4.8 • 1.1K Ratings
🗓️ 15 March 2022
⏱️ 15 minutes
🧾️ Download transcript
➤ New documents show details of updated Model Y
➤ Tesla stock continues to struggle with macro headwinds
➤ Elon Musk challenges Vladimir Putin
➤ Tesla & SpaceX costs rising according to Elon Musk
➤ Tesla begins releasing FSD Beta 10.11 with many changes
➤ Some factories shut down in parts of China, other concerns increase
➤ Model S and Model X show up at Giga Shanghai
➤ US Senators advocate for Defense Production Act for battery materials
➤ Ford discusses dealerships under new business structure
➤ Stellantis CEO believes they will catch up with Tesla
➤ US changes regulations involving autonomous vehicles
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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 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 welcome back to Tesla Daily today we are talking about |
0:11.4 | a possible new version of the model why that's shown up on the EPA website we've also got |
0:15.3 | quite a few comments from Elon Musk a new version of FSD beta a few updates out of China |
0:20.1 | and a handful of other items as well. |
0:22.2 | Looking at the markets obviously another tougher day today with the Nasdaq down 2%, significantly |
0:26.3 | more than the DAW which is flat Tesla on the day down 3.6% to $766.37 which is only a |
0:32.3 | couple of bucks above the lowest close so far this year. |
0:35.8 | So obviously the movement there is predominantly macro related we'll get into some of those |
0:39.1 | reasons throughout this episode but just something to keep an eye on as we go through this |
0:42.1 | week as we've talked about before the Fed is meeting this week that'll happen on Wednesday |
0:46.3 | or at least we'll get the outcome of the meeting on Wednesday so that'll determine |
0:49.6 | interest rate increases obviously a 25 basis point increase expected there I think the |
0:53.6 | rest of the commentary accompanying that will be more determinant of how the market perceives |
0:58.1 | this event that'll happen 2 hours before market close and again that's on Wednesday. |
1:02.4 | As far as other macro factors go there are new covid concerns in China we'll talk about |
1:05.9 | that a little bit later on in the episode then of course there are other supply chain |
1:08.9 | challenges costs are concerned and Elon actually tweeted about that over the weekend saying |
1:12.9 | that Tesla and SpaceX are seeing significant recent inflation pressure in raw materials |
1:16.2 | and logistics and that they are not alone. |
1:18.8 | Tesla was actually pretty significantly underperforming at market open and some people I think assuming |
1:23.3 | that that was because of some other Elon Musk tweets I'm sure most have seen it by now |
1:27.0 | obviously got a lot of attention but Elon saying this morning that I hear by challenge |
... |
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