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Tesla Daily: Tesla News & Analysis

Top Brand in California, Supercharger V4 Details, FSD Beta 11.4.6 (07.25.23)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tech News, Technology, News

4.81.1K Ratings

🗓️ 26 July 2023

⏱️ 15 minutes

🧾️ Download transcript

Summary

➤ Tesla overtakes Toyota to become the best-selling brand in California
➤ New insured vehicle numbers
➤ V4 Supercharger details
➤ New Tesla Semi charger
➤ Tesla starts FSD Beta 11.4.6 rollout
➤ Cybertruck updates
➤ Energy project expansion
➤ GM to continue producing Bolt EV
➤ Calendar

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

Thanks for your patience to know the weight one today, but we do have some really exciting

0:12.0

news to go through for Tesla.

0:13.7

In California, we also have updates on Supercharger V4 and a couple other items as well.

0:18.8

By looking at the stock, a little bit less exciting Tesla down 1.4% on the day-to-day to

0:22.7

close at $265.28, while the NASDAQ was up 6.10% of a percent on the day.

0:28.9

We'll hop right into the news out of California.

0:32.4

As we've known previously, this isn't new, but the Model Y is the best selling vehicle

0:36.0

in California.

0:37.0

Once again, if we look at the Model 3 and the Model Y together, we've got about 40,000

0:41.3

registrations in the year so far for the Model 3 and about 75,000 for the Model Y.

0:48.8

Obviously, you can see how those compare, I'm covering that a bit, but you can see how

0:52.6

those compare to the other vehicles in their segments as classified by California.

0:57.2

Model 3, near luxury car, about 10 times the runner-up XSES, and the Model Y, more than

1:04.1

10 times the Out of G5 and the luxury compact SUV segment, but of course, especially with

1:09.0

the price cuts and tax credit, the Tesla vehicles here, extending much further into lower-range

1:16.2

vehicles.

1:17.2

Top selling passenger car, Model 3, 41,000, Model Y, 75,000, so you can see how that compares

1:23.1

with Toyota's top models, and then if we scroll down here, one chart that we always like

1:28.0

to look at is the market share in California, so this is again a year-to-date.

1:33.2

Toyota is the best selling brand, it says here, at 14.7% market share so far this year in

1:39.3

California compared to 12% in the United States as a total.

1:43.4

Tesla, up there in second place at 13.6%, just 4% in the U.S., but heavily overpenetrated

...

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