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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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Tesla arsonist who burned Cybertruck sees end of FAFO journey
The man has now reached the “Find Out” stage.
A Mesa, Arizona man has been sentenced to five years in federal prison for setting fire to a Tesla location and vehicle in a politically motivated arson attack, federal prosecutors have stated.
The April 2025 incident destroyed a Tesla Cybertruck, endangered first responders, and triggered mandatory sentencing under federal arson laws.
A five-year sentence
U.S. District Judge Diane J. Humetewa sentenced Ian William Moses, 35, of Mesa, Arizona, to 5 years in prison followed by 3 years of supervised release for maliciously damaging property and vehicles by means of fire. Moses pleaded guilty in October to all five counts brought by a federal grand jury. Restitution will be determined at a hearing scheduled for April 13, 2026.
As per court records, surveillance footage showed Moses arriving at a Tesla store in Mesa shortly before 2 a.m. on April 28, 2025, carrying a gasoline can and backpack. Investigators stated that he placed fire starter logs near the building, poured gasoline on the structure and three vehicles, and ignited the fire. The blaze destroyed a Tesla Cybertruck. Moses fled the scene on a bicycle and was arrested by Mesa police about a quarter mile away, roughly an hour later.
Authorities said Moses was still wearing the same clothing seen on camera at the time of his arrest and was carrying a hand-drawn map marking the dealership’s location. Moses also painted the word “Theif” on the walls of the Tesla location, prompting jokes from social media users and Tesla community members.
The “Finding Out” stage
U.S. Attorney Timothy Courchaine noted that Moses’ sentence reflects the gravity of his crime. He also highlighted that arson is never acceptable.
“Arson can never be an acceptable part of American politics. Mr. Moses’ actions endangered the public and first responders and could have easily turned deadly. This five-year sentence reflects the gravity of these crimes and makes clear that politically fueled attacks on Arizona’s communities and businesses will be met with full accountability.”
Maricopa County Attorney Rachel Mitchell echoed the same sentiments, stating that regardless of Moses’ sentiments towards Elon Musk, his actions are not defensible.
“This sentence sends a clear message: violence and intimidation have no place in our community. Setting fire to a business in retaliation for political or personal grievances is not protest, it is a crime. Our community deserves to feel safe, and this sentence underscores that Maricopa County will not tolerate political violence in any form.”
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Tesla says its Texas lithium refinery is now operational and unlike anything in North America
Elon Musk separately described the site as both the most advanced and the largest lithium refinery in the United States.
Tesla has confirmed that its Texas lithium refinery is now operational, marking a major milestone for the company’s U.S. battery supply chain. In a newly released video, Tesla staff detailed how the facility converts raw spodumene ore directly into battery-grade lithium hydroxide, making it the first refinery of its kind in North America.
Elon Musk separately described the site as both the most advanced and the largest lithium refinery in the United States.
A first-of-its-kind lithium refining process
In the video, Tesla staff at the Texas lithium refinery near Corpus Christi explained that the facility processes spodumene, a lithium-rich hard-rock ore, directly into battery-grade lithium hydroxide on site. The approach bypasses intermediate refining steps commonly used elsewhere in the industry.
According to the staff, spodumene is processed through kilns and cooling systems before undergoing alkaline leaching, purification, and crystallization. The resulting lithium hydroxide is suitable for use in batteries for energy storage and electric vehicles. Tesla employees noted that the process is simpler and less expensive than traditional refining methods.
Staff at the facility added that the process eliminates hazardous byproducts typically associated with lithium refining. “Our process is more sustainable than traditional methods and eliminates hazardous byproducts, and instead produces a co-product named anhydrite, used in concrete mixes,” an employee noted.
Musk calls the facility the largest lithium refinery in America
The refinery’s development timeline has been very impressive. The project moved from breaking ground in 2023 to integrated plant startup in 2025 by running feasibility studies, design, and construction in parallel. This compressed schedule enabled the fastest time-to-market for a refinery using this type of technology. This 2026, the facility has become operational.
Elon Musk echoed the significance of the project in posts on X, stating that “the largest Lithium refinery in America is now operational.” In a separate comment, Musk described the site as “the most advanced lithium refinery in the world” and emphasized that the facility is “very clean.”
By bringing large-scale lithium hydroxide production online in Texas, Tesla is positioning itself to reduce reliance on foreign refining capacity while supporting its growth in battery and vehicle production. The refinery also complements Tesla’s nascent domestic battery manufacturing efforts, which could very well be a difference maker in the market.
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Tesla Optimus V3 gets early third-party feedback, and it’s eye-opening
Jason Calacanis’ remarks, which were shared during a discussion at CES 2026, offered one of the first third-party impressions of the yet-to-be-unveiled robot
Angel investor and entrepreneur Jason Calacanis shared some insights after he got an early look at Tesla’s upcoming Optimus V3. His remarks, which were shared during a discussion at CES 2026, offered one of the first third-party impressions of the yet-to-be-unveiled robot.
Calacanis’ comments were shared publicly on X, and they were quite noteworthy.
The angel investor stated that he visited Tesla’s Optimus lab on a Sunday morning and observed that the place was buzzing with energy. The investor then shared a rare, shocking insight. As per Calacanis, Optimus V3 will be so revolutionary that people will probably not even remember that Tesla used to make cars in the future.
“I don’t want to name drop, but two Sundays ago, I went to Tesla with Elon and I went and visited the Optimus lab. There were a large number of people working on a Sunday at 10 a.m. and I saw Optimus 3. I can tell you now, nobody will remember that Tesla ever made a car,” he noted.
The angel investor also reiterated the primary advantage of Optimus, and how it could effectively change the world.
“They will only remember the Optimus and that he is going to make a billion of those, and it is going to be the most transformative technology product ever made in the history of humanity, because what LLMs are gonna enable those products to do is understand the world and then do things in the world that we don’t want to do. I believe there will be a 1:1 ratio of humans to Optimus, and I think he’s already won,” he said.
While Calacanis’ comments were clearly opinion-driven, they stood out as among the first from a non-Tesla employee about Optimus V3. Considering his reaction to the humanoid robot, perhaps Elon Musk’s predictions for Optimus V3 might not be too far-fetched at all.
Tesla has been careful with its public messaging around Optimus V3’s development stage. Musk has previously stated on X that Optimus V3 has not yet been revealed publicly, clarifying that images and videos of the robot online still show Optimus V2 and V2.5, not the next-generation unit. As for Calacanis’ recent comments, however, Musk responded with a simple “Probably true” in a post on X.