4.8 • 1.1K Ratings
🗓️ 10 September 2021
⏱️ 9 minutes
🧾️ Download transcript
➤ Tesla’s Model S Plaid sets a new record on the Nürburgring
➤ Full leaked email from Elon Musk
➤ Video from inside Giga Texas
➤ Tesla discontinues one solar purchasing option
➤ Tesla finds a loophole in New Mexico
➤ GM and Toyota make production announcements regarding supply chain issues
➤ Harvard announces new investment plans
Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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0:00.0 | Hey everybody, Rob Mauer here, and today we're talking about a brand new record for the |
0:11.2 | Plaid Model S. Tessels taking that out to the Nürburgring, so we'll talk about that record |
0:14.8 | for EVs and how it stacks up with other vehicles. |
0:18.0 | We've also got an update on Giga Texas, news on Tesla sales in New Mexico, news on Tesla |
0:22.9 | Solar, and a couple other things as well. |
0:26.3 | First up with the stock looks like we gapped up to start the week, gapped down to end the |
0:29.5 | week, Tesla closing today, down about 2.5%, closing at $736.27. |
0:35.0 | That compared to the NASDAQ, which also fell into the close, finishing down 9.7%. |
0:39.9 | First up here, just a little bit more context on yesterday's story, that leaked email from |
0:43.3 | Elon Musk. |
0:44.3 | I was able to track down on Reddit that actual full email, and that does add a little bit |
0:48.0 | more context to what was reported on by Reuters yesterday. |
0:50.8 | So we talked about Elon mentioning cars that had missing parts that needed to be out |
0:54.4 | later. |
0:55.4 | He also said quote, I'd like to thank all the Tesla techs and contractors that helped |
0:59.3 | add back the missing parts, often in very difficult conditions, you rock and quote. |
1:04.2 | So yesterday we talked about how that email had emphasized extreme part shortages earlier |
1:07.9 | in the quarter, maybe suggesting that there has been a little bit of an improvement |
1:11.1 | there. |
1:12.1 | This also I think suggests the same thing, it says helped add back the missing parts, |
1:16.3 | which kind of implies that that is not ongoing. |
1:18.4 | It doesn't mean that there aren't other supply challenges, maybe just not those that |
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