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Tesla Daily: Tesla News & Analysis

Volkswagen is Panicking, Model X Update, Megapack Order, Model Y Range, Industry Q3 Sales (10.01.21)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tsla, Model3, Technology, News, Tesla, Investing, Tech News, Modely, Business, Models, Modelx

4.81.1K Ratings

🗓️ 2 October 2021

⏱️ 14 minutes

🧾️ Download transcript

Summary

➤ Volkswagen calls top managers together for “crisis meeting” regarding direction of automotive industry
➤ Elon Musk clarifies FSD Beta rollout timeline
➤ Update on refreshed Model X
➤ New Megapack project in Australia
➤ Tesla updates Model Y range in Tesla China design studio
➤ Automakers report Q3 sales results in the US
➤ EVs dominate Norway in September

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
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

Hey everybody, Rob Mauer here, happy Friday, and happy first day of the fourth quarter

0:11.9

I can't believe we're already here.

0:13.9

Today we have quite a few stories to go through.

0:15.2

We've got a new management meeting from Volkswagen that's been reported on by Business Insider.

0:20.2

Some really interesting takeaways from that.

0:22.0

Got clarification from Elon on the FSD beta rollout updates on how Q3 sales have come

0:26.9

in for other automakers as we obviously wait for Tesla's delivery report.

0:30.7

We've got maybe a little bit of news on the Model X finally, an update on the range for

0:35.6

the Model Y in China and a couple of other things as well.

0:39.2

So first up, Tesla stock on the day ended up being pretty quiet day, Tesla downed 3100s

0:44.5

of a percent today to $775.22.

0:48.2

That did trail the NASDAQ which had a pretty solid day up 810s of a percent, but Tesla

0:52.2

kind of seemed locked in on that $775 price as we head into the delivery report.

0:57.1

Speaking of, I do expect that to come tomorrow as we have talked about.

1:00.8

My hunch is that it'll be sometime around 9.30am eastern time.

1:04.6

Not a ton of confidence in that, but either way, I don't have any plans tomorrow morning,

1:08.2

so I was thinking of just doing a live stream and while we all kind of wait for it, maybe

1:12.1

we can just have some Q&A conversation for those of us degenerative enough to be sitting

1:17.1

there waiting for these numbers to come out on a Saturday morning.

1:20.3

Or I suppose afternoon for those over in Europe that would be 1.30pm UTC.

1:25.0

So I'll probably start the live stream sometime around 9am eastern time, 1pm UTC.

1:31.5

And worst case, we don't get the numbers in, I guess we'll just hang out and chat for

...

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