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Tesla shareholders have voted for the questions they want to ask Elon Musk and Tesla’s management at the upcoming earning results this week. The questions have something in common: they are primarily about failed promises.

It should be interesting to see Elon Musk skate around all those questions.

Tesla is going to release its Q4 2024 and full-year 2024 financial results on Wednesday after market close.

After the release of the results, Tesla will hold a conference call where it will take questions from Wall Street analysts and Tesla shareholders.

The shareholders can vote on the questions to be asked on the Say Technologies platform.

Here, I’ve included a list of the most upvoted questions, and I’ve found a common thread: most of them involve failed promises.

Unsurprisingly, the first question is about “unsupervised full self-driving” (FSD). It’s on top of most Tesla shareholders’ minds as CEO Elon Musk himself claims that Tesla is worthless if it can’t deliver on self-driving – something Musk said would happen by the end of every year for the past 5 years.

Musk’s latest timeline for unsupervised FSD was communicated during Tesla’s last earnings when he claimed Tesla would launch “unsupervised FSD in California and Texas around Q2 2025”.

With the timeline approaching fast, shareholders are asking whether or not it’s still happening:

Is unsupervised FSD still planned to be released in Texas and California this year? What hurdles still exist to make this happen?

As we recently reported, the latest data about FSD shows that Tesla is at fewer than 500 miles between critical disengagement, while the head of the FSD program recently said that unsupervised should achieve a disengagement equivalent to the human collision rate: 1 every 670,000 miles.

It’s also possible that Tesla will release a smaller geo-fenced fleet of self-driving vehicles instead of its broader promised unsupervised self-driving for its customer fleet. In that case, it would require lesser performance, but it would still need a roughly 50x increase over the current performance.

The second most upvoted question is about Optimus:

When will Tesla start selling Optimus and price?

Last year, Musk said that Tesla should use its Optimus humanoid robot more inside the company in 2025 and sell it to third parties in 2026.

The next question is about Musk giving equity access in his private companies to Tesla shareholders:

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 investor.

That’s something that he has been talking about for years with SpaceX, but he never made it happen.

Tesla shareholders are also upvoting a question about making FSD transfer permanent:

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.

This has been asked several times on Tesla earnings call and Musk has always said no. He prefers using a “transfer window” as demand triggers rather than doing the right thing and letting people transfer the software package that they paid for, but Tesla never fully delivers.

I wrote a whole article about this last weekend, explaining how Tesla is doing the wrong thing here.

The next question is about cheaper Tesla vehicles:

Is there a new affordable Tesla model coming soon?

This is something Tesla has been promising for years, but Musk has steered Tesla away from it. He canceled Tesla’s planned “$25,000 model” – saying that it was useless amid self-driving.

Over the last few years, he had Tesla focused on the Cybertruck and Robotaxi instead.

More recently, Tesla had to course correct amid declining sales and they announced two new cheaper models based on Model 3 and Model Y that are supposed to come in the first half of 2025. That appears to be what the shareholders want an update on with this question.

Next, they want to know the status of the Tesla Semi:

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

Tesla Semi is one of Tesla’s most delayed vehicle programs. It was first unveiled in 2017 and it was supposed to go into production in 2020. It then entered into a low-volume pilot production in late 2022, and it is only now expected to go into volume production next year.

The start of production at the new factory for the electric truck is expected by the end of 2025.

The next question is about HW3 computers:

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?

For almost a year, we have been reporting that HW3 computers have reached their limits. At the last earnings call, Musk finally admitted it might be true.

Since then, HW3 vehicles have fallen further behind HW4 vehicles, but there’s no plan for a retrofit in sight.

The last question asked whether Tesla is giving up on the solar roof:

Has Tesla given up on ramping their solar roof product?

That’s a fair question. Musk once said that Tesla would produce 1,000 new solar roofs per week by the end of 2019, but by 2022, our data pointed to about 23 solar roofs per week.

Tesla has since stopped even reporting its solar deployment.

