4.8 • 1.1K Ratings
🗓️ 27 August 2021
⏱️ 15 minutes
🧾️ Download transcript
➤ Tesla extends estimated delivery timelines in China
➤ 4680 battery cell yield report
➤ Musk comments on LFP battery decision
➤ Rivian reportedly prepares for initial public offering
➤ Waymo shutters lidar business line
➤ Tesla Daily turns four years old
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Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
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Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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0:00.0 | Hey everybody, we're off now. We're here happy Friday. We're doing another live episode |
0:11.2 | here to round out the week. And today we're talking about Tesla extending the estimated |
0:15.6 | delivery wait times in China. We'll talk about what those look like for the Model 3 and |
0:18.7 | the Model Y. We've got an interesting report on yield for the 4680 batteries. We've got |
0:24.7 | a comment from Elon Musk on the LFP lithium iron phosphate batteries that we talked about |
0:28.2 | yesterday, Rivian, some news on an IPO there, an update from Waymo. And then at the |
0:33.1 | end, Tesla daily is now four years old. So I just wanted to take a couple of seconds |
0:37.9 | to be self centered for a second or reflect a little bit on that. So we'll wrap up the |
0:43.0 | week with with that. But first off, I just wanted to just make a comment because we talked |
0:47.5 | about it yesterday on the Fed Chairman Jerome Powell update today. So here, as you can |
0:55.0 | see in the markets today, obviously, the NASDAQ and Tesla have performed pretty well, |
0:59.7 | despite the that meeting this morning. So there was some mixed comments, but the market |
1:03.4 | does seem to be reacting relatively positively. I would say the mixed comments have just |
1:08.0 | kind of been a continuation of what we have seen. So kind of is what it is. The market |
1:13.0 | was not too bothered by it this morning, though. So just wanted around that topic out. |
1:17.2 | Getting into Tesla specific news though. So first thing here to talk about is wait times |
1:22.3 | in China. So we've been talking about this for, I don't know, three or four months now. |
1:27.2 | And the wait times have been pretty short one to three weeks in general have been the estimates |
1:31.2 | across various trims for model Y and model three. And today, those have finally increased |
1:36.1 | a bit. So the model three now sits at an estimated delivery of four to six weeks for the standard |
1:41.5 | range. And then the performance also showing four to six weeks. And then for the model |
1:46.7 | Y, we're actually seeing six to 10 weeks on the standard range. So previously, that |
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