Tesla Daily, hosted by Rob Maurer, is a dedicated weekday broadcast offering comprehensive coverage of Tesla, Inc. This channel delves into all facets of the company, including Tesla Motors, Tesla Energy, Tesla Solar, and the anticipated Tesla Network. Each episode is crafted for conciseness and consistency, ensuring that investors and customers remain thoroughly informed about the latest developments and strategic directions of Tesla.
Beyond the core business, Tesla Daily provides insightful analysis and expert opinions on the company's trajectory, the performance of TSLA stock, and the evolving landscape of industries in which Tesla operates. The channel also extends its coverage to significant news from Elon Musk's other ventures, such as SpaceX, Neuralink, and The Boring Company, presenting a holistic view of Musk's innovative endeavors.
Beyond the core business, Tesla Daily provides insightful analysis and expert opinions on the company's trajectory, the performance of TSLA stock, and the evolving landscape of industries in which Tesla operates. The channel also extends its coverage to significant news from Elon Musk's other ventures, such as SpaceX, Neuralink, and The Boring Company, presenting a holistic view of Musk's innovative endeavors.
Jim Cramer and Rob Maurer Discuss TSLA Stock, Elon Musk, Tesla's Battery Day, and Tesla's Advantages
Jim Cramer and Rob Maurer engage in a comprehensive discussion about Tesla's stock (TSLA), its market position, and future potential. Cramer details his 'religious conversion' to Tesla, moving from skepticism to strong bullishness after experiencing the product through his daughter and wife, and ...
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Musk Identifies Tesla CEO Successor, Expects Another Twitter CEO, Semi Launch, 4680 Update
This episode of Tesla Daily covers a range of significant updates, with a primary focus on Elon Musk's ongoing court case regarding his compensat... moreion package. A key revelation is that a Tesla board member testified that Musk has identified a potential CEO successor, though the reviewer emphasizes this is likely normal business planning and not an indication of Musk stepping down imminently. The discussion also touches on Musk's expectation to reduce his time at Twitter and find a new CEO for that platform. Other notable updates include Tesla potentially producing 100 Semi trucks this year, with a delivery event scheduled for December 1st. The 4680 battery's energy density is reported at 244 Wh/kg, which is lower than the 2170 cells, but adjusted figures suggest parity when accounting for structural benefits. The FSD Beta V11 is expected to expand before Thanksgiving, and the Model S has achieved a five-star Euro NCAP rating with the highest overall score. The episode concludes with updates on Tesla's China wait times, Redwood Materials' significant cathode material deal with Panasonic, and Lucid's announcements regarding the Air Touring and Pure trims, as well as the Gravity SUV. less
Tesla FSD Beta V11, China Crash, California Sales, Solar Update
The Tesla Daily podcast covers several key updates, with a significant focus on the initial rollout of FSD Beta version 11. The reviewer highlights th... moreat this version unifies the vision and planning stack for both highway and non-highway driving, replacing the legacy autopilot system. While expressing excitement for this advancement, the reviewer also cautions users to expect potential regressions as the system transitions. Smart Summon is noted as a feature likely to arrive next month. The podcast also touches upon a concerning Tesla crash in China, where the reviewer, citing Tesla's data and NHTSA's past findings, suggests it was likely a case of driver error (unintended acceleration) rather than a vehicle malfunction. Positive news includes Tesla's Model 3 and Model Y continuing their reign as top-selling vehicles in California year-to-date, and the Model 3 achieving a 5-star Green NCAP rating with the highest highway efficiency score to date. Updates on Tesla's solar installation team growth and Elon Musk's activities, including his work at Twitter and comments on SpaceX, are also briefly covered. less
Tesla Stock Continues Tanking, China Production Record, EV Credit Bill, Rivian Earnings
This episode of Tesla Daily provides a comprehensive market update, focusing heavily on Tesla's stock performance and production figures. The hos... moret details Tesla's significant stock drop, analyzing potential causes including large sellers and market dynamics, while also clarifying the financial math behind Elon Musk's Twitter acquisition obligations. A key highlight is the record-breaking production at Tesla's Giga Shanghai in October, exceeding wholesale sales and indicating a strong ramp-up for Q4. However, the discussion also delves into concerns about softening demand in China, evidenced by Tesla's need to implement additional incentives despite recent price cuts and an expiring tax credit. The host expresses a bullish long-term outlook, emphasizing Tesla's cost reduction capabilities, but acknowledges that softer demand could impact short-to-medium term margins and average selling prices. The episode also covers proposed changes to US EV tax credits, potentially allowing vehicles with final assembly outside North America for three years, and provides updates on Tesla's expanding parts distribution network in Germany, Foxconn's EV plans, Rivian's Q3 earnings, and Twitter's move towards becoming a payment processor. less
