FSD Beta Numbers And Everything Else Revealed At Tesla's Q2 Earnings Call |

Yesterday Tesla held its second quarter earnings call. Although Elon Musk has previously said he wouldn't be on earnings calls in the future, he did make this one.

As with previous earnings calls, plenty of data and statistics were revealed relating to production, future products, and FSD Beta.

Below is a recap of the entire event, including the Q&A session. The recap was originally posted to dburkland.com.

You can also listen to the earnings call below. The call begins at the 11 minute mark.

You can follow Dan Burkland on Twitter at @DBurkland.

Tesla CEO Elon Musk says that the company is interested in making its own HVAC system for homes. "It's on the future product list," says Elon.

Tesla is known for having remarkable air quality inside their electric vehicles. They went as far as integrating large HEPA filters into most of their models, which Tesla calls Bioweapon Defense Mode.

The HEPA filter removes 99.97% of dust, pollen, mold, bacteria, and any airborne particles with a size of 0.3 microns (µm). The filter is adapted into an efficient HVAC system to prevent decreasing the vehicle's range.

Last year, when Tesla announced a software update to make the Model S HVAC system quieter, Elon was asked about Tesla making a home HVAC system, to which he replied:

"Oh man, home HVAC that is super energy efficient, quiet & purifies the air would be great. We developed it for the car, but it can be scaled up for home use."

Residential HVAC is a product that Elon has been talking about for years and really wants Tesla to manufacture in the future. More recently Elon said that it is on Tesla’s list of future products.

It’s on the future product list. Especially important in places like Austin, which has next-level amounts of pollen in the air.

Back in 2020, Elon Musk spoke about his desire to create a "super efficient" HVAC system for homes.

HVAC and AI seem to be two areas that interest Elon. Last year Elon said that Tesla would look into adding an AI-based HVAC system into their vehicles (and now possibly into homes).

The system could take environmental readings into account such as the air quality in the area, whether the car is in stop-and-go traffic, and automatically control car features that would improve the air quality inside the car.

The car could automatically enable air circulation or even turn on Bioweapon Defense Mode.

Tesla is working on many other projects right now and the HVAC is not in an advanced stage of development yet. It is unknown when Tesla will officially unveil an HVAC system but this news confirms that the HVAC system is in fact on a "list of products" and can be expected in the distant future.

I’m dying to do super efficient, quiet home HVAC with HEPA & water distillation. It’s weird, but I really want to do it.

Tesla’s beginning to integrate Starlink internet to Supercharger locations around the US.

The addition of Starlink satellite dishes at Supercharging locations will provide users with a faster internet experience in most cases, while also saving Tesla money by reducing their cellular bandwidth costs.

Currently, owners who are paying $9.99 per month for Premium Connectivity are able to use the car's built-in LTE connection, which uses AT&T’s network (in the U.S.), to watch Netflix, YouTube, or TikTok in their vehicle.

Those who don’t pay for Premium Connectivity can use a mobile hotspot to stream movies, TV shows, and cat videos on TikTok.

However, since Tesla's Starlink costs are minimal, it'll be interesting to see if Tesla includes free music and video streaming to everyone while Supercharging. This could provide Tesla with yet another advantage when compared to other charging networks.

Downloading new software updates also requires a WiFi connection in most cases, so vehicles connecting to Starlink at Superchargers will enable them to automatically download and install the latest software updates.

Owners are reporting that their vehicles are automatically connecting to Starlink once they park at supported Superchargers.

Tesla has been relatively quiet about this change, besides Musk saying that Superchargers will have WiFi in the future.

The experience is completely transparent to users, as their vehicle will automatically connect via WiFi instead of using their cellular network.

It’s unclear what up and down speeds the Starlink service is providing at the Superchargers since these speeds vary depending on location.

According to Ookla, the company that owns SpeedTest.net, “Starlink speeds increased nearly 58% in Canada and 38% in the U.S. over the past year.” The median download speed of Starlink in the US in Q1 2022 was about 90.55 Mbps, while the upload speed was 9.33 Mbps. The upload speed dropped 33% from the previous year.

However, these speeds are likely to be improved as SpaceX adds additional Starlink satellites.

With such limited information about the addition of Starlink to Superchargers, it’s hard to gauge how this integration will evolve over the coming months.

Tesla may be rolling Starlink out slowly to test how the fleet connects and utilizes the internet, while also mitigating congestion for multiple vehicles connecting to the same network at any given location.

Tesla may even offer Starlink internet service as an additional service or include it as part of Premium Connectivity that would allow someone to use it for other devices. This type of service could allow you to work in your vehicle while charging.

Tesla is set to open the Supercharging network to non-Tesla vehicles in the US later this year. It’s already available in other countries like Norway, France, Spain, Sweden, and Finland, among others.

View the release notes for the upcoming version 2022.20.6.

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