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Tesla Daily: Tesla News & Analysis

Release Notes Leaked, Crazy Demand, Battery Updates, Shanghai Upgrade, Earnings Week, Twitter (07.18.22)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tech News, Technology, News

4.81.1K Ratings

🗓️ 19 July 2022

⏱️ 16 minutes

🧾️ Download transcript

Summary

➤ Release notes for next FSD Beta update leaked
➤ Earnings week kicks off
➤ Update on Giga Shanghai upgrades
➤ New application from Tesla on Giga Texas
➤ Used Tesla prices rising much faster than other brands
➤ Updates on Panasonic, CATL, and 4680 battery
➤ Musk comments on Tesla HVAC product
➤ Twitter case updates

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Patreon: https://www.patreon.com/tesladailypodcast
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
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

Transcript

Click on a timestamp to play from that location

0:00.0

Hey everybody, Rob Maurer here. Welcome back to Tesla Daily. Today we are going to be

0:11.1

talking about the release notes that have been published for FSD-10.13. We also got

0:15.7

some updates on Gigashang High, a handful of battery-related updates, some interesting

0:20.0

data from the used car market and more. All right, looking at the markets, Tesla today

0:23.8

after a strong morning finished up just two tenths of a percent to close at $721.64

0:29.4

after trailing off in the afternoon alongside the NASDAQ, which ended down eight tenths

0:33.7

of a percent, so still a nice outperformance for Tesla on the day. That drop in the broader

0:37.8

market seemed to coincide with a report from Bloomberg that Apple is pointing to slow

0:41.6

hiring and spending for some teams within the next year. The market could be interpreting

0:46.0

that as a suggestion that Apple is concerned or cautious with where the economy is heading,

0:51.1

and those types of concerns tend to be even more heightened as we head into earning

0:54.4

season because this is when companies will be giving forward guidance, which is often

0:58.3

the most important part of earnings season. So as we head towards Tesla's earnings report

1:02.6

this Wednesday, what other companies have to say will also influence the market and therefore

1:06.3

Tesla stock as well. I mean, we saw this heavily in key one when Netflix injected a lot

1:10.6

of fear into the market, especially for higher growth, higher multiple companies, and we're

1:14.6

coming up on Netflix's Q2 earnings report actually tomorrow after market close, so all

1:19.0

eyes are going to be on that one again. Now, should Netflix be so influential on the

1:22.8

overall market, in my opinion, probably not, but still going to be very interesting to

1:26.6

watch the line watch for there is going to be net additions to subscribers. Remember,

1:31.1

subscribers declined for Netflix in the first quarter, and they guided for a loss of 2 million

1:35.5

paid subscribers in the second quarter. So that'll be kind of the benchmark that threshold

...

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