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On this week's episode of Ride the Lightning, the Tesla and EV podcast, I took my first RoboTaxi ride,
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and I'm going to tell you all about my experience.
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Plus, Tesla published its master plan Part 4, then continued its busy week by proposing a massive new CEO compensation package and more.
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What's happening friends, my name is Ryan McCaffrey, and this is the September 7th, 2025 episode of Ride the Lightning.
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It's the weekly Tesla and EV podcast, episode number 527.
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Well, I want to start this week's episode on a serious note,
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and that is, I want to send some serious good vibes and speedy recovery wishes to long-time listener and Patreon backer Michael Gallo,
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who is undergoing a big surgery this week.
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Now, Michael's name, if maybe you've been listening for a long time, might ring a bell, because I'll just, and if not, that's okay.
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I'll just tell you a quick little story about him.
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Way back in 2018, when I first got my first Tesla, my Model 3 performance, The Spirit of Adventure,
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Michael caravanned with me over the holidays from San Francisco to Phoenix.
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As it turned out, he had messaged me, he was also heading there to see family of his own.
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Like I had mentioned on the podcast that I was going to be going and taking my first EV road trip, and so we ended up going together.
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And as I said, it was my first ever EV road trip, and as I had said at the time, I was a little bit nervous about it,
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which I know it sounds kind of silly for me to even say to myself, out loud now, because I'm so comfortable with it,
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but for the very first one, not knowing the ins and outs of the battery and how much range was really what I had on, what it said on screen.
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Anyway, even after all the research that I had done, all the knowledge I had accumulated, I was nervous about that first EV road trip.
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And having him there, and his lovely daughter was with him as well, along with me and my daughter in my car.
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So just having Michael there, not only made it really fun because we'd chat at the supercharger stops and we'd get bites to eat together,
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but it also made me feel a lot more comfortable taking that first EV road trip as well.
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And I don't know if I ever told him this, but having him there really meant a lot to me, and you know, it's a little thing,
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but it's something that I've never forgotten, and I've always appreciated that and appreciated him for that.
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And I've had the pleasure, we've seen each other a number of times since then, because he's local to the San Francisco Bay Area.
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And he even, far more recently, a couple of years ago, he gave me the honor of letting me be there in the car with him
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when he did his first proper, quiet back road cheetah stance plaid launch when he got his Model S plaid a couple years ago.
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So best wishes, Michael. I will be thinking about you this week.
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Getting going with the podcast as I teased at the top, I got my first Tesla RoboTaxi ride this week.
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In fact, it was today, just not just more than a few hours ago from as I'm recording this now.
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The app opened up to anyone living anywhere.
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Even Canada has access to the RoboTaxi app now.
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And if you're not in the San Francisco Bay Area or Austin, all you can do is join the waitlist.
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And I did the same.
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So as soon as I saw that the app was available, I downloaded it and joined the waitlist.
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So the next day I saw on X that a lot of people were getting in.
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So I checked my email because it says will contact you when you're when you're invited, when you can use the service.
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So I checked my email, no notification that I had been admitted.
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However, a little while later, I just happened to open the RoboTaxi app and boom, I had access.
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I was like, yes, this is great.
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And so I'm thinking, OK, where should I go?
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What kind of where can I send the car that's going to be somewhat challenging, not just like a straight shot somewhere?
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And so it's like, what errands could I run?
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And I had a couple meetings during the day.
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And as of now, the fleet is seemingly pretty small here in the San Francisco Bay Area.
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So getting a car was going to it said it would take like 27 minutes or something to get a car.
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And the point being the timing didn't end up working out yesterday for me to take a RoboTaxi ride.
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But I had arranged a lunch across town with Taylor Robinette, who if that name sounds familiar,
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he is a former guest on this podcast.
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He used to run the Tesla referral program.
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So if you remember that episode where I interviewed him about his experience as both a Tesla owner,
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Tesla enthusiast who crossed over, if you will, to become a Tesla employee.
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So I had messaged him because I knew he had mentioned on social that he had access as well.
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Anyway, so we make plans to meet up and then that would just give me a fun reason to chat with him,
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have a nice meal and RoboTaxi each way.
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And so OK, it's like I still have these plans set in stone.
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So the next day today, I had made a note in my phone that long before I needed to leave to go to this lunch,
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I should check the app and see how long it takes to get a car so that I can request the car in enough time to make it to our lunch on time.
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So I opened the app today and all and it just shows me I'm locked out and it just says click here to join the wait list.
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So unfortunately, I had access yesterday and today I don't anymore.
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So Taylor was very nice, though.
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What he was kind enough to do was I weigh mode to the lunch,
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which I thought would give me an excuse to kind of compare the two almost back to back, right?
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So I weigh mode to the lunch.
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We had a great time chatting and then and then he got a RoboTaxi and we RoboTaxi back to my house.
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And then he RoboTaxi home to his house.
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So at least I did get a ride, even though, in fact, I'm going to take a look one more time here.
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I can't imagine anything's changed late into the evening here on a Friday night, but you never know with Tesla.
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Let's see. Yeah, no, I still we will reach out as soon as you can book a ride.
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So no, I still don't have access, but hopefully that'll change sometime soon since I am in one of their service areas.
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But anyhow, my impressions of my one ride, it was it was about a 30 minute ride across San Francisco.
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And it did take the freeway for a chunk of it, but there was also some city driving.
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And my impressions were that it was pretty uneventful.
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It did it did do the trip about six to seven minutes quicker than the Waymo.
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Now granted, one was one way, one was the other.
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So there's variants there.
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Also, it was a slightly different time of day.
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So it's not quite apples to apples, but probably a factor in the trip going faster in the robot taxi
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was that the robot taxi took the freeway.
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And yes, there of course, there's as I've said on the podcast and you may have heard already,
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there is a safety monitor in the driver's seat in the Tesla, which of course in Waymo
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here in San Francisco, there is not.
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It is fully driverless.
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There's no one else in the car.
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But the safety monitor did not do anything when when I was on my robot taxi ride.
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So it did take the freeway for part of it.
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But yeah, it was very uneventful.
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It was quicker than the Waymo was heading back.
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It was also notably 40% cheaper than Waymo.
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I didn't think to check an Uber price.
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I should have done that for another comparison.
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It just it didn't even pop into my head.
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But it was 20 bucks in the Waymo to go from my home to the to our lunch spot.
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And it was $12 from the from our lunch spot back to my home.
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So 40% significantly, significantly cheaper via the robot taxi.
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And as I said, yeah, it was it was just uneventful, which is good.
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It didn't necessarily feel obviously ahead of the version 13 in my car.
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But it's also it didn't really it was very human like it was very smooth,
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I really don't have any complaints.
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Like it's it's probably a good thing that I don't really have anything to say about it
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in terms of nothing eventful happened.
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So I'm grateful to Taylor for again, I thought I'd be able to take my own first robot taxi ride.
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Instead, it took Taylor's generosity to do it.
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So thank you, Taylor for facilitating that.
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I really do appreciate it.
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And I will say one other thing.
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I guess my my one nitpick, which FSD does this as well.
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And I have I think I've taken away Mo from the same spot we met for lunch back to my house.
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And it and it didn't do this.
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But the robot taxi did take a route that I did not prefer.
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It went away that I'm not going to get into details.
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I don't want to dox myself.
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But it just went away that I would rather it not have gone.
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It wasn't the end of the world.
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It handled the drive just fine.
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So it did it did its work.
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I just would have preferred it gone a notably different direction.
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I don't think it it maybe took a couple minutes longer going the way it did.
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Then if it had gone the way I wanted it to go.
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But still very cool to get to experience it.
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And hopefully the first of many more robot taxi rides to come sooner rather than later.
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But thought I would share my first experience with you.
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Now Tesla CEO Elon Musk posted on X this week in the wake of the widening of the user base
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in both Austin and the San Francisco Bay Area saying quote the safety driver is just there
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for the first few months to be extra safe.
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There should be no safety driver by the end of the year end quote.
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So if we're lucky maybe January 1st 2026 or so we'll have completely empty Model Y
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Now granted he's not just giving some off the cuff answer there I don't think.
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Because I believe at least in the Bay Area but I think also in Austin that the
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state DMVs each require a certain number of miles of service with the safety monitor there
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before those respective DMVs will allow you to go fully driverless.
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And yes Waymo did have to go through the same thing in both San Francisco and Austin.
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So a few months must be when Elon believes that Tesla will have accumulated enough miles.
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In each of those areas.
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Now obviously Austin's been running a bit longer than the Bay Area but the San Francisco Bay Area
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geofenced region geofenced usage zone is significantly larger than the Austin one.
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So SF might be able to make up the difference there.
