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- Mexico Develops Own EV - China Car Sales Grow in September - Baidu Robotaxi Beats Tesla Cybercab To Market - Fisker Gets Server Deal, Can Pay Creditors - Toyota To Support Haas F1 - Kia Recycles Ocean Plastic - Renault 4 EV Debuts at Paris Auto Show - Alpine Unveils Electric Lineup - Skoda Enyaq EV Gets Rally-Car Treatment - Lynk and Co Shows Off Its Version of Volvo EX30 - Citroen Ami Gets Off-Road Face Lift - BMW Partners with Toyota For FCEV in 2028
- Mexico Develops Own EV - China Car Sales Grow in September - Baidu Robotaxi Beats Tesla Cybercab To Market - Fisker Gets Server Deal, Can Pay Creditors - Toyota To Support Haas F1 - Kia Recycles Ocean Plastic - Renault 4 EV Debuts at Paris Auto Show - Alpine Unveils Electric Lineup - Skoda Enyaq EV Gets Rally-Car Treatment - Lynk and Co Shows Off Its Version of Volvo EX30 - Citroen Ami Gets Off-Road Face Lift - BMW Partners with Toyota For FCEV in 2028
Three major Japanese automakers respectively reported new vehicle sales declines in China in January-June, with their combined sales in the six-month period falling 12.9pctfrom a year earlier.
- Chinese EV Makers Got $230 Billion In Subsidies - China Sales Down, NEVs Up - Canada Considers China Tariffs - BYD to Create 10,000 Jobs in Mexico - BYD Selling Car Insurance - Bugatti's Over-The-Top Tourbillon - Nio Unveils 4th-Gen Swap Stations - BMW Scraps $2B Northvolt Deal - ZF Airbag for Level-3 Cars - Porsche Opens Full Scale Climate Wind Tunnel
- Chinese EV Makers Got $230 Billion In Subsidies - China Sales Down, NEVs Up - Canada Considers China Tariffs - BYD to Create 10,000 Jobs in Mexico - BYD Selling Car Insurance - Bugatti's Over-The-Top Tourbillon - Nio Unveils 4th-Gen Swap Stations - BMW Scraps $2B Northvolt Deal - ZF Airbag for Level-3 Cars - Porsche Opens Full Scale Climate Wind Tunnel
- Tesla Owners Get Free FSD For a Month - Fisker Headed Toward Bankruptcy - China Price War Going Into Round 2 - China Sales Forecast to Slow This Year - VW R Will Develop Performance Electrics - Genesis Shows Extreme Luxury and Sporty Concepts - Toyota Rushes EV Pickup for Thailand - New Porsche Suspension is "Mind Blowing"
- Tesla Owners Get Free FSD For a Month - Fisker Headed Toward Bankruptcy - China Price War Going Into Round 2 - China Sales Forecast to Slow This Year - VW R Will Develop Performance Electrics - Genesis Shows Extreme Luxury and Sporty Concepts - Toyota Rushes EV Pickup for Thailand - New Porsche Suspension is "Mind Blowing"
➤ New video posted by SpaceX offers evidence relating to a Wall St. Journal report on Elon Musk ➤ New China sales data ➤ Giga Mexico report ➤ Model 3 Highland briefly appears on Tesla US site ➤ Advertising discussion ➤ Honda announces Series 0 EVs X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Major updates on NACS and Tesla charging efforts ➤ Tesla opens more Cybertruck order invitations ➤ China sales surge ➤ Interesting new job postings ➤ Giga Mexico updates ➤ Tesla to increase pay at Giga Nevada ➤ New study on accident rates ➤ Audi tempers EV plans X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla pushes back on Autopilot report from the Washington Post ➤ November CPI ➤ China sales updates ➤ Whistleblower adds to prior claims ➤ Early Cybertruck owner shares thoughts ➤ Tesla expands to new country ➤ Tesla shares Megapack uptime ➤ Panasonic announces Sila partnership X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Munro interviews Musk: https://youtu.be/ky1Z2klPalw ➤ New comments on next-gen vehicles, Cybertruck ➤ EPA publishes Cybertruck certification report ➤ China sales continue to rise ➤ Tesla adjusts tax credit language for Model 3 X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ First Cybertruck reviews are in after the delivery event ➤ Cybertruck compared to other EVs ➤ Tesla offer additional discount to reservation holders ➤ Massive new Tesla Energy project ➤ Supercharger v4 expansion ➤ New firmware features ➤ Tesla China sales ➤ New Cybertruck merchandise ➤ Ford reports November sales ➤ Calendar Hagerty review: https://youtu.be/L6WDq0V5oBg Hagerty podcast: https://youtu.be/NjIPEtegPt4 Top Gear review: https://youtu.be/uefydJUbRhc MKBHD review: https://youtu.be/XxOh12Uhg08 MKBHD podcast: https://youtu.be/CF7msB1CgyM Comparison chart: https://docs.google.com/spreadsheets/u/1/d/e/2PACX-1vTGY_3Jq7pen0yV8Cq4fUko-48FGZ6ufPNkfDqw5zgxFrkxP-Wl-NY4i_GnAQAX8q96JxQBRNFvROVM/pubhtml X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla reportedly closing in on agreement relating to next factory ➤ Indonesia comments on investment plans ➤ Tesla raises Model Y price in China ➤ China sales update ➤ FSD update ➤ Cybertruck on display on more stores ➤ Supercharger idle fee adjustment ➤ Ford announces updated battery factory plans ➤ Binance CEO steps down ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ New video of Cybertruck bed storage ➤ Musk comments on valuation ➤ Tesla China sales ➤ Tesla expands Puerto Rico VPP ➤ Megafactory flyover shows Megapack stockpile ➤ Toyota lowers EV targets ➤ Ford US sales decline ➤ Musk joins AI summit Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
