Musk Responds to Concerns of Demand and Twitter

Tesla demand and reputation are on the rise, as well as the stock

Tesla

Tesla's fourth quarter and 2022 numbers beat expectations, and the company is stronger than ever, but convincing nervous investors is a tough sell. A significant stock sell-off saw Tesla lose 70 percent of its value last year, and critics predict doom. Even some hardcore Tesla fans harshly criticized Elon Musk, demanding the board step in. But these negative narrative headlines don't show up on Tesla's bottom line.

Musk took over Twitter in October of 2022, and not long after that, Tesla's stock started to spiral downward. It certainly didn't help that Musk was selling many of his Tesla shares to pay for Twitter, and the overall market was turning bearish. However, many linked Musk's takeover of Twitter and subsequent controversial tweets as having a detrimental impact on Tesla.

Twitter is Helping Tesla's Brand

An investor question during the quarterly call cited brand damage due to partisan tweets and asked how any brand image would be mitigated. Of course, Musk, who has changed his Twitter handle to Mr. Tweet, knows all about the condemnation of his actions on Twitter. It seemed he was waiting to unleash his response. "Well, let me check my Twitter account," said Musk, "Okay, so I've got 127 million followers. It continues to grow very rapidly. That suggests that I'm reasonably popular."

But it's not just the number of followers; Musk will surprise people daily when he randomly joins a conversation. "I'm the most interactive account, social media account, I think, maybe in the world, certainly on Twitter, and that's actually predated the Twitter acquisition. So I think Twitter is actually an incredibly powerful tool for driving demand for Tesla... So the net value of Twitter, apart from a few people who are complaining, is gigantic, obviously."

Tesla Demand Increasing

Musk encourages others, including his competition, to use Twitter to drive demand for their products because he has seen demand jump to new levels at Tesla. "The most common question we've been getting from investors is about demand. I want to put that concern to rest. Thus far in January, we've seen the strongest orders year-to-date than ever in our history. We currently are seeing orders at almost twice the rate of production."

2023 Price Fluctuations

That demand may have been sparked by Tesla's considerable price drops globally. In fact, the demand is so high the company has already raised the price of the Model Y in a few regions. According to Tesla's CEO, Zachary Kirkhorn, the company will continue to look for price adjustments, "As we look towards 2023, we are moving forward aggressively leveraging our strength and cost." Kirkhorn says Tesla is "holding steady on plans to rapidly increase volume, while improving overhead efficiency, which is the most effective method to retain strength in our operating margins.

While Kirkhorn admits the cost reduction will impact the operating margin in the short term, the company believes the long-term outlook remains strong, especially as the world transitions to a deflationary environment, where costs are likely to come down.

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Tesla’s New Signal Viewer Panel in Service Mode+ Allows You to View Real-Time Data

@scotsrule08 on X

Tesla’s latest software update, version 2025.2, brings new features to Service Mode, continuing the trend of improving in-vehicle diagnostics.

Currently, this feature is only available for vehicles with AMD Ryzen infotainment systems and requires Service Mode+, which is a subscription service aimed at technicians. Intel-powered vehicles aren’t supported yet, but we expect this feature to roll out to them as well unless hardware limitations prevent it.

Thanks to Spencer for providing an image of the panel in action.

Signal Viewer Panel

While update 2025.2.6 adds four service mode improvements, including updates to brake burnishing, charge port calibration, and noise recording panel improvements. In this article, we’ll focus on the new signal viewer panel.

This new panel offers a live data feed from selectable vehicle sensors. You select the signals you’re interested in and it’ll plot the signal on a graph. In addition to allowing you to view real-time signal data, it also allows you to record them.

The signals are searchable and can be easily added or removed from the panel. You can track up to 10 sensors, and the UI allows three of them to be viewable at once.

However, this is Service Mode and it’s more than just pretty looks. You can really dig down into these charts. You can pan them left and right through time, and tapping a specific point shows the exact value of that signal. The panel also supports pinch-to-zoom, enabling you to adjust the time scale across all panels simultaneously.

