Starlink + Tesla, FSD Beta Expansion, Internal FSD Emails, Cathie Wood on TSLA, Nickel Supply (03.08.21)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 9 March 2021
⏱️ 17 minutes
🧾️ Download transcript
Summary
➤ SpaceX files with the US Federal Communications Commission for mobile Starlink ground stations
➤ TSLA stock falls another 5%
➤ Elon Musk says FSD Beta expansion via download button coming soon
➤ Tesla internal emails with California DMV discussing FSD published
➤ Cathie Wood of ARK Invest discusses TSLA and macro environment on CNBC / Bloomberg
➤ Group of Model S refresh vehicles spotted, possibly with 3rd row seat
➤ Bloomberg uncovers secret Tesla battery project in Texas
➤ Tesla partners on nickel mining operation in New Caledonia
➤ VW announces updated electric vehicles targets for 2030
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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, now we're here and today we've got quite a lot to go through. |
| 0:10.6 | It's going to be an action-packed episode. |
| 0:12.0 | We've got product updates, battery projects, news on SpaceX, it's actually relevant |
| 0:16.3 | to Tesla, and then we'll talk about the stock and a couple of other things as well. |
| 0:19.3 | We'll start there though, so Tesla today finished down 5.8%, to $563 even, that compared |
| 0:25.5 | to the NASDAQ down 2.4%. |
| 0:27.6 | So a continuation of the trend that we've been in for a while now rotation out of higher |
| 0:30.8 | growth tech stocks into more value-oriented stocks. |
| 0:33.7 | The yield on the 10-year note continues to rise, it's at about 1.6% now, so the highest |
| 0:37.9 | it's been in over a year, but still, quite a bit lower than historical averages. |
| 0:41.8 | This followed comments from Fed Chairman Jerome Powell last week, which the Wall Street |
| 0:45.1 | Journal summarized by saying that he, quote, reiterated his intention to keep easy money |
| 0:49.0 | policies in place, but provided no sign, the central bank will seek to stem a recent |
| 0:53.0 | rise in treasure yields, prompting them to rise further. |
| 0:56.6 | We'll circle back on that topic a little bit later on in the episode, but the other |
| 0:59.8 | big macro news to be aware of, just in case you haven't seen it yet. |
| 1:02.5 | Over the weekend, the US Senate did pass the Federal stimulus package, that now goes |
| 1:06.3 | back to the House of Representatives for a vote, which is expected on Wednesday if that |
| 1:10.0 | passes, then it will go to President Biden. |
| 1:12.2 | Alright, so moving into Tesla specific news, the first thing that we have to catch up |
| 1:15.6 | on here is some news on the full self-driving beta, so last Friday and Saturday, Elon |
| 1:19.8 | was tweeting about the full self-driving beta, Friday saying, quote, if you want the |
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