{"version":"1.0.0","episode":{"title":"Episode 548: Model S and X Discontinued in Earnings Call Shocker","url":"http://getcarcurious.com/episodes/episode-548-model-s-and-x-discontinued-in-earnings-call-shocker","audioUrl":"https://pscrb.fm/rss/p/traffic.libsyn.com/secure/teslapodcast/Ride_the_Lightning_-_Tesla_and_EV_Podcast_Episode_548.mp3?dest-id=295289","description":"Tesla's Q4 2025 earnings call opens with news that is somehow both not surprising and shocking all at the same time: the Model S and Model X are being discontinued. It's the end of an era for Tesla as the company looks to redefine itself in the coming decade. I've got so much to say about this, plus more highlights and analysis from the call. Join me! If you enjoy the podcast and would like to support my efforts, please check out my Patreon at https://www.patreon.com/teslapodcast and consider a monthly or (10% discounted!) annual pledge. Every little bit helps, and you can support for just $5 per month. And there are stacking bonuses in it for you at each pledge level, like early access to each episode at the $5 tier and the weekly Lightning Round bonus mini-episode (AND the early access!) at the $10 tier! And NO ADS at every Patreon tier! Also, don't forget to leave a message on the Ride the Lightning hotline anytime with a question, comment, or discussion topic for next week's show! The toll-free number to call is 1-888-989-8752. INTERESTED IN A FLEXIBLE EXTENDED WARRANTY FOR YOUR TESLA? Be a part of the future of transportation with XCare, the first extended warranty designed & built exclusively for EV owners, by EV owners. Use the code Lightning to get $100 off their \"One-time Payment\" option! Go to www.xcelerateauto.com/xcare to find the extended warranty policy that's right for you and your Tesla. P.S. Get 15% off your first order of awesome aftermarket Tesla accessories at AbstractOcean.com by using the code RTLpodcast at checkout. Grab the SnapPlate front license plate bracket for any Tesla at https://everyamp.com/RTL/ (don't forget the coupon code RTL too!). And enhance your car with cool carbon-fiber upgrades from RPMTesla.com and use the promo code RTL10+ for 10% off your next purchase."},"annotations":[{"startTime":11.88,"endTime":16.1,"type":"car","title":"Tesla Model X","url":"/cars/tesla/model-x","image":"https://upload.wikimedia.org/wikipedia/commons/c/c6/Tesla_Model_X_100D_1X7A6736.jpg","quote":"...the Model S and Model X are being discontinued. It's the end of an era for Tesla...","canonicalId":"car:tesla:model-x","priority":0.5,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"explanation":"The Tesla Model X is an all-electric SUV known for its distinctive falcon-wing doors and spacious interior. It offers advanced technology and impressive performance, similar to the Model S.","simplifiedExplanation":"The Tesla Model X is an electric SUV that has unique doors that open upwards. It's designed for families and has a lot of space inside.","imageAttribution":"Alexander Migl (CC BY-SA 4.0)"}},{"startTime":11.88,"endTime":16.1,"type":"car","title":"Tesla Model S","url":"/cars/tesla/model-s","image":"https://upload.wikimedia.org/wikipedia/commons/9/9f/20180630_Tesla_Model_S_70D_2015_midnight_blue_left_front.jpg","quote":"...urprising and shocking, all at the same  time the Model S and Model X are being discontinued.  It's the end...","canonicalId":"car:tesla:model-s","priority":0.5,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"imageAttribution":"Granada (CC BY-SA 4.0)"}},{"startTime":109.94,"endTime":110.94,"type":"term","title":"FSD","url":"/glossary/fsd","quote":"33% of you voted that you wanted to hear about FSD slash autopilot policy changes, which certainly makes sense in the wake of last week's news, which was not great about autopilot being discontinued.","canonicalId":"term:fsd","priority":0.9,"confidence":0.9,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"explanation":"FSD stands for Full Self-Driving, a feature offered by Tesla that aims to enable vehicles to drive autonomously without human intervention. It includes various functionalities such as automatic lane changes, traffic light recognition, and more.","simplifiedExplanation":"FSD means Full Self-Driving, which is a Tesla feature that lets cars drive themselves in certain situations. It tries to handle things like changing lanes and stopping at traffic lights without needing a driver to do anything."