Kilowatt: A Podcast about Electric Vehicles · 918Digital

Tesla's Q3 2025 Earnings Call

·1 hr 40 min·5 clips

Elon Musk claims Tesla's AI will unleash a shockwave as millions of cars become self-driving with a software update.

Tesla opens with the formal Q3 webcast. Travis Axelrod does the investor-relations work, names Elon Musk and Vebav Taneja, and sends listeners to the update deck and proxy statement. Then Bodhi takes over in a looser mode. He describes Kilowatt as covering electric vehicles, renewable energy, autonomous driving, and more, and catches himself while landing on the correct 2025 earnings call. The best part is the hesitation. Bodhi does not treat Tesla's claims like they have already won the argument. He keeps pulling them back to the level of someone who actually has to pay the bill. Powerwall is the obvious test case. He talks through his own summer electricity costs, comparing a roughly 250 to 300 dollar bill with friends paying more than 500 without solar. The product clearly has a pull for him. A lease might make it reachable, but his timeline in the house and his family's future plans make the math shakier. That is the useful tension. He can want the battery, understand why it exists, and still decide the current price does not quite make sense for his household. Then the utility anger takes over. He names SRP and APS while describing the urge to push back against power companies that raise rates on solar customers. The logic gets a little messy, in a believable way. Sometimes he wants to act even when the move is not financially optimal, just so the utility earns less. Data centers broaden the complaint. Local news, water use, electricity demand, and shared grid costs sit behind his irritation with rising rates. The episode ends on voting language, with Bodhi pushing back on Tesla telling shareholders how to vote while criticizing other groups for influencing people. It feels more like a live reaction than a polished argument, which suits the episode: Tesla enthusiasm, household math, and suspicion of corporate pressure keep cutting into each other.

As heard by us

A loose, practical Tesla recap that cares more about lived costs than polished earnings-call language.

The episode turns Tesla's Q3 2025 earnings call into something closer to a grounded discussion of electric vehicles, solar bills, Powerwall costs, and who pays for the grid.

Read the full review in PlayNext →

Why you'd press play

Tesla's Q3 2025 earnings call, trimmed to bills, batteries, and grid politics.

Read the full recommendation in PlayNext →

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