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Top Tesla Q3 2021 earnings call questions from retail & institutional investors

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Another quarter has come and gone for Tesla (NASDAQ:TSLA) this year. Now, Tesla is preparing for another earnings call. Below are some questions investors want answered at the Q3 2021 earnings call.

Top Retail Questions

  1. What is the Tesla’s goal for vehicle production capacity for the 4 current factories (Fremont, Shanghai, Austin, and Berlin) by 2024?
  2. Service remains an issue with appointments available weeks, or even months, out. Likewise, Supercharger wait times have become untenable at some locations. What concrete steps is Tesla taking to improve the customer experience in these two key areas? 
  3. Is Tesla considering any other ideas (other than FSD) with real world AI that can bring additional software revenue to Tesla? If not, can Tesla consider building interesting games around FSD data?
  4. How has FSD take rate changed since introduction of Monthly Subscription? Are there any plans to increase FSD pricing as wider release becomes imminent?
  5. Can Tesla allow for FSD to be transferred to another vehicle at a fee? (Something less than the 10k)? Early adopters are paying the price if they want to upgrade their vehicle. You lose the value on the trade in and now have to buy in at the now higher cost.

Top Institutional Investor Questions

  1. When should we expect the first vehicles to be delivered with 4680 cells?
  2. Do you still expect to start production of the $25,000 model in 2023? What are the biggest hurdles from now until then?
  3. With FSD Beta training data set to explode exponentially as the software is released to wider and wider audience, are there any early takeaways with regards to how quickly versions can iterate and be pushed out? From bi-weekly to weekly? or even daily?

Shortly after the third quarter wrapped up, Tesla reported stellar production and delivery numbers for Q3 2021, surpassing its 2020 results with one quarter left in the year. Last year, Tesla aimed to deliver 500,000 vehicles and missed its goal by a sliver. In 2021, the company aimed to beat its deliveries from last year. 

Tesla achieved its goal, delivering a total of 627,350 vehicles this year so far. With such an accomplishment, Tesla has increased the chances of a strong fourth quarter and outstanding end-of-year results.

Disclosure: I am long TSLA.

The Teslarati team would appreciate hearing from you. If you have any tips, reach out to me at maria@teslarati.com or via Twitter @Writer_01001101.

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Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Tesla responds to strange Supercharging pricing error with classy move

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(Credit: Tesla)

Tesla has once again demonstrated strong customer focus by swiftly addressing and fully refunding a bizarre Supercharger pricing glitch that affected drivers in Atlantic Canada.

The issue surfaced earlier this month when the Tesla app began displaying dramatically inflated per-minute charging rates at stations in Prince Edward Island and parts of New Brunswick.

One widely shared screenshot from a Charlottetown, PEI Supercharger showed rates reaching ridiculous levels: $6.00 per minute for the 180-250 kW tier, along with $3.57/min for 100-180 kW and $2.29/min for 60-100 kW.

These figures were several times higher than normal Supercharger pricing in the region.

To put the error in perspective, charging at the highest incorrect rate would have been shockingly expensive.

At 250 kW, a common charging speed at Superchargers, a vehicle pulls roughly 4.17 kWh per minute. Under the glitch, a driver spending just 10 minutes at peak power would face a $60 bill. A typical 20- to 30-minute session to add meaningful range could have cost $120 to $180 or more, before any congestion fees.

Tesla gets another layer of gamification with Free Supercharging on the line

By comparison, standard Canadian Supercharger rates usually fall between $0.25 and $0.60 per kWh, making a similar session cost roughly $15–$40. The erroneous per-minute structure, combined with the inflated numbers, turned what should be a convenient stop into a potential financial shock.

The glitch appears to have started sometime around early July, and quickly drew attention on social media as owners questioned whether Tesla had implemented steep hidden increases. Some drivers even reported seeing $0 charges in their history, indicating broader billing confusion.

Tesla’s official Charging account on X stated that correct pricing would roll out at midnight on July 13, so the fix is already in effect. More importantly, the company announced it would waive all fees for every Supercharger session since July 2. This blanket waiver covers the entire affected period without requiring users to file individual claims, with automated refunds expected soon. The decision affects stations in PEI and nearby areas in New Brunswick and Nova Scotia.

