4.8 • 1.1K Ratings
🗓️ 28 December 2021
⏱️ 13 minutes
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➤ Discussion on Tesla’s production rate at Giga Shanghai after new drone flyover videos: https://youtu.be/VvVJcW6gN5I
➤ Tesla releases FSD Beta 10.8 and new user interface in holiday update
➤ Refreshed Model X update
➤ New employee comments on Giga Berlin battery production
➤ Tesla Megapack project in Hungary
➤ Yale University studies vehicle supply chain emissions: https://bit.ly/3EylCL5
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283
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 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, you're out, man. We're here. Welcome back to Tesla Daily. Today we're |
0:10.8 | talking about some new drone flyover videos from Gigashang High, potentially giving us |
0:14.6 | some hints at Tesla's production rates. We've of course also had Tesla drop FSD beta |
0:18.9 | 10.8, as well as the holiday version 11 software update over the weekend. Also got some |
0:23.7 | news on Gigaburlin, Model X, and a couple other things as well. Pretty good start to |
0:28.7 | the day for Tesla stock today, finishing up 2.5% to $1,093.94. That would give up some |
0:34.6 | of the gains for the day in the last hour or so of trading. Kind of conversed to what the |
0:38.6 | NASDAQ was doing towards the end of the day, so kind of interesting there. NASDAQ ended |
0:42.0 | up finishing up 1.4%. With that divergence towards the end of the day, I do kind of wonder |
0:46.4 | if that marked Elon selling. Again, we should still have one more lot of that. We haven't |
0:50.6 | seen any form for us from Friday. It's still possible that those could come out today, |
0:53.5 | but it has seemed like more often than not, those form for us have been posted the same |
0:56.8 | day as the sale, but either way we'll have to keep an eye out for those tonight to see |
1:00.3 | if that is finally wrapped up. |
1:01.9 | Alright, first up today, I want to spend some time going through a couple new drone videos |
1:05.8 | from Wua of Giga Shanghai. He was asked to take some videos of finished vehicles leaving |
1:10.7 | the factory with the hopes that then a production rate could be extrapolated from the rate of |
1:15.0 | those vehicles leaving. So he did that, he made two videos, one for the Model Y and one |
1:19.3 | for the Model 3. The Model Y video is actually two segments, so the first is a 10-minute segment |
1:24.3 | of vehicles leaving the second is five minutes. If you count the number of cars in that first |
1:28.5 | 10-minute segment, it comes out to 38 seconds per car, and if you count it in the second |
1:33.0 | segment, 44 seconds per car. The Model 3 video ends up being very similar. Again, that's |
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