4.8 • 1.1K Ratings
🗓️ 10 January 2024
⏱️ 12 minutes
🧾️ Download transcript
➤ New video posted by SpaceX offers evidence relating to a Wall St. Journal report on Elon Musk
➤ New China sales data
➤ Giga Mexico report
➤ Model 3 Highland briefly appears on Tesla US site
➤ Advertising discussion
➤ Honda announces Series 0 EVs
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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 Maurer, we're here and today we've got new insight on some recent reporting around Elon Musk. |
0:12.0 | We've also got new data out of China |
0:13.6 | an update on gigamexco and more. Not a strong day for Tesla stock today |
0:17.7 | closing down 2.3% to $234.96 cents while the NASDAQ rallied back and |
0:22.4 | did finish up about one-tenth |
0:23.9 | of a percent on the debt. We'll start off with a couple updates out of China. |
0:27.2 | We are starting to get the final December numbers broken out so previously we |
0:30.4 | had the whole sales figure. We now have that broken down between retail or domestic sales and exported |
0:35.4 | vehicles for the month and also the model 3 and model Y breakdown between the wholesale |
0:38.9 | sales figure. We'll start with retail sales though almost 76,000 vehicles sold domestically in China in |
0:44.4 | December. It's a strong way to close the year this is nearly a record month for |
0:48.0 | Tesla in China following a couple thousand vehicles short but this does move |
0:51.2 | Q4 as a whole to almost 170,000 sales in China for the |
0:56.3 | quarter and that is a record quarter by about 8% over the previous record. |
1:00.6 | Nice to see such a strong end to the year for Tesla in China. |
1:03.9 | For exports we have about 18,000 vehicles exported in December, and then for wholesale sales we can |
1:08.9 | see the breakout between Model Y and Model 3. |
1:11.1 | At first glance, nothing too notable 31,981 Model 3, at first glance nothing too notable 3 |
1:13.4 | 3, 62,158 model Y, but that model 3 number that is a record |
1:18.9 | wholesale sales figure for the model 3. We already had a pretty good idea about this but more |
1:23.4 | evidence that model three high land production after that transition |
1:26.2 | continues to be quite strong. And then because this is December we now have the full |
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