meta_pixel
Tapesearch Logo
Log in
Tesla Daily: Tesla News & Analysis

Dojo Whitepaper, China Production, Q4 Outlook, New Colors, 10-Q (10.26.21)

Tesla Daily: Tesla News & Analysis

Rob Maurer

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

4.81.1K Ratings

🗓️ 26 October 2021

⏱️ 16 minutes

🧾️ Download transcript

Summary

➤ Tesla publishes Project Dojo whitepaper which Elon Musk notes “is more important than it may seem at first”
➤ Tesla China production report and implications for Q4 production numbers
➤ New Tesla colors show up in app
➤ Tesla reportedly expands regulatory credit partnership in Europe
➤ New details from Tesla’s 10-Q filing
➤ Update on NHTSA’s Tesla investigation
➤ More information on Hertz’ Tesla order
➤ Lucid prepares to begin deliveries

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 Jessie Chimni
Executive producer Jeffrey Yu
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

Transcript

Click on a timestamp to play from that location

0:00.0

Hey everybody, Rob Mauer here, and today we've got some new production numbers from Tesla

0:11.3

China to discuss.

0:12.3

We've also got an update from Tesla on Project Dojo, some news on regulatory credits,

0:17.0

new colors, updates on Nitsa and Hurts, a little bit more on Tesla's 10Q, and a couple

0:21.3

of the things.

0:22.3

Alright, so Tesla Stock, kind of a roller coaster throughout the day, definitely a huge

0:25.6

bike this morning, but we did end up trailing off throughout the rest of the day.

0:28.8

Tesla finishing down at 6 tenths of a percent, 2018 dollars, and 43 cents, that did trail

0:33.8

the NASDAQ slightly, which finished up one tenth of a percent.

0:37.0

So maybe not quite as exciting as the morning trading, but still holding on to most of the

0:40.4

gains yesterday in nice to see Tesla closing two days in a row now, over a thousand

0:43.9

dollars a share.

0:44.9

Alright, so first up today, we did finally get September production numbers for both the

0:48.8

Model 3 and the Model Y.

0:50.6

We'd previously had the total number, but these numbers that D-curric is sharing out

0:54.7

today by Gasgu is what we normally use, so nice to have that confirmed, and then also

0:58.6

have the split between the Model 3 and the Model Y.

1:01.1

Now, remember, these aren't official production numbers, but they have seemed to be correct

1:04.6

in the past.

1:05.6

And of course, Tesla already reported total worldwide Q3 production numbers, but knowing

1:09.7

Shanghai and knowing it by month gives us a lot more granularity and allows us to build

1:13.9

our expectations better for Q4.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Rob Maurer, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Rob Maurer and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.