Tesla Just Shattered Records🏆 - FSD coming to Germany 👀 - Ford & GM’s EVs sales are embarrassing!

Tesla’s Q2 delivery and production results shattered Wall Street expectations with roughly 452,000 deliveries against a consensus of 406,000, marking an all-time record for any second quarter and contrasting sharply with legacy automakers struggling in the EV market. The video debunks misleading claims of collapsing China demand, showing the Shanghai factory posted its best quarter ever and that a January sales dip was an industry-wide, incentive-driven pull-forward effect rather than a Tesla-specific decline. Europe delivered standout growth, with Germany surging 318% year-over-year, the UK posting its best June ever, and France up 105%, while Asia also boomed—Japan sales jumped 184% in June, and South Korea saw record sales despite price increases, with Taiwan making Tesla the leading EV brand. The host highlights that this record performance came without EV incentives in Tesla’s two largest markets, the US and China, proving demand is organic. Additionally, Full Self-Driving completed a continent-wide drive and is set to launch in Germany, reinforcing Tesla’s technological momentum. Overall, the episode presents a picture of robust global demand and dismisses negative narratives as misleading or deliberately skewed.

• ▶ 0:09 Tesla released its Q2 delivery and production numbers, setting new company records, with even more explosive growth visible beneath the headline figures.
• ▶ 0:22 The episode contrasts Tesla's surging sales with legacy US automakers that are either collapsing or becoming irrelevant in the EV market.
• ▶ 0:48 Full Self-Driving (Supervised) completed a drive around an entire continent, and there's great news about FSD coming to Germany.
• ▶ 1:23 Tesla reported Q2 production of 451,000 units and deliveries of ~452,000 units.
• ▶ 1:38 Actual deliveries far exceeded Wall Street's consensus of 406,000, making it an "extremely big beat" rather than a miss.
• ▶ 2:03 The delivery total was up 122,000 units from Q1 and set an all-time record for any Q2 in Tesla's history.
• ▶ 2:18 The claim that “Tesla sales are crashing in China” is refuted by actual Q2 data from the Shanghai factory.
• ▶ 2:34 Shanghai factory posted its best quarter ever with 254,000 wholesale units, up from 213,000 in Q1 and 191,000 in Q2 last year.
• ▶ 3:09 Domestic China deliveries were roughly flat year-over-year at 126,000 units, driven by Model Y refresh timing and incentive changes—hardly a collapse.
• ▶ 3:32 Fred Lambert's claim that Tesla's China sales "crashed 45%" in January is misleading because record Q4 sales were inflated by buyers rushing to beat the end of China's EV incentive, making the January drop an expected pull-forward effect.
• ▶ 3:52 The January decline was industry-wide—BYD also dropped about 45% domestically—so it wasn't Tesla-specific, with Tesla and other Chinese EV makers shifting to exports during that period.
• ▶ 4:06 Lambert's Model Y vs. Xiaomi YU7 comparison is deceptive because Xiaomi's YU7 is only sold in China, while Tesla's Model Y numbers included its biggest export month; using Model Y's ~200,000 Q2 sales outside China vs. zero YU7 exports illustrates how such comparisons can twist the narrative.
• ▶ 5:14 Fred Lambert's comparison of Xiaomi YU7 vs. Tesla Model Y used an export-heavy month, artificially suppressing Tesla's domestic China deliveries and creating a misleading baseline.
• ▶ 5:22 The comparison is dismissed as "insanely stupid" and "grasping for straws," implying a deliberately skewed anti-Tesla narrative.
• ▶ 5:28 Lambert ignored that the Model Y became China's best-selling car of any kind in March, which contradicts any claim of a Tesla demand collapse.
• ▶ 5:38 The earlier China demand concerns about the Model Y were overblown, as the negative narrative "disappeared two months later."
• ▶ 5:43 Tesla posted its biggest Q2 ever even though its two largest markets—the US and China, representing ~80% of sales—had no EV incentives or tax credits available.
• ▶ 6:06 This record performance is "extremely impressive" because 80% of Tesla's market had no government subsidies compared to last year, undermining claims that Tesla relies on incentives to drive demand.
• ▶ 6:22 Tesla posted its second-best June ever in France, up 105% year-over-year, and its best first half ever, with year-to-date sales up 141%.
• ▶ 6:47 Nordic results were mixed: Sweden registrations dropped 56% year-over-year in June, while Denmark climbed almost 40%.
• ▶ 6:54 European BEV registrations rose almost 40% year-over-year in May, showing strong regional EV demand momentum.
• ▶ 7:02 Roland’s Q2 Europe tracker uses daily/weekly reporting countries, covering ~60% of Tesla’s European sales.
