Excellent Tesla Production News, Lease Pricing, Employer Rankings

[@jajessee]

Thanks!

[@TeslaDaily]

Thanks for the support!

[@frankessiambre4178]

That was a much more concise and clean episode. I like the prescriptive format better than the ad hoc commentary.

[@isipwater]

Thank you Rob! Those are impressive M3 numbers and nice leasing prices.

[@lylestavast7652]

Thanks for doing all these compilation videos. It's kind of a daily bump to me in lieu of a social life. :) Your presentation and logical analysis are always well received to my thinking.

[@dr-k1667]

Good to see Tesla the company going up in ranking for new graduates interested in applying. It's a challenging work place but I think the best of the best have them on their short list and their improved ranking are important for the future of the company who are always looking for TALENT.

[@mfpears]

For a software engineer, it's not hard at all for most.

[@wilhelmtell3427]

Over 40% production increase from Jan to Sept compared to 2022.

[@Urgelt]

I don't think we have heard much in a while about Starlink for commercial airlines. That should be a no-brainer. Real-time information on airplane location, plus service for crew and passengers, what's not to like? Thanks for your reporting, Rob.

[@MarkS-23]

I agree however, customer service doesn't seem to be a high priority with Airlines.

[@Urgelt]

@@MarkS-23 it seems to me that the FAA ought to take a keen interest in mandating it, since knowing precisely where all commercial airplanes are at all times is a big step up for accident investigations. But it's the FAA. They seem to have a burr up their butt for all things SpaceX. I don't think Biden wants to do favors for Elon. Underlings might do things to annoy Elon even without explicit Biden orders to obstruct SpaceX, just because they can, and they know the boss won't chew them out if they do. Or perhaps not. For all I know, the FAA might already be working on a mandate, but kept it close-hold. All I really know is that it's quiet. Too quiet.

[@donfields1234]

Did you hear starlink is a cybertruck option?

[@Urgelt]

@@donfields1234 heard it, yep. Not sure when it'll be ready. I also heard that Cybertruck may get a solar option - built-in panels with 'wings' that can be unfolded when the truck is halted. Good for maybe 20-30 miles of added range on a sunny day. Tesla has not given up trying to innovate in solar. I don't think they have a breakthrough product yet. Solar tiles didn't do the trick. Too hard to manufacture and install. Latest is a flexible ribbon panel, easier to make and install, possibly. Not yet a priced product. Solar remains Tesla's weakest product area. They haven't given up. Good.

[@RodMitchell-x5v]

Thanks so much Rob

[@danapeck5382]

Thanks

[@dennisolsen8945]

Go Rob!! Great Videos!! 😎👍

[@xhames61x]

Man, that's a badass car

[@ericanderson3534]

Starlink on Maersk woah!

[@Martin-se3ij]

Maersk looks to have about 740 ships.

[@_electricvehicle]

I would not be surprised if Tesla could implement the new changes so quickly. For instance, the new dash and LED lighting - if this change does not require the assembly process and the tooling process for the body panels connected to the dash to retool the entire production line by dismantling old equipment and reinstalling new equipment (for assembly and new tooling), it may not be an issue. Other car manufacturers (Germans and Japanese) can produce different variants of a model on the same production line - as such, certain changes can be made quickly. Think of it this way, if for instance they widened the width between the wheels and lengthened the distance between the wheels for Project Highland (did they?) or gave the Model 3 a third motor - then you may need to have significant changes to the production line. I suspect if the Model Y changes are similar, GigaTexas can also change quickly.

[@bilgyno1]

With the ramp up of production in Berlin, and the Chinese economy still feeling weak, there may be a little excess capacity for the Y. Could explain the introduction of the Y RWD in North America, which is a smart thing to do.

[@franklinmargolis2051]

Doesn’t anyone find it odd that the port at Shanghai has only model 3 highlands? What happened to model Y? We should still see a mix of these at the port unless production is switching over to juniper in Shanghai.

[@DouglasJMark]

Maybe all the Ys are staying in China currently. High demand there for sure.

[@skip181sg]

Model 3 gets exported to Europe and Asia and Pacific countries whereas Model Y does not get exported to Europe You would expect a greater share of Model 3 production at the port because of that

[@rogerstarkey5390]

Looks like a "low FUD" month for Lora?

[@CryptoQuest456]

PROMOTION PRICE?

[@DouglasJMark]

Thanks Rob. Somebody should write that CNBC reporter to ask her to clarify her report. TESLA’s speedy ramp-up of the model 3 Highland is expected, and mind-blowing nonetheless. 🤯 The machine that makes the machine is awesome. OEMs must be shaking in their boots. I imagine OEM workers must be at least a little worried too. On the other hand, the UAW……you can fill in the blank. Lotsa love to all ❤❤❤

[@justindavenport5666]

Astounded every time I see your subscription level, love your channel, thanks Rob. 420/710

[@alexnutcasio936]

Subscribers doesn’t really matter, it’s all about views.

