Tesla Daily: Tesla News & Analysis
Rob Maurer
Tesla Daily is a podcast covering all things Tesla, Inc., published every weekday. News on Tesla Motors, Tesla Energy, Tesla Solar, and Tesla Network is discussed in a concise and consistent manner, making it easy to stay up-to-date on the latest from Tesla. Dedicated to keeping investors and customers well-informed, Tesla Daily host Rob Maurer provides analysis and opinions on Tesla as a company, TSLA stock, and the future of the many industries Tesla competes in. Additionally, Tesla Daily covers major news from Elon Musk's SpaceX, Neuralink, and The Boring Company.
The End (01.16.24)
Rob Maurer shares a number of personal announcements. FPG: https://firstprinciples.group Thank you: https://youtu.be/zs3i4w3tsRg Patreon: https://www.patreon.com/tesladailypodcast PayPal: https://paypal.me/tesladaily Venmo: @RobMaurer Bitcoin address: 3N3f9WxrpHbX3N3j5Me8i7UyC4ErbViPQi Ethereum address: 0x5E9CC4C16c68178Dd926A67d9948170f31785918 X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke E
Cybertruck Non-Employee Impressions, Tesla Cuts China Prices, Point-of-Sale Credit (01.12.24)
➤ Initial impressions from first non-employee Cybertruck owner ➤ PPI comes in lower than expected ➤ Point-of-sale EV credit implementation ➤ Model Y 7-seat price increase ➤ Price cuts in China ➤ Piper Sandler note on TSLA ➤ New voice-assist features added in China ➤ Covered vehicles spotted by drone ➤ New FSD Beta version ships to employees ➤ Rivian publishes impact report ➤ SpaceX posts company update ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreo
Hertz Cuts Back Tesla Fleet, Giga Berlin Production Pause, Cybertruck Deliveries (01.11.24)
➤ Hertz announces plans to sell significant portion of EV fleet ➤ CPI report slightly higher than expected ➤ Tesla reportedly plans temporary Giga Berlin pause ➤ Non-employee Cybertruck orders receive VINs, delivery may be scheduled ➤ Tesla reportedly informs workers of pay increases ➤ Tesla announces Megapack commissioning in Hawaii ➤ Model 3 Highland begins to appear in stores ➤ Minor Dojo update ➤ Toyota exec comments on solid-state batteries ➤ Lucid announces production and deliveries X: htt
New Model 3 Launches in US, Delivery Timelines Extend (01.10.24)
➤ The Model 3 Highland has arrived in North America ➤ Delivery wait times extend after initial estimates ➤ Report on possible India factory ➤ More inventory data ➤ Update on Cummins settlement ➤ SpaceX completes direct to cell test X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria K
New Video Stifles WSJ Musk Report, China Sales, Giga Mexico, Advertising Cybertruck, Honda(01.09.24)
➤ New video posted by SpaceX offers evidence relating to a Wall St. Journal report on Elon Musk ➤ New China sales data ➤ Giga Mexico report ➤ Model 3 Highland briefly appears on Tesla US site ➤ Advertising discussion ➤ Honda announces Series 0 EVs X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive produc
Auto Sales May Be Hiding Bigger Picture + FSD Beta v12, Cybertruck Promo (01.08.24)
➤ New US auto data gives insight on market conditions ➤ Model Y moves into top 5 US vehicle sales position ➤ European sales breakdown ➤ FSD Beta v12.1 impressions ➤ WSJ report on Elon Musk ➤ Tesla posts new Cybertruck promo video ➤ Model Y RWD speaker count reduced ➤ Firmware hints at new updates ➤ Highland release rumor ➤ Tesla forms Spain holding company ➤ VW to implement ChatGPT ➤ SpaceX company update X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https
Lower Range Estimates, Samsung Integration, Argus Says TSLA Among Top Picks (01.05.24)
➤ Tesla reduces EPA range estimates due to new interpretations guidance ➤ Argus selects TSLA stock amongst top picks for 2024 ➤ Tesla changes Model Y paint options in North America ➤ Samsung announces Tesla API integration ➤ IF Metall suggests strike resolution ➤ Pharrell Williams spotted in Cybertruck ➤ Autopilot update rolls out in China ➤ Musk teases new products ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladaily
4680 Battery Rumors, Cybertruck Range Test, Sales Updates, Rivian, Ford (01.04.24)
➤ 4680 battery progress rumors ➤ Real-world Cybertruck range test ➤ Senators send letter to automakers ➤ More Highland sightings at Fremont ➤ China port activity ➤ Germany, Denmark sales ➤ Musk comments on X Space ➤ Rivian Q4 sales ➤ Ford Q4 sales ➤ Mobileye announces inventory buildup X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive p
New Cybertruck Details, Highland Updates, China Records, EV Credits (01.03.24)
➤ New Cybertruck details from early owners ➤ Jefferies increases TSLA price target ➤ Data confirms Q4 records in China ➤ BYD electric vehicle deliveries pass Tesla in Q4 ➤ Correcting a Bloomberg report ➤ Some Tesla vehicles stuck on ship ➤ Highland Model 3s spotted at Fremont ➤ EV tax credit updates for 2024 ➤ Ford bumps F-150 Lightning price up ➤ Cybertruck crash report ➤ FSD Beta v12.1 impressions ➤ Optimus engineer comments on progress ➤ Musk comments on Tesla valuation, plans to hold company
Q4-23 Delivery and Production Report (01.02.24)
➤ Tesla has released record Q4-23 delivery and production numbers X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer i
FSD v12 Progress, Q4 Records, Upgrades, Public Relations (12.28.23)
➤ FSD Beta v12 expands to large number of Tesla employees ➤ Tesla poised for record quarter in China ➤ Q4 delivery and production report soon ➤ Report on plans for Model Y upgrade in China ➤ Comments regarding Tesla’s plans in India ➤ Report on Tesla’s FSD hardware ➤ Uber may leverage Tesla for Japanese fleet ➤ More Cybertruck orders, crashed Cybertruck ➤ Heatmap poll ➤ Tesla does more PR ➤ Xiaomi unveils first EV ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.sharelof
Energy’s Next Phase, Cybertruck Wrap, Union Efforts, PCE, Calendar (12.22.23)
➤ Tesla’s Megafactory project in Shanghai moves forward ➤ PCE report increases rate cut expectations ➤ More Cybertrucks at Giga Texas ➤ First aftermarket wrap for Cybertruck ➤ Tesla adds software feature in China ➤ Another over-the-air recall ➤ Updates on Swedish union efforts ➤ Cummins to pay $1.7B in emissions penalty agreement X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert4728
Musk Discussion with Cathie Wood, Cybertruck Orders, 4680 Production, Toyota, Ford (12.21.23)
➤ Elon Musk joined Cathie Wood of ARK Invest on X Spaces ➤ Wedbush raises TSLA price target ➤ Cybertruck correction ➤ More Cybertruck order invitations ➤ Reuters reports on 4680 batteries for Cybertruck ➤ Model Y actually sets new record in Denmark ➤ Toyota subsidiary rigs safety tests, pauses production ➤ Some Ford dealerships decline EV updates X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https:/
“Normal” Cybertruck Deliveries Begin, Reuters Investigation, Wiper Update, Compensation (12.20.23)
➤ Cybertruck deliveries expand beyond event/employee deliveries ➤ More Cybertrucks at Giga Texas ➤ Italian designer praises Cybertruck design ➤ Tesla auto-wipers receive update ➤ Tesla offers more financing options ➤ “Reuters Investigation” into Tesla service ➤ Tesla reportedly adjusts bonus compensation ➤ Tesla tops net inflows chart ➤ Waymo shares safety update ➤ Cathie Wood to host discussion with Elon Musk ➤ SpaceX completes static fire test X: https://www.twitter.com/teslapodcast Shareloft
Major Charging Updates, Strong China Sales, Factory News, Accident Rates (12.19.23)
➤ Major updates on NACS and Tesla charging efforts ➤ Tesla opens more Cybertruck order invitations ➤ China sales surge ➤ Interesting new job postings ➤ Giga Mexico updates ➤ Tesla to increase pay at Giga Nevada ➤ New study on accident rates ➤ Audi tempers EV plans X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro
Hidden Cybertruck Features, More Orders, Vision Park Assist, Incentive Updates (12.18.23)
➤ New Cybertruck details from Jay Leno’s Garage and Munro Live ➤ Tesla expands Cybertruck order invites, then pauses ➤ Vision park assist begins rolling out ➤ Tesla hides Disney+ from Theater in some cars ➤ LA sanitation department takes delivery of Tesla fleet ➤ Germany suddenly cuts EV credit ➤ Canada to announce EV credit structure ➤ NHTSA chair steps down ➤ European Commission opens assessment of X Leno: https://youtu.be/BGDOKD7ZZqI Munro: https://youtu.be/GFgGnhRZarY X: https://www.twitter.
Giga Mexico Funding, More Cybertrucks, Software Update (12.15.23)
➤ New infrastructure funding announced for Giga Mexico ➤ Analyst notes ➤ Largest number of Cybertrucks spotted at Giga Texas ➤ New software updates begin rolling out ➤ SAE to finalize NACS standard ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer
Cybertruck Parts Catalog Details, India Update, Autopilot Changes (12.14.23)
➤ New details on Cybertruck from Tesla’s parts catalog: https://epc.tesla.com/en-US/catalogs/2816 ➤ Rivian and AT&T announce purchase agreement ➤ Updated note from Adam Jonas ➤ Bloomberg reports on India’s consideration of EVs ➤ Tesla Bot team photo ➤ Autopilot updates clarified in release notes ➤ Cruise layoffs X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive produc
Wild Tesla Bot Update, Tax Credit Changes, Autopilot Resolution, Musk’s University (12.13.23)
➤ FOMC meeting and interest rate expectations ➤ November PPI report ➤ Tesla releases bot updated video ➤ Model 3 tax credit expectations updated ➤ Uber / Tesla announce incentive program ➤ Best Western hotels plan to install Tesla chargers ➤ Giga Mexico approved by federal environment ministry ➤ More Cybertrucks at Giga Texas ➤ Carwow reviews Cybertruck ➤ Tesla resolves NHTSA investigation with OTA update ➤ Plans for Elon Musk school released X: https://www.twitter.com/teslapodcast Shareloft: ht
PR Pushback, China Sales, Whistleblower, Cybertruck, Megapack, Panasonic (12.12.23)
➤ Tesla pushes back on Autopilot report from the Washington Post ➤ November CPI ➤ China sales updates ➤ Whistleblower adds to prior claims ➤ Early Cybertruck owner shares thoughts ➤ Tesla expands to new country ➤ Tesla shares Megapack uptime ➤ Panasonic announces Sila partnership X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive produce
Cybertruck Orders Expanded, Engineering Deep Dive, Ford to Cut F-150 Lightning Production (12.11.23)
➤ Tesla extends order invitation to more Cybertruck reservation holders ➤ Munro discusses Cybertruck with Tesla team: https://youtu.be/J5zDNaY1fvI ➤ Carwow tests Cybertruck vs. Ford F-150 Raptor R ➤ New equipment at Giga Texas ➤ FSD and AP team updates ➤ IG Metall comments on Sweden unionization efforts ➤ Musk on X ➤ Ford to cut F-150 Lightning production ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tes
New Visualizations, Bernstein, China Records, Thailand Interest, Model Y (12.08.23)
➤ Tesla teases a number of new features coming soon ➤ Bernstein calls TSLA short their best idea for 2024 ➤ Tesla China sales and production ➤ Model Y standard range sells out ➤ Tesla executives meet in Thailand ➤ Model Y becomes second best-selling car in US ➤ Tesla adds pre-qualifying finance option ➤ Cybertruck discussion from reviewers: https://youtu.be/8_aE58AMIw0 ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/teslada
Munro Cybertruck Review, Dojo Lead Departs, Piper Sandler Reiterates TSLA Confidence (12.07.23)
➤ Munro gives initial impressions of Cybertruck drive https://youtu.be/aWQpEBtZEno ➤ More details on Cybertruck referral prize ➤ Tesla’s senior director of Autopilot hardware ➤ Piper Sandler reiterates confidence in TSLA ➤ Finnish union intends to join strike ➤ Update on Sweden legal case ➤ Musk seeks Supreme Court decision on SEC settlement ➤ Tesla opens Connecticut delivery center ➤ House of Representatives passes bill pushing back on EPA X: https://www.twitter.com/teslapodcast Shareloft: http
New Cybertruck Details, China Expansion Report, Holiday Software, Union Updates (12.06.23)
➤ Tesla invites select reservation holders to complete Cybertruck orders ➤ More Cybertruck features shared ➤ Report out of China on Giga Shanghai expansion plans ➤ Unions threaten action outside of Sweden ➤ Tesla begins rolling holiday update to employees ➤ Ford expects tax credit loss on Mach E ➤ Stellantis comments on EV profitability ➤ Cruise ordered to explain actions X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodca
Musk Comments on Next-Gen Tesla, Cybertruck + China Sales Spring Ahead (12.05.23)
➤ Munro interviews Musk: https://youtu.be/ky1Z2klPalw ➤ New comments on next-gen vehicles, Cybertruck ➤ EPA publishes Cybertruck certification report ➤ China sales continue to rise ➤ Tesla adjusts tax credit language for Model 3 X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Ken
First Cybertruck Reviews, Tesla Energy, Incentives, China Sales, Ford EVs (12.04.23)
➤ First Cybertruck reviews are in after the delivery event ➤ Cybertruck compared to other EVs ➤ Tesla offer additional discount to reservation holders ➤ Massive new Tesla Energy project ➤ Supercharger v4 expansion ➤ New firmware features ➤ Tesla China sales ➤ New Cybertruck merchandise ➤ Ford reports November sales ➤ Calendar Hagerty review: https://youtu.be/L6WDq0V5oBg Hagerty podcast: https://youtu.be/NjIPEtegPt4 Top Gear review: https://youtu.be/uefydJUbRhc MKBHD review: https://youtu.be/XxOh
Initial Reaction Following Cybertruck Delivery Event (11.30.23)
➤ Rob Maurer shares his initial thoughts after the first Cybertruck deliveries X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure:
Cybertruck Leaks, Dealers Plead for EV Slow Down, China, Thailand, Cruise (11.28.23)
➤ Numerous new Cybertruck details appear in Tesla app ➤ China sales ➤ Tesla adjust pricing and incentives in China ➤ More Superchargers open to other EVs in China ➤ Tesla reportedly considering Thailand investment ➤ German EV credit may be at risk ➤ Dealers push Biden to slow down on EVs ➤ GM reportedly scaling back Cruise investment X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert
Cybertruck Week! + FSD 12, Inventory Discounts, xAI (11.27.23)
➤ Cybertruck deliveries finally begin this week ➤ FSD v12 starts to roll out to Tesla employees ➤ Reports regarding FSD in China ➤ Tesla adds more inventory discounts ➤ Tesla to consider investing in xAI ➤ Sweden moves quickly on license plate issue ➤ Model 3 Performance report ➤ Analyst note ➤ Hyundai pushes forward on EVs ➤ Volkswagen lays out cost reduction plan ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailyp
India Report, Indonesia, Pricing, China Sales, Charging, Ford (11.21.23)
➤ Tesla reportedly closing in on agreement relating to next factory ➤ Indonesia comments on investment plans ➤ Tesla raises Model Y price in China ➤ China sales update ➤ FSD update ➤ Cybertruck on display on more stores ➤ Supercharger idle fee adjustment ➤ Ford announces updated battery factory plans ➤ Binance CEO steps down ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robe
Cybertruck Hits Stores, New Details Revealed, Analyst Updates, Ads, FSD, OpenAI, SpaceX (11.20.23)
➤ Cybertrucks begin being displayed at Tesla stores ➤ New official Cybertruck specs from Tesla ➤ Battery size rumor ➤ Analyst updates from Jefferies, Piper Sandler ➤ More Tesla ads ➤ Rumors of FSD expansion ➤ Registration update in Texas ➤ Antitrust lawsuit dismissed ➤ OpenAI drama continues ➤ Cruise CEO resigns ➤ SpaceX IFT-2 X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 E
Musk Faces Backlash on Comments, Cybertruck Report, Ad Campaigns (11.17.23)
➤ Musk faces backlash by White House and others on X comments ➤ Report regarding Cybertruck delivery plans ➤ Tesla video ad campaign update ➤ Rumored continuation of China price changes ➤ Sweden strike update ➤ Firmware details ➤ OpenAI announces CEO departure ➤ Chanos shuts down hedge fund ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Je
New Video Advertisement, Campaign Manager, Musk Meeting, Amazon Car Partnership (11.16.23)
➤ Tesla starts video advertising on YouTube ➤ Tesla lists campaign manager job opening ➤ Musk meets Xi Jinping ➤ Polestar partners with Tesla in China ➤ Senator buys TSLA puts ➤ GM pauses Cruise share purchases ➤ UAW and GM contract update ➤ Amazon partners with Hyundai ➤ Lucid unveils Gravity SUV ➤ Starship launch slightly delayed Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/ro
Pricing Updates, Cybertruck Details, FSD Notes, Supercharging Partner (11.15.23)
➤ Tesla stock on a tear as markets rise ➤ New Cybertruck details ahead of delivery event ➤ Tesla partners with EG Group on Supercharger hardware ➤ Inventory discounts return on Model 3 ➤ Tesla raises prices in China ➤ China sales update ➤ Foreign ministers visit Tesla ➤ Musk comments on FSD v12 ➤ Release notes for FSD v11.4.8 ➤ Labor board ruling overturned ➤ Giga Mexico update ➤ Cruise pauses supervised rides ➤ FAA grants Starship launch license Shareloft: https://www.shareloft.com Twitter: htt
Ron Baron Teases $25k Tesla, Shows Off Cybertruck, China Supercharging Partnership (11.10.23)
➤ Ron Baron discusses $25k Tesla timeline, shows off Cybertruck at conference ➤ Tesla completes Cybertruck event drawing ➤ More Cybertrucks at Giga Texas ➤ Tesla reportedly sets up embargoed Cybertruck reviews ➤ Tesla adds SAIC-GM to Supercharger network in China ➤ US EV share rises slowly ➤ Tesla adds Supercharging incentive to referrals ➤ Giga Berlin lobby video ➤ New 16,000T giga press ➤ Elon Musk biopic in the works ➤ UAW comments ➤ Calendar ➤ Starship test flight update Shareloft: https://w
Analyst Initiation, UAW Pressure, Highland Production, Musk/Lex, SpaceX (11.09.23)
➤ TSLA stock falls after analyst initiates coverage ➤ President Biden supports efforts to unionize Tesla ➤ Highland Model 3 production for October ➤ Tesla reportedly establishes entity in Chile ➤ Elon Musk interviewed by Lex Fridman: https://youtu.be/JN3KPFbWCy8 ➤ Tesla recalls some Model S/X vehicles ➤ Tesla reportedly plans Chicago service center ➤ Polestar updates 2025 guidance ➤ VW pauses EV production again ➤ SpaceX appears to begin equipping Starship FTS Shareloft: https://www.shareloft.co
New Cybertruck Details, Tesla China & India Updates, Grok Launch (11.08.23)
➤ New details on Cybertruck, matte black version spotted ➤ New equipment arrives at Giga Texas ➤ Tesla raises 3/Y prices in China ➤ China sales updates ➤ Tesla VP shares insight on Megapack factory ➤ India considers tariff adjustments for EVs ➤ xAI launches initial version of Grok ➤ Rivian, Lucid report earnings ➤ Cruise pauses Origin production Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: ht
Giga Berlin Updates, Cybertruck Tested by Top Gear, Cruise Details (11.03.23)
➤ Elon Musk talks with employees at Giga Berlin ➤ Top Gear spotted testing Cybertruck in California ➤ EPA holds EV promo contest ➤ Cruise reportedly considering layoffs ➤ xAI initial product rollout ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive pr
Cybertruck Bed, China Sales, Megapack Stockpile (11.02.23)
➤ New video of Cybertruck bed storage ➤ Musk comments on valuation ➤ Tesla China sales ➤ Tesla expands Puerto Rico VPP ➤ Megafactory flyover shows Megapack stockpile ➤ Toyota lowers EV targets ➤ Ford US sales decline ➤ Musk joins AI summit Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer
FOMC, Tesla California Sales, China, Cybertruck, NACS, X (11.01.23)
➤ TSLA stock rises alongside market after FOMC meeting ➤ Subaru announces plans to adopt NACS ➤ Tesla increases black paint price ➤ Interesting steering in Cybertruck video ➤ Tesla sales decline quarter-over-quarter in California ➤ China insured vehicles ➤ Illinois opens EV rebate program ➤ X all-hands transcript: https://www.theverge.com/23940924/elon-musk-x-twitter-all-hands-linda-yaccarino-super-app ➤ xAI trademarks Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslap
Musk Teases “Beast Mode” Cybertruck & Other Specs (10.31.23)
➤ Musk appears on Joe Rogan’s podcast and discussed the Cybertruck, among other topics ➤ Form 4 for Drew Baglino ➤ Update on Giga Mexico permits ➤ Tesla wins Autopilot lawsuit ➤ PG&E provides update on previous Megapack fire ➤ Toyota announces additional battery investment ➤ Chevy Equinox EV pricing ➤ FAA completes safety review for Starship ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Refer
Industry Demand Commentary, New UAW Target, BYD Earnings (10.30.23)
➤ TSLA stock falls after Panasonic earnings comments ➤ UAW reaches agreements with Stellantis, GM ➤ Semiconductor company warns of softening auto demand ➤ BYD posts record profits ➤ Motor Trend details Highland suspension upgrades ➤ Europe EV update ➤ Cybertruck frunk in operation ➤ Model S may be getting new seats ➤ Hyundai cuts Ioniq 6 prices ➤ Toyota developing manual EV Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/teslada
Pricing Updates, Cybertruck Event, Cruise Expands Suspension, Dealer Profit (10.27.23)
➤ Tesla adjust Model Y prices ➤ September PCE ➤ Cybertruck delivery event raffle begins ➤ New color for S/X ➤ Highland FSD details ➤ Tesla still discussing investment with Indonesia ➤ Tesla workers in Sweden begin strike ➤ Cruise suspends all autonomous rides ➤ Waymo begins Uber integration ➤ GM / Stellantis give UAW new offers ➤ Autonation reports declining profits Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodca
BP Reaches Supercharging Agreement, Ford Delays EVs, Hertz EV Business Challenges (10.26.23)
➤ Nasdaq has worst two-day performance of the year ➤ BP to buy $100M of Supercharging hardware from Tesla ➤ Highland Model 3 deliveries start in China ➤ Firmware shows new features coming ➤ Hertz comments on Tesla’s impact on earnings miss ➤ Ford reports Q3 earnings, delays EV investment ➤ Mercedes comments on “brutal” EV market Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/rober
Denmark Record, Taxi Market, UAW Strike, EV and Battery Updates (10.25.23)
➤ Tesla hits record in Denmark with time to spare ➤ Nasdaq has worst day in 8 months ➤ Tesla added to Fortune fastest-growing companies list ➤ New York City loosens restrictions for EVs ➤ UAW strike appears to be coming to a close ➤ Honda shelves plans to develop EVs with GM ➤ LG comments on EV demand, battery plans ➤ Toyota comments on EVs ➤ Hyundai provides battery factory update ➤ LA city council hold press event about robotaxis ➤ Ford increases F-150 Lightning prices Shareloft: https://www.s
Rough Day For GM, Tesla Expansion Update, New Software Features (10.24.23)
➤ GM, Cruise share difficult updates ➤ New details on Tesla’s expansion plans ➤ Upcoming software to offer new features ➤ China insured vehicle numbers ➤ Cybertruck updates ➤ UAW actions and Stellantis comments Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive p
New Info From 10-Q, Highland Deliveries, Giga Nevada, Cybertruck, Theft, UAW (10.23.23)
➤ Tesla publishes 10-Q SEC filing with more details from Q3 ➤ Model 3 Highland deliveries begin ➤ Giga Nevada update ➤ Musk comments on advertising ➤ Data shows low theft rate for Tesla vehicles ➤ New Cybertruck videos ➤ Texas begins EV credit program ➤ V4 Supercharger internal images ➤ Governor of Neuvo Leon plans presidential campaign ➤ UAW expands strikes on Stellantis Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladail
Cybertruck Test, VIN Decoder, Price Changes, Mexico, Lawsuit, UAW (10.20.23)
➤ Tesla completes an unusual test on the Cybertruck ➤ NHSTA publishes 2024 Tesla VIN decoder, offering new insight on Cybertruck ➤ New comments on Giga Mexico ➤ Tesla adjusts US and Canada pricing, Megapack as well ➤ Ontario plans $91M of EV charging funding ➤ US Justice Department comments on Tesla lawsuit ➤ Tesla delivers one-millionth vehicle in Europe ➤ Lucid announces Gravity unveiling ➤ UAW updates ➤ VW comments ahead of earnings ➤ Calendar Shareloft: https://www.shareloft.com Twitter: htt
More Earnings Discussion, Performance Model 3, Toyota Adopts NACS (10.19.23)
➤ New details on possible performance version on Model 3 Highland ➤ Analysts react to Tesla earnings ➤ Toyota announces intent to adopt NACS ➤ Tesla battery engineer departs ➤ Earnings follow-ups Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie
Earnings Preview, BMW Adopts NACS, GM Delays (10.17.23)
YouTube link: https://youtube.com/live/HTTcNFQdhUo ➤ Expectations for Tesla’s Q3 earnings report ➤ BMW announces intent to adopt NACS ➤ GM announces delayed EV investment ➤ Model X over-the-air recall ➤ China insured vehicle numbers ➤ Lucid deliveries Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Execut
New Market, Cybertruck Side-By-Side, Highland US Release, Superchargers, Ford (10.16.23)
➤ Tesla quietly makes plans to launch in a new market ➤ Piper Sandler issues new TSLA note ➤ New photos of Cybertruck compared to other interesting vehicles ➤ Motor Trend reviews Highland Model 3 ➤ New Model Y filing in China ➤ Predictive Supercharger availability ➤ More V4 Superchargers ➤ Ford comments on strikes, reduces shifts on F-150 Lightning ➤ Cyberquad for kids available in Europe ➤ Starlink secures new partners Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslap
Volkswagen EV Orders Below Target, Cybertruck Details, Tesla Merch (10.13.23)
➤ VW comments on EV orders, targets ➤ Kia EV day ➤ 4680 battery storage video ➤ Cybertruck measurement ➤ Tesla Semi event details ➤ New referral program prize ➤ Update on Tesla fire story ➤ CATL Shanghai factory ➤ New Tesla merchandise ➤ Falcon Heavy launch ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy
Highland Production, Lease Pricing, Employer Rankings, API, Auto Prices (10.12.23)
➤ New data shows good news for Tesla production ➤ CPI data ➤ China updates ➤ Tesla lowers lease pricing ➤ Tesla publishes API documentation ➤ Universum releases global employer rankings ➤ Giga Berlin reportedly plans wage increases ➤ Report on SEC complaint ➤ Market data from KBB ➤ Ford comments on UAW actions ➤ Kia shares EV9 EPA ranges ➤ Starlink shipping company agreement Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/teslad
Major 4680 Milestone, Tesla Wraps, EV Awareness, China, Wiferion, UAW (10.11.23)
