4.8 • 1.1K Ratings
🗓️ 16 September 2023
⏱️ 17 minutes
🧾️ Download transcript
➤ Tesla reportedly developing next level casting for new vehicle platform
➤ Giga Mexico report
➤ Cybertruck delivery info
➤ Tesla removes 4680 Model Y
➤ Updated Model 3s spotted at port
➤ Tesla exec shares Autobidder profit details
➤ Tesla adds new referral program award
➤ UAW begins strike
➤ PPI / Calendar
➤ Isaacson interview: https://youtu.be/eXonrPDVesc
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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
Click on a timestamp to play from that location
0:00.0 | Hey everybody, we're out now, we're here happy Friday, today we've got some catching |
0:10.4 | up to do after the Walter Isaacson interview yesterday, got some very interesting details |
0:14.4 | on Tesla's next generation vehicle platform, some vehicle updates, the UAW has commenced |
0:19.4 | its strike and a few other items as well. |
0:22.2 | Alright, looking at the stock, not a bad day for Tesla today, down 6.10% closing at $274.39 |
0:28.8 | and NASDAQ down 1.6%, so actually a pretty decent overperformance from Tesla relative |
0:32.6 | to the broader market, however, interestingly with the UAW strike, Tesla is actually out |
0:38.2 | performed by Ford, GM and Stellantis today, so not sure exactly what interpretation the |
0:44.4 | market is taking there with the strike, you would kind of presume that this would be something |
0:48.5 | that would be negative for them, probably a positive for Tesla, though that's a little |
0:52.4 | bit up for debate, but nevertheless, those stock seeming now performed today. |
0:57.9 | Alright, kind of an interesting headline here from Reuters today as we get into the news, |
1:02.0 | they say Tesla's reinvented car making with quiet breakthrough, so it's a nice headline, |
1:06.6 | I'll take that, if we get into the article, what this article is about is for Tesla's |
1:10.8 | next generation vehicle, Tesla's plans to do a single frame, single large frame, unibody |
1:18.1 | casting for the next generation vehicle, so this is something, you know, this is something |
1:23.5 | that's been on the road map or sort of the hypothetical road map for Tesla for years, |
1:31.0 | if we go back all the way to 2019, as we have talked about, as we have talked about |
1:34.8 | many times on the podcast, Tesla filed a patent application back in 2019 for a multi-directional |
1:42.0 | unibody casting machine for a vehicle frame, so if we zoom in a bit on this photo, we |
1:47.3 | can see what Tesla kind of had in mind at that time, obviously Elon has talked about |
1:51.7 | how he wants vehicles to just be essentially like making a toy car, which would be sort |
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