Fremont Permits, Model 3, Weekly China Numbers, Potter Note, Berlin, Apple Car (12.06.22)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 7 December 2022
⏱️ 14 minutes
🧾️ Download transcript
Summary
➤ Tesla applies for Fremont factory updates
➤ Model 3 vehicles spotted with interesting camouflage
➤ Weekly insured vehicle numbers decline in China
➤ Piper Sandler issues Tesla note with research on China market
➤ Wired questions Giga Berlin staffing levels
➤ Tesla shares details on lithium refinery
➤ Volkswagen CEO to present software strategy to board
➤ Apple reportedly delays Apple Car project
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Executive producer Jeremy Cooke
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Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Hey everybody, Rob Mauer here, and today we are talking about some updates on Tesla's |
| 0:11.2 | remote factory and the Model 3. |
| 0:12.8 | We also have plenty more news out of Tesla in China, including new weekly insurance data, |
| 0:16.7 | and some really helpful research from Alex Potter at Piper Sandler, got some updates on |
| 0:20.4 | Gigaburlin, Tesla's new lithium facility plans, and more. |
| 0:24.8 | Quick look at the stock, not a bad day, all things considered with Tesla finishing down |
| 0:28.2 | nearly 1.5% today, closing at $179.82, but the Nasdaq was down 2% on the day, major |
| 0:34.4 | names like Apple, Amazon, down 2.5 to 3%, so nice to see a bit of an outperformance, |
| 0:38.8 | especially given the weakness that we had had to start the week. |
| 0:41.4 | Alright, we'll start off here with an update on Tesla's remote factory, particularly |
| 0:45.3 | relating to the Model 3, this is being reported by Tesla Roddy. |
| 0:48.7 | They noticed that this morning Tesla had filed a couple applications for some changes |
| 0:52.2 | at Fremont. |
| 0:53.3 | The project information for the first application discusses light repair and M3 body fit temp |
| 0:59.0 | 10s, and Tesla says that quote, the 10s will be installed until May 1, 2023 end quote. |
| 1:04.2 | Certainly not the first time that we have seen Tesla use 10s like this, they're called |
| 1:07.1 | sprung structures, Tesla's done this before with general assembly lines. |
| 1:10.4 | This sounds like that would be a part of general assembly line 3 for Tesla Roddy's report. |
| 1:14.8 | Perhaps this would free up more permanent areas of the factory right now for some other |
| 1:18.3 | changes. |
| 1:19.3 | Now the second application project information here indicates the intention to quote demolish |
| 1:23.4 | break and roll equipment and it's supporting electrical and mechanical utilities, provide |
... |
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