Q1 & Future Tesla Outlook w/ Gali Russell of HyperChange (04.01.20)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 2 April 2020
⏱️ 39 minutes
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Summary
YouTube link: https://youtu.be/3Houzq0eXmY
Today's discussion is with Gali Russell, founder of HyperChange, on our disparate forecasts for Q1 as well as what lies ahead for Tesla in the coming months and years.
Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hey everybody Rob mower here and today we have another collaboration episode with hyperchange so we got |
| 0:11.7 | galley Russell he brought me on for a live stream on Hyper Change this afternoon to discuss our varying viewpoints on Q1 deliveries as well as a few other topics. |
| 0:20.5 | So this is that conversation. Audio only should be fine, but if you want to check it out on YouTube, the link will be in the show |
| 0:25.7 | notes. With that, we'll get into it and I'll be back tomorrow for another episode. |
| 0:29.0 | What up, Hyper Change? Welcome to another episode. Today we're doing something a little different. We're |
| 0:34.4 | going to do a live interview about Tesla's Q1 deliveries. We got Tesla Daily here. Rob, what up? |
| 0:41.6 | How you doing? What up, Hyper hyperchange thanks for having me galle |
| 0:44.8 | Yeah, of course always great to have you on the show. |
| 0:48.1 | So I I both put out videos about predicting Tesla's Q1 estimates and we are so far from |
| 0:55.1 | reaching a consensus. So I kind of wanted to just you know chit chat with you a |
| 1:00.1 | bunch of you guys tuning into our shows asked like why are we so different usually |
| 1:04.2 | we're pretty you know in line on Tesla I thought it'd be great opportunity sort of |
| 1:08.8 | just break this down and go through what we're expecting and see if we can come to |
| 1:12.4 | some sort of middle ground here. |
| 1:14.3 | Yeah, so I think that's like a perfect microcosm of how this quarter is. |
| 1:18.0 | Like the fact that we're so far apart on our delivery estimates speaks to I think the variability that there is this |
| 1:24.6 | quarter and just the uncertainty in general with everything that's been going on |
| 1:27.7 | from a macro perspective. So I think you're at conservatively 65k for deliveries for Q1. Yeah, and I'm you know I don't I don't love putting a number on it because to me |
| 1:40.4 | There's so much variability that it doesn't really make sense to try to lock down on a number but |
| 1:44.4 | if I have to lock down on a number I'm at around 88k so that's what 23,000 apart which yeah as you said that's probably unprecedented for us and I think just |
| 1:56.4 | shows how how much uncertainty there is this quarter |
| 2:01.2 | yeah so yeah I'm putting up on the screen right now my estimates. |
... |
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