Episode 570: Model Y L Announced for US Market
About this episode
Tesla confirms the Model Y L for the US, with first deliveries slated for September. The show breaks down pricing ($62,000 launch series, fully loaded), included perks (1 year FSD, supercharging, premium connectivity), new paint/interior availability, and a new 20-inch wheel option with minimal range impact. The hosts also cover FSD 14 Lite rolling out to hardware 3 cars, big Q2 production/delivery numbers, and Rivian R2 reservation timing updates. A separate, unsettling story involves ongoing theft of battery packs from Gigafactory Nevada.
Tesla has confirmed the Model Y L for the US market, with deliveries beginning in September. Plus: FSD v14 Lite arrives for Hardware 3 cars, Tesla announces huge Q2 vehicle production and delivery numbers, Rivian R2 reservation holders now have a much clearer idea of when their spot in the line will come up, and more!
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Ford F-150 Lightning
"On this week's episode of Ride the Lightning, the Tesla and EV podcast, Tesla has confirmed th..."
The Ford F-150 Lightning is an electric pickup truck. It’s built to do the same kind of tasks as a regular F-150, but it uses electricity instead of gas. The podcast brings it up as part of the wider discussion about EV trucks.
The Ford F-150 Lightning is an electric version of the F-150 pickup, designed to bring EV capability to a mainstream truck buyer. It’s often discussed because it combines truck practicality with battery-electric power, which matters for both daily use and work-related needs. In the podcast context, it’s mentioned alongside Tesla news, indicating it’s part of the broader EV pickup conversation.
FSD version 14 Lite
"Plus, FSD version 14 Lite arrives for hardware 3 cars, Tesla announces huge Q2 vehicle production and delivery numbers, Rivian R2 reservation holders now have a much clearer idea of when their spot in line will come up and more."
FSD is Tesla’s software that aims to help with driving tasks like steering and lane keeping. “Version 14 Lite” sounds like a smaller or simplified update of that system that’s rolling out to specific cars.
“FSD” stands for Full Self-Driving, Tesla’s software suite for advanced driver-assistance and autonomous-driving features. “Version 14 Lite” suggests a lighter or more limited release of that FSD software, arriving for certain vehicles rather than every hardware configuration.
Q2 vehicle production
"Plus, FSD version 14 Lite arrives for hardware 3 cars, Tesla announces huge Q2 vehicle production and delivery numbers, Rivian R2 reservation holders now have a much clearer idea of when their spot in line will come up and more."
“Q2” is the second quarter of the year. “Vehicle production” means how many cars the company built during that time, which helps you understand how close they are to delivering cars to customers.
“Q2” means the second quarter of the year (April through June). “Vehicle production” is the number of cars the automaker builds during that period, which is often reported alongside deliveries to show how supply is tracking demand.
basic autopilot
"cause if you've been listening to me for a bit you know that just earlier this year [160.5s] they were on a cold streak between the Cybertruck $60,000 10 day switcheroo thing and the discontinuing [173.2s] of basic autopilot, Tesla was on a pretty lousy run for a little while earlier this"
Autopilot is Tesla’s set of driver-assist features that can help with things like steering and keeping distance. “Basic Autopilot” means the simpler, lower-level version, and the host is saying Tesla changed or removed that version.
“Basic Autopilot” refers to Tesla’s driver-assistance feature set that provides partial automation (like steering and adaptive cruise functions) but still requires the driver to supervise. When the host says it was being discontinued, they’re pointing to a change in what Tesla offers as its entry-level driver-assistance package.
battery packs
"There is actually one crazy bad news story, it's not, nobody's hurt, it's fine but it's [200.3s] a wild story that's certainly not a good one if you're Tesla, it involves the theft, the [205.9s] unresolved and ongoing theft of lots and lots of battery packs from Gigantovetta."
In an EV, the battery pack is the big set of batteries that stores the electricity to power the car. The host is saying people are stealing those battery packs, which is a serious problem because they’re valuable and essential.
Battery packs are the large, modular energy-storage units in an EV that contain many individual cells and the associated electronics. The host’s story involves theft of these packs, which is notable because battery packs are expensive and are a key component of EV production and service parts.
Gigantovetta
"it involves the theft, the [205.9s] unresolved and ongoing theft of lots and lots of battery packs from Gigantovetta. [212.3s] So that's just to quell your active mind of wondering what is he talking about, what"
Gigantovetta sounds like a specific Tesla site or facility. The host is saying battery packs are being stolen from there.
Gigantovetta appears to be the name of a Tesla facility or location where battery packs are being stolen. It’s mentioned as the source location for the theft, so listeners should treat it as a specific production/logistics site rather than a generic term.
first deliveries
"Tesla themselves making the announcement this week, first deliveries will be in September..."
“First deliveries” means the first time Tesla starts giving cars to customers. It’s different from an announcement or rumor—this is when people can actually get the vehicle.
“First deliveries” refers to the start of customer handoffs—when the first vehicles actually reach buyers rather than just being announced. In this segment, it’s tied to the Model YL’s planned US timing.
Model YL
"Here's some rumour for you, the Model YL will arrive in the US in September, that is what my source is currently hearing... Anyway, alright enough of that and back to what's important, that the Model YL has arrived here in the US, yes, this new variant..."
This is a new version of the Tesla Model Y. The episode is mainly about when Tesla plans to start delivering it in the US.
The Tesla Model YL is a new variant of the Tesla Model Y crossover. The “L” naming implies a specific regional trim/variant strategy, and the segment focuses on when it will start deliveries in the US.
Cybertruck platform
"that the Cyber SUV, an SUV built on the Cybertruck platform is in fact happening."
A “platform” in EVs refers to the shared engineering foundation—things like the vehicle structure, battery packaging approach, and major systems layout. Saying the Cyber SUV is built on the Cybertruck platform implies it will reuse much of that underlying design.
supercharging
"it comes with one year of FSD, one free year of supercharging and one year of premium ... premium connectivity"
Supercharging is Tesla’s fast public charging network. The host is saying this version of the Model Y includes one free year of that charging.
Supercharging refers to Tesla’s fast-charging network and charging service. The host notes the Model Y L includes one free year of Supercharging, which affects the ownership cost and convenience during that period.
cosmic silver
"Model YL exclusive cosmic silver paint color ... is coming to the US and it is in lieu of Quicksilver"
Cosmic silver is a specific paint color for the Model Y L. The host says it’s the color you can get on the L instead of Quicksilver.
Cosmic silver is a specific exterior paint color offered on the Model Y L for the US market. The host notes it’s exclusive to the L and replaces the Quicksilver color option on this variant.
Quicksilver
"it is in lieu of Quicksilver, so Quicksilver is not available on the L"
Quicksilver is a paint color option. The host says it won’t be available on the Model Y L in the US because cosmic silver replaces it.
Quicksilver is another Tesla paint color that, according to the host, is not available on the Model Y L in the US. Instead, the L uses the cosmic silver paint color as the replacement.
Zen Gray
"Same thing with the Zen Gray interior option, that is also going to be available on the US versions of the car in lieu of a white interior."
Zen Gray is a named interior color. The host says it’s coming to the US on the Model Y L instead of the white interior option.
Zen Gray is a named interior color option for the Model Y L. The host says it will be available on US versions of the car as an alternative to a white interior.
20 inch wheel
"a brand new wheel option specifically for the Model YL, it is a 20 inch wheel called the Uber Helix ... very minimal range loss"
Wheel size can change how efficiently the car rolls, which can affect range. The host compares a new 20-inch wheel to the default 19-inch wheel and says the range drop is small.
Wheel size affects EV efficiency and range because larger wheels typically have different tire rolling resistance and aerodynamic drag. The host specifically discusses a new 20-inch wheel option for the Model Y L and quantifies the range penalty versus the default 19-inch wheel.
Uber Helix
"it is a 20 inch wheel called the Uber Helix ... I would go with the 20 inch Uber Helix ... it only costs you 5 miles of estimated range"
Uber Helix is the name of a specific wheel design Tesla offers on the Model Y L. The host says it looks better to them and costs only a little bit of estimated range versus the smaller wheel.
Uber Helix is the name of the new 20-inch wheel option offered specifically for the Model Y L. The host highlights it as a styling choice and notes it causes only about a 5-mile estimated range penalty compared with the default 19-inch wheel.
Maschina 2.0
"I'm personally not a huge fan of the default 19 inch wheel on the L which is called the Maschina 2.0 ... it only costs you 5 miles of estimated range"
Maschina 2.0 is the default wheel design on this Model Y L setup. The host compares it to the larger Uber Helix wheel and explains how that affects estimated range.
Maschina 2.0 is the name of the default 19-inch wheel on the Model Y L. The host contrasts it with the new Uber Helix 20-inch wheel and ties the difference to a small estimated range change.
EPA range
"it has 325 miles of range if you're using the 19 inch Maschina 2.0 wheels ... 320 miles of estimated EPA range on those 20 inch Uber Helix wheels"
EPA range is the official US test estimate for how far an EV can go on a full charge. Here, the host compares the range estimates for different wheel sizes.
EPA range is the estimated driving distance an EV can travel based on standardized US testing by the Environmental Protection Agency (EPA). The host uses EPA range numbers to compare how the 19-inch and 20-inch wheel options change the Model Y L’s estimated range.
0 to 60
"320 miles of estimated EPA range on those 20 inch Uber Helix wheels, 0 to 60 is in 4.4 seconds so it's a very quick 6 seater"
0 to 60 is a simple test of how fast the car accelerates from a stop to 60 mph. The host uses it to show the Model Y L is quick.
