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Episode 570: Model Y L Announced for US Market

Episode 570: Model Y L Announced for US Market

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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.

Technical Too Afraid to Ask
Car

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.

Term

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.

Term

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.

Term

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.

Term

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.

Place

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.

Concept

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.

Car

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Car

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Car

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.

Term

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.

Brand

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.

Term

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.

Term

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.

Concept

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.

Term

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.

Term

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.”

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.”

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Car

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..."
Car

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.

Term

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).

Term

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.

Term

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.

Car

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Car

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.

Place

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.

Concept

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.

Term

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.

Place

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.

Term

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.

Concept

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.

Term

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.

Term

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.

Car

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.

Car

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.

Term

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.

Car

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.

Term

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.

Term

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.

Concept

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.

Term

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.

Term

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.

Concept

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.

Term

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.

Term

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.

Concept

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Car

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.

Term

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.

Place

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.

Rivian R2
Official manufacturer press image
Car

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.

Term

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.

Term

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.

Concept

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.

Car

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.

Term

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.

Term

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.

Topic

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.

Term

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.

Term

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.

Term

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.

Car

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.

Car

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.

Term

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.

Term

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.

Place

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.

Place

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.

Car

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.

Term

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.

Part

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Concept

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.

Term

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.

Term

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.

Concept

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.

Term

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.

Term

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.

Brand

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Term

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.

Company

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.

Term

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.

Term

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.

Term

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.

Term

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.

Company

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.

Company

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.

Term

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.

Term

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.

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