FSD Hardware Upgrades and Q4 Earnings Highlights | Tesla Motors Club Podcast #72
About this episode
Tesla Q4 earnings spark a wide-ranging debate: the Model Y barely held the global best-seller crown despite heavy incentives and a broader EV sales slump in Europe and parts of the US. The hosts dig into Tesla’s push toward autonomy—Austin geofenced robo-taxi is targeted for June, with FSD hardware upgrades likely requiring painful computer replacements (hardware 3 to hardware 4, timing unclear). They also discuss why the Model X needs a refresh, semi ramp plans for 2026, and competing humanoids. The episode ends with a lighter segment on Elon Musk’s gaming “top ladder” claims.
In this episode of the Tesla Motors Club podcast, hosts Louis, Doug, and Mike review highlights from the Tesla Q4 earnings call and chat about things already happening related to their 2025 predictions (04:38). Topics include the Astro Awards (00:35), Tesla Global Sales (08:12), RoboTaxi (16:53), FSD hardware upgrades (22:43), Optimus (36:10), Artemis (38:10), Elon’s gaming controversy (47:51), and more!
Show notes and comments
Live version on YouTube
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Chapters:
00:35 Doug and Lewis at the Astro Awards
04:48 Tesla Q4 Earnings and 2025 Predictions Updates
05:30 Model Y is the Worlds Best Selling Car?
08:12 Tesla's Global Sales Challenges
11:56 Should Tesla discontinue the X and S?
16:53 RoboTaxi Plans for Austin
22:43 FSD Hardware Upgrade for Legacy Vehicles
33:54 Tesla Semi $1B a Month Market?
36:10 Will a Competing Robot beat Optimus?
38:10 Will SLS and Artemis survive?
44:31 Tesla's Cleaning Robot Sucks
47:51 Elon's Gaming Claims and Public Perception
Co-hosts-
Louis: @nebusoft
Mike: @SteelClouds
Doug: @doug
Producers-
Daniel: @danny
Doug: @doug
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Tesla Model Y
"... another vehicle, Teslaor otherwise, dethrone the Model Y asthe world's best selling car, right? And our pr..."
Toyota Corollathe Toyota
"And Louis, you said, yes, someother car, and you thoughtit might be some BYD thing. Now, the information we had as ofthe 19th of January was that theThe Corolla,The Toyota Corollahad outsold the Model Y. . Now, I listened to the earnings"
Tesla Model 3
"So the Y is the best selling EV by far. Model 3, second bestselling EV that Tesla owns. The X is ..."
Tesla Cybertruck
"...r the Model SX is actually more expensive thanthe Cybertruck right now. Yeah."
Tesla Model Sx
"...ast year in 2024. Even less than they did for the Model SX is actually more expensive thanthe Cybertruck rig..."
Tesla Model X
"...y of it. you know, that second row, I wasat , the model X unveiling eventat the Tesla factory in Fremont. A..."
Ford Ranger
"...my three serviced in mydriveway, you know, mobile Ranger. And they actually called andsaid, Hey, we're goi..."
Tesla Cybercab
"... Juniper. that would be Juniper, that wouldbe the CyberCab if they're ready for it. That would be the cyber ..."
Tesla Semi
"...ngs call that wasworth, chatting about. the Tesla semi questions. When asked about , semi and howthat's ..."
Ford Orion
"...n any reuseor anything like that, except maybethe Orion and the Orion has, you know,issues with this heat..."
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