0 to 60 mph (or 0 to 60) is a common acceleration metric measuring how quickly a car reaches 60 mph from a standstill. The host cites a 4.4-second figure for the Model Y L to emphasize its quick performance for a 6-seater.
Model YL
"So the whole package again, $62,000 regardless of what options you choose ... Now I believe my previous prediction on this as far as pricing when it got to the US ... could the YL end up with a"
Model YL is a new version of Tesla’s Model Y. In this episode, they’re talking about what comes included in the launch version and how that affects the total price.
The Tesla Model YL is a new variant of the Model Y lineup aimed at the U.S. market. In this segment, the hosts focus on how the Model YL’s “launch series” package bundles specific interior and convenience items, plus software subscriptions, into a single base price.
captain's chairs
"the whole 2 plus seating configuration, the captain's chairs in the second row, all that stuff."
Captain’s chairs are separate seats in the back row instead of one long bench. They usually make the middle area feel more spacious and can make it easier to get to the seats behind.
Captain’s chairs are individual, separate seats—typically in the second row—rather than a single bench. On the Model Y, this changes seating layout and access to the third row (or rear cargo area), and it’s often paired with a more “premium” feel.
2 plus seating configuration
"the whole 2 plus seating configuration, the captain's chairs in the second row, all that stuff."
“2 plus” is a shorthand for how many people the car can seat, with the back seats being a bit different or more limited than a full three across. In this segment, they connect it to the second-row captain’s chairs.
A “2 plus” seating configuration typically means two full seats up front plus additional rear seating that’s more limited than a full three-person row (often two seats with a smaller third-row option or a different access layout). The host ties it to the Model Y’s second-row captain’s chairs and the overall seating layout.
launch series extras
"so the launch series extras, you get the same ones that came in the launch series Y early last year ... Now that wireless charging pad is going to be in every Model YL, it's just the launch series badge that's exclusive to the launch series."
“Launch series extras” means the special add-ons that come with the first version of this car. Think of it like a limited package of styling and convenience features included at launch.
“Launch series extras” refers to the bundled set of special items included with the initial production run of the Model YL. Here, it includes exterior badging, interior trim, lighting, floor mats, and a specific wireless charging setup—while the host notes that only the launch badge is exclusive.
wireless phone charger
"a launch series interior badge which is located at the base of the wireless phone charger which is a better faster charging wireless phone charging pad that has a cooling mechanism built in"
A wireless phone charger is a pad where you set your phone to charge without plugging in a cable. Here they’re saying the Model YL gets a faster wireless charger with cooling so it can charge more effectively.
A wireless phone charger is an inductive charging pad that powers a compatible phone without plugging in a cable. The host specifically highlights a “better faster charging” wireless pad with a built-in cooling mechanism, and notes that this charging pad will be standard on every Model YL.
wireless phone charging pad
"which is a better faster charging wireless phone charging pad that has a cooling mechanism built in which helps allow for that faster wireless phone charging."
This is the actual charging pad for wireless charging. The key point is that it’s designed to charge faster, and it has cooling to help it work better.
This refers to the charging surface/pad used for inductive wireless charging. The segment emphasizes that the pad includes cooling to support faster charging, and that it becomes standard across the Model YL lineup (with only the launch badge remaining exclusive).
premium connectivity
"So $1,100 there, a year of premium connectivity is $100, a year of super charging"
Premium Connectivity is Tesla’s subscription that provides better internet and connected features in the car. In this episode, they’re treating it like a $100-per-year add-on for the pricing comparison.
Premium Connectivity is Tesla’s paid subscription for enhanced in-car internet and connected services. The host assigns it a specific annual value ($100 per year) as part of the “launch series extras” pricing breakdown.
a la carte
"a la carte model Y was made available the launch series ended up being a pretty good deal"
“A la carte” means you pick options individually instead of buying one pre-made bundle. The host is comparing that approach to a limited launch package.
“A la carte” describes a pricing strategy where buyers can choose individual options separately rather than being forced into a fixed package. Here, the host contrasts “a la carte model Y” with the earlier “launch series” bundled approach.
Model Y L
"which makes me wonder okay if I'm thinking 55 grand for the the regular price of this thing... I'm going with 56 grand for the vanilla model y l in the US"
This is a new Tesla Model Y variant for the U.S. The hosts are mainly talking about what it might cost and how it compares to the more expensive Model Y versions.
Tesla’s Model Y L is being positioned as a new U.S. market variant, and the hosts are focusing on its pricing versus other Model Y trims. They compare the “launch series” configuration price to the Model Y Performance starting price to estimate where it lands.
tow hitch
"the tow hitch etc you're picking at the most expensive options... it's just no matter what you choose I guess except for the tow hitch"
A tow hitch is the hardware on the car that lets you attach a trailer. The host is counting it as one of the option costs when estimating the launch-series value.
A tow hitch is the receiver-style mounting hardware that enables towing with a vehicle. In this segment, the host treats it as a priced option included in some configurations, and notes an exception where the Model Y L launch series may not include it the same way.
tesla.com
"but for now 62 grand if you'd like to purchase a model y l launch series head on over to tesla.com and do it"
This is Tesla’s website where you can configure and buy the car online. The host is telling listeners to use it to set up the Model Y L.
Tesla.com is the direct online sales/configuration channel the host points listeners to for building and purchasing the Model Y L launch series. It’s mentioned as the place to configure the car and complete the purchase flow.
referral code
"make sure that you're using someone's referral code if you're not already a tesla owner and thus have your own referral code"
A referral code is a special code you enter so someone else gets credit for referring you. The host says it can unlock referral rewards when you buy a Tesla.
A referral code is a promotional identifier used to link a buyer to an existing customer so both can receive referral benefits. The host emphasizes using a referral code during checkout if you’re not already a Tesla owner.
loyalty benefits
"if you're not already a tesla owner and thus have your own referral code and you can just have loyalty benefits"
Loyalty benefits are rewards you get because you already own or use something. Here, the host is saying Tesla owners may already have referral-related benefits.
“Loyalty benefits” refers to rewards or perks tied to being an existing customer. In this segment, the host contrasts referral-code benefits for new buyers with benefits that may already apply to current Tesla owners.
referral benefits
"…does do referral benefits even apply to the model y l let's find out so I'm just going to type in my referral link real quick…"
A referral benefit is a deal you get when you buy through a friend’s referral link. In this case, it’s about whether the referral can add extra time to Tesla’s FSD software offer.
Referral benefits are promotional incentives tied to using someone else’s referral link when ordering a car. Here, the host is checking whether referral terms apply to the Model Y L launch-series order and how that stacks with other FSD offers.
fsd version 14 light
"…where I asked when you thought fsd version 14 light would arrive for the hardware three cars…"
This is a specific update of Tesla’s FSD software. “Light” usually means a trimmed-down or staged version, and the episode is about when it starts showing up on certain cars.
“FSD version 14 light” refers to a specific release of Tesla’s FSD software, with “light” implying a lighter/less-capable rollout compared with the full version. The host is tracking when this software update reaches different vehicle hardware groups.
hardware three cars
"…when you thought fsd version 14 light would arrive for the hardware three cars…"
Tesla groups cars by the computer hardware they have. Some software updates only work well (or roll out first) on certain hardware generations, like “hardware three.”
“Hardware three” (often written as HW3) is Tesla’s internal naming for a particular generation of vehicle compute hardware used to run advanced driver-assistance features. Software rollouts like “FSD version 14 light” can depend on which hardware generation your car has.
v14 light
"the rollout of v14 light to the [1283.1s] head of Tesla's AI team his post on xred fsd version 14 light is now rolling out to ai3 early [1291.6s] access customers"
“v14 light” is a newer Tesla driving-software update (version 14) that’s packaged to run on some cars more easily. It’s meant to bring the benefits of the newer system without needing the absolute highest-end setup.
“v14 light” refers to a lighter-weight release of Tesla’s FSD software version 14. The “light” naming typically implies a build optimized to run on certain vehicle computer configurations while still incorporating improvements from the broader v14 series.
AI3
"fsd version 14 light is now rolling out to ai3 early [1291.6s] access customers based on the feedback"
AI3 is Tesla’s internal shorthand for a specific onboard compute hardware generation used to run Autopilot/FSD neural networks. Software builds are often tailored to the capabilities of each compute generation, which is why the transcript discusses v14 light rolling out to AI3 customers.
early access customers
"fsd version 14 light is now rolling out to ai3 early [1291.6s] access customers based on the feedback it will roll out to more customers over the next few weeks"
Early access customers are people who get a new software update first. Tesla uses their feedback to improve the system before it goes out to everyone.
Early access customers are drivers who receive a software update before the general rollout. The transcript ties this to feedback-driven iteration, meaning Tesla uses early deployments to validate behavior and catch issues before wider release.
AI4
"this build distills the driving behavior from ai4's v14 series into both the camera and compute [1307.9s] config of ai3"
AI4 is Tesla’s internal label for a newer or more capable computer in some cars. The update described here uses what was learned on AI4 to improve the software running on AI3 cars.
AI4 is another Tesla onboard compute hardware generation used for running advanced driver-assistance models. The segment says v14 light “distills” behavior learned on AI4’s v14 series into the AI3 configuration, implying AI4 is the more capable training/learning reference.
camera and compute config
"this build distills the driving behavior from ai4's v14 series into both the camera and compute [1307.9s] config of ai3"
This phrase means how the car’s cameras and its onboard computer work together to run the driving software. The update is tailored so the AI can use the cameras and the car’s computer effectively.