➤ Tesla announces major 4680 production milestone ➤ PPI higher than expected ➤ Tesla introduces vehicle wraps ➤ Model 3 PPF video: https://youtu.be/V_KdXVBn2O8 ➤ Survey shows low EV awareness ➤ China sales details ➤ Model 3s at port ➤ V4 Supercharger opens in Asia ➤ Tesla sells small business unit ➤ Q3 Q&A opens ➤ Idra expands customer base for gigapresses ➤ UAW suddenly extends Ford strike Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.pa
New Tesla Advertisement, Analyst Updates, Energy Project Opens (10.10.23)
➤ Tesla appears to begin new advertisement ➤ Analyst updates ➤ New Tesla energy storage project ➤ Tesla comments on Giga Berlin conditions ➤ China insured vehicle numbers ➤ More V4 Supercharger installations ➤ Unifor and GM reach tentative agreement ➤ Toyota and LG announce battery agreement ➤ Renault plans investor day for EV business Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.l
EV Credit News, Tesla Price Changes, Cybertruck Updates, Brand Loyalty (10.09.23)
➤ IRS and Treasury Department issue EV credit guidance ➤ Tesla lowers prices, changes other incentives ➤ Tesla livestreams Cybertruck in Mexico ➤ Cybertruck castings at Giga Texas ➤ China sales update ➤ Tesla comments on lithium refinery ➤ V4 Supercharger installations begin in US ➤ S&P publishes automotive brand loyalty data ➤ Union updates Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https:
SEC Seeks Court Order, Hyundai-Kia Joins NACS, Giga Mexico, Tesla Semi, Calendar (10.05.23)
➤ SEC seeks court order against Elon Musk ➤ Tesla granted CT order ➤ Hyundai-Kia joins NACS ➤ Germany sales update ➤ Giga Mexico reports ➤ Updated Model Y photos ➤ Tesla increases Semi hiring ➤ Cybertruck sightings ➤ GM CTO reportedly exiting ➤ Lucid releases new opening-price version ➤ Musk comments at IAC ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Exec
Cybertruck Rumors, US Auto Sales, Giga Nevada, Model 3, Referral Program (10.04.23)
➤ New Cybertruck rumors following test-drive ➤ Automakers report US sales for Q3 ➤ Tesla reportedly finalizes Giga Nevada expansion plans ➤ Model 3 fulfillment for Canada reverts to Fremont ➤ Updated Model 3 teased in Hong Kong ➤ Tesla adds FSD to referral program ➤ Safety feature update ➤ Kia plans EV Day ➤ Rivian plans capital raise Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la
New Model Y, Cybertruck Details, Semi Insights, Lawsuit, Ford, Rivian (10.03.23)
➤ New details on Cybertruck interior and other updates ➤ Tesla releases RWD Model Y in US ➤ Tesla Semi on Jay Leno’s Garage: https://youtu.be/LMKySYs-hCg ➤ Tesla argues lawyer compensation relating to lawsuit ➤ Ford cancels some dealer orders for F-150 Lightning, announces new trim ➤ Rivian Q3 deliveries ➤ Musk to speak at IAC Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert4
Q3 Delivery & Production Report Reaction (10.02.23)
➤ Tesla has released Q3-23 delivery and production numbers Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is
Q3 Delivery & Production Expectations (09.29.23)
➤ Rob Maurer discusses what to expect ahead of Tesla’s Q3 delivery and production report ➤ UAW expands strike ➤ Texas update ➤ Tesla hosts Installer Day ➤ PCE comes in light Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive produ
Cybertruck Launch Team, Semi Hits Mileage Record, Piper Sandler, EEOC Lawsuit (09.28.23)
➤ Tesla begins prepping “Launch Team” for Cybertruck ➤ Cybertruck and Rivian R1S spotted side by side ➤ Tesla Semi hits daily mileage record ➤ Highland Model 3 updates ➤ Piper Sandler note ➤ Tesla breaks ground on diner ➤ EEOC sues Tesla: https://www.cnbc.com/2023/09/28/eeoc-sues-tesla-alleging-widespread-racist-harassment-of-black-workers.html ➤ X approaching profitability ➤ Honda shares more details on new EV Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast P
Casting Confusion, Level 3 Autonomy, Texas, Highland, Megapack Fire, Hyundai-Kia (09.27.23)
➤ Mercedes releases level 3 driving ➤ Adam Jonas note ➤ Confusing report on Tesla casting ➤ Giga Texas updates ➤ Tesla VP on Highland Model 3: https://x.com/xiaoteshushu/status/1706882025481966017?s=20 ➤ Megapack fire in Australia ➤ V4 Supercharger installation manual: https://x.com/MarcoRPi2/status/1706768319825506584?s=20 ➤ Tesla sends solar marketing emails ➤ FSD trial extended for HW4 vehicles ➤ Musk comments on Tesla sales chart ➤ Kia announces EV9 starting price ➤ Hyundai-Kia recalls 3M+ v
Point of No Return? + China Sales, Giga Texas, FSD, UAW (09.26.23)
➤ Automakers face difficult decisions in new environment ➤ China insured vehicle numbers ➤ Giga Texas updates ➤ New FSD Beta version begins rollout ➤ Tesla adjusts Supercharging prices in Canada ➤ Powerwall 2 price reduction ➤ EU to evaluate EV subsidies ➤ President Biden visits UAW rally Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Ex
Major Optimus Update, Giga Texas, Cybertruck, VPP, Ford, Starlink (09.25.23)
➤ Tesla releases Optimus Tesla bot update ➤ Giga Texas employees return ➤ Cybertruck updates ➤ Musk meets with president of Hungary ➤ Tesla expands VPP to San Diego ➤ Canadian autoworkers reach agreement with Ford ➤ Ford pauses battery factory plans ➤ Starlink crosses subscriber milestone Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Ex
Musk Comments on Performance Cybertruck, Giga Texas Growth Plans, UAW Strike Expands (09.22.23)
➤ Elon Musk comments on performance version of Tesla Cybertruck ➤ Nasdaq has worst week in six months ➤ Tesla outlines Giga Texas growth plans ➤ Giga Berlin credited for state economic growth ➤ Giga Mexico update ➤ Tesla engineers detail vehicle audio systems ➤ Interesting new Supercharger opening ➤ UAW expands strike, comments leak Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/r
Potential Customers Appear Uninformed, India, Thailand, Model 3, 4680, CATL (09.21.23)
➤ New survey indicates knowledge gap on EV affordability, experience ➤ Jaguar announces intent to adopt NACS ➤ Tesla reportedly discussing energy storage factory with India ➤ Elon Musk meets with PM of Thailand ➤ Model 3 Performance update ➤ New Cybertruck wrap ➤ Giga Texas update ➤ 4680 rumor ➤ Musk comments on GPU cluster ➤ CATL awarded energy storage contracts in Australia Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesla
Cybertruck “Very Safe”, FSD Coming Soon Says Ellison + Fed Bumps Rate Outlook (09.20.23)
➤ Oracle’s Larry Ellison comments on Cybertruck project and FSD timeline ➤ FOMC holds rates but increases forecast ➤ Tesla adds new referral program reward ➤ Service centers prep for Cybertruck ➤ Lawyers ask for hundreds of millions in settlement ➤ Tesla partners with bank to provide low rate financing in Australia ➤ New Starlink dish approved by FCC Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referra
China Sales, Texas, Patent, Megapack, Legal Reports, UAW (09.19.23)
➤ Updated insured vehicle numbers in China ➤ Texas production discussion ➤ New patent published: https://image-ppubs.uspto.gov/dirsearch-public/print/downloadPdf/11764432 ➤ Model X wait times extended ➤ Megapack timelapse ➤ Shareholder lawsuit update ➤ Wall St. Journal reports on government investigations ➤ Toyota demos casting prototype ➤ UAW update ➤ Neuralink opens trial recruitment Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreo
Major Production Milestone, Dojo Report, Musk Meetings, Hertz (09.18.23)
➤ Tesla produces 5 millionth vehicle just months after hitting 4 million ➤ Goldman Sachs lowers TSLA estimates ➤ Report on Tesla’s Dojo plans ➤ Musk meets with prime minister of Israel and president of Turkey ➤ Tesla and Hertz add app access ➤ Insight from Deutsche Bank note ➤ California sues oil companies ➤ SpaceX countersues DOJ ➤ The Boring Company to host demo day Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypod
Next-Level Casting Plans, Vehicle Updates, Autobidder, UAW Strike (09.14.23)
➤ Tesla reportedly developing next level casting for new vehicle platform ➤ Giga Mexico report ➤ Cybertruck delivery info ➤ Tesla removes 4680 Model Y ➤ Updated Model 3s spotted at port ➤ Tesla exec shares Autobidder profit details ➤ Tesla adds new referral program award ➤ UAW begins strike ➤ PPI / Calendar ➤ Isaacson interview: https://youtu.be/eXonrPDVesc Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla
Interview: The Real Story of Elon Musk with Walter Isaacson (09.14.23)
➤ Walter Isaacson joins Rob Maurer to discuss the biography of Elon Musk ➤ Link to book: https://amzn.to/3Zivgxu Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro
Supercharging Award, Policy Updates, Powerwall 3, Baron, UBS, Semi (09.13.23)
➤ Tesla to receive significant funding for charging in Europe ➤ Ron Baron discusses Tesla on CNBC ➤ UBS increases price target ➤ CPI higher than expected ➤ EU / India evaluate EV policies ➤ Tesla adds Powerwall 3 to website ➤ Additional details on updated Model 3 ➤ More Tesla Semi data ➤ Details from Musk biography ➤ Musk attends AI summit Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://
New Tesla Semi Data Just Released, Giga Mexico Report, China Sales (09.12.23)
➤ New data on Tesla Semi ➤ https://results-2023.runonless.com/truck/?day=1&depot=pepsico&truck=pepsi_tesla1&units=imperial ➤ Tesla reportedly plans to increase Giga Mexico investment ➤ China insured vehicle numbers ➤ US vehicle registration data ➤ Tesla crosses Supercharger milestone ➤ More insight on Robotaxi concept ➤ Ron Baron to be on CNBC Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: htt
Robotaxi Concept, Morgan Stanley Upgrade, FSD 12, China Production (09.11.23)
➤ First look at Tesla’s concept for a robotaxi ➤ Morgan Stanley upgrades TSLA stock ➤ New details on FSD 12 ➤ China production for August ➤ Giga press photo ➤ Semi production rumor ➤ Tesla promotional video at baseball game ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer And
Next-Gen Plans, Powerwall 3, Highland, China Sales, Auto Show (09.08.23)
➤ Details on Musk’s plans for Tesla’s next-gen vehicles: https://www.axios.com/2023/09/08/walter-isaacson-elon-musk-book-excerpt ➤ Tesla begins Powerwall 3 installations ➤ Parking lot full of updated Model 3s ➤ China sales update ➤ Detroit Auto Show news ➤ FSD visualization ➤ Cybertruck pair spotted ➤ Tesla vehicle family photo ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://
Charging Announcements, Wait Times, Referral Program, Megapack, UAW (09.07.23)
➤ Tesla and Hilton announce charging partnership ➤ Honda announces intent to join NACS ➤ Model X wait times extended, referral rewards reduced ➤ Cybertruck delivery event invitation removed from referral program ➤ Highland updates ➤ FSD visualization news ➤ Megapack numbers growing at Fremont ➤ UAW comments on GM contract offer Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert
China Production Update, Giga Texas, Giga Mexico, Auto Show, AI Plans (09.06.23)
➤ Tesla announces Giga Shanghai production milestone ➤ Highland production rumors ➤ Giga Texas updates ➤ Giga Mexico report ➤ Tesla to participate in Detroit auto show ➤ Excerpt discusses Musk’s AI plans ➤ Tesla increases price of steering yoke ➤ Tesla China partners with McDonald’s ➤ Canada report ➤ SpaceX reportedly loaned funds to Musk Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://t
Coming Soon Label Dropped from FSD, China Sales, Highland Updates, NEVI Funds (09.05.23)
➤ Tesla has dropped the coming soon qualifier on FSD in the design studio ➤ Updates on China sales, wait times ➤ More news on Tesla’s updated Model 3 ➤ Tesla comments on upcoming China Megafactory ➤ Europe surpasses 2022 sales ➤ Tesla opens Giga Berlin shuttle ➤ Update on NEVI funding awards Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke
Model S/X and FSD Price Cuts, Highland Updates, Cybertruck Frunk (09.01.23)
➤ Tesla significantly reduces prices on Model S/X ➤ Tesla lowers price of FSD ➤ Cybertruck frunk photo ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro
New Tesla Model 3 Arrives - What We Know So Far (08.31.23)
➤ Tesla has released the brand new “Project Highland” Model 3 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer
Training Capability, Highland, Battery Research, Supercharging, Rivian (08.30.23)
➤ Details on Tesla’s massive progress this week ➤ GDP / PCE report ➤ Highland update ➤ Dahn Research Group talks Tesla partnership: https://electricautonomy.ca/2023/08/29/tesla-jeff-dahn-group-battery-research/ ➤ Tesla opens more Superchargers in Australia ➤ DOJ, SEC reportedly investigate Tesla ➤ Rivian announces dual-motor range Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/ro
TSLA Recovers, Excellent China Sales, NHTSA’s Special Request (08.29.23)
➤ Tesla stock continues strong run ➤ Market reacts as new economic data is published ➤ Excellent China sales numbers ➤ Project Highland possibly spotted in Europe ➤ Hardware 4 vehicles begin to receive FSD Beta ➤ NHTSA sends special request to Tesla regarding FSD ➤ Tesla plans to add X app to cars ➤ Musk invited to Senator’s AI panel ➤ Megapack pricing discussion ➤ China gasoline usage may have peaked Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: htt
FSD Beta v12 Demo, Training Capacity, Hardware 4, Megapack, Lithium (08.28.23)
➤ Elon Musk livestreams Tesla’s FSD Beta v12 ➤ Tesla compute capacity updates ➤ Hardware 4 information ➤ Highland / Cybertruck updates ➤ Tesla lithium refinery progress ➤ Megapack price reduction ➤ Piper Sandler issues note on TSLA ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive pr
India Path Becomes Clearer, FSD Beta, Highland, Giga Mexico, UAW Authorizes Strike (08.25.23)
➤ Tesla’s path to sales in India may be clearer as India considers material change to EVs ➤ Fed Chair Powell speaks ➤ Musk comments on FSD Beta ➤ FSD Beta 11.4.7 starts customer release ➤ Supercharger updates ➤ Highland rumor ➤ Tesla leads innovation survey ➤ Giga Mexico drone videos: https://youtu.be/CxUm6OXlErI ➤ UAW members authorize strike ➤ SpaceX completes static fire test Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/te
New Cybertruck Features, FSD Updates, NHTSA Comments, DOJ Sues SpaceX (08.24.23)
➤ New features spotted in Cybertruck photos ➤ Rear brake lights video ➤ Delivery event rumor ➤ FSD Beta 11.4.7 release notes ➤ FSD Beta v12 update ➤ NHTSA comments on Tesla investigation ➤ Tesla received drive-in theater / restaurant approval ➤ Folsom police force adds Teslas ➤ Ford unveils matte black F-150 Lightning ➤ Department of Justice sues SpaceX Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Refe
Cybertruck Delivery Teaser, Production Candidate, Giga Berlin, Texas VPP (08.23.23)
➤ Tesla Cybertruck production candidate driven by Elon Musk ➤ NVDA reports strong earnings ➤ Giga Berlin production report ➤ Texas approves Tesla VPP ➤ FSD branch merge ➤ Starship prepares for second orbital test flight Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Ex
Energy Leader, Solar, Highland, China Sales, Satisfaction, Texas, Canada (08.22.23)
➤ Tesla is quietly leading in an under-appreciated market ➤ Tesla reportedly switches up solar strategy ➤ Possible Highland sightings in China ➤ China insured vehicle numbers ➤ Tesla scores highly in customer satisfaction survey ➤ Tesla leases massive space in Texas ➤ Canada and Tesla conversations released ➤ New Yorker publishes article on Elon Musk ➤ Northvolt announces funding Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/t
Big Ideas, NACS, Highland, Cybertruck, India, Malaysia, UAW, Cruise (08.21.23)
➤ Tesla stock has best day in months after being added to “best ideas” list ➤ Honda announces intent to adopt NACS ➤ Highland updates ➤ Cybertruck filming spotted ➤ India reports ➤ Malaysian Prime Minister comments on Tesla ➤ Tesla adds Siri support ➤ UAW comments ahead of contract ending ➤ Cruise ordered to reduce vehicle operations ➤ Calendar ➤ Tesla Daily turns six Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypod
Life-Saving AEB, Cybertruck, Highland, Japan, Solar Roof, Lamborghini (08.18.23)
➤ Tesla automatic braking avoids disaster ➤ Even more Cybertrucks spotted ➤ Highland rumors ➤ Tesla seeks test drivers in Japan ➤ Judge rejects Solar Roof settlement ➤ Model S Plaid Nürburgring record falls ➤ Lamborghini introduces first EV: Lanzador ➤ Ford announces Mustang GTD Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive pr
Thoughts on TSLA's 25% Drop, Cybertruck, Highland Updates, Rental Business (08.17.23)
➤ TSLA stock is down 25% over the last month ➤ Musk arrives in Japan ➤ Cybertrucks arrive in Fremont ➤ Bloomberg reports on Project Highland ➤ Design studio confusion ➤ Tesla alludes to rental business in job listing ➤ V4 Supercharger installations continue ➤ JD Power publishes charging survey results ➤ Core Lithium announces Tesla notice ➤ Ford teases Mustang announcement Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladai
Cybertrucks in Transport, Texas NACS, China Discounting, Fremont, SpaceX (08.16.23)
➤ Multiple Tesla Cybertrucks spotted in transport ➤ Cybertruck pulls tight u-turn ➤ Texas approves plan to require NACS ➤ Tesla discounts inventory S/X in China ➤ Highland rumors ➤ Fremont construction ➤ FSD v12 teaser ➤ New York City proposes plan to cut fleet emissions ➤ Tesla/SpaceX assist Hawaii ➤ Starship approaches second test flight ➤ Tesla adds new merch ➤ CATL announces new LFP battery ➤ Jaguar to discontinue I-Pace Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/t
NEVI Funding, Charging Updates, China Sales, FSD, Data Centers (08.15.23)
➤ Tesla adds new charging product to shop ➤ Some states announce National Electric Vehicle Infrastructure funding awards ➤ China insured vehicle numbers ➤ Fisker to adopt NACS ➤ Rivian CEO comments on NACS ➤ Reports on FSD efforts in China ➤ Tesla seeks data center lead for end-to-end design Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke
New Model S/X Trims, China Pricing, Production, Cybertruck (08.14.23)
➤ Tesla releases standard range Model S and Model X ➤ Tesla cuts prices on some vehicles in China ➤ July China production ➤ Cybertruck sightings Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executiv
Giga Mexico Updates, Megapack, NACS, UAW Demands, X (08.10.23)
➤ Progress report on Giga Mexico ➤ New Gigafactory hire ➤ CPI ➤ Megapack sightings ➤ Volex licenses NACS ➤ NHTSA investigates Tesla crash ➤ UAW negotiations report ➤ Illinois brings back EV credit ➤ X CEO Linda Yaccarino discusses X on CNBC ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Execut
New Tesla Hire, Crazy Escalade EV, Highland, Energy Updates, ESG (08.09.23)
➤ Tesla hires new lead for Giga Nevada expansion ➤ More insight on EnergyHub partnership ➤ New Highland rumors ➤ Cybertruck update ➤ S&P drops ESG from credit ratings ➤ New Tesla merchandise ➤ Tesla promotional efforts ➤ GM discusses EV problems ➤ GM unveils Cadillac Escalade IQ Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive pr
China Sales, Third Party Apps, Energy, Rivian Earnings, Calendar (08.08.23)
➤ Rivian reports Q2 earnings ➤ Tesla China insured vehicle numbers ➤ Tesla China July sales ➤ Third party apps begin receiving official API access ➤ Tesla partners with VPP provider ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Ch
CFO Steps Down, Musk Comments, Semi Insights, Superchargers, CATL, Lucid (08.07.23)
➤ Zach Kirkhorn steps down as Tesla’s CFO ➤ PepsiCo discusses experience with Tesla Semi so far ➤ New look at Cybertruck frunk ➤ Tesla adds V4 Superchargers at Giga Berlin ➤ CATL sets date for product announcement ➤ Lucid reports earnings ➤ Neuralink raises $280M Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher
Highland Rumors, China Sales, Fremont Tent, GM’s Struggles on Display (08.03.23)
➤ A number of new rumors circulate regarding Tesla Highland production ➤ Apple, Amazon report earnings ➤ China wholesale sales ➤ Fremont tent permit ➤ Tesla advertising update ➤ Cybertruck photos ➤ GM’s pricing with Blazer EV suggests deeper struggles Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Execu
FSD Beta’s “Final Piece”, Powerwall Install Speed, India Lease, Rivian (08.02.23)
➤ Elon Musk comments on “final piece” for FSD Beta ➤ US debt downgraded ➤ Tesla demonstrates reduction in Powerwall installation speed ➤ Tesla reportedly leases office space in India ➤ New LA service center ➤ Model 3 wait times ➤ Tesla / Rivian lawsuit ➤ ai.com Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cheras
Semi Charging Route, China Insured, NHTSA, Fremont, Software Update, F-150 (08.01.23)
➤ Tesla seeks federal funds for major Tesla Semi charging route ➤ Weekly China insured vehicle numbers ➤ NHTSA open preliminary evaluation into Tesla steering complaints ➤ Tesla files permit for Fremont ➤ Software update features ➤ Ford restarts F-150 Lightning production Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer
Dealership Profits Begin Decline, Tesla Leaves Little Room for GM, Exxon Looks to Supply Tesla (07.31.23)
➤ Dealership profits start to decline after inventory shortages ➤ GM announces start of production on Chevy Blazer EV ➤ Mazda discontinues MX-30 sales in US ➤ Exxon reportedly in supplier discussions with Tesla ➤ Uber Japan to add dedicated Tesla request option ➤ Tampa announces Tesla transportation service ➤ Cybertruck videos ➤ Ukrainian Powerwall deliveries Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesl
Fremont Production, PCE, Fuel Economy, Giga Texas, India, Supercharging, Ford (07.28.23)
➤ Tesla appears to resume production at Fremont after short downtime ➤ PCE comes in below expectations ➤ Safety response at Giga Texas ➤ Cybertruck line video ➤ NHTSA outlines fuel economy standards proposal ➤ Tesla reportedly continues talks with India ➤ V4 Supercharger installations continue ➤ Tesla updates website, adds demo drives to referral program ➤ Ford talks hybrids ➤ SpaceX to attempt Falcon Heavy launch: https://www.youtube.com/live/5ixbPMe6684 Shareloft: https://www.shareloft.com Twi
Model 3 Owner Survey, Reuters Special Report, FSD v12, Highland, Ford Earnings (07.27.23)
➤ Bloomberg publishes results of Model 3 owners survey ➤ Musk tests FSD Beta v12 ➤ Project Highland sightings ➤ California attorney general investigation ➤ Reuters special report on Tesla range ➤ Ford beats earnings, lowers EV guidance Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer An
Stellantis CEO Pokes at Tesla, Automakers Attempt Charging Coalition, Volkswagen Partners with XPENG (07.26.23)
➤ Stellantis CEO comments on Tesla's operating margin decline ➤ FOMC meeting ➤ Automakers form US charging company ➤ Tesla acquisition details ➤ Giga Texas expansion ➤ VW partners with XPENG ➤ Waymo refocuses business plan Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent
Top Brand in California, Supercharger V4 Details, FSD Beta 11.4.6 (07.25.23)
➤ Tesla overtakes Toyota to become the best-selling brand in California ➤ New insured vehicle numbers ➤ V4 Supercharger details ➤ New Tesla Semi charger ➤ Tesla starts FSD Beta 11.4.6 rollout ➤ Cybertruck updates ➤ Energy project expansion ➤ GM to continue producing Bolt EV ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Execu
New Details From Tesla Earnings + India, Cybertruck, X (07.24.23)
➤ New details from Tesla’s 10-Q quarterly filing ➤ Calendar ➤ UBS downgrades TSLA stock ➤ India discussions continue ➤ New Cybertruck photos / video ➤ Twitter begins to rebrand to X Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Execut
Giga Berlin Expansion Plans, New Cybertruck Wrap, Software Update, Extended Financing (07.20.23)
➤ Giga Berlin expansion plans: https://www.uvp-verbund.de/trefferanzeige?docuuid=250677b6-a8f4-4850-a126-7d3ff82103ba ➤ Expansion details: https://twitter.com/tobilindh/status/1681427020302143488 ➤ New Cybertruck wrap spotted ➤ Tesla begins rolling out software update ➤ Tesla extends financing options in the US ➤ SpaceX gets closer to another test flight ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodca
Q2 Earnings Call Takeaways & Analysis (07.19.23)
➤ Join Rob Maurer for live reaction to Tesla's Q2 2023 earnings call ➤ Reaction to shareholder letter: https://youtube.com/live/XoZNcLijT1g Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive pro
TSLA Earnings Preview Q2-23 (07.18.23)
➤ Rob Maurer discusses expectations for Tesla’s Q2-23 earnings report ➤ YouTube version: https://youtube.com/live/fRMAXdXuDrw ➤ Earnings context: https://youtu.be/CUwDiyJFov0 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive pr
Cybertruck Production Begins, Ford Reacts, Tesla Board Settles (07.17.23)
➤ Tesla announces completion of first Cybertruck at Giga Texas ➤ Analysts increase price targets ➤ Ford cuts F-150 Lightning prices ➤ Tesla Semis spotted ➤ Tesla board settles shareholder lawsuit ➤ Senator Warren urges for SEC investigation ➤ Giga Berlin updates ➤ Tesla steps up promotional activities ➤ More V4 Supercharger photos ➤ Hyundai comments on charging plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodc
Musk Updates on Tesla / xAI, FSD Updates, Cybertruck Frame, India, Malaysia (07.14.23)
➤ Musk elaborates on relationship between Tesla and xAI, comments on FSD and Dojo ➤ New Cybertruck body-in-white ➤ Panasonic reportedly in discussions with India ➤ Musk meets with Malaysian prime minister ➤ FSD Beta update ➤ Supercharger v4 ➤ Model Y Korea ➤ Volkswagen CEO comments ➤ BYD factory proposal Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive produc
Big India Plans, PPI, Cybertruck, EV Registrations, Brand, Twitter (07.13.23)
➤ Tesla reportedly presents ambitious plans in India ➤ PPI comes in lower than expected ➤ Cybertruck charging teaser ➤ Report on Model Y registration growth ➤ Tesla tops all brands in Autotrader desirability report ➤ xAI Twitter space scheduled ➤ Musk keynote ➤ Twitter business model change Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke
xAI Launches, Cybertruck Bodies, Production Details, Tax Credits, Voting, Lucid(07.12.23)