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On next up this week Tesla's latest addition to its lineup that would be the six seat Model
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Y L is proving to be a massive hit in China with early demand far exceeding expectations.
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I saw this quick story on Drive Tesla Canada who wrote according to a local Chinese media report
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citing a Tesla salesperson since its launch on August 19th the long wheelbase electric SUV
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has already generated 120,000 orders. That equates to an average of close to 10,000 new
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orders per day. The first deliveries began on September 2nd and Tesla expects the first
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large wave of customers to receive their vehicles in October. That needless to say
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is a crazy order rate. Needless to say it's also not sustainable nor what anyone expected to be but
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if that report is accurate which again they're citing a Tesla salesperson there
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120,000 orders on this single variant in less than a month's time is absolutely bonkers.
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To put that in a different context, 120,000 in about 12 days as of this report
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means again on just the Model Y L not the long range not the rear wheel drive just the Model Y
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L that represents 10% of all Model Y deliveries from the entirety of last year from all of 2024
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1.2 million Model Y last year 10% of that just happened in 12 days on one version of the Model Y
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in China. One trim 10 days insane so I'm gonna say it again and I know you're all with me here
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nobody's nobody's arguing against me Tesla's got to get the L over here and take the W take the win
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Tesla get it over to the US get it to Europe ASAP do not deny this vehicle to your customers
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in the rest of the world let's go let's see that Model Y on the road and coming out of
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Austin Fremont and Berlin. Next continuing to warm up this week friends of ride the lightning
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Franz von Hulshausen Tesla's chief designer and Lars Morevi Tesla's chief engineer brought the
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mini refresh Model S plaid over to Jay Leno for a new episode of Jay Leno's garage they
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brought it in frost blue their newest color now Jay of course has one of the very first plads from
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back in the summer of 2021 so for him this was seeing what Tesla has updated on the car over the
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past four years for the rest of us that have been following along with all of this stuff super
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closely I will tell you there's no real new information here though as all of you know
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I always enjoy hearing from Franz and or Lars so I do encourage you to give it a look check it out
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on Jay Leno's garage YouTube channel if you're interested in watching it it's about 40 minutes
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long as usual the format is the first half or so of the episode is Jay walking around with
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the company representative or in this case representatives walking around the car in his
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garage pointing out all kinds of external and internal stuff and then the second half of the
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episode is Jay out driving the car and that's exactly what the case was here I do want to play
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you just one clip though it came from right at the end of the episode and I'll warn you in
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advance it's there's no new information or details in this clip but I just want to say
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and I've said this before that Jay like me always asks Franz and Lars about the new roadster every
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time he sees them because I think Jay is as excited about that car as I am and I appreciate Jay for that
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so here's the clip of Jay doing just that it's always a pleasure when you come by and I hope
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one day soon to see the new roadster yes I'm very excited about that coming coming so I promise you
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Jay we will bring you here first I was a young man when I first thought about getting so are we
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yeah yeah so very good well cool like a fine wine yeah aging aging well yeah well I get that Jay
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has a much bigger audience than I do so uh hey guys Lars and Franz could you maybe bring the
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new roadster to ride the lightning second please maybe could I could I get in the queue for that
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that would be fantastic when the time comes before I get to the main stories this week
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I wanted to say that I hope all of you who are kindly supporting my efforts with the podcast
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over on my patreon page enjoy this week's lightning round mini episode if you're with me
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at that ten dollar per month tier or higher this week's lightning round was the second
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patreon profile as I'm calling them it's with a listener so it's a it's just a conversation
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with with one of you with a listener to hear your tesla story your ev story I just I found
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off the air over the years of doing this podcast that I just really enjoy talking to each of
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you when I get a chance to meet you and just I just like hearing how you got to the podcast
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how you got into tesla because everybody has a little bit of a different story right so uh this
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week's lightning round is the patreon profile with a listener named Jared from Seattle whose
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background in software has him particularly fascinated with tesla's autonomy efforts
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so our conversation on patreon this week is definitely tilted in that direction if you enjoy
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those let me know if you don't let me know I'm doing you know I'm thinking once a month for that
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but obviously every other week is just a different evergreen ev tesla related topic so
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check that out on patreon if you are with me on patreon if you're not already with me on
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patreon I would be humbled and grateful if you chose to join me on patreon and support the podcast
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support me support my family the way to do that is to go to my patreon page found at
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patreon.com slash tesla podcast patreon spelled p-a-t-r-e-o-n or just click the link in the
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episode description and you'll see that at that ten dollar per month tier that's the most
20:14
popular tier you not only get all hundred and fifty something of those lightning round
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mini episodes that I do every week but also you get an ad-free version of the episode every week
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and you get early access to that ad-free version every week so each tier has different perks and
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bonuses they stack as you go up just if the if ten bucks if if I'm not worth that to you
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but you know what maybe five bucks you can do well for five bucks a month you'll still get
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the ad-free episodes and you'll get the early access each week to that that ad-free episode
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so again patreon.com slash tesla podcast for that and if you'd prefer to do a once a year
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annual pledge there's an option for that on patreon and as a thank you for doing that
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I give you a 10% discount so thank you so much for considering your patreon pledge
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probably the biggest tesla story in yet another busy week of tesla news the company released
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its master plan part four following part one in 2006 which I remind you was two years before
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they ever delivered a car which is pretty sweet especially when you look back on it and see
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that they've achieved everything from the original master plan part two or part two
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was in 2016 which I covered on the podcast at the time yes I've been going that long
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and part three was in 2023 just two years ago the heart of this one is a term that we've already
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heard Elon use and that term is sustainable abundance I'm going to read you the whole thing
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and it's a lot but I'll start just start with the intro and we'll just go from there
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it's this this one it's long ish it's definitely longer than part one or part two
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it's not longer than part three which was a hefty thing but anyway let's just get started
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here so the intro says since tesla's founding each iteration of our master plan has focused
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on our north star to deliver unconstrained sustainability without compromise humans are
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tool makers at tesla we make physical products at scale and at a low cost with the goal of making
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life better for everyone as the influence and impact of artificial intelligence technology increases
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the mission set forth in master plan part four should come as no surprise this next
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chapter in tesla's story will help create a world we've only just begun to imagine
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and will do so at a scale that we have yet to see we are building the products and services that
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bring AI into the physical world we have been working tirelessly for nearly two decades to
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create the foundation for this technological renaissance through the development of electric
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vehicles energy products and humanoid robots now we are combining our manufacturing capabilities
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with our autonomous prowess to deliver new products and services that will accelerate global
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prosperity and human thriving driven by economic growth shared by all we are unifying our hardware
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and software at scale and in doing so we are creating a safer cleaner and more enjoyable
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world this is sustainable abundance so again i'm i'm gonna get into the whole thing i'll try
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and make it as quick as i can because i i normally i wouldn't read the whole thing because i
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i worry that when i read things that are just too long at a certain point it just gets boring