“Camera and compute config” refers to how the car’s vision sensors (cameras) and onboard processing hardware are set up to run the driving software. The segment claims v14 light distills AI4’s v14 behavior into both the camera pipeline and the compute setup for AI3.
destination options
"it includes destination options and speed profiles on city roads but more importantly [1316.9s] significantly improved safety"
Destination options are settings related to where you’re going. They can affect how the car plans the route and how it drives while you’re on the way.
Destination options are navigation-related settings that influence how the system plans routes and driving behavior. The transcript says v14 light includes destination options and speed profiles on city roads, tying the software’s behavior to how the trip is configured.
reinforcement learning
"including reinforcement learning and offline models for hardware 3 [1377.4s] then the next bullet point on the release notes"
Reinforcement learning is how an AI can learn driving behavior by practicing and getting feedback on what it does right or wrong. Over time, it adjusts to make better decisions in traffic.
Reinforcement learning is a machine-learning approach where a model learns by trial and error, receiving feedback (rewards or penalties) based on how well it drives. In the transcript, it’s described as part of the improvements that allow hardware 3 (AI3) to learn to handle scenarios using hardware 4 (AI4) as a guide.
offline models
"including reinforcement learning and offline models for hardware 3 [1377.4s] then the next bullet point on the release notes"
Offline models are AI “brains” that are trained ahead of time somewhere else, not while you’re driving. Then the car downloads and uses those models to make driving decisions.
Offline models are trained or processed outside the car (in Tesla’s development environment) and then deployed to the vehicle. The transcript links them to improvements for hardware 3, suggesting the AI can use pre-trained behavior models to handle scenarios more effectively.
vehicle cut-in scenarios
"interactions traffic lights and vehicle cut-in scenarios bullet point three improved general [1399.7s] comfort in nominal scenarios"
A cut-in scenario is when another car suddenly pulls into your lane. The update aims to help the car react more safely and smoothly in those moments.
Vehicle cut-in scenarios are situations where another car moves into your lane ahead of you. The transcript groups this with traffic-light and pedestrian interactions, implying the update improves how the system responds to sudden lateral changes in traffic.
navigation handling merges and forks
"across a wide variety of categories including navigation handling merges and forks pedestrian [1391.3s] interactions traffic lights and vehicle cut-in scenarios"
This is about how the driving software handles tricky road layouts—like when lanes merge or when the road splits into different paths. The update is meant to make those moments smoother and more predictable.
This refers to how the system manages complex navigation situations where roads split or combine. The transcript lists merges and forks alongside other categories, indicating the update targets more reliable decision-making in those scenarios.
lane centering
"lane centering oh my goodness consistent lane centering please oh I can't wait that is the one thing that my my hardware 3 car on 12.6 is just noticeably so much worse"
Lane centering is the feature that helps keep the car near the middle of the lane. Instead of drifting, it uses steering to stay centered more smoothly.
Lane centering is an advanced driver-assistance function that keeps the car positioned in the middle of its lane. It typically works with steering control to reduce wandering and make lane-keeping feel smoother and more confident.
parking lot
"added arrival options for you to select where fsd should park in a parking lot on the street in a driveway or at the curbside"
Here, “parking lot” is just the setting for the car’s automated parking feature. The software can be told where you want it to park in different kinds of parking areas.
In this context, “parking lot” is where the speaker is describing FSD’s automated parking behavior. The update adds options for where the system should park within a parking environment (like on the street, in a driveway, or at the curb).
speed profiles
"bullet point five speed profiles are now available at all times to further customize driving style preference"
Speed profiles are settings that change how the car drives—especially how it chooses speed and responds to traffic. It’s basically a way to customize the driving “feel.”
Speed profiles are configurable driving behavior settings within Tesla’s FSD software. They let you tailor how the car accelerates, decelerates, and generally matches its speed to the driving situation.
Mad Max profile
"there is no mad max profile in version 14 light and I presume this is purely a guess because I am not a software engineer"
“Mad Max” sounds like a more aggressive driving setting. The speaker says it isn’t included in the lighter version of the software, likely because it needs more computing power to make lots of fast decisions.
The “Mad Max profile” is a named driving mode referenced by the speaker as part of Tesla’s FSD speed-profile options. The speaker claims it’s not present in “version 14 light,” suggesting it may require more processing or decision-making than that lighter software configuration supports.
FSD beta
"the first major update in a year and a half the longest we've ever gone since the start of the fsd beta program"
FSD beta is Tesla’s software that tries to help the car drive more on its own. It’s not the same as a fully autonomous car you can ignore—think of it as advanced assistance that’s still being improved.
FSD beta refers to Tesla’s “Full Self-Driving” software package being tested in a beta program. It’s designed to add advanced driver-assistance features like lane centering and automated parking, but it’s still software under development rather than a fully autonomous system.
Enhanced Autopilot
"when I got it in 2018 which at the time enhanced autopilot I had purchased and that software was available but even at that time it did not have automatic lane changes in 2018"
Enhanced Autopilot is Tesla’s upgraded set of driver-assist features. It can help with things like staying in lanes, but in this story it still couldn’t do automatic lane changes or handle city driving by itself.
Enhanced Autopilot is Tesla’s driver-assistance package that adds more automated driving features than basic Autopilot. In this segment, the host emphasizes that even with Enhanced Autopilot in 2018, the car lacked automatic lane changes and couldn’t handle city streets.
automatic lane changes
"even at that time it did not have automatic lane changes in 2018 so it could not do that it could not even do that let alone anything on city streets"
Automatic lane changes mean the car can switch lanes by itself. The host is saying their 2018 setup couldn’t do that feature yet.
Automatic lane changes are a driver-assistance capability where the car can change lanes on its own when conditions are met. The host says the 2018 software didn’t include this, which is why it couldn’t perform more advanced driving tasks.
hardware 2.5
"which in fairness in 2018 my car was on hardware 2.5 and then it was in march of 2019 that I got the upgrade to hardware 3"
Hardware 2.5 is the generation of Tesla’s computer inside the car. Different computer generations can support different levels of self-driving features, and the host says their 2018 car was on the older one.
“Hardware 2.5” refers to Tesla’s in-car computer generation used for running driver-assistance and self-driving software. The host notes their car was on hardware 2.5 in 2018, which limited what features it could support at the time.
hardware 3
"it was in march of 2019 that I got the upgrade to hardware 3 and so I just hope that tesla will deliver on the hardware upgrade that they have promised us ... hardware 3 will not be capable of full unsupervised full self-driving"
Hardware 3 is the newer computer inside the Tesla that’s meant to run more advanced driving features. The host says Tesla itself has said this hardware still won’t fully drive without supervision.
“Hardware 3” is Tesla’s later-generation onboard computing platform for running advanced driver-assistance and self-driving software. The host argues Tesla promised a hardware upgrade path, but also points out Tesla has admitted hardware 3 won’t be capable of full unsupervised Full Self-Driving.
full unsupervised full self-driving
"as remember the company itself has admitted publicly that hardware 3 will not be capable of full unsupervised full self-driving"
This phrase refers to the highest level of self-driving where the car can operate without a human monitoring it. The host says Tesla has publicly admitted that hardware 3 won’t reach that “full unsupervised” capability.
version 14 34
"and version 14 point I guess we're on 14 34 in my ai4 car because he is he was lucky enough to be one of the first people to get version 14 lite"
Version 14 34 is a more specific software build number within the Version 14 update. The host mentions it so listeners know exactly which software their AI4 car is running during the comparison.
“Version 14 34” appears to be a more specific build number within the Version 14 software family. The host uses it to distinguish the exact software running on their AI4 car for the comparison test.
v14 14.3
"how close v14 lite feels compared to actual v14 14.3 on the ai4 cars there is so much more [1837.0s] tesla news to get to this week but real quick I just want to take a quick pause"
This is a specific Tesla software update version. They’re using it as the “real” reference point to see whether the lighter update feels close in day-to-day driving.
“v14 14.3” is a specific Tesla software version number used as the baseline for comparison. The hosts contrast “version 14 lite” against “actual v14 14.3” on AI4 cars, implying feature and behavior differences between software builds.
Ford It Model
"...in pick whatever rivian r2 sure model yl do it do it model yl because by the time yet you can order it now s..."
Lucid Gravity
"series I mean anything else model 3 model 3 performance lucid gravity keya ev 9 or if 50 [1899.8s] grand in cash sounds better"
Lucid Gravity is an electric SUV from Lucid. The hosts are listing it as one of the possible cars you could choose if you win the raffle.
Lucid Gravity is Lucid’s electric SUV model line. It’s mentioned alongside other EVs as an example of what a winner could select as their prize.
supercharged ticket
"plus if you like this is an option you can optionally supercharge your entry for $10 per ticket [1935.4s] which means if a supercharged ticket of yours is drawn as the winner you'll not only win the [1942.2s] ev of your choice or the 50 grand but also a Tesla wall connector"
This is a raffle option where you pay extra for a ticket. The hosts say that if a “supercharged” ticket wins, you get extra prize value (like a home Tesla charger).
A “supercharged ticket” is a raffle-specific upsell option where you pay extra per ticket for a better or enhanced chance/benefit if your ticket is drawn. In this segment, it’s described as adding the Tesla Wall Connector to the prize package if that ticket wins.
