First Cybertruck Reviews, Tesla Energy, Incentives, China Sales, Ford EVs (12.04.23)

Tesla Daily: Tesla News & Analysis

Rob Maurer

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

4.8 • 1.1K Ratings

🗓️ 5 December 2023

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

➤ First Cybertruck reviews are in after the delivery event
➤ Cybertruck compared to other EVs
➤ Tesla offer additional discount to reservation holders
➤ Massive new Tesla Energy project
➤ Supercharger v4 expansion
➤ New firmware features
➤ Tesla China sales
➤ New Cybertruck merchandise
➤ Ford reports November sales
➤ Calendar

Hagerty review: https://youtu.be/L6WDq0V5oBg
Hagerty podcast: https://youtu.be/NjIPEtegPt4
Top Gear review: https://youtu.be/uefydJUbRhc
MKBHD review: https://youtu.be/XxOh12Uhg08
MKBHD podcast: https://youtu.be/CF7msB1CgyM

Comparison chart: https://docs.google.com/spreadsheets/u/1/d/e/2PACX-1vTGY_3Jq7pen0yV8Cq4fUko-48FGZ6ufPNkfDqw5zgxFrkxP-Wl-NY4i_GnAQAX8q96JxQBRNFvROVM/pubhtml

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Transcript

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0:19.0	Hey everybody Rob Bower here. Welcome back to Tesla Daily Today. We are of course going to continue to talk about the cyber truck. We have the first reviews coming in over the last few days so we'll take a look at those and some of the comments from these first reviews. Then we have a handful of the news that we'll catch up on as well.
0:22.0	All right, starting off with this stock test today down 1.4% closing at $235.58 the NASDAQ down about
0:28.6	8.10% today so pretty similar to Tesla's normal beta, maybe even a little bit below.
0:34.1	But in general, we've made it through the Cybertruck event now.
0:37.1	As we all know, Tesla events in general,
0:40.7	in the past carry the risk at least,
0:42.3	maybe not every single time, but carry the risk at least maybe not every single time but carry the risk of
0:44.1	significant underperformance following those events as the market reacts to what we
0:47.9	learn and as perhaps expectations which sometimes run out of control are maybe not met in some cases.
0:55.0	And in this case with the details that we talked about with price and range,
0:58.0	obviously a lot of great things with the cyber truck, but those two things being
1:01.0	big headline drivers.
1:03.2	I'm glad that we've kind of now made it through that initial period
1:05.9	after the unveil with the stock still holding up relatively close to
1:09.8	where it was going into the event.
1:11.1	So I think in general a positive to see that. I do think
1:14.7	that some of the reviews that we have seen so far probably helping a little bit with that. They have
1:17.7	generally been quite positive I would say. They, Tesla gave three different
1:22.2	reviewers the availability of the cyber truck to make their reviews
1:26.3	They were embargoed released early morning on Friday would have loved to have talked about them on Friday just didn't work out quite with the schedule, but we got reviews from
1:34.7	MKBHD, Top Gear, and Hagardy, Jason Camisa. So we'll talk about some of the details from some of those but just in general pointing out if we can see Marquez Brownly on here
1:46.1	This already has 13 million views if I refresh that's probably can continue increasing
	...

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