Tesla Daily: Tesla News & Analysis · Rob Maurer

“Normal” Cybertruck Deliveries Begin, Reuters Investigation, Wiper Update, Compensation (12.20.23)

·18 min

Rob Bauer opens by checking Tesla's share price and the broader market tone. The stock ends down 3.9% at $247.14. He notes that the slide picks up after noon. The Nasdaq softens around the same time. He does not pin it on any one cause. Instead, he treats it as a weak day that Tesla shares in. The first major item is the Cybertruck. A video from the Test Bros channel shows what appears to be a first normal delivery to customers. He identifies the recipients as Zach and Ella. The delivery matters because it comes only about three weeks after the first delivery event. That points to the rollout moving beyond ceremonial handoffs. Bauer then shifts to Reuters. He says the investigation deserves a close read. His view is that the reporting leans hard into sensational framing. He argues that frequent failures are exactly the kind of thing Tesla tracks and tries to improve over time. He points out that a large company with millions of vehicles on the road will naturally collect many customer complaints. He also notes that the article itself says a large share of the highlighted parts were replaced under warranty. That detail matters to his interpretation. It weakens the suggestion that Tesla simply leaves owners on the hook. He keeps coming back to the idea that the automotive business includes failures and repairs. Toward the end, he touches on auto wiper updates and says they would be good to see. He also flags a few other items to keep an eye on later in the week. He finishes with a quick look ahead, including a Starship static-fire test that marks progress toward the next orbital test flight.

As heard by us

A brisk Tesla briefing that turns headlines into operational context.

Rob Bauer begins with a difficult market day for Tesla, then moves into the first signs that Cybertruck deliveries are reaching regular customers beyond the launch event.

Read the full review in PlayNext →

Why you'd press play

You want a no-spin Tesla check-in with Cybertruck delivery news and a Reuters investigation in the mix.

Read the full recommendation in PlayNext →

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