The summary of the conversation is about the recent news and updates related to Tesla, its stock performance, and its impact on the automotive industry.
The host discusses the recent drop in Tesla's stock price, despite the company's performance outperforming several indexes. They mention the discounts on Model 3 versions within 200 miles in a specific location, which were expected to be gone by morning. The price of a car bought for $36,220 in Colorado was almost $4,000 more, indicating a possible equalization of supply and demand.
In terms of deliveries, China has delivered 13.5 thousand vehicles based on insurance data, and the host speculates that estimates for deliveries might increase because deliveries were slowing down. Tesla has been cutting prices for its Model Y in South Korea by about $5,000, and the host suggests that this could lead to further price reductions.
The host also mentions Tesla's plan to build an AV Factory in Thailand, with an expected investment of at least $5 billion from Tesla, Google, and Microsoft. They discuss the production resumption of Tesla, suggesting that the company is building Cybertrucks with improved quality and possibly a new paint color.
The conversation also touches on the competitive landscape of the automotive industry, with companies like Boston Dynamics and Nissan making strides in areas like humanoid robots and EVs. The host also mentions that Tesla's Model 3 has been popular enough to replace popular vehicles like the Honda Civic and Toyota Tacoma.
Lastly, the host discusses the potential impact of Tesla's upcoming pickup truck on the market, and how this could change the automotive industry. They also mention the recent announcement from Ford to pause the construction of its $3.5 billion Battery Park in Michigan due to weaker demand.
Overall, the conversation provides a comprehensive overview of the current state of Tesla, its impact on the automotive industry, and the future implications of its plans and strategies.
1. Tesla's stock is down today, but it outperformed several indexes.
2. Discounts on Tesla Model 3 rear wheel drive versions within 200 miles in Colorado have disappeared.
3. A Tesla Model 3 cost almost four thousand dollars more than when it was bought earlier this month.
4. In China, Tesla received 13.5 thousand deliveries based on insurance data.
5. Tesla is considering building an AV Factory in Thailand, with an expected investment of at least five billion dollars from Tesla, Google, and Microsoft.
6. Tesla has lowered the price of the Powerwall in the US by three hundred dollars to eight thousand four hundred.
7. Tesla has increased supercharger prices in Canada by up to 25 percent in British Columbia.
8. Tesla has removed both the Giga Texas and Fremont tours from the referral Awards program.
9. Tesla appears to be building cyber trucks with improved quality and possibly at least one new paint color.
10. The Tesla Model Y was spotted with a new color called Quicksilver, currently only available from Giga Berlin.
11. Tesla's production has resumed, and the company is expected to exceed previous production capacity at a lower cost.
12. Tesla is being compared to a pre-recorded video of a robot performing yoga in real time by a live demonstration.
13. Lucid Motors has secured an operating permit for a Saudi Arabian Factory, and the release of the air peer rear wheel drive base model variant has been delayed.
14. CarMax found that the Honda Civic and the Toyota Tacoma were the two most popular vehicles being created for a Tesla Model 3.
15. Tesla's market entry into the Chinese market has been commemorated with an online museum and special badges.
16. Tesla's MSRP slash charging rate is considered a good single number proxy for EV performance.
17. Ford has announced that it is halting construction of its 3.5 billion dollar blue oval Battery Park in Michigan due to weaker demand.
18. Tesla's service is highly appreciated by customers due to its mobile nature.
19. Volkswagen has announced that it will suspend production of ID3 and Cooper S in Germany due to weaker demand.
20. Tesla has added magic docs in Utah, Michigan, and Washington State, enabling more non-Tesla bees to charge Tesla superchargers.