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to listen to is my concern but i think i kind of just have to read you the whole thing
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if you don't mind because i just want you to get the full picture of it so here's the rest
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the first section is guiding principles the first one is growth is infinite
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they say growth in one area does not require decline in another shortages in resources can
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be remedied by improved technology greater innovation and new ideas the technologies
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that gave us the ability to power machines led to industrial revolutions that have widened
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our economic landscape creating more opportunities for all groundbreaking inventions like the
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semiconductor and the internet have expanded not diminished social and economic opportunities
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across all aspects of the human experience from creating more jobs to providing greater
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access to information to enabling deeper interpersonal connections our desire to push
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beyond what is considered achievable will foster the growth needed for truly sustainable
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abundance and then the next section under guiding principles is innovation removes constraints
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for centuries humans prime humanities primary mode of transportation was the horse
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then over the last 50 plus years cars with internal combustion engines powered by fossil fuels
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became the standard and expected transportation method the idea that batteries could be produced
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affordably and at a scale large enough to pivot the transportation industry away from
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fossil fuels seemed a fool's errand until tesla led the way forward through continued
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innovation we have overcome the technological constraints of battery development and built
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an industry powered by renewable resources the next the next part of this is technology
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solves tangible problems the products and services born out of the acceleration towards
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sustainable abundance will advance humanity by solving real-world problems to further accelerate
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our innovation we build each product more efficiently and more sustainably than the last
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solar energy generation and large-scale battery storage are increasing the availability
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and reliability of clean electricity in our communities and are doing so more affordably
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and more sustainably autonomous vehicles have the capacity to dramatically improve the
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affordability availability and safety of transportation while reducing pollution particularly
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in our increasingly dense global cities optimists are autonomous humanoid robot is changing not
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only the perception of labor itself but its availability and capacity capability pardon
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me jobs and tasks that are particularly monotonous or dangerous can now be accomplished by other
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means in this way optimus's mission is to give people back more time to do what they love
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autonomy must benefit all of humanity the tools we make at tesla help us build the
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products that advance human prosperity how we develop and use autonomy and the new
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capabilities it makes available to us should be informed by its ability to enhance the human
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condition making daily life better and safer for all people through our autonomous technology
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has always been and continues to be our focus greater access drives greater growth
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making techno excuse me making technologically advanced products that are affordable and
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available at scale is required to build a flourishing and unconstrained society
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it serves to further democratize society while raising everyone's quality of life in the process
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the hallmark of meritocracy is creating opportunities that enable each person to use
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their skills to accomplish whatever they imagine everyone deserves access to these opportunities
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and technological growth can help ensure that each of us is able to maximize our most limited
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resource time now the next section and the end they say we're accelerating the world's
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transition to sustainable abundance we must make one thing clear this challenge will be extremely
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difficult to overcome the elimination of scarcity will require tireless and exquisite
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execution some will perceive it as impossible and plenty of others will laud every obstacle
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and setback we inevitably encounter along the way but once we overcome this challenge
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our critics will come to see what they once thought was impossible is indeed possible
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and that will be fine with us because what matters most is that together we create a sustainable
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and truly abundant future for generations to come and then the final subhead here all worthwhile
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journeys are long and they all begin with a first step our first step was to make an exciting
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sports car roadster then we leveraged those profits to fund the development and production
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of more affordable yet still exciting products model s and model x then we repeated the process
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bringing us to model three and model y and onward this process required us to take many steps some
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of them small and others large but ultimately each win led to another win and even with our
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failures we were able to keep building momentum our momentum allowed us to build out a fully
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integrated ecosystem of sustainable products from transport to energy generation battery
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storage and robotics today we are on the cusp of a revolutionary period primed for unprecedented
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growth and this time it will not be a single step but a leap forward for tesla and humanity
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as a whole the tools we are going to develop will help us build the kind of world that we've
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always dreamed of a world of sustainable abundance by redefining the fundamental building blocks of
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labor mobility and energy at scale and for all so there you go that is master plan part four
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i read it over a few times and i'll be honest with you it seems pretty vague to me and i think
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that's what disappoints me about it the first three plans were all quite clear on what exactly
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the company wanted to do and how exactly it was going to do it i will give you an example here
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it's it's just very idealistic actually let me let me just first go over what i just said so
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part one still my favorite one because i don't know it just is it was three steps basically build
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a low volume expensive sports car to prove out the capability and excitement of evs then use the
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money from that to build a cheaper sedan mid volume then use the money from that to build a
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more affordable high volume sedan and they did it they absolutely did it if you went back in time
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and grabbed 2006 elan musk after he first wrote that like after he just clicked publish
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and went to the tesla.com website i guess at the time it was tesla motors.com
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and you brought him to 2025 he'd be like whoa how many how many cars do we have how many did
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we make last year like he'd he'd be like wow we we did it that's amazing so i still love the original
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master plan now part two literally concluded with a boiled down plan of action that i'll
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just read you real quick it concluded by saying so in short master plan part two is
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create stunning solar roofs with seamlessly integrated battery storage expand the electric
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vehicle product line to address all major segments develop a self-driving capability
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that is 10x safer than manual via massive fleet learning enable your car to make money for you
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when you aren't using it and so well let's look at that they've done the solar roof with home battery
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storage they've expanded the evi product line to address well some segments i hope they get back to
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finishing that one and going into all segments develop a 10x safer fsd capability well they're
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in the final stages of this like for real it's i wrote in it today and enable your car
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to make money for you well that one hasn't happened yet but it is genuinely within sight as well
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then master plan part three was a massive 41 page document that i had to go back and refresh myself
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on in advance of this week's episode explaining in detail quote a proposed path to reach a sustainable
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global energy economy through end use electrification and sustainable electricity generation
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and storage and again what they're doing this mega pack look at the mega pack installation
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in california in australia in hawaii they are doing this mega pack is basically the key to that
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part three uh goal and and they're doing it like it mega pack is a is a growing and successful
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segment of the tesla energy business now part four here is again pretty vague certainly by
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comparison to parts one through three it is an idealistic here's what we want to do and it's
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gonna be hard to get there like okay yes but i don't really feel like it explains how we're going
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to get there for example optimus is super cool and all i fully recognize that i've been at an event
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where they've been walking around teleoperated or not it's crazy that that's like they've