Tesla wall connector
"you'll not only win the [1942.2s] ev of your choice or the 50 grand but also a Tesla wall connector including professional [1949.3s] installation from a certified electrician that will be added to your prize if you win"
A Tesla Wall Connector is a home EV charger installed at your house. It’s faster and more convenient than plugging in with basic gear, and it’s listed here as part of the prize if you win.
A Tesla Wall Connector is Tesla’s dedicated home charging unit that installs on a wall and provides higher-power charging than a basic portable setup. The hosts mention it as part of the raffle prize, including professional installation by a certified electrician.
regulatory restrictions
"this will be the first time in Tesla's history that a product rollout is arguably limited more by regulatory restrictions than by manufacturing bottlenecks"
These are the legal rules that decide when self-driving cars are allowed to operate. The episode is saying Tesla has to prove safety first before the cars can be used by regular people.
“Regulatory restrictions” are government rules that control when and where an autonomous vehicle can operate. The host links these restrictions to safety validation—demonstrating the system is safe before it can carry members of the public.
cyber cab
"this will be the first time in Tesla's history that a product rollout is arguably limited more by regulatory restrictions than by manufacturing bottlenecks and production ramps because the cyber cab you'll remember is being made with the new unboxed manufacturing process"
The “cyber cab” is Tesla’s self-driving taxi idea. It’s designed to drive itself, and the big question is where it’s allowed to operate safely and legally.
The “cyber cab” is Tesla’s autonomous robotaxi concept, positioned as a car that drives itself with no human inputs for vehicle control. The segment discusses how its rollout is constrained more by regulation and where it can operate than by how quickly Tesla can build it.
unboxed manufacturing process
"the cyber cab you'll remember is being made with the new unboxed manufacturing process that when fully up to speed can crank out cars super super quick"
This is Tesla’s new way of building cars that’s meant to be faster and simpler. The episode is saying Tesla can make them quickly, but the limiting factor is getting them approved and deployed.
“Unboxed manufacturing process” refers to Tesla’s approach to building vehicles using a modular, streamlined production method intended to reduce complexity and speed up assembly. In the segment, the host contrasts this faster manufacturing capability with the slower pace of getting cars into service.
RoboTaxi support
"it says first responders can contact Tesla RoboTaxi support 24 7 at phone number here or via the onboard two-way communication device"
This is a help line for Tesla’s robotaxi service. If something happens, first responders can call or use the vehicle’s communication system to get assistance.
“RoboTaxi support” is Tesla’s operational support channel for its robotaxi service, used by first responders when interacting with an incident or vehicle situation. The segment says first responders can contact it 24/7.
onboard two-way communication device
"first responders can contact Tesla RoboTaxi support 24 7 at phone number here or via the onboard two-way communication device"
This is the car’s built-in system for talking to people outside the car. Here, it’s how first responders can reach Tesla’s robotaxi support during an emergency.
An “onboard two-way communication device” is hardware in the vehicle that enables real-time voice/data exchange with external parties. In this segment, it’s described as the method first responders can use to contact Tesla RoboTaxi support.
temporary geofencing
"they can also request temporary geofencing to block RoboTaxi traffic"
Geofencing means the system uses GPS to create a virtual boundary. “Temporary geofencing” is a short-term version that can stop robotaxis from entering a specific area during an incident.
“Temporary geofencing” is a software-controlled restriction that limits where a vehicle (or service) is allowed to operate within a defined geographic area. The segment says first responders can request it to block RoboTaxi traffic.
autonomous mode
"point I wanted to read you autonomous mode is disabled by a Tesla rep after a safety critical event like a collision or when pulled over when disabled hazard lights flash rapidly at two times the normal speed"
“Autonomous mode” means the car is trying to drive itself. If something dangerous happens, the system can turn that off so the car can be handled safely.
“Autonomous mode” is the vehicle’s driver-assistance/automation feature that takes over driving tasks instead of requiring the human to continuously control the car. In this segment, it’s described as being disabled after a safety-critical event so the car can behave predictably and allow responders to intervene.
hazard lights
"when disabled hazard lights flash rapidly at two times the normal speed and the doors unlock and then here's another one"
Hazard lights are the emergency blinkers that tell other drivers, “Pay attention—something’s happening.” Here, they blink faster when the car’s self-driving mode is turned off.
Hazard lights are the vehicle’s emergency flashers that warn other road users that something is wrong or the car is stopped unexpectedly. The segment specifies a rapid flashing pattern when autonomous mode is disabled.
two-way communication with Tesla support
"parks disabled autonomous mode and initiates two-way communication with Tesla support including an external microphone"
This is the process where the car contacts Tesla’s help team during an emergency. It’s part of how the system coordinates what happens next.
This describes the emergency/incident workflow where the autonomous vehicle contacts Tesla support and can receive guidance. It’s more specific than generic “communication” because it’s tied to the safety-critical sequence described in the segment.
external microphone
"initiates two-way communication with Tesla support including an external microphone and then there were a few more that I wanted to give credit to"
An external microphone is a mic outside the car that helps capture what’s happening during an emergency. Here it’s mentioned as part of how the car communicates with Tesla support.
An external microphone is a sound-capturing device mounted outside the vehicle to improve audio pickup during emergencies. In this segment, it’s used to support the vehicle’s communication with Tesla support when autonomous mode is disabled.
virtual steering wheel
"which must be through the screen right like a virtual virtual steering wheel virtual acceleration and brake"
A “virtual steering wheel” is a steering control shown on the screen. It lets responders control the car using the touchscreen if they need to move it out of danger.
A “virtual steering wheel” is an on-screen control interface that lets first responders steer the vehicle remotely using the vehicle’s display. The segment describes manual control via touchscreen rather than physical steering inputs.
curtain airbags
"it the cyber the cyber cab first responders guide notes that there are at least 10 airbags front airbags knee airbags inner seat mounted side airbags outer seat mounted side airbags and curtain airbags"
Curtain airbags are airbags that deploy along the sides of the car near the windows. They’re meant to help protect your head during certain crashes.
Curtain airbags are side-inflating airbags designed to deploy from above the windows to help protect occupants’ heads in a crash. The segment lists curtain airbags as part of the cyber cab’s airbag suite.
inner seat mounted side airbags
"front airbags knee airbags inner seat mounted side airbags outer seat mounted side airbags and curtain airbags"
These are side airbags built into the seat area to help protect you if the car is hit from the side. The “inner” vs “outer” wording suggests different positions for different seating locations.
Inner seat mounted side airbags are side-impact airbags placed on the inboard side of the seat structure to help protect occupants during a lateral collision. The segment distinguishes them from outer seat mounted side airbags, implying multiple side airbag locations.
outer seat mounted side airbags
"front airbags knee airbags inner seat mounted side airbags outer seat mounted side airbags and curtain airbags"
These are side airbags located on the outside portion of the seat. They’re meant to help protect you if another vehicle hits you from the side.
Outer seat mounted side airbags are side-impact airbags mounted on the outboard side of the seat to help protect occupants in a lateral crash. The segment lists them separately from inner seat mounted side airbags, indicating a multi-airbag design.
knee airbags
"front airbags knee airbags inner seat mounted side airbags outer seat mounted side airbags and curtain airbags"
Knee airbags are designed to protect your knees and lower legs in a crash. They deploy from the lower dashboard area.
Knee airbags are airbags positioned to protect the driver’s (and sometimes front passenger’s) knees and lower legs during a frontal impact. The segment includes them in the cyber cab’s stated airbag count.
extreme weather conditions
"cyber cab RoboTaxi does not accept new rides when extreme weather conditions pardon me are expected if unexpectedly caught by extreme weather conditions"
“Extreme weather conditions” means really bad weather where the self-driving taxi won’t take new trips. The idea is that the system may not be able to operate safely if conditions get too harsh.
“Extreme weather conditions” refers to the threshold where the RoboTaxi system stops accepting new rides and changes behavior for safety. The segment contrasts normal light/moderate precipitation (rain, fog, snow) with more severe conditions.
nearest safe stopping location
"cyber cab RoboTaxi is designed to pull over at the nearest safe stopping location and park Tesla RoboTaxi support is then notified"
This means the car will pull over to the closest safe spot instead of continuing the trip. It’s a safety fallback if conditions become too dangerous.
A “nearest safe stopping location” is the planned fallback behavior where the autonomous vehicle pulls over to the closest place deemed safe. The segment describes this as the response when extreme weather is encountered unexpectedly.
autonomous rides
"once these things start taking regular public customers for autonomous rides and with that I also have no doubt that we will see it make mistakes"
“Autonomous rides” means the car drives itself for the trip. Instead of a person steering and braking, the system handles driving.
“Autonomous rides” refers to trips where the vehicle drives itself using automation systems rather than a human driver controlling the car. In robotaxi rollouts, this is the key step from demonstrations to real public service.
Tesla Cybercab
"...g forward to the addition of the fully driverless cybercabs onto my city's roads and now Tesla is not quite t..."
The Tesla Cybercab is a planned electric vehicle that’s meant to drive itself. The idea is that it could operate on city roads without a person controlling it. The podcast mentions it in the context of an upcoming driverless rollout and whether it will happen as planned.
The Tesla Cybercab is a planned fully driverless, autonomous vehicle concept aimed at future urban mobility. It’s discussed because it represents a shift from driver-assist EVs toward vehicles intended to operate without a human behind the wheel. In the podcast context, the mention is about adding fully driverless Cybercabs onto city roads and the uncertainty around how that rollout will go.
