seal between the space station and the Zvezda module amid technical assessments.
  • SpaceX's vice president highlights the enhancements made to the new Dragon capsule and the crew's international composition.
  • The Ax-4 mission is geared towards boosting scientific research during its time on the ISS, laying the groundwork for future space expeditions.
  • The updated launch date and technical resolutions position the Ax-4 mission to play a pivotal role in advancing private space exploration and innovation.
  • SpaceX and its partners are focusing on ensuring station safety while adapting launch schedules to address technical challenges.
  • The collaboration between SpaceX, Axiom Space, and NASA emphasizes the commitment to successful commercial space missions and global space exploration.
  • Overall, the Ax-4 mission represents a significant step forward in private space endeavors, with a diverse crew and a mission focused on scientific research and space station development.

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Ex-Tesla Insider Says Company Is 'Absolutely Hosed' Under Elon Musk

  • Former Tesla insider, Matthew LaBrot, published a critical letter anonymously against Elon Musk's leadership, leading to his firing.
  • LaBrot, a Tesla believer, expressed concerns over Musk's political behavior pushing loyal customers away.
  • He accused Musk and the board of lacking accountability, especially regarding Musk's controversial actions.
  • Despite receiving support from current and ex-Tesla employees, LaBrot has been jobless for over a month.
  • Amid Q2 sales approaching, LaBrot foresees a bleak future for Tesla due to declining demand and alienated customer base.
  • He continues driving a Cybertruck adorned with 'ProTeslaNotElon.com' decal, facing mixed reactions from people.

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Tesla firmware shows new Model Y seat configuration is coming

  • Tesla's firmware hints at a new seating configuration for the Model Y, following previous indications of a 7-seater version.
  • Tesla hacker greentheonly uncovered a six-seater option in the firmware, which may not be exclusive to China.
  • The six-seater and seven-seater configurations were available in the Legacy Model Y but faced criticism for limited legroom in the third row.
  • Owners have highlighted concerns about the lack of space in the third row of the Model Y.
  • Some owners have experimented with custom third-row seating solutions.
  • Tesla's VP of Vehicle Engineering hinted at the seven-seater Model Y coming into production later in 2025.
  • The new six-seater configuration may offer a balance between seating capacity and comfort for Model Y customers.
  • Tesla has not officially confirmed the introduction of the six-seater option.
  • The firmware leak suggests Tesla's ongoing efforts to provide diverse seating choices for its popular Model Y.
  • The potential introduction of a six-seater option could cater to customers seeking a middle ground between the five-seater and seven-seater variants.
  • The Model Y's evolving seat configurations showcase Tesla's commitment to addressing customer feedback and preferences.
  • Tesla enthusiasts and prospective buyers may soon have a new seating configuration to consider for the Model Y.
  • The availability of a six-seater layout could expand the appeal of the Model Y to a wider customer base.
  • The firmware revelations hint at Tesla's continuous improvements and product development initiatives for its vehicles.
  • The leak hints at Tesla's ongoing innovation and adjustment of its product offerings to meet customer demands.
  • The introduction of new seating options reflects Tesla's focus on enhancing the Model Y's versatility and market competitiveness.

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Tesla confirms massive hardware change for autonomy improvement