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been walking around serving drinks and snacks like i've seen it i've seen the the sort of early
34:34
version of it but with the amount that elan has said they think they can sell of optimus
34:42
the fact of the matter is they're going to need to convince a whole lot of families to spend
34:48
about 25 grand on a robot that's a lot of money for a lot of families i'm not saying it's not
34:55
worth it but i'm just saying that's a lot of money for many many people and there are cool examples
35:03
that tesla could have pointed to of how tesla can be of real world benefit to human beings like for
35:11
instance being a home health aid to the elderly not like literally replacing a human but very
35:19
much assisting a human in that capacity like for instance helping lift an elderly person
35:25
in and out of the shower or bath as one example so i'm not sitting here saying that tesla should
35:32
have outlined every single use case for optimus but i just think they didn't really provide any
35:39
details on how these products particularly given what they're going to cost are going to create
35:45
abundance for everyone for the wealthy sure the people that can afford a 25 000 robot yeah
35:55
that that then those people are going to get some time back and that's cool but for a lot of working
36:02
families that's going to be a taller order i i guess i would sum it up it's i would sum it up by
36:08
saying this sustainable abundance thing it's a very star trekking aim like you know star trek
36:17
there's no money there's no currency people just do things to intellectually enrich themselves and
36:26
challenge themselves and you know humanity pushes into the depths of space to learn things and
36:34
you know it's not about commerce so it's this this master plan part four it's a very star trek like
36:43
idea and and i love the optimism don't get me wrong but this just doesn't feel grounded to me
36:51
like the other three master plans felt and i think that's ultimately my issue with it
36:56
and i wasn't alone in that after i read it and jotted down my notes i went and looked at
37:01
the comments under the x post because this unfortunately this wasn't posted to tesla.com it was
37:08
only posted to x which i mean i get why but i think the tesla master plan should probably
37:14
live on the tesla website but that's a very minor little nitpicky complaint but anyway i guess i
37:21
maybe i shouldn't complain too much because if it's on tesla.com you can't there's no
37:26
comments underneath to see how people feel about it on x there very much is and on x
37:32
a lot of people had very similar reactions to me now elan did respond to one of those people
37:40
tesla investor dave lee who i i know a little bit dave's a good guy uh the next day elan responded
37:46
to dave the next day and dave had been saying same thing like hey there's kind of a lack of specifics
37:52
here and elan responded saying quote fair enough we'll add more specifics now tesla also put up a
38:00
short video to accompany this that you can see on their social channels that shows little bits of
38:07
footage from all across the company right it's like a sizzle reel kind of thing narrated with the
38:13
with parts of this sustainable abundance plan and you know you know i mean i work in media
38:21
so i very much know but you know that every frame of video in something like that is carefully
38:31
scrutinized before it's cleared for public publication that's that's just a fact now
38:39
why do i bring that up it's because in one brief moment during a shot in the design studio in
38:46
franz's shop of and and in the foreground the thing you're supposed to be looking at
38:53
is the cyber cab it's a clay model of the cyber cab being carved that's what's in the foreground
39:01
you're supposed to be focusing on that but in the background there is a row of what appear to be
39:09
tiny cyber suvs exactly the vehicle that i was talking about on last week's lightning round
39:18
over on patreon now it could be the perspective the angle of the image the still frame messing
39:27
with me but that's why i said many these these cyber suvs because there were like three of them
39:34
they definitely did not look like full-size models because a full-size cyber suv would be
39:41
a very very large vehicle but i would have to imagine that tesla doesn't go ahead and make a full
39:50
one-to-one scale model every single time they probably start and iterate with smaller models
39:58
first and to describe it to you if you haven't seen it online these cyber suv models are almost
40:07
identical to cyber trucks but instead of sloping back down from the peak of the triangle aka the
40:15
top of the windshield and down towards the bed of the cyber truck instead the roof glass from the
40:22
peak of the of what was the triangle the top of the windshield just goes straight back forming a boxy suv
40:31
shape so i would be thrilled if this is a real product to a address a relatively unaddressed
40:42
market segment for tesla that being the large three row boxy suv you know the the escalades
40:50
of the world and then b i would be thrilled because it would further leverage the cyber truck platform
40:58
the tooling and the production line all the resources that have already gone into the
41:03
cyber truck that unfortunately for the moment seem to be underutilized or at the very least
41:10
that those resources are a far cry from the 250 000 per year production total that elan had
41:20
repeatedly stated over the years for cyber truck leading up to the launch and we they're instead
41:27
they're at like an order of magnitude less than that right now by the way um i'll conclude
41:35
here by saying that well besides the fact that i really want the cyber suv to be real
41:42
on a more kind of general level i do absolutely adore the concept of a company issuing evolving
41:52
updating master plans and doing so publicly i would honestly like to see more companies do it
42:00
i mean i suppose the cynical perspective on why no other company that i'm aware of
42:05
does this is because most companies master plan is just make as much money as possible
42:14
so i'd love to see more companies adopt a public public facing master plan strategy
42:22
i mean tesla's done so now for almost 20 years wow wow actually that's right
42:28
we are less than a year away from the 20th anniversary of the first master plan in fact
42:34
the exact date i looked it up master plan part one was posted on august first 2006 so yeah we're
42:43
about 11 months away from the 20th anniversary of that one and really more to the point is with
42:51
a master plan we are able to hold tesla accountable to an degree to a degree to what they've laid out
43:00
and then they've been able to hold themselves accountable to that as well and i think just i
43:07
just think that's a good thing so i'd like to see more companies do it uh to conclude on this
43:12
topic because there there is plenty more to talk about i know i've already been
43:16
been chattering away for quite a while i made the master plan part for the subject of this week's
43:22
patreon poll i linked to it for people to read and i simply asked what do you think of tesla's
43:30
master plan part four running away with the vote with 44 percent of over 270 votes
43:41
was the second choice on the list which was it's interesting but light on details
43:48
23 percent voted i'm not sure what they're going for with this 15 percent said i love it bring on
43:58
sustainable abundance 14 percent said so no mention of new cars and then the remaining
44:08
four percent just said just show me the results so just as the online response was
44:15
not dissimilar from my takeaway from it sounds like those of you that voted in the patreon poll
44:21
this week were kind of along the same lines as me generally speaking as well a little vague that's
44:28
that's the complaint here a little vague thank you to everybody that took the time to vote
44:32
and plenty of you left comments below as well a lot of good points down there and a quick reminder
44:39
that you do not have to be supporting me at all on patreon in order to vote in each week's patreon
44:45
poll it's totally free it's open to anybody i just want you to swing on by and cast your
44:51
vote each week at patreon.com slash tesla podcast the new poll question typically
44:59
goes up on tuesday evenings so look for that stop on by and make your voice heard
45:06
a quick mid-show break right here to remind you about my friends at xcare accelerate auto
45:13
and their product xcare it's the ev specific extended warranty these folks have rewritten
45:21
the rules rethought the whole thing first principles problem solving just like what tesla
45:26
does with the regard to extended warranties they've tried to make it simple they've tried to make it
45:33
very useful and customizable very flexible and as a customer myself of xcare i genuinely
45:42
believe they've done just that so whether you want to cover your entire car just basically
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extend your manufacturer's warranty for two more years three more years five more years seven
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up to 10 extra years for 20 000 miles 40 000 miles 75 100 or even 125 000 miles you can do any of that
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whatever works for you and your needs with your car if you plan on hanging onto it for a while
46:14
go to xcare.com and because you arrive the lightning listener you'll get a hundred dollars off when you
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select xcares one-time payment option by using the discount code lightning that discount code again
46:29
lightning hundred dollars off just head on over to xcare.com configure your extended warranty
46:36
for your tesla or ev however you want to do it including maybe you want to cover your high
46:42
voltage battery and the drive unit because those are the most expensive components of the car
46:48
you can do that you may be eligible for that coverage as well so again check them out xcare.com
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hundred dollars off with the discount code lightning when you select xcares one-time
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payment option yep or 45 plus minutes into the podcast this week and we are still rolling
47:07
another big story this week tesla has released its 2025 proxy and it includes an unprecedented
47:14
one trillion that's with a t pay package for elan musk if he meets all of its objectives
47:24
i want to give a tip of the cap to our tesla tipster friend soyer merit who wrote up a wonderful
47:30
summary of this after cruising through the aforementioned proxy and soyer writes if elan
47:38
wants to receive the full award he will need to create 7.5 trillion dollars in shareholder value
47:46
making tesla an 8.5 trillion dollar company the plan spans 10 years the additional shares elan
47:57
could receive would push his stake in tesla to at least 25 percent there are 12 tranches
48:05
with each worth about 1 percent of the company the first one would come at a 2 trillion dollar
48:11
market cap as the puppy drops a toy ball on the floor if you're wondering what weird sound that
48:17
just was to capture each tranche elan not only has to meet a market cap milestone but one of the
48:24
operation milestones as well meaning if elan doesn't deliver he gets paid nothing making this a well
48:32
in uh soyer's opinion anyway a very shareholder friendly one elan will have to hold the new
48:39
shares after he receives them for seven and a half years tesla wrote in the proxy quote the 2025
48:47
ceo performance award similarly challenges elan to again meet a series of even more aspirational
48:55
goals including operational milestones focused on reaching adjusted ebit dot targets thresholds
49:02
that are up to 28 times higher than the 2018 ceo performance awards top adjusted ebit to milestone
49:10
and rolling out new or expanded product offerings including 1 million robotaxies
49:16
in commercial operation and delivery of 1 million ai bots all while growing the company's market
49:23
capitalization by trillions of dollars now soyer added in another post this he says quote this is
49:32
an interesting tidbit in tesla's proxy filing the board says quote ultimately the committee
49:38
believed it to be critical to tesla to secure musk's commitment to tesla and receive
49:44
assurances that musk's involvement with the political sphere would wind down in a timely manner
49:51
end quote the company doesn't really go into any further depth on this so it's unclear what kind
49:57
of assurances they may have received the company also says it wants to develop a meaningful framework
50:03
for long-term succession planning led by the board with elan's participation so thank you to
50:11
soyer for that now those of you who are tesla shareholders will be voting on this ahead of the
50:18
upcoming shareholder meeting in about two months from now in november so i very much encourage you
50:24
to read up in more detail on this than just the general three-minute overview that i've given
50:30
you here but a couple of quick thoughts from me one i am glad to see that 20 million vehicles
50:38
delivered is one of the tranches now it's not 20 million per year so it's not the battery day 2020
50:47
goal that they had set for themselves to achieve by 2030 it's not that it's 20 million total vehicles
50:56