Miami
"robotaxi has launched in Miami model why robotaxi's for now again no nobody no members of the public are getting rides in cybercabs just yet"
Miami is the city the host mentions where Tesla’s self-driving taxi service started. It’s an example of where these robotaxi trials are happening first.
Miami is referenced as the location where Tesla’s robotaxi service has launched. The host uses it as an example of early deployment geography and how autonomy levels can differ by city.
fully unsupervised
"as a bonus those Miami robotaxi's are fully unsupervised but the catch at least for now is that it appears to be from taking a look at the map it appears to be a pretty small service area"
“Fully unsupervised” means there’s no person in the car watching and ready to take over. The system is expected to handle the drive on its own.
“Fully unsupervised” describes an autonomy mode where the vehicle operates without a human safety driver monitoring it. The host notes Miami robotaxis are “fully unsupervised,” but within a limited service area.
unsupervised fsd
"and skip straight to unsupervised fsd I love to see that now again as soon as they take the safety monitors out in my neck of the woods here in the San Francisco Bay area"
“FSD” is Tesla’s software meant to handle driving. “Unsupervised” means the car is supposed to drive without a person watching closely in the driver’s seat.
“FSD” is Tesla’s Full Self-Driving software package, and “unsupervised FSD” here means running that capability without a human monitoring/ready-to-take-over driver. The host says Tesla is “skipping straight” to this level in some markets.
San Francisco Bay area
"as soon as they take the safety monitors out in my neck of the woods here in the San Francisco Bay area I will definitely be taking some fully driverless rides"
The San Francisco Bay area is where the host lives and expects to try fully driverless rides later. The timing depends on when the service expands there.
The San Francisco Bay area is mentioned as the host’s local region for future robotaxi/unsupervised FSD availability. It highlights that autonomy rollouts are staged and can vary by location.
gigawatt hours
"delivered over 480,000 vehicles and deployed 13 and a half gigawatt [2764.5s] hours of energy storage products thank you to all of our customers employees suppliers shareholders"
Gigawatt-hours are a way to measure how much energy is stored or delivered. In this context, it’s Tesla’s energy storage business, not the cars.
Gigawatt-hours (GWh) measure energy capacity or energy delivered over time, commonly used for grid-scale energy storage. Tesla’s “energy storage products” being reported in GWh indicates the scale of stored energy deployed, not just vehicle sales.
delivery number
"so remember let's keen in let's hone in on that delivery number 480,000 plus vehicles delivered [2787.5s] in q2 last quarter so q1 of this year was 358,000 deliveries"
When companies report “deliveries,” they mean cars that were actually delivered to customers in that time period. It’s not the same as how many cars were built.
In automaker reporting, “deliveries” are the vehicles handed to customers (or otherwise counted as delivered) during a quarter. It’s different from production volume, and it’s often used to gauge demand and sales momentum.
federal tax credit
"abnormally large because as you were you might recall that is when the 7500 federal tax credit [2853.9s] was ending q3 was the final quarter for that last year and that abnormal quarter saw teslas"
A federal tax credit is money the government gives back (through your taxes) if you buy an eligible vehicle. When it’s about to end, people often buy sooner, which can temporarily boost sales numbers.
A federal tax credit is a government incentive that reduces a buyer’s tax bill, often tied to eligibility rules for certain vehicles. The segment notes the “$7,500 federal tax credit” ending, which can cause a surge in deliveries ahead of the deadline as buyers rush to qualify.
year over year bump
"was just over 23,000 so yes percentage wise that is a decent year over year bump of first half to first half comparing apple to apple there"
“Year over year bump” just means the numbers are higher than they were in the same time period last year. The host warns that it’s tricky to judge because different models may be included in the totals.
A “year over year bump” means the metric (here, deliveries in the “other vehicles” category) is higher compared to the same period one year earlier. The host emphasizes that it’s still hard to interpret because the underlying vehicle mix may have changed between years.
Model S
"anyway that is it we say goodbye to model s and model x perhaps one day we'll see you both again"
Tesla Model S is Tesla’s electric sedan. Here it’s mentioned because the host is explaining how Tesla’s delivery numbers get grouped in quarterly reports.
Tesla Model S is the company’s flagship battery-electric sedan, and it’s referenced here only in the context of Tesla’s delivery reporting categories. The host is saying Model S is being excluded from the “other vehicles” grouping for the near-term reporting outlook.
Model X
"anyway that is it we say goodbye to model s and model x perhaps one day we'll see you both again"
Tesla Model X is Tesla’s electric SUV. In this segment it’s mentioned because the host is explaining how Tesla’s delivery report categories shift depending on which models are in production.
Tesla Model X is Tesla’s battery-electric SUV, and it’s brought up here as part of the “other vehicles” reporting discussion. The host is framing how the mix of models changes quarter to quarter, which can make year-over-year comparisons tricky.
other vehicles category
"or at least one of you at least the model s again for now though the other vehicles category on Tesla's future quarterly production and delivery reports will be at least in the near term made up almost entirely of cyber truck numbers"
“Other vehicles category” is Tesla’s reporting bucket for models that aren’t listed separately in the main line items. Because the mix of vehicles in that bucket changes over time (e.g., Model S/X moving out, Cybertruck moving in), it can distort simple quarter-to-quarter comparisons.
cyber truck
"Tesla's future quarterly production and delivery reports will be at least in the near term made up almost entirely of cyber truck numbers ... we might have our most accurate idea yet on next quarter's production and delivery report of exactly how many cyber trucks tesla made and delivered"
The Tesla Cybertruck is Tesla’s electric pickup. The host is saying that, for the near term, most of the “other vehicles” numbers in Tesla’s quarterly reports will basically be Cybertruck.
Tesla Cybertruck (often stylized “Cybertruck”) is Tesla’s electric pickup, and in this segment it’s the dominant contributor to Tesla’s “other vehicles” delivery category. The host is using that grouping to predict how accurately next quarter’s report will reflect Cybertruck production and deliveries.
fleet of rental teslas
"[3162.6s] pete from perth in western australia who talked about his fleet of rental teslas that he operates [3170.4s] there including his cosmic silver model yl which we talked at length about of course"
A rental fleet means many cars that are used to rent out to customers. With EVs, running a fleet can be harder or different because you have to manage charging and keep the cars available.
A rental fleet is a group of vehicles operated for commercial rental use, rather than personal ownership. In an EV context, fleet operation matters because charging logistics, uptime, and replacement cycles can be different from privately owned cars.
tesla batteries
"truckloads of tesla batteries [3304.1s] keep getting stolen before they even leave the factory that is the headline from the wired dot [3311.8s] com story on this"
The battery pack is the big battery that powers the electric car. The story is about battery packs being stolen before they even make it out from the factory or shipping process.
In Tesla EVs, the battery pack is the large high-voltage energy storage system that powers the electric motors. The segment’s “truckloads of Tesla batteries” theft headline is about battery packs being stolen during logistics before vehicles are delivered.
before they even leave the factory
"truckloads of tesla batteries [3304.1s] keep getting stolen before they even leave the factory that is the headline from the wired dot [3311.8s] com story on this"
The theft is happening during shipping and handling, not after the cars are already in customers’ hands. That matters because it points to security gaps earlier in the process.
This describes theft occurring during the supply-chain and logistics stage, not after customer delivery. For EVs, that can mean battery packs are targeted while they’re in transit or awaiting installation.
felony possession of stolen property
"three men suspected of carrying out one of the heists were arrested in january and charged with felony possession of stolen property"
“Felony possession of stolen property” is a criminal charge for knowingly having property that was stolen. In this segment, it’s used to describe charges against suspects arrested in connection with cargo thefts.
cargo thefts
"but the broader spate of cargo thefts plaguing elan musk's car company are still under investigation"
Cargo thefts are when shipments or goods in transit are stolen. Here, the stolen items are Tesla-related battery products.
“Cargo thefts” are thefts of goods while they’re being transported or staged for shipment. The segment frames the issue as repeated thefts of high-value battery products from logistics and loading areas.
security protocols
"some of the initial thefts stemmed from failing to adhere to basic security protocols according to sheriff's reports the car maker has since tightened its procedures"
Security protocols are the rules and steps a company uses to keep valuable items safe. The segment says some early thefts happened because those basic safety steps weren’t being followed.
“Security protocols” are the documented procedures a company uses to prevent theft or unauthorized access. Here, the segment claims early thefts were linked to not following basic security protocols, and Tesla later tightened procedures.
factory gate
"has since tightened its procedures including beginning to verify the identity of drivers at the factory gate according to the sheriff's records"
The “factory gate” is the main checkpoint where trucks and drivers enter and leave a factory. Checking who the driver is helps prevent unauthorized people from getting in and taking items.
A “factory gate” is the controlled entry/exit point to a manufacturing site. Verifying driver identity at the factory gate is a security measure to reduce unauthorized access and theft of high-value goods.
power wall three residential battery systems
"the first of the recent cases took place in december and involved two trailers each filled with over 400 and 75000 dollars worth of power wall three residential battery systems which were taken from a tesla property"
Powerwall is Tesla’s home battery. It stores electricity so your house can use it later, like during outages or peak-rate times. “Powerwall Three” just means the newer version of that home battery.
