4.8 • 1.1K Ratings
🗓️ 1 December 2021
⏱️ 16 minutes
🧾️ Download transcript
➤ Leaked Elon Musk email to employees highlights “genuine risk of bankruptcy” amid engine production challenges
➤ Tesla Giga Press supplier discusses design process, Tesla’s ambitious targets, broader automotive adoption
➤ New comments from Michigan senators on US federal EV tax credit status
➤ More information on approval process for Giga Texas
➤ Further discussion of Mary Barra’s comments
➤ Following up on Giga Berlin works council efforts
➤ Rooftop solar hits milestone in South Australia
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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 Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
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 actually have another leaked email from Elon |
0:11.2 | Musk to talk about. |
0:12.2 | This is actually not to Tesla employees but rather to SpaceX employees. |
0:15.5 | It's been a bit quieter of a Tesla news day. |
0:18.1 | We still have some things to cover there, but I think this is probably the most interesting |
0:21.7 | thing for us to talk about today. |
0:23.7 | So we'll start off with that. |
0:24.7 | Then we also have some news on Tesla's collaboration and developments of the gigapress casting machines. |
0:29.2 | We've also got a couple of small updates on the status of the potential USDB tax credit, |
0:34.0 | a little bit of follow up on Gigatexis and a couple other topics and some news in the |
0:38.1 | solar industry as well. |
0:39.9 | Start off with the stock though, Tesla today actually fairing very strongly given the macro |
0:43.4 | environment. |
0:44.4 | Finishing up 2 thirds of a percent to $1,144.76 while the Nasdaq was down a little bit |
0:50.2 | more than 1.5% on the day. |
0:53.0 | The S&P and the Dow were both down about 1.9% so for Tesla to finish up in that sort of |
0:57.0 | environment, really strong day, relatively. |
1:00.0 | Quick form 4 check, no other form 4s have been filed since we've last discussed. |
1:03.4 | This is as a market close, we'll see if we see any more today. |
1:06.1 | But right now the last batch of those, still from November 23rd. |
1:09.2 | Alright, getting into the news then, as I said, we're going to start off with a leaked |
1:12.8 | Elon Musk email here to SpaceX employees, so I know not necessarily directly relevant |
... |
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