delivered if you're curious tesla is at about eight they're just over eight million now and so far
51:04
they've yet to crack two million per year as you know they've been just below that for the past couple
51:11
years and they are likely to come in a bit under that this year as well so they would either hit
51:19
this in about six years from now at their current pace or it could certainly be quicker and probably
51:26
will be a bit quicker depending on how many cybercaps that they're able to produce and really
51:32
basically it's not even the production of it it's what's the demand for it you know how how many
51:39
cybercaps does tesla want to make for themselves for fleet owners in which cities etc but cyber cab
51:47
and then if tesla introduces more vehicles like wood could uh a cyber suv like i was talking
51:56
about earlier be one of them i mean the roadster i hope to goodness is is in there that's
52:02
going to be a drop in the bucket it's not really going to get a much closer but roadster and then
52:07
semi as well they are about to uh open up their high volume semi facility up in up in reno that
52:16
will be in early next year and so that the semi will contribute a decent bit to to growing the
52:24
the vehicle total as well but the point is 20 million vehicles delivered is still going to
52:31
take some time and and really that's what i want to see so if tesla introduces more vehicles to help
52:40
hit that goal great i am all for that that's what i want i'm a car guy who loves tesla cars tesla
52:48
vehicles i want to see fran's cook in more vehicle segments i want to see that tesla
52:55
minivan i mean i don't want to i've been i've been given the same the same spiel here a
53:00
lately so i'm just i'm happy to see that that is one of the tranches if you're curious what uh a
53:08
couple of the other ones are there's also 10 million active fsd subscriptions one million robots
53:17
delivered and one million robo taxis in commercial operation so uh the other ones are all from
53:25
adjusted ebit to numbers that's the the rest of the the operational milestones there
53:31
so uh i'm also glad to see the board at least have a meaningful discussion with elan with regard
53:38
to politics such that just whatever they decided on in that negotiation i guess it was got put
53:48
into writing because i think regardless of your political affiliation i think we can all probably
53:54
agree that it's not the best thing for tesla to be actively politicized in any way right like it's
54:02
you want everybody to want to buy your cars no matter who they who they uh cast their votes for
54:08
in in elections and then finally i wanted to mention on the long-term succession planning
54:16
part now you guys know my pick for that i've said it before it's jb straubel he's the guy
54:24
he is young he has all the engineering knowledge and he knows the company back to front
54:31
top to bottom as well as anyone other than elan he is a co-founder but as i think that i've
54:39
said on the podcast before the sense that i got from jb during my interview with him for episode 501
54:48
now i will note slash admit that i didn't i chose not to ask him this question directly
54:56
because to be honest with you it was just kind of my my interviewers my journalistic
55:01
intuition if you will i just i didn't feel like that i had quite earned enough trust with jb
55:09
in that first meeting with him to to ask him because that's that's a that's a big question to ask him
55:17
and without that trust built he might have just kind of brushed it off or you know
55:24
that would be a question i'd want to ask him maybe on a second interview if i ever if i ever
55:30
get the opportunity again but um so anyway my sense was from jb that he would turn down
55:41
the opportunity if he were asked to be the first in the line of succession after elan to be the
55:49
ceo of tesla that he would turn it down because my sense was that he seems really
55:56
dedicated really focused on the large-scale battery recycling problem that he is tackling
56:03
over at redwood materials now if it turns out that tesla ceo's succession isn't needed for
56:13
10 15 maybe more years from now then by the time it is needed jb would still be relatively young
56:23
and redwood has a comp and maybe at that time redwood's accomplished its mission
56:29
and then maybe he'd say you know what yeah okay i'll i'll come back and run tesla here
56:34
and help help steer the ship if if elan's no longer there but as to who else could be on that
56:42
shortlist my only other thoughts are two things one i don't think i would want an outsider for that
56:53
like uh um what's the guy's name herbert oh geez the guy the former volkswagen guy
57:01
dice is that his name anyway yeah he was floated as maybe a board member or something
57:07
at one point or or like a coo like like when shot well is it spacex next to elan but
57:14
i just i don't think you'd want to like tesla is such a unique entity and operates so differently
57:21
than any other car company that i don't think i would want someone who was forged in the fires
57:27
of traditional legacy automotive to come in and with that background into tesla so i think it would
57:36
have to be somebody internal and so and i also would rather it be an engineer than a c-suite guy
57:46
no disrespect to c-suite guys but i think an engineer is because of the kind of company that
57:53
tesla is you'd really need somebody with that very intimate product knowledge
58:00
and and just thinks that way rather than just thinking about you know making the most money
58:06
so would larz moravy want the job larz i don't know if you're hearing this and you're you're
58:12
bursting out laughing right now um larz is doing an awesome job engineering the actual safest
58:19
vehicles in the world and larz is he's definitely an engineer and he's and it's the other thing it's
58:27
not just because he was on the podcast and you know i i'm honestly floating his name because
58:34
and i think this came through in my interview with him on episode 499 so maybe you'll agree
58:40
from when you listen to it but my sense from talking to larz both on microphone and off
58:49
is that he is a person not only is he obviously a tremendously talented engineer
58:55
but he cares deeply about tesla's mission again i think that comes through in my interview with him
59:03
but that's whether it whether you think it did or not i very much got that sense from him
59:10
from talking to him on the on microphone and off microphone as well so
59:16
i would trust him to do it i guess is what i'm saying i don't i don't know if he would want the
59:20
job but it seems like we probably won't need to even worry about succession for quite a while but
59:28
if the board's gonna have they it's there it's in their fiduciary duty to the company
59:34
to have a succession plan and well larz would would be on my short list right behind jb stravel
59:42
anyway like i said you can read up on this ceo compensation package proposal if you're a shareholder
59:49
and then prepare to cast your vote in around a month or so a couple more stories for you this
59:56
week if you'd like to take delivery of your model y or presumably cybertruck at giga texas i've
00:02
got good news this comes via drive tesla canada who writes according to giga texas observer and drone
00:10
pilot joe teggmeyer tesla has quietly been conducting limited direct deliveries out of giga texas for
00:16
several months including of course the first fully autonomous delivery of a vehicle from the factory
00:22
to the other side of austin now tesla is taking it a step further with a permanent facility
00:29
designed to handle a larger volume of customer pickups the new delivery center is being developed
00:35
on the north end of the plant's west end of line building where completed vehicles roll off the
00:41
production line this area will serve as a public facing delivery hub where customers can finalize
00:48
paperwork complete the transfer of ownership and drive away in their new tesla to accommodate
00:54
the new delivery flow tesla is building additional road infrastructure a new access point is being
01:00
constructed on the northwest corner of the outbound lot connecting to a north south road that links
01:05
tesla road on one end and river road on the other this will give customers direct access to the
01:11
pickup area without interfering with the plant's internal logistics tesla originally planned to
01:18
conduct a excuse me construct a separate welcome center closer to tesla road but those plans have
01:26
now shifted instead the visitor facility will be built just north of the end of line building
01:32
taking advantage of the new public road connection according to teggmeyer the new delivery center
01:39
should be up and running by the end of the month it's unclear at this time if tesla will
01:44
allow any customer to pick up their new vehicle from giga texas or if it will be limited to new
01:49
owners in texas and nearby states well this is awesome news i love it and maybe i'll tell you
01:57
i'll say it's a little surprising and the reason i say that is because of tesla's push for autonomy
02:05
meaning that they are investing money and resources into this delivery center on site
02:11
at giga texas when they will soon have autonomous self-deliveries available at least for local cars
02:19
so my hope is that anyone can choose this and not just austin residents or texas residents
02:28
and i really hope that they pair this with an optional giga texas factory tour if they don't
02:35
i'll be honest if they don't oh hey this my i just caught this out of the corner of my eye my
02:42
phone lit up and i was like i'll look at that later and then i took a quick glance out of the corner
02:47
of my eye it's the robotaxi app that sent me a push notification that said good news ryan
02:54
you now have access so yes 9 42 p.m pacific here somebody at tesla's working late on a friday
03:03
go home please have a weekend i could this could have waited it's okay but thank you i
03:09
nevertheless i don't want to i don't want to uh be ungrateful here thank you for access
03:14
so if i tap that it launches the app welcome ryan get ready to book a ride activating your service
03:21
and sure enough it says a ride can arrive in 23 minutes i will put this to more use over the
03:28
weekend and have more to say on next week's podcast well excellent i get that i'm glad that that sort of
03:36
now you have it now you don't ended up being just a little hiccup and now i've got access so
03:43
back to my thoughts on the giga texas delivery center oh right the factory tour i really seriously
03:50
hope that tesla will offer an ellio optional of course not everybody's gonna want to do it but
03:56
i hope tesla offers a giga texas factory tour for those folks who are taking delivery out of this
04:03
delivery center at giga texas if they don't it will be a crying shame it's it's just it's a
04:10
layup to pair those things i know it still requires resources you need tour guides you
04:16
so you have to pay employees to do it you have to have the trams and they have to have
04:23
routes and it all has to get figured out so that it doesn't get away get in the way of vehicle
04:27
production but tesla please i hope you are going to offer free giga texas tours for those people
04:35
who are taking deliveries at giga texas it's uh because really and i'll be honest there so
04:42
there's a legitimate reason not just because it would be cool the real reason the legitimate
04:48
reason is this because offering a factory tour is only going to foster more enthusiasm for these cars
04:58
more enthusiasm for the tesla brand and more importantly more enthusiasm for tesla's mission
05:07
because take it from somebody who has had the extreme privilege of doing tesla factory
05:13
tours a few times over the years including i i did have the great fortune to walk
05:20
the cyber truck production line at the cyber truck delivery event at giga texas back in
05:26
november of 2023 you've heard me say this word before and i'm gonna say the same word again
05:32
because it is the first word that comes to mind when i think of my factory tour experiences with
05:38
tesla the word is inspiring it is inspiring to me to see what goes on in there and i think a lot of
05:47
other people would be inspired to especially if they're new owners right just think about it put
05:52
yourself in the shoes of someone who's never who's not like us they're not like super enthusiasts
05:59
like us they've decided they've done their research maybe they've talked to neighbors friends
06:05
family whatever they've said okay i'm gonna i'm gonna make the jump to an evie i'm gonna get this tesla
06:09
model y and they buy it and they they take delivery maybe they're in austin or you know texas
06:16
they say okay let's let's go take delivery at this at their factory maybe that would be kind of
06:21
neat and then they get the factory tour when they when they see the process they're only
06:27
going to be inspired to really care even more about what tesla's doing and what these cars and the
06:35
company's all about so it would just be really great to see tesla extend that tour offer to
06:42
anyone taking delivery at giga texas here's hoping on that one and i've got just one more
06:49
story for you this week something many tesla owners have been asking for going back years
06:55
now has finally arrived and that is a proper suggestion box i saw this story on drive tesla
07:04
canada who writes tesla has introduced a new customer feedback feature designed to streamline
