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Gary Black and Alexandra Merz join me to discuss Tesla’s Q4 production and delivery report, its upcoming earnings, the latest happenings with Elon Musk, and whatever else comes up.
Alexandra’s Twitter
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I worked at Tesla starting in July of 2017 as an Operations Analyst out of the Bethlehem, PA distribution center facility and left as a Program Manager based out of Austin, TX as of September 2021. I spent most of my time in the distribution and supply chain organizations.
Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies based out of Easton, PA. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.
My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla.
If you like this content I would greatly appreciate your likes and shares!
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Timestamps:
00:00:00 Introduction
00:00:25 Q4 Production and Delivery report reaction
00:13:05 Tesla Investor Day 3/1
00:24:08 IRA Tax Credit impact to US Tesla demand
00:35:05 Guidance from Tesla Management
00:45:30 Europe, China, and US demand concerns – real?
00:56:45 Tom Zhu as head of Tesla Automotive
01:06:18 Gary Black on Tesla Energy
01:18:54 Community Q&A
