Musk Comments On Master Plan Part 3, Tesla Mining, Texas LR Model Y, Diess (06.28.22)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 29 June 2022
⏱️ 12 minutes
🧾️ Download transcript
Summary
➤ Elon Musk comments on Tesla’s Master Plan Part 3 and Tesla’s level of interest in mining
➤ Albemarle looks to expand US lithium capacity
➤ Report on Samsung’s 4680 battery progress
➤ Tesla begins Long Range Model Y deliveries from Giga Texas
➤ Q2 delivery expectations fall ahead of report
➤ Volkswagen CEO Herbert Diess comments on Tesla
➤ Discrimination lawsuit continues
➤ Correction on China EV incentives
➤ Tesla lays off portion of labeling team
➤ SpaceX faces lobbying pressure (https://www.votervoice.net/SpaceX/Campaigns/95756/Respond)
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Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Hey everybody, Rob Mauer here, and today we are talking about new comments from Elon Musk |
| 0:11.6 | on Tesla's Master Plan Part 3, we also commented on mining, and we do have some other lithium |
| 0:16.6 | mining news as well. |
| 0:17.6 | We've also got news on 4680 batteries, an update on Gigatex's news from Volkswagen, and |
| 0:22.8 | a couple of other items. |
| 0:24.2 | It did actually seem like a pretty quiet day in the markets today, despite the magnitude |
| 0:27.7 | of the move here, Tesla down 5% on the day to close at $697.99, but NASDAQ was down |
| 0:33.8 | 3% today. |
| 0:34.8 | I guess everything tends to seem a little bit quieter when Elon is not on Twitter, not |
| 0:39.0 | back today, despite his birthday, so happy birthday. |
| 0:41.4 | Elon, the consensus train of thought seems to be that maybe Elon is being quiet due to |
| 0:45.6 | some pending news with the Twitter deal, definitely could be, I think that's plausible, |
| 0:49.2 | but that hasn't really stopped Elon throughout the entirety of this saga, so we'll just have |
| 0:52.8 | to wait and see. |
| 0:53.8 | Alright, first up today we've got some news from the new Elon Musk interview from |
| 0:57.7 | Jonna Criter, while the full interview isn't published yet, she did put a little bit of |
| 1:01.4 | a recap of the interview on her site today, and also published a short 30 second or so snippet |
| 1:06.6 | of Elon talking about Masterplan Part 3, so we've heard him allude to this before, and |
| 1:11.2 | we do get a little bit more detail here with Elon saying quote, Masterplan Part 3 is about |
| 1:15.8 | scaling, like how do we scale to that fully sustainable energy economy, and what tonnage |
| 1:20.2 | do we need of what materials, and what is maybe the best way to get all of those materials |
| 1:24.6 | and turn them into batteries. |
... |
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