Musk Sells More TSLA, Tesla China Concerns, October Exports, New Feature, Lucid Earnings
This episode of Tesla Daily covers several key developments, including Elon Musk's recent sales of TSLA stock, which the host posits as a primary... more reason for recent market underperformance. The report details significant sales figures totaling nearly $4 billion over three days. Additionally, the video addresses Tesla's October sales and export numbers from China, noting record export figures but also a concerning new insurance incentive program implemented shortly after price cuts, suggesting softer-than-expected domestic demand. A new feature, Zoom integration into Tesla vehicles using the cabin camera, is also highlighted. The Tesla Investor Relations team received recognition as the best in the automotive sector, with both Elon Musk and Zach Kirkhorn also receiving accolades. Finally, Lucid's Q3 earnings report is summarized, indicating significant losses and a planned capital raise. The host expresses concern over the implications of China's demand issues on Tesla's future margins and production scaling, while also noting that Tesla's cost-reduction abilities may mitigate some of these concerns. less
Musk Interviewed by Ron Baron: No One Close To Tesla
This episode of Tesla Daily features a summary of the Ron Baron interview with Elon Musk, focusing on Tesla's future prospects and Musk's ca... morendid remarks. Musk reiterated Tesla's ambition to produce cars for around $20,000, though no formal program has been announced. He also touched upon the goal of reaching 40,000 cars per week production by year-end and the increasing likelihood of Tesla entering the mining and refining business for battery materials. A significant portion of the discussion revolved around Musk's perspective on Tesla's valuation, particularly concerning the potential of generalized autonomy, which he believes no competitor is close to achieving. He also addressed the stock's valuation, noting he has previously advised against investing due to high P/E ratios, but emphasized that autonomy's breakthrough potential makes the company's future value immense. The interview also briefly covered Tesla Bots and the long-term vision for self-sustaining Superchargers. The review highlights Musk's strong conviction in Tesla's manufacturing prowess and its unique position in achieving full self-driving capabilities as key drivers for its valuation. less
Tesla Stock Drops Following Fed Meeting + FSD Beta 10.69.3 Expands
This episode of Tesla Daily provides a comprehensive overview of recent market and company news. The primary focus is the Federal Open Market Committe... moree (FOMC) meeting and its impact on Tesla's stock, which saw a significant drop following Fed Chair Jerome Powell's press conference. The transcript details the market's initial positive reaction to a language change in the FOMC statement, suggesting a potential slowdown in interest rate hikes, followed by a sell-off as Powell indicated that the ultimate level of interest rates would be higher than previously expected. The review highlights the FSD Beta 10.69.3 rollout to external customers, noting the update from older firmware. Other key news includes Nio suspending production due to COVID-19 measures in China, raising concerns for Tesla's operations, and Tesla closing its first store in China. Additionally, the episode touches upon Frito-Lay's plans for a Tesla solar array and updates on new Model Y suspension changes for improved ride comfort. The discussion on Northvolt re-evaluating factory plans due to the Inflation Reduction Act is also noted as a significant geopolitical and economic factor. less
Musk Enters Twitter HQ, Tesla Investigated, Megafactory Progress, Ford Pivot
This episode of Tesla Daily provides a comprehensive update on recent events, focusing on Elon Musk's acquisition of Twitter and Tesla-specific n... moreews. The reviewer highlights Musk's symbolic entry into Twitter headquarters, noting the "let that sink in" pun and the impending October 28th deadline. On the Tesla front, a Reuters report about a DOJ criminal probe into self-driving claims is discussed, with the reviewer expressing skepticism about the investigation's year-long duration and Tesla's explicit warnings to drivers. More positively, the video showcases progress on the Lathrop Megafactory with a promotional video, and excitingly, features sightings of multiple Tesla Semis in Nevada, ahead of expected deliveries to Pepsi. The review also touches on Ford's significant pivot away from Argo AI and its autonomous vehicle strategy, writing off the venture as a $2.7 billion loss, and a peculiar marketing misstep by GM involving Rivian's content. Overall, the episode balances significant news with a critical yet informed perspective. less
Overlooked Takeaways From Tesla Earnings
