Top Investor Questions for Tesla's 2024 Q4 Earnings Call

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Tesla’s Q4 earnings call is coming up, and just like Tesla has done in the past, they’ll be answering popular investor questions during their Q&A session.

The earnings call itself opens up at 5:30 PM EST on January 29, 2025 - and Travis Axelrod, Head of Investor Relations at Tesla, will be heading the event, as usual. Tesla Investor Relations will livestream the event, and we’ll have links available for you once they’re posted.

Q4 2024 Top Questions

Tesla is once again accepting questions for their Q&A portion of the call through Say Technologies. While the Say Q&A question voting isn’t over, some of the most popular questions will likely stick at this point. The current batch of questions is interesting and should provide additional clarity on what Tesla hopes to accomplish in 2025.

Here are the current top 10 questions:

1. Is unsupervised FSD still planned to be released in Texas and California this year? What hurdles must be overcome to make this happen? 

2. Is Optimus now mostly design locked for 2025 production?

3. When will Tesla start selling Optimus and price?

4. Elon has said publicly that long-term shareholders of Tesla will have the ability to invest in his other companies. Could you provide some clarity/color as to what that looks like? Brokerage firms use FIFO, so anyone who trades won’t have the true length of time as an investor.

5. Are there any discussions with other auto companies about licensing FSD?

6. Is it expected that Tesla will need to upgrade HW3 vehicles and if so, what is the timeline and expected impact to Tesla's CapEx?

7. What is the status on mass production of the Tesla Semi? How do you project it will affect revenue at scale?

8. Is there a new affordable Tesla model coming soon?

9. What technical breakthroughs will define "v14" of FSD, given then v13 is photon-to-control?

10. Is the Roadster still launching this year?

Note: We’ve made some grammatical corrections to the above questions to improve readability.

Interesting Questions

There are several other interesting questions that aren’t in the top 10, but making it into the top 10 isn’t a guarantee that Tesla will answer the question during their investor call, but they’ll at least be aware of what’s on investors’ minds.

Here are some of the more interesting questions investors have submitted:

• Can you please tie purchased FSD to our owner accounts vs. locked to the car? This will help us enjoy it in any Tesla we drive/buy and reward us for hanging in so long, some of us since 2017.

• Full voice control of the car, via Grok, will be a huge improvement. Can you elaborate on that functionality and when we will see it in cars?

• When are we going to get the extended battery pack for the Cybertruck, and what is the range?

• When will we see additional states added to Tesla insurance? Can you provide any additional info about the projects status?

• How will Tesla manage having a part-time CEO, with Elon being busy with DOGE, SpaceX, X and others? Is a strong COO, ala Gwynn Shotwell, being considered?

• Can you tell us some of the safety statistics for FSD v13.2 so far? How close is Tesla to achieving 1000 miles per intervention? 10,000 miles? Can Tesla make any safety data/metrics available to investors so we can more accurately track the rate of autonomy progress?

• Can you share the latest developments regarding the integration of dry cathode cells in the Cybertruck?

• When will the lower-cost model launch? And at what price point?

• Is there a supply continuity plan for LFP cell supply in the US pending tariffs or potential Chinese export restrictions - this includes both Megapacks and vehicles.

• Has Tesla given up on ramping up its solar roof?

• What is the status on mass production of the Tesla Semi? How do you project it will affect revenue at scale?

We’ve submitted our own question regarding FSD below:

• Tesla frequently highlights the number of miles between critical interventions as a key safety metric for FSD. Could Tesla consider publishing these figures quarterly to provide investors with greater clarity on FSD's progress?

If you’d like to see our question answered, you can upvote it here, or you can vote on other questions here.

Q&A Submissions and Voting

If you’re interested in seeing everything people have asked or would like to submit your own question, you can do that here. You must be logged into Say, the 3rd party shareholder verification site, with an account, with your Tesla shares linked in order to vote or propose questions. Question submission and voting closes on January 29, at 4:00 PM EST, right before the event.

It does take anywhere from 24-72 hours for your shares to be verified, depending on which institution holds them, so make sure you do that soon.

Once your ownership is validated, you can vote up questions you’re interested in hearing the answer to. Your vote weight is equivalent to the number of shares you have. If you choose to submit a question, your question will have an initial number of votes equivalent to your number of shares.

If you’re not able to join Tesla’s live call, we’ll have a highlight of the earnings call and the Q&A session soon afterward.

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Tesla FSD in Europe: June Update

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The road to bringing FSD to Europe has been a long and complex one and filled with regulatory and bureaucratic hurdles. Elon Musk, as well as other members of Tesla’s AI team, have previously voiced their grievances with the regulatory approval process on X.

However, it appears that there is finally some progress in getting things moving with recent changes to upcoming autonomy regulations, but the process still seems slow.