• ▶ 7:14 Strong Q2 momentum: best week up 47% WoW/17.5% YoY, quarter-to-date +19.3% QoQ and +21% YoY; already the best quarter this year and second-best of the last five.
• ▶ 7:41 Tesla’s Switzerland sales show an "extremely end-of-quarter push," going nearly vertical in late June—notably based on actual customer deliveries, not dealer shipments.
• ▶ 8:02 Early European totals showed 22,600 Tesla vehicles sold, up almost 50% year-over-year, with Germany, UK, and Italy still missing.
• ▶ 8:20 Germany posted an “incredible rise” in June, up 318% year-over-year, and Tesla's year-to-date sales there were up 225%, though the second half of 2022 remains a tough comparison.
• ▶ 8:51 The UK delivered Tesla's best June ever, with sales up 61% year-over-year, leading to its best first half ever and a 23% year-to-date gain.
• ▶ 9:02 Tesla's global sales show a 23% year-to-date increase, with Japan highlighted as an "insane rise" market.
• ▶ 9:07 Japan Tesla sales surged 184% in June and 166% year-to-date.
• ▶ 9:13 Tesla sold more vehicles in Japan in the first half of 2026 than in all of 2025, showing record acceleration.
• [9:15–9:22] Tesla sales have "simply just exploded" in South Korea, another major market with surging demand.
• [9:22–9:31] Tesla Korea raised prices on most Model 3 and Model Y trims, with only the Model Y Premium Rear-Wheel Drive exempt and the Model 3 Premium Long Range RWD seeing the largest increase of about 13%.
• [9:40–9:44] Over the full 2026 period to date, the Model Y Performance has accumulated a price increase of roughly $6,400.
• ▶ 9:48 Tesla raised prices in South Korea by up to 16%, with continued increases on the six-seater Model Y since its April launch.
• ▶ 9:56 Sales surged to a record June of just over 11,000 units, making Q2 Tesla's biggest quarter ever in South Korea.
• ▶ 10:09 By the end of Q2, Tesla had already sold as many cars in South Korea as it did in all of last year—despite rising prices.
• ▶ 10:20 Tesla became the #1 bestselling EV brand in Taiwan in June, with Model Y, Model 3, and Model X taking the top three spots.
• ▶ 10:45 Tesla posted massive growth in Taiwan: June sales up 147% year-over-year, year-to-date up 70%, and a 75.5% share of the BEV segment.
• ▶ 11:04 This dominance rebuts Jim Farley's warning about Chinese automakers—Tesla leads the market while Ford isn't even on the list.
• [11:21–11:30] In June, Tesla sold 2,400 vehicles in Colombia, achieving an 8.3% overall market share and nearly 50% of the country's BEV segment, while BEV penetration reached 17%.
• [11:33–11:37] Tesla only entered the Colombian market this year, yet already accounts for about half of all EV sales in the country.
• [11:38–11:40+] Tesla has already sold over 10,000 units in 2026, a striking figure for such a new market entry.
• ▶ 11:40 Tesla is projected to sell over 10,000 units in New Zealand in 2026, with the Model Y being the best-selling vehicle overall in June.
• ▶ 11:51 Tesla set an all-time monthly sales record in Australia with 8,600 vehicles in June, up 89% year-over-year, led by the Model Y with 8,000 deliveries (93% of sales, up 133% YoY).
• ▶ 12:18 Tesla delivered 23,500 vehicles in Australia in the first half of the year, a 66% increase, making it hard to claim demand problems in the region.
• ▶ 12:24 The verdict on Tesla's first-half 2025 performance directly rebuts claims of a demand crisis.
• ▶ 12:27 It is now "hard to argue" that Tesla faces demand problems or collapsing sales.
• ▶ 12:32 The "whole list of countries" showed an "insane rise in sales," proving Tesla "is doing quite all right."
• ▶ 12:59 Tesla's 23-year update highlights 9 million+ vehicles on the road, Model Y becoming the world's bestselling car, five Gigafactories, 80,000+ Superchargers, and over 1 million Powerwalls plus 70+ GWh of industrial storage.
• ▶ 13:52 Record-breaking Supercharger quarter: 2 TWh delivered (enough for ~180,000 US homes for a year), 60 million charging sessions, 266 kWh per plug per day, wait times below 0.5%, and 5,000 sites (up 17% YoY).
• ▶ 14:42 Tesla built a global EV charging infrastructure entirely on its own while rivals offered no help—but now those automakers want access; Q2 energy storage also delivered 13.5 GWh, setting up a strong second half.
• ▶ 15:24 Ford's Q2 2026 U.S. EV sales collapsed to 9,700 units, down over 40% year-over-year, with the Mach-E at ~7,000, F-150 Lightning at ~2,400, and E-Transit at just 293.
• ▶ 15:58 GM sold only 27,000 EVs in Q2 2026, down 41% year-over-year, spread across 10 models—far below its repeated promises of 1 million EVs and a "breakout year."
• ▶ 18:39 Michael Burry revealed a Tesla short at $416, a "ballsy move" given upcoming catalysts like the Cybercab rollout, Optimus production, and FSD expansion in Europe/China; the narrator plans to check back by early 2027.

