Hey buddy, Rob Mauer here, and today we are talking about a pretty interesting change

that Tesla has made to their marketing of FSD.

We've also got news out of China updates on Project Highland and a few other items as

well.

After the long holiday weekend, nice bounce back for Tesla stock after the owner performance

on Friday, Tesla today up 4.7% closing at $256.49, while the NASDAQ was down one tenth

of a percent on the day to day.

Alright, we'll start off with China as we do have a handful of updates coming out of

China.

First, a couple of new sales figures, the insured vehicle numbers for this week have now

been published.

So for the week ending September 3rd, the number of vehicles from Tesla that were insured

in China was 11,800 for the week.

This brings the quarter to date number for Q3 so far through 9 weeks, up to 101,000.

So as we can see from the chart, this number is a little bit lower than what we've been

seeing from Tesla over the last few weeks, seems like we may now be starting to get to

that cliff that we kind of expected from Project Highland and the impact that that may be

having on Model 3 production while that changeover occurs.

Model Y alone, even if all of the Model Y production is going domestically into China

and not going to export, which is probably not the case, that would only support about

12,000 per week.

So anything exceeding that level as we look at these week to week numbers as they continue

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