Core Insights - Tesla and Rivian reported third-quarter vehicle deliveries exceeding consensus estimates, with Tesla delivering approximately 497,000 vehicles (up 7% year-over-year) and Rivian delivering 13,200 vehicles (up 32% year-over-year) [2][4] Tesla - The third-quarter deliveries for Tesla surpassed Goldman Sachs' estimate of 455,000 vehicles, indicating strong demand potentially driven by the impending expiration of the federal EV tax credit [2][5] - Tesla's US sales are estimated to have increased by over 10% year-over-year, although sales in Europe and China experienced a year-over-year decline [6] - The expiration of the federal tax credit is expected to create a "double-digit percent headwind" for the market in upcoming quarters, but new vehicle launches, such as the Model Y L and lower-cost models, may provide a significant tailwind [4][6] - The price target for Tesla has been raised from $395 to $425, maintaining a Neutral rating, with the increase attributed to strong performance in the US market [5][6] - Key topics for Tesla's future include vehicle delivery outlook, automotive margins, advancements in robotaxis and Full Self-Driving (FSD), and growth in Tesla Energy and other segments [7] Rivian - Rivian's third-quarter deliveries of 13,200 vehicles slightly missed Goldman Sachs' estimate of 13,950 but exceeded the consensus estimate of 12,700 [2][8] - Rivian has adjusted its full-year delivery guidance down by 500 vehicles at the midpoint, now implying 42,500 vehicle deliveries, which aligns with Goldman Sachs' estimate [8] - The analyst maintains a Neutral rating on Rivian with a price target of $15, emphasizing the importance of increased volumes, margins, vertical integration, cash burn, and supply chain management as key focus areas [9] Stock Performance - Tesla's stock is down 2.2% to $426.45, with a year-to-date increase of 12.4% [10] - Rivian's stock is down 0.7% to $13.44, with a year-to-date increase of 1.4% [10]

Production & Technology - Tesla's Giga Berlin factory showcases autonomous vehicle movement, with new Teslas driving themselves off the production line [1] - Vehicles autonomously navigate the factory premises [1] - Vehicles stop at the on-site Supercharger [1] - Vehicles park in the outbound lot [1] - FSD (Supervised) is available [1]

Core Viewpoint - The discussion highlights the mixed sentiment surrounding Tesla's stock performance, particularly in light of the anticipated loss of EV credits and the company's ongoing developments in energy storage and robo-taxi services. Group 1: Stock Performance and Market Sentiment - Tesla shareholders have been aware of the impending loss of EV credits, leading to a pull forward in sales expectations, which has now been recognized in the stock price [2] - Despite record sales, Tesla's sales and earnings have declined over the past year and a half, raising concerns about margin pressure [4] - Investors continue to view Tesla as a high-growth company, which supports its stock price despite eroding fundamentals [5][6] Group 2: Energy Storage and Power Generation - Tesla's energy storage segment reported over $800 million in gross profits year-over-year, indicating significant growth potential in power generation [3] - The company is seen as having a "Trojan horse" opportunity in the power generation market, which could be a key growth driver in the future [3] Group 3: Robo-Taxi Business - The profitability of the robo-taxi business is highlighted, with the potential for a single robo-taxi to be more cost-effective than multiple Whimos [9] - There is optimism about the upcoming transition to unmanned robo-taxis in Austin and potentially San Francisco, which could serve as a catalyst for growth in this vertical [10] - The competitive pricing of robo-taxis compared to traditional ride-hailing services like Uber and Lyft is expected to attract consumer attention as the service expands [10]

RT Tesla Club Austria (@TeslaClubAT)Who want‘s to help these poor Europeans (we are lightyears away from FSD) to get a @robotaxi ride? ❤️🙏 ...

Model Y Performance and Market Strategy - Tesla launched the new Model Y Performance on the last day of the US federal tax credit eligibility, potentially maximizing subsidy benefits and avoiding the Osborne effect [1] - The new Model Y Performance features improved acceleration (0-60 mph in 33 seconds), increased range (308 miles), and upgraded interior features such as ventilated seats and a 16-inch QHD screen [1] - Tesla's pricing strategy for the new Model Y Performance includes complimentary paint colors, interior options, and accessories, effectively reducing the overall cost for consumers [1] - Tesla strategically cleared out old Model Y inventory to maintain Q3 financial performance before releasing the new model, avoiding sales gaps [1] Sales and Market Dominance - In Norway, Tesla's market share reached 337% with 4829 units sold, significantly outperforming competitors [2] - Tesla experienced year-over-year sales growth in France and Denmark in September, with Model Y becoming the top-selling vehicle in Denmark [2] Charging Infrastructure and Energy Network - Tesla expanded its Supercharger network by adding 4000 new chargers in Q3, an 18% increase [2] - Tesla's global charging network facilitated 54 million charging sessions, transferring 18 TWh of electricity in Q3 [2] Full Self-Driving (FSD) and Data Utilization - Tesla launched FSD Supervised in Australia and New Zealand, accumulating over 1 million kilometers driven in two weeks [2] - FSD in Australia contributes new and valuable training data to Tesla's AI neural network, enhancing its global adaptability [2] - Australian Tesla owners drive over 50000 miles (80000 kilometers) daily using FSD, providing diverse data for system improvement [2] Brand and Lifestyle - Tesla's restaurant in California generated $675000 in revenue from selling 50000 burgers since its opening on July 21, averaging over 700 burgers per day [2]

Regulatory Compliance & Industry Standards - Chinese regulatory draft mandates all car doors (excluding trunks) to have external mechanical handles with sufficient operation space (60mm x 20mm x 25mm) [1] - The draft also requires internal mechanical backups for door operation, positioned within 300mm of the door edge [1] - Regulations necessitate that doors can be opened from the outside without tools in the event of battery thermal runaway or similar incidents [1] - The new standard may become a global benchmark, potentially eliminating aesthetically-focused designs that compromise safety [1] Tesla's Strategy & Product Development - Tesla is developing a solution integrating electronic buttons with manual mechanical cables for door operation, addressing safety regulations while maintaining design [1] - Tesla has removed the Enhanced Autopilot (EAP), priced at $5,100 AUD, option for new HW4.0 cars in Australia [1] - This move is seen as a strategy to streamline product offerings and push users towards the Full Self-Driving (FSD) option [1] - Tesla is potentially testing a subscription model for FSD in the Australian market after removing the mid-tier EAP option [1] AI & Government Contracts - xAI secured a deal with the US General Services Administration (GSA) to provide Grok 4 and Grok 4 Fast models to federal agencies [2] - xAI's offer is priced at $0.42 per agency for 18 months, significantly undercutting competitors like OpenAI and Anthropic [2] - xAI will provide dedicated engineering support to assist government agencies in implementing and using Grok [2] - This deal is viewed as a strategic victory, positioning Grok as a key component in the US's AI capabilities and securing valuable data and brand endorsement [2]

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