Tesla could relaunch its defunct Referral Program, which promised free Supercharging miles and free Roadsters to owners who encouraged others to buy company products. According to coding found in the mobile app update, Tesla could bring the program back, but for what reason?
Tesla formerly operated a Referral Program that gave product owners a code to share with friends, family and others. The more the code was used, the more rewards that owner would gain. It was especially good for those who had a strong presence on social media, as it basically eliminated the need to ever pay for Supercharging.
However, the Referral Program offered more astronomical prizes, like free 202? next-gen Roadsters, races in the Tesla Semi, and driving the Boring Company machine. This program was ultimately eliminated by Tesla in September 2021, for vehicles at least. Tesla still maintains a Referral Program for Solar Roof or Solar Panel purchases.
“Friends and family who order through your referral link can earn $300 for Solar Roof or Solar Panels upon permission to operate, while also reducing reliance on the grid and producing clean solar energy. You will earn $300 for each Solar Roof or Solar Panels referral,” the company’s website says. The reward was previously $500.
TeslaScope recognized new coding in the Tesla mobile app, which indicated the Referral Program might be on its way back:
Tesla’s referral program might be making a comeback very, very soon!
The latest mobile app update has some new text strings referring to redeeming referrals for Supercharging miles and even official merchandise and vehicle accessories.
— Teslascope (@teslascope) October 19, 2022
The initial program was perhaps stopped due to excessive demand. The Referral Program absolutely helped Tesla accelerate its sales and transition more households to sustainable energy, but it got to the point that the automaker may have been sacrificing additional revenue streams due to the incredible success of the referrals. The tasty incentives that eliminated Supercharging payments, letting people drive for free, along with some owners grasping the more lofty prizes, may have been more than Tesla could handle at the time.
Now, there are questions surrounding Tesla’s demand after a miss on quarterly deliveries in Q3, and a decrease in overall deliveries in Q2 from Q1. The Q3 miss was Tesla’s second consecutive delivery miss. The company had not previously missed a delivery target since coming up short of 2020 Full Year expectations, where it came just shy of its 500,000 vehicle goal.
Additionally, the decrease in deliveries from Q2 to Q1 is slightly misleading. Although Tesla’s deliveries were lower in Q2 than in Q1, ending a two-year-long streak, the company was upgrading production lines in Shanghai to increase manufacturing capacity.
Speculation begins to rise that Tesla is considering the Referral Program once again to help supplement demand, which could, in reality, be slowing down due to more competition. This is almost laughable considering Tesla held over 60 percent of the United States EV market share in Q3. However, CEO Elon Musk solidified during the Q3 2022 Earnings Call on Thursday that Tesla’s is not experiencing any issues with demand.
“Let’s see with respect to demand. We’ve got a lot of questions about demand in recent weeks,” Musk said. “I can’t emphasize enough, we have excellent demand for Q4, and we expect to sell every car that we make for as far in the future as we can see.”
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
Quotes provided by The Motley Fool.
Elon Musk
Starlink passes 9 million active customers just weeks after hitting 8 million
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
SpaceX’s Starlink satellite internet service has continued its rapid global expansion, surpassing 9 million active customers just weeks after crossing the 8 million mark.
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
9 million customers
In a post on X, SpaceX stated that Starlink now serves over 9 million active users across 155 countries, territories, and markets. The company reached 8 million customers in early November, meaning it added roughly 1 million subscribers in under seven weeks, or about 21,275 new users on average per day.
“Starlink is connecting more than 9M active customers with high-speed internet across 155 countries, territories, and many other markets,” Starlink wrote in a post on its official X account. SpaceX President Gwynne Shotwell also celebrated the milestone on X. “A huge thank you to all of our customers and congrats to the Starlink team for such an incredible product,” she wrote.
That growth rate reflects both rising demand for broadband in underserved regions and Starlink’s expanding satellite constellation, which now includes more than 9,000 low-Earth-orbit satellites designed to deliver high-speed, low-latency internet worldwide.
Starlink’s momentum
Starlink’s momentum has been building up. SpaceX reported 4.6 million Starlink customers in December 2024, followed by 7 million by August 2025, and 8 million customers in November. Independent data also suggests Starlink usage is rising sharply, with Cloudflare reporting that global web traffic from Starlink users more than doubled in 2025, as noted in an Insider report.
