Hey everybody Rob, now we're here and today we're getting back to a little bit of the

news that is not as AI Day focus that we do still have some updates there.

But first thing we're going to talk about is July production numbers for China.

Those are always interesting to see and we'll see what that might mean for the rest of

Q3.

Then we have new job listings for Tesla, related to the Tesla bot, we've got a couple

updates on full self-driving, analyst reactions to AI Day, Tesla energy news, macro news,

and more.

So we'll start off with the China production numbers, remember we always get these a few

weeks after we get the sales data, wholesale and retail sales, and while those are somewhat

helpful they don't give us as much of an indication of how much progress is being made

because they're subject to influence by exporting decisions and things of that nature.

So these production numbers give us a much better feel for how the quarter is going.

So D-curse share these out yesterday and reported production for July is 23,227 Model 3's,

13,825 Model Y's for total production of 37,052 vehicles.

Putting this into our China tracking table, we can see that this is actually a new record

production month for Tesla.

Production was up about 20% month over month from June and it did edge out May's previous

record by about 200 total vehicles.

So 37,000 reportedly produced, we had previously discussed the 33,000 reportedly delivered in

China and exported in the month of July.

So the other set of numbers that I have highlighted here is production versus those wholesale

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