Potential Customers Appear Uninformed, India, Thailand, Model 3, 4680, CATL (09.21.23)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 22 September 2023
⏱️ 16 minutes
🧾️ Download transcript
Summary
➤ New survey indicates knowledge gap on EV affordability, experience
➤ Jaguar announces intent to adopt NACS
➤ Tesla reportedly discussing energy storage factory with India
➤ Elon Musk meets with PM of Thailand
➤ Model 3 Performance update
➤ New Cybertruck wrap
➤ Giga Texas update
➤ 4680 rumor
➤ Musk comments on GPU cluster
➤ CATL awarded energy storage contracts in Australia
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Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Hey everybody, Rob now we're here and today we've got some new insights on the EV market |
| 0:11.2 | from a survey from the Washington Post, we've also got updates on Thailand, India and |
| 0:15.4 | a few other items as well. |
| 0:17.3 | Quickly looking at the stock, the downtrend that we saw in the market after the FOMC meeting |
| 0:20.4 | yesterday continued today and as decked down 1.8%, Tesla down 2.6% so not bad with the macro, |
| 0:26.2 | but finishing at $255.70 on the day. |
| 0:29.7 | Alright, we'll start off with a new survey from the Washington Post that's got some |
| 0:32.6 | attention on X today, including from Elon, so I wanted to share my thoughts on it as |
| 0:36.6 | well. |
| 0:37.6 | And there is actually some pretty interesting data on a number of different topics in |
| 0:40.6 | here. |
| 0:41.6 | So this survey was conducted by the Washington Post in partnership with the University of |
| 0:44.5 | Maryland using a panel put together in partnership with the University of Chicago. |
| 0:48.2 | 1400 participants that they feel was a representative sample with the sampling error of about |
| 0:52.4 | 3.5%. |
| 0:53.8 | The survey was done in mid-July this year. |
| 0:56.4 | So the first question that we'll take a look at says, regardless of how much they might |
| 0:59.6 | cost, which type of vehicle would you rather own? |
| 1:02.5 | Gas-powered vehicle, a hybrid that does not plug in, a fully electric vehicle, or a plug |
| 1:06.8 | in hybrid. |
| 1:08.0 | So 19% answered fully electric vehicle, 1% skipped or didn't know, the other 80% falling |
| 1:13.6 | into either gas-powered or hybrid vehicle, bucket. |
... |
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