0:00 / 0:00
Elon's New Pay Package, Q3 Sales, Model Updates, & Optimus | Tesla Motors Club Podcast #76

Elon's New Pay Package, Q3 Sales, Model Updates, & Optimus | Tesla Motors Club Podcast #76

Tesla Motors Club Podcast Dec 06, 2025 43 min
0:00
0:00

About this episode

Tesla Motors Club Podcast #76 digs into Q3 delivery numbers, model refresh updates, and the controversy around Elon Musk’s new ~$1T pay package. They break down 497k deliveries vs 447k produced, discuss how the end of US tax incentives and other EV benefits may be propping up demand—and what happens next quarter. The hosts compare new Model Y Performance features (adaptive suspension, V2L) and the stripped-down Model Y Standard, plus Model 3 Highland-style upgrades. They also debate Optimus progress versus competitors, revisit the long-delayed Roadster story, and analyze why the pay package is likely to pass despite investor opposition.

Topics: q3 delivery vs production numbers us ev tax credit and hov benefit impact model y performance updates model y standard cost-cutting changes model 3 highland upgrades vehicle to load v2l feature debate optimus robot progress vs unitree elon's new trillion-dollar pay package roadster cancellation and opportunity cost future tesla product strategy and priorities
Technical Too Afraid to Ask
Tesla Model Y
Alexander Migl (CC BY-SA 4.0)
Car

Tesla Model Y

"...re were also a ton of what we called then the new Model Y, the Gipper. Yeah."
Sign in to suggest edits or report issues
Tesla Cybertruck
Alexander-93 (CC BY-SA 4.0)
Car

Tesla Cybertruck

"...ound up a little bit. The Model S, the X, and the Cybertruck combined, because Tesla doesn't break it out, was..."
Sign in to suggest edits or report issues
Tesla Model S
Granada (CC BY-SA 4.0)
Car

Tesla Model S

"...all it 500,000 just to round up a little bit. The Model S, the X, and the Cybertruck combined, because Tesl..."
Sign in to suggest edits or report issues
Rivian R2
Mikew4191 (CC BY 4.0)
Car

Rivian R2

"..., give it a more squared off rear like the Rivian R2, so that someone like me can sit in the back with..."
Sign in to suggest edits or report issues
Tesla Model 3
Matti Blume (CC BY-SA)
Car

Tesla Model 3

"Fair. Talking about the Model 3 in the comparisons, we're finally getting some ni..."
Sign in to suggest edits or report issues
Chrysler Pacifica
Bull-Doser (Public domain)
Car

Chrysler Pacifica

"...ric van that's a little smaller than the Chrysler Pacifica, kind of more similar to the Honda minivan, but i..."
Sign in to suggest edits or report issues
Tesla Semi
Korbitr (Public domain)
Car

Tesla Semi

"... be a low priority. And I've said things like the semi should be a higher priority in terms of environme..."
Sign in to suggest edits or report issues
Yangwang Yang Wang U9
Calreyn88 (CC BY-SA 4.0)
Car

Yangwang Yang Wang U9

"...e's a car that would jump over potholes. It's the Yang Wang U9 track edition, it's 3,000 horsepower. It set a to..."
Sign in to suggest edits or report issues
Mazda MX-5 / Miata
MercurySable99 (CC BY-SA 4.0)
Car

Mazda MX-5 / Miata

"I don't need that. I drove a Miata for many years. That car was so cool in terms of ..."
Sign in to suggest edits or report issues
9 cars featured

Request an Explanation

Heard something you'd like explained? We'll add it to this episode.

Sign in to request explanations for terms you heard.

Want to learn more?

Browse our glossary for plain-English explanations of automotive terms, jargon, and concepts.

Explore Terms

Help improve this episode

See something that's not quite right? Our annotations are AI-generated and can sometimes miss the mark. Click the flag icon on any annotation to suggest a correction.

Report incorrect info
Suggest better explanations
Flag missing cars