[@johnmacri7440]

Highlander will be big. Thanks

[@zwanz0r]

I don't understand the remarks about the first deliveries of the Highland Model 3 still needing to happen. I've seen multiple highland model 3s on the road in the Netherlands, and also seen them on semi-trucks. Pretty sure deliveries started a while back.

[@zwanz0r]

Ive got a pic on my phone from last month

[@jschlock448]

Tesla service seems better; had an excellent experience at Palo Alto shop that changed a front unit left side drive shaft; 260 bucks… my Model X has 108 k miles…and they did it in less than one day (they said they could do it the same day but I told them not to “rush”)…. And, they offered a Uber credit to get me home!

[@JonasVanraes]

Rob?! You ok?

[@msbgone]

withdrawals over here! I do hope he is ok, hopefully taking some needed time away or working on new things!

[@TeslaDaily]

Yep, all good. I gave an update in the Friday episode that I would be off a couple of days for a wedding.

[@JonasVanraes]

@@TeslaDaily Oh i hope you had a good time! Watching your videos is part of my morning routine so it kinda felt off haha. Thanks for all the hard work!

[@saltvatn]

👏🏻👏🏻👏🏻👏🏻✌🏻

[@mervynleach1362]

The Kia EV9 achieves somewhere between 280 and 300 miles range, but needs a 100kW battery to achieve it. That's pretty poor efficiency.

[@wolfgangpreier9160]

I hope its a 100kWh battery. 136 HP does not sound as much. 2.8 miles/kWh or 22 kWh/100 km does sound too good to be true.

[@TheEvilmooseofdoom]

It's a start. So many put their hopes in big fancy new batteries for range but efficiency I think is where the race will be won, so to speak.

[@Cross-xm2fr]

Something going on with highland in china, doubt it's just exports being prioritized

[@koomaj]

Maersk news is huge. They are one of the biggest player in shipping. Others will follow.

[@OscarCuzzani]

Why we are not seeing similar disclosures of the 3 big automakers? Analysts don’t care about production of cars in such detail?

[@TheEvilmooseofdoom]

No. The only company that gets this level of scrutiny is Tesla.

[@Wooster77]

I heard that the tax credit can be applied to a lease. Is that true?

[@thomassimmer5186]

It's already baked into the lease price...it doesn't go to the consumer.

[@darylfortney8081]

With star link for cellular devices Tesla will be able to connect with the car directly instead of paying att for the service and maps will never drop connection during navigation

[@DanFrederiksen]

325$ lease seems inexpensive. Without doing the math that feels below the actual sale price. Easy non committal entry. It's about the price level some talked about for FSD...

[@RootBeerGMT]

10k miles is pretty easy to bust through

[@RootBeerGMT]

A 10k miles lease is pointless for most.

[@johnqcitizen9177]

Where is my 2023 Model X Ultra Red ?? I just got my delivery window extended to Oct 28-Dec 02 2023 from Oct 11-Nov 15 2023. After ordering on Sept 5 2023. Does anyone have any good news ? If the car isn’t delivered by 31 Dec 2023 im canceling my order and will keep enjoying my 2023 model y LR.

[@KK-ez4lg]

Hi rob, any perspective on today's CNBC hit piece from Loro?

[@rogerstarkey5390]

Comment.... It's "a CNBC hit piece (attempt) by Loro" Must be Thursday? 😉

[@yescivic]

Leasing may not qualify for 7500 fed tax credit.

[@colinwp8285]

Given known issue at VW, their world ranking surprises me. Far too high IMO.

[@michaelphippen8920]

Didn't mention Model 3 $250/month lease for 24 month period :(

[@AR-rn8ok]

Is really that cheap. That number seems off.

[@michaelphippen8920]

@@AR-rn8ok AFAIK, Tesla is able to take the $7,500 tax credit on a lease, so it's still worth it for them. Check it out on their website

[@rlshultz5841]

The biggest event which impacted the market was the treasury had a bond sale and there were no buyers. Big news no one covered??

[@RFjellstroem]

👍

[@geoffgeoff3333]

The fact that the "Light" Kia EV9 needs a 100kW battery for 304 mile range means that the 3rd row of (real) seats is gonna cost 25% more to charge than a Model Y.

[@jamesengland7461]

Still a far cry from a Suburban!

[@ryant.5173]

Hi Rob

[@bigdream_dreambig]

I'm shocked that, globally, more engineers want to work at Ford (#14) than Tesla (#16).

[@Corgiking521]

Working at Tesla probably sucks though.

[@alangsharpas]

The drop in production figures for the Y relative to the 3, undermines the argument that the Highland update was the reason for the drop in production numbers in Q3. Hopefully we'll learn more on the earnings call

[@tomdrewenskus8167]

CNBS is always hating on Tesla.

[@alexnutcasio936]

CNBC?

[@thomassimmer5186]

Those rankings, like most rankings, are garbage. They can't measure it directly so it goes by reputation, which over represents the biggest, most traditional companies.