}},{"startTime":117.2,"endTime":118.2,"type":"term","title":"autopilot","url":"/glossary/autopilot","quote":"...which was not great about autopilot being discontinued.","canonicalId":"term:autopilot","priority":0.9,"confidence":0.9,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"explanation":"Autopilot is Tesla's advanced driver-assistance system that provides features like adaptive cruise control and lane-keeping assistance. It is not fully autonomous but assists drivers in certain driving conditions.","simplifiedExplanation":"Autopilot is a feature in Tesla cars that helps drivers by controlling the car's speed and steering in certain situations. It's not fully self-driving but makes driving easier."}},{"startTime":130.7,"endTime":131.7,"type":"term","title":"full self-driving","url":"/glossary/full-self-driving","quote":"...20% of you were hoping to hear about full self-driving unsupervised progress.","canonicalId":"term:full-self-driving","priority":0.5,"confidence":0.9,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"explanation":"Full Self-Driving (FSD) is a term used by Tesla to describe its advanced autonomous driving technology that aims to allow vehicles to navigate and drive without human input. It is a significant step towards achieving fully autonomous vehicles.","simplifiedExplanation":"Full Self-Driving, or FSD, is a Tesla feature that tries to let cars drive themselves without any help from a driver. It's part of their goal to make cars fully autonomous."}},{"startTime":641.56,"endTime":647.88,"type":"car","title":"Tesla Cybertruck","url":"/cars/tesla/cybertruck","image":"https://upload.wikimedia.org/wikipedia/commons/f/f5/2024_Tesla_Cybertruck_Foundation_Series_IMG_0576.jpg","quote":"...he good kind of incredible.  Now a lot of that is Cybertruck, which has its own sales challenges and we're goi...","canonicalId":"car:tesla:cybertruck","priority":0.5,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"explanation":"The Tesla Cybertruck is an all-electric pickup truck known for its distinctive angular design and durable exoskeleton. It represents Tesla's foray into the truck market, aiming to combine utility with advanced technology and sustainability. 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The Lucid Air has garnered attention for its innovative design and capabilities, making it a significant player in the electric vehicle market.","simplifiedExplanation":"The Lucid Air is a fancy electric car that is designed to be very fast and can drive a long distance on a single charge. It's made to compete with other high-end electric cars and has a lot of advanced technology inside.","imageAttribution":"ToyGTone (CC0)"}},{"startTime":842.4,"endTime":849.8,"type":"term","title":"Plaid Drive train","url":"/glossary/plaid-drive-train","quote":"...the Plaid Drive train, the improvements to the thermal cooling system, there were a few other...","canonicalId":"term:plaid-drive-train","priority":0.5,"confidence":0.9,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"explanation":"The Plaid Drive train is a high-performance electric powertrain used in Tesla vehicles, offering significantly improved acceleration and speed compared to standard models. It features multiple electric motors and advanced battery technology.","simplifiedExplanation":"The Plaid Drive train is a special type of electric system in some Tesla cars that makes them go really fast. It's designed for high performance and quick acceleration."}},{"startTime":1134.36,"endTime":1140.8,"type":"car","title":"Tesla Roadster","url":"/cars/tesla/roadster","image":"https://upload.wikimedia.org/wikipedia/commons/0/02/Nederlandse_Tesla_Roadster_Signature_250.jpg","quote":"...this is the first time that Tesla's ever discontinued a car while I've been doing this podcast, yes, they discontinued the, the original Roadster, although that was a plan...","canonicalId":"car:tesla:roadster","priority":0.5,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"explanation":"The Tesla Roadster was the first production car from Tesla, known for its impressive performance and electric powertrain. 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It's popular because it combines good performance with a lot of modern features, making it a great choice for families.","imageAttribution":"Alexander Migl (CC BY-SA 4.0)"}},{"startTime":1400.7,"endTime":1403.0,"type":"term","title":"autonomy","url":"/glossary/autonomy","quote":"...the focus is fully and completely on autonomy...","canonicalId":"term:autonomy","priority":0.5,"confidence":0.9,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"explanation":"Autonomy in vehicles refers to the capability of a car to drive itself with little or no human intervention, often associated with advanced driver-assistance systems and self-driving technology.","simplifiedExplanation":"Autonomy means that a car can drive itself without needing a person to control it. This involves special technology that helps the car navigate and make decisions."