10.12.17 – New Model 3 Production Video, TSLA Short Interest Update, Autopilot Take Rates, Autonomous Driving Regulation in CA
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 12 October 2017
⏱️ 12 minutes
🧾️ Download transcript
Summary
In this episode:
– Elon posts a new video of the Model 3 production line and what it indicates for production rate
– TSLA short interest update
– Enhanced Autopilot and Full Self-Driving option take rates
– California proposes updates to autonomous vehicle regulations within the state
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.12.17 – New Model 3 Production Video, TSLA Short Interest Update, Autopilot Take Rates, Autonomous Driving Regulation in CA appeared first on TechCast Daily.
Transcript
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| 0:00.0 | Hello and welcome to the Thursday October 12th |
| 0:09.6 | 2017 edition of Tesla Daily Unofficial Tesla Podcast. |
| 0:13.0 | My name is Rob Maower. |
| 0:14.0 | Today we're talking about Model 3 production, |
| 0:16.0 | Tesla Short Interests, and a couple of bits of news on autonomous driving. |
| 0:19.0 | Tesla Stock on Wednesday closed down 0.28% to $3.54 and 60 cents this compared to the |
| 0:24.8 | NASDAQ up 0.25% Supercharger network update we are at 1,018 |
| 0:29.8 | supercharging locations still. In continuation from the story that we saw on Tuesday, |
| 0:34.6 | kind of about Model 3 production |
| 0:36.1 | and how the Wall Street Journal and other publications |
| 0:39.2 | had been accusing Tesla of building things by hand. |
| 0:41.2 | We have another response from Elon basically showing more parts of the |
| 0:44.7 | Model 3 production happening. Late last night, Elon posted a video on Instagram showing the |
| 0:49.0 | stamping machine for the model 3 body panels and it appears to be running at a pretty good speed. |
| 0:53.7 | Each panel in the video is being stamped at about 3.7 seconds per panel. |
| 0:58.4 | If this was operating all day at this rate, that would give you about 23,000 panels per day. So that would be the maximum output, however, of course, not all the body panels are the same, |
| 1:06.4 | so at some point the stamp needs to be changed out to stamp a different body panel. |
| 1:10.4 | I'm also not sure if Tesla operates any of their production processes 24 hours a day, 7 days a week. |
| 1:16.0 | So just for the sake of some of the ballpark math that we're going to do here, I'm going to assume that they just have 2 8 hour shifts a day day so 16 hours a day and then again if we |
| 1:24.0 | just assume ballpark that half of that time is spent adjusting the machine to |
| 1:28.9 | stamp different panels or things like that maybe one day it stamps for 16 hours then the next day it is down |
| 1:35.2 | for the entire day swapping panels or things like that. So if we just assume 50% |
... |
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