Tesla’s New KPI? Robotaxi Rides, Not Deliveries

from HyperChange · host Gali

We're just a couple weeks away from Tesla's Q2 delivery report. Prediction market Kalshi is estimating deliveries of 358,000 for the quarter (would represent a 19% decline from 444,000 in Q2 last year). But the truth is ... no one seems to care about Tesla's deliveries. All eyes are on the Robotaxi launch coming late in June (tentatively). The new metric to focus on will be Robotaxi Rides not Cars Delivered. We are entering a new era for Tesla!

Episode metadata supplied by the publisher feed · Published Jun 19, 2025

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Tesla’s New KPI? Robotaxi Rides, Not Deliveries

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