Rob Maurer delves into Tesla's Q3 earnings, highlighting an often-overlooked point regarding operating margins. He emphasizes that excluding regu... morelatory credits and the ramp-up costs in Austin and Berlin, Tesla's automotive gross margin would have approached 30%, significantly higher than reported. This suggests a substantial, albeit temporary, drag on current profitability from these new factories. Maurer also addresses the stock's negative reaction, attributing it partly to the earnings miss and the ongoing overhang from Elon Musk's potential stock sales related to the Twitter acquisition. He argues against interpreting Musk's positive comments as a precursor to selling, citing historical behavior. On production and deliveries, while acknowledging Tesla might slightly miss the 50% annual growth target for deliveries due to cars in transit, Maurer stresses that the underlying growth, especially the projected 27% sequential increase in Q4 production, remains exceptionally strong and exceeds analyst expectations. The core takeaway is that Tesla's underlying business strength is being masked by temporary factors and market noise. less
Tesla Q3 Earnings Call 2022
Tesla's Q3 2022 earnings call highlighted strong financial performance with record operating margins and free cash flow. Elon Musk expressed extr... moreeme confidence in future growth, projecting Tesla's market cap could surpass that of Apple and Saudi Aramco combined. Key operational updates included significant progress in 4680 cell production, with output tripling quarter-over-quarter and plans for a 1-terawatt hour US production capacity. The company is on track for early Cybertruck production in mid-2023 and will deliver the first Tesla Semi trucks to Pepsi on December 1st. Full Self-Driving (FSD) beta is expected to see a wide release in North America within a month, with Musk confident in its safety and potential for regulatory approval next year. Despite macroeconomic headwinds and supply chain challenges, Tesla anticipates continued strong demand and is not planning significant price cuts. The company is also aggressively pursuing vertical integration, including plans for a lithium refinery and expedited permitting for sustainable energy projects. less
Tesla Q3 Earnings Report Reaction
This video provides a live reaction to Tesla's Q3 2022 earnings report and shareholder letter. The host, Rob Maurer, meticulously breaks down the... more financial results, comparing them against analyst expectations and his own forecasts. Key takeaways include a top-line revenue miss, which was influenced by a significant decline in average selling prices (ASP), particularly from the Shanghai production mix favoring lower-trim models. Despite the revenue shortfall, Tesla managed to beat profitability expectations due to strong operational efficiency and controlled operating expenses, which remained flat year-over-year despite record deliveries. The report also highlighted strong free cash flow, record energy storage deployments, and progress in ramping up production at Gigafactories in Berlin and Texas, including advancements in 4680 cell production and body casting. While the stock saw a negative reaction after hours, Maurer emphasizes that the underlying business fundamentals remain strong, with Tesla continuing to underestimate its cost-reduction capabilities. The video also touches on Waymo's expansion into Los Angeles as a competitive development. less
Will Tesla Beat Q3 Earnings Expectations?
This video provides a detailed financial preview of Tesla's Q3 2022 earnings report. The presenter, Rob Maurer, forecasts a beat on earnings per ... moreshare, driven by higher-than-expected revenue from automotive sales, energy, and services. Key factors influencing the forecast include anticipated price increases in the US, a shift in model mix away from the Model 3, and the impact of foreign exchange rates. While acknowledging uncertainties in average selling price (ASP) and cost of goods sold (COGS) due to production efficiencies and material costs, Maurer expresses optimism about Tesla's ability to leverage economies of scale. The absence of Bitcoin impairment and restructuring charges is noted as a positive for operating expenses. The presenter highlights that Tesla's stock valuation appears cheap relative to its growth potential compared to other companies. Potential upside risks include the recognition of deferred FSD revenue and a stronger-than-expected performance in energy and services. The video also touches upon upcoming product updates like the Cybertruck and Semi, and Tesla's expansion of parts distribution. less
Tesla Change May Save Billions, New Safety Feature, Toyota Exec Frustration
