4.8 • 1.1K Ratings
🗓️ 9 September 2021
⏱️ 9 minutes
🧾️ Download transcript
➤ Leaked Elon Musk email provides context for other rumors, Q3 results
➤ Tesla China opens massive new delivery center, plus rumors on production
➤ Elon Musk provides more details about the FSD Beta rollout plan
➤ Tesla exec recognized on Fortune’s 40 Under 40 list
➤ New York moves to ban internal combustion engine vehicles
➤ Latest rumor on Apple’s car project
➤ Ford closes India factories
Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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0:00.0 | Hey everybody Rob, now we're here and today we have a new leaked email from Elon Musk |
0:11.4 | that gives us a little bit more clarity on some rumors that we talked about earlier |
0:14.5 | this week. |
0:15.5 | We also have some updates from China we've got a new huge delivery center there and some |
0:19.0 | rumors about production, updates from Elon on the FSD beta including the rollout plan |
0:24.1 | and a couple other items as well. |
0:26.1 | Another pretty quiet day for Tesla stock finishing up one tenth of a percent to $754.86 |
0:31.5 | the NASDAQ finished down a quarter percent. |
0:34.0 | Alright so first up we have Reuters reporting on a leaked email from Elon Musk to Tesla |
0:38.0 | employees asking them to go super hard core to quote ensure a decent Q3 delivery number. |
0:44.0 | End quote. |
0:45.0 | Unfortunately they don't share the entire body of the email but they do share some direct |
0:48.6 | quotes here. |
0:49.6 | So first reads quote, the end of quarter delivery wave is unusually high this time as |
0:54.1 | we suffered like the whole industry from extremely severe parts shortages earlier this |
0:58.7 | quarter. |
0:59.7 | End quote. |
1:00.7 | He also said that Tesla's built a lot of cars with missing parts that needed to be added |
1:04.1 | later and that this is the biggest wave in Tesla history. |
1:07.9 | So this gives us a little bit more context on a report that we had talked about on Tuesday |
1:11.3 | from Electric which was reporting on a company wide conference call during which Elon |
1:15.7 | apparently said that September will be the craziest month for deliveries Tesla will |
... |
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