}},{"startTime":1636.0,"endTime":1641.6,"type":"concept","title":"VIN number","url":"/glossary/vin-number","quote":"...VIN number one, Steve drove it, he owned it for a while, and he has since donated it to the Peterson Auto Museum...","canonicalId":"concept:vin-number","priority":0.5,"confidence":0.9,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"explanation":"VIN stands for Vehicle Identification Number, a unique code used to identify individual motor vehicles. It is essential for tracking the vehicle's history, including ownership, accidents, and recalls.","simplifiedExplanation":"A VIN number is like a car's fingerprint; it's a unique code that helps identify a specific vehicle. It can tell you important information about the car's history."}},{"startTime":1641.6,"endTime":1647.0,"type":"company","title":"Peterson Auto Museum","url":"/glossary/peterson-auto-museum","quote":"...he has since donated it to the Peterson Auto Museum, where you can go see it by the way, it's currently residing down in the vault...","canonicalId":"company:peterson-auto-museum","priority":0.5,"confidence":0.9,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"explanation":"The Peterson Auto Museum is a renowned automotive museum located in Los Angeles, California. It showcases a diverse collection of automobiles, celebrating the history and culture of the automobile.","simplifiedExplanation":"The Peterson Auto Museum is a place in Los Angeles where you can see many different cars, from classic to modern. It's a fun spot for car lovers to learn about the history of cars."}},{"startTime":1771.4,"endTime":1782.8,"type":"term","title":"18650 battery cells","url":"/glossary/18650-battery-cells","quote":"that the 18650 form factor battery cells from Panasonic that have been made, well, at Gigafactory 1...","canonicalId":"term:18650-battery-cells","priority":0.5,"confidence":0.9,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"explanation":"18650 battery cells are a type of lithium-ion rechargeable battery commonly used in electric vehicles and other applications. They are cylindrical in shape and have a diameter of 18mm and a length of 65mm.","simplifiedExplanation":"18650 battery cells are a specific size of rechargeable batteries that are often used in electric cars. They help power the car's electric motor."}},{"startTime":1802.6,"endTime":1810.0,"type":"term","title":"4680 battery cells","url":"/glossary/4680-battery-cells","quote":"I mean, it's, would seem like they would go with their own cells, the 4680s...","canonicalId":"term:4680-battery-cells","priority":0.5,"confidence":0.9,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"explanation":"4680 battery cells are Tesla's new battery design, which is larger and aims to reduce costs and increase energy density compared to traditional battery cells. They are expected to improve the performance and affordability of electric vehicles.","simplifiedExplanation":"4680 battery cells are a new type of battery that Tesla is developing. They are bigger than the older batteries and are designed to make electric cars cheaper and better."}},{"startTime":1853.5,"endTime":1859.58,"type":"car","title":"Rivian R2","url":"/cars/rivian/r2","image":"https://upload.wikimedia.org/wikipedia/commons/f/fc/Rivian_R2.jpg","quote":"Rivian is looking to break that, they're looking to go higher volume with the R2 this year...","canonicalId":"car:rivian:r2","priority":0.5,"confidence":0.9,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"explanation":"The Rivian R2 is an upcoming electric vehicle model from Rivian, aimed at increasing their production volume and expanding their market presence. It is expected to be a more affordable option compared to their R1 series.","simplifiedExplanation":"The Rivian R2 is a new electric car that Rivian is planning to make. It's designed to be more affordable and help the company sell more cars.","imageAttribution":"Mikew4191 (CC BY 4.0)"}},{"startTime":1895.28,"endTime":1902.9,"type":"car","title":"Rivian R1S","url":"/cars/rivian/r1s","image":"https://upload.wikimedia.org/wikipedia/commons/0/08/Debut_of_the_Rivian_R1S_SUV_at_the_2018_Los_Angeles_Auto_Show%2C_November_27%2C_2018.jpg","quote":"...has the new gravity, and of course Rivian has the R1S,  that's a huge boost to each of those companies,...","canonicalId":"car:rivian:r1s","priority":0.5,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"imageAttribution":"Richard Truesdell (CC BY-SA 4.0)"}},{"startTime":1895.28,"endTime":1902.9,"type":"car","title":"Lucid Gravity","url":"/cars/lucid/gravity","image":"https://upload.wikimedia.org/wikipedia/commons/3/31/Lucid_Gravity%2C_GIMS_2024%2C_Le_Grand-Saconnex_%28GIMS0047-3-RR%29.jpg","quote":"...would-be customer base, because Lucid has the new gravity, and of course Rivian has the R1S,  that's a huge...","canonicalId":"car:lucid:gravity","priority":0.5,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"explanation":"The Lucid Gravity is an upcoming electric SUV from Lucid Motors, designed to compete in the luxury electric vehicle market. 