Congratulations, you’ve made it through the first month of 2025!

Welcome to the EV Fast Five where I share with you EV content worth paying attention to. There’s a ton of EV content out there - around 500M daily tweets and, 720K hours of video uploaded daily to YouTube.

Out of all this content there’s only a few key pieces that are worth paying attention to, and there are 5 of them below 👇️ 

Also, be sure to check us out on X / Twitter!

#1

Tesla and Rivian charging stations right next to each other. At first I wasn’t too sure about this but it makes some sense. Not all vehicles have NACS connectors or access to the Tesla Supercharger Network and they may still use the CCS connector for fast charging.

There would already be the electrical infrastructure in place, making it easier to “tap into” the electrical grid. The argument that chargers should get distributed to stretch the electrical charging map is still there though!

#2

More EV buyers were “highly satisfied” with their purchase experience than ICE buyers. Makes sense, as Car Dealership Guy points out: “EV buyers are more likely to complete some of the car buying steps online”. When purchasing online, especially when incentives and discounts are immediately shown on the purchase price, it eliminates a consumers’ desire to negotiate further and they jump to the conclusion that "this is the price” as no human is involved.

When another human is involved, and the history of the “car salesman” who are typically perceived to take advantage, consumer’s defenses go up and immediately feel like they are not necessarily getting the best value.

I vote for more transparency when buying online - especially when it comes to the price of the vehicle and the trade-in value. I’ve gone online and seen an MSRP of X and then when I go into the dealer there’s a major mark up (sometimes in the 10%-20% range!) and of course my trade in value gets reduced by 10%-20% making it a giant waste of time.

Are you on Reddit? Check out our subreddit at https://reddit.com/r/evcanada 

#3

Lots to like about the latest Ford Mach-E. Heat pump, technology and Tesla Supercharger access have big impacts! In Canada, the lowest trim level, Select RWD starts at $52,995 CAD MSRP and the highest trim level, GT starts at $69,995 CAD MSRP.

The Ford Canada site, still leaves a lot left to be desired when it comes to details and availability, (Ford.ca) but hopefully it will get updated soon as it’s the 2025 model being the latest advertised as some manufacturers are already set to release 2026 model years in Q4 2025.

#4

Joe Rogan’s Tesla S-APEX Plaid was built by Unplugged Performance, here’s a video of him taking delivery.

Here are some key features of the custom machine:

• Carbon fibre widebody kit.

• Performance suspension, wheels and tires.

• Custom interior.

• Ceramic brakes.

#5

Here are Tesla company highlights from earnings call:

Summary of Tesla's Financial Results from Q4 2024 Earnings Call

Revenue & Operating Income

• Tesla reported $7.1 billion in GAAP operating income for 2024, with $1.6 billion in Q4.

• Operating cash flow totaled $14.9 billion for the year.

• Tesla missed Wall Street estimates in most respects.

Cost Reductions

• Lowest Cost of Goods Sold (COGS) per vehicle ever, now under $35,000.

• Tesla aims to pass cost savings down to consumers over time.

Record Deliveries & Energy Storage

• Q4 was a record quarter for vehicle deliveries and energy storage deployments.

• The Model Y is expected to be the best-selling vehicle worldwide for 2024.

Full Self-Driving (FSD) Progress

• Tesla increased AI training compute by over 400% in 2024.

• Over 3 billion cumulative miles driven using FSD Supervised.

• In Q4 alone, Tesla owners drove an average of 9.8 million miles per day using FSD—a new company record.

• FSD Unsupervised (robo-taxi service) expected to launch in parts of the U.S. in 2025.

• Plans to expand FSD Supervised to Europe and China in 2025.

New Vehicles & Production Plans

• Tesla confirmed the launch of two new affordable vehicles in early 2025.

• New vehicles will use aspects of both the current and next-gen platform.

• Production will be on the same lines as existing models (not a fully new production line).

• Tesla’s dedicated Semi factory will start production by late 2025, with ramp-up in early 2026.

Cybertruck & Future Vehicle Technologies

• Tesla revealed which Cybertruck technologies will carry over to future vehicles:

• 800V battery system

• 48V electrical architecture

• Steer-by-wire

• Rear-wheel steering

• Bidirectional charging (Power Share)

• First rear-wheel drive Cybertruck model launching in 2025, targeting a lower price point.

Tesla’s AI & Autonomy Roadmap

• Elon Musk predicts Tesla could become the world’s most valuable company.

• Tesla aims to launch FSD as a paid service in June 2025 in Austin, Texas.

• Plans for FSD Unsupervised rollout in California and more regions by the end of 2025.

Tesla’s Factory Innovations

• Autonomous vehicle movement at Fremont Factory: New Teslas now drive themselves from the assembly line to the delivery lot—Tesla’s first real-world use of unsupervised FSD.

• New tunnel at Giga Texas speeds up Cybertruck deliveries, reducing transport time by 60 seconds per vehicle.

Battery & Charging Expansion

• Tesla’s lithium refinery making significant progress.

• 4680 battery cell production rate now supports 2,500 Cybertrucks per week.

• Tesla upgraded its Supercharger network—V4 stations can now charge at 325kW, improving Cybertruck charging times.

Future Business Strategy

• Elon Musk emphasized that Tesla’s biggest future growth will come from AI, robotics, and autonomy.

• Tesla must upgrade Hardware 3 vehicles for FSD customers, a costly but necessary step.

Key Takeaways

• Tesla missed Wall Street estimates but achieved record deliveries.

• FSD is the core focus for 2025, with plans for unsupervised driving and robo-taxis.

• Two new affordable models launching in early 2025, with Cybertruck RWD and Tesla Semi coming later.

• Cost reductions are ongoing, and battery production remains a key constraint.

• Tesla continues to invest heavily in AI and factory automation, paving the way for self-driving fleets and Optimus robots.

This earnings call signals Tesla's shift toward an AI-driven future, with FSD and autonomy becoming major revenue drivers alongside traditional vehicle sales.

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