Q2 Earnings Call, Robotaxi Trials, & Tesla Diner | Tesla Motors Club Podcast #75

Our 2026 Predictions | Tesla Motors Club Podcast #77

In this episode of the Tesla Motors Club Podcast, hosts Lewis, Doug, and Mike reflect on their 2025 predictions and make new ones for 2026. Topics include: the future of the Cybertruck, FSD transfers and upgrades, Robotaxi progress, Tesla possibly building a chip fab, SpaceX, the Artemis program, and more! Show notes and comments [https://teslamotorsclub.com/tmc/threads/our-2026-tesla-predictions-tmc-podcast-77.352178/]Live version on YouTube [https://www.youtube.com/live/RSv6Trsh44o]Visit our website at https://teslamotorsclub.com/ [https://teslamotorsclub.com/] Chapters: 00:00 Intro 01:17 Louis's first FSD roadtrip 06:20 Doug's 24 hour Model S test drive 13:53 Predictions 14:02 Q: Will another vehicle dethrone the Model Y as the world's bestselling car? 14:40 Q: Was the Model Y the best selling vehicle worldwide in 2025? 17:03 Q: Will the Model Y be the best selling vehicle in 2026? 17:33 Q: How many Cybertrucks will be on the road? 19:31 Q: Will Tesla Cancel the Cybertruck? 22:19 Q: Will Tesla deliver the Next Gen Roadster? 26:37 Q: Will Tesla add the Turn Signal Stalk or Front camera on S, 3, and X? 29:10 Q: Will Tesla unveil a brand new model? 32:18 How to redeem the Cybertruck 35:40 Q: Will Tesla Offer FSD transfers? 38:52 Q: Will Tesla offer an upgrade path for HW3 owners? 41:05 Terafactory Chip Fab   47:04 Q:  When will Tesla start offering a Robotaxi service? 49:25 Doug's experience with Waymo in San Francisco 51:09 Q: Will the Robotaxi safety supervisor go away in 2026? 52:57 Q: Will we see FSD drive coast to coast? 57:19 Q: Will a competing humanoid robot company beat Optimus to market? 58:00 Q: Will Tesla start Optimus deliveries in 2026? 01:04:52 Q: Will Tesla get a publicly facing COO? 01:05:49 Q: Will SLS survive past Artemis II? 01:11:02 Outro Co-hosts- Louis: @nebusoft [https://teslamotorsclub.com/tmc/members/208811/] Mike: @SteelClouds [https://teslamotorsclub.com/tmc/members/198735/] Doug: @doug [https://teslamotorsclub.com/tmc/members/143/] Producers- Daniel: @danny [https://teslamotorsclub.com/tmc/members/3/] Doug: @doug [https://teslamotorsclub.com/tmc/members/143/] Social- Bluesky: https://bsky.app/profile/teslamotorsclub.bsky.social [https://bsky.app/profile/teslamotorsclub.bsky.social] X/Twitter: https://twitter.com/TeslaMotorsClub [https://twitter.com/TeslaMotorsClub] Facebook: Log into Facebook [https://www.facebook.com/TeslaMotorsClub] Instagram: Tesla Motors Club (@teslamotorsclubofficial) • Instagram photos and videos [https://www.instagram.com/teslamotorsclubofficial/] YouTube: https://www.youtube.com/teslamotorsclub [https://www.youtube.com/teslamotorsclub] Audio versions- Apple Podcasts: ‎‎Tesla Motors Club Podcast on Apple Podcasts [https://podcasts.apple.com/us/podcast/tesla-motors-club-podcast/id1613011136] Spotify: Tesla Motors Club Podcast [https://open.spotify.com/show/0LOmJR2YlGaWEgmRb0Ry7s] Amazon Music: https://music.amazon.com/podcasts/38bacc87-f8b7-4f5c-aa64-2db865214942 [https://music.amazon.com/podcasts/38bacc87-f8b7-4f5c-aa64-2db865214942] TuneIn: Listen to Tesla Motors Club Podcast on TuneIn [https://tunein.com/podcasts/Automotive/Tesla-Motors-Club-Podcast-p1639756/] RSS: https://feeds.buzzsprout.com/1950101.rss [https://feeds.buzzsprout.com/1950101.rss] Support us- PayPal: PayPal.Me [https://www.paypal.com/paypalme/SupportTMC] TeslaMotorsClub website: https://teslamotorsclub.com/tmc/account/upgrades Support the show [https://paypal.me/SupportTMC]

Elon's New Pay Package, Q3 Sales, Model Updates, & Optimus | Tesla Motors Club Podcast #76

