Tesla
Numbers
What the show said, with receipts
Every figure the hosts put on the record for Tesla, with its source and the date it was captured. The audited statements from the company's own filings are under Financials.
Freshness
0
Current (≤6 mo)
0
Recent (≤18 mo)
4
Older
Freshness is measured from each figure’s capture date, not from the episode date. An older figure is not wrong; it is a figure that has had time to move.
Reported figures
Vehicle deliveries (2023)
3 yr~1.81M
vs ~0 for legacy EVs in 2013; the fastest automotive ramp from 0 to 1M+ annual units in history
[Tesla FY2023 annual report] · as of 2023-12
Supercharger stations (2024)
3 yr~60,000+ stalls
the largest EV fast-charging network globally; now opening to other EVs — the network is becoming a product
[Tesla 2024 disclosures] · as of 2024
Automotive gross margin (peak, 2022)
5 yr~29%
vs ~7-10% for Toyota, Ford; software-defined vehicles + direct sales + vertical manufacturing drove the gap
[Tesla FY2022 annual report] · as of 2022
- David:Tesla's automotive gross margin was 29 percent in 2022. Toyota's is about 7 to 8 percent. The difference is vertical integration — Tesla does not pay dealer margins, supplier margins on key components, or the cost of supporting a legacy combustion powertrain.[Acquired Tesla, ch. The margin structure]
Market cap (peak, late 2021)
5 yr~$1.2T
briefly most valuable automaker by 7x over Toyota; the market was pricing in full-self-driving + energy + robotics
[Bloomberg 2021] · as of 2021-11