4.8 • 1.1K Ratings
🗓️ 17 September 2021
⏱️ 14 minutes
🧾️ Download transcript
➤ Large discrepancy in China numbers causes confusion
➤ Model Y production in China reported
➤ New Tesla video appears to show a part of new Cybertruck design
➤ Details about Tesla “Giga-Fest” posted online
➤ Tesla scores well in JD Power APEAL study
➤ Lucid Air EPA ranges confirmed and efficiency numbers posted, allowing for comparison with Tesla
➤ GM extends Chevy Bolt production shutdown
➤ Ford begins pre-production of Ford F-150 Lightning
Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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0:00.0 | Hey everybody, we're at Mauer here and today we're talking a little bit about Tesla's situation |
0:11.4 | in China. |
0:12.4 | We have received some more August numbers over the last couple of days and it has created |
0:16.2 | a little bit of confusion, so we'll talk about what's going on there. |
0:19.2 | We've also got an update on Tesla's Gigaburlin Factory 2r event for October. |
0:23.6 | Some news, a little bit of news here on the Cybertruck coming from a Tesla Glass video. |
0:28.4 | Then we've got a few of the things including revisiting those lucid EPA numbers, those |
0:32.2 | have actually now been published and it might give us some insight into where lucid ended |
0:35.8 | up in terms of their efficiency and their battery pack size. |
0:39.4 | Tesla's stock on the day to day kind of continuing the trend that we have seen so far this |
0:42.6 | week where I feel like it has slowly risen throughout the day and made its way into |
0:45.5 | the green. |
0:46.5 | Finishing up today, 0.15% to $756.99, that compared to the NASDAQ also up right around that level. |
0:53.5 | Alright, so first up let's figure out what's going on here in China. |
0:56.6 | A few days ago we had talked about Tesla's whole sales numbers, which remember that's |
1:01.2 | the term China uses for the sum of domestic retail sales combined with export numbers. |
1:06.5 | That was reported to be an all time high, 44,264 vehicles, since then we did get the retail |
1:11.5 | sales in the breakdown between Model 3 and Model Y, same with exports, I think we talked |
1:15.3 | about those as well, maybe just not the split between Model 3 and Model Y. |
1:19.2 | But what we're going to focus in on today is that retail sales numbers, so that was 12,885 |
1:24.8 | vehicles, most of that being Model Y, about 11,600 there of the Model Y. |
1:29.9 | Now people care about the retail sales number because that is domestic, that's China, |
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