Tesla delivered 486,532 vehicles in the third quarter, about 24,500 more than analysts expected, almost all of them Model 3s and Model Ys. With US buyers pulling back, that volume now rests on Europe and China while Tesla's pitch moves to robotaxis and trucks.
Perspective Coverage
9 publishers
- Builder
- Builder 12%
- Operator
- Operator 39%
- Investor
- Investor 49%
Reality
- Evidence78
- Adoption65
- Hype gap+20
- Incentives60
- Confidence74
Iran-war diesel surge will hit grocery prices within weeks, Axios's Nathan Bomey says
Axios reporter Nathan Bomey says the Iran war's diesel surge, felt first by truckers and farmers, will show up in grocery prices within weeks, if not days. Operators paying for freight or farm inputs face a cost increase that lands inside the current quarter's budget.
Reality
- Evidence30
- Adoption
- Not scored
- Hype gap+30
- Incentives
- Not scored
- Confidence40
Tesla has begun delivering its Semi trucks, with an expected price of just under $300,000 for the 500-mile version before incentives. Fleets promised lower ownership costs have to build that case themselves while charging access remains a hurdle.
Perspective Coverage
5 publishers
- Builder
- Builder 30%
- Operator
- Operator 45%
- Investor
- Investor 25%
Reality
- Evidence70
- Adoption35
- Hype gap+25
- Incentives60
- Confidence65
Tesla opened its first dedicated Semi factory in Sparks, Nevada, built to make 50,000 trucks a year. It has set no date for reaching that rate, so fleets and investors are working from a capacity target until the trucks ship.
Reality
- Evidence55
- Adoption30
- Hype gap+40
- Incentives60
- Confidence55
The Swedish carrier will phase the trucks in over 24 months from September and rent them out through its Saga software, with a third party carrying the purchase financing.
Reality
- Evidence62
- Adoption30
- Hype gap+35
- Incentives70
- Confidence60