In this episode of the Tesla Motors Club podcast, hosts Louis, Doug, and Mike discuss Tesla’s Q3 spike in sales (0:43), changes in the vehicle options (6:26) as many government incentives end. Other topics include rumors about a scaled down cybertruck (16:20), MKBHD’s Roadster order (19:59), KungFu Optimus (27:08), Elon’s crazy pay plan (32:51) and more! Show notes and comments [https://teslamotorsclub.com/tmc/threads/elons-new-pay-package-q3-sales-model-updates-optimus-tesla-motors-club-podcast-76.349563/]Live version on YouTube [https://www.youtube.com/live/E1GHVjWpssE?si=WME8mL7fKTe1XGM4]Visit our website at https://teslamotorsclub.com/ [https://teslamotorsclub.com/] Chapters: 0:00 Introduction and Episode Overview 0:43 Tesla's Q3 Sales Numbers 6:26 Tesla Model Updates and Features 6:39 Model Y Performance and Standard Versions 11:56 Model 3 Upgrades and Features 16:20 Cybercab, Smaller Cybertruck, and Future Models 19:59 Reaction to MKBHD's Canceled Tesla Roadster 22:31 Referral Program 23:56 Tesla's Early Adopter Issues 24:45 Electric Supercar Competition 27:08 Tesla's Optimus Robot and Competitors 28:45 Unitree Robot Martial Arts 29:26 Optimus Hand 30:01 Wuji Hand 32:51 Elon's New Pay Package 37:24 Shareholder Meeting and Future of Tesla 37:54 Opposition and Concerns 42:42 Conclusion and Community Engagement Co-hosts- Louis: @nebusoft [https://teslamotorsclub.com/tmc/members/208811/] Mike: @SteelClouds [https://teslamotorsclub.com/tmc/members/198735/] Doug: @doug [https://teslamotorsclub.com/tmc/members/143/] Producers- Daniel: @danny [https://teslamotorsclub.com/tmc/members/3/] Doug: @doug [https://teslamotorsclub.com/tmc/members/143/] Social- Bluesky: https://bsky.app/profile/teslamotorsclub.bsky.social [https://bsky.app/profile/teslamotorsclub.bsky.social] X/Twitter: https://twitter.com/TeslaMotorsClub [https://twitter.com/TeslaMotorsClub] Facebook: Log into Facebook [https://www.facebook.com/TeslaMotorsClub] Instagram: Tesla Motors Club (@teslamotorsclubofficial) • Instagram photos and videos [https://www.instagram.com/teslamotorsclubofficial/] YouTube: https://www.youtube.com/teslamotorsclub [https://www.youtube.com/teslamotorsclub] Audio versions- Apple Podcasts: ‎‎Tesla Motors Club Podcast on Apple Podcasts [https://podcasts.apple.com/us/podcast/tesla-motors-club-podcast/id1613011136] Spotify: Tesla Motors Club Podcast [https://open.spotify.com/show/0LOmJR2YlGaWEgmRb0Ry7s] Amazon Music: https://music.amazon.com/podcasts/38bacc87-f8b7-4f5c-aa64-2db865214942 [https://music.amazon.com/podcasts/38bacc87-f8b7-4f5c-aa64-2db865214942] TuneIn: Listen to Tesla Motors Club Podcast on TuneIn [https://tunein.com/podcasts/Automotive/Tesla-Motors-Club-Podcast-p1639756/] RSS: https://feeds.buzzsprout.com/1950101.rss [https://feeds.buzzsprout.com/1950101.rss] Support us- PayPal: PayPal.Me [https://www.paypal.com/paypalme/SupportTMC] TeslaMotorsClub website: Account upgrades [https://teslamotorsclub.com/tmc/account/upgrades]  Get up to $1,000 of a New Tesla [https://ts.la/douglas38452] Support the show [https://paypal.me/SupportTMC]