➤ Elon Musk unveils new company: xAI ➤ June CPI ➤ China production ➤ Giga Berlin plans to be published ➤ Tesla expects tax credit reduction ➤ New Jersey continues EV credits ➤ Customizable wiper controls added ➤ Solar Roof lawsuit settled ➤ Q2 Q&A open: https://app.saytechnologies.com/tesla-2023-q2 ➤ Q3 Supercharger voting opened: https://www.tesla.com/supercharger-voting ➤ UAW prepares to kick off negotiations ➤ Lucid announces Q2 deliveries Shareloft: https://www.shareloft.com Twitter: https
Toyota’s Baffling Plans Continue, Tesla Electric Progressing, China Numbers (07.11.23)
➤ Tesla looks to expand Tesla Electric plans abroad ➤ China insured vehicle numbers ➤ Toyota discusses strange plans ➤ Massive Supercharger in Arizona ➤ Cybertruck continues testing ➤ WSJ report on glass incident ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Ken
Giga Mexico, China Record, Tesla Bot, Texas, Cybertruck, Catching Up (07.10.23)
➤ Update on Giga Mexico’s progress from Nuevo León’s governor ➤ Nasdaq 100 rebalancing impact ➤ Tesla sets quarterly sales record in China ➤ Tesla reportedly lays off battery employees at Giga Shanghai ➤ Automakers briefly sign pricing pledge in China ➤ Tesla Bot hiring at Giga Nevada ➤ Giga Texas production possibly paused ➤ Cybertruck testing videos ➤ Tesla Malaysia updates ➤ Tesla changes base color ➤ FSD Beta 11.4.5 starts employee rollout ➤ Hardware 4 computer ➤ NACS updates ➤ Rivian sales
Q2-23 Delivery and Production Report (07.02.23)
➤ Analyzing Tesla’s record Q2 delivery and production numbers ➤ Schedule update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Musi
Major Charging Developments, China Sales Record, Stellantis, Ads (06.27.23)
➤ Volvo agrees to adopt NACS ➤ SAE fast tracks standardization of NACS ➤ Tesla sets record in China ➤ Tesla brand loyalty shows strength ➤ Chargepoint readies NACS ➤ Stellantis announces charging efforts ➤ Tesla ads Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Exec
Goldman Downgrade, Cybertruck Details, Giga Mexico Rumor, Project Highland, Calendar (06.26.23)
➤ TSLA stock downgraded by Goldman Sachs ➤ Deutsche Bank increases delivery estimates ➤ New Cybertruck details ➤ Highland rumors ➤ Giga Mexico report ➤ Spain may be out of factory race ➤ Tesla appears to dip toes into ads ➤ Musk comments on FSD ➤ Starship static fire ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive pro
Cybertruck Production Closing In, Tesla Supercharging Scores Again, Acquisition (06.23.23)
➤ New looks at Cybertruck production processes ➤ Tesla updates Cybertruck reservation page ➤ New Cybertruck patent ➤ Ron Baron expects TSLA to double ➤ Acquisition update ➤ Another state pushes for NACS ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executiv
Highland Rumors, Jonas Downgrade, Cybertruck, China, Initial Quality, Ford Loan (06.22.23)
➤ Rumors on Tesla’s Model 3 refresh ➤ Morgan Stanley downgrades TSLA stock ➤ Cybertrucks spotted in pairs ➤ China extends NEV purchase tax exemption ➤ Musk comments on Dojo, auto wipers, and smart summon ➤ Tesla scores poorly in initial quality survey ➤ Ford conditionally approved for DOE loan Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Coo
Major Dojo Updates, India, Possible Acquisition, NACS, Texas, Rivian (06.21.23)
➤ Tesla subtly drops huge news on AI targets ➤ Barclays downgrades TSLA stock ➤ Musk comments after meeting with Indian prime minister ➤ Tesla reportedly makes stealth acquisition ➤ Texas to require NACS for funding ➤ Giga Texas expansion ➤ Tesla Energy paying off in Texas ➤ Tesla tops most-American car index ➤ Rivian R2 details Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/rober
Rivian Joins NACS, Huge Tesla Energy Project, Musk Meetings Continue, FSD Beta, China (06.20.23)
➤ Rivian announces plans to implement NACS ➤ Hyundai comments on NACS ➤ Huge energy storage project in Australia ➤ Musk to meet with India prime minister ➤ Tesla likely to invest in France: https://twitter.com/dvorahfr/status/1671194004153675777?s=20 ➤ Cybertruck reportedly arrives in New Zealand ➤ Tesla Semi update ➤ FSD Beta 11.4.4 release notes ➤ “Elon Mode” ➤ China insured vehicle data ➤ Inventory discounts ➤ Steer by wire patent ➤ Toyota working hard Shareloft: https://www.shareloft.com Twi
4680 Milestone, Berlin Tour, China Reports, Powerwall, Semi, Musk Interviews (06.16.23)
➤ Tesla announces 4680 battery production milestone ➤ UBS tours Giga Berlin ➤ China expansion reports ➤ New motor rumor ➤ Powerwall rebates ➤ VPP update ➤ Semi recall ➤ Musk interviews in France ➤ Calendar update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive
Incentives, Italy, Giga Berlin Production, Energy, Dealerships (06.15.23)
➤ Elon Musk meets with Italian prime minister ➤ Analysts update price targets ➤ Tesla adds free Supercharging incentive to Model 3 ➤ Giga Berlin production reports ➤ Drew Baglino comments on VPP plans ➤ Florida establishes new dealership laws ➤ Tesla bumps price of wall connector Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive p
Semi Ramp Delayed, Musk Comments on Charging, Toyota Hopes We Forgot (06.13.23)
➤ Elon Musk comments on Tesla Semi ramp and opening up the charging network at EEI conference ➤ CPI mostly in line with expectations ➤ Hardware 4 radar confirmed again ➤ Stellantis comments on NACS ➤ Toyota shares update on EV plans ➤ Polestar announces Polestar 2 pricing ➤ Waymo expands in San Fransisco ➤ Musk comments on Starship timeline ➤ Discussing battery swapping: https://youtu.be/lm0aOfc-wAc?t=289 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon:
GM Shares Tesla Deal Details, TSLA Record Streak, Highland Rumors, Mexico, Nio (06.12.23)
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Streak Continues as Charging Dominoes Fall, China Record, Highland Sighting (06.09.23)
➤ TSLA stock ties record streak ➤ Analyst updates ➤ Charging companies start to adopt NACS ➤ White House comments on charging subsidies ➤ Project Highland apparently spotted in China ➤ New record sales in China for 3-month period ➤ FSD Beta 11.4.3 starts to roll out ➤ Tesla signs new lease in Fremont ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive p
GM Joins Charging Standard, Factory Rumors, Cybertruck, Supply Chain, Ford (06.08.23)
➤ GM announces plan to adopt NACS, access Tesla’s Supercharger network ➤ TSLA stock streak continues ➤ Analyst initiates buy rating ➤ Tesla rumored to have interest in Spain factory ➤ Cybertruck production plans, timeline report ➤ Tesla recruits China suppliers for Mexico ➤ Ford scales back Mach-E plans in China Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive
TSLA Stock on Historic Run + Tesla Talks With Mongolia / India (06.07.23)
➤ Tesla stock continues historic run ➤ Canada raises interest rates ➤ Musk meets with Mongolian Prime Minister ➤ Report on Tesla and India ➤ New Tesla Energy project ➤ SolarCity lawsuit ruling ➤ Waymo accident ➤ Volvo unveils new EV Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro E
Additional EV Credits Dropped, Strong Tesla China Numbers, Project Highland Sighting (06.06.23)
➤ Plans to include EVs in biofuel credit system reportedly dropped ➤ China insured vehicle numbers ➤ Project Highland sighting ➤ LR Model 3 in inventory ➤ Intel to sell some Mobileye shares ➤ GM reveals Proxima prototype Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent E
Ford CEO Explains Tesla's Dominance, China Sales, Shanghai Security, FSD, Referrals, Panasonic (06.05.23)
➤ Ford CEO Jim Farley explains Tesla’s huge lead ➤ Citi, Piper Sandler analyst notes ➤ China May sales ➤ Giga Shanghai increases security ➤ GM CEO Mary Barra discusses EVs ➤ Musk comments on FSD licensing ➤ FSD testing rumors ➤ Tesla adds referral incentives ➤ Panasonic to expand at Giga Nevada ➤ EV credit update ➤ Tesla sets record at Nürburgring ➤ Twitter updates ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesla
Model 3 Credit, China Purchase Tax, Cybertruck Castings, GM/Stellantis (06.02.23)
➤ Tesla just updated tax credit information for the Model 3 ➤ China to extend EV purchase tax exemption ➤ Cybertruck castings seem to appear at Giga Texas ➤ GM / Stellantis comment on fuel economy penalties ➤ Tesla Track Pack: https://youtu.be/K7j3NP8dWMY Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Ex
Global Auto Rankings, Shanghai, Inventory, Pricing, India, Norway, BYD (06.01.23)
➤ Tesla rated as number one global automaker in ICCT research report ➤ Tesla publishes conflict minerals report ➤ Elon Musk returns from China ➤ Tesla adjusts inventory discounts as some levels increase ➤ Report on Tesla and India discussions ➤ Model Y dominates Norway market ➤ Giga Texas satellite view ➤ BYD delivers strong sales in May Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts
Project Highland, Tesla Energy, Hardware 4, Musk Interview, Lucid (05.31.23)
➤ Tesla reportedly plans early glimpse of updated Model 3 during Musk visit to China ➤ Musk continues meeting with government officials ➤ Tesla to supply massive energy storage project in Arizona ➤ Hardware 4 insight ➤ Musk interview with The Babylon Bee ➤ Lucid to raise more capital Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive produ
Musk Visits China, Tesla Seeks AI Talent, FSD Beta 11.4.2, NHTSA, Colorado Credit (05.30.23)
➤ Elon Musk lands in Beijing for visit ➤ Tesla SEC filings ➤ Insured vehicle data ➤ Tesla wins lawsuit ➤ FSD Beta 11.4.2 released ➤ Tesla lists job for large language models ➤ Tesla Electric promotion ➤ Ford to send all EV customers NACS adapter ➤ NHTSA closes one Tesla investigation ➤ Colorado updates EV credit ➤ Tesla celebrates Giga Berlin ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Refe
Massive Partnership, Hardware 4, Cybertruck Interior, Model Y, Data Leak, Neuralink (05.25.23)
➤ Jim Farley and Elon Musk announce major partnership between Ford and Tesla ➤ FSD Hardware 4 starts to roll out to more vehicles ➤ FSD Beta appears internationally ➤ Cybertruck interior photo ➤ Model Y reportedly becomes best-selling car in the world ➤ Report on leaked Tesla safety data ➤ Giga Berlin update ➤ Neuralink receives approval for human trials Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Ref
New State EV Credit, TSLA Option Exercise, NVDA Skyrockets, Tesla Berlin Event? (05.24.23)
➤ Nvidia rockets after earnings beat, strong guidance ➤ DeSantis Twitter space crashes ➤ Tom Zhu exercises TSLA options ➤ New state adds EV credit ➤ More insight on brand ranking ➤ EV mileage comparison published ➤ Giga Berlin sets up for a possible event Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Ex
Musk Teases Another New Gigafactory, Tesla Brand Drops, FSD Expansion (05.23.23)
➤ Elon Musk teases new factory in interview with The Wall Street Journal, among other topics ➤ Tesla brand reputation sharply declines in Harris poll ➤ New insured vehicle data from China ➤ Tesla broadens FSD Beta availability in US ➤ Judge dismisses lawsuit against Musk ➤ Tesla cleaning: https://tinyurl.com/2re2x233 ➤ Waymo and Uber announce partnership Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Ref
Musk Receives Vote of Confidence, Ford Plans for ICE Growth, Escalade EV Announced (05.22.23)
➤ Musk performs well in shareholder vote, favorable in Harris poll ➤ Tesla adds commission pay structure in Europe ➤ New BYD battery charge performance ➤ Ford discusses ICE, EV plans in capital markets day ➤ GM announces plans for all-electric Cadillac Escalade ➤ Cruise hits milestone ➤ SpaceX completes crewed launch ➤ The Boring Company update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: htt
Analyst Encouraged After Tesla Tour, Factory Updates, Chevy Silverado EV (05.19.23)
➤ Deutsche Bank issues analyst note after Shareholder Meeting, factory tour ➤ Tesla Asia publishes promotional video ➤ Tesla applies for China expansion ➤ More reporting on Tesla and India ➤ GM updates range on Chevy Silverado EV ➤ Munro tears down Hummer ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke E
FSD vs. Waymo, Ford Raises Prices 4x on Blue Cruise, Toyota Continues Toyota-ing (05.18.23)
➤ Tesla FSD Beta goes head-to-head with Waymo in Arizona: https://youtu.be/Hv9HtWUf27s ➤ Ford dramatically raises prices on Blue Cruise driver assist ➤ Senators push for mandatory radio ➤ More Tesla and India reporting ➤ Tesla brand loyalty ➤ Roadster acceleration teaser ➤ Cyberquad news ➤ Toyota spreads doubt on EVs ➤ Walter Isaacson’s biography on Elon Musk ready for release Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesl
Shareholder Meeting, Advertising, Musk Interview, India Factory, Reliability (05.17.23)
➤ Tesla shareholder meeting reaction ➤ Musk says Tesla will try advertising ➤ Tesla bot update ➤ CNBC’s David Faber interviews Musk ➤ Cybertruck towing ➤ Reuters reports Tesla has proposed factory in India ➤ Tesla receives strong reliability score ➤ IDRA receives Giga Press order from legacy OEM ➤ Correction on California market share Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la
CEO Drama, Tesla Sales & Production, FSD 11.4.1, Shareholder Meeting (05.15.23)
➤ Tesla Daily is back! ➤ Elon Musk appoints new Twitter CEO ➤ Tesla set for shareholder meeting ➤ Tesla Y price increases, sales, wait times, production ➤ Right-hand drive S/X cancelled ➤ FSD 11.4.1 ➤ Highland rumors ➤ Tesla breaks ground on lithium refinery ➤ Giga Texas hit production milestone ➤ Musk meets with Samsung, Macron ➤ Tesla adds vehicles to referral program ➤ Panasonic 4680 delays ➤ BYD cuts price on Seal ➤ Starlink hits user milestone Shareloft: https://www.shareloft.com Twitter: h
Strong Start to Q2 in China, Cybertruck Supplier, Price Changes, Feedback (05.05.23)
➤ Tesla sales in China show strong start to second quarter ➤ Zach Kirkhorn files Form 144 ➤ Calendar preview ➤ Tesla increases S/X prices internationally ➤ Tesla looks for feedback on what to improve ➤ Midnight Cherry Model Y teaser Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/
New Berlin Model Y, Europe Sales, Semi, Track Package, Ford Call, Waymo (05.04.23)
➤ Tesla reportedly begins production of new Model Y configuration at Giga Berlin ➤ April sales in Europe ➤ Tesla Semi to participate in trucking event ➤ Tesla announces Model S Plaid Track Package ➤ Ford comments on pricing, costs, and strategy on earnings call ➤ Waymo doubles coverage area in Phoenix Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Je
Model 3 LR Returns, FOMC Meeting, Lithium Lab, Megapack, UAW, Boring Co (05.03.23)
➤ Tesla adds Model 3 Long Range back to US design studio after nearly a year long hiatus ➤ Fed raises rates, hints at potential pause ➤ Tesla files application for “Lithium Lab” ➤ IDRA expands casting equipment ➤ UAW withholds Biden endorsement ➤ The Boring Company receives expansion approval in Las Vegas Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive produce
Hyper Growth, Price Increases, Solar Developments, New Facility, Roadster, Ford (05.02.23)
➤ Tesla leadership in Europe reportedly discusses growth plans ➤ Tesla raises prices in the US and China ➤ Extended financing options added in some markets ➤ Housing development in Florida partners with Tesla for solar ➤ Tesla signs lease for new facility in Washington ➤ Unused original Roadsters discovered in China ➤ Ford announces Mach-E updates, reports Q1 earnings Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypod
Potter Price Target, Ford's Advice, Cybertruck, Regional Updates, Factories, FSD, Settlement (05.01.23)
➤ Alex Potter of Piper Sandler cuts TSLA price target ➤ Ford CEO Jim Farley shares some advice with Tesla ➤ New Cybertruck photos ➤ Ram truck design contest shows interesting trend ➤ Shanghai Model 3 may be heading to Canada ➤ Tesla not taking S/X orders in more right-hand drive countries ➤ Tesla offering discounted financing on Model Y in Germany ➤ Reports of Shanghai factory production break ➤ Fremont factory applications ➤ The Boring Company looks to implement Tesla safety features ➤ Musk com
AEB Updates, Cruise Safety Report, Model Y, China, Calendar (04.28.23)
➤ Tesla adds new safety features in over-the-air software update ➤ First Republic reportedly headed into FDIC receivership ➤ PCE report for March ➤ Cruise publishes crash data for first 1M driverless miles ➤ Model Y 7-seat option price change ➤ Tesla updates scope of business in China ➤ Mr. Money Mustache orders a Tesla ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/rob
BYD Reports Sequential Declines, Lawsuit, EV Interest, Australia, South Korea, Mobileye (04.27.23)
➤ BYD reports sequential decline in revenue and earnings following Tesla price cuts ➤ Musk’s lawyers raise fakes as concern in court case ➤ CarMax releases report on EV interest ➤ Tesla removes ordering option for S/X in Australia ➤ More discussion on a possible South Korea factory ➤ Mobileye drops on reduced guidance ➤ SpaceX updates Nasa on next Starship timeline Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcas
Musk Meets With South Korea, Senate Leader + Inventory, Cybertruck, Enphase (04.26.23)
➤ Elon Musk meets with South Korean president to discuss Tesla factory ➤ Musk meets with Senate majority leader Chuck Schumer ➤ Jefferies downgrades TSLA stock ➤ Tesla inventory discussion ➤ Enphase gives weak guidance in solar industry ➤ New Cybertruck sighting in California ➤ Honda comments on EV market ➤ BYD comments on autonomous driving Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https:
Impact Report, Shareholder Meeting, China Insured, Supercharging, Semi, GM (04.25.23)
➤ New insight from Tesla’s latest Impact Report ➤ Full report: https://www.tesla.com/ns_videos/2022-tesla-impact-report.pdf ➤ Highlight report: https://www.tesla.com/ns_videos/2022-tesla-impact-report-highlights.pdf ➤ Tesla begins sending out shareholder meeting invites ➤ Weekly China insured vehicle numbers ➤ Tesla reportedly begins opening Superchargers in China ➤ Tesla Semi update ➤ FSD Beta comments ➤ GM plans to end Chevy Bolt production Shareloft: https://www.shareloft.com Twitter: https:
10-Q Disclosures, S/X Price Increase, Canada Model Y, EV Market Share, Giga NY, Sentiment (04.24.23)
➤ Disclosures from Tesla’s 10-Q filing ➤ Calendar preview ➤ Tesla increases S/X prices and adds Supercharger incentive ➤ Tesla adds new Model Y configuration in Canada ➤ Reports on Tesla’s EV market share in California ➤ EV market share episode: https://youtu.be/z5EkpVR2Ark ➤ Update on Giga New York ➤ Morgan Stanley survey demonstrates sentiment Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: h
Q1-23 Earnings Discussion (04.20.23)
➤ Rob Maurer walks through the most important items from Tesla’s Q1 earnings report ➤ Clarifying foreign exchange impact ➤ Analysts update price targets after earnings ➤ ARK publishes new TSLA model ➤ Tesla mobile app update ➤ EV tax credit updates ➤ Starship’s first fully integrated test flight Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy C
TSLA Earnings Preview Q1-23 (04.18.23)
➤ Rob Maurer walks through forecasts and what to expect for Tesla’s Q1-2023 earnings report Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer Joh
FSD v11.4 Release Notes, Giga Mexico, Tax Credit, Model 3 RWD, Pricing, Starship (04.17.23)
➤ FSD Beta v11.4 release notes leak with some significant updates ➤ Earnings week ➤ Giga Mexico timeline updates ➤ EV tax credit changes are published ➤ Model 3 Long Range RWD returns ➤ Tesla pricing comparison by country ➤ Renault comments on Tesla price cuts ➤ Tesla shares Megpack-powered Supercharger ➤ Huawei discusses vehicle castings ➤ Volkswagen shares ID.7 details ➤ Starship test flight rescheduled Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon:
Cybertruck Frunk, Price Cuts, Energy, Lucid Inventory, Rivian, Starship, X.AI (04.14.23)
➤ First glimpse of Cybertruck’s frunk opening ➤ Tesla cuts prices in Europe ➤ Tesla sets up new energy company in Shanghai ➤ Elon Musk set to interview on Fox News ➤ Lucid announces production and delivery numbers, showing growing inventory ➤ Starship receives FAA launch license ➤ Wall St. Journal reports on X.AI company Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 E
Possible Model 3 Refresh Leak, Megapack Production Info, China Sales, Twitter, SpaceX (04.13.23)
➤ Image appearing to show new Model 3 design posted to Reddit ➤ PPI report below expectations ➤ Insight on Tesla’s Megapack production rate: https://youtu.be/3T6sSufXPQs ➤ China sales start strong in second quarter ➤ Twitter partners with eToro ➤ SpaceX gets closer to Starship test Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executiv
Musk Fires Back in BBC Interview, Tesla Powerwall Updates, EPA Emissions Standards (04.12.23)
➤ Elon Musk interviews with the BBC: https://www.bbc.com/news/av/world-us-canada-65249139 ➤ Twitter Spaces link: https://twitter.com/i/spaces/1djGXldPqNyGZ ➤ CPI report ➤ FOMC meeting minutes ➤ Powerwall 3 reporting ➤ Say opens Tesla earnings Q&A ➤ EPA publishes new emissions proposal Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Execut
EV Loophole in Question, Next-Gen Megapack Controls, Record Model Y Production Rate, Semi, Surveys, Competition (04.11.23)
➤ Department of Energy seeks update to EV emissions loophole ➤ Form 3 for Tom Zhu ➤ Tesla engineer comments on Tesla’s next-gen Megapack controls ➤ Tesla production numbers for March in China ➤ Tesla Semi updates ➤ New Cybertruck sighting ➤ Brand recall survey ➤ EV survey ➤ BYD shows off concept car ➤ Polestar announces next vehicle unveiling ➤ Hyundai-Kia sets EV target ➤ GM leads round for lithium refiner ➤ Twitter officially becomes X Corporation ➤ SpaceX outlines Starship launch plans Sharel
More Price Cuts, 4680 Model Y, Next Megafactory, Cybertruck, China, Software Update (04.10.23)
➤ Tesla cuts prices further in the United States ➤ 4680 Model Y added to Tesla design studio ➤ Tesla announces new Megafactory in China ➤ Cybertruck job postings increase ➤ March China sales confirm record quarter ➤ Tom Zhu promotion confirmation ➤ New software updates begins shipping to employees ➤ Tesla files applications for drive-in theater Supercharging location ➤ Lawsuit filed against Tesla for data privacy ➤ Indonesia looks to sign limited free-trade agreement with US ➤ Calendar Shareloft
JB Straubel Nominated for Tesla Board, Proxy Statement, Data Privacy, FSD, China, Berlin, SpaceX (04.06.23)
➤ Tesla files proxy statement ahead of annual meeting ➤ Attend Tesla’s shareholder meeting: www.tesla.com/2023shareholdermeeting ➤ Tesla co-founder nominated to return to board of directors ➤ Board and shareholder proposals ➤ Report on Tesla data management ➤ FSD Beta nag update ➤ Tesla continues hiring for Energy in China ➤ New Berlin construction ➤ Stricter US emissions standards to be announced ➤ SpaceX nears Starship orbital test flight ➤ Calendar Shareloft: https://www.shareloft.com Twitter
Master Plan 3 Whitepaper, Superchargers, Giga Berlin, Q1 Sales, Brand, EV Credits, Ram EV (04.05.23)
➤ Tesla has published new details on Master Plan 3 — the transition to a fully sustainable economy ➤ New investor filings ➤ Supercharger V3 updates ➤ New Supercharger location voting: https://www.tesla.com/supercharger-voting ➤ Giga Berlin expansion details ➤ Giga Berlin plans new Model Y trim ➤ Germany / UK sales decline quarter over quarter ➤ KBB highlights Tesla in brand awards ➤ EV tax credit updates ➤ GM role reduction plan ➤ Ford to reduce lineup complexity ➤ New Dodge Ram EV specs unveile
Production Plan Rumors, FSD Beta, China Sales, Price Changes, Ford (04.04.23)
➤ Tesla production plan rumors for next-gen vehicle ➤ Tesla to expand FSD Beta in China? ➤ FSD Beta mileage accelerating ➤ China March sales ➤ Tesla opens in Turkey ➤ Model Y LR expanded to new countries ➤ Price cuts in Australia and New Zealand ➤ Tesla continues searching for litigation team members ➤ Earth Day contest ➤ Brand Finance interview: https://youtu.be/hWi3MpP0Ltg Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/teslad
Share Increases, Stock Decreases, Production Rates, Cyber Updates, Lawsuits (04.03.23)
➤ Reactions to Tesla’s Q1 delivery and production report ➤ Giga Texas hits new production milestone ➤ Giga Berlin shift updates ➤ Giga Berlin tour: https://youtu.be/F9q7j1xA9WQ ➤ Tesla unveils Cybervault ➤ Cybertruck updates ➤ New lawsuit rulings ➤ Q1 delivery results around the auto industry ➤ JB Straubel presentation: https://youtu.be/9bBGfn1yrKo Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral:
Q1 Delivery and Production Report (04.02.23)
➤ Tesla reports record Q1 delivery and production numbers to kick off 2023 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosur
New Product Teaser, EV Credit Updates, Semi Recall, Franz Interview, Q1 Forecasts (03.31.23)
➤ Delivery and production expectations for Tesla’s first quarter of 2023 ➤ PCE report below forecast ➤ Preliminary EV credit adjustments issued ➤ Tesla China teases new product unveiling ➤ Tesla recalls Tesla Semi ➤ Franz von Holzhausen discuss Tesla in Motor Trend interview: https://youtu.be/tY37muDxFRI Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer
China Energy Hiring, Battery Factory Report, Mapping, Solar Roof, Gigabier, Pricing (03.30.23)
➤ Tesla job listing suggests major new project for Tesla in China ➤ Bloomberg reports on Tesla discussions with CATL for US battery factory ➤ New insight on Tesla’s mapping capabilities ➤ CNBC reports inaccurate Solar Roof information ➤ Tesla releases Gigabier in Europe ➤ Elon Musk becomes most-followed person on Twitter ➤ Ford raises F-150 Lightning Pro price again ➤ Porsche announces price increases for 2024 Taycan Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodc
BYD Profitabilty, Battery Comments, Analyst Notes, EV Credit, UAW, AGI (03.29.23)
➤ BYD reports increased profitability for 2022 ➤ Piper Sandler, Baird issue updated TSLA notes ➤ New Form 4 filing ➤ Drew Baglino talks batteries ➤ Tesla updates language on EV credit ➤ Giga Mexico site toured by government officials ➤ UAW President and Vice President comment ahead of negotiations ➤ Kia EV9 specs ➤ Musk urges halt on AI development Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral:
New Record in China, Cybertruck Steering, Texas Expansion, Investigation, Air Force, Lucid (03.28.23)
➤ China insured vehicles data indicates a record quarter for Tesla ➤ New video shows off Cybertruck’s steering capabilities ➤ Tesla submitted permits for Giga Texas expansion ➤ NHTSA announces another investigation into Tesla ➤ Cox Automotive forecasts record Q1 sales for Tesla in US ➤ Air Force’s chief scientist mentions Tesla’s autonomy developments ➤ EV battery stats from Recurrent ➤ Bloomberg Tesla survey: https://bloom.bg/42LEYd5 ➤ Lucid announces layoffs Shareloft: https://www.shareloft.co
Berlin Ramp Accelerates, Achieves Volume Production + Incentives, Pricing, FSD, Turkey (03.27.23)
➤ Tesla achieves new production rate milestone at Giga Berlin ➤ New purchase incentives added by Tesla ahead of quarter end ➤ Model S/X inventory check ➤ Analyst notes discuss pricing expectations ➤ Tesla starts rolling out FSD Beta v11.3.3 to more customers ➤ New Cybertruck sighting ➤ China updates ➤ Tesla teases Turkey launch Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert
New Park Assist Ships, FSD Beta 11.3.3, Safety Score 2.0, Ford T3, Solid State Batteries (03.24.23)
➤ Tesla has started to rollout updated park assist feature for vehicles without ultrasonic sensors ➤ FSD Beta v11.3.3 starts to roll out ➤ Tesla updates Safety Score with version 2.0 ➤ UBS publishes brand survey results ➤ Ford announces T3 next-gen truck ➤ CATL comments on solid state batteries Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Co
Ford Unveils Massive EV Losses – Tesla’s Dominance on Display (03.23.23)
➤ Ford separates business units, revealing EV profitability for the first time ➤ Electrek reports on Tesla’s EV tax credit expectations ➤ Tesla begins offering extended warranties ➤ New charging product Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer
China Automakers Seek Stability, Factory Rumors, Mexico, Nio, VW, FOMC (03.22.23)
➤ China Association of Automobile Manufacturers urges for stability following pricing volatility ➤ Rumor on Shanghai expansion plans ➤ Giga Texas update ➤ Giga Mexico update ➤ Nio comments on sales targets ➤ Volkswagen shares 2023 financial services guidance ➤ FOMC March meeting takeaways Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Ex
Strong China Numbers, BYD Production, CATL, Hardware 4, Project Highland, Giga Press, Boring Co (03.21.23)
➤ Tesla momentum continues in tough China market ➤ More reporting on BYD production stoppage ➤ CATL starts new battery production ➤ Possible sign of additional Giga Press for Texas ➤ Hardware 4.0 insight from new owner ➤ Rumors on Tesla’s Project Highland ➤ Bloomberg begins new Tesla survey ➤ The Boring Company seeks further Vegas expansion Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https:/
Investment Grade, FSD 11.3.2, WaPo Article, Solar, BYD, Xpeng, Toyota (03.20.23)
➤ Tesla receives credit rating upgrade from Moody’s ➤ Credit Suisse acquired by UBS ➤ Tesla begins FSD Beta 11.3.2 rollout, possible progress on USS replacement ➤ Washington Post article on FSD ➤ Morgan Stanley TSLA note ➤ Solar optimization update ➤ New test drive hub in Europe ➤ Oregon halts EV credit ➤ BYD may be throttling production ➤ Xpeng reports earnings ➤ Toyota talks future plans ➤ SpaceX update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon:
Giga Berlin Double Down, Charging Survey, Clarification, Polestar, SpaceX (03.16.23)
➤ Tesla files expansion plans for Giga Berlin ➤ Banks back First Republic ➤ Clarification on prior episode ➤ Tesla tops JD Power home charging survey ➤ Polestar teases EV update ➤ Starship update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie
Europe Wait Times, PPI, V11 FSD, V4 Supercharger, Volkswagen ID.2 (03.15.23)
➤ Tesla wait times increase in Europe ➤ Bank fears continue ➤ PPI report below expectations ➤ Tesla plans to continue rolling out V11 FSD Beta ➤ Refreshed S/X arrive in China ➤ Tesla wins defamation suit in China ➤ V4 Supercharger officially opens ➤ Tesla adds steering wheel retrofit to shop ➤ Mississippi curtails direct sales efforts ➤ Volkswagen announces low price EV ➤ GM CMO retires ➤ Cruise announces Origin launch in Austin Shareloft: https://www.shareloft.com Twitter: https://www.twitter.c
China Sales Surge, BYD Update, V4 Supercharger, Boring Co, GPT-4 (03.14.23)
➤ Tesla sales are surging in China ahead of quarter end ➤ Contact form: https://forms.gle/FuzXMtUF9swXzj8M6 ➤ CPI comes in higher than expectations ➤ Elon Musk, BYD comment on report ➤ V4 Supercharger update ➤ Tesla releases branding iron ➤ OpenAI releases GPT-4 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Execu
Fed Backing, SEC Filings, TSLA Downgrade, BYD Batteries, Powerwall, Safety, Plaid, VW (03.13.23)
➤ Fed backs bank depositors as SVB, Signature Bank collapse ➤ Rate expectations drop ➤ Various Tesla SEC filings ➤ Wolfe Research downgrades TSLA stock ➤ Report on Tesla’s use of BYD batteries ➤ Tesla opens up Powerwall sales ➤ Tesla releases updates safety report ➤ Report on Plaid Model S top speed ➤ VW cuts prices in China ➤ Rivian and Amazon discuss ending exclusivity clause ➤ Starlink update ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon
Silicon Valley Bank Collapse, Rates, China Production, BYD, Mexico, GPT-4 (03.10.23)
➤ Silicon Valley Bank collapses, stoking fear in markets ➤ Unemployment rises ➤ Tesla China production and sales report ➤ BYD cuts price, dealer reportedly pushes Tesla misinformation ➤ Materials partner reports ➤ Tesla lists jobs for new gigafactory ➤ Microsoft mentions GPT-4 launch ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Co
New Ultra Red, Cybertruck, GM Workforce, EU, Silicon Valley Bank (03.09.23)
➤ GM announces massive employee buyout plan ➤ Tesla introduces new color to Model S and Model X, other updates ➤ Tesla adds new Cybertruck positions at Giga Texas ➤ Morgan Stanley note discusses Cybertruck market potential ➤ EU pushing US on tax credit structure ➤ Silicon Valley Bank crashes Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke
FSD v11.3.1 Begins Rollout, NHTSA Investigation, China, Inventory, HW4 (03.07.23)
➤ Tesla begins to expand FSD Beta v11.3.1 to outside customers ➤ Fed’s Powell continues Senate discussion ➤ Berenberg downgrades TSLA stock ➤ NHTSA opens preliminary investigation on Tesla ➤ China February sales ➤ Tesla inventory spikes Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer An
BYD and Tesla in China, Fed, FSD, Mexico, Berlin, Musk Comments, Rivian (03.07.23)
➤ Analyzing insured vehicle and sales numbers after the first two months of the quarter for Tesla and BYD ➤ Fed’s Powell comments on rates ➤ FSD Beta v11.3.1 appears to begin rollout ➤ New comments on Giga Mexico timeline ➤ Giga Berlin update ➤ Musk comments on Tesla, Twitter, SpaceX at conference ➤ Rivian plans debt offering Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47
More Price Cuts, Megapack, Hardware 4.0, Shanghai, Safety, Cybertruck (03.06.23)
➤ Tesla cuts prices in Europe, United States ➤ Tesla adjusts Megapack prices, new project comes online ➤ New Model X owner appears to have Hardware 4.0 ➤ Giga Shanghai tour video: https://www.youtube.com/live/KmGaAcWbRMk ➤ Report on Tesla safety ➤ Report on Cybertruck orders ➤ Waymo layoffs Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke
More Info on Giga Mexico, Nevada Update, China, Juniper, Ford (03.03.23)
➤ More information on Tesla’s plans for Giga Mexico following Investor Day ➤ Tesla approved for tax breaks in Nevada ➤ China insured vehicle update ➤ Model Y update report ➤ Ford increases EV production plans ➤ Next week’s calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/M
8 Key Takeaways From Investor Day (03.02.23)
➤ Analyzing the major takeaways from Tesla’s Investor Day Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer D
Berlin Milestone, Discounts, Loyalty, Cybertruck, FSD, Next-Gen (02.27.23)
➤ Tesla achieves new production milestone at Giga Berlin ➤ Tesla adds new discounted Model S/X inventory ➤ S&P loyalty report shows Tesla dominance ➤ New Cybertruck video ➤ Tesla provides info on FSD Beta recall ➤ New Street Research shares next-gen expectations ➤ Update on Mexico ➤ BMW talks hydrogen ➤ Tesla Solar expands to Milwaukee ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: h
Automakers Face New Threat From Dealerships, PCE, Mexico, Pricing, Alloy, Ford (02.24.23)
➤ Legacy automakers are under pressure from new dealership regulations in some states ➤ PCE report comes in higher than expected ➤ President of Mexico comments on Tesla ➤ Tesla lowers prices in Denmark ➤ Tesla files steel alloy patent ➤ Ford extends F-150 Lightning shutdown Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive produce
New Sketches, Hardware Rumors, Magic Dock, Safety, GM (02.23.23)
➤ Tesla appears to tease new vehicle sketches in engineering update presentation ➤ Low jobless claims, revised PCE numbers ➤ Deutsche Bank increases TSLA price target ➤ Numerous rumors on Tesla hardware and software updates ➤ Cybertruck appearance at HQ update ➤ New wheel design spotted ➤ Tesla testing Magic Dock adapter on Superchargers ➤ Model Y earns safety honor ➤ GM to pause some truck production Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: htt
HQ Announcement, FOMC Minutes, HW4, FSD Beta, Cybertruck, Lucid Earnings (02.22.23)
➤ Tesla announces headquarters update with California governor ➤ FOMC February meeting minutes ➤ Apparent FSD camera updates spotted ➤ More FSD Beta v11.3 impressions ➤ New Cybertruck prototype videos ➤ Lucid earnings report and 2023 guidance ➤ SpaceX adjusts Starlink prices Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive produc
FSD Beta v11.3 Release Notes, Rumors, Semi, Anode Supply, China (02.21.23)
➤ Leaked FSD Beta v11.3 release notes ➤ Hardware 4.0 and generation 3 rumors ➤ Driver shares thoughts on Tesla Semi ➤ Tesla signs offtake agreement for anode materials ➤ China insured vehicle report ➤ Toyota US EV plans ➤ SpaceX update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer And
Lithium Report, Shanghai, Price Increases, Firing Response, Radar, Energy, GM, Calendar (02.17.23)
➤ Bloomberg reports Tesla has interest in acquiring lithium mining company ➤ Updates on Giga Shanghai ➤ Tesla raises prices again in various regions ➤ Tesla responds to union busting allegations ➤ FCC radar documents released ➤ Tesla ends energy partnership in UK ➤ GM comments on EVs ➤ Calendar preview Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer J
FSD Beta "Recall", Firings, Upgrade Incentive, PPI, Ford Admits Defeat, Renault (02.16.23)
➤ Ford CEO makes surprising admission on competitive position ➤ Producer price index comes in higher than expected ➤ FOMC members comment on rates ➤ Tesla issues voluntarily over-the-air recall on FSD Beta ➤ Model S/X owners offered upgrade incentive ➤ Renault comments on Tesla’s price cuts Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke
Hardware 4, Supercharging Expansion, Delivery Windows, China Upgrade, Mexico, Berlin (02.15.23)
➤ Significant new details on Tesla’s next-generation FSD hardware likely leaked ➤ Barclays issues TSLA update ➤ New Tesla SEC filings ➤ Some Tesla delivery estimates move out ➤ Tesla, US Government share major Supercharging network updates ➤ Giga Shanghai reportedly pausing for upgrades ➤ Government official comments on Tesla and Mexico ➤ Giga Berlin battery production update ➤ Musk discusses Twitter CEO position ➤ Tesla posts robot video Shareloft: https://www.shareloft.com Twitter: https://www
Unionization, CPI, China Insured, California Rebate, Service, EU, Ford, SpaceX (02.14.23)
➤ Workers at Tesla factory publicize unionization efforts ➤ January CPI report ➤ Renaissance Technologies buys TSLA shares in Q4 ➤ China insured vehicle numbers drop week over week ➤ Model 3/Y declared eligible for California rebate ➤ Tesla updates service display ➤ EU ban on ICE vehicles moves forward ➤ Ford pauses F-150 Lightning production, announces battery factory ➤ SpaceX update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.
Pepsi Reacts to Tesla Semi, More Price Changes, Super Bowl Ads, FSD v11, Solar, Investors, Toyota (02.13.23)
➤ Pepsi provides more insight into Tesla Semi program so far: https://youtu.be/l-BVM673pDs ➤ Elon Musk comments on Investor Day, other calendar updates ➤ Tesla further adjusts prices in the US ➤ Super Bowl advertisements from automakers decline significantly ➤ FSD Beta updates ➤ Tesla updates solar design studio ➤ Investor disclosures on TSLA positions ➤ Incoming Toyota CEO comments on EVs Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.pat
Energy Project, Price Increases, Hardware 4.0, Megacharger, Mexico, Volkswagen (02.10.23)
➤ New gigawatt hour scale energy project finalized ➤ Tesla increases price on Model Y in China ➤ Tesla filing mentions next generation Autopilot hardware ➤ Tesla Semi charging update ➤ EV charging funding details to be announced soon ➤ President of Mexico comments on Tesla ➤ Giga Berlin faces regulatory pushback again ➤ Giga New York update ➤ Volkswagen to accelerate EV plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesla
Gen 3, China Production, Cybertruck, 4680 Model Y, Model 3, Redwood, SpaceX (02.09.23)
➤ Discussion on Tesla’s generation 3 platform and Investor Day ➤ New Tesla SEC filings ➤ China January production numbers ➤ New Cybertruck image ➤ Tesla adds more 4680 Model Y to inventory ➤ 2023 Model 3 distinctly separated in accessory menu ➤ Redwood Materials announces government loan ➤ SpaceX completes static fire, discusses Starlink business Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: h
Investor Day Invites, Master Plan Part 3, China Numbers, Crash Update, SpaceX (02.08.23)
➤ Elon Musk teases Tesla Investor Day, shows invitation ➤ Comments on Tesla Master Plan Part 3 ➤ CPCA publishes domestic and export sales for January ➤ NTSB comments on infamous Tesla crash ➤ Musk comments on FSD Beta v11 timeline ➤ PepsiCo send Semi to Super Bowl ➤ SpaceX plans massive engine test Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jerem
Surprising Sales Report, China Insured Numbers, Hertz, Super Bowl (02.07.23)
➤ New auto industry report out of California contains some surprising information on Tesla sales ➤ Fed Chairman Powell speaks ➤ Ron Baron comments on Tesla ➤ New weekly insured vehicle data out of China ➤ Hertz discloses some information on Tesla fleet ➤ GM shares Super Bowl ad: https://youtu.be/jfYdypGqbOs Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive produ
Price Increases, Inventory, Analyst Updates, v11, Ford, Rivian, Twitter (02.06.23)
➤ Tesla has increased prices on the Model Y after EV credit changes, will it be enough? ➤ Wedbush, RBC increase TSLA price targets ➤ Tesla inventory updates ➤ Musk comments on FSD Beta v11 ➤ Giga Berlin update ➤ Ford comments on EV mishaps ➤ Rivian developing electric bike ➤ Twitter reportedly won’t face foreign investor investigation Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la
Huge EV Credit Update, Musk Verdict, Megafactory, Project Highland, China Sales, Ford (02.03.23)
➤ US issues new guidance on EV tax credit, dramatically changing structure ➤ Elon Musk ruled not liable in shareholder lawsuit ➤ Project Highland, Cybertruck prototype commented on by Musk ➤ CPCA releases China January sales ➤ Tesla cuts prices in Taiwan, South Korea ➤ Ford comments on EV profitability Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer J
Cybertruck Spotted, Wait Times, Mexico, January Sales, Ford, GM, Nio, BYD (02.02.23)
➤ New Tesla Cybertruck spotted: https://www.instagram.com/p/CoGsJ9iLsSW/ ➤ Tesla increases delivery timeline estimates for some vehicles in the US ➤ Government official comments on Tesla’s Mexico plans ➤ US auto market shows strength in January ➤ Ford reports earnings ➤ GM announces new partnership ➤ Honda and GM share hydrogen plans ➤ Nio price cut rumor ➤ Berkshire Hathaway sells more BYD Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.pa
FOMC, China Production, BlackRock, Piper Sandler, Cybertruck, Winter Tests, Rivian (02.01.23)
➤ Reuters reports on production plans for Giga Shanghai ➤ Stock markets rise after Federal Open Market Committee meeting ➤ BlackRock increases TSLA position ➤ EV sales in China drop ➤ Warranty reserves increase in Q4 ➤ Musk review Cybertruck prototype ➤ Indonesian president comments on Tesla ➤ Tesla performs well in winter test ➤ Hyundai announces IONIQ 6 EPA range ➤ Rivian plans layoffs ➤ Lotus to go public Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patre
Takeaways From Tesla's 10-K, China Insured, Mexico, Texas, Sensors, Discount (01.31.23)
➤ Tesla files annual 10-K report ➤ China insured vehicle reports for last two weeks ➤ Mexico plans commented on by officials ➤ New press at Giga Texas ➤ Ultrasonic sensor replacement testing ➤ More info on Tesla discount Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent E
Competitors Grapple With Tesla Price Cuts, New Discount, Inventory, Fire, Mercedes Level 3 (01.30.23)
➤ Competitors continue to respond to Tesla’s price cuts in a variety of ways ➤ Tesla adds promotional offers for Model S/X ➤ Research shows strong customer retention for Tesla ➤ Large number of Semis spotted ➤ Report of “spontaneous combustion” Tesla fire ➤ Shanghai adds EV incentive ➤ Mercedes announces US launch of Level 3 system ➤ GM rumor Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https
TSLA Rises After Q4 Earnings Report (01.26.23)
➤ Tesla stock rallies after Q4 earnings report ➤ Recap of key points of emphasis from the earnings report ➤ Tesla discloses new credit line ➤ Motor Trend covers Tesla Semi: https://www.motortrend.com/reviews/tesla-semi-interior-review ➤ Update on possible Mexico factory ➤ Toyota CEO steps down Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Coo
Giga Nevada Expansion + Q4 Earnings Preview (01.24.23)
Watch on YouTube: https://youtu.be/cAG-05K_wmA ➤ Tesla announces multibillion dollar expansion plans, new Semi production factory ➤ Tesla slightly increases Model Y price in the US ➤ Ford may sell factory to BYD in China ➤ Tesla Q4 earnings expectations Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Exec
Data Reveals Impact of Tesla Price Cuts, UBS Expects Massive Auto Market Declines (01.23.23)
➤ Various data points regarding Tesla interest after price cuts ➤ Tesla inventory levels out ➤ UBS analysts see massive declines in automotive industry earnings ➤ Kia EV9 specs possibly leaked Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chi
GM Investments, China Survey, Car Awards, Heat Pump, Lucid (01.20.23)
➤ GM announces a nearly $1B investment plan ➤ Dan Ives bullish on Tesla in China after survey ➤ Tesla is a category winner in car of the year awards ➤ Tesla talks heat pump: https://youtu.be/DyGgrkeds5U ➤ Lucid discounts Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent E
ADAS Competition, Semi, Berlin, Thailand, Loot Box, Kia on Price Cuts, Starlink (01.19.23)
➤ Tesla gets a perfect score in advanced driver assistance system competition in China: https://youtu.be/TwABzDLo4rE ➤ PepsiCo shows off Tesla Semis ➤ Giga Berlin updates ➤ Tesla vehicles arrive in Thailand ➤ Tesla adds new Loot Box rewards ➤ Kia discusses recent Tesla price cuts ➤ Hertz announces EV project ➤ Starlink updates Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert4
Piper Sandler Note, PPI, Inventory, Giga Press, Lawsuit, Xpeng, Channel (01.18.23)
➤ Piper Sandler reiterates Overweight rating on TSLA stock, but lowers price target ➤ PPI report comes in lower than expected ➤ Tesla inventory remains following price cuts ➤ Giga Press progresses at Giga Texas ➤ Trial starts in Musk/Tesla lawsuit ➤ Xpeng lowers prices Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Tro
Cybertruck Discussion, Other Vehicles, China, FSD Beta, Hertz (01.17.23)
➤ Tesla Chief Designer Franz von Holzhausen discusses Tesla Cybertruck and other vehicles on Tesla’s roadmap: https://youtu.be/XpTyo2PQq6E ➤ Goldman Sachs and Bank of America lower TSLA price targets ➤ New China insured vehicle numbers ➤ Elon Musk provides FSD Beta updates ➤ Report on 2016 FSD demo video ➤ Hertz and Uber expand EV program ➤ Indonesia comments on Tesla partnership Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/t
Search Interest Spikes After Price Cuts, Giga Press Progress, AP4, Toyota (01.13.23)
➤ Tesla search interest jumps dramatically after price cuts ➤ Giga Press stands up in Texas ➤ Possible Autopilot hardware leak ➤ Toyota comedy continues Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone
Huge US Price Cuts, Expansion Rumors, CPI Report, Lucid (01.12.23)
➤ Tesla cuts prices by up to $13,000 in the United States ➤ Bloomberg report on expansion plans in China ➤ Updates on Indonesia, Mexico ➤ Tesla plans huge facility in Houston ➤ CPI report ➤ Lucid reports Q4 production and deliveries Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/
Musk Cautions on Indonesia Report, Tesla Passes BMW, Solar Inverter, EU Policy (01.11.23)
➤ Elon Musk comments on reporting of Tesla factory in Indonesia ➤ Tesla surpasses BMW for leadership position in US premium market ➤ Tesla solar inverter white paper ➤ More IDRA shipments arrive at Giga Texas ➤ Tesla Semi update ➤ Cybertruck rumor ➤ Roadster rumor ➤ German automakers push for EU policy changes Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive pr
Texas Expansion, 4680 Model Y, China Sales & Production, VP Comments on Pricing (01.10.23)
➤ Tesla files for new construction projects at Giga Texas ➤ 4680 Model Y showing up in inventory ➤ China sales, production, and insured vehicle reports ➤ Tesla VP again discusses price cuts ➤ German chancellor meets with Tesla and others ➤ Tesla highlight sales success in Europe ➤ Tesla reportedly lowers Supercharging prices in Europe ➤ GM pushes for EV credit reconsideration ➤ The Boring Company update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: h
New Tesla Giga Press To China? + FSD Updates, Wait Times, Safety Report (01.09.23)
➤ IDRA announces pending shipment of new Giga Press ➤ Bank of America cuts TSLA price target ➤ Model Y wait times increase in China, US ➤ NHTSA comments on Tesla investigation ➤ Tesla updates Autopilot safety report ➤ Elon Musk comments on FSD v11 ➤ Model 3 passes Camry in Australia ➤ Berkshire Hathaway slightly reduces BYD position Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/r
VP Comments on Price Cuts, Giga Press, Tesla Insurance, Calendar (01.06.23)
➤ Tesla VP comments on price cuts in China ➤ Market reacts to price cuts ➤ Reviewing Tesla prices over time ➤ IDRA shipments arrive at Giga Texas ➤ Tesla Insurance update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer
Big Tesla Price Cuts in China (01.05.23)
➤ Tesla has dramatically lowered prices in China and other countries ➤ Production confirmed to be resumed at Giga Shanghai ➤ Tesla adds additional option to Model S/X ➤ Tesla withdraws request in Texas ➤ NHTSA requirement results in some window features being removed by Tesla ➤ Mercedes to launch US charging network ➤ Dodge unveils EV Ram truck Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: htt
China Numbers, Dealership Laws, Lithium, Trademark, GM, Rivian, Sony (01.04.23)
➤ Insured vehicle counts in China drop in final week of quarter ➤ Texas places dealership laws on legislative agenda ➤ Update on lithium refinery in Texas ➤ Tesla highlights economic contribution in California ➤ Trademark filing causes confusion ➤ GM reports US sales ➤ Rivian reports Q4 production Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy
Stock Falls Amid Demand Concerns, Investor Day, EV Credit, Tom Zhu, Safety, Lithium, Energy (01.03.23)
➤ TSLA stock drops sharply following Q4 delivery report as demand concerns grow louder ➤ Tesla schedules Investor Day for 2023 ➤ EV credit feedback sought by IRS ➤ Tom Zhu reportedly takes on bigger role ➤ Tesla passengers survive fall off cliff ➤ South Korea fines Tesla ➤ Tesla and Piedmont Lithium reach new deal ➤ Neoen announces start of new energy project Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesl
Q4 Delivery & Production Report (01.02.23)
➤ Tesla reports record Q4 delivery and production numbers to wrap up 2022 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive produc
EV Credit Update, Leaked Email, Q4 Production Forecast, Year in Review (12.29.22)
➤ IRS and Treasury Department issue updates on US EV credits ➤ Leaked Elon Musk email to Tesla employees before quarter end ➤ Alex Potter reiterates TSLA price target ➤ Production and delivery estimates for Q4 ➤ Tesla recaps 2022 progress Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Chera
Correction From Tesla China, Baird Cuts Price Target, Norway, Used Prices, Nio, SpaceX (12.28.22)
➤ Tesla China corrects report on Giga Shanghai production plan ➤ Baird cuts TSLA price target ➤ Tesla crosses major milestone in Norway ➤ Data shows decline in used Tesla prices ➤ Nio reduces delivery guidance ➤ SpaceX hits 2022 launch target Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive produ
4680 Update, Insured Vehicles, China Production, Tom Zhu, Taiwan, All In (12.27.22)
➤ Tesla provides update on 4680 battery progress ➤ Weekly insured vehicles decline again for Tesla in China ➤ Reports on production in China and comments from Tesla ➤ Tom Zhu role change for Tesla China ➤ Taiwan sales update ➤ Elon Musk on All In podcast Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Exe
China Rumors, Wedbush Cuts Price Target, Discount Impact, PCE (12.23.22)
➤ New rumors and reports on Tesla in China ➤ PCE report ➤ Wedbush cuts TSLA price target ➤ US discounting drives inventory down ➤ Megapack leak ➤ Twitter CEO report Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Micha
Elon Musk Shares Major Details on Tesla, Reiterates Focus & Confidence (12.22.22)
➤ Elon Musk discusses, Tesla, Twitter, the macro environment and more in new Twitter Space ➤ TSLA stock drops on the highest volume of the year ➤ Model Y breaks record in Norway ➤ Tesla expands battery footprint in Fremont ➤ Tesla reportedly places order with TSMC Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Che
