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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
Elon Musk
Tesla FSD mocks BMW human driver: Saves pedestrian from near miss
Tesla FSD anticipated a BMW driver’s lane drift before the human behind the wheel could react.
A video posted to r/TeslaFSD this week put a sharp spotlight on Tesla’s Full Self-Driving (FSD) software being able to react to pedestrian intent than an actual human driver behind the wheel. In the Reddit clip, a BMW driver can be seen rolling through a neighborhood street completely unaware of a pedestrian stepping in to cross. At the same time, a Tesla driving on FSD had already begun slowing down before the pedestrian even began their attempt to cross the street The BMW kept moving, prompting the pedestrian to hop back, while the Tesla came to a stop and provide right-of-way for the human to safely cross.
That gap between what the BMW driver saw and what FSD had already processed is the story. Tesla FSD wasn’t reacting to a person in the street, rather it was reading the signals that a person was about to enter it based on the pedestrian’s movement, trajectory, and their trajectory to telegraph intent.
Tesla’s FSD is now built on an end-to-end neural network trained on billions of real-world miles, learning to interpret subtle human behavioral cues the same way an experienced human driver does instinctively. The difference is consistency. A human driver distracted for two seconds misses what FSD does not.
Tesla sues California DMV over Autopilot and FSD advertising ruling
Reddit commenters in the thread were blunt about the BMW driver’s failure, with several pointing out that the pedestrian was visible well before the crossing. One response put it plainly that the car on FSD saw the situation developing before the human in the other car had registered there was a situation at all.
Tesla has published data showing FSD (Supervised) is 54% safer than a human driver, accumulated across billions of miles driven on the system. Elon Musk has said FSD v14 will outperform human drivers by a factor of two to three, and that v15 has “a shot” at a 10x improvement. Pedestrian safety is where the stakes are highest, and where intent prediction closes the gap fastest. At 30 mph, a car covers roughly 44 feet per second. An extra second of awareness from reading a person’s body language rather than waiting for them to step out is often the difference between a near miss and a fatality.
Video and community discussion: r/TeslaFSD on Reddit
FSD saves man from becoming a pancake. BMW driver nearly flattens him.
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u/Qwertygolol in
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Tesla Robotaxi gets a small but significant change
In the world of Tesla, where billion-dollar battery breakthroughs and autonomy milestones dominate headlines, a quiet design update can still pack a punch.
In the world of Tesla, where billion-dollar battery breakthroughs and autonomy milestones dominate headlines, a quiet design update can still pack a punch.
Last week in downtown Austin, sharp-eyed observers spotted a subtle but telling evolution on the Cybercab: a new “ROBOTAXI” logo graphic now graces the vehicle’s doors at Tesla’s Autonomy Popup.
What looks at first glance like a minor stylistic choice is, in fact, a deliberate rebranding move that hints at how the company envisions its robotaxi fleet fitting into everyday life.
The updated lettering is bold, graffiti-inspired, and unapologetically street-smart. Rendered in black with dripping white accents and a glowing yellow outline, the font evokes urban energy and playful irreverence.
Live From Downtown Austin:
Tesla Cybercab with new logo Graphic at their Autonomy Popup pic.twitter.com/MTTb9KDr3b
— David Moss (@DavidMoss) March 13, 2026
Gone is the sleek, minimalist typography that defined earlier Cybercab prototypes. In its place is something more human, almost rebellious.
The new logo pops against the Cybercab’s smooth, metallic body, turning the autonomous pod into a rolling piece of public art rather than just another futuristic taxi.
Designers know that fonts are silent brand ambassadors. They shape perception before a single ride is taken. Tesla’s classic sans-serif aesthetic screams precision engineering and Silicon Valley cool.
The new Robotaxi script leans into accessibility and fun, suggesting the vehicle is approachable, not intimidating. For a product meant to ferry strangers through city streets 24/7, that matters. It signals that the robotaxi isn’t reserved for tech elites; it’s for everyone.
Tesla Cybercab spotted next to Model Y shows size comparison
The timing is no accident. With regulatory approvals for unsupervised autonomy advancing and Tesla preparing to scale Cybercab production, the company is shifting from prototype showcase to fleet deployment.
A fresh logo helps differentiate the vehicles visually in dense urban environments—crucial for rider recognition and brand recall. It also aligns with Elon Musk’s long-standing ethos: make the future feel exciting, not sterile.
Small changes like this often foreshadow a larger strategy. Tesla has always obsessed over details—door handles, screen interfaces, even the curvature of a steering wheel.
Updating the Robotaxi font reflects the same meticulous care now applied to consumer-facing autonomy. It’s not just paint on metal; it’s a statement that the ride of the future should feel personal, memorable, and undeniably cool.
In an industry racing toward self-driving fleets, Tesla’s willingness to evolve even the smallest visual cues shows confidence. A font won’t launch the robotaxi network, but it might just help millions climb aboard with a smile.
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Tesla makes latest announcement on Model S and Model X
The announcement follows Tesla CEO Elon Musk’s statement on the Q4 2025 earnings call in late January. Musk described the decision as an “honorable discharge” for the two vehicles, noting that production would wind down in Q2 2026.
Tesla has officially begun winding down production of its flagship Model S and Model X in the United States, notifying owners via email that the long-running models will soon reach the end of the line.
The email, sent to U.S. customers on March 27, opens with gratitude. “Model S and Model X marked the beginning of the world’s transition to electric transportation,” it reads. “These vehicles also made it possible for Tesla to develop the technology that would move our world toward autonomy.”
It then delivers the news directly: “As we make way for this autonomous future, Model S and Model X production will be ending. If you’d like to bring home a new Model S or Model X, order yours soon from our limited inventory.”
Tesla just sent out a new email thanking Model S/X owners.
“These vehicles made it possible for Tesla to develop the technology that would move our world toward autonomy. As we make way for this autonomous future, Model S and Model X production will be ending. If you’d like to… pic.twitter.com/IeUhZ3iDnX
— Sawyer Merritt (@SawyerMerritt) March 27, 2026
The message closes with a simple thank-you: “Thank you for being part of our journey.”
The announcement follows Tesla CEO Elon Musk’s statement on the Q4 2025 earnings call in late January. Musk described the decision as an “honorable discharge” for the two vehicles, noting that production would wind down in Q2 2026.
The move frees factory floor space at Fremont, California, for next-generation manufacturing, including Optimus humanoid robots and the upcoming Robotaxi platform.
Introduced in 2012 and 2015, respectively, the Model S and Model X were Tesla’s original halo cars. They proved EVs could outperform gasoline luxury vehicles in acceleration, range, and tech features while pioneering over-the-air updates and early autonomy hardware.
Although they never matched the volume of the Model 3 and Model Y, their engineering breakthroughs laid the foundation for the company’s current lineup and full self-driving development.
Early adopters highlighted how the cars convinced them to invest in Tesla stock and the EV movement. Some U.S. owners who had not yet received the note voiced mild frustration, and international customers confirmed the outreach remains U.S.-only for now.
Tesla has not detailed an exact final production date beyond the Q2 2026 target or confirmed immediate replacements. Speculation continues about a possible Cybertruck-derived SUV, but the company’s public focus has shifted squarely to autonomy and robotics.
For buyers still interested in the S or X, the window is closing. Inventory is described as limited, and Tesla’s Korean division has already set a March 31 cutoff for new orders in that market. The email serves as both a farewell and final sales push, an elegant close to a chapter that helped define modern electric driving.