Q2 Earnings Call, Robotaxi Trials, & Tesla Diner | Tesla Motors Club Podcast #75

In this episode of the Tesla Motors Club podcast, Louis and Doug discuss info gleaned from the Q2 earnings call. The hosts analyze the current state of self-driving technology, compare Tesla’s approach to competitors like Waymo, and discuss the implications of massive AI spending versus actual revenue. Other topics include new Tesla Model Y variants, the opening of the Tesla Diner in LA, Optimus, humanoid robots, and more! Recorded July 27, 2025 and still relevant! Show notes and comments [https://teslamotorsclub.com/tmc/threads/q2-earnings-call-robotaxi-trials-tesla-diner-tmc-podcast-75.347369/]Live version on YouTube [https://www.youtube.com/watch?v=pZSSGPXjyHg]Visit our website at https://teslamotorsclub.com/ [https://teslamotorsclub.com/] Chapters: 00:00 Intro 00:50 Robotaxi Trials in Austin - Initial Impressions 10:56 Uber's Partnership with 3rd Party Robotaxis 16:35 Licensing Tesla's Self-Driving Technology 19:30 AI5 Delays and 10X HW4 Parameters 27:03 XAI Fundraising and the AI Bubble 34:22 Would Tesla buy XAI? 38:34 Vibe Physics 45:28 AI in Space - Technical Challenges 47:58 Model Y Variants 53:27 Tesla Diner Opening in LA 57:45 Optimus Competitors and Humanoid Robot Safety 1:02:15 Outro Co-hosts- Louis: @nebusoft [https://teslamotorsclub.com/tmc/members/208811/] Doug: @doug [https://teslamotorsclub.com/tmc/members/143/] Producers- Daniel: @danny [https://teslamotorsclub.com/tmc/members/3/] Doug: @doug [https://teslamotorsclub.com/tmc/members/143/] Social- Twitter: https://twitter.com/TeslaMotorsClub [https://twitter.com/TeslaMotorsClub] Facebook: Log into Facebook [https://www.facebook.com/TeslaMotorsClub] Instagram: Tesla Motors Club (@teslamotorsclubofficial) • Instagram photos and videos [https://www.instagram.com/teslamotorsclubofficial/] YouTube: https://www.youtube.com/teslamotorsclub [https://www.youtube.com/teslamotorsclub] Audio versions- Apple Podcasts: ‎‎Tesla Motors Club Podcast on Apple Podcasts [https://podcasts.apple.com/us/podcast/tesla-motors-club-podcast/id1613011136] Spotify: Tesla Motors Club Podcast [https://open.spotify.com/show/0LOmJR2YlGaWEgmRb0Ry7s] Amazon Music: https://music.amazon.com/podcasts/38bacc87-f8b7-4f5c-aa64-2db865214942 [https://music.amazon.com/podcasts/38bacc87-f8b7-4f5c-aa64-2db865214942] TuneIn: Listen to Tesla Motors Club Podcast on TuneIn [https://tunein.com/podcasts/Automotive/Tesla-Motors-Club-Podcast-p1639756/] RSS: https://feeds.buzzsprout.com/1950101.rss [https://feeds.buzzsprout.com/1950101.rss] Support us- PayPal: PayPal.Me [https://www.paypal.com/paypalme/SupportTMC] TeslaMotorsClub website: Account upgrades [https://teslamotorsclub.com/tmc/account/upgrades]  Get up to $1,000 of a New Tesla [https://ts.la/douglas38452] Support the show [https://paypal.me/SupportTMC]

Robotaxi launch, Model S/X updates, & Elon Drama | Tesla Motors Club Podcast #74

In this episode of the Tesla Motors Club podcast, hosts Louis, Doug, and Mike anticipate the Tesla Robotaxi rollout. We discuss Elon’s claim that sun glare doesn’t affect the FSD cameras, the updated Models S and X, Louis’s take on xAI acquiring X (formerly Twitter), updates on SpaceX, and more!  Show notes and comments [https://teslamotorsclub.com/tmc/threads/robotaxi-launch-model-s-x-updates-elon-drama-tesla-motors-club-podcast-74.345931/]Live version on YouTube [https://www.youtube.com/live/H3zBOFzRyM4?si=uXZ96tyXrKYnpKFh&t=17]Visit our website at https://teslamotorsclub.com/ [https://teslamotorsclub.com/] Chapters: 00:00 Intro 00:41 Tesla's Robotaxi Rollout 03:45 Elon Time 08:29 Burn a Tesla, Save Democracy??? 10:40 Tesla's Vision-Only Approach and Its Limitations 12:59 Elon's "Photon Count" Solution to Sun Glare 23:31 Recent Updates to Models S and X 26:43 New S & X Pricing Strategy 27:46 The S & X Updates We Wanted 30:58 Louis on xAI Buying X 35:37 Elon Yoinking Sci-Fi Terms 37:40 NASA and SpaceX Updates 40:25 Fallout from the Elon/Trump Twitter Spat 42:03 Taking My Toys and Going Home 48:10 Outro Co-hosts- Louis: @nebusoft [https://teslamotorsclub.com/tmc/members/208811/] Mike: @SteelClouds [https://teslamotorsclub.com/tmc/members/198735/] Doug: @doug [https://teslamotorsclub.com/tmc/members/143/] Producers- Daniel: @danny [https://teslamotorsclub.com/tmc/members/3/] Doug: @doug [https://teslamotorsclub.com/tmc/members/143/] Social- Twitter: https://twitter.com/TeslaMotorsClub [https://twitter.com/TeslaMotorsClub] Facebook: Log into Facebook [https://www.facebook.com/TeslaMotorsClub] Instagram: Tesla Motors Club (@teslamotorsclubofficial) • Instagram photos and videos [https://www.instagram.com/teslamotorsclubofficial/] YouTube: https://www.youtube.com/teslamotorsclub [https://www.youtube.com/teslamotorsclub] Audio versions- Apple Podcasts: ‎‎Tesla Motors Club Podcast on Apple Podcasts [https://podcasts.apple.com/us/podcast/tesla-motors-club-podcast/id1613011136] Spotify: Tesla Motors Club Podcast [https://open.spotify.com/show/0LOmJR2YlGaWEgmRb0Ry7s] Amazon Music: https://music.amazon.com/podcasts/38bacc87-f8b7-4f5c-aa64-2db865214942 [https://music.amazon.com/podcasts/38bacc87-f8b7-4f5c-aa64-2db865214942] TuneIn: Listen to Tesla Motors Club Podcast on TuneIn [https://tunein.com/podcasts/Automotive/Tesla-Motors-Club-Podcast-p1639756/] RSS: https://feeds.buzzsprout.com/1950101.rss [https://feeds.buzzsprout.com/1950101.rss] Support us- PayPal: PayPal.Me [https://www.paypal.com/paypalme/SupportTMC] TeslaMotorsClub website: Account upgrades [https://teslamotorsclub.com/tmc/account/upgrades]  Get up to $1,000 of a New Tesla [https://ts.la/douglas38452] Support the show [https://paypal.me/SupportTMC]

