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Episode 531: Tesla's Monster Q3 Numbers Are In

Episode 531: Tesla's Monster Q3 Numbers Are In

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About this episode

Tesla's Q3 results reveal record-breaking vehicle deliveries and a surge in supercharger installations, coinciding with the end of the federal EV tax credit. The episode discusses the impressive growth of Tesla's supercharging network, including 4,000 new stalls and a 29% increase in energy delivered. Additionally, the new Model Y Performance is launched in North America, with insights into its pricing and features. The episode also hints at the upcoming Model Y Standard, expected to be priced around $40,000, and explores Tesla's strategies in a post-tax credit landscape.

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Technical Too Afraid to Ask
Term

EV tax credit

"...as the federal EV tax credit sunsets. I'll walk you through the numbers..."

The EV tax credit is money that the government gives back to you when you buy an electric car, helping to lower the overall cost of the vehicle.

Car

Tesla Model Y

"... analysis we can take away from it. Plus, the new Model Y Performance debuts in North America with an unexp..."

The Tesla Model Y is a small electric SUV that can carry more people and cargo than a regular car. It's known for being very efficient, meaning it can go a long distance on a single charge, and it has lots of cool tech inside.

Term

supercharger

"...the super charging group. They posted some fun stats for their Q3..."

A supercharger is a special charging station for electric cars that can charge the battery much faster than regular chargers, making it easier for long trips.

Term

terawatt hours

"...delivered a total from the superchargers into vehicles 1.8 terawatt hours of electricity delivered into cars."

A terawatt hour is a huge amount of electricity. It's a way to measure how much energy is used or produced, especially for things like charging electric cars.

Car

Tesla Semi

"...cap goes into production, et cetera. And if Tesla semi starts materially adding to this as well, so that..."

The Tesla Semi is a big electric truck made for transporting goods. It's designed to save money on fuel and be better for the environment than regular trucks that run on diesel.

Term

long range all-wheel drive

"...you can get it for just $1,000 more than the Model Y long range all-wheel drive..."

The long range all-wheel drive Model Y is a version of the car that can drive farther on a single charge and has power going to all four wheels for better control.

Term

toe package

"...the toe package on the Model Y, which costs $1,000, is included in the performance version."

The toe package is an extra feature that helps make sure the wheels are aligned correctly, which can improve how the car drives, especially if you're towing something.

Car

Tesla Model 3

"And just like the Model 3 performance, white interior is no extra charge if you decide you want to choose that."

The Tesla Model 3 Performance is a faster version of the regular Model 3, designed for those who want a sportier driving experience.

Term

zero to 60

"...as for the zero to 60, we already knew this, but it is 3.3 seconds, zero to 60."

Zero to 60 is how fast a car can go from a complete stop to 60 miles per hour. It's a way to measure how quick a car is.

Term

vehicle to load (V2L)

"Tesla posted on the official Tesla X account saying, quote, new Model Y performance offers vehicle to load 120 volt, 20 amp AC with the Tesla outlet adapter."

Vehicle to load means that an electric car can provide power to other devices, like charging a phone or running small tools, using its own battery.

Term

vehicle to grid (V2G)

"So to be very clear here, that's V2L, not V2G vehicle to grid or V2H vehicle to home."

Vehicle to grid means that an electric car can send power back to the electricity grid, which can help provide energy when it's needed.

Car

Tesla Cybertruck

"... another Tesla, both of which you can do with the Cybertruck. But I have called for this feature, including as..."

The Tesla Cybertruck is a futuristic-looking electric truck that stands out because of its sharp, unusual shape. It's designed to be tough and is packed with high-tech features, making it different from regular trucks.

Term

Model Y performance

"...and on the Model Y performance, the 21-inch Arachnid 2.0..."

The Model Y Performance is a faster and sportier version of the regular Model Y. It has better acceleration and handling for a more exciting driving experience.

Term

Arachnid 2.0 wheels

"...the Arachnid 2.0's, I'm not the only one that loves them..."

Arachnid 2.0 wheels are a type of wheel design available for the Tesla Model Y. They are popular for their stylish look and how they can help the car perform better.

Term

Helix 2.0 wheels

"...just 14% chose the Helix 2.0 as their favorite design."

Helix 2.0 wheels are a type of wheel design for the Tesla Model Y. They are less popular than some other designs but still look good and work well.

Term

$40,000 price point

"...it is hinting at a $40,000 price point. I saw this on Drive Tesla Canada who wrote..."

The $40,000 price point means that the new version of the Tesla Model Y is expected to cost around $40,000. This is important because it makes the car more affordable for more people.

Part

particulate air filter

"And then the last item here listed is particulate air filter only, no hepa grade filter..."

A particulate air filter cleans the air inside the car by trapping dust and pollen. It's not as good as a HEPA filter, which can catch even smaller particles.

Term

MSRP

"...if Tesla manages to bring the final MSRP closer to the mid-35K mark..."

MSRP is the price that the car company suggests dealers sell the car for. It's a starting point for what you might pay when buying a new car.

