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Tesla Daily: Tesla News & Analysis

100,000 Delivery Target, V10 Wide Release, GF Shanghai News (09.26.19)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tsla, Model3, Technology, News, Tesla, Investing, Tech News, Modely, Business, Models, Modelx

4.8 β€’ 1.1K Ratings

πŸ—“οΈ 27 September 2019

⏱️ 18 minutes

🧾️ Download transcript

Summary

– A leaked email from email suggests possibility of 100,000 total deliveries in Q3
– V10 software release moves beyond early-access program to wider release
– Gigafactory 3 production rumored to start on October 14th

Links:
Email > [email protected]
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post 100,000 Delivery Target, V10 Wide Release, GF Shanghai News (09.26.19) appeared first on TechCast Daily.

Transcript

Click on a timestamp to play from that location

0:00.0

Hello and welcome to the Thursday September 26th, 2019 edition of Tesla Daily on

0:12.1

official Tesla Podcast.

0:13.7

My name is Rob Maower.

0:14.7

Today we're talking about a leaked email from Elon,

0:16.8

discussing Q3 delivery targets, as well as version 10 software going to a wider release.

0:22.4

Tesla stock with a strong day to day on the back of that leaked email

0:25.5

that I was referring to, up 6.06% to $242.56.

0:31.2

So, strong day, but basically back to where we were to begin the week.

0:34.3

Otherwise markets today were pretty red, the NASDAQ finishing down 0.58%.

0:38.8

All right, getting into that leaked email, Electrek this afternoon reporting that they obtained an email from Elon to employees.

0:45.2

They didn't share the entire email unfortunately, but I'll share the parts of the email that they shared.

0:50.1

The first was, quote and this is quoting Elon,

0:53.2

quote, we have a shot at achieving our first 100,000

0:56.4

vehicle delivery quarter, which is an incredibly exciting

0:59.2

milestone for our company, end quote.

1:01.8

He also shared a net order number.

1:03.9

Electrak didn't share the whole context for this,

1:05.8

but Electrak says, quote,

1:07.9

Musk states that net orders are, quote,

1:10.4

tracking to reach about 110,000, end quote,

1:13.0

for the quarter, which is an incredible amount of demand for the automaker,

1:18.0

end quote. Electric shares one more sentence directly from Elon's email on inventory allocation,

...

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