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Tesla Daily: Tesla News & Analysis

Nio Day vs. Tesla, Tesla India, Model Y Safety (01.12.21)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tech News, Technology, News

4.81.1K Ratings

🗓️ 13 January 2021

⏱️ 14 minutes

🧾️ Download transcript

Summary

➤ Nio unveils new vehicle, solid state battery plans, updated battery swap stations, and new autonomous driving hardware at Nio Day 2020
➤ Comparing Nio’s announcements and strategies to Tesla and Tesla’s Battery Day
➤ Tesla establishes business unit in India
➤ NHTSA issues Model Y crash safety rating

Twitter: https://www.twitter.com/teslapodcast
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Tesla Referral: https://ts.la/robert47283

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Transcript

Click on a timestamp to play from that location

0:00.0

Hey, Rob Maower here and today because we don't have a lot of other Tesla news going on. I thought we'd spend some time going

0:13.3

through Neo Day, which Neo held a couple of days back, and I've gotten quite a few

0:17.1

questions on. So we do have a little bit of Tesla News that we'll go

0:19.7

through. We'll talk here about the stock right at the start and then we'll

0:22.0

go through some takeaways from Neo Day where they announced a new vehicle some changes to

0:25.8

their autonomous driving plans and infrastructure. First up we'll take a look at

0:29.5

Tesla stock though Tesla bounced back today from the Down 8 performance to start the week, finishing the day up 4.7% to $849.44, that compared to the NASDAQ up 0.3%.

0:41.0

There was a bit of confusion today a couple of places had sent out that Tesla had set a date for their key for earnings report.

0:46.4

Martin Vieka on Twitter did confirm that no official date has been set yet.

0:50.3

My expectation is that earnings will be released aftermarket close on Wednesday, January 27th,

0:55.0

and I think we'll hear about that in the next few days.

0:58.0

All right, moving on to Neo then, I think everyone is familiar with them.

1:01.0

Over the weekend, they held an event Neo Day in which they had quite a few new announcements

1:05.2

including updates to their autonomous hardware, a new premium all electric sedan, and an update on their

1:10.8

battery swap initiative.

1:12.8

So I want to give my early thoughts on this and sort of the relevancy to Tesla.

1:16.2

I wouldn't consider this necessarily a deep dive into Neo Day, more of an overview and strategic

1:20.7

discussion.

1:21.7

We'll start off with the product. This is probably

1:23.2

catching the most attention so Neo unveiled a new premium sedan the ET7 and they

1:28.6

expect to begin shipping this in Q1 of 2022. It will come with three different battery size variants, 70

1:35.5

kilowatt hour, 100 kilowatt hour, and then later to come in Q4 2022, 150 kilowatt hour

...

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