TESLA TEASES NEW PRODUCT, SEMI RECALL, Q1 EXPECTATIONS

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This episode of Tesla Daily provides a comprehensive overview of key events and expectations for the first quarter of 2023. The host, Rob Maurer, details his production and delivery forecasts, anticipating a slight increase quarter-over-quarter and significant year-over-year growth. He highlights potential headwinds such as fewer production days, factory downtime, and the Chinese New Year. A notable segment covers the updated EV tax credit guidance, noting that while the Model 3 Rear-Wheel Drive is expected to see a reduction in credit, it may not be entirely removed. The show also discusses Tesla China's teaser for a new product, potentially named 'Cyber Vault,' speculated to be an energy-related integrated product. Additionally, a recall affecting 35 Tesla Semis due to a supplier brake valve issue is reported, with production dates limited to before February 28th. The interview with Chief Designer Franz von Holzhausen offers insights into his career, Tesla's mission-driven culture, and future products like the Cybertruck and Roadster, emphasizing his continued excitement for Tesla's trajectory.