China Rumors, 2021 “Refreshed” Model 3 Delivery, Tesla Energy Project, Toyota Comments (11.09.20)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 10 November 2020
⏱️ 13 minutes
🧾️ Download transcript
Summary
➤ Rumors from Tesla’s Giga Shanghai on MIC Model Y, 2021 production capacity
➤ China Passenger Car Association releases October sales numbers
➤ The first 2021 model year Model 3 vehicles have begun to be delivered in the United States, with one new owner sharing a brief video showing some of the “refresh” updates: https://www.youtube.com/watch?v=42NbLSOLVGI
➤ Pride Group Enterprises orders 150 Tesla Semis
➤ Tesla selected for massive new battery project in Victoria, Australia
➤ Toyota President takes weird shots at Tesla
➤ Elon Musk tweets about Giga Berlin hiring, project Dojo, and a Tesla electric VTOL jet
➤ Tesla rumored to be working with AMD to supply MCU
➤ Rivian vehicle configurator may be coming online soon
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283
Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
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 | Hey everybody Rob Ma'amar here. Quite a few stories to go through for today. We're going to start out with some news out of China. |
| 0:12.0 | We have the first delivery in the |
| 0:13.4 | U.S. of a 2021 model year model three, Tesla Semi-News, Tesla Energy News, some tweets |
| 0:18.6 | from Elon Musk, and a couple other stories as well. We'll start off with the Made in China Model Y. This is some news |
| 0:24.3 | that was developing at the end of last week. As far as I know Ray for Tesla on |
| 0:27.6 | Twitter was one of the first to report on this and that is that Tesla has |
| 0:30.8 | completed the registration process for the made in China model |
| 0:33.6 | Y with the China Ministry of Industry and Information Technology. So that was on |
| 0:38.1 | Thursday and then Wuwa on YouTube has posted a video from Friday that shows a camouflaged vehicle driving around the Tesla Gigafactory in Shanghai, which strongly appears to be a model Y. |
| 0:48.5 | We've seen a camouflage model Y in China on a trailer before, but I don't think we've seen one at least this clearly at the gigafactory as of yet. |
| 0:55.6 | So that was Thursday and Friday and then on Saturday, Tasmanian posted an article saying, quote, |
| 1:00.6 | Tasmanian's reliable source said that the Gigas Shanghai will begin production of the |
| 1:04.4 | Model Y by as early as the end of November, end quote. |
| 1:08.4 | We've long been speculating here that this would happen for Tesla in Q4, which would be well ahead of certainly at least analyst expectations and |
| 1:15.4 | with the vehicle now being registered prototype seemingly being spotted on |
| 1:18.8 | site combined with a report here from Tessmanian things seem to continue to be pointed in that direction. |
| 1:24.3 | Tasmanian also writes in this article, quote, |
| 1:26.5 | according to information from Tasmanian source, the maximum production capacity target for |
| 1:30.6 | model Y in 2021 will be 5,000 units per week which means that |
| 1:34.5 | Gigas Shanghai will produce about 20,000 model Y per month approximately 250,000 |
| 1:38.8 | units yearly." End quote. So again that report was from Saturday and then over the last 24 hours or so we've had |
| 1:44.8 | reports from multiple Chinese media outlets which have been covered on Twitter by a number of people. |
... |
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.