Term

source code

"...if this was in the source code, could it could Tesla have intentionally bumped it up higher they could have I wouldn't put it past them..."

Source code is the set of instructions that tells a computer program what to do. Sometimes, people find hidden information about products in this code, like features or prices.

Company

XCare

"So yes, accelerate auto makers of the XCare extended warranty option. They've really rethought the whole extended warranty thing from the ground up."

XCare is a company that sells extra insurance plans for electric cars. They make it easy to choose what kind of coverage you want for your vehicle.

Term

extended warranty

"That's really that's the difference between Tesla's extended warranty and accelerate autos is the XCare plan is totally customizable. So again, if you want to do like just two more years..."

An extended warranty is like extra insurance for your car that helps pay for repairs after the regular warranty ends. You can choose how long you want this extra coverage to last.

Term

FSD

"Tesla has revealed the future of FSD visualizations through a new patent. I saw this on the Tesla Motors Reddit..."

FSD, or Full Self-Driving, is a feature from Tesla that allows their cars to drive themselves with very little help from a person. It uses technology to navigate and make decisions on the road.

Car

Volkswagen Rabbit

"...a user with the username of unfiltered underscore rabbit 01, who wrote Tesla filed a patent on September 1..."

The Volkswagen Rabbit is a small car that's easy to drive and great for everyday use. It's known for being reliable and fun to drive, making it a popular choice for many people.

Term

auto park

"...enable major improvements to auto park summon and a future feature called banish."

Auto park is a feature that lets a car park itself. It uses cameras and sensors to find a parking spot and then drives into it without you having to do anything.

Term

summon

"...enable major improvements to auto park summon and a future feature called banish."

Summon is a feature that lets your Tesla come to you from a parking spot without anyone in the car. It uses sensors to find its way to you safely.

Term

Tesla app

"...I tried something crazy and summoned the car from the Tesla app. 30 seconds later the empty car emerged from one of the lanes..."

The Tesla app is an application on your smartphone that lets you control your Tesla car from a distance. You can do things like unlock the doors, check how much battery is left, and even call the car to come to you.

Term

simultaneous localization and mapping (SLAM)

"...your Tesla will have to rely almost exclusively on its cameras to navigate using a complex process known as simultaneous localization and mapping or slam to build a real time map of its surroundings."

SLAM is a technology that helps robots and self-driving cars understand where they are and what their surroundings look like at the same time. It's like a GPS for places where regular GPS doesn't work well, like inside buildings.

Term

Silk Road Silver

"...you're talking about Silk Road Silver showing up in the latest app code. Here's my thinking on that speculation alert the Silk Road of course was the trade route in you know I don't know the Middle Ages or whatever it was that led from China to Europe I believe."

Silk Road Silver is a new color that Tesla might offer for their cars. It could be named after the famous trade route that connected China and Europe a long time ago.

Term

Panasonic battery

"...you were speaking about the Panasonic battery design and the increased range that would be possible on the Model Y..."

Panasonic batteries are a type of battery used in electric cars. They help the car go further on a single charge.

Term

electric vehicle range

"...if they can bring a range figure to the table that is notably better than what the Model Y is offering..."

Electric vehicle range is how far an electric car can go before needing to be charged again. It's an important thing to know when buying an electric car.

Car

Rivian R1S

"To instead instead of extra removing cells just leave them in and handily beat the Rivion on the range However, we know or at least we're pretty confident at least I would say I'm pretty confident in saying that the R2 is not going to match the R1's range It's almost certainly that's gonna be the case right and the R1 has a 400 mile option"

The Rivian R1S is an electric SUV that can handle rough terrains and is built for outdoor adventures. It's roomy inside and has cool features that make it stand out among other SUVs.

Term

kilowatt hours

"...the original 200 kilowatt hours that was announced back in 2017..."

Kilowatt hours are a way to measure how much energy a battery can store. More kilowatt hours usually mean you can drive further before the battery runs out.

Term

thermal management

"...as you know thermal management matters as much or more than the actual kilowatt hour capacity when it comes to endurance on a track..."

Thermal management is how cars keep their parts at the right temperature. For electric cars, it's important because the battery works better when it's not too hot or too cold.

Car

Tesla Model S

"...comes to endurance on a track And the current gen Model S plaid seems to have largely solved that on the th..."

The Tesla Model S is a fancy electric car that can go really fast and travel far on a single charge. It's packed with high-tech features and is often seen as one of the best electric cars available.

Car

Tesla Roadster

"...question of how many laps does Tesla want the new roadster to be capable of doing and on the Model Y perform..."

The Tesla Roadster is a super-fast electric sports car that Tesla is planning to release. It's designed to be really powerful and can go a long way without needing to be charged often.

Term

AI5

"Based on how things are looking right now since Elon and Tesla have been kind enough to be openly talking about AI5 and AI6 already..."

AI5 is the next version of Tesla's driving software that will help the car drive itself even better than the current version.

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