This episode of Tesla Daily delves into several key developments impacting Tesla and the broader EV market. A significant portion is dedicated to anal... moreyzing Tesla's decision to remove ultrasonic sensors, estimating a cost saving of approximately $114 per vehicle. This change is projected to save Tesla hundreds of millions, potentially billions, over several years, improving gross profit margins by a notable percentage. The review highlights this as a substantial financial move, though acknowledges the jury is still out on the performance parity of Tesla Vision. Additionally, the podcast covers a new safety feature, the 'Help System,' developed with Emergency Safety Solutions, which enhances hazard light visibility and communicates vehicle stops to other navigation systems, a potentially game-changing safety implementation. Updates on Model S/X deliveries in China, Euro NCAP's software investigation findings (clearing Tesla of wrongdoing), and a Toyota executive's frustration with public perception of their EV efforts are also discussed. Finally, Lucid's Q3 production rebound and the Polestar 3's unveiling, including its high price point and questionable efficiency, are reviewed. less
Updates on Twitter and Huge New Credit Market for Tesla Expected
This episode of Tesla Daily focuses on two major developments: the ongoing Twitter acquisition saga and a significant potential shift in the renewable... more energy credit market for EVs. Regarding Twitter, the discussion highlights ongoing uncertainty, with parties yet to file a stipulation to stay litigation and Chancellor McCormick requesting a potential plan from Elon Musk and Twitter. Reports of failed discussions on a lower deal price and the delay of Elon's deposition suggest continued negotiation, though the market appears to be pricing in a discount. The segment also clarifies that financing partners like Apollo and Sixth Street were never officially part of the committed debt or equity, downplaying concerns about their withdrawal. On the more positive front for Tesla, the EPA is expected to propose that EVs become eligible for Renewable Fuel Credits under the Renewable Fuel Standard. This could open up a multi-billion dollar market, representing a substantial tailwind for Tesla, especially when considered alongside the Inflation Reduction Act's incentives. The episode also briefly touches on a minor FSD Beta update, a lowered price target for TSLA from Mizuho, and Ford's continued price increases for the F-150 Lightning, which the host uses to underscore Tesla's pricing flexibility due to its higher margins. less
Musk To Close Twitter Deal + Tesla Removes Sensors
The Tesla Daily podcast covers two significant developments: Elon Musk's renewed commitment to closing the Twitter acquisition and Tesla's d... moreecision to remove ultrasonic sensors from Model 3 and Model Y vehicles. On the Twitter front, Musk has signaled an intent to proceed with the deal at the original $54.20 per share price, contingent on the Delaware court halting proceedings. The podcast discusses the potential need for Musk to sell more Tesla stock to finance the deal, navigating blackout periods and the possibility of margin loans or external equity. Regarding Tesla vehicles, the removal of ultrasonic sensors in favor of Tesla Vision is detailed. While this move is expected to save costs and reduce complexity, features like park assist, auto park, summon, and smart summon will be temporarily unavailable, with plans to restore them via over-the-air updates starting in October. The episode also briefly touches on Rivian's Q3 production numbers, indicating they are on track to meet their revised annual guidance. Overall, the podcast provides a pragmatic overview of these evolving situations. less
Tesla Stock Tanks — Don't Panic
The video addresses the significant drop in Tesla's stock following the Q3 delivery report, emphasizing that investors' concerns are primari... morely driven by demand and macroeconomic factors. The host strongly advises against panic, asserting that Tesla remains a fundamentally strong company with excellent products and management. While acknowledging the validity of forward-looking questions regarding future demand and margin pressures, especially with increasing production, the core message is that historical patterns suggest these demand concerns often present investment opportunities. The review highlights that Tesla's long-term growth potential, driven by manufacturing efficiency, innovation, and expansion into new areas like energy and FSD, far outweighs short-term delivery fluctuations. The host also clarifies inventory figures and discusses recent news from China, Giga Berlin, and Giga Nevada, while downplaying the significance of a potential Google partnership due to lack of concrete details. less
Tesla Just Reported Record Deliveries & Production (Q3-22)
Tesla's Q3 2022 production and delivery report reveals record production figures, reaching 365,923 units, which closely met analyst expectations.... more However, deliveries fell short of consensus, with 343,830 vehicles delivered, approximately 20,000 below estimates. The host attributes this discrepancy to increased vehicle exports from Giga Shanghai and logistical challenges, including the impact of a hurricane in the US Southeast. Tesla's explanation suggests a strategic shift towards a more even regional mix of vehicles, leading to more cars in transit at quarter-end, which are expected to be delivered in Q4. While inventory has grown, it remains lean compared to industry standards. The report also touches upon potential order softness in China for certain models, though the host expresses confidence in Tesla's demand and pricing flexibility. The discussion also briefly covers AI Day, highlighting Tesla's advancements in AI, Dojo, and the Tesla Bot, reinforcing the company's identity beyond just an automotive manufacturer. less