"Hiring Freeze", US Discounting, Twitter Updates, Morgan Stanley, "FSD" Crash (12.21.22)
➤ Discussing a report on Tesla’s planned layoffs and “hiring freeze” ➤ Tesla hiring in Turkey ➤ Elon Musk comments on Twitter CEO position, cash flow ➤ Tesla increases US discount before end of year ➤ Cars covered in Giga Shanghai staging lot ➤ Morgan Stanley reiterates overweight rating on TSLA ➤ CNN reports on “FSD” crash ➤ Quick note on Panasonic 4680s ➤ More IDRA parts at Giga Texas ➤ Chevy Bolt recalled Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patre
TSLA Stock Dropping Amid Uncertainty, China Numbers Weaker (12.20.22)
➤ TSLA stock continues to decline as investors raise concerns ➤ Tesla China insured vehicles decline from prior week ➤ Two analysts lower TSLA price targets ➤ Lucid complete capital raise Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni E
Musk Stepping Down at Twitter? + Giga Mexico, Berlin Production, Oppenheimer Downgrade, EV Credit (12.19.22)
➤ Elon Musk polls Twitter users on whether he should step down as the head of Twitter ➤ Additional reporting on possible Tesla factory in Mexico ➤ Tesla hits Giga Berlin production milestone ➤ More incentives added in China ➤ Oppenheimer downgrades TSLA stock ➤ Deutsche Bank issues TSLA note ➤ New FSD Beta update rolling out to employees ➤ Tesla hits solar milestone ➤ Treasury Department comments on EV credit ➤ Toyota comments on EVs ➤ Starlink passes 1M subscribers Shareloft: https://www.sharel
Interview: Musk's Early Days & An Unfulfilled Vision w/ The Founders Author Jimmy Soni (12.18.22)
➤ Jimmy Soni, author of 'The Founders' joins Rob Maurer to discuss the early days of Elon Musk, the story of x.com and PayPal, where Twitter may be headed, and more. The Founders: https://amzn.to/3V7oGWZ The Soul of A New Machine: https://amzn.to/3jcqGzY Find Jimmy Soni on Twitter @jimmyasoni 0:00 Jimmy Soni & The Founders 0:41 Backstory on the book 4:38 Understanding Elon 10:22 Elon’s early days and Twitter motivation 14:25 A vision unfulfilled 16:57 Being wrong 20:20 Organizational change 22:0
Semi Update, Europe Discounts, Morgan Stanley Note, Calendar (12.16.22)
➤ Pepsi leadership discusses Tesla Semi and shares new details ➤ Musk to interview with Lex Fridman ➤ Timeline update on FSD V11 ➤ Tesla adds discounts in Europe ➤ Morgan Stanley issues new TSLA note ➤ IDRA parts arrive at Giga Texas Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre
Musk Sale, Factory Rumor, Texas Production, Tesla Electric, EOQ, Reliabilty, F-150 (12.15.22)
➤ Report on possible new Tesla factory location ➤ Elon Musk discloses TSLA stock sale ➤ Giga Texas hits production rate milestone ➤ Tesla launches Tesla Electric ➤ Update on Giga Shanghai ➤ Tesla adds end-of-quarter incentives ➤ FSD Beta 10.69.3.3 begins public rollout ➤ Consumer Reports comments on Tesla reliability ➤ California approves EV charging investment ➤ Ford increases F-150 Lightning prices Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: http
FOMC, Goldman Sachs, Giga Berlin, China, Indonesia, Redwood Materials (12.14.22)
➤ Goldman Sachs lowers TSLA price target by nearly 25% ➤ Market fluctuates after FOMC meeting ➤ Mixed reporting on Giga Berlin’s third shift ➤ More reports of production shutdown denials out of China ➤ Tesla adds new item to shop ➤ Indonesia plans to add EV credit ➤ Redwood Materials announces new battery campus Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive
Musk Comments on Tesla, High TSLA Volume, China Insured Numbers, Giga Berlin, Holiday Update, EPA (12.13.22)
➤ Elon Musk comments on Tesla, makes commitment to Tesla shareholders ➤ TSLA stock volume hits 52-week high as stock falls to two-year low ➤ CPI report comes in lower than expected ➤ Reviewing China insured vehicle numbers ➤ China to consider stimulus plans ➤ Tesla releases holiday software update ➤ Giga Berlin update ➤ Semi Charger update ➤ EPA report on efficiency Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodca
Cybertruck Casting, China, EV Credit, Taiwan, Norway, VPP, Rivian, Toyota (12.12.22)
➤ New photo leaked which appears to show Cybertruck casting ➤ Looking at the calendar for the week ahead ➤ Assessing reporting on Tesla China production ➤ IRS provides update on EV credit changes ➤ Report on initial Taiwan results ➤ Norway crosses EV adoption milestone ➤ Update on Tesla virtual power plant in Texas ➤ Rivian and Mercedes announces partnership pause ➤ Toyota reportedly reevaluates EV plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon:
PPI, China, Holiday Update, Megapack, Castings, Jeep Factory (12.09.22)
➤ TSLA stock outperforms market ➤ PPI higher than expected ➤ Musk comments on Fed / macro ➤ Further reporting on China production ➤ Tesla holiday software update features shared ➤ Tesla opens new megapack project in Belgium ➤ Real estate developer includes Tesla in new project ➤ Possible casting equipment sighting ➤ Stellantis idles Jeep production factory Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla R
Record Production, November Numbers, China Report, Tom Zhu, Twitter Debt (12.08.22)
➤ Tesla sets production record at Giga Shanghai in November ➤ CPCA reports retail and export sales ➤ Bloomberg reports on shift reductions at Giga Shanghai ➤ Elon Musk comments on macro economic conditions, CEO role ➤ Alex Potter shares insight on China market ➤ Tom Zhu reportedly working out of Giga Texas ➤ Elon Musk reportedly considers margin loan to cover Twitter debt Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladail
Additional China Discount, CEO Rumor, Radar Update, Thailand Pricing, Holiday Update (12.07.22)
➤ Tesla adds another discount in China ➤ Tesla executives file Form 4s ➤ Report on Tesla CEO position ➤ China relaxes Covid policies ➤ Tesla requests extension from FCC ➤ Thailand design studio opens ➤ Report on Tesla holiday software update ➤ Volkswagen plans investment in Wolfsburg plant Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke E
Fremont Permits, Model 3, Weekly China Numbers, Potter Note, Berlin, Apple Car (12.06.22)
➤ Tesla applies for Fremont factory updates ➤ Model 3 vehicles spotted with interesting camouflage ➤ Weekly insured vehicle numbers decline in China ➤ Piper Sandler issues Tesla note with research on China market ➤ Wired questions Giga Berlin staffing levels ➤ Tesla shares details on lithium refinery ➤ Volkswagen CEO to present software strategy to board ➤ Apple reportedly delays Apple Car project Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https:/
Production Report Denied, November Sales, Taiwan, FSD Beta, F-150, Twitter (12.05.22)
➤ Tesla reportedly denies reports of production reduction in December ➤ CPCA reports wholesale sales numbers for Tesla in November ➤ China reportedly plans to continue loosening Covid-19 restrictions ➤ Tesla delivers first vehicles in Taiwan ➤ November registrations for Germany / UK ➤ Musk comments on FSD v11 ➤ Tesla Semi production line report ➤ Interesting Cybertruck design drawing displayed by Tesla ➤ Ford F-150 Lightning sales drop month-over-month ➤ Musk share positive news on Twitter adver
Semi Battery, Charging, & Delivery Details + China Update (12.02.22)
➤ More information on the Tesla Semi regarding the vehicle’s battery, charging, and deliveries to Pepsi ➤ Updates on Tesla in China ➤ SpaceX receives important FCC authorization Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive p
Chief Designer Discusses What’s Next, Cybertruck, Semi & Elon Musk (11.30.22)
➤ Tesla’s Franz von Holzhausen discusses Tesla’s next vehicle, Tesla’s Cybertruck, Semi, and working with Elon Musk: https://youtu.be/xTH3Nm_Ca1g ➤ Market rallies after comments from Fed chairman ➤ California Department of Transportation confirms large Tesla order ➤ Elon Musk meets with Apple CEO Tim Cook ➤ Netflix CEO Reed Hastings defends Musk ➤ Ukrainian President Zelensky comments on Musk Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.
China Insured Vehicles, South Korea, Cybertruck, S&P Research, Brand Favorability, Mobile App (11.29.22)
➤ New weekly insurance numbers out of China show continued strength ➤ Looking at TSLA short interest ➤ South Korean government discusses Tesla factory in more detail ➤ Cybertruck hiring updates ➤ Cybertruck casting machine update ➤ S&P shares research on EV market ➤ Tesla appears to update rear screen in refreshed S/X ➤ Hertz begins adding Superchargers ➤ Tesla updates mobile app ➤ Volkswagen discusses Foxconn partnership Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/tesl
Model 3 Refresh Rumors, China Update, Giga Berlin Production, Semi, FSD Wide Release (11.28.22)
➤ Report on refreshed Model 3 coming in 2023 ➤ Updates on Tesla’s Giga Shanghai ➤ Giga Berlin reportedly hits record production ➤ Tesla announces launch in Thailand ➤ Elon Musk comments on Semi test ➤ Tesla opens FSD Beta to all North American customers ➤ Report on Tesla semiconductor partnership ➤ Elon Musk mentions possibility of making phone ➤ Aptera announces use of NACS Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/teslad
TSLA Upgraded, Analysts Updates, South Korea, BYD, Dolby Atmos, Australia (11.23.22)
➤ TSLA stock upgraded by long-time Tesla bear ➤ FOMC minutes released ➤ Morgan Stanley issues new note on Tesla ➤ Wedbush comments on Tesla ➤ Elon Musk notes possibility of factory in South Korea ➤ BYD plans price increase in China ➤ Tesla reportedly planning to add Dolby Atmos functionality ➤ Musk comments on v11 release ➤ Australia moves forward on EV credit Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tes
AP Engineers Discuss Simulation, Weekly China Insured Vehicles, New Referral Program, Pininfarina (11.22.22)
➤ Tesla Autopilot engineers discuss FSD training, simulation progress ➤ BazelCon: https://youtu.be/ol5hwjr48Q4 ➤ Price cut rumor reporting in China ➤ New weekly insured vehicles numbers in China ➤ Volkswagen lowers China sales target ➤ Tesla updates referral program in the US ➤ Supercharger milestone ➤ Model Y Track Mode update ➤ FSD Beta expands to more owners ➤ Pininfarina Battista sets new acceleration records ➤ Sony / Honda comments on differentiating from Tesla Shareloft: https://www.sharel
Energy Updates, Hardware 4, v11 Release Notes, Apple Music, Recalls (11.21.22)
➤ Interesting development in Australian energy market could have implications for Tesla Energy ➤ Tesla brings new energy storage project online in UK ➤ China concerns rise ➤ Report on TSMC and Tesla ➤ FSD Beta v11 full release notes ➤ Peterson exhibit opens ➤ Apple Music appears to be coming soon to Tesla vehicles ➤ Two more over-the-air recalls ➤ Volkswagen’s OTA update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladaily
New Safety Score Component, Insurance Expansion, S/X, New Merch (11.18.22)
➤ Tesla updates Safety Score, adds new scoring factor ➤ Peterson exhibit opens to media ➤ Tesla Insurance expands to new state ➤ Model S/X imminent in Switzerland ➤ Tesla adds new shop items Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimn
Volkswagen Delays EV Plans, Tesla NPS, Supercharging, Musk Email, GM, Cruise (11.17.22)
➤ Volkswagen reportedly makes major changes to EV plans ➤ Bullard, George comment on rates ➤ Tesla tops EV Net Promoter Score survey ➤ Italy added to expanded Supercharger test ➤ Musk emails Twitter managers ➤ GM discusses EV profitability ➤ Cruise expands hours of operation Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive produc
Musk Identifies Tesla CEO Successor, Expects Another Twitter CEO, Semi Launch, 4680 Update, Twitter, Lucid (11.16.22)
➤ Tesla board member says in court that Elon Musk has identified a potential successor for the CEO position ➤ PPI comes in below expectations ➤ Musk discusses Twitter position in court ➤ Tesla Semi production discussed ➤ Tesla sets Semi launch event ➤ Musk comments on FSD Beta V11 rollout ➤ Tesla plans to update safety score ➤ 4680 battery update: https://youtu.be/4XOHetABrag ➤ Tesla updates wait times in China ➤ New insured unit data ➤ Model S receives 5-star ENCAP rating ➤ Bank of America cuts
FSD Beta V11, China Crash, California Sales, Solar Update, Twitter (11.14.22)
➤ Tesla begins rolling out FSD Beta version 11 to some employees ➤ Fed officials discuss lower rate increases ➤ Elon Musk interviewed at B20 summit ➤ Tesla crash draws questions in China ➤ Tesla retains top selling spot in California ➤ Model 3 receives 5-star Green NCAP score ➤ Tesla continues hiring solar installers ➤ Musk comments on Twitter, SpaceX, Tesla buyback ➤ SEC charges S&P Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.c
Musk Comments on China Rumor, China Begins Covid Pivot, Tesla Seeks Charging Standard (11.11.22)
➤ Elon Musk denies Reuters report on China exports ➤ China loosens Covid-zero policies ➤ Report on Tesla China plans ➤ Clarification on insurance bonuses ➤ Tesla opens charging connector in push for new standard ➤ Tesla to hold Semi delivery event ➤ Semi shows up in Tesla app ➤ Clarification on Musk Twitter comments Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Execut
Markets Pop, CPI, Wedbush, Cybertruck, Solar, Twitter (11.10.22)
➤ TSLA recovers alongside markets after CPI report ➤ Wedbush removes TSLA from best ideas list ➤ Tesla opens Cybertruck production job listings ➤ Electrek reports on Tesla solar cancellations ➤ New Quicksilver paint spotted ➤ Twitter updates Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive produc
TSLA Continues Fall, China Production Record, EV Credit Bill, Rivian Earnings, Twitter (11.09.22)
➤ TSLA stock continues to drop on high volume ➤ Walking through the math on Elon Musk’s stock sales and Twitter requirements ➤ Tesla sets production record at Giga Shanghai ➤ More discussion on China demand ➤ EV tax credit changes proposed in Congress ➤ Tesla establishes new warehouse in Germany ➤ Foxconn discusses EV plans ➤ Rivian reports Q3 earnings ➤ Elon Musk shares more on Twitter plans ➤ Twitter notes: https://bit.ly/3NVyxgt Shareloft: https://www.shareloft.com Twitter: https://www.twitte
Musk Sells $4B, Tesla China Discounting, Recall, Zoom, Lucid Earnings (11.08.22)
➤ Musk sells TSLA stock ➤ Tesla implements insurance rebate after cutting prices in China ➤ Zach Kirkhorn Form 4 ➤ Over-the-air recall of Model S/X ➤ Tesla China’s domestic and export sales for October ➤ New feature coming soon ➤ Tesla investor relations team recognized ➤ Musk comments on Twitter activity levels ➤ Lucid reports Q3 earnings Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://
Thoughts on Elon Musk + Macro, Giga Berlin Expansion, Model Y Update, Sweden (11.07.22)
➤ Rob Maurer shares some thoughts on Elon Musk’s latest actions ➤ Update on macroeconomy ➤ Tesla plans to file application for Giga Berlin expansion ➤ Model Y receives new EPA certification ➤ Model S Plaid registered in Norway ➤ Tesla to open some Australian Superchargers ➤ Sweden cuts EV incentives Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jere
Musk Interviewed by Ron Baron, German EV Incentives, Telecom License, Credit Pushbacks (11.04.22)
➤ Ron Baron interviews Elon Musk about Tesla, Twitter, SpaceX ➤ Ron Baron shares valuation expectation for Tesla stock ➤ Tesla updates customers on incentive deadline ➤ Tesla applies for telecom license in Canada ➤ Japan, South Korea push back on EV incentive plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Ch
China Sales, Berlin Expansion, Tesla Bot, Ultrasonics, Giga Press (11.03.22)
➤ CPCA reports Tesla China’s sales for October ➤ Baron Funds possibly interviewing Elon Musk: https://bit.ly/3T5yRKG ➤ Tesla commences Berlin expansion, reportedly preparing third shift ➤ New software update contains ultrasonic sensor replacement code ➤ IDRA shares work on new Giga Press ➤ German Tesla registrations for October ➤ Q3 market share for BEVs in Europe ➤ Goldman Sachs issues report on Tesla Bot ➤ Ford reports October EV sales ➤ Canada tightens foreign investment regulations ➤ Saudi A
FOMC Meeting, FSD Beta 10.69.3 Expands, China Production, Pepsi, Battery Production (11.02.22)
➤ TSLA stock drops alongside market following FOMC statement and press conference ➤ FSD Beta 10.69.3 begins rolling out ➤ Nio suspends production in China ➤ Tesla closes first store in China ➤ Frito Lay plans massive solar array ➤ Details on new Model Y suspension ➤ Northvolt reevaluates factory plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Je
FSD 10.69.3 Release Notes, China Sales, Cybertruck, Twitter Crossover, Panasonic, Toyota, SpaceX (11.01.22)
➤ Release notes for FSD Beta 10.69.3 leaked ahead of broader rollout ➤ Tesla China insured units for October ➤ Report on Cybertruck production timeline ➤ Tesla employees reportedly help out at Twitter ➤ Panasonic to begin battery factory construction ➤ Toyota reports earnings ➤ SpaceX launches Falcon Heavy Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive produc
Former Tesla AI Director Explains Departure, State of FSD, Elon Musk & More + Giga Texas Production (10.31.22)
➤ Tesla’s former director of AI, Andrej Karpathy, discusses his time at Tesla, the decision to leave, the current state of FSD, and much more: https://youtu.be/cdiD-9MMpb0 ➤ Tesla discloses Giga Texas production milestone ➤ FSD Beta update ➤ GM halts Twitter ads ➤ Tesla Semi testing spotted ➤ George Hotz steps down at Comma AI Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert4
Giga Berlin Expansion, Twitter Close, EU Ban, GM Credits, PCE (10.28.22)
➤ Tesla begins expansion work at Giga Berlin ➤ Elon Musk closes Twitter deal ➤ European Union agrees on ban of internal combustion engine vehicle sales by 2035 ➤ Personal consumption expenditures reported for September ➤ GM comments on EV credits Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive p
Auto Valley of Death, Uber Update, Recalls, SEC Investigation, Lithium (10.27.22)
➤ Discussing the auto industry’s “valley of death” ➤ Amazon, Apple report earnings ➤ Uber provides updates on Tesla usage through Hertz partnership ➤ Tesla Model 3, Cyberquad for Kids recalled ➤ SEC reportedly investigating FSD marketing ➤ Tesla lets term sheet for lithium expire ➤ Model Y is best selling vehicle in Europe in September Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.l
Musk Enters Twitter HQ, Tesla Investigated, Megafactory Progress, Ford Pivot (10.26.22)
➤ Elon Musk heads to Twitter HQ and they let that sink in ➤ Tesla reportedly under Department of Justice investigation ➤ Video of Tesla’s new energy Megafactory ➤ Multiple Tesla Semis spotted ahead of deliveries ➤ Ford pivots on autonomous strategy ➤ GM apparently borrows some media Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executiv
Giga Press, Semi, Supercharging, GM Inventory & EV Delay (10.25.22)
➤ IDRA posts updated on 9000T Giga Press for Cybertruck ➤ Reports on Elon Musk’s Twitter acquisition ➤ Tesla Semi receives EPA certification ➤ Tesla receives funding for Superchargers in Australia ➤ GM beats earnings expectations, inventory grows Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive p
China Price Cuts, 10-Q Filing, Mexico, Toyota (10.24.22)
➤ Understanding the impacts of Tesla’s price cuts in China ➤ Tesla files 10-Q report after Q3 earnings ➤ Elon Musk reportedly discussing Tesla investment in Mexico ➤ Toyota rethinks EV plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimn
New Tesla Colors, Hardware 4.0, FSD Beta, & Supercharger Voting (10.21.22)
➤ Tesla introduces new Midnight Cherry Red and Quicksilver colors ➤ Rate increase expectations decline on Fed comments ➤ Supplier reportedly comments on next-gen FSD hardware ➤ Musk comments on next FSD Beta release ➤ Tesla opens Supercharger location voting Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro
Overlooked Takeaways From Tesla Earnings (10.20.22)
➤ Rob Maurer discusses key points that may have been under-appreciated in Tesla’s Q3 earnings report Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive pro
Texas Energy, Semi, Smart Summon, Germany, Foxconn, New EVs (10.18.22)
➤ Texas approves pilot program for distributed energy resources ➤ Elon Musk to participate in Tesla earnings call ➤ Correction on analyst consensus ➤ Tesla Semi VIN decoder ➤ Elon Musk comments on Smart Summon feature ➤ Tesla tops VW in BEVs in Germany ➤ Foxconn shares interest in Tesla partnership ➤ GM unveils Cadillac Celestiq ➤ Rolls Royce unveils Spectre EV ➤ David Trainer interview: https://youtu.be/C0Fl6JBQgrc Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodca
Q3-22 Earnings Preview (10.17.22)
➤ Rob Maurer walks through what to expect for Tesla’s Q3 2022 earnings report and conference call ➤ YouTube link: https://youtu.be/7OH9p7ubbH4 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive
52-Week Low, Inflation, Berlin Battery Production, Cybertruck, Cameras (10.14.22)
➤ Tesla stock closes at new 52-week low ➤ Inflation expectations rise ➤ Q3 earnings call question voting: https://app.saytechnologies.com/tesla-2022-q3 ➤ Handelsblatt reports on Giga Berlin battery production plans ➤ Cybertruck appears to be under cover at Giga Texas ➤ China demand rumor ➤ Sensor updates Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer
Musk’s Mysterious Reply, Buybacks, Hot CPI, EV Tax Credit Update (10.13.22)
➤ Elon Musk vaguely replies to commentary by one of Tesla’s biggest shareholders ➤ Consumer Price Index comes in higher than expected, volatility ensues ➤ Further analysis on possible buyback: https://youtu.be/uBXKaT_BpZg ➤ FSD Beta 10.69.3 expected release date ➤ Possible major changes to EV tax credit ➤ Volkswagen announces multibillion dollar investment Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla R
Sensor Cost Savings, New Safety Feature, PPI, Fed Minutes, Toyota, Lucid, Polestar (10.12.22)
➤ Tesla’s recent part adjustment should may save billions over the next few years ➤ Assessing PPI report and FOMC minutes ➤ Tesla partners on new safety feature ➤ S/X deliveries imminent in China ➤ Euro NCAP comments on Tesla software ➤ Toyota exec complains about perception ➤ Lucid announces Q3 production ➤ Polestar unveils Polestar 3 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.l
China September Numbers - Here Is What We Learned (10.11.22)
➤ Tesla’s sales and production numbers for China in September have been posted, here is what we can take away from the reports ➤ Model S/X receive approval for tax exemption in China ➤ EV startup announces plans to use Tesla parts ➤ GM announces new business unit ➤ The Boring Company releases new novelty product Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive
Analysts Reduce Targets, China Sales, Germany, Twitter, Rivian (10.10.22)
➤ Analysts lower price targets, Morgan Stanley comments on demand destruction ➤ Twitter acquisition update ➤ China wholesale sales for September ➤ Tesla Model Y tops sales chart in September ➤ Musk comments on FSD Beta ➤ Rivian recalls most vehicles Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executiv
TSLA's Worst Week In Over A Year, Minor Cybertruck Updates, FT Interview, Semi (10.07.22)
➤ TSLA stock suffers worst week in more than 18 months ➤ IDRA confirms building and testing complete for Cybertruck casting ➤ Musk comments on Cybertruck boating ability ➤ Financial Times interviews Musk ➤ FSD Beta update ➤ Pepsi comments on Tesla Semi ➤ 4680 rumor ➤ Contact form: https://forms.gle/FuzXMtUF9swXzj8M6 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Execut
Investment Grade, Berlin Meeting Leaks, Tesla Semi Production, Twitter Updates (10.06.22)
➤ Contact form: https://forms.gle/FuzXMtUF9swXzj8M6 ➤ Tesla credit rating upgraded by S&P ➤ Giga Berlin plans leak from employee meeting ➤ Tesla begins Tesla Semi production, announces delivery date ➤ Shanghai adjusts EV-related incentive ➤ China exports ➤ Twitter merger updates Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive pr
Updates on Twitter + Huge New Credit Market For Tesla Expected (10.05.22)
➤ Understanding all of the latest news on Elon Musk’s possible acquisition of Twitter ➤ Tesla, other electric vehicles likely to be granted access to huge renewable energy credit market ➤ More information on credits: https://youtu.be/5q2OO7YgKVA ➤ Tesla pushes new FSD Beta update ➤ Mizuho lowers TSLA price target ➤ Ford raises F-150 Lightning prices again ➤ Musk interviewed about X Prize: https://www.diamandis.com/podcast/elon Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com
Musk To Close Twitter Deal + Tesla Removes Sensors (10.04.22)
➤ Elon Musk sends letter to Twitter attempting to close deal at original offer price ➤ Discussing remaining financing for Twitter deal ➤ Tesla announces ultrasonic sensor removal ➤ Rivian announces Q3 production numbers Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive prod
Discussing Tesla's Stock Tanking, Demand Concerns, Production Plan Leak (10.03.22)
➤ Tesla stock has worst day in months following Q3 delivery report ➤ Discussion on where Tesla is at following the report, and why investors’ concerns have risen ➤ Understanding Tesla’s inventory ➤ Updates out of China ➤ Analyzing a supposed production plan reported by Reuters ➤ Giga Berlin production news ➤ Tesla reportedly expanding Giga Nevada ➤ Google and Tesla reportedly exploring partnership Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https:/
Q3-22 Delivery & Production Report (10.02.22)
➤ Tesla has reported record quarterly production and delivery numbers for the third quarter of 2022 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive prod
Musk Comments on AI Day, Cybertruck + Expectations, US Car Market (09.29.22)
➤ Elon Musk comments on AI Day ahead of event ➤ AI Day expectations ➤ Musk comments on Cybertruck ➤ Tesla Energy products survive hurricane ➤ S&P brand loyalty study ➤ Interesting data points on US car market ➤ New Musk texts disclosed in Twitter case ➤ Porsche IPO ➤ Quick notes Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive pr
Q3 Estimates, New Tesla Board Member, Analyst Updates (09.28.22)