Tu and Lei begin the podcast with a brief discussion about the double holiday being celebrated in China - National Day & Mid-Autumn Festival.Lei then transitions the discussion to September sales and it wasn't very pretty for many EV companies. Tu reminds everyone that new vehicles were just launched by some brands and that those sales vehicles sales wouldn't be reflected until Q4'23.Tu and Lei key in on XPeng and NIO to disuss their particular situations and move onto a few other surprise EV companies whose sales numbers stood out including BYD's continuous solid monthly numbers.Tu and Lei turn their attention to the US market, the current UAW situation and the low take rate that has created more EV inventory than expected for US automakers. Tu and Lei end the podcast with a discussion on the recent Cruise accident in SF and US EV startup INDI EV's bankruptcy that further complicates Foxconn's entry into the EV contract manufacturing space.
➤ Automakers face difficult decisions in new environment ➤ China insured vehicle numbers ➤ Giga Texas updates ➤ New FSD Beta version begins rollout ➤ Tesla adjusts Supercharging prices in Canada ➤ Powerwall 2 price reduction ➤ EU to evaluate EV subsidies ➤ President Biden visits UAW rally Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Updated insured vehicle numbers in China ➤ Texas production discussion ➤ New patent published: https://image-ppubs.uspto.gov/dirsearch-public/print/downloadPdf/11764432 ➤ Model X wait times extended ➤ Megapack timelapse ➤ Shareholder lawsuit update ➤ Wall St. Journal reports on government investigations ➤ Toyota demos casting prototype ➤ UAW update ➤ Neuralink opens trial recruitment Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ New data on Tesla Semi ➤ https://results-2023.runonless.com/truck/?day=1&depot=pepsico&truck=pepsi_tesla1&units=imperial ➤ Tesla reportedly plans to increase Giga Mexico investment ➤ China insured vehicle numbers ➤ US vehicle registration data ➤ Tesla crosses Supercharger milestone ➤ More insight on Robotaxi concept ➤ Ron Baron to be on CNBC Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Details on Musk's plans for Tesla's next-gen vehicles: https://www.axios.com/2023/09/08/walter-isaacson-elon-musk-book-excerpt ➤ Tesla begins Powerwall 3 installations ➤ Parking lot full of updated Model 3s ➤ China sales update ➤ Detroit Auto Show news ➤ FSD visualization ➤ Cybertruck pair spotted ➤ Tesla vehicle family photo ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla has dropped the coming soon qualifier on FSD in the design studio ➤ Updates on China sales, wait times ➤ More news on Tesla's updated Model 3 ➤ Tesla comments on upcoming China Megafactory ➤ Europe surpasses 2022 sales ➤ Tesla opens Giga Berlin shuttle ➤ Update on NEVI funding awards Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla stock continues strong run ➤ Market reacts as new economic data is published ➤ Excellent China sales numbers ➤ Project Highland possibly spotted in Europe ➤ Hardware 4 vehicles begin to receive FSD Beta ➤ NHTSA sends special request to Tesla regarding FSD ➤ Tesla plans to add X app to cars ➤ Musk invited to Senator's AI panel ➤ Megapack pricing discussion ➤ China gasoline usage may have peaked Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla is quietly leading in an under-appreciated market ➤ Tesla reportedly switches up solar strategy ➤ Possible Highland sightings in China ➤ China insured vehicle numbers ➤ Tesla scores highly in customer satisfaction survey ➤ Tesla leases massive space in Texas ➤ Canada and Tesla conversations released ➤ New Yorker publishes article on Elon Musk ➤ Northvolt announces funding Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla adds new charging product to shop ➤ Some states announce National Electric Vehicle Infrastructure funding awards ➤ China insured vehicle numbers ➤ Fisker to adopt NACS ➤ Rivian CEO comments on NACS ➤ Reports on FSD efforts in China ➤ Tesla seeks data center lead for end-to-end design Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Rivian reports Q2 earnings ➤ Tesla China insured vehicle numbers ➤ Tesla China July sales ➤ Third party apps begin receiving official API access ➤ Tesla partners with VPP provider ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ A number of new rumors circulate regarding Tesla Highland production ➤ Apple, Amazon report earnings ➤ China wholesale sales ➤ Fremont tent permit ➤ Tesla advertising update ➤ Cybertruck photos ➤ GM's pricing with Blazer EV suggests deeper struggles Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Volvo agrees to adopt NACS ➤ SAE fast tracks standardization of NACS ➤ Tesla sets record in China ➤ Tesla brand loyalty shows strength ➤ Chargepoint readies NACS ➤ Stellantis announces charging efforts ➤ Tesla ads Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
Bloomberg's Caroline Hyde and Ed Ludlow break down why Micron warns half of its sales tied to China-headquartered clients may be affected by a cybersecurity probe. Plus, Elon Musk and Bernard Arnault hit the town for a power lunch in Paris. See omnystudio.com/listener for privacy information.