07:11
how owners report issues and share suggestions across its wide range of products and services
07:18
the tool called tesla echo and now live at ts.la slash feedback marks the first time tesla has
07:27
offered a centralized feedback system that routes customer input directly to the appropriate
07:33
internal teams for resolution with this new web-based system tesla is consolidating everything
07:40
into one platform owners can select the area of concern from a list of the following categories
07:46
and submit details of their experience there's service sales delivery insurance robotaxi super
07:54
charging energy vehicles fsd and other tesla says the system will track feedback for closure both
08:03
internally and with the customer ensuring better follow-through than previous processes owners
08:09
can also upload supporting documents or images to provide additional context which should help
08:15
tesla address problems more quickly one of the most sought-after additions for many owners is
08:21
the ability to report fsd related concerns including mapping issues that drivers encounter while using
08:28
teslas adas features feedback submitted through the new portal is routed directly to teslas
08:35
autopilot and fsd teams enabling better tracking and response to issues this represents a significant
08:42
improvement for owners who previously had limited ways to raise specific fsd related concerns according
08:48
to tesla creating a unified feedback channel is quote mission critical to improving its end to end
08:55
customer experience by consolidating input across all products from financial services and
09:01
insurance to energy and vehicles the company aims to better understand customer pain points
09:07
and respond more effectively the system is currently only available on the web
09:12
through each owner's tesla account but the company confirmed it will be integrated into the tesla
09:18
mobile app in the near future thank you drive tesla canada for that and all i have to say is
09:26
finally yes very thankful for this one for basically ever the only way to give feedback
09:35
to tesla and have it receive any chance of being acted upon was to have a twitter now x account
09:44
tweet at elon and hope he sees it and responds which of course is not a very efficient system
09:52
when you're a car company so i'm over the moon that tesla has launched this it sounds like
09:59
they've put a ton of thought into it and i can't wait to see what new features what new
10:04
improvements we see in our cars and in the customer service process overall as a result
10:10
i want to say bravo to the tesla software team and teams internally that built this
10:18
all right that's everything i've got for you in another super busy week of tesla news i've
10:24
got time for a few of your ride the lightning phone calls so stay tuned for those right after
10:29
this this is bill daniels the voice of night industries 2000 or kit you're listening to ride
10:40
the lightning the tesla unofficial podcast happy electric motoring welcome to the ride
10:47
the lightning hotline your chance to call in and potentially be featured here on the podcast
10:53
if you've got a question comment or discussion topic i encourage you i welcome you i invite you
10:59
to call in with it and you're wondering well how do i do that there are two easy ways one
11:05
use your smartphones built-in voice recording software record your question please try to
11:11
keep it to 90 seconds or less so that i can get to as many callers each week as possible
11:16
and then email that file to me at my tesla podcast email address which is
11:21
tesla podcast at gmail.com or you can take that same 90 second or less question
11:28
and simply call in and leave a message anytime day or night on the ride the lightning hotline
11:34
it's a toll-free number and that number is 1-888-989-8752 that's 1-888-989-TSLA
11:45
and if you know someone special with an upcoming birthday anniversary graduation
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or some other special occasion you can give them a unique gift of recorded voices from friends
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and family telling them why they're special the recordings can be podcasted or put onto a keepsake
11:59
visit life on record dot com to learn more first up this week is james from brisbane
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sharing the local sentiment down in australia about fsd good day ryan it's james from brisbane
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australia i thought i'd share a bit of the local sentiment since the fsd supervised down under
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announcement unfortunately the coming soon announcement was simply to tell us fsd supervised
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is coming soon something that we've been hearing for some time now the announcement followed with
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a very limited early access program to very limited media and some social media influences
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and primarily on tesla own demo cars in fact i'm only aware of one personally owned vehicle
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that's had it installed as part of this program there is absolutely no information on time lines
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as to when there might be a broader release it's very frustrating to further add salt in the wind
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hardware three owners have been told it's not coming anytime soon for them so i just wanted
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to share that as when i listened to last week's episode and heard your congratulations for the
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release from all the owners i know and what i'm seeing online people are now more frustrated
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than ever what i would say though as someone who has watched most if not all of the content
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shared it seems to be doing an incredible job on our side of the road with very minimal disengagement
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so surely they can't keep us waiting too much longer james thank you for calling in to share
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that local sentiment i realize now that i probably didn't help the situation by offering
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congratulations on last week's show to tesla owners in australia when almost none of them
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have gotten the software yet so i do apologize for that however i am glad to hear that it
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sounds like it's performing beautifully on your roads so far and hopefully the wide rollout will
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happen soon and happen quickly i guess those are the same thing but heck i mean ideally
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hopefully you've got it in your car by the time you hear this of course as you noted that will
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not apply to the hardware three owners anytime soon and i guess i hadn't really thought about it
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until listening to your call but when i stop and realize that tesla has aside from a number of
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minor fixes updates not put any new effort into the the hardware three ai three release of the
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software it doesn't really bode well for the ai team adapting it for australian right hand
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drive use anytime soon i'd be thrilled for them to prove me wrong on that because again clearly
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we've all seen it all of tesla's efforts have been going into the robo taxi until more recently
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when we finally heard about version 14 moving along and hopefully coming out at least here in the
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us this month but i sure as heck hope that at least somebody over at tesla is working on
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adapting version 12 for the ai three hardware three cars for australian use so godspeed james
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you've all certainly waited long enough as it is let's now hear next from somebody with a
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hardware four car in australia who did luck out and get into that first wave of fsd installs
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it's pete from western australia good day ryan it's pete patrotsky from western australia as
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you reported last week tesla is riding out fsd supervised in australia as we now know it's
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a stage rollout starting with employees plus a handful of journalists who will lend hardware
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four cars for about an hour in brisbane but on thursday the 28th of august i was absolutely
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beside myself to join the early access program and to the best of my knowledge i'm the first
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public user of fsd supervised in a right hand drive car i was so excited i couldn't sleep
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downloaded the update and tested it just before midnight fsd is absolutely amazing as you
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remarked in a single jump ozzie's are leaping from what was effectively a limited version of
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enhanced autopilot straight to this absolute game changer it feels like i've been in a coma for six
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years and have woken up to a car that can drive itself after 30 hours of driving i can report
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it is incredibly smooth very much human-like and it feels like it's reading my mind it's not
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perfect however it still requires supervision but i can say i've had multiple two to three
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hour drives with no interventions what's over but i can't say i've had none as i did have to
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make a few safety this engagements that being said i'm mindful we are the first right hand
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drive country and i also understand this is only a very limited test version as i'm one of only
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two non-employees in western australia given early access and only among a handful nationwide
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it's also probably the worst the software is ever going to get this software's potential
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is absolutely huge it will save lives reduce injuries prevent dogs and cats from being run over
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cut pollution and give independence to non-drivers while saving both time and money what a time
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to be alive right i'm so grateful to tesla for this much valued opportunity and i also
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wanted to thank you for giving australians an international voice in the tesla community
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worldwide and for everything you've done over the last decade thanks again from down under
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pete thank you for the call for the kind words and let me say congratulations to you uh because
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you really you really hit the tesla lottery here by getting in on the first wave of fsd
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supervised rollout in your country and i'm super happy for you that is awesome i mean i love
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hearing that you've logged 30 hours with it already and no doubt plenty more than that by the
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time this episode airs and you hear this and it's really great to hear your perspective from as you
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noted from skipping all of the other versions of what was fsd beta and is now fsd supervised so
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have fun with it thank you for calling in and i hope that you give a lot of your fellow
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australians test rides and i mean that for both giving fellow tesla owners who haven't
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got the software yet or maybe you know like like james are on a hardware three car uh and also non
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tesla owners like i hope you're given lots of rides to everybody to demo the software cheers
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pete thank you so much and while we're on the subject of fsd uh let's i've got time for one
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more call let's come back to the us and hear from david in yorktown virginia who has an example
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of fsd being awesome hello ryan this is david from yorktown virginia i wanted to call in with an
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interesting example of how just awesome uh full step driving has become uh like you i come back from
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those days uh many years ago where i had to drive like a grandma for months just to get a steep
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score of 95 so i could be one of the early adopters the full self-driving and of course
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i've been using it all the time uh i was driving on uh a road uh in a conga line a car is going about
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five miles an hour and then one of the cars on the oncoming traffic side had its left turn
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and signal on uh signaling you wanted to get across the road and my car slowed to a stop
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allowed him to make the turn and then continued on i was just like wow not only that but another
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like 30 seconds later the same exact thing happened guy with the left turn blinker on
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my car slowed and stopped he went across the road gave me a little wave and off i went so there you
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go another good reason to have full self-driving uh be nice to other people thank you ryan for
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all you do above the podcast bye thanks dave and you're right sometimes there are those really
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human-esque moments with fsd that make it feel like magic in fact i'll give you a recent example
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of my own that i don't think i mentioned on the podcast so i was in the far left lane on a four
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lane freeway and the reason i was in the left lane before you yell at me was because i was
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passing the car that had been in front of me in the second lane and so fsd was was passing it
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uh in the left lane but before i had finished overtaking that car and thus would move back over
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into the the second lane three guys on sport bikes you know motor so big fat the fast motorcycles
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came zooming up behind me and i admit i i felt a bit bad i saw them in my rear view mirror
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because i was kind of stuck like i couldn't if i went to move i just couldn't get out of the way
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basically i so i was stuck in the left lane as these guys were zooming up because i just i never
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want to be that guy that's holding somebody up in the left lane specifically but what happened was
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that you know in california it's not illegal to lane split so it's it's a it's
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something that's done it's practiced here so what fsd did was all on its own it moved over to the left
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side of the lane to the point where the car was riding the left lane line which very clearly and
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obviously gave the lane splitting bikers room to zip by me and as each one went by each one of them
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put their arm out and kind of down and with two fingers out gave me kind of the peace sign pointing
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down as they as they zoom back which i'm pretty sure at least certainly the the contextual
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thing for this and if they're motorcycle riding folks in the audience you can correct me if i'm
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not interpreting this correctly but it's basically i think the biker sign for thank you for moving
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over to make it easier for me to go by and i was thinking to myself as they're as they're giving
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me the the two fingers that you know the the thank you sign i'm thinking to myself well they're
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thanking a robot i didn't do that maneuver which is pretty cool right that's a very human thing to
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do and and remember for version 14 which elan says is targeted for release this month but
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we'll have to wait and see if that actually happens version 14 is supposedly another really
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big step forward and waiting for us beyond that you'll remember just a few episodes ago when
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when i talked about elan's comments on what the robo taxis in austin are running
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he said that those cars have quote some additional breakthroughs in tesla ai that will
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make the car feel eerily human so more of this to come i guess these these good human movements
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um you know indications or um actions that's the word i'm looking for these good human like actions
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taken by the the cars so exciting times ahead in fsdville all right that's all the time i've
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got in this week's ride the lightning hotline but again i welcome and encourage you to call in
23:20
if you've got a question comment or discussion topic for the podcast i give you the call in
23:26
information at the top of the segment so refer back to that as for what's going on with me and my
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car well after more time driving the spirit of adventure this week after i had the bent rim
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fixed i will say again the the fsd performance the intra lane wandering slash drifting that i was
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getting it is better but it's still not it's nowhere it's not as as rock solid as as version 13
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in my ai 4 car is and i would say the thing i've noticed the most common thing it does
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again this is my car i don't know if everybody's ai 3 car is doing this is on curves in the highway
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i'm talking specifically about highway driving here not city driving on highway driving on curves
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it will hug the inside of the lane on that curve so if it's a curve to the right it's
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over very close to the the lane marker the lane lines on the right hand side which
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not ideal i'd rather it just stay centered as it curves through which is what the ai 4 car does
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but it does seem better than it was so i'm not sure if the bent rim really was affecting it
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it's tough to tough to be able to say for certain but it does seem a bit better now like
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noticeably better than it was before and it's not like there's been a software update so
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hopefully having that bent rim did fix things and i've got my alignment appointment coming up this
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week that probably isn't going to change anything because it's not like the car is like if i have
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autopilot off and just let go of the wheel on a straight road it's not like it drifts one way
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or the other so i i'm not anticipating like if it does need alignment i'm not anticipating
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that it's like way off to the point where it could be affecting fsd but it does need alignment anyway
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to ensure proper proper wear of the tires since the spirit of adventure has rotatable tires the
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soul of adventure does not but in any case it is nice that that the fsd does seem to be behaving
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a little bit better on the on the highway than it was prior to the bent rim being repaired
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also on the 2018 car the spirit of adventure with 75 000 miles and seven years under its belt
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i finally ran the battery health test which takes like 12 to 16 hours to do and you have you
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can't even start it until your battery is at 20 percent and then it drains your battery from there
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down to like zero so the lower the lower the you start the lower state of charge you have when
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you start that battery health test the less time the test will actually take but i finally had all
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the all the planets aligned to run that test on the spirit of adventure and it came out to
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have an 84 percent battery capacity so not bad you know not bad seven years 75 000 miles i posted
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that on my instagram and a lot of the the responses i got from people with similar
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milages were all kind of right in that 84 85 percent range so that uh that was definitely
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nice to see energy out your bet your battery's energy retention is within the expected range
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based on its age and mileage um so yeah 84 percent there so good to know after seven years kind of
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what to what to expect on my newer car as as time goes by here's an entertainment recommendation
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real quick for this week uh wait shoot did i say this i think i said this one last week
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peacemaker on HBO so all right i'll give you a video game one and it's i'll get in fact i'm gonna
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cheat and give you two real quick two video game recommendations one is probably the most anticipated
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indie game ever maybe or if not in a very very very long time it's been seven years coming and
27:53
the developers just stayed super tight lipped the whole time until finally very recently they
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said all right here's our release date that game is hollow knight silk song which is the sequel to
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hollow knight which is a beloved metroidvania game so my daughter is was like counting the
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minutes until that game came out she loves the first one in fact i think she's upstairs playing
28:15
silk song right now i'm gonna have to go take her switch away and tell her to go to bed
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because it's getting pretty late but hollow knight silk song which is out on pretty much all
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platforms pc ps5 xbox and nintendo switch it's also on xbox game pass if you're a subscriber to
28:33
game pass on either xbox or pc and then one other video game uh it's it's uh it's actually an
28:39
expansion pack for an existing game so if you don't already have the game you'd have to buy
28:45
the game but uh if you have already bought this i highly recommend this dlc and that downloadable
28:52
content is the ancient gods which is for indiana jones and the great circle uh it is and i i'm i'm
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loving it that was my 2024 vote for game of the year last year uh indiana jones such a
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phenomenal phenomenal game so if you would like more of that the expansion is now available
29:17
on uh again xbox pc and playstation 5 how about a tesla pro tip of the week
