4.8 • 1.1K Ratings
🗓️ 9 January 2024
⏱️ 23 minutes
🧾️ Download transcript
➤ New US auto data gives insight on market conditions
➤ Model Y moves into top 5 US vehicle sales position
➤ European sales breakdown
➤ FSD Beta v12.1 impressions
➤ WSJ report on Elon Musk
➤ Tesla posts new Cybertruck promo video
➤ Model Y RWD speaker count reduced
➤ Firmware hints at new updates
➤ Highland release rumor
➤ Tesla forms Spain holding company
➤ VW to implement ChatGPT
➤ SpaceX company update
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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
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0:00.0 | Hey everybody Rob now. We're here. Welcome back to Tesla Daily. Today we've got some interesting new data on the auto market for 2023. |
0:13.5 | We also have some first impressions from employees allegedly of FSD beta version 12.1. |
0:18.5 | Got a new cyber truck promotional video and a few other items as well. |
0:22.0 | All right Tesla today starting off the week at up 1.1% and a quarter percent. |
0:26.0 | As I get to the right page here, the NASDAQ up 2.2%, so a bit of an underperformance from Tesla on the day today. |
0:32.0 | But still nice to see a stronger start the week after a little bit of a tougher week last week. |
0:37.0 | All right, getting into the auto data, which is where we'll start a little bit more broad than Tesla specific, but some Tesla items in here. We can start |
0:44.4 | with that so this is data collected by Cox Automotive and Kelly Blue Book and we |
0:48.8 | can see Tesla sort of in the middle here in terms of market share at 4.2% market share in the United States |
0:54.5 | according to their estimates again from KBB. So that's up 4 tenths of a percent |
0:59.8 | year over year. A pretty decent increase if you look at all these differences year over year. |
1:04.0 | That's actually the third largest increase. |
1:06.5 | So pretty decent gain for Tesla and the largest increase from any automaker of their size or |
1:11.5 | lower, as you can see from the changes here. |
1:15.4 | Some of the circles which they put on here, you can take a look at. |
1:18.6 | Toyota had one of the largest declines at 8-10th of a percent market share dropy over a year, Stellantis down 1.3 percent, |
1:26.1 | Honda actually picking up the most at 1.3 percent increase in terms of the actual market share |
1:30.4 | number. |
1:31.4 | I think they had a pretty tough 2022 if I remember correctly. |
1:34.4 | I feel like we were talking a lot about Honda being down a lot so may have been |
1:37.5 | rebounding from a lower base but nevertheless interesting to see some of these |
1:40.6 | statistics. Now one thing when we just look at the total |
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