“Powerwall” is Tesla’s home energy storage product: a wall-mounted battery system used to store electricity for a residence. In this segment, “Powerwall Three” refers to a specific generation of that home battery hardware.
stolen battery theft
"what they suspected to be stolen car batteries which invest in pardon me investigators later confirmed had been tesla reported one additional alleged theft in december and nine more in january"
The hosts are talking about thefts involving Tesla battery products. The idea is that batteries are valuable, so criminals target shipments and police have to track where they go.
The segment describes a pattern of theft targeting Tesla battery products, including shipments of battery units. It’s a logistics-and-security concept: batteries are valuable and can be moved quickly, so tracking and supply-chain controls matter.
power walls
"that included a january 19 incident involving another trailer containing 123 power walls it was destined for a tesla facility in hayward california but never made it there"
“Power walls” are Tesla’s wall-mounted battery units. They store electricity for later use, like backup power or energy storage for a building.
“Power walls” is a colloquial reference to Tesla’s wall-mounted battery storage units used for stationary energy storage. They’re typically installed at homes or businesses to store electricity and then discharge it when needed.
interstate operations
"sheriff's reports state that the semi truck in the company whose driver came to pick up the trailer were not licensed for interstate operations a freight broker had awarded the contract"
“Interstate operations” means driving or shipping for business across state borders. The report claims the driver/company didn’t have the proper authorization to do that.
“Interstate operations” refers to commercial transportation that crosses state lines. The transcript says the semi truck’s company and driver weren’t licensed for that kind of legal operation, which is a key detail in the alleged logistics violations.
freight broker
"trailer were not licensed for interstate operations a freight broker had awarded the contract to transport the trailer to an illegitimate carrier according to sheriff's reports"
A “freight broker” is someone who sets up shipping by matching a shipment with a trucking company. Here, the broker is tied to the contract that was allegedly handled improperly.
A “freight broker” is a middleman that arranges transportation for shipments, typically by finding a carrier to move goods. In the segment, the broker is described as awarding the contract that ultimately led to an illegitimate carrier.
GPS tracking device
"detectives placed a gps tracking device on it with the intent to nab the thieves coming back for it and they informed tesla of the location and their plan"
A “GPS tracking device” is a gadget that can tell you where something is using satellites. Here, police used it to follow the stolen trailer and plan an arrest.
A “GPS tracking device” is a small unit that uses satellite signals to report its location over time. In this story, detectives used it to monitor a stolen trailer and anticipate when thieves would return.
commercial driver's license
"prosecutors alleged that the three individuals in their 20s traveled from california with a forged commercial driver's license in someone else's name"
A “commercial driver's license” is the special license needed to drive big commercial trucks. The segment says the suspects allegedly used a fake one.
A “commercial driver's license” (CDL) is the specialized license required to drive most large commercial vehicles, such as trucks used for interstate hauling. The transcript alleges the suspects used a forged CDL in someone else’s name.
freight companies
"if you're tesla you must be seriously tightening the screws on all of your freight [3709.4s] companies at this point and not only that but tightening the screws on the tesla employees"
Freight companies are the businesses that transport cargo—like by truck, ship, or plane. When the cargo is something valuable like EV batteries, the shipping process has to be tightly controlled to prevent theft.
Freight companies are logistics carriers that move goods by truck, ship, or air cargo. In EV supply chains, they’re critical because battery modules and finished battery systems are high-value and require strict handling, tracking, and documentation to prevent theft or diversion.
vertically integrate
"i wouldn't even be surprised if tesla just decided to add this [3753.7s] to their list of things that they vertically integrate in order to fix it meaning they are [3761.2s] already producing tesla semis so they just decide all right we're gonna crank out a bunch of semis"
Vertical integration means a company handles more of the process itself, not just the product. Here, the idea is Tesla might control shipping too, so it can better secure high-value battery cargo.
To vertically integrate means a company controls multiple stages of its supply chain—like manufacturing, logistics, and distribution—rather than relying on outside partners. The host is suggesting Tesla could bring freight transportation in-house to reduce theft risk and improve security.
tesla semis
"meaning they are [3761.2s] already producing tesla semis so they just decide all right we're gonna crank out a bunch of semis [3768.6s] for ourselves at our new semi factory at gigantavada"
Tesla Semi is Tesla’s electric big rig (heavy truck). It’s used for hauling freight, and the segment mentions it as a way Tesla could manage shipping itself. That matters because batteries are high-value cargo.
Tesla Semi is Tesla’s heavy-duty electric truck, designed for long-haul freight with high-capacity battery packs. In this segment, it’s mentioned as part of Tesla potentially controlling logistics to move valuable battery shipments more securely.
lfp battery factory
"really same goes for ford at its new lfp battery factory in michigan that i talked about an [3835.7s] episode or two ago as well so if you're in the battery business you got to be paying close"
LFP is a type of lithium battery chemistry. It’s known for being safer and lasting a long time. The host is saying that battery factories making LFP packs also need strong security because batteries are valuable.
LFP stands for lithium iron phosphate, a lithium-ion battery chemistry known for strong safety characteristics and long cycle life. The segment ties LFP production to security risk, implying that even “non-Tesla” battery operations need tight controls because battery materials and packs are valuable.
michigan
"really same goes for ford at its new lfp battery factory in michigan that i talked about an [3835.7s] episode or two ago as well so if you're in the battery business you got to be paying close"
Michigan is mentioned as where a new battery factory is being built. Since batteries are valuable, factories and their supply chains need extra security to prevent theft.
Michigan is referenced as the location of a new Tesla LFP battery factory. That’s relevant because battery manufacturing capacity is a strategic part of the EV supply chain, and it also introduces security and theft concerns around high-value materials and finished packs.
Rivian R2
"all right last thing this week it's other ev news it's about rivian and it's good news [3862.2s] rivian r2 reservation holders i know there are plenty of you listening to this that have an [3867.2s] r2 reservation you all got a treat this past week"
The Rivian R2 is an electric SUV/truck that Rivian is building for people who want a Rivian but at a lower price and size than their bigger models. Here, the big news is that Rivian is telling reservation holders when they might be able to order and when delivery could happen.
The Rivian R2 is an upcoming Rivian electric vehicle positioned as a smaller, cheaper alternative to the company’s larger R1 models. In this segment, the host focuses on how Rivian is revealing estimated order and delivery windows for R2 reservation holders, which affects how buyers plan their purchase timing.
estimated order and delivery windows
"and that is the company has chosen to reveal everyone's estimated order and delivery windows [3884.2s] and yes it was on purpose they did choose to do it it wasn't a mistake they've opened that [3890.8s] information up if you've got an r2 reservation you probably already got an email but you can"
These are two timelines: when you can place the order and when the car is expected to be delivered. The host says Rivian is being more transparent by showing these windows to people who reserved the car.
Estimated order and delivery windows are two related time ranges: when you can order the vehicle and when it’s expected to arrive. The host highlights Rivian’s decision to reveal these estimates to reservation holders, arguing it improves planning for a large purchase.
estimated order window
"and yes it was on purpose they did choose to do it it wasn't a mistake they've opened that [3890.8s] information up if you've got an r2 reservation you probably already got an email but you can [3895.4s] log into your rivian account and it will now show you when your estimated order window like when [3901.1s] you'll actually be able to order and get your car is going to be now provided those estimates"
An estimated order window is the approximate period when you’ll be able to officially order your car. The host says Rivian is now showing that timing to reservation holders so they can plan their purchase better.
An estimated order window is a time range during which a reservation holder is expected to be able to place an order. In this segment, Rivian is showing these windows in the customer’s account, which helps buyers plan the timing of a major purchase.
transparency
"having more information to more accurately do [3936.9s] that is a good thing and again i think that transparency from rivian is good and the [3943.9s] handful of people in my life who have an r2 reservation all of them were super excited"
Here, transparency means the company is sharing clearer information instead of keeping timing vague. The host thinks that helps people plan when they’ll be able to buy and receive their car.
In this context, transparency refers to Rivian openly sharing reservation-holder information like order and delivery estimates. The host frames it as beneficial because it reduces uncertainty when planning a major purchase.
Rivian R1
"she said she had told me that her dream car [3978.4s] was the r1 but what's interesting about that little story is she didn't even know about the r2 [3986.7s] so what i told her that the r2 is at least the goal of it and the early reviews say that suggest"
The Rivian R1 is Rivian’s bigger, more expensive electric vehicle line. In the story, someone wanted the R1, but the host explains that the R2 is expected to feel similar—just smaller and cheaper.
The Rivian R1 is the larger, more expensive family of Rivian electric vehicles that the host mentions as a “dream car” for a first-time EV buyer. The host uses it as a comparison point to explain that the Rivian R2 is expected to deliver similar strengths and characteristics, just in a smaller, cheaper package.
refundable reservation
"because i said just you know it's refundable it's only i think it was a hundred bucks whatever it is for an r2 reservation"
A refundable reservation means you put money down to reserve a car, but you can get that money back later if you decide not to buy. It’s a way to hold your spot without taking on as much risk.
A “refundable reservation” is a deposit you pay to secure a place in line for a future vehicle, but that deposit can be returned if you change your mind. For EVs, this matters because it reduces the risk of committing money before production timing and final specs are confirmed.
reservation window
"and now she's her window is looking like december january and when when we talked on text about it this week"
A “reservation window” is the rough time period you’re told you might get your reserved car. If it moves later, it usually means the delivery date changed.
