4.8 • 1.1K Ratings
🗓️ 31 August 2021
⏱️ 13 minutes
🧾️ Download transcript
➤ Rumors on Tesla’s sales in China for August and a Giga Shanghai factory shutdown
➤ Tesla may have started pre-production at Giga Texas
➤ Analyst visits Fremont, comments on pace
➤ Series of reports suggests movement on Tesla’s plans in India
➤ Elon Musk comments on FSD Beta 10, FSD visualization
➤ Tesla involved in accident with roadside police car, owner blames Autopilot
➤ Tesla testing solar roofs near Fremont
➤ Tesla reaches amended agreement with New York
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Disclosure: Rob Maurer is long TSLA stock & derivatives
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0:00.0 | Hey everybody, Rob Maurer here. Welcome back to Tesla Daily. Today we've got some |
0:11.2 | rumors to go through from China, Texas, and Freemont. Then we have some news on Tesla |
0:15.3 | in India. Couple updates from Elon over the last couple of days news on Tesla Energy and |
0:20.1 | more. Pretty nice start to the week for Tesla Stock today finishing up 2.7% to $730.91. |
0:26.9 | Compared to the NASDAQ up 9% you may have noticed last week that I didn't start all |
0:31.0 | the episodes out with the stock price. Most of you know that I don't actually care |
0:34.0 | about the daily movement of the stock, so I think it's that's kind of the wrong message |
0:37.0 | to start off each episode with that. I've kind of always done just to have a historical |
0:41.0 | marker for when we go back to older episodes. I think it's kind of nice to have, but I'm |
0:44.8 | not sure that's worth the connotation that it carries to begin each episode with that, |
0:48.4 | so if you have any particular thoughts on that, let me know in the comments, but that's |
0:51.5 | kind of why I haven't been doing that as much. Obviously we'll still talk about the stock |
0:55.0 | especially if there are big moves. Anyway, we'll start off today with a couple of rumors |
0:59.2 | from China first up August domestic sales, so this is coming from the Tesla Shanghai Twitter |
1:04.7 | account. We've talked about them in the past. The account does have a pretty decent track |
1:08.4 | record. We'll go through a little bit more of that in a second, but a couple days ago |
1:12.0 | they tweeted quote, Tesla China sold about 10.4K in August, excluding export month over |
1:17.2 | month up 21% and the Giga Shanghai has a week off because of the shortage of parts. |
1:23.6 | So obviously important to emphasize that that is just retail sales, so domestic sales, |
1:27.8 | if we put that into our chart tentatively, we can see how important those export numbers |
1:32.4 | are in July, Tesla sold about 8.6000 retail in China and then exported over 24,000 vehicles |
1:38.9 | and because Tesla shifted over Giga Shanghai to be the export hub with all of free months |
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