Hey, everybody Rob Maower here and today we have a couple Tesla updates to go through,

although it has been a relatively quiet news period here again for

Tesla. Seems like we're sort of in the doldrums right now as we head towards Battery Day.

But aside from those couple of updates, we'll probably spend most of today's episode talking

about X-Pang Motors as they prepare to go public

on the U.S. stock exchange.

First I want to talk about Tesla's ongoing build-outs at their multiple gigafactories, which is a really

nice sentence to say.

Starting off with Gigas Shanghai,

Tasmanian today had a piece recapping the progress for phase two,

which is the portion of the Gigafactory for model Y production.

Highlighting how rapid the progress has been, I think relatively unsurprisingly, for phase two,

noting that Tesla is really wrapping up on the exterior for that portion, and then adding

their own speculation that perhaps production could start from on a Y in Shanghai in the next three to four months.

I wanted to just share my thoughts on that because I have been expecting a relatively similar timeline.

If we remember back to the first deliveries of the model three to non-employee customers from

Shanghai, that was on January 7, 2020, and at the time Tesla officially announced the

start of the Model Y Shanghai Project.

Of course, we already know with the Shanghai Model 3

that Tesla was able to go from groundbreaking to deliveries in under a year.

So despite the fact that the Model Y program is a newer program overall for Tesla, I don't see much of a reason to expect

it to take longer to develop the Shanghai production process for Model Y than it did for Model 3.

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