Episode 443: Q4 Earnings Call Recap, Highlights, and Analysis

Ride the Lightning: Tesla Motors Unofficial Podcast

Ryan McCaffrey

Elon, Leisure, Teslaroadster, Ev, Teslamodels, Roadster, Model3, Teslamodel3, Teslamodeliii, Tesla, Automotive, Bev, Gigafactory, Business News, Cars, Teslamotors, Modely, Cybertruck, Modelx, Electric, Elonmusk, Models, News, Electriccars, Teslamodelx, Semi

4.8 • 988 Ratings

🗓️ 28 January 2024

⏱️ 114 minutes

🔗️ Recording | iTunes | RSS

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Summary

Tesla held its quarterly earnings call for Q4 2023, and as always I’ve got highlight clips from Elon Musk and the Tesla executive team as well as analysis of what everything on the call means. Plus: the new Model 3 Performance is coming soon, and more!

If you enjoy the podcast and would like to support my efforts, please check out my Patreon at https://www.patreon.com/teslapodcast and consider a monthly pledge. Every little bit helps and there are stacking bonuses in it for you at each pledge level, like early access to each episode at the $5 tier and the weekly Lightning Round bonus mini-episode (AND the early access!) at the $10 tier!

And don't forget to leave a message on the Ride the Lightning hotline anytime with a question, comment, or discussion topic for next week's show! The toll-free number to call or Skype is 1-888-989-8752.

Go to xcelerateauto.com/xcare to find the extended warranty policy that's right for you and your Tesla, and don’t forget to use the discount code “Lightning” for $100 off your purchase.

P.S. Get 15% off your first order of awesome aftermarket Tesla accessories at AbstractOcean.com by using the code RTLpodcast at checkout. Grab the SnapPlate front license plate bracket for any Tesla at https://everyamp.com/RTL/ (don't forget the coupon code RTL). Get the best Dashcam/Sentry Mode microSD-based USB drive for your Tesla at www.puretesla.com/rtl.

Transcript

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0:00.0	On this week's episode of Ride the Lightning, the Tesla Unofficial Podcast,
0:04.0	Tesla held its quarterly earnings call for Q4, 2023,
0:08.0	and as always I've got highlight clips from Elon Musk and the Tesla executive team as well as analysis of what
0:14.8	everything on the call means. Plus, the new Model 3 performance is coming soon
0:20.0	and more. What's happening friends? I'm Ryan McCaffrey joining you for episode 443
0:45.4	a Ride the Lightning. It is your weekly Tesla unofficial podcast. This one is
0:50.1	publishing on January 28th, 2024.
0:55.1	Daisy the Boxer, to my left looking longingly out the window.
0:59.4	Zelina the Future Service Dog right here as well.
1:02.0	We are down to just two weeks left with
1:04.8	Zelina so trying to try to just hang on to every moment we've got. There are
1:10.8	plenty of fun moments to talk about from Tesla's earnings call and shareholder letter this week,
1:16.6	but a few things to warm up with first leading off with this FSD beta version 12 has begun rolling out to some regular customers.
1:27.8	Maybe some of you out there have got your hands on it so far.
1:30.8	Will we hear more about it on the earnings call? Stay tuned. Now speaking of that,
1:36.3	I Patreon polled all of you earlier this week and asked, what do you most want to hear about on the earnings call and the results
1:45.3	were pretty interesting this time. FSD beta version 12 was in fact the highest vote
1:51.7	getter with 31% of the vote. 30% right there neck
1:56.6	and neck with it was an update on 4680 battery cell production. 16% we're looking for a cyber truck production update and
2:05.4	then trickling off from their model three Highland production update.
2:10.0	Gig and Nevada expansion for Tesla's Tesla semi production pardon me update and I have to say there were a few people that that called this out but the first one I saw was Andre Morissette, who left a comment saying,
2:24.8	Generation 3 car update, that seemed to be the big winner
	...

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