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Tesla Daily: Tesla News & Analysis

Cybertruck/Other Rumors, FSD Subscription & Updates, Virtual Power Plant (07.19.21)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tsla, Model3, Technology, News, Tesla, Investing, Tech News, Modely, Business, Models, Modelx

4.81.1K Ratings

🗓️ 20 July 2021

⏱️ 16 minutes

🧾️ Download transcript

Summary

➤ New rumor surfaces on Tesla Cybertruck — assessing the rumor and adding new context
➤ Rumors on Tesla’s Supercharger network access
➤ Thoughts on Tesla’s FSD subscription and new updates from Elon Musk
➤ Tesla added to popular mobile game
➤ Elon Musk set to speak at bitcoin conference
➤ Tesla plans to start virtual power plant in California
➤ Correction on Long Range Model 3 in China

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
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 Mauer here and today we're going to be talking about some rumors that

0:10.9

have surfaced on the Cybertruck in a couple other topics.

0:13.5

We've got a little bit more news on full self-driving.

0:16.2

Of course, the FSD subscription has now dropped as we talked about in the livestream

0:19.8

on Friday.

0:20.8

Then we've got some news on Tesla Energy and a couple other topics as well.

0:24.6

Pretty decent start to the week 4 Tesla stock today in the final week before earnings

0:27.7

Tesla finishing up 0.3% to $646.22.

0:32.4

So not a huge gain, but that was with the NASDAQ finishing down about 1.1%.

0:36.4

So a pretty significant overperformance from Tesla.

0:39.2

However, I would point out that ARC-K, ARC Innovation ETF today was up by about 0.6%,

0:44.4

which I just mentioned to note that other high growth stocks also outperformed the market

0:48.0

today.

0:49.0

Alright, first up here we're going to talk about a topic that I think has incited the

0:51.8

most discussion in Tesla communities over the weekend and that is this rumor that Troy

0:55.8

Tesla is reporting on.

0:57.3

Here on Twitter he says, I've heard that Tesla is planning to start production at Gigatex's

1:01.0

with Cybertruck, not the Model Y, also Cybertruck will have 4680 sales and a structural battery

1:05.8

pack, which will be built in Texas too.

1:08.3

So Troy shared this on Twitter and then a few other details on Patreon, I today want

1:12.2

to talk about these.

1:13.2

Generally, this is something that I probably wouldn't go into as much detail on.

...

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