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Tesla Daily: Tesla News & Analysis

Elon Musk Interviewed on China, FSD, & More + Tesla ROIC, Investor Sales (09.29.21)

Tesla Daily: Tesla News & Analysis

Rob Maurer

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

4.81.1K Ratings

🗓️ 30 September 2021

⏱️ 14 minutes

🧾️ Download transcript

Summary

➤ Takeaways from Elon Musk’s interview with Kara Swisher at the 2021 Code Conference: https://youtu.be/ESIjxVudERY
➤ Elon Musk comments on Tesla’s improving return on invested capital (ROIC)
➤ Wedbush’s Dan Ives issues updated TSLA note ahead of Q3 deliveries
➤ Tesla job listings in Austin
➤ Tesla pushes back on alleged defamation in China
➤ Notable investors disclose sale of Tesla stock
➤ Follow up on UK petrol situation

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 what we're mainly going to be talking about

0:10.7

are the takeaways from a brand new 1 hour long Elon Musk interview by Kara Swisher.

0:15.6

Then we have a few other miscellaneous updates, including a new note from Wedbush, about

0:19.5

Q3, news from Texas, China and Canada, and a couple of other things as well.

0:24.4

Bumpy Day in the stock markets today, not a whole lot of movement by the end of the day,

0:28.1

Tesla finishing up half a percent to $781.31, and the Nasdaq finishing down quarter

0:33.4

percent.

0:34.4

So not huge numbers, but continued outperformance from Tesla.

0:37.6

Alright, so first up, we're going to talk about these takeaways from this new interview

0:41.4

from Kara Swisher, with Elon Musk.

0:43.6

Sometimes these end up being a lot of things that we've heard before.

0:46.9

In this case, there's definitely some of that, but overall I would say it was just a nice

0:50.4

interview to listen to.

0:52.0

Again, I think Elon seemed in really good spirits.

0:54.4

I think he just enjoys talking to Kara, and there was just a lot of joking around between

0:57.9

the two of them that just made it an enjoyable listen, so I definitely recommend it.

1:01.6

Even if some of the conversation is a bit repetitive.

1:04.2

So I'll put a link to that in the description, but we'll hit the highlights here, focusing

1:07.6

in on the comments relevant to Tesla, so kind of the first one there was around China.

1:12.7

Swisher just generally, with a series of questions, I think, trying to get an understanding

1:16.2

of how Elon is feeling about China right now.

1:19.2

At one point, she asked if he was nervous about China, and he said, quote, we've got a

...

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