  • Tesla has confirmed a recent hardware change in some of its vehicles to improve autonomy.
  • The change involves adding front-facing cameras to assist with Autopilot and Smart Summon capabilities.
  • The Model Y 'Juniper' recently received this hardware update.
  • The Model S and Model X also got front-facing cameras in their latest update.
  • This marks a shift in Tesla's approach towards using cameras for self-driving instead of Ultrasonic Sensors (USS).
  • CEO Elon Musk believes that a vision-based approach with cameras is superior to sensors for self-driving purposes.
  • Musk asserts that vision technology enables better spatial awareness and object identification compared to traditional sensors.
  • The move aligns with Tesla's strategy to enhance Autopilot capabilities and advance towards full self-driving technology.
  • Tesla's utilization of cameras stems from its confidence in vision-based systems for autonomous driving.
  • The company's vision network is continuously evolving to further enhance driving capabilities.
  • The hardware update on Tesla vehicles signifies a step towards safer and more efficient self-driving technology.
  • Elon Musk advocates for a vision-centric approach to self-driving for improved safety and performance.
  • The incorporation of front-facing cameras in Tesla vehicles is part of the company's ongoing push for autonomous driving innovation.
  • Tesla's shift towards vision-based systems in vehicles is a key focus for enhancing autonomous driving capabilities.
  • The hardware change underscores Tesla's commitment to advancing autonomy and self-driving technology.
  • Tesla's strategy with the hardware update aims to significantly improve the autonomy and driving experience in its vehicles.

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Tech Visionary Leaves Google to Tackle America’s Loneliness Epidemic

  • Former Tesla, Apple, and Google executive, Ebra Yavari, shifts focus to tackle social isolation crisis by creating 27 Circle, a platform aiming at restoring authentic human connections.
  • 27 Circle orchestrates in-person conversations with precision, eschewing digital profiles for 4-person group discussions at fixed locations and times.
  • Yavari leverages his supply chain expertise to design algorithms for optimal group dynamics, diverse demographics, and engaging conversation themes, receiving praise from Stanford's neuroscience community.
  • Early campus pilots of 27 Circle show promising results, providing addictive meaningfulness with an emphasis on genuine dialogue and deep engagement.
  • Yavari's unique background includes a Yale MBA, Georgia Tech engineering, and commercial pilot license, demonstrating his comfort with high-stakes systems and safety protocols.
  • 27 Circle addresses a national loneliness crisis, particularly affecting Gen Z, presenting a human-centric design approach rather than focusing on engagement metrics like other social platforms.
  • Yavari plans strategic expansion to universities, aiming for impactful social change by bridging the gap to genuine human connection through meaningful conversations.
  • Focused on quality interactions, 27 Circle seeks to redefine social innovation by prioritizing impact and transformation over time spent in the app, with plans to extend its reach beyond college campuses.
  • Yavari envisions 27 Circle as a tool for curiosity renaissance, aiming to foster genuine dialogue in various contexts such as workplaces, communities, and conflict resolution scenarios.
  • His vision centers on the power of authentic conversation in a digital age, believing that by rediscovering genuine connection, 27 Circle can lead a transformation towards authentic human interactions.
  • The platform's success hinges on people embracing the simplicity of real interactions over digital distractions, signaling a return to the essence of human connection through genuine face-to-face engagement.

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Tesla features used to flunk 16-year-old’s driver license test

  • A 16-year-old failed his driver’s license test in New Jersey for allegedly using parking and stopping assistance features in a Tesla Model Y.
  • This incident is not the first, indicating some officials are unfamiliar with technology present in Tesla vehicles.
  • The teen's father clarified they did not have Tesla’s Full Self-Driving suite, which includes features like Autopark and Autosteer.
  • The examiner accused the teen of using driver assistance features for parallel parking smoothly, misunderstanding standard features like regenerative braking.
  • The examiner failed the teen, and when asked to retake the test without regenerative braking, he was told to wait two weeks.
  • Similar incidents have occurred in California and Arizona regarding confusion over Tesla's driver assistance features.
  • Officials failed to provide a specific policy violation explanation to the teen's father.
  • The use of Tesla features in driver's license tests is becoming a common issue.
  • Some officials appear to struggle with understanding and evaluating Tesla's advanced automotive technology during driving tests.