Waiting on the Dutch

Elon commented on X recently, stating that Tesla is waiting for approval from Dutch authorities and then the EU to start rolling out FSD in Europe. Tesla is focusing on acquiring approvals from the Dutch transportation authority, which will provide them with the platform they need to gain broader acceptance in Europe. Outside of the Netherlands, Tesla is also conducting testing in Norway, which provides a couple of avenues for them to obtain national-level approval.

The frustration has been ongoing, with multiple committee meetings bringing up autonomy regulation but always pulling back at the last second before approving anything. The last meeting on Regulation 157, which governs Automated Lane Keeping Systems, concluded with authorities from the UK and Spain requesting additional time to analyze the data before reaching a conclusion.

Tesla, as well as Elon, have motioned several times for owners to reach out to their elected representatives to move the process forward, as it seems that Tesla’s own efforts are being stymied. 

This can seem odd, especially since Tesla has previously demoed FSD working exceptionally smoothly on European roads - and just did it again in Rome when they shared the video below on X.

FSD Supervised testing in Rome, Italy

Pending regulatory approval pic.twitter.com/TXh3uQIfrx

— Tesla Europe & Middle East (@teslaeurope) June 12, 2025

DCAS Phase 3

While the approval process has been slow, Kees Roelandschap pointed out that there may be a different regulatory step that could allow FSD to gain a foothold in Europe.

According to Kees, the European Commission is now taking a new approach to approving ADAS systems under the new DCAS Phase 3 regulations. The Commission is now seeking data from systems currently operational in the United States that can perform System-Initiated Maneuvers and don’t require hands-on intervention for every request.

This is key because those are two of the core functionalities that make FSD so usable, and it also means that there may not be a need to wait years for proper regulations to be written from scratch. Now, the Commission will be looking at real-world data based on existing, deployed technology, which could speed up the process immensely.

What This Means

This new, data-driven regulatory approach could be the path for Tesla to reach its previous target of September for European FSD. While the cogs of bureaucracy are ever slow, sometimes all it takes is a little data to have them turn a bit faster in this case.

Alongside specific countries granting approval for limited field testing with employees, there is some light at the end of the tunnel for FSD in Europe, and hopes are that a release will occur by the end of 2025. With Europe now looking to North America for how FSD is performing, Tesla’s Robotaxi results could also play a role.

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Tesla Launches 'TeslaVision' Contest With Big Prizes — See Last Year’s Winner [VIDEO]

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Tesla’s marketing has always been relatively unconventional, relying on word-of-mouth rather than traditional advertising. The passion of the owner’s community is always massive, but it is especially high now with the launch of the Robotaxi network just around the corner.

Tesla is now tapping into that spring of fan creativity and announced the TeslaVision video contest, with some seriously impressive prizes up for grabs.

Announcing the TeslaVision fan video showcase

Tesla owners & supporters have always been able to see our products & mission for what they truly are.

Your word of mouth has made Tesla what it is today.

The OGs will remember that in 2017, we held our first video contest. 8 years… pic.twitter.com/6pPpkqmqOH

— Tesla (@Tesla) June 10, 2025

The Contest

The core of the contest is simple. Create a video that shows how your Tesla gives you more in life. Tesla is looking for submissions that highlight themes of freedom, safety, fun, and convenience.

Prizes

The prizes definitely make this contest worth entering if you’re good with a camera and have some basic video editing abilities.

For North America, the prizes include a brand new Model Y AWD Long Range, alongside an all-expenses-paid trip to Austin for a tour of Giga Texas. The grand prize winner will also be able to custom order their Model Y, allowing them to select their preferred wheels and color.

The two runners-up won’t get a Model Y, but they’ll also enjoy an all-expenses-paid trip to Giga Texas for a tour of the factory.

The travel and tour include lodging in Austin for 2 nights, as well as economy-class round-trip tickets from anywhere in North America. Tesla will also provide a vehicle for use during the trip.

Hopefully, these winners will also have the opportunity to experience the Robotaxi network while they’re in Austin, as it’s expected to be opened to the public later this month.

Project Loveday

For long-time followers of Tesla, this contest may feel familiar. The contest is a direct throwback to the 2017 Project Loveday contest, which was inspired by a letter to Tesla from a 10-year-old aspiring marketer. That contest was won by MKBHD, with his submission below:

How to Enter

If you’re ready to start filming, here are the key pieces of information you’ll need to know:

• Video must be 90 seconds or less

• Video must be uploaded to YouTube with a public URL

• Make a post on X and Instagram tagging “@Tesla” and include the words “TeslaVision contest” in the post.

• Provide links to both social media posts in your submission to Tesla’s form

• Provide your personal details in the form

• You have until July 17th, 2025, or until Tesla receives 10,000 entries, whichever comes first.

You can find the official submission form and all region-specific details on Tesla's website.

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