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Tesla Daily: Tesla News & Analysis

FSD v12 Progress, Q4 Records, Upgrades, Public Relations (12.28.23)

Tesla Daily: Tesla News & Analysis

Rob Maurer

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

4.81.1K Ratings

🗓️ 29 December 2023

⏱️ 23 minutes

🧾️ Download transcript

Summary

➤ FSD Beta v12 expands to large number of Tesla employees
➤ Tesla poised for record quarter in China
➤ Q4 delivery and production report soon
➤ Report on plans for Model Y upgrade in China
➤ Comments regarding Tesla’s plans in India
➤ Report on Tesla’s FSD hardware
➤ Uber may leverage Tesla for Japanese fleet
➤ More Cybertruck orders, crashed Cybertruck
➤ Heatmap poll
➤ Tesla does more PR
➤ Xiaomi unveils first EV
➤ Calendar

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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

Click on a timestamp to play from that location

0:00.0

Hey everybody is having a great holiday season.

0:07.0

Hey everybody, Rob Maower here.

0:09.0

Welcome back. I hope everybody is having a great holiday season.

0:11.0

Thank you for the flexibility on scheduling

0:13.4

as, of course, the holidays are going on,

0:15.4

and I've got a lot of things to wrap up

0:17.2

with other work before the end of the year,

0:18.8

so appreciate that.

0:19.9

But we've got a lot of catch up on here,

0:21.2

so let's jump right into it.

0:22.4

Tesla on the day today, down 3.2%. But we've got a lot of catch up on here, so let's jump right into it.

0:22.5

Tesla on the day today down 3.2%, closing at $253.18.

0:27.6

The NASDAQ down about, well I guess 3,100's of a percent today, so pretty much flat. We did see a couple of

0:34.5

days of outperformance for Tesla prior to this. We're actually now with the drop today

0:38.4

right around where we left off on Friday so not too much movement but we do have quite a bit of news again to catch up on.

0:46.0

Most exciting of that news, I think, is that Tesla has actually started to roll out FSD

0:50.2

beta version 12.1 to more employees.

0:54.2

Tesla scope is saying that this has gone to quote unquote

0:56.8

wave one, which they say includes 15,000 plus personally owned

1:01.5

Tesla employee vehicles.

1:03.0

So this would be a pretty massive expansion over version 12.0, presumably.

1:08.0

That went to, I think, just a very select group of Tesla employees.

...

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