Kilowatt: A Podcast about Electric Vehicles · 918Digital

Tesla's 2025 Shareholder Meeting: Q&A

·59 min·5 clips

Elon Musk announces Tesla aims to boost production by 50% next year, targeting 2.7 million vehicles annually.

The shareholder meeting is still going. Bodie frames this as the Q&A portion of Tesla's 2025 annual meeting, and he seems more interested now that the ballot items are out of the way. The corporate setup stays formal. Brandon Earhart welcomes shareholders back to Texas, gives his General Counsel and Corporate Secretary title, and works through the forward-looking-statement warning. Then Bodie settles into the part he clearly came for. He sounds relaxed, maybe a little relieved, because this meeting coverage has turned into more than a quick recap. He lets the source audio run instead of rushing it. When Tesla makes a big production claim about foundries and a million wafers a month, he does not dismiss it. He just slows down and says it sounds like a lot. That becomes the rhythm of the episode: Tesla says something huge, and Bodie tries to enjoy the idea without acting like the hard parts are solved. The questions get broad quickly. One long-term shareholder says he worked on the Autopilot team, brought his dad from Brazil, won a Tesla Vision contest with a Cybertruck video, and asks about market expansion and Mars. Elon Musk leans into it. He says Optimus and Tesla vehicles could fit naturally into work on a moon base and a Mars city. Cybertruck gets pulled into the picture too. Bodie sounds genuinely taken by the idea of robots and vehicles helping build a moon base or Mars base before people fully arrive. Even so, he keeps it loose. He is reacting to the engineering possibility, not stamping it as a sure thing. Another shareholder brings a longer fan history, mentioning Musk in Popular Science around 2006, ten years of holding shares, and Tesla's sustainable-future mission as it relates to autonomy. Then the episode drops back into ordinary life. Bodie explains that the 918digital website is down because notices went to an email he does not check, and a fraud-hit debit card had been paying for it. He ends casually, hoping the site can be reactivated, wishing listeners a good weekend, and saying he will talk to them tomorrow.

As heard by us

A shareholder Q&A that keeps Tesla's future claims close enough to judge.

Tesla's 2025 shareholder meeting Q&A lands best when the questions start pressing against the answers. Bodie keeps the exchange moving, and the back-and-forth between investor thanks, manufacturing doubt, Mars talk, and autonomy optimism gives the episode a live edge.

Read the full review in PlayNext →

Why you'd press play

Hear Tesla's shareholder-meeting Q&A, where the 14 ballot items give way to Elon Musk and questions about autonomy, markets, and Mars.

Read the full recommendation in PlayNext →

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