4.8 • 1.1K Ratings
🗓️ 15 December 2023
⏱️ 8 minutes
🧾️ Download transcript
➤ New details on Cybertruck from Tesla’s parts catalog: https://epc.tesla.com/en-US/catalogs/2816
➤ Rivian and AT&T announce purchase agreement
➤ Updated note from Adam Jonas
➤ Bloomberg reports on India’s consideration of EVs
➤ Tesla Bot team photo
➤ Autopilot updates clarified in release notes
➤ Cruise layoffs
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Click on a timestamp to play from that location
0:00.0 | Hey everybody Rob Maower here and today we're going to be talking about some new details for the cyber truck from the Parts Catalog which has been published by |
0:13.9 | Tesla. Got some updates on Tesla in India, some more details on the autopilot |
0:18.2 | updates that we talked about yesterday and more but generally a little bit quieter |
0:21.5 | for a day today than yesterday. |
0:23.8 | Tesla stock though, an exception to that, |
0:25.7 | Tesla with a really nice day today up 4.9% |
0:28.0 | to close at $251, 5 cents, the Nasdak today |
0:31.6 | up just 2 tenths of a percent and underperforming the S&P in the Dow. |
0:35.2 | So a really nice day and outperformance for Tesla in that type of an environment, but in general |
0:39.6 | automakers seem to do pretty well today Ford and GM both up up 7%, Lucid and Rivian up 14% not sure what's going on with |
0:46.6 | Lucid. Rivian today alongside with AT&T announced that AT&T has signed a purchase agreement |
0:51.6 | for Rivian commercial vans as well as some R1 vehicles, interestingly, |
0:55.1 | to begin to add to AT&T's fleet beginning in early 2024. |
0:58.4 | No details on the size of the commitment here are the number of vehicles they'll be integrating, but could have been a factor in Rivian's performance today. |
1:04.8 | Not too surprising to see a contract like this announced, remember we'd recently talked about Rivian making the announcement |
1:09.6 | that these would be available for other customers outside of Amazon, which originally was exclusive. |
1:15.2 | As for Tesla stock, we did have an updated note from Adam Jonas today, but it was more of a blog-style |
1:19.2 | update like we have talked about from Jonas before, just giving his thoughts on the autopilot recall, so nothing too major, but technically a reiteration of the overweight rating and $380 price target from Morgan Stanley. One of the more interesting updates for Tesla today was the publishing of the Cyber Truck's electronic parts catalog. |
1:35.4 | I'll link directly to this down in the description for those that do want to poke around. |
1:38.8 | It kind of gives us some interesting insight into how the vehicle is put together. |
1:42.0 | For those that are a little bit more engineering inclined, |
1:44.0 | we can see some details on the high voltage system, |
... |
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