Latest on Tesla’s Production, Semiconductor Supply, Jaguar’s Misleading EV Plans + SpaceX Updates (02.26.21)
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Description
➤ Latest information on Tesla’s production halt
➤ More news on automotive semiconductor supply issues
➤ Morgan Stanley’s Adam Jonas talks Tesla on CNBC
➤ Jaguar shares more details on EV plans at investor day
➤ SpaceX updates and upcoming news
Twitter: https://www.twitter.com/teslapodcast
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Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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Rob Maurer shares a number of personal announcements.
FPG: https://firstprinciples.group
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Published 01/17/24
Published 01/17/24
➤ Initial impressions from first non-employee Cybertruck owner
➤ PPI comes in lower than expected
➤ Point-of-sale EV credit implementation
➤ Model Y 7-seat price increase
➤ Price cuts in China
➤ Piper Sandler note on TSLA
➤ New voice-assist features added in China
➤ Covered vehicles...
Published 01/13/24
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