Tesla AI Day in 23 Minutes (Supercut) (2022)
Tesla's AI Day 2022 showcased significant advancements in their AI and robotics initiatives. The event highlighted the progress of the Optimus ro... morebot, moving from a person in a suit to functional prototypes. The "Bumble C" robot demonstrated basic functionalities, while a more advanced version, featuring fully Tesla-designed actuators and a Tesla-designed computer, was presented. This production-intent robot boasts independent finger movement, opposable thumbs, and is designed for high-volume, low-cost manufacturing, potentially under $20,000. The presentation emphasized leveraging automotive AI expertise, particularly from the Full Self-Driving (FSD) system, for the robot's vision, planning, and control. Significant progress was also detailed for Tesla's FSD Beta, now with 160,000 customers, and the Dojo supercomputing platform, which is crucial for accelerating AI model training. Dojo offers substantial performance gains over traditional GPUs, particularly for tasks like auto-labeling and occupancy networks, promising to drastically reduce training times and enable faster iteration. The overarching message is Tesla's ambition to be a leader in real-world AI, extending beyond automotive manufacturing into advanced robotics and computing architecture. less
Q3 Delivery Estimates + New Tesla Board Member
This episode of Tesla Daily focuses on financial and production estimates rather than vehicle reviews. The primary news includes Tesla appointing Joe ... moreGebbia, former Airbnb co-founder, to its board, a move the host suggests could benefit Tesla's future autonomy and robo-taxi services. Analyst updates from Piper Sandler and Citi reveal lowered price targets and delivery forecasts for Tesla, citing concerns over Chinese market share, demand, and rising interest rates impacting the cost of capital. Citi's note, historically bearish, reiterates a significantly lower price target but includes a speculative point about a potential acquisition by a larger tech company. The latter half of the episode delves into detailed Q3 production and delivery estimates for Tesla's global factories (Shanghai, Berlin, Texas, Fremont). The host provides a production forecast of 367,401 vehicles, a substantial increase year-over-year, while projecting deliveries at 361,400, with a noted gap attributed to production backloading and potential export delays from Shanghai. less
Leaked Tesla Recording Reveals Exciting Production Details
This video delves into a leaked Tesla executive presentation, offering significant insights into production figures for both automotive and energy pro... moreducts. The Fremont factory's Q2 production of 134,000 vehicles is highlighted, suggesting a potential downward revision for Berlin and Austin's output. The executive also noted Fremont's current production rate of 12,000 cars per week, with a goal to reach 14,000, which would position Tesla for approximately 750,000 annual units. Gigafactories in Berlin and Texas have each hit 1,000 cars per week, though neither has reportedly reached a 2,000-vehicle weekly rate. The Nevada facility produced 283,000 powertrains in Q2 and aims for 8,800 packs per week to support AWD builds. The energy division shows remarkable growth, with Nevada producing 420 Megapacks weekly (projected $3.9 billion annualized) and exceeding 6,500 Powerwalls weekly (projected $4.2 billion annualized). The video also covers Tesla's application for a lithium refining project in Texas, with potential Q4 2022 construction and Q4 2024 commercial operations, alongside Neuralink's office plans in Texas and Tesla's expansion at Gigafactory Berlin. The review concludes by touching on the ongoing Twitter acquisition case. less
Exclusive: Tesla Sets Production Record at Giga Shanghai
This episode of Tesla Daily focuses heavily on Tesla's August production and sales figures from Giga Shanghai, reporting a new record of 76,605 v... moreehicles produced, surpassing previous records and even exceeding Q2's total production in just two months. The reviewer highlights the impressive ramp-up of the Model Y line, which added 10,000 vehicles per month in output after a short downtime, equating to billions in potential revenue. Despite some downtime for upgrades, Shanghai's production is on track to hit a run rate of nearly 1.05 million vehicles annually. The analysis also touches on domestic sales and exports, noting a continued backlog. Other news includes Tesla expanding hiring for its Megapack factory, Elon Musk's comments on improving Tesla service, and Tesla polling for new Supercharger locations. General automotive news covers a new van production partnership between Mercedes-Benz and Rivian, and GM's EV Equinox details. Finally, there's speculation about potential Starlink connectivity collaboration between SpaceX and Apple. less
Credit Rating Failures = Tesla Investor Opportunities
