Hello and welcome to the Tuesday November 21st 2017 edition of Tesla

Daily Unofficial Tesla Podcast. My name is Rob Mauer. Today we're talking

about a lot. We got a lot to cover Model 3, updated analyst note from Adam Jonas, and some news on

Uber. Tesla stock on Monday closed down 2% to $380.74 this compared to the NASDAQ up 0.12%.

Supercharger network update we are still at 1,051, supercharging locations.

All right, so let's hop right into the news. Today we have more model 3 vins registered with NHTSA.

Tesla has registered 1,200 more vins with the National Highway Traffic Safety Administration

or NHTSA. The highest vin that they have currently registered now is 3,840.

So as with all vin information, when we see higher vins, whether it's out in the wild or through

this registration process, it is good news to see the higher vins, but it doesn't

necessarily mean that Tesla has produced or is about to produce the numbers up to those bins.

We talked about the VIN batching process in the November 14th episode so if you haven't listened to that you can check that out.

But essentially what happens is Tesla doesn't necessarily produce these in an exact linear order.

So that somewhat limits the value of the Vins that we see in the wild but it does

establish a ceiling so similar to the vins settings in the wild establishing a

ceiling on deliveries these registrations with NHTSA sort of establish a ceiling for production.

My understanding of this data is that Tesla could not produce or deliver a vehicle without

having registered that VIN with NHTSA.

So again, this provides a really good ceiling for us knowing that production could not be beyond that 3,800 vehicle level that Tesla has registered with NHTSA.

So it's always good to see this registration information go up, but really all that does is increase the ceiling.

So for some more context, in late October,

Tesla had registered up to 2,600 Vins with NHTSA.

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