NEVI Funding, Charging Updates, China Sales, FSD, Data Centers (08.15.23)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 16 August 2023
⏱️ 9 minutes
🧾️ Download transcript
Summary
➤ Tesla adds new charging product to shop
➤ Some states announce National Electric Vehicle Infrastructure funding awards
➤ China insured vehicle numbers
➤ Fisker to adopt NACS
➤ Rivian CEO comments on NACS
➤ Reports on FSD efforts in China
➤ Tesla seeks data center lead for end-to-end design
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Executive producer Jeremy Cooke
Executive producer Troy Cher asaro
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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
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| 0:00.0 | Hey everybody, Rob Mauer here and today we've got a couple updates on Tesla charging, |
| 0:11.5 | some news items out of China and interesting job listing for Tesla and a few other items |
| 0:15.6 | as well. |
| 0:16.6 | Another tough day for Tesla Stock today finishing down 2.8% to close at $232.96, while the |
| 0:22.7 | NASDAQ was down 1.1% on the day today. |
| 0:25.8 | I have seen in various places a couple of mentions of Tesla being on some 18 day losing |
| 0:30.4 | streak or something like that. |
| 0:31.9 | Not sure where that's coming from, that's not accurate and only takes like a second |
| 0:34.8 | to check, but we've had a number of positive days over that period of time whether you're |
| 0:38.0 | looking at it from a trading day perspective or a calendar day perspective. |
| 0:42.1 | So if you do happen to see that as well, you can ignore that or let them know that it |
| 0:45.2 | is not correct. |
| 0:46.2 | Alright, starting off, I want to take a quick look at China-insured vehicle numbers for |
| 0:49.9 | the week of August 6th through the 13th. |
| 0:52.2 | And for this week it sounds like the insured vehicle numbers came in right around 14,000. |
| 0:56.3 | I've seen both 13,800 and 14,000 even, CNEV post has 14,000, they usually do a pretty |
| 1:02.0 | good job, so that's the number I'm going with here. |
| 1:04.4 | And that's a really nice number, a couple of weeks in a row now with strong numbers. |
| 1:07.7 | This would be the best week of the quarter so far. |
| 1:09.7 | It moves quarter to date through the first 6 weeks, up to 58,300 vehicles insured, that |
| 1:14.6 | compares with 57,200 through the first 6 weeks of Q2, which of course ended up being |
| 1:20.0 | a record quarter. |
... |
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