Impact Report, Shareholder Meeting, China Insured, Supercharging, Semi, GM (04.25.23)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 26 April 2023
⏱️ 14 minutes
🧾️ Download transcript
Summary
➤ New insight from Tesla’s latest Impact Report
➤ Full report: https://www.tesla.com/ns_videos/2022-tesla-impact-report.pdf
➤ Highlight report: https://www.tesla.com/ns_videos/2022-tesla-impact-report-highlights.pdf
➤ Tesla begins sending out shareholder meeting invites
➤ Weekly China insured vehicle numbers
➤ Tesla reportedly begins opening Superchargers in China
➤ Tesla Semi update
➤ FSD Beta comments
➤ GM plans to end Chevy Bolt production
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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
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| 0:00.0 | Hey everybody, we're here and today we get to talk about Tesla's impact report for 2022 |
| 0:12.0 | always some really interesting details that are shared in these reports. |
| 0:15.0 | We've also got updated China injured vehicle numbers for the week, a couple of updates |
| 0:18.6 | on Semi and FSD and a few other items as well. |
| 0:22.0 | Tesla stock gave it a pretty good job today floating with green all day but ultimately |
| 0:25.2 | finishing down 1.2% to close at $160.67 but outperforming the NASDAQ, which was down |
| 0:31.0 | 2% in the day. |
| 0:32.4 | We are getting a little bit of a bump after hours about a half a percent or so, as Microsoft |
| 0:36.3 | and Google have both reported earnings, they're up about 4% so could lead to some broader |
| 0:40.4 | market strength tomorrow. |
| 0:41.7 | Alright, let's jump right into Tesla's impact report for 2022. |
| 0:45.5 | This is a 224 page document from Tesla but I promise it's not that bad, there are a lot |
| 0:50.4 | of pictures and I do recommend everyone read through this, it doesn't take that long. |
| 0:54.1 | There is also a highlight version that is only 61 pages, I'll put the link to both of |
| 0:58.2 | those in the description but there's always really interesting insight here so we'll |
| 1:01.2 | go through the key takeaways, a lot of these we have heard before or have talked about |
| 1:04.7 | at other points throughout the year so I'm going to try to focus in a little bit more |
| 1:07.8 | on things that are new or that we haven't talked about as much but that doesn't mean |
| 1:10.8 | that the other sections that we're not going to get a chance to talk about today are |
| 1:14.0 | any less important. |
| 1:15.3 | For example, there are some highlights of Tesla's master plan part 3 which we've spent |
| 1:18.4 | a lot of time on in this impact report, we're not going to go through that but just kind |
... |
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