This feature is exclusive to Service Mode+, which requires a subscription to Tesla’s ToolBox3 software and a connection to a computer. It’s designed to help technicians diagnose issues related to signal quality, noise in the vehicle’s electrical systems, and signal variance in components during driving.

We’re excited to see Tesla’s continued focus on repairability, especially with additions like the Cybertruck’s Interactive Wiring Diagram and the launch of the Tesla Online Parts Catalog, which lets customers purchase parts directly.

Plus, with the reduced cost of ToolBox 3 subscriptions, even DIY enthusiasts now have access to tools that make Tesla repairs more accessible.

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Tesla Introduces New Model Y Variants in Europe; Ends Launch Series

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Tesla has updated its Model Y lineup in Europe, introducing new standard configurations while discontinuing the limited-edition Launch Series. With the new variants now available, European customers will have more choices and cheaper options to pick from.

The Launch Series and some of its exclusive features will no longer be offered—except in the UK, where it remains available alongside the new lineup.

New Models Introduced

Tesla’s new Model Y lineup in Europe includes three main variants. The prices vary slightly from country to country.

• Rear-Wheel Drive (RWD): Priced at €44,990, this model is the most affordable new Model Y, but it also has the shortest range and is missing a few features available on other trim levels.

• Long Range Rear-Wheel Drive (LR RWD): Available for €49,990, this version is essentially the same as the RWD model, but with a larger battery. It has seen a €1,000 price increase compared to the outgoing Long Range RWD model.

• Long Range All-Wheel Drive (LR AWD): At €52,990, this model has seen a price drop of €2,000, making it a better deal than the previous LR AWD Model Y. This is also the only new Model Y to come with most of the same features as the Launch Series, including additional speakers, a subwoofer, premium materials inside the cabin and improved acceleration. Acceleration boost should also become available for this model, letting it match the performance of the Launch Series.

All Model Y variants come with all the improvements that we’ve discussed about the new Model Y, including the new front and rear light bars, improved aerodynamics, ventilated seats, improved heat and sound isolation, and the 8-inch rear touchscreen. Some exclusive options, like the Midnight Cherry Red paint, appear to no longer be available. However, Tesla has already said that they’ll be introducing new paint options for the Model Y in North America.

Compare Model Y Variants

Here’s how the various Model Y variants compare to each other:

Launch Series Ends

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The Launch Series, which debuted just weeks ago in Europe, has now been phased out. This limited-edition model was priced at €60,990 and included a suite of premium features comparable to a bundle deal you may find with other products. It came equipped with Full Self-Driving (FSD), Acceleration Boost, and exclusive badging on the rear liftgate, door sill plates, and puddle lights.

While the Launch Series is no longer available for new orders in most European countries, customers can still get a similar vehicle by opting for the Long Range AWD model and manually adding premium features like FSD. Acceleration Boost, which was standard in the Launch Series, is expected to become available for purchase once these vehicles are delivered or soon afterward. However, some exclusive elements, such as badging and trim details, will remain unique to the discontinued edition.

For now, the UK remains an exception, still offering the Launch Series alongside the newly introduced models.

Performance Model Still to Come

With Tesla now introducing the expected variants of the refreshed Model Y, one notable absence is the Performance model. While the Launch Series was fast due to the Acceleration Boost addon, there’s no doubt the Performance version will be in a league of its own.

What we saw Tesla do with the 2024+ Model 3 Performance variant was more than just using binned motors. The vehicle featured unique bumpers, a spoiler, an improved suspension, sport seats, Track Mode V3 and other features that made the vehicle stand out compared to the Model 3 AWD.

The Performance version of the new Model Y is expected to become available later this year, however, expect it to carry a $5-$8k premium over the AWD model.

Other Regions to Follow

As Europe phases out the Launch Series, other regions are expected to see similar changes. With the other models now revealed, owners in other regions have a better idea of whether they should buy the Launch Series or wait for the additional models to arrive.

Tesla naturally adjusts its offerings based on market demand, and if sales of the Launch Series remain strong in other parts of the world, Tesla will likely wait it out a little longer before offering the other models.

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