➤ Tesla appoints new board member ➤ Piper Sandler lowers TSLA price target ➤ Citi issues updated TSLA note ➤ Walking through Q3 delivery and production estimates Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael
Leaked Email, China Insured Vehicles, Shanghai Production, Australia Orders, AI Day, Hertz (09.27.22)
➤ Leaked email from Tesla management ahead of quarter end ➤ Insured Tesla vehicle report bounces back in China ➤ Reuters reports on Tesla production rates in Shanghai ➤ Reports of delivery windows moving up in Australia ➤ AI Day updates ➤ Treasury Department comments on EV tax credit ➤ Hertz comments on Tesla rentals, partners with BP Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la
Musk Deposition Delayed, Berlin Fire, China, Paid Influencers, Cruise (09.26.22)
➤ Elon Musk and Twitter CEO Parag Agrawal both delay depositions in Twitter acquisition case ➤ Fire at Giga Berlin draws comments from water association ➤ China extends NEV tax exemption as expected ➤ Report on China delivery target ➤ Influencers offered payment to read anti-Tesla script for film ➤ Ford confirms badge shortage ➤ Cruise vehicles get stuck in San Francisco ➤ Musk comments on Starlink terminal production Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapod
Energy UI, Leno's Garage, Shanghai, SpaceX, Next Week (09.23.22)
➤ Tesla to release new energy, Supercharging features in software update ➤ Looking ahead to next week’s calendar ➤ Musk to be deposed in Twitter case ➤ Interesting Tesla Bot job listing ➤ Tesla may be shifting to exports from Shanghai ➤ Musk appears on Jay Leno’s Garage ➤ SpaceX updates ➤ Hertz / GM order ➤ Toyota cuts production plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.l
China Demand Discussion, Fed Policy, Texas Production, Berlin, Morgan Stanley, FSD Beta, Megapack (09.22.22)
➤ Tesla Daily returns to cover the biggest stories over the last week including interest rate hikes, China demand, Texas production, Berlin batteries, FSD Beta, and more. Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer
Battery Production Equipment, PPI, Shanghai, Analyst Updates, Crash Tests, Ford Dealers (09.14.22)
➤ Tesla reportedly considers reallocating production equipment from Berlin ➤ PPI report causes less panic than CPI ➤ Schedule updates ➤ Giga Shanghai production impacted ➤ Analyst rating and price target changes ➤ Canadian minister visiting California ➤ Special code reported for crash tests ➤ Ford gives dealers ultimatum Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 E
Market Crashes, Tesla Outperforms on Positive Supply Commentary (09.13.22)
➤ Markets suffer worst day in years on hot inflation data, TSLA outperforms ➤ Tesla’s head of investor relations presents at Goldman Sachs conference ➤ Details from Supercharger site plans ➤ New radar shows up in Tesla parts catalog ➤ Tesla reportedly adding alternative routes to navigation ➤ FSD Beta 10.69.2 rolls out ➤ Former head of Twitter security testifies to Congress Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/teslada
Leaked Production Info, Lithium Refining Facility, Giga Berlin, Twitter (09.08.22)
➤ A leaked recording of a Tesla executive presentation reveals new details on Tesla vehicle and energy product production ➤ Tesla files application for refining project in Texas ➤ Neuralink plans offices in Texas ➤ Tesla seeking public feedback on Berlin project Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Chera
Record Shanghai Production in August, Megafactory, Service, Superchargers, Rivian (09.08.22)
➤ Tesla sets production record at Giga Shanghai in August despite downtime ➤ Chengdu lockdowns extended ➤ Tesla expands hiring for Megafactory ➤ Elon Musk comments on Tesla service ➤ Tesla polls for new Supercharger locations ➤ Mercedes-Benz and Rivian announce partnership agreement ➤ Chevy announces more details on EV Equinox ➤ Elon Musk comments on Apple & Starlink Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodc
Safety Rating Record, China Delivery Times, Canada, S&P, Superchargers, Apple (09.07.22)
➤ Tesla’s new Model Y breaks Euro NCAP safety rating record ➤ Estimated wait times drop again in China ➤ Canadian minister comments on Tesla communication ➤ S&P responds to inquiry on Tesla’s credit rating ➤ Tesla plans new largest Supercharging location ➤ Giga Berlin receives cosmetic upgrade ➤ Delaware court responds to amendment arguments in Twitter case ➤ Apple announces satellite connectivity with iPhone 14 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast P
Goldman Meets With IR, Wolfe Upgrade, US Sales, FSD, Powerwall, Battery Experts (09.06.22)
➤ Goldman Sachs issues new note on TSLA after meeting with investor relations ➤ Wolfe Research upgrades TSLA to Buy rating ➤TrueCar estimates August sales for Tesla ➤ China insured vehicle report ➤ FSD beta rollout expands as Tesla increases price ➤ Elon Musk comments on Powerwall supply ➤ Battery “experts” share thoughts on Tesla’s 4680 progress ➤ Fleetpool announces Tesla ordering milestone ➤ Twitter case update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast
Credit Rating Failures Create Opportunity For Tesla Investors (09.02.22)
➤ Moody’s responds to inquiry about Tesla’s credit rating, attempts to justify non-investment grade rating ➤ Nord Stream 1 pipeline halted ➤ Calendar for the week ahead Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer M
August China Sales, Canada Factory Possibilities, Price Target Increase, Full Self-Driving Name (09.01.22)
➤ CPCA official comments on Tesla’s Shanghai sales for August ➤ Tesla continues lobbying in Canada ➤ Piper Sandler increases TSLA price target ➤ California Senate passes bill regarding marketing of ADAS features ➤ Tesla delivers first Model Ys to Japan ➤ AXA apologizes for stunt ➤ Volkswagen unable to meet software target ➤ Cruise issues voluntary software recall Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast
Wait Times Reduced, Dumbest Test Ever, VPP, Giga Berlin, Mining, BMW, SpaceX (08.31.22)
➤ Tesla reduces delivery date estimates on Model Y in US and China ➤ AXA Insurance carries out nonsensical test ➤ Tesla begins deliveries of Model Y in Singapore ➤ Full interview of Elon Musk at ONS: https://vimeo.com/744634172 ➤ Tesla VPP serves another event in California ➤ Giga Berlin event planned ➤ Ford & Rivian push for fewer mining restrictions ➤ BMW celebrates hydrogen ➤ NASA selects SpaceX for more crewed missions ➤ SpaceX static fire test Shareloft: https://www.shareloft.com Twitter: h
4680 Innovation Rumors, Fremont Building Permit, Manufacturing Credit, Dealerships, Starlink (08.30.22)
➤ Rumors of new innovations for Tesla’s 4680 batteries: https://youtu.be/L_G-ic-aWvM ➤ Tesla files for battery-related building permit in Fremont ➤ More thoughts on the new advanced manufacturing production credits ➤ Tesla challenges dealership laws in Louisiana ➤ FSD Beta 10.61.1 begins rolling out ➤ J.D. Power releases innovation survey results ➤ Elon Musk adds to list of reasons for Twitter termination ➤ Lucid files to potentially raise up to $8B ➤ Royal Caribbean cruise business announces Sp
Massive New Battery Credits, Analyst Updates, Power Restrictions, 4680 Packs, ONS, Japan VPP (08.29.22)
➤ The Inflation Reduction Act changes more than the EV tax credit, it outlines massive credits for battery production putting billions at stake for Tesla and others ➤ Analysts continue to react to Giga Berlin tours ➤ Checking in on power restrictions in Sichuan, China ➤ 4608 packs pile up at Giga Texas ➤ Elon Musk speaks at ONS conference ➤ FSD beta updates ➤ Tesla announces virtual power plant project in Japan Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Pa
Model Y Europe, Starlink, Berlin Tours, Panasonic Factory, Ford, Twitter (08.26.22)
➤ Tesla opens orders for RWD Model Y across Europe ➤ Market falls after Fed comments ➤ Tesla to leverage SpaceX technology ➤ Jefferies updates targets after Berlin tour ➤ Panasonic reportedly planning another US factory ➤ Ford raises Mach-E pricing ➤ Musk’s request called absurdly broad in Twitter hearing Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive produce
Giga Berlin Tour Report, Production Rumors, Ron Baron, Dan O'Dowd, Toyota (08.25.22)
➤ Analysts react to tours of Giga Berlin ➤ Rumors on Giga Berlin production rates ➤ FSD Beta release schedule update ➤ Ron Baron comments on Tesla and SpaceX investment expectations ➤ Nvidia discusses Tesla GPU purchase ➤ Tesla sends cease and desist letter to Dan O’Dowd ➤ Toyota EVP pursues gaslighting strategy on electric vehicles Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/r
Outperforming Competition in China, Giga Texas Rumor, Dojo, California, Twitter Fallout (08.24.22)
➤ Tesla completes final trading day before stock split ➤ China automakers lagging behind Tesla profitability in China ➤ Giga Texas production rumor ➤ Tesla presents at Hot Chips conference ➤ Hot Chips 1: https://bit.ly/3Cp85bs ➤ Hot Chips 2: https://bit.ly/3ALuYEQ ➤ California plans to ban ICE sales by 2035 ➤ Volkswagen and Mercedes-Benz secure minerals agreements ➤ Twitter whistleblower fallout continues ➤ Full Twitter complaint: https://bit.ly/3KmWxr1 ➤ SpaceX set to announce agreement with T-
AI Day Teaser, Twitter Whistleblower, AP Position, Castings, Volkswagen (08.23.22)
➤ Tesla teases AI Day 2022 event ➤ New Autopilot testing position listed by Tesla in Europe ➤ Castings pile up at Tesla’s factories ➤ Volkswagen looks to secure battery supply in Canada ➤ Twitter’s former head of security files whistleblower complaints with regulatory agencies Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive prod
FSD Beta 10.69, New Occupancy Network, Production Updates, Neuralink (08.22.22)
➤ Looking at first impressions from Tesla’s release of FSD Beta 10.69 ➤ Tesla’s Director of Autopilot software discusses recent changes to the system: https://youtu.be/jPCV4GKX9Dw ➤ Giga Texas reportedly hits 1,000 vehicles produced in one week ➤ Power restrictions extended in China ➤ Sandy Munro discusses Tesla’s 4680 battery pack ➤ Tesla tries out new Superchargers layout ➤ Elon Musk announces Neuralink update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast P
Semi Updates, Giga Berlin, FSD Beta, Indonesia, China, Macro News, 5 Year Anniversary (08.19.22)
➤ Tesla updates webpage for Tesla Semi, shares new product details ➤ Market drops as Fed comments on rates ahead of symposium ➤ German PPI comes in far ahead of forecasts ➤ FSD Beta 10.69 on track ➤ Giga Berlin reportedly plans to add third shift ➤ Indonesia’s president discusses Tesla ➤ China extends electric vehicle incentive ➤ Lucid announces new version of Lucid Air ➤ GM announces capital distribution plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Pa
Price Target Increase, Wall Street Perception, China Wait Times, Power Restrictions, Big Tesla Energy Updates (08.18.22)
➤ CFRA increases TSLA price target in new analyst note ➤ Tesla lowers estimated wait times in China ➤ Shanghai asks for power restrictions to exclude Tesla suppliers ➤ Mixed reporting on new CATL battery ➤ Tesla’s virtual power plant kicks in for power event coverage ➤ Tesla updates solar pricing ➤ Product manager job listed for Tesla retail electricity projects ➤ Elon Musk comments on side mirrors ➤ Elon Musk attends Republican fundraiser Shareloft: https://www.shareloft.com Twitter: https://ww
Confusion on EV Tax Credit, Tesla Semi, Supercharging (08.17.22)
➤ New information published by the IRS and US Department of Energy regarding changes to the EV tax credit ➤ Tesla releases and then removes new Supercharging membership in the US ➤ Tesla posts new video of the Tesla Semi, then also removes that ➤ Global Equities Research TSLA note Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive
Musk Replies To NHTSA, China Power Disruptions, EV Credit Becomes Official, VPP, Manchester United (08.16.22)
➤ Elon Musk replies to NHTSA’s request for FSD Beta access, comments on version 10.69 ➤ President Biden sign Inflation Reduction Act into law ➤ Factories suspended in China due to power shortages ➤ Tesla expands Virtual Power Plant pilot in California ➤ Superchargers in Germany are non-compliant with regulations ➤ Tesla scores well in brand survey ➤ Musk granted limited access in Twitter case ➤ Karpathy publishes video on neural networks Shareloft: https://www.shareloft.com Twitter: https://www.
Model 3 LR Order Halting, Huge New Investment, Megapack XL, Production Update, Battery News (08.15.22)
➤ Fund discloses multi-billion dollar TSLA stock position ➤ Discussing Tesla’s decision to halt orders on the Model 3 Long Range in North America ➤ Tesla updates specs for new, larger Megapack ➤ Elon Musk comments on Tesla production milestones ➤ Giga Texas update ➤ Elon Musk writes essay for China Cyberspace publication ➤ Tesla receives large new order from startup ➤ Panasonic looks to improve Giga Nevada output ➤ CATL announces new factory ➤ Munro discusses 4680 battery cells ➤ EU court rules
Musk's Stock Sale, CPI, Tesla Semi, BYD, Rivian Earnings (08.11.22)
➤ Is Elon Musk finally done selling TSLA stock after his second major round of sales to finance a possible Twitter deal? ➤ CPI and PPI data comes in lower than expected ➤ House to vote on Inflation Reduction Act ➤ Musk comments on Tesla Semi timeline ➤ BYD reportedly supplying batteries to Tesla ➤ New Tesla Energy project ➤ Rivian reports Q2 earnings Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referra
Shanghai Sets New Production Rate Record, Tesla Dominating California, Dan O'Dowd (08.09.22)
➤ Tesla has set a new production rate record for Model Y at Giga Shanghai after upgrades ➤ Markets fall as CPI report expectations rise ➤ Tesla Model Y and Model 3 are leading sellers in California ➤ Dan O’Dowd continues campaign against Tesla➤ Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive pro
Senate Passes EV Credit, Indonesia Nickel, Canada Lobbying, Shanghai, Lucid (08.08.22)
➤ The US Senate passes huge EV tax credit ➤ Link to marked-up EV bill: https://bit.ly/3OMSWmK ➤ Full explanation video: https://youtu.be/7yAdviya7Ls ➤ Tesla reportedly secures huge nickel contracts with Indonesian suppliers ➤ Tesla encourages Ontario to increase manufacturing incentives ➤ Giga Shanghai updates ➤ Elon Musk comments on FSD Beta ➤ Lucid reports earnings ➤ Schedule update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.
Stock Split is Official, Shareholder Meeting Takeaways, EV Credit News, China Sales, Twitter (08.05.22)
➤ Tesla announces stock split details after shareholder approval ➤ Shareholder proposal passes despite board recommendation ➤ Takeaways from Tesla’s annual shareholder meeting ➤ EV tax credit updates ➤ China July sales report ➤ Elon Musk’s countersuit against Twitter Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy
New Model Y Variant Report, China Loyalty Program, Solar Roof v3.5, Munro (08.03.22)
➤ New Model Y version reportedly coming soon with new battery out of China ➤ Automakers push back on EV tax credit language ➤ Tesla offers owners in China incentives to upgrade ➤ New Solar Roof reportedly in testing by Tesla ➤ Munro continues 4680 teardown ➤ Tesla updates S/X status for Europe ➤ Germany leaves door open on nuclear Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/rob
Game Changer For EV Charging, CATL Delays Announcement, Toyota Recall Issues (08.02.22)
➤ Tesla reportedly begins implementing game-changing new charging feature ➤ CATL reportedly delays factory announcement in wake of Pelosi visit to Taiwan ➤ Tesla add news Supercharger attraction in Germany ➤ Toyota continues to struggle with bZ4X recall Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Exec
Hertz Praises Tesla, Shareholder Meeting, Shanghai Update, Munro Interviews Ford (08.01.22)
➤ Hertz praises Tesla during quarterly earnings call ➤ Tesla opens voting for questions for Shareholder Meeting ➤ SpaceX to launch Tesla referrer photos into space ➤ Giga Shanghai updates ➤ Musk comments on Tesla short sellers ➤ FSD Beta 10.13 update ➤ IDRA rumor ➤ Munro & Associates interview Ford execs ➤ Musk countersues Twitter Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/rob
TSLA Rallies, Musk Comments on Costs, PCE, Kimbal, 4680s, Petition (07.29.22)
➤ TSLA stock continues to fly as Elon Musk comments on stabilizing costs ➤ Core PCE rises ➤ Kimbal Musk exercises options, comments on Tesla’s outlook ➤ Elon Musk provides update on FSD Beta 10.13 ➤ Munro extracts first 4680 cell ➤ Tesla launches cloud profiles ➤ Energy storage makes impact in Hawaii ➤ Date set for Musk court case with Twitter ➤ Rivian confirms layoffs ➤ Sign the petition on hybrid vehicles: https://chng.it/xrcgjS4QMT ➤ Letter template to for Senators: https://bit.ly/3Jhff2S Sha
Understanding Massive EV & Energy Tax Credit Proposal (07.28.22)
➤ Newly proposed changes to electric vehicle, solar, and energy storage tax credits have massive industry-wide implications ➤ Link to marked-up proposal: https://bit.ly/3OMSWmK ➤ GDP estimated to decline in Q2 ➤ Amazon, Apple rise after earnings reports Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Exec
Fed Meeting, Berlin Rumors, Munro Teardown, Tesla Energy, Ford Earnings (07.27.22)
➤ Tesla’s production targets reported after downtime at Giga Berlin ➤ Stocks rally after Fed meeting ➤ Senators Manchin and Schumer announce agreement on major bill ➤ Munro & Associates continue 4680 battery pack teardown ➤ Tesla and Neoen receive new approval on battery project ➤ Ford beats earnings expectations Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive
Musk Refocuses, Market Updates, GM Earnings, Tesla Insurance, EV Incentives, Oliver Blume (07.26.22)
➤ Market updates as big week continues ➤ Elon Musk plans to put head down, focus on mission ➤ Tesla expands insurance product to new states ➤ New software update changes range prediction calculations ➤ GM reports earnings, highlighting Tesla’s dominance ➤ Germany to reduce EV incentives ➤ More insight on Volkswagen’s new CEO ➤ Mercedes plans to stop production on its first EV Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesla
10-Q Review, Giga Berlin Updates, Shanghai Rumor, FSD Beta, Diess Out (07.25.22)
➤ Discussing new disclosures from Tesla’s second quarter 10-Q filing ➤ Big week for macroeconomic reports, earnings ➤ Giga Berlin reportedly tests new processes during downtime ➤ Shanghai factory rumors ➤ FSD Beta 10.13 updates ➤ Elon Musk denies Wall St. Journal report ➤ Herbert Diess out as Volkswagen CEO Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive produ
Biggest Takeaways From Tesla's Earnings Beat (07.21.22)
Rob Maurer discusses the biggest learnings from Tesla's Q2-22 earnings beat and management's comments on the earnings call. Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Execu
Preview: Tesla Q2-22 Earnings (07.19.22)
Watch on YouTube: https://youtu.be/y-vMDUwW67I ➤ What to watch for in Tesla’s upcoming Q2 earnings report, and a serious red flag in consensus estimates ➤ Tesla produces 2 millionth vehicle in Fremont ➤ New Supercharger info ➤ Judge allows for expedited hearing in Twitter case Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive prod
Release Notes Leaked, Crazy Demand, Battery Updates, Shanghai Upgrade, Earnings Week, Twitter (07.18.22)
➤ Release notes for next FSD Beta update leaked ➤ Earnings week kicks off ➤ Update on Giga Shanghai upgrades ➤ New application from Tesla on Giga Texas ➤ Used Tesla prices rising much faster than other brands ➤ Updates on Panasonic, CATL, and 4680 battery ➤ Musk comments on Tesla HVAC product ➤ Twitter case updates Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executi
FSD Beta Updates, Dojo Rumor, Pricing, Shanghai, Twitter (07.15.22)
➤ Elon Musk comments on upcoming FSD Beta updates ➤ Rumor on Tesla’s Project Dojo ➤ Discussion on Tesla’s pricing ➤ Updates on Giga Shanghai ➤ Munro visits IDRA ➤ SEC inquires about Musk’s Twitter comments ➤ Court to hear expedition request Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive produce
New 4680 Battery Info, Berlin/Texas Updates, Q2 Questions, Analyst Updates (07.14.22)
➤ New 4680 battery info from The Limiting Factor: https://youtu.be/8WPPBhqeekw ➤ PPI higher than expected ➤ Giga Texas production report ➤ Giga Berlin test production sales ➤ Morgan Stanley lowers Tesla price target ➤ Tesla opens questions for Q2 earnings call ➤ EV market share rises in the US Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Execu
Karpathy Departs, New Analysts Initiate Buy Ratings, CPI, Panasonic, Supercharging (07.13.22)
➤ Tesla’s Director of Artificial Intelligence, Andrej Karpathy announces that he is leaving the company ➤ CPI report comes in higher than expected ➤ Two new analysts initiate coverage on TSLA stock ➤ Panasonic selects location for US battery factory ➤ Customers receive VINs for new Berlin Model Y ➤ Supercharger V4 rumors ➤ Aptera starts petition advocating for Supercharger standard (https://bit.ly/3yE2Dhh) ➤ Former Delaware Supreme Court Justice comments on Twitter lawsuit Shareloft: https://www
Twitter Sues Musk, 4680 Teardown Challenges, CPI Expectations (07.12.22)
➤ Twitter sues Elon Musk over acquisition termination, makes case against Musk (https://bit.ly/3uJ7cps) ➤ CPI report expected to show increase ➤ Munro encounters challenges with 4680 pack teardown ➤ BYD falls on concern of Buffett exit Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer And
Shutdown Concerns Rise, Twitter Claims Musk At Fault, Supercharger V4, Solar Trailer, Rivian (07.11.22)
➤ TSLA stock falls 10% from post-market Friday high as Covid cases rise in China ➤ Model Y sales compare favorably in first half of year in China ➤ Giga Berlin start shipping Long Range Model Y ➤ Twitter board comments on Musk’s termination attempt, sends letter claiming Musk has breached the merger agreement ➤ New details on next-gen Supercharger ➤ More information on Tesla solar trailer concept ➤ Rivian reportedly laying off portion of staff Shareloft: https://www.shareloft.com Twitter: https:
Musk Terminates Twitter Agreement, Record China Production, Supercharger, Megapack, Teardown, Sun Valley (07.08.22)
➤ Elon Musk has terminated the merger agreement offer to purchase Twitter (https://bit.ly/3arWkp6) ➤ Tesla sets new records in China ➤ 4680 Model Y teardown continues ➤ Tesla China executive expands responsibilities ➤ New Supercharger info ➤ Electric vehicle interest rising ➤ Tesla Megapacks pile up at Giga Nevada Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executiv
Robovan, Future Products, Cybertruck Update, Indonesia, Tesla Solar (07.07.22)
➤ Elon Musk makes series of comments on possible Tesla ‘Robovan’ ➤ New report on Tesla Cybertruck production ➤ More details from ongoing teardown of 4680 Model Y ➤ Indonesian President discusses status of possible Tesla factory ➤ Tesla Solar reportedly has strong quarter in the US ➤ SpaceX announces Starlink Maritime Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Execu
Details on Munro Teardown, China Sales, Rivian Production, Boring Company, Sun Valley (07.06.22)
➤ Munro associate shares more details on the Texas-made 4680 Model Y teardown ➤ Instructions on how to vote for annual meeting: https://ir.tesla.com/shareholders/vote ➤ Preliminary report for Tesla sales in China in June ➤ Rivian ramps up production in the second quarter ➤ Musk comments on FSD timeline for The Boring Company ➤ Sun Valley conference kicks off Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla
Factory Expansions, Delivery Reactions, Munro Teardown, Mining, Registration Data, Charging (07.05.22)
➤ Tesla prepares for expansions at Giga Berlin and Giga Shanghai ➤ Analysts react to Tesla’s Q2 delivery and production report ➤ Munro & Associates begin Texas Model Y teardown (https://youtu.be/FXpfU6I_T3w) ➤ Elon Musk comments on Tesla’s interest in mining ➤ Tesla gains market share in the second quarter despite shutdowns ➤ Tesla’s brand strengthens year-over-year ➤ Musk comments on FSD Beta ➤ Supercharging update ➤ The Boring Company opens newest Loop station ➤ SpaceX receives important FCC p
Q2 Delivery & Production Report (07.02.22)
➤ Rob Maurer walks through Tesla’s Q2 delivery and production report, how it compares to expectations, and what it means going forward Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer
Q2 Forecast, Texas Expansion, Macro, Goldman, 4680, Schedule (06.30.22)
➤ Walking through what to expect from Tesla’s Q2 delivery and production report ➤ Q2 GDP forecast dropped to negative ➤ PCE comes in below expectations ➤ Goldman Sachs publishes new TSLA note ➤ Permit shows planned expansion at Giga Texas ➤ Supreme Court rules to limit EPA control ➤ Plaid hits new top speed ➤ 4680 analysis video out Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/r
Wild Giga Texas Report, China Data, EV Business Models, J.D. Power IQS, Munro (06.29.22)
➤ Tesla reportedly increases Giga Texas Model Y production drastically ➤ Tesla Annual Shareholder Meeting drawing ends soon: https://www.tesla.com/2022shareholdermeeting ➤ New China insurance data ➤ Uber shares more details on Hertz / Tesla rental business ➤ J.D. Power releases 2022 Initial Quality Study ➤ Munro & Associates updates ➤ EU moves forward on possible ban of ICE vehicles by 2035 ➤ Hyundai shows concept of Ioniq 6 EV Shareloft: https://www.shareloft.com Twitter: https://www.twitter.co
Musk Comments On Master Plan Part 3, Tesla Mining, Texas LR Model Y, Diess (06.28.22)
➤ Elon Musk comments on Tesla’s Master Plan Part 3 and Tesla’s level of interest in mining ➤ Albemarle looks to expand US lithium capacity ➤ Report on Samsung’s 4680 battery progress ➤ Tesla begins Long Range Model Y deliveries from Giga Texas ➤ Q2 delivery expectations fall ahead of report ➤ Volkswagen CEO Herbert Diess comments on Tesla ➤ Discrimination lawsuit continues ➤ Correction on China EV incentives ➤ Tesla lays off portion of labeling team ➤ SpaceX faces lobbying pressure (https://www.
