Tesla Daily: Tesla News & Analysis
Highland Production, Lease Pricing, Employer Rankings, API, Auto Prices (10.12.23)
Oct 13, 2023
The podcast discusses topics like Tesla production, lease pricing, employer rankings, API documentation, wage increases at Giga Berlin, SEC complaint, market data from KBB, Ford's comments on UAW actions, Kia's EV9 EPA ranges, and Starlink's shipping company agreement.
13:42
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Quick takeaways
- Tesla's production of updated Highland Model 3 vehicles in China remained strong in September, indicating a smooth transition for future updates and potential expansion at other factories.
- Tesla's reduced lease pricing and publication of fleet API documentation open up business opportunities and further app development.
Deep dives
Project Highland Model 3 Production Update
In September, Tesla produced 18,104 updated Highland Model 3 vehicles in China, showing a production rate of 4,200 vehicles per week. This is only a 15% decline compared to August, despite the Model 3 updates. The production ramp-up is encouraging for sales, margins, and revenue in Q4. It also suggests a smooth transition for future Model Y updates and potential updates at other factories.
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