Episode 496: Q4 2024 Earnings Call Recap, Highlights, and Analysis
Ride the Lightning: Tesla Motors Unofficial Podcast
Ryan McCaffrey
4.8 • 988 Ratings
🗓️ 2 February 2025
⏱️ 117 minutes
🧾️ Download transcript
Summary
Tesla held its Q4 earnings call this week, and among other things, it contained good news for those of you with Hardware 3.0 cars who’ve bought the FSD package. That plus the rest of the highlights from the call along with my analysis on a huge episode!
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Transcript
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| 0:00.0 | On this week's episode of Ride the Lightning, the Tesla unofficial podcast, Tesla held its Q4 |
| 0:05.6 | earnings call this week, and among other things, it contained good news for those of you with |
| 0:10.7 | hardware three cars who've bought the FSD package. That plus the rest of the highlights from the |
| 0:16.5 | call, along with my analysis coming up next. |
| 0:45.9 | Music along with my analysis coming up next. What's happening, Friends, I'm Ryan McCaffrey, flanked by two four-legged friends, Daisy the Boxer and Mine of the Future Service Dog. |
| 1:00.7 | Welcome to Ride the Lightning. It is the Tesla unofficial podcast, episode 496. And I'm publishing this one on February 2nd, 2025, recording it on the evening of January 31st. |
| 1:08.2 | And I begin this week's podcast with a quick correction slash mini apology from last week's show. |
| 1:15.5 | As it turns out, the new Model Y launch series is not eligible for the $500 referral discount. The old still available Model Y in any variant is, but the launch series |
| 1:25.2 | new Model Y is not. |
| 1:32.1 | My apologies for not catching that ahead of last week's episode and thank you to the handful of folks that contacted me to let me know about that. |
| 1:35.6 | I guess it remains to be seen whether the new Model Y once it enters just general |
| 1:41.5 | regular production once the launch series has ended, whether or not the new Model Y will be eligible for that referral discount. |
| 1:51.2 | My gut says no, that the demand is going to be strong enough where they're not going to bother offering the $500 referral discount. |
| 1:59.5 | But as always, or as is often the case here, I hope I'm |
| 2:04.2 | wrong on that one. Speaking of the new Model Y, if you've been thinking about ordering that |
| 2:10.8 | launch series, Juniper, that new Model Y, with a white interior specifically and you haven't ordered yet, |
| 2:18.6 | I regret to inform you that the white interior option for the launch series is sold out. |
| 2:26.6 | And I can't think of any time that I've ever seen this happen before with Tesla, |
| 2:33.1 | where a particular option on a car sells out in any |
| 2:38.8 | context under any circumstance. I mean, I guess they must have only produced a certain number of |
| 2:46.4 | white interior pieces for the launch series, and those were quickly gobbled up, probably in part |
| 2:54.1 | because it didn't cost $1,000 extra because that, you know, that $60,000 price is all-inclusive, |
... |
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