Giga Berlin Rumors, China Updates, Twitter Inactivity, Volkswagen (06.27.22)
➤ Tesla may be significantly increasing production at Giga Berlin ➤ Looking ahead at the calendar ➤ Updates on Tesla in China ➤ Elon Musk crosses 100M Twitter followers as inactivity continues ➤ Volkswagen reveals the all-electric ID. AERO Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer
Index Rebalancing, Credit Suisse, Giga Texas Production, Giga Shanghai, Annual Meeting (06.24.22)
➤ Tesla begins assigning more VINs out of Giga Texas ➤ Credit Suisse updates price target on TSLA stock ➤ Discussion on Russell 1000 and index rebalancing ➤ Updates on Giga Shanghai ➤ Tesla adds EAP to design studio ➤ Annual meeting page posted ➤ Tesla Tequila update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy
Possible New Credit Access, Virtual Power Plant, China Incentives, Texas Model Y (06.23.22)
➤ Understanding the Renewable Fuel Standard, RIN credits, and how this multibillion dollar market could change the trajectory of the auto and energy industries in the United States ➤ China reportedly considers EV incentive extensions ➤ Tesla and PG&E begin offering compensation for virtual power plant in California ➤ More news on Texas-made Model Y vehicles ➤ Toyota recalls new EV ➤ Cruise begins paid autonomous rides Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapod
Explaining Musk’s “Gigantic Money Furnace” Comments + Tesla Shanghai Confusion (06.22.22)
➤ Elon Musk discusses Tesla’s production challenges, cash burn, FSD, and Cybertruck in new interview (https://youtu.be/u5w_VkAx6tc) ➤ Multiple reports on Giga Shanghai shutdowns cause confusion ➤ Morgan Stanley lowers TSLA price target ➤ CFRA calls TSLA drop a generational opportunity ➤ Tesla heavily recruiting at computer vision conference ➤ Update on Model Y pricing ➤ News on a possible EV tax credit ➤ The Boring Company looks to build tunnel in Giga Texas area Shareloft: https://www.shareloft
Musk Shuts Down Bloomberg Forecast, Production Updates, American-Made Index, Texas Model Y (06.21.22)
➤ Elon Musk shuts down Bloomberg’s EV forecast at Bloomberg’s Qatar Economic Forum (https://youtu.be/uTBeGjg4pek) ➤ TSLA stock rallies to 3rd best day of the year ➤ Tesla provides update on Giga Berlin production ➤ Discussion on Tesla deliveries and production in China ➤ Cars.com updates American-Made Index ➤ Acceleration boost reported for Texas-made Model Y ➤ New photos of Tesla’s Semi Megacharger ➤ Texas plans EV charging investment ➤ IDRA extends open house ➤ von Holzhausen interior update S
Enhanced Autopilot, Giga Shanghai, Layoffs, SpaceX Firings (06.17.22)
➤ Ron Baron shares thoughts on current market ➤ Tesla plans to expand Enhanced Autopilot offering ➤ Rumor on China production ➤ Price increases in China ➤ Berlin-made Model Y efficiency test ➤ Tesla layoffs reportedly continue ➤ SpaceX fires employees behind open letter ➤ Tesla expands insurance offering ➤ Markets closed on Monday, June 20 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://
Price Increases, Commodities, Semi, Insurance, Supercharging, Service, SpaceX (06.16.22)
➤ TSLA stock drops as Nasdaq hits 52-week low ➤ Tesla raises prices on version of all vehicle models ➤ Checking in on commodities prices ➤ Tesla Semi update ➤ More Tesla Insurance news ➤ Tesla expands Supercharging pilot ➤ Possible new interior option ➤ Report on Tesla delivery and service staff ➤ Elon Musk meets with Twitter employees ➤ Internal SpaceX letter to Elon Musk ➤ Musk, Tesla, SpaceX sued over Dogecoin Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast
Fed Meeting, Mustang Mach-E Disclosure, NHTSA, V11, Insurance, Appeal (06.15.22)
➤ TSLA stock rises alongside market after FOMC meeting and interest rate decision ➤ Ford discloses that the Mustang Mach-E is no longer profitable ➤ NHTSA releases ADAS / ADS crash data ➤ Elon Musk comments on FSD Beta V11 ➤ Tesla files to expand Tesla Insurance availability ➤ Elon Musk appeals SEC settlement ruling ➤ Nio announces ES7 details ➤ Musk sets Starship launch timeline ➤ The Boring Company gets approval in Las Vegas Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com
Crash Data Imminent, Musk Interview, Giga Berlin, Supercharging, India (06.14.22)
➤ NHTSA reportedly expected to release crash data singling out Tesla in coming days ➤ PPI reported ahead of Fed meeting ➤ Elon Musk discusses Tesla, Rivian, and Lucid (https://youtu.be/iHmSrK238vI) ➤ Giga Berlin tests production for structural pack Model Y ➤ Tesla expands third-party Supercharging test ➤ Exec resigns for Tesla in India ➤ Elon Musk expected to speak with Twitter employees ➤ Ford halts sales of Mustang Mach-E ➤ GM unveils newest EV Shareloft: https://www.shareloft.com Twitter: htt
Musk Rallies Employees, 4680 Production, Factory News, Bitcoin Impairment (06.13.22)
➤ Elon Musk emails Tesla employees as quarter-end approaches ➤ Markets drop ahead of Fed meeting ➤ Updates on Giga Berlin ➤ Info on 4680 production ➤ LG announces investment in 4680 batteries ➤ RBC upgrades TSLA ➤ Tesla faces Bitcoin impairment in Q2 ➤ Virtual power plant in Texas ➤ Automakers ask for EV incentive extension ➤ SpaceX gets FAA approval Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referra
3-1 Stock Split, Proxy Filing, 4680 Energy Density, CPI, Model Y Expansion (06.10.22)
➤ Tesla files proxy statement for shareholder meeting and announces 3-1 stock split plan ➤ CPI numbers come in higher than expected ahead of Fed meeting ➤ More info on new 4680 vehicles ➤ Tesla expands Model Y to new countries ➤ Elon Musk comments on FSD Beta Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasar
All-Hands Meeting, China Numbers, NHTSA Investigation, UBS, Vehicle Prices (06.09.22)
➤ Elon Musk tells Tesla to prepare for nutty quarter in all-hands meeting ➤ CPCA reports Tesla’s sales and production in China for May ➤ Reuters reports on June production target ➤ NHTSA elevates investigation on Tesla Autopilot ➤ New info on 4680 battery performance ➤ UBS upgrades TSLA rating ➤ Model Y spotted in new country ➤ KBB reports on vehicles price changes ➤ Switzerland cuts EV incentive ➤ White House announces EV charging plans Shareloft: https://www.shareloft.com Twitter: https://www.
4680 Model Y Deliveries, BYD Batteries, Next-Gen Cameras, China Update, Giga Press (06.08.22)
➤ Tesla supply chain news on batteries, autonomous driving hardware, China production and more ➤ Tesla begins external deliveries of Texas-made Model Y ➤ CPCA set to report May numbers ➤ Twitter plans to provide data to Musk ➤ News on IDRA Giga Press ➤ EU sets stricter emissions targets Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Exec
New Cybertruck Interior, Revenue Recognition, DFEH, Giga Press, Radar, Volkswagen (06.07.22)
➤ New interior photos of the Tesla Cybertruck show updates from prototype ➤ Target investor update may carry broader market implications ➤ FSD Beta expands significantly ➤ Musk’s Twitter financing reportedly on hold ➤ Tesla pushes back on DFEH discrimination lawsuit ➤ News from IDRA open house ➤ Filing shows Tesla still has interest in radar ➤ Volkswagen software efforts face major challenges ➤ Dealer markup on F-150 Lightning ➤ Starlink IPO update Shareloft: https://www.shareloft.com Twitter: h
Lithium Contract, Twitter Update, Texas Incentives, Apple CarPlay, Rivian Letter (06.06.22)
➤ Tesla finalizes lithium supply contract ➤ Elon Musk pushes back on Twitter in new SEC filing ➤ Tesla denied EV incentive in Texas ➤ New Tesla Energy project opens ➤ Apple unveils next-generation CarPlay interface ➤ Gates defends TSLA short ➤ Solar tariffs cut ➤ Supercharger map updated ➤ Rivian sends letter to shareholders ➤ Starlink gets permission in France Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Te
Layoffs, "Super Bad Feeling", AI Day Rescheduled, May Auto Sales, Cruise (06.03.22)
➤ Tesla lays off employees as Elon Musk reportedly has a "super bad feeling" about the economy ➤ Tesla reschedules AI Day 2 ➤ New Elon Musk interview: https://youtu.be/AeeeEDSekG8 ➤ Old Tesla referral program resurfaces ➤ May auto sales reported ➤ Cruise to begin commercial operations Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive prod
Goldman Sachs, Peak ICE, EV Adoption, Giga Press, Ford, Boring Co (06.02.22)
➤ Goldman Sachs and others react similarly after visits with Tesla investor relations team ➤ Battery cost outlook updated by Goldman Sachs ➤ Piper Sandler notices change in wait time tracker ➤ Analysis of IDRA Giga Press shipping times ➤ Bloomberg NEF releases annual EV outlook study, calls peak ICE ➤ Ernst & Young release EV adoption study ➤ EU to crack down on PHEVs ➤ Ford CEO commits to new direction ➤ The Boring Company updates Twitter: https://www.twitter.com/teslapodcast Patreon: https://w
Musk Blasts Remote Work, Texas Model Y, Panasonic 4680, Bolt, Shareloft Update (06.01.22)
➤ Elon Musk emails all Tesla and SpaceX employees about unacceptable remote work ➤ Shareloft update (previous announcement here: https://youtu.be/5KdjErsVki8) ➤ News on Texas-made Model Y ➤ Panasonic provides update on 4680 progress ➤ GM slashes price of Chevy Bolt Timestamps: 0:00 Intro 0:33 Announcement 5:27 Rest of episode Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke E
Drew Baglino Discusses Battery Industry, Shanghai Re-Opening, Cybertruck Casting (05.31.22)
➤ Tesla SVP Drew Baglino discusses battery industry growth, mining, geopolitics, Solar Roof and more: https://youtu.be/-JUlVEDitlA ➤ Mizuho releases new TSLA note ➤ Shanghai moves towards next phase of re-opening, announces action plan including EV incentive ➤ Elon Musk confirms details on IDRA Giga Press casting machine ➤ SpaceX FAA approval delayed again Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Ex
TSLA Post-Memorial Day, Credit Suisse, Shanghai Update, EV Safety & Interest (05.27.22)
➤ TSLA stock continues to rally, has the share price bottomed? ➤ Credit Suisse issues new Tesla note after visit to Fremont ➤ NHTSA seeks more information on recent Tesla fire ➤ Twitter shareholders sue Elon Musk ➤ New study shows Tesla driver safety ➤ JD Power reports on EV consideration ➤ Rivian makes leadership adjustments Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke E
Legacy Auto in China, Shanghai Ports, Jefferies, Thailand, BYD Seal (05.26.22)
➤ Legacy auto brands “could disappear” from China according to automotive CEO ➤ Jefferies reduces TSLA price target, cites Elon Musk concerns ➤ Tesla prepares for fourth ship from Shanghai ➤ Shanghai port capacity begins to normalize ➤ Tesla files for business in Thailand ➤ BYD announces more details on new BYD Seal ➤ SEC proposes more ESG disclosure requirements Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert4
Margin Update, Musk on TSLA, SEC, Berlin, Indonesia, Starlink (05.25.22)
➤ New SEC filing from Elon Musk updates Twitter financing and implications for TSLA stock ➤ Musk comments on Tesla’s valuation ➤ Reuters reports on SEC’s battle with Elon Musk ➤ Update on Giga Berlin expansion ➤ Some Tesla deliveries temporarily on hold in EU ➤ Indonesian minister comments on Tesla negotiation ➤ Volkswagen dealers share concern about new EVs ➤ Volkswagen and Stellantis resolve some emissions cases ➤ Lucid recalls most previous production ➤ Apple manager leaves for lidar company
Investing Mindset, Auto Market Updates, Shanghai, SpaceX (05.24.22)
➤ TSLA stock drops to 11-month low, hits 50% drop from previous high ➤ Discussion on investing mindset ➤ Daiwa Securities lowers TSLA price target ➤ Giga Shanghai production update ➤ Volkswagen comments on supply chain outlook ➤ Toyota cuts production forecast ➤ Tesla dominates US premium segment ➤ FSD v11 update ➤ New Tesla mobile app feature ➤ More on Idra Giga Press ➤ Gwynne Shotwell comments on Musk accusations ➤ SpaceX offers new Starlink service plan Twitter: https://www.twitter.com/teslap
Shanghai Ramp, Q2 Production, Berlin, Hot Chips, Fires, Drive-In (05.23.22)
➤ Tesla takes steps to ramp back up production at Giga Shanghai, plus a look at how Q2 production might shake out ➤ Update on Giga Berlin ➤ IDRA teases 9000-ton Giga Press ➤ Tesla set to speak at Hot Chips conference ➤ Multiple Tesla fires reported over the weekend ➤ Tesla submits plans for elaborate Supercharging station ➤ Tesla requests rule change for Texas grid Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/rober
Musk Accusation, Tesla Legal, Indonesia, Factory Updates, FSD Beta (05.20.22)
➤ Elon Musk accused of misconduct, denies allegations ➤ Tesla to set up “hardcore” legal team ➤ Report on Tesla in Indonesia ➤ Elon Musk meets with Brazilian government in Brazil ➤ Updates on Giga Shanghai ➤ Tesla reportedly adds shift at Giga Berlin ➤ Public rollout of FSD Beta 10.12 begins ➤ TSLA no longer top stock in ARK innovation fund ➤ Ford faces legal trouble in Germany Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https:
Should Tesla Buyback Stock? + FSD Beta Release Notes, Wedbush, NHTSA (05.19.22)
➤ One of Tesla’s largest shareholders advocates for stock buyback, should Tesla do it? ➤ FSD Beta 10.12 release notes leak ➤ Wedbush reduces TSLA price target ➤ California mayor discloses massive Supercharging site ➤ NHTSA investigates Tesla crash in a California ➤ Twitter execs discuss possible acquisition ➤ Bill Gates declines to comment on Tesla again Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 FSD
Musk Tweets, S&P 500 ESG, 4680 Model Y, Supercharging, California, China, FSD (05.18.22)
➤ S&P kicks out Tesla from S&P 500 ESG due to poor score ➤ Nasdaq slump continues, TSLA drops ➤ Elon Musk dives further into political Twitter ➤ Tesla prepares first 4680 vehicles for external delivery ➤ Supercharger network expansion test widens ➤ China considers adjustments to EV inventive plan ➤ Tesla becomes a top-seller in California ➤ Morgan Stanley note ➤ AI Day update ➤ FSD Beta 10.12 begins internal rollout Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/t
Signal/Noise, Musk Interview, Shanghai, Registrations, AI Day 2 (05.17.22)
➤ Staying focused through a noisy period of time ➤ Update on Tesla China ➤ Experian reports on US EV registrations ➤ Piper Sandler lowers TSLA price target ➤ Elon Musk on the the All In podcast: https://youtu.be/CnxzrX9tNoc ➤ Twitter files preliminary proxy statement on acquisition ➤ Tesla schedules a second AI Day ➤ Argo AI starts driverless testing in Miami and Austin Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/
Production Rumors, Autopilot Test, Indonesia, Uber (05.16.22)
➤ Production rumors on Giga Berlin and Giga Shanghai ➤ TSLA underperforms broader market ➤ Bridgewater Associates sells out of TSLA ➤ 4680 batteries at Tesla Automation in Germany ➤ Elon Musk hosts president of Indonesia ➤ FSD Beta 10.12 update ➤ Tesla Autopilot tested by AAA ➤ Uber adds feature for requesting EVs ➤ Tesla Semi orders ➤ Elon Musk participates in All In summit Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://t
Twitter Deal on Hold, Tesla Re-Evaluates India (05.13.22)
➤ Elon Musk announces Twitter acquisition is on hold ➤ TSLA stock rallies with market ➤ Tesla re-evaluates plans for India ➤ Shanghai officials comment on lockdown status Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer
Margin Loan, Court Ruling, PPI, Supercharging Prices, Wisconsin, SpaceX (05.12.22)
➤ Elon Musk is reportedly seeking additional equity financing to allow further adjustment of margin loan for Twitter acquisition ➤ PPI report in line with expectations ➤ TSLA volume hits 3-month high ➤ Update on Giga Shanghai production ➤ Court makes ruling in Tesla, Elon Musk lawsuit ➤ Tesla reportedly raises Supercharger prices ➤ Tesla finds delivery loophole in Wisconsin ➤ Quebec announces funding for Starlink Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive produce
A Message For Tesla Investors (05.11.22)
➤ Thoughts on the current market and TSLA stock’s decline ➤ Video with Pierre Ferragu: https://youtu.be/jWww2-JdYx4?t=324 ➤ Consumer Price Index increases above expectations ➤ Toyota operating income falls below Tesla’s, warns on materials costs ➤ Tesla begins exports from Shanghai for Q2 ➤ Elon Musk comments on next version of FSD Beta ➤ Panasonic discusses Tesla’s battery demand ➤ Volkswagen announces new EV plans for US ➤ Rivian reports first quarter earnings Executive producer Jeremy Cooke E
Musk Talks Tesla, Ridiculous Demand, China, Company X, Twitter (05.10.22)
➤ Elon Musk explains Tesla’s lead, ridiculous demand, production constraints, and more in interview with Financial Times: https://youtu.be/VfyrQVhfGZc ➤ China Passenger Car Association reports April sales and production numbers ➤ Confusing reporting on the status of Giga Shanghai production ➤ Update on German EV incentives Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Exec
Earnings Estimate Nonsense, Shanghai Update, Musk/Straubel, Twitter (05.09.22)
➤ TSLA continues falling as markets decline ➤ Morgan Stanley updates Tesla forecasts ➤ JP Morgan sends new communication on stock split ➤ Update on Giga Shanghai production upgrades ➤ Elon Musk set to speak with JB Straubel at Financial Times conference ➤ Musk meets with EU official, plans to meet President of Indonesia ➤ Twitter acquisition uncertainty rises with tech selloff ➤ Germany reportedly seeking to increase EV credits ➤ Rivian lockup period ends ahead of earnings Twitter: https://www.t
New Impact Report, Shanghai Update, Nickel, Prices, FSD Beta (05.06.22)
➤ Tesla has released their annual impact report, disclosing new information on their competitive advantages ➤ Report on Giga Shanghai suggests return to full production ➤ Tesla secures new nickel contract ➤ Tesla raises prices in Canada ➤ Elon Musk provides update on FSD Beta Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer
TSLA, Berlin Expansion, Shanghai Production, Twitter Updates, Starlink (05.05.22)
➤ Markets remain volatile as Nasdaq drops five percent to 52-week low ➤ Tesla reportedly seeking additional land to expand Giga Berlin ➤ Report on Giga Shanghai production level ➤ Tesla publishes Moss Landing video ➤ Elon Musk files updated Twitter paperwork disclosing new investors ➤ CNBC reports on Twitter CEO ➤ SpaceX announces new Starlink feature ➤ The Boring Company begins initial work on Austin-area project ➤ Lucid reports first quarter earnings Twitter: https://www.twitter.com/teslapodca
Markets & Tesla Rally on Fed Clarity (05.04.22)
➤ Stock markets rise as Federal Reserve raises interest rates ➤ Fed Chairman Jerome Powell comments on policy, economic outlook ➤ Tesla appears to add new feature to refreshed Model S and Model X ➤ Automakers report US sales declines in April ➤ Lucid earnings upcoming Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/M
China Expansion Plans, Shareholder Meeting, Twitter Re-IPO, EU, Supercharging, Apple (05.03.22)
➤ Tesla reportedly plans massive production expansion in China ➤ Elon Musk reportedly plans to re-IPO Twitter eventually ➤ Tesla schedules annual meeting, date of record ➤ Tesla seeks to hire EU public policy influencer ➤ Third-party Supercharging expansion continues in Norway ➤ Store employee compensation adjusted by Tesla ➤ Apple car update ➤ AMD beats earnings expectations Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://
Musk's Sales, Margin Call Risk, Amended 10-K, Stock Split, Shanghai, Macro (05.02.22)
➤ Discussing Elon Musk’s TSLA stock sale and the implications for Musk’s Twitter acquisition ➤ Elon Musk’s margin call risk questioned ➤ Tesla files amended 10-K annual filing, may need further updates ➤ Annual meeting not yet scheduled ➤ Updates on Tesla in China ➤ Global Equities Research note ➤ FSD Beta update ➤ Battery infrastructure funding ➤ Macro calendar Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47
TSLA Suppressed As Market Waits For Musk Clarity + Tech Earnings (04.28.22)
➤ TSLA continues to under-perform as the market waits to see if Elon Musk is selling the stock ➤ Understanding Form 4 filings ➤ Apple and Amazon post highly-anticipated earnings reports ➤ Ruling in Solar City enrichment court case ➤ Update on Shanghai ➤ Elon Musk gives insight on Twitter plans ➤ SpaceX’s Starlink has a new partner Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Co
Musk Denied By Courts In SEC Battle, Twitter Updates, Ford Earnings, Lucid (04.27.22)
➤ Market momentarily stabilizes as more earnings reports come in, including Ford’s ➤ Court rules on Elon Musk’s attempts to limit SEC settlement agreement ➤ Twitter 8-K filing discloses more details on acquisition agreement ➤ Lucid announces 100,000 vehicle order Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria
TSLA Crashes, Musk Financing Concerns, 10-Q, Stock Split, Documentary (04.26.22)
➤ TSLA stock crashes in worst day for Nasdaq in over a year ➤ New 13D filing provides more details on Musk’s Twitter financing ➤ Discussing margin call risk in relation to the Twitter acquisition ➤ Rumor on Tesla stock split ➤ Tesla files 10-Q quarterly filing ➤ Elon Musk meets with Indonesian officials on battery supply ➤ India discourages importing Teslas from China ➤ The New York Times and FX partner on Musk documentary ➤ Ford starts production of F-150 Lightning, talks EV goals Twitter: http
Twitter Accepts Offer, Funding Secured Conversations Disclosed, Leaked Gates Text, Avis, F-150 (04.25.22)
➤ Twitter announces unanimous board decision to accept Elon Musk’s acquisition offer ➤ Conversations between Elon Musk and Saudi PIF revealed in new court documents ➤ Leaked Bill Gates texts to Elon Musk confirm TSLA short position ➤ Avis adds Tesla vehicles to rental fleet ➤ Ford shares F-150 Lightning production target ➤ The Boring Company announces Hyperloop plans ➤ Scheduling update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referra
S&P Refuses Investment Grade Rating For Tesla, China Updates, Bill Gates (04.22.22)
➤ S&P Global comments on Tesla’s credit rating following Tesla’s earnings report, still refuses to upgrade Tesla to investment grade ➤ Updates on Tesla in China ➤ Bill Gates reportedly short TSLA stock Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Micha
X Holdings, Tender Offer, Earnings Analysis, Boring Company (04.21.22)
➤ Elon Musk has disclosed the formation of three companies under the name of X Holdings ➤ Analysis of the purpose of X Holdings ➤ Musk secures financing for potential Twitter tender offer — how will it affect Tesla shareholders? ➤ Analysts increase price targets following Tesla’s earnings report ➤ Further discussion on Tesla’s earnings ➤ The Boring Company raises $675M Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/r
Quick Recap: Tesla Reports Q1 Earnings (04.20.22)
➤ Quick summary of Tesla’s Q1-22 earnings report ➤ Earnings call and reaction: https://youtu.be/iEo4muI-rYg ➤ Earnings report and letter: https://youtu.be/VoA4DcktdEQ Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Rich
Preview: Tesla Q1-22 Earnings Report Expectations (04.19.22)
➤ Tesla is set to report earnings and analyst consensus estimates may be setting Tesla up for a big beat ➤ Full Q1 2022 Tesla earnings preview with Rob Maurer Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executiv
New Musk Interviews, ARK Price Target, Shanghai Reopening, Berlin, Insurance, Energy, Mobile Connector (04.18.22)
➤ Elon Musk discusses Tesla scaling to extreme scale, Tesla AI, merging companies, listing SpaceX on the public market, and much more in two new interviews ➤ Texas: https://youtu.be/YRvf00NooN8 ➤ TED: https://youtu.be/YRvf00NooN8 ➤ ARK Invest publishes new TSLA model and price target for 2026 ➤ Previous ARK video: https://youtu.be/FVnSFIpwY3o ➤ Giga Shanghai reportedly set to restart production ➤ Giga Berlin production reports by German media ➤ Piper Sandler lowers TSLA price target ➤ Tesla expa
Elon Musk Attempts To Buy Twitter For $43B (04.14.22)
➤ Elon Musk has formally submitted an offer to buy Twitter for $43 billion Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans
Lithium Pump & Dump, Questionable "Roadmap", PPI, Morgan Stanley, Ford (04.13.22)
➤ Fake report leads to pump and dump of lithium mining stock ➤ PPI report comes in higher than expected ➤ Analyzing a so-called “leaked” Tesla product roadmap ➤ Discussing the battery on Tesla’s new Model Y ➤ Morgan Stanley issues new Tesla note ➤ Ford announces launch date for F-150 Lightning and new Lincoln EV concept Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive produc
New Model Y Price, Margin Potential, CPI, Balance Sheet Discussion, Honda, Toyota (04.12.22)
➤ Tesla may be on the cusp of generating next-level margins ➤ Consumer Price Index report comes in mixed, with interesting takeaways ➤ Giga Shanghai rumors ➤ Discussing Tesla’s balance sheet in the current environment ➤ Large new Tesla location planned for St. Petersburg ➤ Honda announces electrification plans ➤ Toyota unveils specs for new EV available in North America Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/
Takeaways From Cyber Rodeo, China Updates, Pricing, US Government Meeting, Twitter Board (04.11.22)
➤ Rob Maurer discusses his thoughts after attending Tesla’s Cyber Rodeo event at Giga Texas ➤ Details on Tesla’s new Model Y variant ➤ New feature on Tesla’s Cybertruck ➤ Shanghai updates lockdown policies ➤ China Passenger Car Association reports sales and production for March ➤ Tesla raises prices in the US ➤ US government includes Elon Musk in EV meeting ➤ Elon Musk reverses course on joining Twitter’s board of directors Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patre
Cyber Rodeo Prep, China Lockdowns Continue, CATL, Volkswagen, Toyota, Rivian (04.06.22)
➤ Tesla prepares Giga Texas for Cyber Rodeo event ➤ Analyst issue notes and price target updates following Q1 delivery report ➤ China lockdowns continue to threaten production, supply chains impacted ➤ Report on Giga Berlin energy requirements ➤ CATL makes progress on factory in Germany ➤ Volkswagen discusses volume and growth plans ➤ Toyota exploring vision-only autonomous driving ➤ Rivian reports Q1 delivery and production numbers Twitter: https://www.twitter.com/teslapodcast Patreon: https://
Sales Growth in Europe, Musk Joins Twitter Board, GM-Honda Partnership, Volkswagen (04.05.22)
➤ Top markets in Europe report Q1 sales showing Tesla’s growth dominance ➤ Looking ahead at the macro calendar ➤ Tesla launches Model Y in Israel ➤ Elon Musk joins Twitter board of directors with ownership condition ➤ Morgan Stanley shares institutional investor opinions on Musk’s Twitter involvement ➤ GM and Honda announce expanded EV partnership ➤ Volkswagen struggles with OTA software updates ➤ Scheduling update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/te
Elon Musk Buys Huge Twitter Stake, Giga Shanghai Halt Continues, TSLA Rallies (04.04.22)
➤ Elon Musk has disclosed the acquisition of nearly 75 million shares of Twitter stock, making him the largest individual shareholder ➤ TSLA stock rallies after delivery report ➤ Tesla schedules Q1 earnings ➤ Giga Shanghai production halt continues despite conflicting report ➤ Giga Texas gets prepped for Cyber Rodeo event ➤ Tesla releases FSD Beta update ➤ Elon Musk comments on Supercharger margins ➤ Polestar and Hertz announce EV partnership ➤ Delivery report livestream follow up Twitter: https
Forecast: Q1 Delivery and Production Report (04.01.22)
➤ Rob Maurer discusses his expectations for Tesla’s Q1 delivery and production report, what to watch for, and what we might learn for the rest of the year ➤ GM, Toyota, Nissan, and other automakers report US sales ➤ YouTube Link: https://youtu.be/BQ1GFmsoNyE Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive pro
Shanghai Shutdown Extended, Boring Company Rumor, Solar Roof, Vision Patent, Canada (03.31.22)
➤ Tesla reportedly extends production halt at Giga Shanghai ➤ Analyzing a strange rumor on The Boring Company ➤ TSLA outperforms in Q1 ➤ Tesla reportedly stops scheduling new Solar Roof installations ➤ Patent explaining Tesla’s autonomy approach published ➤ New third-party subscription offer features Tesla ➤ Canada announces emissions reduction plan Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid pro
Mining Exec Highlights Tesla's Lead, Important Nickel Contract, Defense Act, Giga Shanghai, Credit Suisse (03.30.22)
➤ Mining executive talks about Tesla’s materials advantage ➤ Tesla reportedly closes on supply contract with major nickel producer ➤ President Biden reportedly considering Defense Production Act as soon as this week ➤ Lockdowns continue in Shanghai, impacting Tesla supplier ➤ Credit Suisse issues note ahead of delivery and production report ➤ Gene Munster discusses Tesla’s advantages on CNBC Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Re
New Giga Press, Giga Berlin, Morgan Stanley Note, FSD Beta, Geofencing, SEC (03.29.22)
➤ Tesla supplier announces event to show off new, larger Giga Press casting machine ➤ Giga Berlin continues with deliveries, including first outside of Germany ➤ Drone footage inside factory offers comparison with competition: https://youtu.be/IO5XC1x27gg ➤ Cadillac LYRIQ production: https://youtu.be/JxY8FPDB1T4 ➤ Morgan Stanley note on TSLA stock split ➤ Elon Musk comments on FSD Beta in Europe ➤ Discussing geofencing of FSD ➤ Tesla/Elon Musk respond in SEC dispute ➤ Lotus unveils all-electric
Stock Split Announcement, Karpathy, Giga Shanghai, Musk Talks Tesla Bot (03.28.22)
➤ TSLA stock rallies after stock split announcement ➤ SEC’s proposed settlement distribution plan ruled on by court ➤ Deutsche Bank ups Tesla earnings estimates ➤ Tesla’s director of artificial intelligence, Andrej Karpathy, takes a sabbatical ➤ Tesla reportedly halts production at Giga Shanghai again ➤ Elon Musk discusses Tesla Bot in new interview (https://bit.ly/3wMg8MM) ➤ Tesla applies for energy storage permit at Giga Texas ➤ NHTSA makes determination on emissions fines Twitter: https://www
Research & Development, Goldman Sachs Note, FSD Priority, LG, Musk (03.24.22)
➤ Analyzing Tesla’s research and development spending compared to competition ➤ Goldman Sachs has lowered automotive industry forecasts, but raised Tesla expectations ➤ Tesla corrects FSD loophole ➤ LG plans to invest in US battery factory ➤ Elon Musk plans to leave short-lived board stint ➤ Tesla Daily schedule update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive produce
Streak Continues, Morgan Stanley Notes, Regulatory Credits, Hertz, Shell, SpaceX (03.23.22)
➤ Tesla stock continues impressive run as broader market fades ➤ Looking ahead at the last week of Q1 ➤ Morgan Stanley shares thoughts on Tesla’s Master Plan Part 3 ➤ SEC and Tesla discussed regulatory credit reporting ➤ Hertz updates EV page to include Tesla Model Y ➤ Shell offers Tesla vehicle subscriptions ➤ Giga Texas updates ➤ Stellantis and LG announce multi-billion dollar battery factory ➤ Toyota buys back stock ➤ SpaceX raises prices on launches and Starlink Twitter: https://www.twitter.
