Tesla Daily: Tesla News & Analysis
Musk Discussion with Cathie Wood, Cybertruck Orders, 4680 Production, Toyota, Ford (12.21.23)
Dec 22, 2023
Financial analyst Cathie Wood joins the podcast to discuss Elon Musk and his recent conversation on X Spaces. They also talk about Cybertruck orders, 4680 battery production, Toyota's safety test rigging, and Ford dealerships declining EV updates.
17:06
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Quick takeaways
- Elon Musk discussed Tesla's past funding secured saga and highlighted their leadership in real-world AI.
- Tesla's current battery production rate is sufficient for Cybertruck production, despite reports claiming it as a constraint.
Deep dives
Elon Musk's Discussion with Kathy Wood
Elon Musk discussed various topics in an hour and a half discussion with Kathy Wood of ARK Invest. He touched on Tesla's past funding secured saga, highlighting why they opted not to go private. They also talked about AI, with Elon reiterating that Tesla is the leader in real-world AI due to their data collection set and capabilities. The discussion also delved into NHTSA, with Elon expressing respect for the enforcement division and their sensible approach to safety statistics. He noted that there are disagreements, citing the example of full stops at stop signs as a point of contention.
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