Musk Updates on Tesla / xAI, FSD Updates, Cybertruck Frame, India, Malaysia (07.14.23)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 15 July 2023
⏱️ 14 minutes
🧾️ Download transcript
Summary
➤ Musk elaborates on relationship between Tesla and xAI, comments on FSD and Dojo
➤ New Cybertruck body-in-white
➤ Panasonic reportedly in discussions with India
➤ Musk meets with Malaysian prime minister
➤ FSD Beta update
➤ Supercharger v4
➤ Model Y Korea
➤ Volkswagen CEO comments
➤ BYD factory proposal
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
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Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Hey everybody, we're up now. We're here happy Friday. Today we are talking about some |
| 0:11.6 | interesting comments from Elon Musk on the XAI Twitter space today. We've also got |
| 0:15.5 | a bit of an update on the Cybertruck, FSD Beta, and a couple other items as well. |
| 0:20.6 | Looking at the stock, pretty nice day for Tesla today, finishing up 1.25% closing at $281.38 |
| 0:26.5 | while the NASDAQ was down 0.2% on the day today. We've been talking about the NASDAQ 100 |
| 0:32.2 | rebalancing and they were supposed to publish some information on that today. I haven't seen |
| 0:37.1 | it anywhere yet. It's possible it's been published, but that may be coming yet still later |
| 0:41.3 | today. So we'll continue to keep an eye out for more news on that. But getting into Tesla |
| 0:45.4 | updates, probably the most significant news today coming from the XAI Twitter space, which |
| 0:50.6 | happened right at Market Close today, made a quick recap of things that I thought were |
| 0:56.7 | relevant to Tesla and just kind of interesting with XAI as well. Obviously we're all still |
| 1:00.4 | learning about this company at this point. Elon did say that yes, this is going to be |
| 1:04.6 | a competitor of OpenAI slash Google Bard. No big surprise there. I think given Elon's |
| 1:10.6 | previous comments that this is the case, but interesting to have that confirmation. And |
| 1:15.3 | they did say that they are really passionate about releasing tools and products early and |
| 1:20.3 | engaging with the public. So it sounds like they're already working on their first release |
| 1:24.1 | and they said they'd share more information on that in a couple of weeks or so. It doesn't |
| 1:29.2 | necessarily mean they would launch whatever product that they are working on in a couple |
| 1:33.3 | of weeks, but you never know with Elon. Sometimes he'll develop those things quite publicly |
| 1:39.1 | as we have seen in the past. So it'll be interesting to follow XAI just a couple of things |
| 1:43.8 | with AI in general. This kind of bleeds into some of the notes on Tesla. Elon said that |
| 1:48.5 | he expects to go from, you know, the industry basically to go from an extreme silicon shortage |
... |
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