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It doesn't use gas or diesel, which makes it better for the environment because it doesn't produce exhaust fumes."}},{"startTime":2421.98,"endTime":2430.8,"type":"car","title":"General Motors Ev1","url":"/cars/general-motors/ev1","image":"https://upload.wikimedia.org/wikipedia/commons/8/8f/1996_General_Motors_EV1_--_Shanghai_Automobile_Museum_--_2023-10-31.jpg","quote":"...ctric vehicle, you know, GM, sure, they built the EV1, it wasn't an amazing car,  I don't want to take ...","canonicalId":"car:general-motors:ev1","priority":0.5,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"explanation":"The General Motors EV1 was one of the first mass-produced electric vehicles, introduced in the late 1990s. Although it was not commercially successful and was discontinued after a short run, the EV1 is significant for its role in the early development of electric cars and has since become a symbol of the challenges faced by electric vehicle adoption. 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For all EVs, including, as I've been mentioning the last couple weeks, Rivian owners...","canonicalId":"company:x-care","priority":0.5,"confidence":0.9,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"explanation":"Xcare is a company that offers extended warranty options specifically designed for electric vehicles (EVs). Their services help cover repair costs after the manufacturer's warranty expires, which can be significant for EVs due to their specialized components.","simplifiedExplanation":"Xcare is a company that provides extra insurance for electric cars. This insurance helps pay for repairs after the original warranty from the car manufacturer runs out."}},{"startTime":3120.0,"endTime":3125.0,"type":"term","title":"falcon wing doors","url":"/glossary/falcon-wing-doors","quote":"...Tesla calls them falcon wing doors because they hinge in a second place, but they're in the Gullwing family.","canonicalId":"term:falcon-wing-doors","priority":0.5,"confidence":0.9,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"explanation":"Falcon wing doors are a variant of gullwing doors that hinge in a different location, allowing for easier access in tight spaces. They are a signature feature of the Tesla Model X.","simplifiedExplanation":"Falcon wing doors are a type of car door that opens upwards and is designed to make it easier to get in and out of the car, especially in tight spaces."}},{"startTime":3125.3,"endTime":3130.86,"type":"car","title":"Ford Falcon","url":"/cars/ford/falcon","image":"https://upload.wikimedia.org/wikipedia/commons/3/3a/1963_Ford_Falcon_Sprint_Hardtop.JPG","quote":"... Gullwing doors, yes I know that Tesla calls them falcon wing doors  because they hinge in a second place,...","canonicalId":"car:ford:falcon","priority":0.5,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"explanation":"The Ford Falcon was a compact car produced by Ford in the 1960s and 1970s, known for its affordability and practicality. It played a significant role in the American automotive landscape, particularly as a family car. The Falcon's design and features have influenced many subsequent models, making it a relevant topic in discussions about automotive history.","simplifiedExplanation":"The Ford Falcon is an older car that was made by Ford and was popular for being affordable and practical for families. It was produced in the 1960s and 1970s and has influenced many other cars since then.","imageAttribution":"GTHO (CC BY-SA 3.0)"}},{"startTime":3130.0,"endTime":3135.0,"type":"car","title":"DeLorean","url":"/cars/delorean/dmc-12","image":"https://upload.wikimedia.org/wikipedia/commons/3/33/1981-1983_DeLorean_DMC-12.jpg","quote":"...since my beloved DeLorean and with the Model X sun setting here...","canonicalId":"car:delorean:dmc-12","priority":0.5,"confidence":0.9,"source":"hybrid-fuzzy+gpt-4o-mini","data":{"explanation":"The DeLorean is a sports car that became famous for its distinctive design and gullwing doors, particularly due to its role in the 'Back to the Future' movie franchise.","simplifiedExplanation":"The DeLorean is a unique car known for its cool design and doors that open upwards. It's famous from movies and has a special place in car history.","imageAttribution":"MercurySable99 (CC BY-SA 4.0)"}}],"speakers":[{"id":"s1","name":"Ryan McCaffrey","role":"host"}],"transcripts":[{"url":"http://getcarcurious.com/episodes/episode-548-model-s-and-x-discontinued-in-earnings-call-shocker/transcript.vtt","type":"text/vtt"}]}