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Tesla Daily: Tesla News & Analysis

Huge Model 3 Invites, Elon Musk Remains Bullish, Panasonic Update on Cell Production (06.28.18)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tech News, Technology, News

4.8 β€’ 1.1K Ratings

πŸ—“οΈ 28 June 2018

⏱️ 6 minutes

🧾️ Download transcript

Summary

– Tesla invites a huge number of Model 3 reservation holders to configure
– Tesla registers dual motor AWD VINs with NHTSA
– Another internal Elon Musk email leaked to Bloomberg
– Panasonic shares an update on battery cell production

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

The post Huge Model 3 Invites, Elon Musk Remains Bullish, Panasonic Update on Cell Production (06.28.18) appeared first on TechCast Daily.

Transcript

Click on a timestamp to play from that location

0:00.0

Hello and welcome to the Thursday June 28th 2018 edition of Tesla Daily on

0:11.7

official Tesla Podcast.

0:13.0

My name is Rob Mauer.

0:14.0

Today we've got a lot of quick topics to cover,

0:16.0

including Model 3 Invites,

0:18.0

Model 3 Vins, another internal email from Elon Musk,

0:21.0

and some news from Panasonic.

0:22.6

Tesla stock on Wednesday finished up 0.73% to $ 344.50

0:27.8

as compared to the Nasdak down 1.54%.

0:31.2

So another day this week where we've seen really strong performance from

0:34.5

Tesla in a relatively weak market. All right, so after we saw some changes to the

0:39.2

Model 3 design studio two days ago, yesterday Tesla opened up configuration for what seems to be if not all

0:45.8

reservation holders in the United States, most reservation holders in the U.S. and I believe

0:51.1

most in Canada as well.

0:52.7

Still trying to get a handle on the exact group, but it's a lot.

0:56.3

I've seen multiple dates through 2016, 2017, and on Reddit there is someone that reserved on

1:01.3

May 26, 2018 that was invited to configure last night. is like everybody across the board is getting the same delivery estimates of two to four months for performance

1:14.7

and three to five months for the long-range or dual motor non-performance.

1:18.4

Now that we have a pretty good idea that the full tax credit will end at the end of 2018 and delivery estimates for long-range

1:25.4

and dual motor being three to five months. Knowing Tesla's propensity to sometimes

1:29.3

fall behind on their time estimates, there is a very strong incentive to place an order right now on top of the fact that orders placed before July 1st will be able to save that $100 per year on the premium data package.

1:43.4

So my thought would be if you are on the fence and trying to decide whether you want to

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