Solar Roof Price Drop, Delivery Record, LFP Model 3 (09.30.20)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 1 October 2020
⏱️ 9 minutes
🧾️ Download transcript
Summary
➤ Tesla updates Solar Roof webpage, drops prices
➤ Electrek reports follow-up information on record delivery target Elon Musk email
➤ Tesla reportedly on the verge of releasing lithium iron phosphate (LFP) Model 3 from Giga Shanghai
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Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Hey, everybody Rob Maower here for a quick episode today, spending most of the day today working on my delivery estimate episode which will be out tomorrow |
| 0:14.8 | Hopefully earlier in the day than usual because obviously there's not much of a point to put it out and then have the actual numbers come out just a few hours later |
| 0:22.2 | But on that note I do want to somewhat |
| 0:24.9 | de-emphasize it now that the channel has grown a little bit bigger. I think it's important to just recognize that |
| 0:29.7 | these delivery estimates are really not all that important and I really don't want to |
| 0:33.0 | put them out and have people trading on them so then I start asking myself the |
| 0:36.5 | question of okay what really is the point of putting those delivery estimates out and |
| 0:40.0 | I don't really know that I have a great answer other than the fact that I just enjoy doing it. |
| 0:44.1 | I like forecasting and I like predicting these things. |
| 0:46.4 | And I think most importantly when I do go through these estimates I'll go through the logic behind them and I think that helps us understand and contextualize when we do actually have the full set of numbers. |
| 0:56.2 | That context is really what's important to me because that helps us understand more of the future outlook |
| 1:00.8 | rather than just trying to figure out if Tesla is going to beat expectations |
| 1:04.4 | and if the stock is going to go up, you know, five or ten percent or vice versa fall five or ten percent. |
| 1:09.2 | Not quite as interested in that. |
| 1:11.1 | So anyway, keep an eye out for that tomorrow make sure you're |
| 1:12.8 | subscribe sign up for notifications etc. If you have tried to sign up for |
| 1:16.4 | notifications on YouTube and it hasn't let you do that I don't know why that is but |
| 1:20.4 | it's an error with YouTube that seems to be able to be corrected if you just quickly |
| 1:24.0 | unsubscribe and then resubscribe, then try the notifications thing again and it should work. |
| 1:29.2 | I very rarely talk about this stuff. I think it's kind of annoying so I don't, but this is the best way for me to explain that and I have heard from quite a few people that they have had that issue. |
| 1:37.6 | And YouTube also tells me that only 16% of subscribers to this channel have turned on notifications. They say that the typical |
| 1:44.8 | range is 10% to 30% and as a competitive person it would be awesome to at least be |
... |
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