Wild Tesla Bot Update, Tax Credit Changes, Autopilot Resolution, Musk’s University (12.13.23)
Dec 14, 2023
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Topics include Tesla's robot technology, FOMC meeting, EV tax credits, Tesla charger installations, Giga Mexico approval, Cybertruck reviews, NHTSA investigation resolution, and Elon Musk's school in Texas.
The recent FOMC meeting suggests a higher probability of interest rate cuts due to slowed economic activity.
The hardware update for the Tesla bot showcases significant progress, highlighting improved capabilities and potential value in the future.
Deep dives
Key Points on FOMC Meeting and Rate Changes
The podcast discusses the recent FOMC meeting statement and the implications for interest rate changes. The statement suggests that economic activity has slowed, increasing the likelihood of rate cuts. The dot plot projections also indicate a drop in rate expectations for 2024 and 2025. These changes in rate expectations have led to an increase in the probability of a rate cut by March 2022.
Tesla Bot Update and Hardware Demonstration
The podcast covers a new hardware update for the Tesla bot. The demonstration showcases the improved capabilities of the bot, including actuation on the neck and more lifelike hand movements. The video also highlights the bot's improved walk speed and touch capacity, as well as the potential use of LED indicators on the bot. The progress made in the hardware development of the Tesla bot is seen as significant and underscores its potential value in the future.
Updates on EV Tax Credits and Tesla-Specific Incentives
The podcast provides updates on EV tax credits and their impact on Tesla. The federal $7,500 EV tax credit will end for certain models of the Tesla Model 3 after December 31st. However, Tesla is offering new incentives in partnership with Uber, providing up to $3,000 off for Uber drivers purchasing a new Tesla vehicle. Additionally, there is speculation that Tesla may make changes to the Model 3 lineup and battery materials to maximize the tax credit benefits.
➤ FOMC meeting and interest rate expectations ➤ November PPI report ➤ Tesla releases bot updated video ➤ Model 3 tax credit expectations updated ➤ Uber / Tesla announce incentive program ➤ Best Western hotels plan to install Tesla chargers ➤ Giga Mexico approved by federal environment ministry ➤ More Cybertrucks at Giga Texas ➤ Carwow reviews Cybertruck ➤ Tesla resolves NHTSA investigation with OTA update ➤ Plans for Elon Musk school released
X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283
Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
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