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Tesla’s top investor questions ahead of the Q1 2025 earnings call
Unsupervised FSD, Cybercab, and future models are just a few of the leading topics for the upcoming earnings call.
The next Tesla earnings call is a week away, and many investors have already started voting on which questions they want answered during the meeting.
Shareholders can submit and vote on questions for the upcoming call using the Say Technologies platform and at the time of writing, the page already has a total of 2.59 million Tesla shares represented in the polls across a total of 6,390 participants. The Q1 2025 Tesla earnings call is set for next Tuesday, April 22 at 2:30 p.m. Pacific, and will be hosted live on X.
Currently, the top questions for the call include those about Tesla’s highly anticipated launch of Full Self-Driving (FSD) Unsupervised and the Cybercab, plans for more affordable models, the uncertain global economic climate, the Optimus robot, and more. Shareholders can continue submitting questions on the platform until Monday, April 21 at 1:00 p.m. Pacific.
Tesla reported delivering 336,681 vehicles and producing 362,215 in the first quarter of the year, and the company noted that it lost several weeks of production as it transitioned to building the new Model Y. The company also reported deploying 10.4 GWh of energy storage products, compared to just 4,053 MWh in the first quarter of last year.
Interestingly, Tesla shifted its wording of the earnings call in this year’s Q1 production and delivery report, instead referring to the upcoming meeting as a “Q1 Company Update.”
READ MORE ON Q1 2025: Global EV sales climbed 29% in March, powered by China and Europe
Top 15 questions for Tesla’s Q1 2025 earnings call, by shares represented
- When will FSD unsupervised be available for personal use on personally-owned cars? (2,000 votes, 1.2 million shares)
- Is Tesla still on track for releasing “more affordable models” this year? Or will you be focusing on simplified versions to enhance affordability, similar to the RWD Cybertruck? (2,000 votes, 890,700 shares)
- How is Tesla positioning itself to flexibly adapt to global economic risks in the form of tariffs, political biases, etc.? (1,400 votes, 640,600 shares)
- Did Tesla experience any meaningful changes in order inflow rate in Q1 relating to all of the rumors of “brand damage”? (728 votes, 562,000 shares)
- Does Tesla still have a battery supply constraint (noted on Q4 ER call) and how does this change w/tariffs? (606 votes, 491,400 shares)
- Robotaxi still on track for this year? (1,300 votes, 426,700 shares)
- Regarding the Tesla Optimus pilot line, could you confirm if it is currently operational? If so, what is the current production rate of Optimus bots per week? Additionally, how might the recent tariffs impact the scalability of this production line moving forward? (744 votes, 405,400 shares)
- Can you provide more details on the plans for HW3 upgrade path for FSD? (411 votes, 376,500 shares)
- What is the plan to achieve the Whitehouse stated goal of doubling deliveries in 2 years based on specific market segments and regional factory contributions? (398 votes, 364,900 shares)
- When do you expect Robotaxi to expand to all major US cities? (809 votes, 318,900 shares)
- What is the Tesla solution for megapack battery cell supply in the US relating to tariffs and when does it come on line in production volume? Did Tesla import sufficient supply of LFP until US LFP Is ready? (307 votes, 315,200 shares)
- Has Tesla received any formal interest or entered into discussions with other automakers about licensing FSD technology, and if so, can you share any progress or obstacles you’ve encountered in those conversations? (334 votes, 288,900 shares)
- How is the AI for Optimus progressing? (319 votes, 286,700 shares)
- When is Grok coming to Tesla vehicles? And will it be able to control anything in the car? (372 votes, 241,000 shares)
- When will Tesla Insurance be available in all 50 states. I’m from Idaho, and I’m surrounded by states where it is available, but it isn’t available in my state. (195 votes, 224,200 shares)
Tesla reveals its Q1 Supercharger voting winners, opens next round
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Swedish unions consider police report over Tesla Megapack Supercharger
The Tesla Megapack Supercharger opened shortly before Christmas in Arlandastad, outside Stockholm.
Swedish labor unions are considering whether to file a police report related to a newly opened Tesla Megapack Supercharger near Stockholm, citing questions about how electricity is supplied to the site. The matter has also been referred to Sweden’s energy regulator.
Tesla Megapack Supercharger
The Tesla Megapack Supercharger opened shortly before Christmas in Arlandastad, outside Stockholm. Unlike traditional charging stations, the site is powered by an on-site Megapack battery rather than a direct grid connection. Typical grid connections for Tesla charging sites in Sweden have seen challenges for nearly two years due to union blockades.
Swedish labor union IF Metall has submitted a report to the Energy Market Inspectorate, asking the authority to assess whether electricity supplied to the battery system meets regulatory requirements, as noted in a report from Dagens Arbete (DA). The Tesla Megapack on the site is charged using electricity supplied by a local company, though the specific provider has not been publicly identified.
Peter Lydell, an ombudsman at IF Metall, issued a comment about the Tesla Megapack Supercharger. “The legislation states that only companies that engage in electricity trading may supply electricity to other parties. You may not supply electricity without a permit, then you are engaging in illegal electricity trading. That is why we have reported this… This is about a company that helps Tesla circumvent the conflict measures that exist. It is clear that it is troublesome and it can also have consequences,” Lydell said.
