Tesla is holding its 2023 Q4 earnings call today at 2:30 pm PT / 5:30 pm ET / 10:30 pm UTC. The earnings call will be followed by a Q&A session with some of Tesla's executives, which will likely include Elon Musk.
There are several recent exciting events that we may hear more about during the earnings call.
Tesla's upcoming next-gen vehicle is now expected to start production next year, potentially paving the way for an unveiling announcement later this year. Additionally, Tesla has begun testing FSD v12 with non-employees, so they may be willing to share additional details about a wide release.
Watch Replay
The event is expected to be livestreamed on X.com, YouTube and on Tesla's website. However, it has been audio only in the past and is expected to be the same this quarter.
You can watch the event live on YouTube below.
Start Time
Tesla's livestream starts at 2:30 pm PT, which is the following times around the world:
2:30 pm Pacific Time
5:30 pm Eastern Time
10:30 pm UTC
10:30 pm - London, England
11:30 pm - Berlin, Germany
9:30 am (Jan 25th) - Sydney, Australia
Look Back at Tesla's 2023 Q4
In Q4 Tesla delivered 484,507 vehicles, up 38% year over year. Production was also up 35% over Q4 in 2022, with Tesla producing 494,989 vehicles.
For the year Tesla produced 1.84 million vehicles and delivered about 1.8 million.
Q&A Questions
The questions that are asked during Q&A come directly from investors and are voted on by investors. These top questions may be asked and answered during Tesla's Q&A session.
Next-Gen Car
Given that you moved the start of the next generation compact vehicle production to Austin, has the timeline improved so that we might see next generation platform vehicles in 2025?
Batteries
What has been the barrier to ramping 4680 cells into the multi million cells per week rate and when do you expect to get there?
When will Tesla have sufficient North American battery production to support the $7500 EV tax credit for the Model 3?
Stock
Should retail shareholders be concerned that Elon has stated he is uncomfortable expanding AI and robotics at Tesla if he doesn’t have 25% of voting ?
FSD
Has there been any progress made with an FSD licensing agreement with another company?
Could management please rank the following corporate initiatives by priority level: 1. FSD level 5 autonomy/wide release 2. 3rd generation platform release 3. Optimus commercialization
Optimus
What is the timeline for Optimus first production off volume production line and what are the barriers to getting there?
Cybertruck
How many cybertruck orders are in the queue and when do you anticipate you will be able to fulfill all existing orders?
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Following the surprising return of the turn signal stalk on the refreshed Model Y, reliable Tesla source Chris Zheng has indicated that the Model 3 will also be receiving a turn stalk. While it initially seems surprising, Tesla mentioned that after receiving lots of customer feedback, there is a lot of demand for the return of the stalk.
For those who appreciate the newer turn signal buttons on vehicles like the Cybertruck, this might come as a surprise. However, the Model 3 and Model Y are designed for the average driver transitioning from a traditional vehicle, making the removal of the turn signal stalk an unexpected and potentially disappointing change.
Turn Stalk
In a conversation during the latest episode of Jay Leno’s Garage, Tesla’s VP of Vehicle Engineering, Lars Moravy, mentioned that Tesla works to remove superfluous parts. In this case, they removed one part too many - and are now bringing back the turn signal stalk.
The updated stalk on the refreshed Model Y is a simplified version of the current Model Y stalk. It doesn’t include multi-stage turn signals (short three flashes versus staying), buttons, or other features. Pure and simple - it is utilized for signaling left and right. The rest of the functions of a traditional stalk remain either on the wheel or on the screen.
Lack of Right ‘Shifter’ Stalk
Tesla has no intent to bring back the right stalk, which is traditionally used to shift the vehicle from Drive to Reverse and Park in Teslas. It’s also used to activate Autopilot. The shifting functionality will remain on-screen or available via the backup by tapping the buttons on the ceiling near the hazards button. Shifting via the dash is intuitive and convenient once you get used to it - and with AutoShift hopefully coming out of Beta sometime soon, this could get even better.