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here's one from shon in new york hi ryan shon bloom calling from new york great show
29:31
i listen every week just wanted to give a tip to the rival lightning community i made a
29:36
shortcut in my iphone recently called set personal hotspot and anytime i get in my tesla
29:43
i tell the theory to do that i say theory that personal hotspot and by doing that it
29:51
makes a wi-fi network that the tesla connects to and i can run all the apps it automatically
29:56
connects on the tesla side and i don't have to unlock my phone to do this saving me lots of
30:01
time and effort i hope other people use this tip and thanks again ryan great show fantastic pro
30:08
tip here shon this is a great tesla life hack slash awesome workaround thank you for calling in
30:16
with this one love it if anybody else out there has a good tesla pro tip of the week or ev pro
30:22
tip of the week boy would i love to hear it because then i could learn something and i could
30:26
share it with my audience and we could all learn something and have either more fun with
30:31
our cars or just be smarter users of our cars so keep those pro tips of the week coming you can
30:39
send them in the same way that you send in a regular ride the lightning hotline phone call
30:43
which i gave you the two call-in instructions for a little while ago and before i sign off this
30:50
week i just want to mention some friends of ride the lightning that can hopefully be useful to
30:55
you at some point maybe sooner maybe later abstract ocean dot com has so many great aftermarket tesla
31:02
and rivian accessories depending on what ev you own for all makes and models whether it's s3 x y
31:09
cyber truck r1 s r1 t they've got so much great stuff a lot of lighting kits if you want to
31:16
either change the color of the of some of the lighting on your car either internal or external
31:22
or just have something brighter like a brighter white they offer that as well plus the tempered
31:29
glass custom cut custom fit screen protectors made from gorilla glass those are super recommended
31:37
those are great uh for cyber truck owners they've got expel wrap kits like custom cut already
31:45
pre-cut comes with everything you need tools for all of the the trim pieces the non-stainless
31:52
pieces of the truck especially those high wear areas like back at the tailgate the top of the
31:58
tailgate the the top sort of sail top parts you know again the non-stainless parts of the
32:05
truck so all that definitely recommended and abstract oceans got you covered and they
32:12
also continue to kindly offer the 15 percent discount to new customers from this audience
32:19
so to take advantage of it go to abstract ocean dot com click on the vehicle you have at the top
32:26
it will then show you all of the various accessories available for your vehicle
32:32
pile everything you like into your online shopping cart and when you get to check out
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enter the coupon code RTL podcast that's all one word no spaces RTL podcast to get 15
32:46
percent off of your first order thank you very much to my friends at abstract ocean next
32:54
if you either want or are legally required to have a front license plate on your tesla
33:01
I do recommend that you use the snap plate or the newer stronger snap plate plus and not
33:09
the front license plate bracket that tesla gives you because the tesla one uses automotive tape it
33:15
will stick physically stick to your paint to the front of your vehicle which means if you
33:20
ever want to get it off it's not going to go well in terms of making sure the that it comes
33:26
off without damaging your paint in some way so use the snap plate it's a nice clean minimal look
33:34
and it goes on safely and securely with included tools but if you ever want to take it off for
33:40
any reason maybe you're detailing the car maybe you're showing it at a cars and coffee in your
33:45
area whatever the case may be it'll go on and off easily it'll go on securely off easily
33:53
enough with the included tools it's not like anybody's just going to walk up and take it off your car
33:58
but it's a really nice clean minimalist look so make those fix it tickets go away for those of
34:04
you who like me do not like having to use a front license plate get yours at everyamp.com
34:12
slash RTL and don't forget the coupon code RTL as well for a nice discount thank you to my
34:21
friends at snap plate for that one how about immaculate reflections they offer so many
34:28
awesome detailing services professional detailing services they're here in the greater san francisco
34:33
bay area hey i just realized that the next time that i need to take one of the cars to immaculate
34:40
reflections i could actually robotaxi back i think i gotta double check yeah that i think
34:46
it'll be in the coverage area so that's cool that's a nice option to have now anyway immaculate
34:52
reflections if you're in or going to be in the greater san francisco bay area with your tesla
34:57
or other car in your garage that you care about that you want to have cleaned up you want to keep
35:03
it protected so whether that's paint correction to get the paint finished looking as good as it
35:09
possibly can whether it's paint protection film to protect said paint uh and or whether it's
35:17
ceramic coating to then not have to worry about waxing the car for the next five to seven years
35:24
in my case with the spirit of adventure seven years in fact that'll be the next time i think i go
35:29
back to immaculate reflections is to have the spirit of adventure re ceramic coated it lasted
35:37
seven years which is awesome that's the high end of of what's expected on that so
35:43
the summer special is winding down you got your last chance to get in on that
35:50
so it's 200 bucks off of any paint correction service 500 off of any ceramic coating package
35:57
and 15 off of any paint protection film package go to the website to get in touch and that
36:04
website is ir detailing dot com and when you go to the contact form there you reach out you know
36:12
mention that you arrive the lightning listener and that's how you'll get the summer special
36:17
applied to any work that you have booked in the patreon i mentioned it earlier let me mention it
36:25
one more time you can find it at patreon dot com slash tesla podcast or just click the link
36:32
in the episode description this is the way that you can voluntarily choose to support the podcast
36:37
this is a free podcast always has been always will be but it is your support that is what keeps me
36:45
going here and enables me to continue putting in all the time all the effort all the energy all the
36:51
love and enthusiasm in this again i love doing it don't get me wrong but your support does mean
36:57
the world to me and to my family so i'd be mighty grateful if you would at least take a look at the
37:04
patreon page you can find it again at patreon dot com slash tesla podcast every tier starting with
37:12
the base five dollar per month tier gets an ad free version of the episode each week and you
37:21
get that ad free version early each week typically late friday evenings as soon as i finish
37:28
recording editing and uploading the podcast it goes straight to patreon and you get that ad
37:34
free version nice and early if you step up to that most popular tier that's the ten dollar per
37:40
month tier you'll get the ad free you'll get it early and you'll get access to all past
37:46
present and future as long as you're pledging editions of that weekly lightning round bonus
37:54
mini episode finally the various podcast feeds if you're using one of those i urge you to
38:05
follow this podcast so on apple podcasts spotify tune in through your tesla that's
38:12
tune in's right in your car etc or a youtube podcast as well just search ride the lightning tesla
38:20
should pop right up click the follow button which means anytime there's a new episode which is
38:25
every sunday at nine a.m eastern six a.m pacific you'll get a push notification on your device
38:30
tap it and you will immediately start listening to the new episode so that's a nice easy
38:35
totally free thing you can do to help make your ride the lightning listening experience
38:41
that much easier and finally you can follow me on x and or on instagram i have the same username on both
38:50
that username is dmc underscore ryan you can always email me tesla podcast at gmail.com i want to shout
39:01
out the top tier patreon backers now these are the kind folks that are being extra generous
39:08
in their support of the podcast i'll start with the maximum plaid backers tomorrow as i record this
39:15
we have our monthly patreon zoom hangout for september there's plenty to talk about that's
39:21
for sure between robo taxi and master plan part for elan's compensation package i'm going to be
39:28
really curious to hear from everybody on everything happening in the the tesla nevy space so i hope
39:34
to see a lot of these maximum plaid backers there because as part of their patreon benefits
39:41
they get invited to the monthly patreon zoom hangout every single month but anybody who makes any new
39:50
pledge or upgraded pledge at any level any tier any amount gets a one-time thank you invitation
39:59
to whatever the next patreon zoom hangout is so hopefully we'll see some of those folks tomorrow
40:06
as well but the maximum plaid backers big thank you to jonathan wales cameron clark daniel grummer
40:14
seth capello nick and tony the galpin family ryan from new york city darin nickle cos Barnes
40:22
patrick wasneski gill cabrera todd badger joe edgel kevin yank the tesla owners club of
40:29
sandwalking valley will stedman justin parez jeremy harris chris beach tom mills choreo donnell
40:38
erin john codie jolsap paul casarino chris osborne kb adam lavoie jason chelukas travis krenzel
40:50
bruce otterstein tom behan josh pennington john from cream ridge new jersey dustin hart
40:57
derrick finley charles clement daemon kline jeff brown jerry slinger kenneth corbett
41:05
brian bertoglio kim bae troy sievers nick jacoby chip hooper matt chinander robert moran
41:14
and rav next up extra big thanks goes out to the roadster in space tier backers the tippy top of
41:22
the patreon tiers these very kind folks get all the stuff i've mentioned plus a one-on-one
41:29
hangout with me each month should they elect to take it and some of them do and it's always
41:33
fun to chat so thank you to pete white lile austin steve rad spinner fernando cordero
41:40
laughton from chicago shawn nightig neil weaver jackson wallace rulf and jennifer evers howard
41:47
anthony smith victoria aya coveto tesla hitchhiker 42 carol weston robert from near philly american
41:56
home contractors dug carry michael gallo and tony figaroa finally the grandfathered in plaid
42:04
level supporters these very kind folks continue to pledge even though this tier is technically no
42:10
more so i want to give them everything they're supposed to continue to get because they deserve
42:15
it they're super generous thank you to george cassiopo logan willis peter chalet eric randolph
42:23
dory and steve guberman the tesla owners club of taiwan ron lee charlie gillespie jeff angwin
42:31
chase cabaneas the lydia family erin alchool jared brown gerome strack jamie dalton
42:38
mike and barber from louisville matt nixon the tesla owners club of wisconsin ish not elon musk
42:46
peter and the bear boys of colorado and with that we come to the end of yet another long
42:53
episode of ride the lightning i can never tell i know some people love long episodes of podcast
43:00
i do think it's important to be respectful of people's time i guess i'm okay if it's a long
43:04
episode as long as i've used the time wisely and i'm not wasting your time and hopefully
43:09
you don't feel like i'm wasting your time maybe i am right now so maybe i should just stop
43:13
and go to bed i actually do need to need to pack it in here but uh yeah this has been another busy
43:18
one lots of fun stuff lots of excellent news to talk about in terms of just interesting things
43:27
and that's what makes it fun right is every week there's something new and interesting to discuss
43:33
and that's what i'm here to do and just uh it's fun for me it's fun and hopefully it's fun
43:39
for you as well if you made it this far it's probably fun for you too so thank you for your
43:44
time your attention your support whether it's on patreon or you're just listening any in any case
43:50
you are supporting me thank you so much happy electric motoring my friends and i'll see you
43:56
back here next week
44:19
elan musk people don't like elan musk the guy found a paypal and tesla and people are like
44:23
yeah but he's a troll and a bad dad i'm like so is mine he did nothing to fight climate change
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also have you been in a tesla have you been in a tesla my buddy let me drive his tesla i laughed
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out loud at how fast it went been clinically depressed my entire life on dozens of medications
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in a tesla for 13 seconds cured forever i mean i think a tesla is the most fun thing
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you could possibly buy ever that's what it's meant to be our goal is to make it's
45:01
it's not exactly a car it's actually a thing to maximize enjoyment it's maximum fun