Starlink’s momentum is increasingly tied to SpaceX’s broader financial outlook. Elon Musk has said the satellite network is “by far” the company’s largest revenue driver, and reports suggest SpaceX may be positioning itself for an initial public offering as soon as next year, with valuations estimated as high as $1.5 trillion. Musk has also suggested in the past that Starlink could have its own IPO in the future.
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NVIDIA Director of Robotics: Tesla FSD v14 is the first AI to pass the “Physical Turing Test”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine.
NVIDIA Director of Robotics Jim Fan has praised Tesla’s Full Self-Driving (Supervised) v14 as the first AI to pass what he described as a “Physical Turing Test.”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine. And just like smartphones today, removing it now would “actively hurt.”
Jim Fan’s hands-on FSD v14 impressions
Fan, a leading researcher in embodied AI who is currently solving Physical AI at NVIDIA and spearheading the company’s Project GR00T initiative, noted that he actually was late to the Tesla game. He was, however, one of the first to try out FSD v14.
“I was very late to own a Tesla but among the earliest to try out FSD v14. It’s perhaps the first time I experience an AI that passes the Physical Turing Test: after a long day at work, you press a button, lay back, and couldn’t tell if a neural net or a human drove you home,” Fan wrote in a post on X.
Fan added: “Despite knowing exactly how robot learning works, I still find it magical watching the steering wheel turn by itself. First it feels surreal, next it becomes routine. Then, like the smartphone, taking it away actively hurts. This is how humanity gets rewired and glued to god-like technologies.”
The Physical Turing Test
The original Turing Test was conceived by Alan Turing in 1950, and it was aimed at determining if a machine could exhibit behavior that is equivalent to or indistinguishable from a human. By focusing on text-based conversations, the original Turing Test set a high bar for natural language processing and machine learning.
This test has been passed by today’s large language models. However, the capability to converse in a humanlike manner is a completely different challenge from performing real-world problem-solving or physical interactions. Thus, Fan introduced the Physical Turing Test, which challenges AI systems to demonstrate intelligence through physical actions.
Based on Fan’s comments, Tesla has demonstrated these intelligent physical actions with FSD v14. Elon Musk agreed with the NVIDIA executive, stating in a post on X that with FSD v14, “you can sense the sentience maturing.” Musk also praised Tesla AI, calling it the best “real-world AI” today.
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Tesla AI team burns the Christmas midnight oil by releasing FSD v14.2.2.1
The update was released just a day after FSD v14.2.2 started rolling out to customers.
Tesla is burning the midnight oil this Christmas, with the Tesla AI team quietly rolling out Full Self-Driving (Supervised) v14.2.2.1 just a day after FSD v14.2.2 started rolling out to customers.
Tesla owner shares insights on FSD v14.2.2.1
Longtime Tesla owner and FSD tester @BLKMDL3 shared some insights following several drives with FSD v14.2.2.1 in rainy Los Angeles conditions with standing water and faded lane lines. He reported zero steering hesitation or stutter, confident lane changes, and maneuvers executed with precision that evoked the performance of Tesla’s driverless Robotaxis in Austin.
Parking performance impressed, with most spots nailed perfectly, including tight, sharp turns, in single attempts without shaky steering. One minor offset happened only due to another vehicle that was parked over the line, which FSD accommodated by a few extra inches. In rain that typically erases road markings, FSD visualized lanes and turn lines better than humans, positioning itself flawlessly when entering new streets as well.
“Took it up a dark, wet, and twisty canyon road up and down the hill tonight and it went very well as to be expected. Stayed centered in the lane, kept speed well and gives a confidence inspiring steering feel where it handles these curvy roads better than the majority of human drivers,” the Tesla owner wrote in a post on X.
Tesla’s FSD v14.2.2 update
Just a day before FSD v14.2.2.1’s release, Tesla rolled out FSD v14.2.2, which was focused on smoother real-world performance, better obstacle awareness, and precise end-of-trip routing. According to the update’s release notes, FSD v14.2.2 upgrades the vision encoder neural network with higher resolution features, enhancing detection of emergency vehicles, road obstacles, and human gestures.
New Arrival Options also allowed users to select preferred drop-off styles, such as Parking Lot, Street, Driveway, Parking Garage, or Curbside, with the navigation pin automatically adjusting to the ideal spot. Other refinements include pulling over for emergency vehicles, real-time vision-based detours for blocked roads, improved gate and debris handling, and Speed Profiles for customized driving styles.
Starlink passes 9 million active customers just weeks after hitting 8 million
NVIDIA Director of Robotics: Tesla FSD v14 is the first AI to pass the “Physical Turing Test”
