Tesla Daily: Tesla News & Analysis · Rob Maurer

Wild Tesla Bot Update, Tax Credit Changes, Autopilot Resolution, Musk’s University (12.13.23)

·28 min·1 clip

Elon just unveiled a new Tesla Bot that's drastically more human-like and capable than the previous version.

Rob Mauer opens on a busy Tesla day. He starts with the Bot update, then moves through the FOMC statement, Tesla's stock action, the recall headline, and the tax-credit changes that are being read as a lineup issue as much as a policy issue. The market reaction gets a quick read. Tesla closes up 1 percent at $239.29, but the stock trails the NASDAQ, and the afternoon move lines up with the FOMC release at 2 p.m. Eastern. He pauses on the Fed language. The contrast between the November and December statements comes down to the shift from activity expanding at a strong pace to growth slowing from that pace, which he treats as the key wording change. That sets up the Tesla discussion. He says the Bot update is arriving quickly after the last one, with a lot of progress from Tesla. He then turns to the recall. The headline is a recall, but the practical form is an over-the-air software update, and he notes that the details deserve attention. Tax credits take the longest stretch. He walks through how Tesla's pages are being interpreted, and he notes that the company may need to reshape the Model 3 lineup after Highland to keep the credit story coherent. Without some adjustment, a Model Y could end up cheaper than a Model 3, which makes the sales mix awkward. He points out that the Performance trim would still likely be eligible because of its battery setup. The uncertainty is not fully resolved. The Model Y page suggests reductions after December 31, while the Model 3 details are more explicit about ending the credit for the long-range and rear-wheel-drive versions. He also flags the 4680 Model Y as an example of how eligibility can change in practice. The final topic is the university project. He says it looks close to happening, with 50 students already lined up for the next year and scholarship support mentioned for all of them. He closes by saying he'll keep an eye on it and will see listeners the next day.

As heard by us

Tesla's lineup math, policy shifts, and market reaction all land in one brisk pass.

Tesla Daily spends the hour on policy, product timing, and the market's reaction, with Tesla front and center throughout. The tax-credit thread is the strongest one: Rob Mauer works through Highland, Model 3 positioning, and the language on the Model Y page to sort out who still…

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You want the Tesla policy and lineup math behind today's market move.

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