China Deliveries Begin, Q4 Delivery Estimates, Leaked Elon Email, Panasonic Comments on Battery Production (12.30.19)

- Tesla begins made-in-China Model 3 deliveries with special handover event at Gigafactory Shanghai - Discussing Q4 delivery estimates with a new note from Cowen out today, as well as FactSet consensus estimates and likelihood of a beat or miss - Tesla reportedly informs some customers they will be unable to take delivery before end-of-year - Leaked Elon Musk email discusses TSLA stock price - Panasonic executive comments on Gigafactory 1 production - Car & Driver gives an unfortunate update on their long-term Model 3 test Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives