Autobidder Capacity, New Energy Projects, Insurance Telemetry, Musk History (03.16.21)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 16 March 2021
⏱️ 8 minutes
🧾️ Download transcript
Summary
➤ Tesla employee discloses amount of installed energy capacity leveraging Tesla’s Autobidder software
➤ New Tesla Energy projects reported in UK, Israel
➤ Tesla Insurance telemetry collection spotted in firmware by @greentheonly as Tesla prepares to expand state availability
➤ Tesla suggests tax on internal combustion engine vehicles in the UK to support EV grants
➤ Background on Elon Musk’s upbringing: https://savingjournalism.substack.com/p/i-talked-to-elon-musk-about-journalism
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Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Hey everybody, we're up an hour here and today we're going to be talking a little bit |
| 0:10.4 | about Tesla Energy, a couple of stories there. |
| 0:12.3 | We also have some news on Tesla Insurance, some lobbying done by Tesla in the United Kingdom, |
| 0:16.9 | some background on Elon Musk and a couple other stories as well. |
| 0:20.4 | We'll start off with Tesla Stock though. |
| 0:22.4 | Tesla finished down 4.4% today to $676.88. |
| 0:27.1 | Back compared to the NASDAQ, which started strong, faded to red, and then finished just |
| 0:30.3 | on the green up a tenth of a percent. |
| 0:32.4 | There was a little bit of discussion today as grabbing the movement to the reassignment |
| 0:36.0 | of Drone Geon from President Automotive to President Heavy Trucking. |
| 0:39.2 | That's definitely not my assessment, there are always tons of factors going on, so I |
| 0:42.2 | think to pinpoint it on something like that, that is relatively small in the grand scheme |
| 0:46.0 | of things, seems a lot less likely than the impact of something like Volkswagen's Power |
| 0:49.8 | Day for example. |
| 0:51.1 | For context, Volkswagen's stock has jumped 18% so far this week, again we will be diving |
| 0:56.1 | a little bit deeper into Power Day, likely on tomorrow's episode. |
| 0:59.3 | Alright, getting into Tesla Energy, the first story here comes from a LinkedIn post from |
| 1:03.2 | Tesla employee Rohan Mah, who is responsible for energy products optimization, and yesterday |
| 1:07.6 | he linked to a post that we had discussed previously a Bloomberg article about Tesla's |
| 1:11.8 | new battery project in Texas, saying quote, with the auto bidder portfolio operating over |
| 1:16.4 | 1.2 gigawatt hours in 2021, we're pumped to be launching in Texas this summer. |
| 1:21.8 | Always interested to connect with people who have experience in Erkott, and quote, |
... |
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