Tesla Beats Q1 Deliveries & Production! + Q&A on TSLA Stock, Full Year Outlook, & More
发布时间 2021-04-02 22:37:17 来源
摘要
➤ Tesla has announced Q1 delivery and production numbers, join Rob Maurer for live reaction and analysis, followed by a Q&A about TSLA stock, annual outlook, earnings expectations, and more.
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283
Timestamps:
00:00 Delivery & production report
04:23 Q1 Deliveries vs production and prior quarter inventory draw
07:17 Production capacity and full-year outlook
12:19 Thoughts on stock price?
15:17 Earnings and margin
21:30 Potential for an AI Day?
22:50 Bitcoin and regulatory credits
23:40 Good jobs report possible boost for Tesla
23:57 Q2 delivery expectations
30:58 Future software and energy margins?
37:58 FSD Beta and deferred revenue
39:25 Update on Rob's car!
40:03 Model S and X sales
42:17 Quick delivery and production recap
43:10 Current vs previous days of inventory
49:28 FSD buy vs subscription
52:32 1M vehicle production/deliveries in 2021?
57:40 More factory announcements this year?
59:00 Is Tesla Daily sponsored by Tesla?
59:34 Is Tesla buying more Bitcoin?
1:03:13 Giga Press and production in Berlin and Texas
1:04:41 Thoughts on free cash flow
1:06:58 More Giga Press
1:10:53 Possibility for Tesla wireless charging?
1:13:52 Tesla snake chargers
1:14:45 Rob's Cybertruck order
1:15:54 Hedging against inflation
1:18:22 Environmental impact of Bitcoin
1:19:55 Feature-complete FSD in 2021 + Robotaxis in 22/23?
1:25:55 Final thoughts
Thanks to Chef Val for assistance with timestamps.
#Tesla #TSLA #Investing
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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