China Deliveries Begin, Q4 Delivery Estimates, Leaked Elon Email, Panasonic Comments on Battery Production (12.30.19)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 31 December 2019
⏱️ 20 minutes
🧾️ Download transcript
Summary
- Tesla begins made-in-China Model 3 deliveries with special handover event at Gigafactory Shanghai
- Discussing Q4 delivery estimates with a new note from Cowen out today, as well as FactSet consensus estimates and likelihood of a beat or miss
- Tesla reportedly informs some customers they will be unable to take delivery before end-of-year
- Leaked Elon Musk email discusses TSLA stock price
- Panasonic executive comments on Gigafactory 1 production
- Car & Driver gives an unfortunate update on their long-term Model 3 test
Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share
Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast
Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hello and welcome to the Monday December 30th |
| 0:09.6 | 2019 edition of Tesla Daily on official Tesla Podcast. |
| 0:13.2 | My name is Rob Maower. |
| 0:13.9 | Today we have a lot to go through. |
| 0:15.0 | We have a leaked email from Elon. |
| 0:16.3 | We have the Model 3 delivery event in China. |
| 0:18.9 | We have a report on Panasonic's battery production at Gigafactory 1, |
| 0:22.5 | updated Analysts Note, etc, etc. |
| 0:24.0 | We've got a lot to get to, so I'll jump into it. |
| 0:26.6 | Tesla's talk on the day today did finish down 3.6%, |
| 0:29.5 | to $14.70, this compared to the NASDAQ down 0.7%. |
| 0:35.1 | While the macro environment was tough on the day, that dropped the magnitude of it was a bit |
| 0:39.0 | surprising to me, given the news that we got yesterday at the initial delivery event for Made in China Model 3s. |
| 0:45.2 | We discussed the upcoming event last week and it looks like that did come to fruition. |
| 0:48.8 | Tesla yesterday delivered the 15 first Model 3s to employees from Gigafactory Shanghai. Already an incredible |
| 0:55.8 | milestone as we discussed last week but the more exciting news came with |
| 0:59.1 | Tesla apparently talking about their production rate at Gigafactory Shanghai at this point. |
| 1:04.0 | Reuters is reporting that China General Manager Wang Howe commented on production, |
| 1:08.0 | with Reuters saying, quote, |
| 1:10.0 | Wang also told reporters the plant had achieved a production target of 1,000 units a week or around 280 cars a day and that sales for the China-Made sedan had so far been quote-unquote very good end quote. now as I often talk about with these |
| 1:24.2 | production rate numbers we need to look at these numbers very closely because at |
| 1:27.6 | times in the past Tesla has used extrapolated production rate numbers and |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Rob Maurer, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Rob Maurer and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.