Hey everybody, Rob Mauer here and today we are talking about an exciting production milestone

for Tesla and some interesting implications out of that.

We also have updates on Gigatexas, Gigamexico and a few other items as well, including

some interesting information on Elon's efforts in AI.

Starting off with the stock, Tesla today down 1 and 3.4%, closing at $251.92, the NASDAQ

is not about 1.1%, so not a bad performance from Tesla, and a little bit of a recovery

throughout the day today, which was nice to see.

We are going to start off with an update from Tesla Asia on X, they posted today, almost

said to me, they posted today at Gigafactory Shanghai, they have produced 1 million cars

within 33 months and they just reached their second million milestone in 13 months,

so just over one year to produce that second million after taking almost 3 years to produce

the first million vehicles, whenever we get these production updates aside from it being

very exciting for the company and a sign of the progress that they have made, especially

how much quicker the progress is happening these days, it's always nice to take a look and see

what other insights we can kind of glean from these updates like we did the last time this happened,

which was back in August of 2022, so as we can see from Elon's post here, that was when Tesla crossed

this millionth car at Gigafactory Shanghai, so again just over one year from that date to produce

this second million. So what's interesting here is if we look back at Tesla's production

with us now knowing that they've hit 2 million vehicles today, presumably September 6th in China,

that tweet was about, that post was about 12 hours ago, because they've now hit that, we can go

back and do some math on production numbers that we know from the CPCA reports back through the

beginning of Tesla's started production at Gigafactory Shanghai and kind of figure out what

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