Electrek’s Take

I predict that Tesla will double down on Optimus with this earnings call and/or announce or unveil their cheaper vehicles.

Optimus gets a lot of flak, but I think Tesla can solve humanoid robots before it can solve self-driving. There’s value in humanoid robots, not nearly as much as Elon claims, as it is often the case, but I think they will start leaning more on that to wow investors than self-driving.

The only other things that meaningfully drive earnings are cheaper vehicles. Tesla previously said that those would launch in the first half of 2025 so they are basically due to be unveiled. I would expect something to be announced on that front.

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Maximizing fleet efficiency and ROI with telematics integration [update]

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Maximizing fleet efficiency and ROI with telematics integration [update]

Even without clean fleet tax credits and cash-on-the-hood incentives, fleet managers are working hard to maximize their ROI on vehicle assets and reduce their total cost of ownership – and they’re increasingly turning to data‑driven telematics solutions to help.

Telematics use data gathered from sensors embedded in a vehicle to monitor its operations. When collected and interpreted correctly, that data can be used to improve fleet safety, boost operational efficiency, and enable predictive maintenance that reduces (if not eliminates) unexpected downtime. Those are real benefits, with some analysts showing up to 30% savings in repair costs even before you factor in the fuel savings from EVs that, according to MAN CEO Alexander Vlaskamp, will cover the added cost of a BEV in less than three years.

As you can imagine, that’s a big business – and the global market for vehicle telematic platforms is projected to reach an impressive $127 billion in the next decade, and the rush is on to get OEMs like Ford (through Ford Pro) and Volvo (who has a deal with Geotab) to integrate digital solutions into their vehicles.

We originally covered these topics back in February, ahead of the ACT Expo. You can read that original article, below, and let us know what you think of the OEMs’ telematics’

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Einride orders electric truck fleet from Peterbilt
Image via Einride.

Last month, Geotab signed a deal with Volvo Group to integrate the manufacturer’s vehicle data API into Geotab’s telematics platform. It’s the latest in a recent onslaught of such deals between telematics providers and OEMs that begs the question: what’s in it for the OEMs?

Almost all modern cars and trucks are “connected” in some way. Ford, for example, began fitting the FordPass Connect modem on all its vehicles in the 2020 model year, and the vehicle (and driver) data gathered powers the Ford Pro fleet management platform and enables offerings like the company’s E-Switch Assist, which enables Ford fleet managers to identify which of its ICE-powered F-150 and Transit assets are ready to make the switch to EV.

“Smart tools informed by data like E-Switch Assist are opening up many new conversations with our commercial customers large and small about EV readiness; we’re already using E-Switch Assist regularly in consultations to help organizations determine if electric trucks and vans are right for them,” says Nate McDonald, EV strategy and cross vehicle brand manager at Ford Pro. “The importance of these tools and technologies goes beyond selling a customer a new vehicle—it changes mindsets about whether electric vehicles will work for their business while potentially saving them time and money.”

So, it makes sense for manufacturers to build that connectivity into their vehicles and makes even more sense to use that data connection to populate a fleet management dashboard that makes it painless for fleet managers to monitor their assets within a trusted ecosystem. Think Android vs. iPhone, and the pain that would go into switching from one to the other after a decade or so of constant interaction – because that’s how the OEMs are looking at it.

Why, then, would an OEM open up that data stream to a third party like Geotab?

The answer, presumably, is that that data sharing is a two-way street: the manufacturer’s are opening up their APIs to Geotab, and Geotab is sharing at least some of the data from other manufacturers with their industry partners.

And Geotab has a lot of partners:

All of those players are convinced that the data coming from their vehicles can produce enough value to seriously impact fleet ROI.

Fleet managers seem convinced, too. In a recent McKinsey survey, nearly 57% of EV buyers said they were willing to switch brands in order to get better connectivity features. And, if you’ve ever worked in “a Ford shop” or “a Chevy shop” you already know what a huge that deal that number might be to an OEM.

