Tesla's stock has been performing well, and the company is making significant advancements in technology and production, particularly in China, which could have a positive impact on their financials and overall business
Questions to inspire discussion
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What new features has Tesla announced in their holiday update?
—Tesla has announced new features such as custom lock sounds and high fidelity park assist with 3D reconstruction of surroundings while parking.
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What is the current state of Tesla's stock and financials?
—Despite a difficult year, Tesla's stock has nearly doubled year-to-date, and analyst estimates expect Tesla to grow volumes by over 400,000 units next year.
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What advancements is Tesla making in China?
—Tesla's production at Giga Shanghai set a record for both Model 3 and Model Y, which will have a positive impact on Q4 financials and potentially lead to improvements in production and average selling prices in the US.
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What are some upcoming events to watch for in the auto market?
—Big upcoming events include the CPI and PPI reports, as well as the next FOMC meeting, with no expected interest rate changes, but the statement and Fed chair's comments will be important to watch.
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What are some potential new features for Tesla's robo taxi fleet management?
—Tesla is working on new features for their robo taxi fleet management, including communication with passengers and integration with language models like grock.
Key Insights
- 📈 Tesla's stock has nearly doubled year-to-date despite a difficult year for the company.
- 🚗 Tesla's new high fidelity park assist with 3D reconstruction could potentially outperform Nissan's 360 camera view, promising a superior system over time.
- 🌌 Tesla teases mind-blowing visualizations and changes in FSD version 12, creating anticipation and excitement among fans.
- 🗣️ Integration with a large language model like GPT-3 could allow for natural language commands, opening up a range of possibilities for the feature.
- 📈 China's retail sales are up significantly month over month, with 65,500 domestic sales and 177,000 exports.
- 📈 Giga Shanghai's record production of 9,800 vehicles in November could have a significant impact on Tesla's Q4 financials and overall business.
- 🚗 China's announcement that the model y standard range is sold out for the year is a significant update.
- 📰 Tesla engineer mentioned they can easily add software updates to make the steering more customizable for different preferences.
#Tesla
Clips
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00:00 🚗 Tesla teases new features, China and Thailand show interest, stock tracking indicates growth despite a difficult year with 2023 EPS 50% below estimates.
- Tesla has announced new features related to the holiday update, with some visualizations, and there is news on Tesla in China, Thailand, and stock tracking.
- Tesla has had a difficult year, with 2023 EPS 50% below estimates, but the stock has nearly doubled year-to-date, and analyst estimates expect Tesla to grow volumes by over 400,000 units next year.
- Tesla is aiming to maintain flat prices and improve gross margins, with various factors such as interest rates and new products potentially impacting the auto market in 2024.
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02:51 🚗 Tesla teases new features including custom lock sounds, high fidelity park assist, and delayed FSD version 12 with new visualizations.
- Tesla is teasing new features, including custom lock sounds, in their upcoming software update.
- Tesla is adding a high fidelity park assist with a 3D reconstruction of surroundings while parking, potentially superior over time.
- Tesla is teasing new visualizations for FSD version 12, which has been delayed until mid to late January.
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05:07 🚗 Tesla teases new parking feature and robo taxi fleet management improvements, aiming to address previous complaints and enhance passenger communication.
- Elon Musk teased a new feature for Tesla where the car can identify and park in probable viable parking spaces, similar to a reverse smart summon.
- Tesla is working on new features for their robo taxi fleet management, including communication with passengers and integration with language models like grock.
- Tesla is working on new features to improve on previous complaints and hopes that people will welcome the improvements.
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07:22 🚗 Tesla teases new features, China records, and Thailand interest with sales numbers and production updates.
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08:18 🚗 Tesla's export is decreasing as retail sales increase, with Elon Musk commenting on the situation, while production at Giga Shanghai sets a record for both Model 3 and Model Y, potentially leading to improvements in production and average selling prices in the US.
- Tesla's export is decreasing as retail sales increase, with Elon Musk commenting on the situation.
- Monthly numbers for car production are not meaningful due to batching to minimize complexity, but market share is increasing from 6% to 12% in the EV market.
- Tesla's production at Giga Shanghai in November set a record for both Model 3 and Model Y, which will have a positive impact on Q4 financials and potentially lead to improvements in production and average selling prices in the US.
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10:41 🚗 Tesla teases new features, China records, Thailand interest.
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11:30 🚗 Tesla's potential expansion in Thailand and India is uncertain, while the Model Y becomes the second most registered vehicle in the US and Tesla offers pre-qualification for financing.
- Thailand's prime minister met with Tesla executives to discuss potential land for expansion, while Tesla's plans for Giga Shanghai and potential expansion in India are still uncertain.
- The Tesla Model Y has become the second most registered vehicle in the United States, surpassing the Toyota Rav 4, and Tesla now offers pre-qualification for financing purchases with a soft credit inquiry.
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13:37 🚗 Tesla Cybertruck reviewed for steer by wire feature and customizable steering preferences, upcoming events include CPI, PPI reports, and FOMC meeting with no expected interest rate changes.
- Reviewers discuss their experiences with the Tesla Cybertruck, focusing on the steer by wire feature and the potential for customizable steering preferences through software updates.
- Big upcoming events include the CPI and PPI reports, as well as the next FOMC meeting, with no expected interest rate changes, but the statement and Fed chair's comments will be important to watch.
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