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Elon Musk's mother shares his brilliant academic achievement from 1989

  • In 1989, Elon Musk scored an A+ in both computer science disciplines during an aptitude test at the University of Pretoria.
  • Maye Musk, Elon's mother, recently shared this achievement on Twitter after 35 years.
  • The test was taken during the era of 286 and 386 computers, with DOS as the operating system and GW-BASIC and FoxPro as programming languages.
  • Elon Musk mentioned that he was praised for having the highest engineering aptitude score ever seen during the test.
  • Musk displayed early interest in computers, creating a video game named Blastar at age 12 for the Commodore VIC-20.
  • His game was featured in a South African magazine in 1984.
  • Maye Musk, Elon's mother, is a renowned model and author who supports her children's ambitions.
  • She occasionally attends events with Elon, including the Met Gala and Tesla community gatherings.
  • Both Elon and Maye are known for their charisma and unique fashion sense.

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Thousands of UK students caught cheating using AI, calls for smartphone ban in schools

  • Thousands of UK university students have been caught cheating using AI tools, with almost 7,000 proven cases in 2023-24.
  • Experts believe the recorded cases are just the tip of the iceberg.
  • Countries are recognizing the negative impact of smartphones on children and their education.
  • Removing smartphones from classrooms has shown transformative effects in countries like New Zealand and the US.
  • BYD, a Chinese EV maker, aims to rival Tesla's Supercharger network with its own megawatt super-fast chargers.
  • BYD's Flash Chargers can add 1.2 miles of charge every second and provide up to 249 miles-worth of charge in just five minutes.
  • DS's new electric flagship, the No8 coupé-SUV, may get a hybrid powertrain option based on market demand.
  • Garmin is undergoing significant changes in 2025, with the recent announcement of Garmin Venu X1.
  • Apple introduced iOS 26 at its WWDC conference, skipping iOS 19 based on marketing decisions.
  • Calls for smartphone ban in schools are increasing to address cheating incidents and educational disruptions.

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Episode 515: Updated Model S and X Officially Announced

  • Tesla has officially announced the updated Model S and X.
  • Details on the changes made to the models will be discussed.
  • A new Model Y variant is expected to be released soon.
  • Updates on robotaxi development will be shared.
  • Acknowledgment to Patreon backers for their support.
  • Listeners are encouraged to call the Ride the Lightning hotline with questions or topics.
  • Information on entering a raffle to win an EV for a charitable cause.
  • Promotion for XCare extended warranty for Tesla owners.
  • Discount offers for Tesla accessories at AbstractOcean.com.
  • Invitation to purchase the SnapPlate front license plate bracket for Teslas at everyamp.com.
  • Reference to a toll-free number for the podcast.
  • Promotion of the ChesedChicago raffle.
  • Instructions to use the code RTL for discounts.
  • Information on how to get an extended warranty for Tesla using the code Lightning.
  • Offering 15% off first order of Tesla accessories at AbstractOcean.com using the code RTLpodcast.

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Design Refresh of Tesla’s Flagship Cars Isn’t Landing With Everyone

  • Tesla has launched refreshed Model S and X versions, but some fans express disappointment over missing features like steer-by-wire and an 800-volt battery pack.
  • The absence of steer-by-wire, a feature seen in the Cybertruck, has left some fans frustrated.
  • Steer-by-Wire replaces the mechanical connection between steering wheel and wheels with algorithms, electronics, and actuators, enabling advanced safety and performance features.
  • Fans express disappointment on social media regarding the lack of steer-by-wire and an 800-volt battery pack in the new models.
  • Some potential buyers express concern over the lack of interior refresh in the updated Model S and X.
  • Despite missing features, the Model S Long Range can now travel up to 410 miles on a single charge with improved aerodynamics and other enhancements.
  • The refreshed Model S has new wheel designs, enhanced noise cancellation, and a smoother ride due to updated bushings and suspension.
  • Base prices for the new Model S and X are $84,990 and $89,990, respectively, according to Tesla.com.