[@peter.g6]

Was about to say this. Not sure about other countries, but here in eastern-ish Europe Accenture is one of the worst employers where huge chunk of people leave within a year.

[@ThysRoes]

Don't forget, Tesla seems like a great employer if you want to be married with your job and not have a personal life. I think Tesla is a good place to work for a certain set of people in a certain phase of life. If you got young kids, working at Tesla means less time for the kids.

[@TheEvilmooseofdoom]

I think you apply what might be true for some to all. It's simplistic at best.

[@leogala1402]

👍🤖👍

[@MoCowbell]

We "did" get

[@Alexzw92]

WOooo!

[@nycameleon]

Business students looking to work at Tesla, cause Elon loves the MBA's

[@TheEvilmooseofdoom]

According to who?

[@billdale1]

NOTTT true! He has commented specifically what he looks for in hirees, and education is not one of them.

[@darrenjamrock2677]

Does Elon Musk still align himself with Netanyahu after Musk states that he’s against anything that promotes hate and conflict?

[@yolkcapitol]

The CNBC report alleged that Tesla was moving used vehicle sales into new delivery category, also detailed lack of internal accounting safeguards. Just details that may resurface w DOJ investigation.

[@steadymobbin.]

Tesla cybertruck

[@Matzes]

Poker

[@steadymobbin.]

@@Matzes HCL?

[@Matzes]

@@steadymobbin. yea

[@steadymobbin.]

@@Matzes Nice🫡

[@MilaB-]

Hey all

[@ericblanchard5873]

1st

[@blue597]

Better announce the cyber truck the the day before there earnings the earning look like shit.

[@ZeusBullyMax]

Not when you’re doing a major upgrade. They don’t look that bad.

[@StayPufttt]

Yeah, I just dumped 1,900 shares. See you boys after earnings.

[@oscarviewz]

1900 shares!... dang... that's quite a stack... sounds like a metric Sht ton of capital gains!! (As compared to a standard F-Load...) I hope for your sake they don't drop a cybertruck delivery...

[@StayPufttt]

@@oscarviewz buy the rumor sell the news. Cyber truck announcement is baked in. If they don’t drop one asap, I think we revisit 220’s

[@ordinaryhuman5645]

Good luck. I rebalanced and sold some before deliveries expecting worse numbers than analyst estimates... didn't actually go the way I expected even though I was right.

[@StayPufttt]

I’d generally hold on, but where’s the positive catalyst to hold into this earnings? Revenue, gross margin, profit margin, EPS will be shit on the back of shit deliveries coupled with price cuts. there won’t be a surprise beat, anywhere. It’s not possible.

[@JourneyByChris]

Every KZbin commenter is a multi millionaire. If I dumped my 700+ shares, I'd owe about 20k in taxes. Not trying to play the earnings and pretend I know what's going to happen to the stock in the near term. Your entire basis for selling is already factored into the price

[@georgeorwell7291]

next stop... Tesla pays you if you take a car of their hands.... and it also wont work, because people will still have the questions they had 10 years ago. Range, Charging and Cobalt.... When will Tesla finally grab a heart and help to remove that hurdle in the heads of people

[@TheEvilmooseofdoom]

It's Elons fault, he doesn't seem to understand that 99% of the population are idiots who need to be led by the nose.

[@ZeusBullyMax]

Range not an issue. Charging definitely not an issue. Cobalt is not an issue because they are vetting their vendors. Stop spreading lies.😂

[@Martin-se3ij]

Range and charging may not BE an issue but they are SEEN to be. How many Superchargers do you SEE in your town. I SEE none in New York City, although Tesla's existing drivers will know there are some, but they are hidden from the population, out-of-sight in garages. So Charging/Range is still a perceived issue. In big cities where people live in apartments, home charging is not an option. I don't think Mr. Orwell is "spreading lies". Not until "T E S L A" chargers are SEEN as common as gas stations throughout the towns and country will the worry go away.@@ZeusBullyMax

[@billdale1]

Like the man says, STOP SPREADING LIES. Teslas have range similar to ICE cars. Tesla already has supercharger stations located on highway off-ramps, strategically between cities, so that there is nowhere you want to go that is more than 100 miles from the next charging station, and they continue to install dozens of stations at a time to meet the coming demand as more and more Teslas are on the road. As for cobalt, Tesla has found rhat LFP cells require NO cobalt, are less expensive, and last longer. Tesla is shifting AWAY from cobalt and nickel. Commonly available materials like sodium and manganese are the focus.

[@deficator750]

they are slashing the prices because demand is tanking.

[@TheEvilmooseofdoom]

You haters have been saying that for years.

[@ZeusBullyMax]

Their demand isn’t tanking. They’re ramping up basically a new car. If you’re an investor, it doesn’t mean anything. If you’re a trader then maybe it means something. What do you have like about 200 shares? You’re swimming in the kiddie pool probably.

[@Martin-se3ij]

Less to lose in the kiddie pool if someone pulls the plug.@@ZeusBullyMax