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Tesla Daily: Tesla News & Analysis

Model 3 Refresh Rumors, China Update, Giga Berlin Production, Semi, FSD Wide Release (11.28.22)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tech News, Technology, News

4.81.1K Ratings

🗓️ 29 November 2022

⏱️ 14 minutes

🧾️ Download transcript

Summary

➤ Report on refreshed Model 3 coming in 2023
➤ Updates on Tesla’s Giga Shanghai
➤ Giga Berlin reportedly hits record production
➤ Tesla announces launch in Thailand
➤ Elon Musk comments on Semi test
➤ Tesla opens FSD Beta to all North American customers
➤ Report on Tesla semiconductor partnership
➤ Elon Musk mentions possibility of making phone
➤ Aptera announces use of NACS

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Patreon: https://www.patreon.com/tesladailypodcast
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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. Welcome back to Tesla Daily. Hope everybody had a great

0:11.1

little day and a half market holiday there. We got plenty to catch up on and a lot to

0:15.0

look forward to this week, so we'll take a look at the calendar. We've also got a report

0:18.4

on an updated Model 3 news on Gigashang High and Gigaburlin and plenty of other news

0:23.3

as well. Looking at the stock, I'm thankful that we're pretty much right where we left

0:27.1

off on Wednesday, Tesla trading just below $183 per share up 0.03% on the day, narrowly

0:33.4

green, while the NASDAQ was down 1.6%. So really nice to see a bit of outperformance from

0:38.6

Tesla after a rough week and a half or two weeks there. Over the last two sessions, Tesla

0:42.2

basically flat with the NASDAQ down 2%. This outperformance is, despite continued

0:46.8

probably increasing uncertainty around COVID in China. Lockdown type restrictions have persisted.

0:53.0

Now over the last couple of days, protests have been breaking out. And today, folks

0:56.3

wagon announced that for the last week, they have had production paused at their Chengdu

0:59.9

factory and put two out of five production lines on hold at their Chengdu factory. Both

1:05.6

of these locations are still quite far from Shanghai and Volkswagen might be more willing

1:09.6

to shut down production than Tesla. But again, the uncertainty would seem to be rising.

1:14.6

We've also got a report from Wu Hua on Gigashang High. He said that China's epidemic prevention

1:19.1

has been upgraded again, starting from November 26th. So Saturday, Tesla Shanghai Factory

1:24.3

has undergone a click as to testing from once every two days to once a day before entering

1:28.5

the factory. He also then adds a point which he later clarifies, saying that present employees

1:33.0

are blocked at home and unable to work normally. But he said that maybe this expression is wrongly

1:37.3

translated and that the employees who are blocked and controlled at home cannot work normally.

1:41.8

They are replaced by employees who are not blocked in other shifts. So he says that

...

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