This episode delves into the perplexing discrepancy between Tesla's robust financial health and its non-investment grade credit rating from agenc... moreies like Moody's and S&P. The reviewer highlights Tesla's exceptionally strong financial ratios, low debt, and consistent growth, contrasting it with the agencies' qualitative justifications for the lower rating. Moody's cites a need for a broader product lineup and a longer track record, while S&P also points to competition and product diversity. The reviewer argues that these qualitative concerns overlook Tesla's strategic advantages, such as product simplicity aiding supply chain resilience, and the inherent difficulties legacy automakers face in competing. Ultimately, the episode frames the current credit rating as a potential investment opportunity, akin to Tesla's delayed inclusion in the S&P 500, suggesting that as Tesla's success becomes undeniable over time, its rating will inevitably improve, unlocking further investor demand. less
Tesla China Sales, Price Target Increase, Canada Factory Possibilities
This episode of Tesla Daily provides a comprehensive overview of recent developments impacting Tesla and the EV market. Key highlights include strong ... moreAugust sales figures for Tesla in China, with an estimated 77,000 wholesale units, suggesting a potential production record despite brief parts supply issues. The podcast also delves into Tesla's lobbying efforts in Canada, aiming to improve manufacturing competitiveness and potentially hinting at a future Gigafactory, further supported by a new high-volume recruiter job posting in Quebec. Piper Sandler has increased its price target for TSLA to $360, citing decreasing vehicle wait times as evidence of Tesla's aggressive pursuit of market share through increased production and potential price reductions. The review also touches upon a California Senate bill targeting the marketing of autonomous features, though its direct impact on Tesla's 'Full Self-Driving' name remains uncertain. Finally, the episode notes the shift of Model Y and Model 3 to stalkless steering wheels and touch-based gear selectors, similar to the Model S/X, and covers the AXA insurance apology for its controversial EV crash test, Volkswagen's struggles with software development, and a voluntary recall by Cruise for its autonomous vehicles. less
Tesla Cuts Wait Times, Insurance Company Does Dumbest Test Ever
The video discusses Tesla's reduced delivery wait times for the Model Y in the US and China, attributing the decrease in China to increased produ... morection at Giga Shanghai and potential battery supply constraints for longer-range variants. In the US, the base Model Y wait times have also shortened, possibly influenced by the Inflation Reduction Act and customers positioning orders for tax credits. The reviewer notes that while shorter wait times can signal demand concerns, they can also reflect production increases from various Gigafactories. A significant portion of the video is dedicated to criticizing a "dumb" test by AXA Insurance, which staged an electric vehicle fire using pyrotechnics after removing the car's batteries, a detail omitted in their press release. The reviewer also touches upon Elon Musk's interview regarding FSD rollout and Master Plan Part 3, BMW's in-house fuel cell production for the iX5 Hydrogen, and SpaceX's new NASA contracts. less
Model Y Expansion in Europe, SpaceX & Tesla, More Giga Berlin Reporting
This episode of Tesla Daily provides a comprehensive market update, focusing on the significant news of Tesla opening orders for the Rear-Wheel Drive ... more(RWD) Model Y across Europe. The RWD Model Y, seemingly an export from Gigafactory Shanghai utilizing Lithium Iron Phosphate (LFP) batteries, offers identical performance specifications to its Chinese counterpart, with pricing in Germany around €54,000. The report suggests this move is strategic, potentially to manage inventory and leverage Shanghai's increased production capacity while Gigafactory Berlin ramps up.
Beyond the Model Y news, the podcast delves into Jefferies' updated targets following a Gigafactory Berlin tour, noting that Berlin and Austin's lower production costs are expected to dilute higher costs from Fremont. The discussion also touches upon Panasonic's plans for new battery factories in Kansas and Oklahoma, and the broader market's reaction to hawkish comments from Fed Chairman Jerome Powell. A brief mention of SpaceX's Starlink direct-to-cell technology and its potential future application for Tesla vehicles concludes the segment. Overall, the episode offers valuable insights into Tesla's European market strategy and production cost dynamics. less
Beyond the Model Y news, the podcast delves into Jefferies' updated targets following a Gigafactory Berlin tour, noting that Berlin and Austin's lower production costs are expected to dilute higher costs from Fremont. The discussion also touches upon Panasonic's plans for new battery factories in Kansas and Oklahoma, and the broader market's reaction to hawkish comments from Fed Chairman Jerome Powell. A brief mention of SpaceX's Starlink direct-to-cell technology and its potential future application for Tesla vehicles concludes the segment. Overall, the episode offers valuable insights into Tesla's European market strategy and production cost dynamics. less