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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 exec pleads for federal framework of autonomy to U.S. Senate Committee
Tesla executive Lars Moravy appeared today in front of the U.S. Senate Commerce Committee to highlight the importance of modernizing autonomy standards by establishing a federal framework that would reward innovation and keep the country on pace with foreign rivals.
Moravy, who is Tesla’s Vice President of Vehicle Engineering, strongly advocated for Congress to enact a national framework for autonomous vehicle development and deployment, replacing the current patchwork of state-by-state rules.
These rules have slowed progress and kept companies fighting tooth-and-nail with local legislators to operate self-driving projects in controlled areas.
Tesla already has a complete Robotaxi model, and it doesn’t depend on passenger count
Moravy said the new federal framework was essential for the U.S. to “maintain its position in global technological development and grow its advanced manufacturing capabilities.
He also said in a warning to the committee that outdated regulations and approval processes would “inhibit the industry’s ability to innovate,” which could potentially lead to falling behind China.
Being part of the company leading the charge in terms of autonomous vehicle development in the U.S., Moravy highlighted Tesla’s prowess through the development of the Full Self-Driving platform. Tesla vehicles with FSD engaged average 5.1 million miles before a major collision, which outpaces that of the human driver average of roughly 699,000 miles.
Moravy also highlighted the widely cited NHTSA statistic that states that roughly 94 percent of crashes stem from human error, positioning autonomous vehicles as a path to dramatically reduce fatalities and injuries.
🚨 Tesla VP of Vehicle Engineering, Lars Moravy, appeared today before the U.S. Senate Commerce Committee to discuss the importance of outlining an efficient framework for autonomous vehicles:
— TESLARATI (@Teslarati) February 4, 2026
Skeptics sometimes point to cybersecurity concerns within self-driving vehicles, which was something that was highlighted during the Senate Commerce Committee hearing, but Moravy said, “No one has ever been able to take over control of our vehicles.”
This level of security is thanks to a core-embedded central layer, which is inaccessible from external connections. Additionally, Tesla utilizes a dual cryptographic signature from two separate individuals, keeping security high.
Moravy also dove into Tesla’s commitment to inclusive mobility by stating, “We are committed with our future products and Robotaxis to provide accessible transportation to everyone.” This has been a major point of optimism for AVs because it could help the disabled, physically incapable, the elderly, and the blind have consistent transportation.
Overall, Moravy’s testimony blended urgency about geopolitical competition, especially China, with concrete safety statistics and a vision of the advantages autonomy could bring for everyone, not only in the U.S., but around the world, as well.
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Tesla Model Y lineup expansion signals an uncomfortable reality for consumers
Tesla launched a new configuration of the Model Y this week, bringing more complexity to its lineup of the vehicle and adding a new, lower entry point for those who require an All-Wheel-Drive car.
However, the broadening of the Model Y lineup in the United States could signal a somewhat uncomfortable reality for Tesla fans and car buyers, who have been vocal about their desire for a larger, full-size SUV.
Tesla has essentially moved in the opposite direction through its closure of the Model X and its continuing expansion of a vehicle that fits the bill for many, but not all.
Tesla brings closure to Model Y moniker with launch of new trim level
While CEO Elon Musk has said that there is the potential for the Model Y L, a longer wheelbase configuration of the vehicle, to enter the U.S. market late this year, it is not a guarantee.
Instead, Tesla has prioritized the need to develop vehicles and trim levels that cater to the future rollout of the Robotaxi ride-hailing service and a fully autonomous future.
But the company could be missing out on a massive opportunity, as SUVs are a widely popular body style in the U.S., especially for families, as the tighter confines of compact SUVs do not support the needs of a large family.
Although there are other companies out there that manufacture this body style, many are interested in sticking with Tesla because of the excellent self-driving platform, expansive charging infrastructure, and software performance the vehicles offer.
Additionally, the lack of variety from an aesthetic and feature standpoint has caused a bit of monotony throughout the Model Y lineup. Although Premium options are available, those three configurations only differ in terms of range and performance, at least for the most part, and the differences are not substantial.
Minor Expansions of the Model Y Fail to Address Family Needs for Space
Offering similar trim levels with slight differences to cater to each consumer’s needs is important. However, these vehicles keep a constant: cargo space and seating capacity.
Larger families need something that would compete with vehicles like the Chevrolet Tahoe, Ford Expedition, or Cadillac Escalade, and while the Model X was its largest offering, that is going away.
Tesla could fix this issue partially with the rollout of the Model Y L in the U.S., but only if it plans to continue offering various Model Y vehicles and expanding on its offerings with that car specifically. There have been hints toward a Cyber-inspired SUV in the past, but those hints do not seem to be a drastic focus of the company, given its autonomy mission.
Model Y Expansion Doesn’t Boost Performance, Value, or Space
You can throw all the different badges, powertrains, and range ratings on the same vehicle, it does not mean it’s going to sell better. The Model Y was already the best-selling vehicle in the world on several occasions. Adding more configurations seems to be milking it.
The true need of people, especially now that the Model X is going away, is going to be space. What vehicle fits the bill of a growing family, or one that has already outgrown the Model Y?
Not Expanding the Lineup with a New Vehicle Could Be a Missed Opportunity
The U.S. is the world’s largest market for three-row SUVs, yet Tesla’s focus on tweaking the existing Model Y ignores this. This could potentially result in the Osborne Effect, as sales of current models without capturing new customers who need more seating and versatility.
Expansions of the current Model Y offerings risk adding production complexity without addressing core demands, and given that the Model Y L is already being produced in China, it seems like it would be a reasonable decision to build a similar line in Texas.
Listening to consumers means introducing either the Model Y L here, or bringing a new, modern design to the lineup in the form of a full-size SUV.
Elon Musk
Elon Musk reiterates Tesla Optimus’ most sci-fi potential yet
Musk shared his comments in a series of posts on social media platform X.
Elon Musk recently reiterated one of the most ambitious forecasts for Tesla’s humanoid robot, Optimus, stating it could become the first real-world example of a Von Neumann machine. He also noted once more that Optimus would be Tesla’s biggest product.
Musk shared his comments in a series of posts on social media platform X.
Optimus as a von Neumann machine
In response to a post on X that pondered on sci-fi timelines becoming real, Musk wrote that “Optimus will be the first Von Neumann machine, capable of building civilization by itself on any viable planet.” In a separate post, Musk wrote that Optimus will be Tesla’s “biggest product ever,” a phrase he has used in the past to describe the humanoid robot’s importance to the electric vehicle maker.
A Von Neumann machine is a class of theoretical self-replicating systems originally proposed in the mid-20th century by the mathematician John von Neumann. In his concept, von Neumann described machines that could travel to other worlds, use local materials to create copies of themselves, and carry out large-scale tasks without outside intervention.
Elon Musk’s broader plans
Considering Musk’s comments, it appears that Optimus would eventually be capable of performing complex work autonomously in environments beyond Earth. If Optimus could achieve such a feat, it could very well unlock humanity’s capability to explore locations beyond Earth. The idea of space exploration becomes more than feasible.
Elon Musk has discussed space-based AI compute, large-scale robotic production, and the role of SpaceX’s Starship in transporting hardware and materials to other planets. While Musk did not detail how Optimus would fit with SpaceX’s exploration activities, his Von Neumann machine comments suggest he is looking at Tesla’s robotics as part of a potential interplanetary ecosystem.