➤ Ford CEO Jim Farley explains Tesla's huge lead ➤ Citi, Piper Sandler analyst notes ➤ China May sales ➤ Giga Shanghai increases security ➤ GM CEO Mary Barra discusses EVs ➤ Musk comments on FSD licensing ➤ FSD testing rumors ➤ Tesla adds referral incentives ➤ Panasonic to expand at Giga Nevada ➤ EV credit update ➤ Tesla sets record at Nürburgring ➤ Twitter updates ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
- Detroit 3 Preparing for a Downturn? - Japanese OEMs Getting Clobbered in China - Lordstown on the Brink - BMW Automates Painting and Inspection - Corvette Club Bans Hybrids, Then Backtracks - Mercedes Turns to F1 Team for Help - Gentex and Adasky Team Up - Want a Great Off-Road Adventure? There's an App for That - GMC Intros HD Off-Road Trucks
- Detroit 3 Preparing for a Downturn? - Japanese OEMs Getting Clobbered in China - Lordstown on the Brink - BMW Automates Painting and Inspection - Corvette Club Bans Hybrids, Then Backtracks - Mercedes Turns to F1 Team for Help - Gentex and Adasky Team Up - Want a Great Off-Road Adventure? There's an App for That - GMC Intros HD Off-Road Trucks
➤ Image appearing to show new Model 3 design posted to Reddit ➤ PPI report below expectations ➤ Insight on Tesla's Megapack production rate: https://youtu.be/3T6sSufXPQs ➤ China sales start strong in second quarter ➤ Twitter partners with eToro ➤ SpaceX gets closer to Starship test Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla production plan rumors for next-gen vehicle ➤ Tesla to expand FSD Beta in China? ➤ FSD Beta mileage accelerating ➤ China March sales ➤ Tesla opens in Turkey ➤ Model Y LR expanded to new countries ➤ Price cuts in Australia and New Zealand ➤ Tesla continues searching for litigation team members ➤ Earth Day contest ➤ Brand Finance interview: https://youtu.be/hWi3MpP0Ltg Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla sales are surging in China ahead of quarter end ➤ Contact form: https://forms.gle/FuzXMtUF9swXzj8M6 ➤ CPI comes in higher than expectations ➤ Elon Musk, BYD comment on report ➤ V4 Supercharger update ➤ Tesla releases branding iron ➤ OpenAI releases GPT-4 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Image(s) and/or footage used under license from Shutterstock.com Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ US issues new guidance on EV tax credit, dramatically changing structure ➤ Elon Musk ruled not liable in shareholder lawsuit ➤ Project Highland, Cybertruck prototype commented on by Musk ➤ CPCA releases China January sales ➤ Tesla cuts prices in Taiwan, South Korea ➤ Ford comments on EV profitability Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Lei and Tu start the podcast out with a brief celebration of hosting their 100th episode. They then move to reflecting on 2022's final China sales numbers. Tu articulates how amazing it actually was that China was able to achieve sales of >6.7M units despite all of the challenges including a complete shutdown of Shanghai, the automotive market's single largest market. The convo moves over to Tesla's price cuts, why they did it and what it means for them and their competitors.The pod ends with Tu discussing the current status of the US's Inflation Reduction Act is, what it means and who it will benefit.
