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Tesla Daily: Tesla News & Analysis

EOQ Delivery Push, Referral Program Returns, Enhanced Summon, Sur-Reply Granted (03.22.19)

Tesla Daily: Tesla News & Analysis

Rob Maurer

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

4.8 β€’ 1.1K Ratings

πŸ—“οΈ 22 March 2019

⏱️ 10 minutes

🧾️ Download transcript

Summary

– Musk emails all employees in end of quarter push for deliveries
– Tesla brings back the referral program
– First videos of enhanced summon in action
– Judge grants Musk the opportunity to file a sur-reply in SEC case

Links:
Email > [email protected]
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Jerome Jorden
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post EOQ Delivery Push, Referral Program Returns, Enhanced Summon, Sur-Reply Granted (03.22.19) appeared first on TechCast Daily.

Transcript

Click on a timestamp to play from that location

0:00.0

Hello and welcome to the Friday March 22nd 2019 edition of Tesla Daily Unofficial

0:12.0

Tesla Podcast.

0:13.6

My name is Rob Maower.

0:14.4

Today we are talking about another internal email from Elon that's leaked out.

0:18.1

The referral program, Making a Return, Enhanced Summon Initial Videos, and some news in the SEC contempt case with Elon Musk.

0:25.4

Tesla stock on the day yesterday finished up 0.15% to 274.2 cents

0:31.4

this compared to the Nasdaq up 1.42%. $1.72.2.

0:35.1

Following the news that we'd heard a couple days ago that Tesla was pushing for 30,000

0:38.8

deliveries over the last 15 days of the quarter.

0:41.5

We now have a similar email from Elon Musk to all internal Tesla employees,

0:45.8

again calling for help with a big push for deliveries before the end of the quarter.

0:49.9

In case you haven't read the email yet, I'll read it here briefly.

0:53.2

Quote, for the last 10 days of the quarter, please consider your primary priority to be helping

0:57.4

with vehicle deliveries.

0:59.0

This applies to everyone.

1:00.4

As challenges go, this is a good one to have as we've built the cars and people have bought the cars so we just need to get the cars to their new owners.

1:07.0

What has made this particularly difficult is that Europe and China are simultaneously experiencing the same massive increase in delivery

1:14.9

volume that North America experienced last year. In some locations, the delivery rate is

1:20.0

over 600% higher than its previous peak. This was further exacerbated by

1:24.8

supplier shortages of EU spec components and a sticker printing error on our part

1:29.2

in China that were only resolved in the past few weeks. North America is also stressed as the final month of this quarter is almost all North America builds.

1:37.6

Moreover, for the first two weeks of March, most cars were sent from our factory in California to the east coast to ensure a

...

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