Autopilot activation will remain with a button on the steering wheel. While a vehicle with a single stalk may look a little odd at first, Lars mentioned that Tesla didn’t receive many complaints about shifting or Autopilot use.
Retrofit
Not a Tesla App
We haven’t heard anything about retrofitting the 2024+ Model 3s with the turn signal stalk at this point. However, we imagine this may be a possibility in the future.
However, we can recommend using the wireless Enhauto’s S3XY Stalks if you want to bring a single or dual stalks back to your refreshed Model 3 and don’t want to wait for an official retrofit to arrive. They’re easy to install, well-designed, and reliable.
Other Models
The big question now is: will Tesla bring back the turn signal stalk for its other models? It’s possible, but we doubt it. The Model S and Model X, especially with the Yoke, feel more natural without a stalk, and the button-based signals suit their design. While a stalk might occasionally be useful—like signaling in and out of a roundabout—any future refresh of the S or X would likely include steer-by-wire instead.
On the Cybertruck, the absence of a stalk goes unnoticed, thanks to steer-by-wire, as the squircle steering wheel is never in an awkward position. After thousands of kilometers of daily driving, including plenty of roundabouts, the author can confidently say the signal stalk isn’t missed at all. In fact, the turn signal buttons feel more intuitive, given how the Cybertruck handles.
That said, could Tesla offer signal stalks as an option for those who prefer them? It’s not out of the question. We’ll keep you updated, but in the meantime, let us know—do you prefer turn signal buttons or a traditional stalk?
xAI’s Grok AI Model has been receiving rapid updates, similar to Tesla’s FSD. After waiting for a major update, the latest version—Grok 3—is set to launch with a live demo on February 17th.
Grok 3 is supposed to bring big improvements, as xAI has changed its approach to training the Large Language Model (LLM). Unlike many other LLMs, Grok can access real-time information and adapt its answers based on the latest news and discussions happening on X’s platform, making it more suited for current events or breaking news.
At the World Governments Summit in Dubai, Elon also mentioned that Grok 3 is already outperforming its competitors, so there is a lot to look forward to. Let’s dig into the new capabilities and then see why they matter to Tesla drivers.
New Capabilities
This time, Grok is set to feature self-correction, reinforcement learning, and synthetic datasets. Self-correction allows Grok to identify and fix its own mistakes, with human oversight ensuring that the process is guided. This helps refine Grok’s future responses as part of its ongoing training.
Reinforcement learning, meanwhile, rewards or penalizes the AI based on its actions. When it performs correctly, it receives a reward, reinforcing that behavior; penalties reduce the likelihood of undesirable actions. Combined with new synthetic datasets, xAI can accelerate Grok’s training process, much like how Tesla’s AI team has been refining FSD. There’s definitely a lot of overlap between the two.
Voice Support
Grok is one of the few remaining publicly available AIs that doesn’t have a live-voice mode. Its competitors - including Google’s Gemini and OpenAI’s ChatGPT - both have live voice response and reasoning and will also integrate and hook into 3rd-party services over voice.
Musk has previously stated that all Tesla vehicles will eventually receive Grok as a Smart Voice Assistant—one far more capable than the current voice command system.
Tonight’s demo, at 8 pm PT is expected to be live, potentially showing off the integration into Tesla vehicles. Millions of existing Tesla vehicles worldwide could soon take advantage of Grok as a voice assistant. There’s even a rumor of a wake word for the feature — potentially Grok.
Grok’s real-time capabilities mean you could ask it to add a stop to your route for food at the highest-rated local restaurant with minimal wait. Grok would gather and process that information while your car drives itself, then update your route, allowing FSD to take you directly there. You’ll also be able to ask general knowledge questions, such as the weather for tomorrow or the price of Tesla stock.
Controlling the vehicle will also be greatly upgraded. While the current voice command system can handle simple tasks like “Open Charge Port” or “Turn on Defrost,” the new system should be able to handle more complex requests and allow drivers to ask things in a more natural way.
We expect to find out more about Grok in Teslas tonight. Even if the demo tonight doesn’t specifically mention Tesla, a look at Grok’s new abilities could be a first look at what we’ll soon be able to experience in our Teslas.