Tesla Daily: Tesla News & Analysis · Rob Maurer

First Cybertruck Reviews, Tesla Energy, Incentives, China Sales, Ford EVs (12.04.23)

·21 min·1 clip

Rob Bauer starts by coming back to the Cybertruck after the unveil. He notes that the first reviews are now coming in over the last few days. He also opens with the stock move. Tesla is down 1.4 percent on the day, closing at $235.58, while the Nasdaq is down about 0.8 percent. That frames the bigger point. He treats Tesla events as moments that can create post-event risk if expectations run ahead of the details. In this case, he thinks the market has made it through the first stretch without a major break from the pre-event price. He reads that as a constructive sign. The first review material stays on practical details. Rob points to comments about visibility, especially forward visibility and the rear camera setup that can stay visible on the touchscreen. He also brings up ride quality. One reviewer says the truck rides like a dream. Winter use comes up next. Rob repeats the claim that Tesla says the door actuator can break through about an inch of ice, while noting another interview put the figure closer to half an inch. He treats that as a useful detail for cold weather buyers. Housekeeping is one of the first negatives. The stainless steel body is expected to be hard to keep clean because of fingerprints and similar marks. Rob suggests that concern will matter more to some owners than others. Sharp edges are another point of caution. He notes that reviewers flagged them as something to watch so people do not get caught on the bodywork. Even so, he puts those issues below the main positives. He then shifts to the broader industry implication. One reviewer said Tesla sent a how to engineer a 48-volt vehicle PDF to every other auto CEO and supplier. Rob treats that as a sign that the Cybertruck could influence the rest of the industry. He recalls the historical jump from 6 volts to 12 volts as the kind of transition Tesla may be trying to speed up again. The episode does not stay on the truck alone. It widens out into a few other news items before coming back to the macro calendar. The delivery stays in his usual watchful style. Figures come first, then the assumption behind them, then the caveat, then the inference. That rhythm keeps the segment moving even when the docket gets crowded. Near the end, he looks ahead to the coming week's economic calendar. CPI and PPI are on deck in the middle of the week. The next FOMC meeting is also coming up. He does not expect another rate increase. What matters more, in his view, is the language and Powell's remarks. The episode closes with a reminder that the week ahead will probably matter more than the one just finished.

As heard by us

A brisk Tesla update that keeps the Cybertruck reaction and the macro calendar in view.

Rob Bauer uses the early Cybertruck reaction as a way into the real question: what it says about Tesla's price and range. The episode is strongest when it stays there.

Read the full review in PlayNext →

Why you'd press play

You want the first Cybertruck reviews and the market reaction, without the hype blur.

Read the full recommendation in PlayNext →

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