Elon's All Hands Meeting, Cybertruck Recall, & Tesla Protests | Tesla Motors Club Podcast #73

In this episode of the Tesla Motors Club podcast, hosts Seb, Doug, and Mike discuss changes in Tesla's perception as a brand and worldwide sales.  Topics include Elon’s all-hands meeting and prediction of unlimited abundance, Cybertruck recalls and test drive, Mark Rober's FSD test versus LIDAR, and more! Show notes and comments [https://teslamotorsclub.com/tmc/threads/elons-all-hands-meeting-cybertruck-recall-tesla-protests-tmc-podcast-73.343051/]Live version on YouTube [https://www.youtube.com/live/z2AA7LU6f2g]Visit our website at https://teslamotorsclub.com/ [https://teslamotorsclub.com/] Chapters: 1:34 Tesla Protests 4:56 Elon's All Hands Meeting 6:01 Tesla's Brand Value 12:24 Infinite Sustainable Abundance? 20:07 Global Sales and Market Trends 29:50 Cybertruck Recall Issues 34:46 Test Driving the Cybertruck 40:33 Lucid Motors and Market Challenges 43:08 Porche Taycan Revisited 47:42 Mark Rober and Lidar Debate 52:23 Self-Driving Sensor Suite Integration Co-hosts- Seb: @Seb P85D [https://teslamotorsclub.com/tmc/members/118566/] Mike: @SteelClouds [https://teslamotorsclub.com/tmc/members/198735/] Doug: @doug [https://teslamotorsclub.com/tmc/members/143/] Producers- Daniel: @danny [https://teslamotorsclub.com/tmc/members/3/] Doug: @doug [https://teslamotorsclub.com/tmc/members/143/] Social- Twitter: https://twitter.com/TeslaMotorsClub [https://twitter.com/TeslaMotorsClub] Facebook: Log into Facebook [https://www.facebook.com/TeslaMotorsClub] Instagram: Tesla Motors Club (@teslamotorsclubofficial) • Instagram photos and videos [https://www.instagram.com/teslamotorsclubofficial/] YouTube: https://www.youtube.com/teslamotorsclub [https://www.youtube.com/teslamotorsclub] Audio versions- Apple Podcasts: ‎‎Tesla Motors Club Podcast on Apple Podcasts [https://podcasts.apple.com/us/podcast/tesla-motors-club-podcast/id1613011136] Spotify: Tesla Motors Club Podcast [https://open.spotify.com/show/0LOmJR2YlGaWEgmRb0Ry7s] Amazon Music: https://music.amazon.com/podcasts/38bacc87-f8b7-4f5c-aa64-2db865214942 [https://music.amazon.com/podcasts/38bacc87-f8b7-4f5c-aa64-2db865214942] TuneIn: Listen to Tesla Motors Club Podcast on TuneIn [https://tunein.com/podcasts/Automotive/Tesla-Motors-Club-Podcast-p1639756/] RSS: https://feeds.buzzsprout.com/1950101.rss [https://feeds.buzzsprout.com/1950101.rss] Support us- PayPal: PayPal.Me [https://www.paypal.com/paypalme/SupportTMC] TeslaMotorsClub website: Account upgrades [https://teslamotorsclub.com/tmc/account/upgrades]  Get up to $1,000 of a New Tesla [https://ts.la/douglas38452] Support the show [https://paypal.me/SupportTMC]