Tesla Daily: Tesla News & Analysis Industry Demand Commentary, New UAW Target, BYD Earnings (10.30.23)
Oct 31, 2023
Topics discussed include TSLA stock fall after Panasonic earnings, UAW agreements with Stellantis and GM, semiconductor company warning of auto demand softening, BYD's record profits, Motor Trend's Highland suspension upgrades, Europe EV update, Cybertruck frunk, potential new seats for Model S, Hyundai's price cut for Ioniq 6, and Toyota's manual EV transmission development.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Panasonic's Production Reduction and Optimizing Fixed Costs
04:22 • 4min
Potential Impact on Tesla and Non-Union OEMs, Semiconductor Company's Disappointing Results, and Comments on a Reduction in Demand
08:38 • 2min
EV Demand Analysis, BYD Earnings, Highland Model 3 Suspension Review
10:57 • 2min
Update on European investigation into Chinese imported EVs, sighting of Cybertruck frunk, discovery of sport seat for Model S, price reduction of Hyundai Ionic six, and Toyota's development of a manual transmission for EV cars
13:10 • 4min