McKinsey connectivity survey


BEV buyers’ willingness to switch brands; via McKinsey.

In that point of view, working with a trusted, universal platform like Geotab who doesn’t have a dog in the vehicle sales fight makes sense. If the Ford Transit the fleet buyer is looking at plays well with their fleet auditing software and systems and the Nissan NV doesn’t – well, it doesn’t really matter if Nissan’s fleetail guy is giving you a better deal at that point. It’s just too painful to operate a second dashboard for one subset of assets.

The man-hours saved with a universal and brand agnostic fleet management platform may not be the easiest to trace all the way to the bottom line, but they’re there.

Additionally, the Geotab dashboard can be configured to collect and even analyze data that’s specifically relevant to EVs. Information like charging history, and regenerative braking efficiency, and overall battery health – data that, over thousands of vehicles, can give fleet managers real insight into how long the new electric vehicles they’re considering will last compared to the gas and diesel vehicles they have experience with.

Geotab research shows that EV batteries could last 20 years or more if they degrade at an average rate of 1.8% per year, as we have observed.

According to our data, the simple answer is that the vast majority of batteries will outlast the usable life of the vehicle and will never need to be replaced. If an average EV battery degrades at 1.8% per year, it will still have over 80% state of health after 12 years, generally beyond the usual life of a fleet vehicle.

GEOTAB

Telematics integrations can also help optimize a fleet’s charging schedules, both by scheduling EV charging for lower priced, off-peak hours and by identifying the most dependable high-speed charging stations along regular routes to minimize down time for both vehicles and drivers.

Finally, these data-driven platforms can provide fleet managers tools for tracking and reporting things like carbon emissions and overall energy consumption, which can streamline ESG reporting processes and make it easier for the worker bees to get regulators, administrators, and managers the sort of charts, tables, and graphs they love.

Something like that, anyway.

You can check out my Quick Charge with Nate McDonald, EV strategy and cross vehicle brand manager at Ford Pro, who explores how Ford’s in-house telematics can help fleet managers decarbonize, and head over to Geotab to find out more about their brand agnostic fleet management dashboard, below. Enjoy!

EV or gas – which is right for you?


SOURCES: Fleet Europe, Ford Pro, Geotab, McKinsey; add’l links in article.


If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them. 

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Giddyup: Polestar picks up $600 million in fresh funding

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Giddyup: Polestar picks up 0 million in fresh funding

Geely-backed performance EV brand Polestar has had some troubling times in recent months, but its future is looking a whole lot better after the company secured a $600 million loan facility to help it keep on keepin’ on.

Despite vehicle sales picking up in 2025 on the strengths of the Polestar EV brand’s Swedish sensibilities, cutting-edge Chinese EV tech, and Volvo-aided safety specs, the company’s financial picture has been anything but rosy, with the threat of having its stock delisted from the NASDAQ looming large at several points.

In a vote of broader confidence and better times ahead, Volvo’s parent company Geely Sweden Holdings AB is backing the brand with more than half a billion dollars of fresh funding to extend its operational runway:

Polestar, as borrower, entered into a credit agreement with a wholly owned subsidiary, as lender, of Geely Sweden Holdings AB in relation to a subordinated term loan facility of up to USD 600 million, of which the last USD 300 million would require lender consent based on Polestar’s future liquidity needs. The term loan facility is available to Polestar for general corporate purposes.

POLESTAR

The new funds are just the most recent part of a big week for Polestar – one that saw the Polestar 4 recently begin deliveries to its first North American customers, and recent upgrades to the Polestar 3 have made that car a viable V2G/V2x offering in Europe, as well. With that in mind, it’s no wonder that Geely wants to see how this all plays out.

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The company has four models in its current line-up on sale in 28 countries, along with additional planned models that include the Polestar 7 SUV (set to be introduced in 2028) and the Polestar 6 coupe/roadster.

Electrek’s Take


Polestar 4 deliveries
Polestar 4; via Polestar.