It’s a classy move, and rather than issuing partial credits or forcing owners to submit support tickets, Tesla simply absorbed the cost of the system error and made drivers whole. In an industry where hidden fees and bill disputes are common, Tesla’s proactive, no-questions-asked approach reinforces owner trust and highlights the company’s commitment to service excellence.

The incident, while disruptive for a short time, ultimately showcases Tesla’s ability to own mistakes and prioritize customer satisfaction. Atlantic Canada Tesla owners can now charge with confidence again, knowing the company has their back when technology glitches occur.

In an era of complex EV billing, such transparency and generosity are refreshing and set a positive example for the industry.

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SpaceX unveils Starlink next-gen V5 kit: here’s what’s new

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Credit: Starlink

SpaceX’s Starlink has launched its latest residential hardware kit: the V5. Designed for reliable high-speed internet, the new terminal represents a significant leap forward in user equipment.

The new V5 Starlink kit features a dramatically smaller and lighter form factor, measuring approximately 384 mm x 306 mm x 34 mm and weighing just 1.1 kg, which is less than half the weight of the previous V4 model, which was 2.9 kg.

This compact design makes installation easier and more versatile, whether mounted on a roof, pole, or even integrated with a pipe adapter. An integrated LED light aids setup in low-light conditions.

Power efficiency sees major gains too. The V5 draws only 35-50W, reducing energy consumption and making it ideal for off-grid or solar-powered setups. Despite its smaller size, performance remains robust. Starlink claims peak speeds of 375+ Mbps, supported by a new Wi-Fi 6 Router Mini that covers up to 2,200 square feet and connects up to 235 devices simultaneously.

The kit maintains strong signal reliability in diverse environments, from urban rooftops to remote rural areas, as demonstrated in the promo footage released by SpaceX, showing seamless operation under cloudy skies.

These improvements expand suitable applications considerably. Households can enjoy lag-free 4K streaming, smooth video conferencing, online gaming, and smart home device management without interruption. The V5’s efficiency and portability also benefit RVs, small businesses, and temporary installations in disaster-recovery zones where quick deployment is critical. Its lightweight build lowers shipping costs and simplifies user handling compared to bulkier predecessors.

Starlink’s Broader Impact on Global Internet Connectivity

Since SpaceX began launching Starlink satellites in 2019, the constellation has grown rapidly. By mid-2026, over 10,400 satellites orbit Earth, with thousands more deployed annually. This massive low-Earth-orbit network delivers broadband to approximately 160 countries and territories, reaching millions of users who previously lacked reliable internet access.

Starlink plays a vital role in bridging the digital divide. It provides essential connectivity to remote communities, maritime vessels, airlines, and regions affected by natural disasters or infrastructure gaps. By combining advanced satellite technology with iterative hardware upgrades like the V5 kit, SpaceX continues to push the boundaries of global internet access, fostering education, economic opportunity, and emergency response capabilities worldwide.

As production ramps up, the V5 promises to make high-performance internet even more accessible to users everywhere.

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Investor's Corner

Lucid denies rumors of bankruptcy after over 40% stock drop

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Credit: Lucid

Electric vehicle maker Lucid Group has denied rumors of an imminent bankruptcy after a report from this morning sent the stock on a dramatic drop on Wall Street, seeing losses of more than 40 percent during trading hours.

Lucid’s Director of Communications, Nick Twork, responded to the report from Eletric-Vehicles.com, which stated the company’s restructuring advisor, AlixPartners, was asked to review two decisions: taking Lucid shares private or filing for Chapter 11 bankruptcy protection.

The report also claims AlixPartners told the Lucid board to “concentrate on Gravity production while improving its quality, and to temporarily hold back the Lucid Air, the sedan that has defined the company since its launch.”

Twork said:

Shares rebounded after the response to the report, halving its losses as the trading day neared 3 p.m. Eastern.

Lucid has struggled to get its sales off the ground and into more respectable numbers, but the company is in its early years, when things are hard to begin with. It is also backed by several notable investors, including the Saudi Public Investment Fund (PIF), which has nearly limitless money and likely would not ditch an investment of this size so soon.

Lucid shares were down just 14 percent at the time of publication, a far cry from the 55 percent its losses topped out at during the day.

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