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Tesla Daily: Tesla News & Analysis

Giga Berlin Tour Report, Production Rumors, Ron Baron, Dan O'Dowd, Toyota (08.25.22)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tech News, Technology, News

4.81.1K Ratings

🗓️ 25 August 2022

⏱️ 13 minutes

🧾️ Download transcript

Summary

➤ Analysts react to tours of Giga Berlin
➤ Rumors on Giga Berlin production rates
➤ FSD Beta release schedule update
➤ Ron Baron comments on Tesla and SpaceX investment expectations
➤ Nvidia discusses Tesla GPU purchase
➤ Tesla sends cease and desist letter to Dan O’Dowd
➤ Toyota EVP pursues gaslighting strategy on electric vehicles

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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
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 we are talking about Tesla having done some factory

0:11.4

tours with Analysts at Gigabralin, we're getting some early feedback from those tours,

0:15.5

so we'll talk about that.

0:16.5

Also, we got a couple of rumors on Gigabralin's production rate news on FSD Beta, an update

0:21.1

from Ron Barron on his Tesla investment and a few other items as well.

0:24.8

Alright, so the Tesla Stock Split now in effect, Tesla closing down about a third of a percent

0:29.2

today to $296.7, so it'll take a little bit of time to get adjusted to those new prices,

0:34.7

but back in a very familiar trading range for Tesla historically.

0:38.0

The NASDAQ today was up 1-2 thirds percent, so definitely an underperformance for Tesla

0:41.4

on a day today.

0:42.4

Hopefully, we'll remember this next time we have a bunch of investor questions on when

0:46.3

the next stock split is going to be.

0:48.6

Moving into the news, I want to start off with a couple of updates from Gigabralin.

0:51.7

It sounds like this week Tesla has been giving tours to Analysts of the Factory, so we're

0:55.7

starting to see some recaps come out from those tours, first of which here seems to be

0:59.1

from UBS they've released a note today on their experience, and they had quite a few

1:03.2

interesting points to note.

1:04.6

They start off the note with a headline that reads, Gigabcasting is the key innovation,

1:08.2

ramp up obviously progressing well.

1:10.2

They describe that by saying quote, we were the first broker to get a Gigabralin tour together

1:14.0

with key clients.

1:15.0

We saw a very busy factory floor obviously making good progress towards the 5,000 car per

...

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