Product-wise, at least, it’s hard to argue that Polestar’s future appears to be anything but bright. The new Polestar 3 crossover is a viable competitor to the industry-leading Tesla Model Y, and the upcoming Polestar 4 and 5 models seem like winners, too. To drive that point home, Polestar is promoting up to $18,000 in incentives to lure in Tesla buyers.

You can find out more about Polestar’s killer EV deals on the full range of Polestar models, from the 2 to the 4, below, then let us know what you think of the three-pointed star’s latest discount dash in the comments section at the bottom of the page.

SOURCE: Polestar.


If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them. 

Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

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The backup battery choice you didn’t know you had: natural gas fuel cell

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The backup battery choice you didn’t know you had: natural gas fuel cell

Whether it’s to keep the lights on after a natural disaster or just to avoid peak energy rates, more people than ever are adding battery energy storage to their home solar systems — but li-ion batteries aren’t the only option. The new WATT Fuel Cell uses the natural gas connection your home already has to generate power when you need it.

Technically a solid oxide fuel cell, the WATT unit turns the natural gas in your home into electricity without combustion, relying instead on a chemical reaction between the natural gas and oxygen in the air to create an electric current in a way that’s conceptually similar to a hydrogen fuel cell, but that makes use of a more readily available (and far cheaper) fuel source to generate power while producing far fewer harmful emissions than a conventional generator.

How it works


By WATT Fuel Cell.

The company’s latest offering, the WATT HOME system, recently achieved certification at a 2 kW power rating, marking an important step on the company’s commercialization roadmap as it races to meet market demands for a natural-gas-powered backup solution to guarantee uptime in outage-prone regions.

This week, the company marked another major milestone by installing the of its first 2 kW WATT HOME solid oxide fuel cells (SOFC) at the Edward M. Smith National Career and Life Skills Development Center, Hope Gas’ new state-of-the-art training facility in Clarksburg, West Virginia – but the news doesn’t end there.

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The company plans to take advantage of the new 30% ITC benefit (a federal tax credit that lets homeowners deduct 30% of the cost of qualifying clean energy systems, which now includes natural gas) under the One Big Beautiful Bill Act to help drive sales, with installations beginning in Hope Gas’ utility territory in Q1 of 2026.

“The WATT HOME system’s new 2 kW certification … validates the performance capabilities we’ve engineered for years and strengthens our competitive position as we move into multi-year deployment with Hope Gas,” says Caine Finnerty, WATT’s CEO and Founder. “With the ITC benefit, we anticipate accelerated adoption and substantial value for customers, utilities, and investors.”

The gas fuel cell can send power directly to the home’s panel, keeping the lights on directly, or perform the same function as a solar panel, sending power to a battery where it can be stored for later use.

Keep in mind, though – this isn’t a zero emissions option the way a solar + battery solution is. This is very much a fossil fuel-powered solution that gives off carbon and nitrous emissions, and the only reasons we’re talking about it are:

  • the tech is kind of cool
  • I didn’t know these existed
  • it is objectively cleaner than a conventional ICE generator

That said, while solar is still the better solution in an ideal world, a WATT HOME fuel cell might be a better option in situations where rooftop space is limited (or nonexistent), such as condos or vertically-designed townhomes. In those scenarios, solar panels are unlikely to generate a meaningful amount of electricity, but a fuel cell that can tap into the buildings’ existing natural gas lines to provide reliable backup power if the grid fails.

That makes the fuel cell an attractive option for residents in multi-unit buildings, older historic neighborhoods with strict aesthetic rules, or any building where adding solar panels aren’t feasible, but a low-emission, low-noise backup solution is still needed.

The better question, then, isn’t is it better than solar – it’s is it better than solar for you? If you’re in West Virginia, you might be able to find out in just a few weeks. In the meantime, watch WATT’s own explainer video, below, then let us know what you think of the idea of a natural gas fuel cell in the comments.

Powering your home with a fuel cell


SOURCE | IMAGES: WATT, via PRNewswire.


If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them. 

Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

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