Some Math on Tesla’s New Batteries, Munro 2021 Model 3, Dahn/Tesla Battery Contract (01.19.21)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 20 January 2021
⏱️ 15 minutes
🧾️ Download transcript
Summary
➤ Tesla releases new footage of the 4680 battery cell manufacturing process, hints at million mile lifecycle
➤ Electrek shares photo of structural 4680 battery
➤ Tesla and Jeff Dahn extend partnership, but with some changes
➤ Dahn video: https://youtu.be/2Vsr23gXVmg
➤ Yang video: https://youtu.be/EdjNXsyfLUA
➤ Metzger video: https://youtu.be/0tYzAUDS1Aw
➤ Sandy Munro offers first impressions of a refreshed 2021 Tesla Model 3
➤ FSD Beta 10 released to positive reviews
➤ Tesla adjusts Powerwall pricing
➤ Swell Energy to create virtual power plant in Hawaii
➤ Rivian capital raise finalized
➤ SpaceX has a big week ahead
➤ Boring Company may be heading to Miami
➤ Tesla delivers first Shanghai-made Model Y vehicles
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Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
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Executive producer Jeff Sheets
Executive producer Jessie Chimni
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 and today we've got quite a few things to go through. |
| 0:10.9 | We have news on Tesla's 4680 batteries. |
| 0:13.2 | Sandy Monroe has acquired a 2021 model three so we'll take a look at his first |
| 0:16.9 | impressions. There is a new full self-driving beta version, some news on Tesla |
| 0:20.6 | Energy and a few other stories as well. |
| 0:23.0 | Quick look at Tesla stock after the long weekend. |
| 0:25.0 | Not a bad day for Tesla today, finishing up 2.2% |
| 0:28.0 | to $844.50. |
| 0:30.5 | That was in the backdrop of a strong macro environment the NASDAQ today finished up 1.5 percent. |
| 0:35.0 | We'll start here with a quick update. Obviously this was widely expected, but Tesla has now officially started deliveries of the made in China model Y. |
| 0:42.0 | This comes just over a year after the first deliveries of the made in China model why. This comes just over a year after the first |
| 0:43.8 | deliveries of the model three in Shanghai. This seems to be more than just a handful of |
| 0:48.0 | vehicles we had started to see newly produced model wise start to stockpile at |
| 0:51.4 | Shanghai towards the end of Q4. |
| 0:53.0 | Looks like Tesla has now delivered many of those. |
| 0:55.0 | They had a synchronized delivery event in 10 different cities across China. |
| 0:59.0 | All right, now let's move into batteries. |
| 1:00.0 | We have, I guess, three different stories here on batteries, the first of which is a new video that Tesla has released over the weekend, showing some behind the scenes of the 4680 battery cell manufacturing process. |
| 1:11.0 | Tesla also included in this, the link to their battery jobs page. |
| 1:14.4 | Aside from the interesting footage, Tesla also overlaid this with a song and if you go |
| 1:18.8 | to about 19 seconds into the video, the lyrics mention a million miles. |
| 1:23.2 | Now it's pretty unlikely that this would be coincidental, |
... |
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