• ▶ 19:48 Tesla's three key advantages in humanoid robots are scale manufacturing, actuator/electric motor design, and real-world AI implementation — most competitors lack at least one of these.

• ▶ 20:36 The Cybercab's FSD cannot simply be copied from the Model Y; it must be retrained for different weight using real-world data, not just simulation — which is why early test fleet vehicles were used for training and validation.

• ▶ 22:18 Volkswagen was warned five years ago by former CEO Herbert Diess that a slow EV transition would cost tens of thousands of jobs; after unions dismissed the warning, VW now faces 100,000 planned job cuts and still has no viable plan for EVs or autonomous vehicles.

• ▶ 23:26 The 2026 Model Y won "Best Medium SUV" by Chasing Cars, praised for significant changes under the skin, FSD Supervised launch, and "hands down the best value for money you can get."
• ▶ 24:29 NIO's CEO predicts 90% of China's auto market will be NEVs by 2030, while BYD's exports surged to 44% of sales in H1 2026 (up from 8% in 2023), and its trailing 12-month sales are growing again after nine months of decline.
• ▶ 26:57 Tesla Full Self-Driving is confirmed to be coming to Germany this month, according to Parliamentary State Secretary Christian Herd.
• ▶ 27:38 Sweden's Vattenfall is adopting Tesla-style plug-and-charge, moving away from apps, cards, and QR codes to seamless charging.
• ▶ 28:12 Renewables have overtaken coal as the world's largest source of electricity, now making up 34% of global electricity.
• ▶ 28:27 A Tesla owner named Harold drove all the way around Australia using FSD (supervised) version 14.3 with 100% usage and no interventions.

• ▶ 0:04 Tesla's Record Q2 and Global Sales Surge (0:04 - 12:43) - Opening, Q2 production/delivery records, rebuttals of misleading China comparisons, and strong Tesla sales in Europe, Japan, and Korea.
• ▶ 12:43 Milestones, Superchargers, and Energy Infrastructure (12:43 - 15:13) - Tesla's 23-year update, record Supercharger quarter, and its self-built global EV charging and energy infrastructure.
• ▶ 15:13 US Automaker EV Slump and the Tesla Shorts (15:13 - 19:51) - Legacy US automakers' weak EV sales and Michael Burry's short bets against Tesla and the AI/semiconductor bubble.
• ▶ 19:51 Robotaxi/FSD Insights and Volkswagen's Crisis (19:51 - 23:26) - Tesla's humanoid-robot advantages, Cybercab FSD retraining needs, Volkswagen asset sales, and Herbert Diess's warning.
• ▶ 23:26 Awards, Chinese EV Competition, and New Tesla Launches (23:26 - 27:35) - Model Y awards, NIO's 2030 prediction and BYD's exports, plus Austin robotaxis, Model Y Long Wheelbase, and FSD coming to Germany.
• ▶ 27:35 Charging, Renewables, and an FSD Trip Around Australia (27:35 - 32:02) - Sweden copies plug-and-charge, a renewables update, and Harold's full-self-driving drive around Australia.