A “reservation window” is the estimated production/delivery timeframe shown to customers after they reserve a vehicle. When it shifts (e.g., from earlier to “December/January”), it reflects changes in manufacturing schedules or supply constraints.
ride the lightning hotline
"stick with me i've got time for just a few of your phone calls in the ride the lightning hotline and i will get to those right after this"
That’s the show’s phone number listeners can call to leave a question. It’s how people get their EV/Tesla topics onto the podcast.
This is the podcast’s call-in line for listener questions and voicemail submissions. It’s a segment format rather than a technical EV concept.
acceleration boost
"hey my name is patrick i drive a 23 uh model 3 with acceleration boost i was just listening to the podcast"
“Acceleration boost” is an upgrade that makes a Tesla feel faster when you press the accelerator. It’s meant to improve how quickly the car gets up to speed.
“Acceleration boost” is a Tesla performance upgrade that increases the car’s acceleration response compared with the base configuration. It’s typically associated with improved launch behavior and stronger straight-line pull, often enabled via a combination of software and hardware changes.
passenger side vent
"somebody was trying to activate their passenger side vent and they were clicking the seatbelt in and they're pushing down on it if i know what i want to activate mine i just hit the the climate control and i touch my passenger side vent and it activates"
It’s the air vent on the passenger side of the car. The speaker is saying there’s a way to turn on or control that vent by touching it, instead of doing it through the seatbelt-related method.
This refers to a cabin air outlet on the passenger side used to direct airflow. In the context of the discussion, the host is describing a Tesla feature where touching/activating the vent triggers the climate airflow control.
climate control
"if i know what i want to activate mine i just hit the the climate control and i touch my passenger side vent and it activates"
Climate control is the car’s heating and air-conditioning system. It’s what you use to set the cabin temperature and manage where the air comes out.
Climate control is the system that manages cabin temperature and airflow. On EVs like Tesla models, it’s also tied into how quickly the car can heat or cool the cabin and how the HVAC interacts with other vehicle controls.
Polestar 3
"not be offered the poll star three was right in my wheelhouse as i was looking for sort of a hot-hatch experience at a little bit lower cost than the portion mccarn electric"
The Polestar 3 is an all-electric SUV from Polestar. Here, the caller is saying it matches what he wants—sporty driving feel—without costing as much as the Porsche Macan Electric.
The Polestar 3 is Polestar’s electric SUV, positioned as a performance-oriented alternative to other EVs. In this segment, it’s discussed as a “hot-hatch” style fit for someone wanting sportiness at a lower cost than the Porsche Macan Electric.
Porsche Macan Electric
"not be offered the poll star three was right in my wheelhouse as i was looking for sort of a hot-hatch experience at a little bit lower cost than the portion mccarn electric"
The Porsche Macan Electric is Porsche’s electric SUV. In this call, it’s mentioned as the more expensive option compared with the Polestar 3.
The Porsche Macan Electric is Porsche’s all-electric version of the Macan, aimed at delivering a more traditional Porsche driving feel in an EV package. Here it’s used as a cost comparison point versus the Polestar 3 for someone seeking a sporty “hot-hatch” vibe.
800 volt architecture
"they've updated the product in europe with 800 volt architecture and 670 horsepower"
800 volt architecture means the car’s electrical system runs at a higher voltage. That can help the EV charge faster and deliver power more efficiently, as long as the charging network supports it.
800 volt architecture is an EV electrical system design that uses a higher-voltage battery/inverter setup. It can enable faster charging and more efficient power delivery than lower-voltage designs, assuming the charger and vehicle support it.
670 horsepower
"they've updated the product in europe with 800 volt architecture and 670 horsepower"
Horsepower is a number that describes how strong the car’s power output is. Higher horsepower usually means the car can accelerate more strongly.
Horsepower is a measure of engine/motor output power. In EVs like the Polestar 3, it’s used to describe how much peak power the electric motors can produce, which strongly influences acceleration and overall performance feel.
Portland
"well think poll stars done really well in the seattle portland uh and the northern cal area"
Portland is another city mentioned as a place where Polestar has been doing well. It’s more about where people are buying EVs than about how the cars work.
Portland is cited alongside Seattle as a market where Polestar has performed well. The mention is about real-world regional traction for an EV brand rather than a technical detail.
Seattle
"especially up through the northwest uh well think poll stars done really well in the seattle portland"
Seattle is mentioned as an area where Polestar seems to be popular. That kind of regional success can reflect how well EVs are supported and adopted locally.
Seattle is referenced as part of the Pacific Northwest where Polestar has reportedly done well. For EV shoppers, regional demand can correlate with charging infrastructure and local buyer preferences.
model 3
"it is brian from colorado hello ryan it's brian from arvata colorado and sorry to say that my model 3 has been in an accident i had fsd engaged and fsd did not work"
A Tesla Model 3 is an all-electric car. Here, the caller is saying their Model 3 was using Tesla’s advanced driver-assist system (FSD) and still crashed.
The Tesla Model 3 is Tesla’s mass-market electric sedan, known for its software-driven driving features. In this segment, the caller says the Model 3 had Full Self-Driving (FSD) engaged and then behaved unexpectedly around roundabouts.
event data recorder
"i can't to find out that this data is in the car and what they call the event data recorder stored in the vehicle's restraints control module"
An event data recorder is like a car’s “black box” for crashes. It can store information about what the car was doing right before and during an accident.
An event data recorder (EDR) is a vehicle’s crash/incident logging system that records specific data around a collision. The caller says the EDR data could show whether FSD was engaged at the time of the accident, but that access is restricted.
restraints control module
"what they call the event data recorder stored in the vehicle's restraints control module which would prove that i had fsd engaged at the time of the accident"
The restraints control module is the car’s safety computer for things like airbags and seatbelts. The caller says the crash data is stored in that safety computer.
The restraints control module is the electronics unit that manages safety systems like airbags and seatbelt pretensioners. The caller claims the event data recorder is stored in this module, which is why it could contain evidence about the car’s state during the crash.
tesla edr tool
"but this data is only accessible through a tesla edr tool a special cable that connects to the car"
This is a special tool used to pull crash “black box” data from the car. The caller says you can’t easily get that data without the right Tesla-specific equipment.
A Tesla EDR tool refers to the specialized interface used to read event data recorder information from the vehicle. The caller says the EDR data is only accessible through this tool, which requires a specific cable connection.
dash cam
"hey brian i am really really sorry to hear about this mishap i mean that had to have been just a at among many things a startling situation you didn't mention if you happen to have a thumb drive or ssd plugged in to the car with your dash cam setup"
A dash cam is a small camera that records what’s happening in front of your car. The host is suggesting you use the saved video from it as fast evidence.
A dash cam is a camera mounted in the vehicle that records forward-facing video, often used to review incidents. The host suggests using a thumb drive or SSD connected to the dash cam setup to quickly capture evidence from the time of the crash.
thumb drive
"if you happen to have a thumb drive or ssd plugged in to the car with your dash cam setup because that would be the quickest"
A thumb drive is a small USB stick used to store files. The host is asking if the dash cam footage is saved there.
A thumb drive is a portable USB storage device that can save dash-cam footage for later review. In this segment, the host asks whether the caller has one plugged in to quickly retrieve incident video.
ssd
"if you happen to have a thumb drive or ssd plugged in to the car with your dash cam setup because that would be the quickest"
An SSD is a type of fast storage device, like built-in flash memory. The host is asking if your dash cam is recording to one so you can pull the footage quickly.
An SSD (solid-state drive) is flash-based storage that can hold dash-cam video. The host mentions it because dash cams often record to an SSD that can be removed or reviewed after an incident.
overlay
"by adding an overlay to the footage that shows the car's speed and whether or not fsd is engaged [4528.5s] or not so if the car hasn't been driven"
An overlay is extra info displayed on top of the video. In this case, it shows things like the car’s speed and whether the driving-assist mode was active.
In Tesla’s recording UI, an overlay is extra on-screen information drawn on top of the video. The host specifically mentions an overlay that shows the car’s speed and whether FSD is engaged.
Sentry mode
"then if you can access it just tap the sentry mode icon to go in and review the most recent [4542.7s] footage remember that the car is always recording on at least i can't remember if it's a 10 minute"
Sentry mode is Tesla’s built-in security monitoring. It uses the car’s cameras to record if something seems off, and you can review clips afterward.
Sentry mode is Tesla’s security feature that keeps the car’s cameras actively monitoring for suspicious activity. The host advises tapping the Sentry mode icon to review the most recent recorded footage.
collision center
"or not so if the car hasn't been driven i presume that maybe it got towed to a collision center [4536.3s] then if you can access it just tap the sentry mode icon"
A collision center is a body shop that repairs cars after accidents. The host is saying the car might have been taken there, so you’d need to pull the recorded footage from the car’s system.
A collision center is a repair facility that handles vehicle damage after crashes. The host suggests the car may have been towed there, which would explain why it wasn’t driven before the incident footage was needed.
10 minute loop
"remember that the car is always recording on at least i can't remember if it's a 10 minute [4548.1s] loop or if it may have even been extended at some software update to more than that"
A 10 minute loop means the car keeps recording, but it only stores a limited amount of recent video. When that time fills up, it starts overwriting the oldest clips unless you save one.
A 10 minute loop refers to how Tesla’s dash-cam-style recording can overwrite itself in a rolling buffer. The host isn’t fully sure of the exact duration, but the idea is that the car continuously records and older footage gets replaced unless saved.
service menu
"so my thought was for tesla is hey why don't you make this a software change to your service menu so that when the car is in a service menu for alignment"
A “service menu” is a special settings screen inside the car that’s meant for technicians. It can temporarily change safety behavior so work can be done more easily.
