4680 Model Y Deliveries, BYD Batteries, Next-Gen Cameras, China Update, Giga Press (06.08.22)
➤ Tesla supply chain news on batteries, autonomous driving hardware, China production and more ➤ Tesla begins external deliveries of Texas-made Model Y ➤ CPCA set to report May numbers ➤ Twitter plans...
9 Jun 202217min
New Cybertruck Interior, Revenue Recognition, DFEH, Giga Press, Radar, Volkswagen (06.07.22)
➤ New interior photos of the Tesla Cybertruck show updates from prototype ➤ Target investor update may carry broader market implications ➤ FSD Beta expands significantly ➤ Musk's Twitter financing rep...
8 Jun 202223min
Lithium Contract, Twitter Update, Texas Incentives, Apple CarPlay, Rivian Letter (06.06.22)
➤ Tesla finalizes lithium supply contract ➤ Elon Musk pushes back on Twitter in new SEC filing ➤ Tesla denied EV incentive in Texas ➤ New Tesla Energy project opens ➤ Apple unveils next-generation Car...
7 Jun 202222min
Layoffs, "Super Bad Feeling", AI Day Rescheduled, May Auto Sales, Cruise (06.03.22)
➤ Tesla lays off employees as Elon Musk reportedly has a "super bad feeling" about the economy ➤ Tesla reschedules AI Day 2 ➤ New Elon Musk interview: https://youtu.be/AeeeEDSekG8 ➤ Old Tesla referral...
3 Jun 202216min
Goldman Sachs, Peak ICE, EV Adoption, Giga Press, Ford, Boring Co (06.02.22)
➤ Goldman Sachs and others react similarly after visits with Tesla investor relations team ➤ Battery cost outlook updated by Goldman Sachs ➤ Piper Sandler notices change in wait time tracker ➤ Analysi...
3 Jun 202214min
Musk Blasts Remote Work, Texas Model Y, Panasonic 4680, Bolt, Shareloft Update (06.01.22)
➤ Elon Musk emails all Tesla and SpaceX employees about unacceptable remote work ➤ Shareloft update (previous announcement here: https://youtu.be/5KdjErsVki8) ➤ News on Texas-made Model Y ➤ Panasonic ...
2 Jun 202213min
Drew Baglino Discusses Battery Industry, Shanghai Re-Opening, Cybertruck Casting (05.31.22)
➤ Tesla SVP Drew Baglino discusses battery industry growth, mining, geopolitics, Solar Roof and more: https://youtu.be/-JUlVEDitlA ➤ Mizuho releases new TSLA note ➤ Shanghai moves towards next phase o...
1 Jun 202213min
TSLA Post-Memorial Day, Credit Suisse, Shanghai Update, EV Safety & Interest (05.27.22)
➤ TSLA stock continues to rally, has the share price bottomed? ➤ Credit Suisse issues new Tesla note after visit to Fremont ➤ NHTSA seeks more information on recent Tesla fire ➤ Twitter shareholders s...
27 Mai 202222min
