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Tesla Daily: Tesla News & Analysis

Morgan Stanley’s China Forecasts, Upcoming FSD Price Increases, Pearl White, Disney/Tesla (07.17.19)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tsla, Model3, Technology, News, Tesla, Investing, Tech News, Modely, Business, Models, Modelx

4.81.1K Ratings

🗓️ 18 July 2019

⏱️ 9 minutes

🧾️ Download transcript

Summary

– Elon adds some context on Pearl White Multi-Coat base paint
– FSD price increase planned for mid-August
– Rumored Disney/Tesla Tomorrowland theme park partnership
– Morgan Stanley issues updated note with feedback from MS China team

Links:
Email > [email protected]
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Morgan Stanley’s China Forecasts, Upcoming FSD Price Increases, Pearl White, Disney/Tesla (07.17.19) appeared first on TechCast Daily.

Transcript

Click on a timestamp to play from that location

0:00.0

Hello and welcome to the Wednesday July 17th

0:10.0

2019 edition of Tesla Daily on official Tesla Podcast.

0:13.0

My name is Rob Maower, quite a few things to catch up on today.

0:16.0

I do apologize for missing yesterday's episode.

0:18.0

I actually did record half of it and then the Nurellink event started

0:21.0

and it went a little bit later than I thought it would

0:22.8

so I didn't have time to finish up the episode afterward. Nevertheless we will catch up on that

0:26.8

stuff today. Tuesday was a pretty quiet day overall still a couple of things that we'll talk about

0:31.0

but on Tuesday Tesla was down almost half a percent that was in line with the

0:34.8

NASDAQ and then today rebounding a bit up 0.98 percent to

0:38.6

$254.86 cents which compared to the NASDAQ on Wednesday today, down 0.46%.

0:45.6

Tuesday's news really came from a couple of Elon tweets.

0:48.2

He did address the surprising move to offer the Pearl White multi-coat as the base white saying,

0:52.8

quote, basic white adds too much service repair complexity.

0:56.5

Team convinced me better to go with Pearl White, end quote.

1:00.4

That's particularly interesting because one of the reasons that I had seen speculated and I thought made a lot of sense and kind of adopted that point of view was that perhaps the decision to switch to white was made from an easier service perspective or a less frequent service perspective.

1:13.0

This tweet doesn't necessarily rule that out because the

1:15.2

purl white could still be easier than the black, and adding a solid white would be

1:18.4

another color choice, which would add complexity.

1:21.0

But while this tweet doesn't necessarily contradict that idea, it doesn't go a long way in terms of offering support for that theory either.

1:26.3

So for me, this remains as a relatively confusing decision.

1:29.4

I'm sure there are reasons for it.

...

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