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Tesla Rumors: The upcoming big Tesla software update to launch Grok AI in Tesla vehicles

  • Elon Musk previously announced the integration of Grok AI in Tesla vehicles, rumored to be part of the upcoming software update version 2025.20.
  • Multiple Tesla influencers suggest that the update will include Grok conversational AI, enhancing the driving experience.
  • The 2025.20 Tesla update may allow users to have conversations with their vehicles, providing an interactive and intelligent companion.
  • Reports indicate that the software update has been rolled out to Tesla employees and is expected to launch for non-employee Tesla owners in June.
  • Alongside Grok AI integration, the update is anticipated to enhance safety features, including better visualizations for trailers and dynamic pricing for Superchargers.
  • The release aligns with the Robotaxi service launch, where Tesla vehicles can serve as money-making Robotaxis.
  • The anticipated features of the 2025.20 update also include support for 'Rider Keys' and improvements for empty trailer detection.
  • Elon Musk envisions a future where Tesla FSD AI and Grok AI merge to elevate the Tesla ownership experience.

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Tesla Robotaxi just got a big benefit from the U.S. government

  • The U.S. National Highway Traffic Safety Administration (NHTSA) is making changes to ease regulations and streamline the application process for autonomous vehicles, benefiting Tesla's Robotaxi platform.
  • Tesla is preparing to launch its Robotaxi service, but the existing regulations on autonomous vehicles are limited and lack clarity, leaving automakers in uncertainty.
  • NHTSA's new strategy allows companies to obtain exemptions from federal safety standards and simplifies the application process, granting flexibility to manufacturers like Tesla.
  • The exemption program under Part 555 of the National Traffic and Motor Vehicle Safety Act enables manufacturers to produce vehicles that may not comply with certain safety standards.
  • NHTSA aims to enhance application instructions to streamline the process and reduce delays, acknowledging the rapid advancements in autonomous driving technology.
  • The agency will adopt a more flexible approach to evaluating exemptions for autonomous vehicles to align with the industry's innovative developments.
  • Tesla is set to benefit from these changes as it readies for the launch of its Robotaxi service in the near future.
  • Tesla's stock was trading up by 1.89 percent following the news.
  • The NHTSA's initiative acknowledges the need for regulatory adaptation to accommodate the unique complexities of autonomous driving technology, different from traditional vehicles.
  • The changes aim to expedite the approval process for autonomous vehicle manufacturers and provide clearer guidelines for compliance.
  • The NHTSA will focus on enhancing oversight and flexibility in the exemption process for autonomous vehicles moving forward.
  • Tesla's Robotaxi platform and other autonomous vehicle projects will benefit from the revised regulations, aligning with the industry's rapid innovation.
  • Overall, the U.S. government's initiative to ease regulations on autonomous vehicles signals a positive development for companies like Tesla operating in the autonomous driving space.
  • The NHTSA's efforts highlight the importance of adapting regulatory frameworks to keep pace with technological advancements in the transportation industry.
  • These changes are expected to facilitate the deployment and operation of autonomous vehicles, enhancing safety and promoting innovation in the sector.
  • The NHTSA's actions reflect a proactive approach to fostering the growth of autonomous driving technologies in the U.S., benefiting both industry stakeholders and consumers.

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SpaceX produces its 10 millionth Starlink kit

  • SpaceX has reached a significant milestone by producing its 10 millionth Starlink kit.
  • The achievement was celebrated at SpaceX's facilities in Hawthorne, California, and Bastrop, Texas.
  • Sujay Soman, Senior Facilities Engineer, announced the milestone on LinkedIn, but the post has been deleted.
  • It took nearly four years to build the first 5 million Starlink kits, while the next 5 million kits were produced in just 11 months, highlighting SpaceX's production ramp-up efforts.
  • The Machine Maintenance and Facilities team in Bastrop was featured in commemorative photos shared by Soman.
  • Starlink kits include dish hardware and supporting equipment for connecting to SpaceX's low Earth orbit satellite network.
  • With over 6,000 satellites launched, Starlink now offers fast internet to over 6 million users globally, up from 5 million in February 2025.
  • SpaceX's manufacturing efficiency and readiness to scale are evident from reaching the 10 millionth kit milestone.
  • SpaceX, under Elon Musk's leadership, is known for cost-effective production, hinting at possible future milestones for Starlink production.

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