New Model Y, Cybertruck Details, Semi Insights, Lawsuit, Ford, Rivian (10.03.23)
Oct 4, 2023
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Jay Leno, host of Jay Leno's Garage, discusses new details on the Cybertruck interior and Tesla Semi on his show. Tesla releases the RWD Model Y in the US, argues lawyer compensation for a lawsuit, and Ford cancels F-150 Lightning dealer orders. Also, updates on Rivian deliveries and Elon Musk speaking at IAC Shareloft.
Tesla introduced a new rear-wheel drive Model Y in the US at a lower price point, filling the vacancy left by the removal of the 4680 all-wheel drive version.
Insights on Tesla Semi's production progress, including approximately 60 to 70 vehicles made so far and focus on compatibility with existing fleets.
Deep dives
Updates on Tesla's Model Y and Cybertruck
In this podcast episode, several updates on Tesla's Model Y and Cybertruck are discussed. The stock performance of Tesla is reviewed, with a 2% decline today but still performing well overall. The Model Y in China has been updated to include changes from the updated Model 3, such as a new dash look and updated arrow wheel caps. In the United States, Tesla introduced a new rear-wheel drive Model Y at a lower price point, filling the vacancy left by the removal of the 4680 all-wheel drive version. The impact on Tesla's financials and margins is discussed, and insights on battery type and eligibility for federal EV tax credits are provided.
Insights on the Tesla Semi
The podcast episode also provides insightful information on the Tesla Semi. The production progress of the Tesla Semi is discussed, with approximately 60 to 70 vehicles made so far. Pricing details are not disclosed, but the fuel savings and payback period compared to diesel trucks are mentioned. The performance specifications, including horsepower, charging capabilities, and regenerative braking, are highlighted. Other details, such as the possibility of a sleeper cab in the future and the focus on compatibility with existing fleets, are also covered.
Updates on Other EV Trucks and Legal Matters
Lastly, the podcast touches on updates related to other electric truck manufacturers. The F-150 Lightning dealer stock orders have been canceled for additional quality checks, while Ford has also announced a new trim called the "F-150 Lightning Flash." Rivian's Q3 production and delivery numbers are provided, surpassing analyst expectations, and their guidance for the year is reiterated. Additionally, details on Elon Musk's participation at the International Astronautical Congress and winning the 2023 IAF World Space Award are mentioned.
➤ New details on Cybertruck interior and other updates ➤ Tesla releases RWD Model Y in US ➤ Tesla Semi on Jay Leno’s Garage: https://youtu.be/LMKySYs-hCg ➤ Tesla argues lawyer compensation relating to lawsuit ➤ Ford cancels some dealer orders for F-150 Lightning, announces new trim ➤ Rivian Q3 deliveries ➤ Musk to speak at IAC
Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283
Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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