TSLA Rockets, Giga Berlin Opens, & Elon Musk Shares Insane Growth Targets (03.22.22)
➤ Elon Musk’s comments at Giga Berlin explain why Wall Street is still not properly forecasting Tesla’s growth ➤ Tesla delivers first vehicles from Giga Berlin ➤ TSLA stock has best day in months ➤ Giga Fest Texas gets approved ➤ China delivery estimates extended again ➤ SEC responds to Tesla and Elon Musk in legal battle ➤ Nancy Pelosi discloses TSLA trading action ➤ CATL scouts battery factory locations in North America ➤ Nickel finally trades without halting on LME Twitter: https://www.twitte
Elon Musk’s “Extreme” Master Plan Extends Beyond Tesla (03.21.22)
➤ Elon Musk comments on the scope of the next “Master Plan” ➤ Tesla set for first deliveries from Giga Berlin ➤ Nickel prices returning to normalcy ➤ Jefferies issues updated TSLA note ➤ New Tesla energy project in Australia ➤ Tesla China shares new Giga Shanghai manufacturing video ➤ GM begins production of Cadillac LYRIQ ➤ Updates on SpaceX Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer W
Search Interest Spiking, China Production Updates, Supply Chain, Drones, Megapack, Lucid (03.18.22)
➤ Interest in Tesla Model Y sees unprecedented spike along with electric vehicle search activity ➤ Giga Shanghai resumes production ➤ Semiconductor supply chain pressure increases due to earthquake ➤ Tesla asks drone operators to stop filming ➤ Megapacks continue to pile up at Giga Nevada ➤ Update on FSD Beta in Canada ➤ Lucid CEO discusses pricing, supply chain issues ➤ GM recalls a small number of EV Hummers ➤ Update on The Boring Company Twitter: https://www.twitter.com/teslapodcast Patreon:
Master Plan, Part 3 (03.17.22)
➤ Elon Musk announces a Master Plan, Part 3 is in the works for Tesla ➤ Update on water supply for Giga Berlin ➤ Tesla reportedly delays $1B bond sale ➤ Conflicting report on Giga Shanghai production status ➤ London Metals Exchange reopens nickel trading ➤ Ford F-150 Lightning efficiency revealed ➤ Maserati announces EV plans ➤ The Boring Company to enter negotiations with San Antonio Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral:
Shanghai Halt, Rates, Morgan Stanley IR Meeting, Software Clues, Diess, Apple (03.16.22)
➤ Morgan Stanley tours Tesla’s Fremont factory and meets with Tesla’s investor relations team ➤ Federal Open Market Committee concludes March meeting, raises rates ➤ Giga Shanghai reportedly halts production ➤ Global Equities Research issues new TSLA note ➤ New references found in Tesla’s software ➤ Herbert Diess shares revelation regarding Tesla ➤ Apple car project update ➤ The Boring Company updates Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcas
Analyzing Tesla's Huge Price Increases, Labor Secretary, Tesla Insurance, Hardware 4 (03.15.22)
➤ Tesla implements one of their biggest price hikes ever just one week after raising prices ➤ Mixed PPI report ➤ Rumor on Tesla orders ➤ US Labor Secretary meets with Elon Musk ➤ Tesla Insurance looking to expand to two new states ➤ FSD hardware 4.0 reference reported in new software Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Tr
New Model Y? + Musk Challenges Putin, FSD Beta 10.11, China Updates, Ford, Stellantis (03.14.22)
➤ New documents show details of updated Model Y ➤ Tesla stock continues to struggle with macro headwinds ➤ Elon Musk challenges Vladimir Putin ➤ Tesla & SpaceX costs rising according to Elon Musk ➤ Tesla begins releasing FSD Beta 10.11 with many changes ➤ Some factories shut down in parts of China, other concerns increase ➤ Model S and Model X show up at Giga Shanghai ➤ US Senators advocate for Defense Production Act for battery materials ➤ Ford discusses dealerships under new business structure
Interview: Former Tesla Board Member Steve Westly (03.11.22)
➤ Former Tesla board member Steve Westly joins Rob Maurer to discuss Elon Musk, Tesla, disruption, energy, venture capital, and more Timestamps 0:00 Intro 0:45 Westly Group focus 2:50 Disruption of conservative industries 4:44 Finding Tesla 8:44 Becoming a board member 10:44 Tesla’s early / present-day ambition 14:28 Current EV landscape 17:37 Tesla’s growth 20:53 Volkswagen & China 24:08 Ford’s EV Split 28:07 Impacts of autonomy 29:23 Luminar 32:32 Tesla Energy & Solar 36:16 Regulatory policies
Price Increases, Inflation, Orders, FSD Beta, Rivian Earnings (03.10.22)
➤ Tesla raises prices in the US and China ➤ Core CPI continues to rise ➤ Tesla’s order rates reportedly spike ➤ Elon Musk provides FSD Beta update ➤ Giga Texas production continues ➤ Grimes discloses second child with Elon Musk ➤ Waymo lists vision-only challenge ➤ Rivian reports earnings with shocking operating expenses Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive produ
SEC Distribution, Giga Fest, Delivery Day, Tesla Speed, Autopilot, Ukraine, Amazon (03.09.22)
➤ The SEC finally submits Tesla settlement distribution plan after more than three years ➤ Tesla Texas Giga Fest details ➤ Giga Berlin delivery date set ➤ German politician uses new Tesla term ➤ Tesla passes BMW in the US ➤ Tesla responds to senators’ Autopilot inquiry ➤ Leaked email gives insight on Tesla’s policies regarding Ukraine ➤ Ukraine receives more Starlink terminals ➤ Porsche to halt production ➤ EPA reinstates state-level emissions policies ➤ Amazon announces stock split, share buyba
US Bans Russian Oil, Russia Plans Export Bans, China Production, SEC Settlement Pushback (03.08.22)
➤ US announces ban on import of Russian oil and natural gas ➤ EU announces plans to reduce Russian natural gas dependence ➤ Russia plans to halt exports to select countries ➤ Nickel futures pricing continues surging, ends up halted ➤ CPCA reports sales and production for Tesla in China in February ➤ Tesla & Elon Musk seek to terminate SEC settlement agreement ➤ Model Y order holders in Germany asked to confirm account details ➤ Elon Musk to speak at TED 2022 Twitter: https://www.twitter.com/tesl
Commodity Prices Surge, Musk on FSD Beta, Berlin Water, Giga Fest, GM, SpaceX (03.07.22)
➤ Nickel prices skyrocket as commodity supply chain uncertainty increases ➤ Elon Musk comments on progress of FSD Beta ➤ More information on status of Giga Berlin water supply ➤ Tesla seeks Giga Fest approval ➤ GM and POSCO announce cathode production factory plans ➤ Ukrainian President Zelensky thanks Elon Musk Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jerem
Berlin Approved, Water Supply, Production Rumors, Panasonic, Wait Times, Trinity, Sony (03.04.22)
➤ Tesla receives final approval for Giga Berlin ➤ Court rules that water supply permit needs correction ➤ Rumors on Giga Berlin and 4680 production ➤ More information on Panasonic’s reported US factory plans ➤ Elon Musk meets with Chinese ambassador ➤ Delivery wait times extended ➤ President Biden mentions Tesla again ➤ Morgan Stanley issues TSLA note ➤ Volkswagen shares more information on next-gen EV plans ➤ Sony and Honda announce intent to partner Twitter: https://www.twitter.com/teslapodcas
Rivian Backtracks, Giga Berlin, Panasonic, Plaid, Canada, Lucid (03.03.22)
➤ Rivian backtracks on price changes, apologizes to customers ➤ Tesla reportedly set to receive final approval for Giga Berlin ➤ New NHRA rule impacting Model S Plaid ➤ Elon Musk comments on FSD Beta for Canada ➤ Class action lawsuit against Tesla and Elon Musk ➤ Panasonic plans new US factory ➤ Comments on Lucid 10-Q filing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive p
Ford Splits Business, Rivian Raises Prices, Musk Comments, Lithium, Polestar (03.02.22)
➤ Ford announces split of EV and ICE business units ➤ Rivian announces significant price increases ➤ Elon Musk comments on State of the Union address ➤ Report on Giga Berlin ➤ Tesla locks in new lithium supply contract ➤ Polestar shows off roadster concept Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive produ
China Sales, Recall, Accident, Cybertruck, Waymo/Cruise (03.01.22)
➤ Expected domestic Tesla sales in China reported for February ➤ Tesla recalls a minuscule number of Model S vehicles ➤ Fatal Tesla accident after vehicle reportedly loses power ➤ Cybertruck spotted in Fremont flyover ➤ Volkswagen warns of more production halts ➤ California Public Utilities Commission issues new autonomous driving permits for Cruise and Waymo Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283
Berlin Approval Finally Happening? + Ukraine Support, Texas Model Y, Panasonic 4680, Lucid (02.28.22)
➤ Reports out of Germany indicate final approval for Giga Berlin may finally be happening ➤ More new Model Ys at Giga Texas and new VIN reported ➤ FSD Beta request button comes to Canada ➤ Tesla and SpaceX offer support to Ukraine, demonstrating their value ➤ Panasonic makes announcement on 4680 batteries ➤ Bernstein increases TSLA price target by 50% ➤ Lucid reports earnings ➤ TechMeme podcast: https://open.spotify.com/episode/14JW6x7C0YphE327sj74D7?si=895d12ca4ac84b21 Twitter: https://www.twit
Energy Independence, Plaid Motors, Model Y, SEC Updates, FSD Beta, Megapack (02.25.22)
➤ Munro & Associates astounded by examination of Tesla’s new Plaid electric motors ➤ Daiwa Securities upgrades TSLA stock rating ➤ Report of possible Texas-made Model Y VIN ➤ Elon Musk comments on insider trading investigation ➤ SEC proposes new short selling reporting requirements ➤ Elon Musk gives target for FSD Beta in Canada ➤ Tesla Energy project completed in Alaska ➤ Tesla wins JD Power award for home charging ➤ Volkswagen and Ford halt some production Twitter: https://www.twitter.com/tesl
Russian Invasion, Next Gigafactory, Texas Model Y, Court Response, Insider Trading, Farley (02.24.22)
➤ Reuters reports on imminent new factory for Tesla ➤ Volatility as Russia invades Ukraine ➤ Report on Giga Texas Model Y and EPA certification ➤ Rumored production milestone for Giga Berlin ➤ Court responds to Tesla’s letter regarding SEC’s behavior ➤ SEC reportedly investigation Musks for insider trading ➤ Ford CEO explains Tesla’s competitive advantages with brutal honesty ➤ NHTSA investigates Honda for unintended braking Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patr
Elon Musk Comments on White House, SEC, DOJ + Shanghai Expansion, Lawsuit (02.23.22)
➤ Elon Musk comments on relationship with White House, battle with the SEC, and Department of Justice investigation of short sellers ➤ Tesla stock drops to five-month low ➤ Tesla files to expand parts production at Giga Shanghai ➤ Former Tesla employee files racial discrimination and safety lawsuit ➤ SpaceX helps reconnect Tonga Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executi
SEC Accusation, Giga Berlin, Model S, Games, Software, Model Y, Fleets, Energy (02.22.22)
➤ Tesla claims SEC leaked information regarding investigation after court-filed letter from Tesla ➤ SEC responds to Tesla’s original claims ➤ Bloomberg misrepresents situation in report on Giga Berlin ➤ Tesla registers insurance company in Germany ➤ Tesla temporarily halts Model S production for upgrades ➤ Elon Musk comments on next-generation gaming progress ➤ Rumors on Tesla’s software goals ➤ Aptiv CEO explains Tesla’s software lead ➤ Tesla delivers first Model Y vehicles in the UK ➤ Strong r
4680 Production Ramp, Casting Patent, Uber Rumor, SpaceX Split, Ford, Ultium (02.18.22)
➤ Tesla shares significant 4680 battery milestone which hints at production ramp progress ➤ New Tesla casting patent published ➤ Rumor on Tesla and Uber drivers ➤ Reuters compares automotive recalls ➤ SpaceX plans to split stock ➤ Ford rumored to consider splitting off EV business ➤ Thoughts on GM’s Ultium batteries ➤ The Boring Company completes proposal for Miami tunnel Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.l
Pushback on SEC, New NHTSA Investigation, Texas Model Y, Consumer Reports (02.17.22)
➤ Tesla and Elon Musk push back on the SEC ➤ NHTSA opens new investigation into Tesla Autopilot over phantom braking ➤ More than 100 Model Y vehicles spotted outside of Giga Texas ➤ Tesla offers new retrofit in China ➤ Consumer Reports replaces Model 3 on top-recommended EV list ➤ Decision on state flexibility for emissions standards expected soon ➤ Clarification on lithium discussion Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral:
US Investigating Tesla Short Sellers + Huge Lithium Supply Contract, Hummer EV (02.16.22)
➤ United States Department of Justice reportedly investigating more short sellers for conspiracy (https://bit.ly/3JypkY1) ➤ FOMC meeting minutes published ➤ Tesla signs massive lithium contract ➤ China factory rumors ➤ Footage from inside Giga Texas posted on Snapchat ➤ NHTSA approves change to headlight regulation ➤ Tesla rapidly rising in brand consideration ➤ FSD Beta comments ➤ All-electric Hummer specs ➤ Herbert Diess “ask me anything” recap Twitter: https://www.twitter.com/teslapodcast Pat
Short Seller Returns, Musk Donates $5.5B, Reverse Summon, South Korea, SpaceX (02.15.22)
➤ Famed Tesla short seller David Einhorn discloses new short position against TSLA ➤ Elon Musk discloses $5.5 billion dollar charitable donation ➤ PPI report comes in higher than expected ➤ Reverse Summon rumored to be expanding internally ➤ CNBC reports on FSD Beta ➤ Tesla updates VIN methodology ➤ South Korea questions Tesla’s marketing and sales process ➤ GM announces production restart date for Chevy Bolt ➤ SpaceX and Starlink updates Twitter: https://www.twitter.com/teslapodcast Patreon: ht
4680 Battery Info, Texas Model Y, China Production, Potter Note, Super Bowl (02.14.22)
➤ New Model Y vehicles spotted at Giga Texas ➤ Leaked information on Tesla’s 4680 production rate and yield ➤ CPCA reports on Tesla sales and production numbers for January ➤ BYD rumored to supply Tesla with blade battery in March ➤ Tesla expands non-Tesla Supercharging ➤ Tesla increases Model Y paint prices in Germany ➤ Piper Sandler increases TSLA price target ➤ Super Bowl brings unprecedented amounts of EV advertisement Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreo
An Announcement (02.11.22)
➤ Join Rob Maurer for an announcement Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypod... Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: R
Here’s How I Think About Tesla & Inflation (02.10.22)
➤ Stock market and TSLA react to inflation news and interest rate expectations ➤ California DFEH moves forward with legal action, Tesla issues response ➤ Yet another over-the-air recall issued by Tesla ➤ Tesla China selects location for design center ➤ Tesla directors leaves for Ford ➤ Canadian automotive supply chain pressure ➤ Toyota reduces production guidance again Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/r
Giga Berlin Updates, Transportation Secretary, Heat Pump, Crashes, Model X, Roadster (02.09.22)
➤ Multiple updates on Giga Berlin approval timeline ➤ Transportation Secretary Pete Buttigieg comments on Tesla ➤ Tesla files over-the-air recall for heat pump issue ➤ Past Tesla crashes resurface ➤ Global Equities Research issues TSLA update ➤ Elon Musk comments on Model X ramp problems ➤ Franz von Holzhausen discusses Tesla Roadster progress ➤ Herbert Diess schedules Reddit AMA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: http
President Biden FINALLY Says Tesla + Senators Question Elon Musk (02.08.22)
➤ President Biden mentions Tesla for the first time in his presidency ➤ CNBC reports on steering electronic control units ➤ Berlin water supply hearing is delayed ➤ European Union to discuss new emissions standards inclusive of PHEV data ➤ Senators question Autopilot design in open letter to Elon Musk ➤ Volvo announces mega castings Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Exe
SEC Subpoena, 10-K Takeaways, China Update, App Store, Starlink (02.07.22)
➤ Tesla discloses a subpoena from the SEC in regards to corporate governance ➤ Tesla sets new capital expenditures target for 2024, adjusts deferred revenue expectations ➤ Checking in on Giga Shanghai over Chinese New Year ➤ Wall Street Journal article highlights strong Tesla demand ➤ Tesla rumored to be building app store ➤ Ford announces temporary production halts ➤ SpaceX sends team to Fiji Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla
Munro on Model S Plaid, Tesla Innovation, Ford Earnings Call, BMW (02.04.22)
➤ Munro & Associaties continue teardown of new Plaid Model S, praising Tesla’s innovation ➤ Tesla shows off Berlin paint shop processes ➤ New patent may simplify production for Tesla ➤ Ford discusses EV plans and profitability on earnings call ➤ BMW CEO comments on electrification Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy
Earnings, Tesla Passes Ford, Morgan Stanley Note, Recall, Texas, White House, Starship (02.03.22)
➤ Tesla just passed Ford on this key metric ➤ Extreme market volatility continues as major earnings reports come in from Amazon and others ➤ Morgan Stanley releases new note on Tesla ➤ Tesla issues voluntary over-the-air recall ➤ Texas receives new battery permit application from Tesla ➤ Supply constraints reportedly hit Tesla’s Solar Roof ➤ US Commerce Secretary comments on Tesla and Elon Musk ➤ Elon Musk sets time for Starship update Twitter: https://www.twitter.com/teslapodcast Patreon: https
White House Officials Comment on Tesla "Issue", Panasonic 4680, Giga NY, GM Earnings (02.02.22)
➤ White House officials comment off the record on President Biden’s refusal to acknowledge Tesla ➤ Washington Commanders use Tesla vehicles in brand launch ➤ Elon Musk’s attorney comments on Tesla “funding secured” saga due to ongoing lawsuit ➤ Panasonic provides update on 4680 battery cell development ➤ Update on Tesla’s New York factory job requirements ➤ GM reports earnings, comments on EV plans ➤ Volkswagen plans huge EV production capacity in China ➤ Apple patent renews interest in car ➤ Sp
Credit Suisse | Tesla Checks All The Boxes (01.31.22)
➤ Credit Suisse upgrades TSLA stock rating following Tesla’s Q4 earnings report ➤ Deutsche Bank issues note after meeting with Tesla Investor Relations ➤ Tesla continues to expand Supercharger pilot program ➤ New feature for Performance Model 3 in China ➤ Interactive Brokers founder shares insight on Tesla investors ➤ Chinese New Year begins Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Wh
Diving Deeper on Tesla/Amazon, Product Updates, FSD, Solar (01.28.22)
➤ Does the comparison of Tesla and Amazon’s business hold up to further scrutiny? ➤ ARK Invest returns to buying TSLA shares ➤ Tesla product updates ➤ Elon Musk comments on FSD and Tesla Solar ➤ Another piece of Tesla’s guidance ➤ Looking ahead to next week Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive prod
The Market Is Wrong About Tesla (01.27.22)
➤ Tesla stock has dropped hard after Tesla’s Q4 earnings report, here is what investors need to understand about what how TSLA is currently being priced ➤ New Cybertruck photos ➤ Moody’s upgrades Tesla’s debt rating Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer J
Recap: Tesla Reports Q4-21 Earnings (01.26.22)
➤ Rob Maurer recaps Tesla's Q4-21 earnings report and conference call ➤ Earnings report reaction: https://youtu.be/7Spfjjm2Vss ➤ Earnings call and reaction: https://youtu.be/pirz73JTD-Y Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive produce
Preview: Tesla Q4-21 Earnings Report (01.25.22)
➤ Rob Maurer previews Tesla's Q4 earnings report with detailed forecasts and consensus estimates ➤ YouTube link: https://youtu.be/aH9XycsAjrk Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richar
Wild Market Volatility, New Cybertruck, Supercharging, Lawsuit, Panasonic (01.24.22)
➤ Leaked photos and videos of new Cybertruck prototype show new details ➤ Wild market volatility continues heading into huge week ➤ Rumor on Tesla Supercharging rates ➤ Tesla files lawsuit against investment bank ➤ Tesla’s Fremont factory recognized for production level ➤ International updates ