Semi Production/Timeline Rumors, Texas Robots, SpaceX Interest in Bitcoin, More Apple Car Rumors (02.04.21)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 5 February 2021
⏱️ 10 minutes
🧾️ Download transcript
Summary
➤ New rumors on Tesla Semi production volume, timeline, and manufacturing location
➤ Further reporting on Apple Car suggesting Apple is close to finalizing and agreement with Hyundai-Kia
➤ Drone footage at Giga Texas shows new equipment arriving
➤ SpaceX attends event which may have implications for Tesla’s balance sheet
➤ Volkswagen solicits external business model suggestions (https://bit.ly/2MXdnDa)
➤ Volkswagen ID.6 photos leaked
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Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Hey everybody, you're out of malware here, and today we're talking about some rumors |
| 0:10.2 | going around on the production of the Tesla semi. |
| 0:12.9 | We have an update on the Apple car situation, news from Giga Texas, a couple things on SpaceX, |
| 0:18.0 | one of which may be relevant to Tesla, and some other news as well. |
| 0:21.3 | Quick look at the stock, despite the relatively strong macro environment today, with the |
| 0:24.5 | NASDAQ finishing up 1.2%, Tesla did finish down 0.6% to $849.99. |
| 0:32.1 | Alright, so we're going to start off today with a couple of rumors, first up on the Tesla |
| 0:35.3 | semi. |
| 0:36.3 | This is coming over from Twitter from the account run by Sawyer Merit. |
| 0:39.1 | I don't know Sawyer, but he does definitely follow Tesla very closely, so he is saying that |
| 0:43.1 | for a few weeks he's been in contact with a source from a US Tesla supplier that supplies |
| 0:47.9 | certain parts for the other models that Tesla has, and that he has some info based on that |
| 0:53.2 | about the Tesla semi. |
| 0:54.8 | I would again note that this is just a rumor, and even Sawyer here says to take this with |
| 0:58.9 | a grain of salt. |
| 1:00.0 | That being said, he says the supplier began working with Tesla in Q4 on semi-related things, |
| 1:04.9 | and apparently they have a decent amount of information on the Tesla semi. |
| 1:08.2 | So starting off with location, they're saying that the body of the semi will be produced |
| 1:11.6 | in free month, but final assembly will take place either in Giga Nevada, if it's 2021, |
| 1:16.7 | or in 2022 at Giga Texas. |
| 1:19.4 | As for timeline, they are looking for release candidates in May this year, pilot production |
| 1:24.1 | in July and the start of full-scale production in August. |
... |
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