Police report under consideration
The Swedish Electricians’ Association has also examined the Tesla Megapack Supercharger and documented its power setup. As per materials submitted to the Energy Market Inspectorate, electrical cables were reportedly routed from a property located approximately 500 meters from the charging site.
Tomas Jansson, ombudsman and deputy head of negotiations at the Swedish Electricians’ Association, stated that the union was assessing whether to file a police report related to the Tesla Megapack Supercharger. He also confirmed that the electricians’ union was coordinating with IF Metall about the matter. “We have a close collaboration with IF Metall, and we are currently investigating this. We support IF Metall in their fight for fair conditions at Tesla,” Jansson said.
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Tesla HW4.5 spotted in new Model Y, triggers speculation
Owners taking delivery of recent Model Y builds have identified components labeled “AP45.”
Tesla’s Hardware 4.5 computer appears to have surfaced in newly delivered Model Y vehicles, prompting fresh speculation about an interim upgrade ahead of the company’s upcoming AI5 chip.
Owners taking delivery of recent Model Y builds have identified components labeled “AP45,” suggesting Tesla may have quietly started rolling out revised autonomy hardware.
Hardware 4.5 appears in new Model Y units
The potential Hardware 4.5 sighting was first reported by Model Y owner @Eric5un, who shared details of a Fremont-built 2026 Model Y AWD Premium delivered this January. As per the Model Y owner, the vehicle includes a new front camera housing and a 16-inch center display, along with an Autopilot computer labeled “AP45” and part number 2261336-02-A.
The Tesla owner later explained that he confirmed the part number by briefly pulling down the upper carpet liner below the Model Y’s glovebox. Other owners soon reported similar findings. One Model Y Performance owner noted that their December build also appeared to include Hardware 4.5, while another owner of an Austin-built Model Y Performance reported spotting the same “AP45” hardware.
These sightings suggest that Tesla may already be installing revised FSD computers in its new Model Y batches, despite the company not yet making any formal announcements about Hardware 4.5.
What Hardware 4.5 could represent
Clues about Hardware 4.5 have surfaced previously in Tesla’s Electronic Parts Catalog. As reported by NotATeslaApp, the catalog has listed a component described as “CAR COMPUTER – LEFT HAND DRIVE – PROVISIONED – HARDWARE 4.5.” The component, which features the part number 2261336-S2-A, is priced at $2,300.00.
Longtime Tesla hacker @greentheonly has noted that Tesla software has contained references to a possible three-SoC architecture for some time. Previous generations of Tesla’s FSD computer, including Hardware 3 and Hardware 4, use a dual-SoC design for redundancy. A three-SoC layout could allow for higher inference throughput and improved fault tolerance.
Such an architecture could also serve as a bridge to AI5, Tesla’s next-generation autonomy chip expected to enter production later in 2026. As Tesla’s neural networks grow larger and more computationally demanding, Hardware 4.5 may provide additional headroom for vehicles built before AI5 becomes widely available.
Elon Musk
Elon Musk’s Grokipedia is getting cited by OpenAI’s ChatGPT
Some responses generated by OpenAI’s ChatGPT have recently referenced information from Grokipedia.
Some responses generated by OpenAI’s ChatGPT have recently referenced information from Grokipedia, an AI-generated encyclopedia developed by rival xAI, which was founded by Elon Musk. The citations appeared across a limited set of queries.
Reports about the matter were initially reported by The Guardian.
Grokipedia references in ChatGPT
Grokipedia launched in October as part of xAI’s effort to build an alternative to Wikipedia, which has become less centrist over the years. Unlike Wikipedia, which is moderated and edited by humans, Grokipedia is purely AI-powered, allowing it to approach topics with as little bias as possible, at least in theory. This model has also allowed Grokipedia to grow its article base quickly, with recent reports indicating that it has created over 6 million articles, more than 80% of English Wikipedia.
The Guardian reported that ChatGPT cited Grokipedia nine times across responses to more than a dozen user questions during its tests. As per the publication, the Grokipedia citations did not appear when ChatGPT was asked about high-profile or widely documented topics. Instead, Grokipedia was referenced in responses to more obscure historical or biographical claims. The pattern suggested selective use rather than broad reliance on the source, at least for now.
Broader Grokipedia use
The Guardian also noted that Grokipedia citations were not exclusive to ChatGPT. Anthropic’s AI assistant Claude reportedly showed similar references to Grokipedia in some responses, highlighting a broader issue around how large language models identify and weigh publicly available information.
In a statement to The Guardian, an OpenAI spokesperson stated that ChatGPT “aims to draw from a broad range of publicly available sources and viewpoints.” “We apply safety filters to reduce the risk of surfacing links associated with high-severity harms, and ChatGPT clearly shows which sources informed a response through citations,” the spokesperson stated.
Anthropic, for its part, did not respond to a request for comment on the matter. As for xAI, the artificial intelligence startup simply responded with a short comment that stated, “Legacy media lies.”