➤ Tesla files for new construction projects at Giga Texas ➤ 4680 Model Y showing up in inventory ➤ China sales, production, and insured vehicle reports ➤ Tesla VP again discusses price cuts ➤ German chancellor meets with Tesla and others ➤ Tesla highlight sales success in Europe ➤ Tesla reportedly lowers Supercharging prices in Europe ➤ GM pushes for EV credit reconsideration ➤ The Boring Company update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
- China Sales Up, But Tesla Down - Germans Boost EV Sales Dramatically - Excess Capacity in North America - More Road Lanes Not a Solution - Mazda Uses Wankel as Range Extender - Porsche Offers Classic Rally Wraps - BYD Watch Has Alcohol Detector - Bi-Directional EV Charging is a Money Maker - Peugeot's Inflatable Seats
- China Sales Up, But Tesla Down - Germans Boost EV Sales Dramatically - Excess Capacity in North America - More Road Lanes Not a Solution - Mazda Uses Wankel as Range Extender - Porsche Offers Classic Rally Wraps - BYD Watch Has Alcohol Detector - Bi-Directional EV Charging is a Money Maker - Peugeot's Inflatable Seats
- Chinese Customers Mad at Tesla - GM's China Sales Slide - Acura Gives Up in China - Mercedes 1st W/L3 In U.S. - When Is an SUV Not an SUV? - Mach-E Knob Gets Extra Functions - EPA To Tighten ICE PM Regs - No Yoke for You? Get A Round Wheel - Best New Auto Tech at CES - Rolls-Royce Sets All Time Sales Record
- Chinese Customers Mad at Tesla - GM's China Sales Slide - Acura Gives Up in China - Mercedes 1st W/L3 In U.S. - When Is an SUV Not an SUV? - Mach-E Knob Gets Extra Functions - EPA To Tighten ICE PM Regs - No Yoke for You? Get A Round Wheel - Best New Auto Tech at CES - Rolls-Royce Sets All Time Sales Record
➤ CPCA reports Tesla China's sales for October ➤ Baron Funds possibly interviewing Elon Musk: https://bit.ly/3T5yRKG ➤ Tesla commences Berlin expansion, reportedly preparing third shift ➤ New software update contains ultrasonic sensor replacement code ➤ IDRA shares work on new Giga Press ➤ German Tesla registrations for October ➤ Q3 market share for BEVs in Europe ➤ Goldman Sachs issues report on Tesla Bot ➤ Ford reports October EV sales ➤ Canada tightens foreign investment regulations ➤ Saudi Arabia and Foxconn partner for EVs Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Release notes for FSD Beta 10.69.3 leaked ahead of broader rollout ➤ Tesla China insured units for October ➤ Report on Cybertruck production timeline ➤ Tesla employees reportedly help out at Twitter ➤ Panasonic to begin battery factory construction ➤ Toyota reports earnings ➤ SpaceX launches Falcon Heavy Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Analysts lower price targets, Morgan Stanley comments on demand destruction ➤ Twitter acquisition update ➤ China wholesale sales for September ➤ Tesla Model Y tops sales chart in September ➤ Musk comments on FSD Beta ➤ Rivian recalls most vehicles Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
- Tesla Sets Sales Record, Stock Falls - Tesla Surpasses Subaru, Mazda - Optimus No Match for Boston Dynamics - New Car Sales in China Up Strong - Maserati's First EV Gets 1,200 HP - Genesis GV70 EV Pricing - Mercedes Bullish on India As Export Hub - Hyundai Wants AR In Factories - Danger Signs Flashing in U.S. Car Market
- Tesla Sets Sales Record, Stock Falls- Tesla Surpasses Subaru, Mazda- Optimus No Match for Boston Dynamics- New Car Sales in China Up Strong- Maserati's First EV Gets 1,200 HP- Genesis GV70 EV Pricing- Mercedes Bullish on India As Export Hub- Hyundai Wants AR In Factories- Danger Signs Flashing in U.S. Car Market
➤ CPCA official comments on Tesla's Shanghai sales for August ➤ Tesla continues lobbying in Canada ➤ Piper Sandler increases TSLA price target ➤ California Senate passes bill regarding marketing of ADAS features ➤ Tesla delivers first Model Ys to Japan ➤ AXA apologizes for stunt ➤ Volkswagen unable to meet software target ➤ Cruise issues voluntary software recall Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla announces stock split details after shareholder approval ➤ Shareholder proposal passes despite board recommendation ➤ Takeaways from Tesla's annual shareholder meeting ➤ EV tax credit updates ➤ China July sales report ➤ Elon Musk's countersuit against Twitter Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Munro associate shares more details on the Texas-made 4680 Model Y teardown ➤ Instructions on how to vote for annual meeting: https://ir.tesla.com/shareholders/vote ➤ Preliminary report for Tesla sales in China in June ➤ Rivian ramps up production in the second quarter ➤ Musk comments on FSD timeline for The Boring Company ➤ Sun Valley conference kicks off Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives