➤ Tesla VP comments on price cuts in China
➤ Market reacts to price cuts
➤ Reviewing Tesla prices over time
➤ IDRA shipments arrive at Giga Texas
➤ Tesla Insurance update
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Disclosure: Rob Maurer is long TSLA stock & derivatives
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Haha this lightning + sweater combination did not work out well for me. Noted for next time, but yes I am wearing a shirt 😅
In Lithuania VAT reinbursment was introduced but there is a cap of 50000EUR. Chepest Tesla including VAT – 50808EUR. So could we have just 800eur discount in Europe :))
Rob – What are your thoughts on the protests at Tesla stores in China after the price reduction?
This 9T gigapress is doing my head in. Too big for the 3/Y lines.. No other facilities built in Shanghai.. Too big for a competitor to start out with.. 🤔
Rob – please do an update to your tesla long term valuation… im sure things have changed since your last update
Love that you’re going shirtless these days. Looks like you’ve been hitting the gym😍
Price chart at 4:30 has volume on vertical axis label vs time on horizontal axis
I would like to see margin and margin increase at each factory. Dropping prices and keeping similar margins would be an interesting show of force for Tesla.
automatic feeder sounds like those CNBC background sounds
I notice that the rear wheel drive Model Y (50K) is now cheaper (in Belgium) than the Model 3 (53K). Do you have historic data on this? Is this also price reduction on Model Y side?
Tesla phone??
Helpful insights and news as usual Rob. Thank you. What do you think about the sales in China currently and the outlook for 2023? Too early to tell perhaps given emergence from Covid and little data regarding response to price cuts. Configurator not showing much response thus far is concerning. Challenging times and seems like Tesla fell prey to BYD eating their lunch in the past 6 months or so.
Rob, if you've not already seen it, there is a good YT by "Lei's Real Talk" on Friday entitled "Tesla stock going down: Is Tesla losing market share to BYD?". She's not a financial analysis, rather follows Chinese politics and current event very well, but I think she did a great job describing the current BYD versus Tesla situation. I felt encouraged as a Tesla investor by her comments.
Tesla shareholders, are you not bothered my the front running actions from Elon musk to us?
What company has a CEO who cashes out when he thinks there is a recession?
Rob, please do not ignore the elephant in the room, which is the geopolitical effect on TSLA. I worry because the US govt is becoming very hostile towards China, a country that Elon clearly admires for their work ethic, and because of bans imposed on China for chips, semiconductors etc, and the US is thinking of even more China sanctions, at some point I wonder if Elon will be asked to shut down the China factory because of mounting hostilities. That is a concerning thought I have had in mind for a while now. Also, on the European front, the war is going to have a destabilizing effect on the European economy. I am not sure if that will be favorable to Giga Berlin. After all, VW and BMW have also recently announced their decisions to move their factories out of Germany and the UK.
Give the current world affairs, it is impossible to make any interpretations about businesses without factoring in the geopolitical stresses. Otherwise, whatever's been happening to Tesla will not make much sense. Also, we know that the Chinese govt has already has expressed their concerns to Elon about Space X's involvement in the Russia/Ukraine/NATO war; naturally they are worried that with rising tensions, Starlink could next be used to spy on China, if not already. I see these as strong headwinds for any business.
Thanks Rob!
Tesla needs to UNDERWRITE NOT PARTNER THE INSURANCE IN ALL 50 STATES AND ALL FOREIGN MARKETS. THE FLOAT IS HUGE
Happy New Year 🎄💐. Warren Buffett talked in BBC NEWS on how investors and traders can make millions. Her recommended an Expert called "Layla Claire Wondering if viewers here are familiar with she's services..?
Can’t trust Tesla and Elon. Has lied too many times. I feel terribly bad for the retail holders that bought after split and now down so much. Very bad and helped basically finance Twitter. Not okay Elon. Shame on him.
I was feeling a bit bloated, but felt much better after pinching off a rather large Elon Musk into the toilet.
Love This #Tesla Video
Those cats need their food!
So when profit margins go down instead of stay the same, meaning the price cuts are not because costs went down, are you going to polish that too? All the rationalizations are not helpful and take up a lot of time. Tesla is a business, a brilliant company in a very complicated world – stuff is going to happen. Investors, and fan boys! want information, not endless reassurance. We don't need it. Maybe start GM Daily where that might actually assuage some feelings that won't be taken care of by innovation, growth and profits.
Hi Rob if i go to your YouTube channel I can't find this video and the latest I can find is from 9 days ago. the algorithm is hiding your videos as obviously this is on line.
Thank you Rob.
You are my goto source for objective Tesla info. Keep up the great work Rob.
8:02 Safety score beta in Texas just had an update and it’s a joke – coming from a rabid Tesla fanboy with Tesla products, stock and insurance – if they don’t fix it, I’m out next month
@TeslaDaily , PLEASE look at the steel and plastic price indexes in China. Prices for both steel and plastic have dropped by 10-20% recently which will absolutely help reduce COGS in Tesla China.
I was only 80% sure Rob was wearing a shirt.
Thank You Rob!
why no more FSD videos from you Rob⁉️
StevemarkRyan mentioned that the hysteria over these price cuts fail to mention that many prices were raised by 30-35% through the course of last year!
In fact I recall many a video of yours mentioning yet another round of $2000 price rises for various models!
What is the new China price vs the lowest price before? I can’t tell on the graph?
حسبي الله ونعم الوكيل فى محمد كمال احمد مرسى واللى بيساعدوة
beijing ? maybe a hint that it was commanded.
My 2c. Tesla china has had a major change in the production line, basically an overhaul. After this was the ramp-up. This means more innovation, better methods, quicker, cheaper, etc, meaning the price of production would have come down by 15-30% or more. Now it is fully ramped. It follows then that Tesla can either make bigger profits or cut costs commensurate with savings, creating a bigger market. It appears that tesla has taken the bigger sales route, giving savings to customers.
I need a price cut in Europe 😅
Rob what pet do you have? When I heard the noise I thought it was hail against the window🤔 Is there any chance we can see your animal housemate on camera?
Colored pricecharts look like Cybertrucks 😂
Hi Rob, thanks. Happy New Year
Great job Rob, as always. I'd love to meet your pet who was getting fed during the video! 😄
Out of interest Rob, could you do a video about the possible failure of Tesla?
I'm an optimist and a long term investor, but would be interesting to do a video outlining what could go wrong and if it did what would the company do?
I own a Y LR. I will buy another Y in 23. I have preordert a Ct. I would inmediatly take Tesla Insurance.
Rob, no comment on the volume of trading (220 million shares, incl. after hours, is apprx. double the average daily volume!)?
Naked Tesla Daily. Whoohoo!
(just kidding, Rob!)