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 🔋

Tesla Diner is retro-futuristic diner & drive-in charging experience all wrapped into one 80 V4 Supercharger stalls are open to all NACS-compatible EVs, making it the largest urban Supercharger in the world https://t.co/CKiNtpqm6Y

The only cars that can drive themselves *anywhere* (not just highways) with FSD Supervised are also the cars with the lowest cost of ownership Plus, lots of things that are usually paid options on other cars come standard on Teslas, such as – Active safety features – Dashcam / Sentry Mode – Basic navigation including map updates – 🔥 audio system – Remote control via phone app – Adaptive headlights – Heated seats & steering wheel And your Tesla continues to get better via over-the-air software updates (also free)

Earlier today, there was a media report erroneously claiming that the Tesla Board had contacted recruitment firms to initiate a CEO search at the company. This is absolutely false (and this was communicated to the media before the report was published). The CEO of Tesla is Elon Musk and the Board is highly confident in his ability to continue executing on the exciting growth plan ahead.  – Robyn Denholm

A few 2024 stats – Our customers avoided releasing over 30 million metric tons of CO2e into the Earth’s atmosphere – Our Supercharger network was fully powered by renewable energy for the 4th year in a row (achieved through combination of onsite resources & annual renewable matching) – Giga Berlin operated on renewable electricity for the 2nd year in a row – We supported the recovery of enough battery materials to produce over 21,000 Model Y RWD vehicles (up 136% from 2023!) – We deployed over 31 GWh of energy storage, supporting energy grids & homes globally

Happy Earth Day! Thank you to our owners, employees & advocates. Tesla wouldn’t exist without your support. For the last 22 years, we’ve been working tirelessly to build a world that: – is transported by electric vehicles – is powered by solar energy – runs on batteries Teslas are among the most energy-efficient vehicles on the road – combined with the lowest maintenance costs of any new vehicle in America, this enables S3XY & @Cybertruck to further reduce resource use & waste at scale. Most importantly, abundance & sustainability are not mutually exclusive. In fact, tech is what ultimately enables the scale of a fully renewable economy. This is why our mission includes: Robotaxi = ultra low-cost, premium point-to-point electric transport, making sustainable mobility accessible to more people Optimus = automating repetitive & dangerous labor to transform industrial work & scale output sustainably TL;DR, the future for Earth is bright 🌎❤️