A Tesla “service menu” is a technician-facing software mode used for maintenance and setup tasks. It can change how the car behaves (for example, allowing certain functions) while a procedure is being performed.
software change
"so my thought was for tesla is hey why don't you make this a software change to your service menu"
A “software change” means updating the car’s computer so it behaves differently. In this case, the speaker wants the car to allow a technician procedure without needing a physical workaround.
A “software change” here means updating the car’s behavior via firmware so it can handle a technician procedure more safely and conveniently. The speaker’s proposal is to tie that behavior to the service menu state.
safety protection
"so that when the car is in a service menu for alignment that it automatically will override the safety protection of having the car in park you can leave it in neutral"
“Safety protection” means the car’s built-in rules that stop it from being in an unsafe condition. The idea here is that Tesla could relax those rules only when a technician is doing a specific job.
In this context, “safety protection” refers to the car’s built-in safeguards that prevent unsafe states—like allowing the vehicle to remain in neutral with doors open. The speaker argues Tesla could override that protection when the car is in a controlled service mode.
alignment
"so that when the car is in a service menu for alignment that it automatically will override the safety protection"
“Alignment” is when a shop adjusts the angles of the wheels so they roll straight. It helps tires wear evenly and the car track correctly.
“Alignment” is the process of adjusting a car’s suspension angles (like toe, camber, and caster) so the wheels point in the correct direction. The speaker mentions it because technicians may need the car to be in a specific state while they work.
rpm tesla
"later this week later this month later this year who knows i start with rpm tesla they're trusted by over 200 000 tesla owners since 2013"
RPM Tesla is a company that sells add-on accessories for Tesla cars. The host is mentioning it as a source for things like exterior styling parts.
RPM Tesla is presented as an aftermarket supplier offering accessories designed to fit Tesla models. The speaker claims the company has in-house designed and manufactured parts and compatibility across Tesla model years.
free return shipping
"tesla accessories from them online is easy and risk-free they have a low return rate and free return shipping no but by low return rate i mean they don't charge you anything meaning nobody returns things so that which allows them to enable free return shipping and no restocking fees"
It means if you buy something and don’t want it, you can send it back without paying the shipping cost. The host is saying the store makes returns easy.
This is a retailer policy where the seller pays the shipping cost to send an item back after a purchase. In this segment, it’s tied to Tesla accessory returns being “risk-free” for buyers.
no restocking fees
"returns things so that which allows them to enable free return shipping and no restocking fees for self installation which is probably going to be the case for most of you"
Some stores charge an extra fee when you return an item. Here, the host says this store doesn’t add that kind of fee.
A restocking fee is an extra charge some retailers apply when you return an item to cover handling and inventory costs. The host says this store doesn’t charge that fee, making returns cheaper for customers.
single beam sensor
"it works with any garage door system it sets up what it does is you know you've got the the single beam sensor down at the basically ground level that if detects like that's the only way for the door to know if there's something obstructing its path well that's obviously not very foolproof"
It’s a garage-door safety sensor that uses one line of detection to tell if something is in the way. The host says one line can miss things, so it’s not as reliable as a fuller coverage setup.
A single beam sensor uses one light beam (or detection path) to determine whether something is obstructing a garage door’s travel. The host argues that one beam isn’t very foolproof, which motivates the multi-beam solution they describe next.
25 beam array
"so get the infinity shield which creates a 25 beam array your the world's first full coverage garage door sensor utilizing 25 beams it detects protruding bumpers open hatches or anything else in the way of the garage door"
Instead of one safety sensor line, this uses many detection lines. That helps it notice more kinds of obstacles when the garage door is closing.
An “array” of sensors means multiple detection points working together. Here, the Infinity Shield uses a 25-beam array to cover more of the garage door’s path so it can detect obstacles like protruding bumpers or open hatches.
garage door openers
"it's easy to install with no special tools required it doesn't need to be aligned ever and it's compatible with all garage door openers get yours at infinity dash shield"
These are the motor units that automatically open and close your garage door. The point here is that the accessory should work with many different garage door opener setups.
Garage door openers are the powered mechanisms (motor units) that raise and lower a garage door. The host emphasizes compatibility, meaning the sensor system should work with different opener brands/models.
rear footwell lighting kit
"a lot of lighting kits including the nice rear footwell lighting kit which i like for the model y which statistically is most of you with the model y uh just really class up that second row just what it does is it's a it's adds lights easy to install lights underneath the front seats"
This is an add-on lighting kit that lights up the back-seat floor area. It’s meant to make the second row look and feel nicer, especially at night.
A rear footwell lighting kit is an aftermarket set of LEDs designed to illuminate the floor area where rear passengers place their feet. The host describes it as mounting lights under the front seats so the glow reaches the second-row passenger footwells.
second row passenger footwells
"so you get you get some light back there so you get a nice extra splash of light in the second row passenger footwells great product"
These are the back-seat floor spaces where your feet go. The lights are aimed so they brighten that area for rear passengers.
Second-row passenger footwells are the recessed floor areas in the rear seating zone where passengers’ feet rest. The host uses this term to explain where the added lighting ends up shining in the Model Y.
risers
"which of course in the y are on risers so you get you get some light back there so you get a nice extra splash of light in the second row passenger footwells"
Here, “risers” means the raised part the seat sits on. Because the seats sit up higher, the lights underneath can shine farther back into the cabin.
In this context, “risers” refers to the raised seat base or mounting platform that lifts the front seats higher than the floor. The host says that geometry helps the under-seat lights cast light back toward the second row.
Abstract Ocean
"y should have that but since they don't abstract ocean dot com's got you covered they have a ton of other great stuff too like puddle lights"
Abstract Ocean is a company that sells aftermarket accessories for cars. The host is recommending their products for Tesla and other EVs.
Abstract Ocean is an aftermarket accessory retailer the host uses to source EV-specific add-ons. In this segment, they’re mentioned as providing items like screen protectors and license plate bracket products for Tesla and other EVs.
tempered glass screen protectors
"like the fourth generation gorilla glass tempered glass screen protectors for all the teslas screens to keep uh scratches and any damage off of that"
These are tough glass covers for your car’s screen. They help prevent scratches and can protect the display if something bumps it.
Tempered glass screen protectors are protective layers made from strengthened glass that resist cracking better than standard glass. On EVs with large touchscreen displays, they’re used to reduce scratches and protect against accidental damage.
Gorilla Glass
"of other great stuff too like puddle lights like the fourth generation gorilla glass tempered glass screen protectors"
Gorilla Glass is a type of stronger glass used to protect screens. The host is saying the screen protector uses a newer, tougher version.
Gorilla Glass is a brand name for chemically strengthened glass used in consumer electronics. The host references “fourth generation” Gorilla Glass to imply improved scratch and impact resistance for touchscreen protection.
snap plate plus
"the snap plate and the stronger snap plate plus available for lots and lots of EVs pretty much all of the all the major EVs on the market at this point"
Snap Plate Plus is an aftermarket front license plate holder. The host says it sticks on securely but can be removed without leaving ugly parts behind or damaging the paint.
“Snap plate plus” is an aftermarket front license plate bracket system described as having a stronger adhesive mounting method than the standard “snap plate.” The host emphasizes that it installs securely and can be removed without leaving hardware or damaging the paint.
front license plate bracket
"the snap plate is the nice minimalist design front license plate bracket that goes on to your vehicle rather than the tesla one that you get with your car that sticks to your paint"
This is the bracket that holds your front license plate on the car. The host is talking about different ways it can be attached—especially whether it uses tape on the paint.
A front license plate bracket is the mounting hardware that holds the license plate to the front of the vehicle. In this segment, the host contrasts a bracket that adheres to the paint with tape versus one that uses the vehicle’s intended mounting approach.
Every Amp
"get yours at every amp dot com slash RTL"
Every Amp is a website the host points to for buying the license plate bracket. They mention a special link and discount code for listeners.
Every Amp (everyamp.com) is referenced as the place to buy the “snap plate” product. The host also ties it to a discount for listeners using a specific URL.
Immaculate Reflections
"using the coupon code RTL immaculate reflections is my local preferred professional detailer they do such awesome work whether that's paint correction paint protection film on the front"
Immaculate Reflections is a local car detailing shop the host recommends. They do services like paint correction and protective coatings to help keep your car looking good.
Immaculate Reflections is the host’s preferred local professional detailer. The segment highlights their services—paint correction, paint protection film, and ceramic coating—aimed at protecting EV paint finishes.
ceramic coating
"whether that's paint correction paint protection film on the front of the car or all just the key areas or ceramic coating is definitely highly recommended"
Ceramic coating is a protective layer you put on your car’s paint. It makes the paint easier to clean and can last for years, so you don’t have to wax as often.
Ceramic coating is a liquid polymer (or ceramic-based coating) applied to a car’s paint to create a durable hydrophobic layer. It helps repel water and contaminants and can reduce the need for frequent waxing because it protects the paint surface.
paint protection film
"they do such awesome work whether that's paint correction paint protection film on the front of the car or all just the key areas or ceramic coating is definitely highly recommended"
Paint protection film is a clear protective sheet that goes on the parts of the car most likely to get scratched or chipped. It helps keep the paint looking newer for longer.
Paint protection film (PPF) is a clear, protective layer applied to high-wear areas of a car—like the front bumper, hood, and mirrors. It’s designed to guard against rock chips, scratches, and minor abrasions while remaining visually subtle.
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