Cybertruck, Compensation Adjustments, DeepRain, China Updates, Model Y Spotting (10.14.19)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 15 October 2019
⏱️ 13 minutes
🧾️ Download transcript
Summary
– Updates on Gigafactory Shanghai, China Regulations
– Elon discusses Tesla Truck, Autopark, and DeepRain on Twitter
– Tesla reportedly adjusts compensation structure for store employees
– Model Ys spotted in Fremont
Links:
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Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Cybertruck, Compensation Adjustments, DeepRain, China Updates, Model Y Spotting (10.14.19) appeared first on TechCast Daily.
Transcript
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| 0:00.0 | Hello and welcome to the Monday October 14th |
| 0:09.7 | 2019 edition of Tesla Daily on official Tesla Podcast. |
| 0:13.2 | My name is Rob Maurer, quite a few Tesla stories to discuss today, as well as some news from |
| 0:16.7 | Portia and China. |
| 0:18.4 | Tesla stock on the day today had its sixth positive day in a row, up 3.66% to $256.96, that compared to the NASDAQ down 0.1%. |
| 0:30.0 | I don't have any further speculation than what I had last week on why the stock is increasing. |
| 0:33.7 | I think it's just a continuation of a correction from the delivery report, as well as a lot of other factors, |
| 0:39.8 | some of which we'll talk about today, but one of the primary ones being I think we continue to see progress |
| 0:44.1 | towards Gigafactory 3. October 14th is the day that we heard speculated as sort of the start of production. |
| 0:50.9 | We don't have any official news on that yet, but we do have a little bit more information |
| 0:54.0 | to add on to the rumor mill. |
| 0:56.2 | This is coming from Global Times.c.N. |
| 0:58.8 | They had an interview with Fang Shaiming, who was a consultant that has focused on the Chinese auto market for almost a decade, and he, quote, |
| 1:06.7 | told the Global Times on Monday that the first batch of vehicle batteries would be fully assembled at the Shanghai factory |
| 1:11.6 | on October 30th based on what he had heard from some Tesla employees. |
| 1:15.0 | End quote. Also adding that the first phase of Gigafactory Shanghai will be for Assembly for parts shipped from the U.S. |
| 1:22.0 | So starting with Assembly, then moving later into full... Assembly for parts shipped from the US. |
| 1:22.7 | So starting with Assembly, then moving later into full production. |
| 1:25.8 | Not that that's confirmed, but I think it does make sense. |
| 1:28.4 | His prediction, which I would like to emphasize, |
| 1:30.3 | his prediction, is that true mass production would start only after the Spring Festival |
| 1:35.9 | which happens in January 2020. |
... |
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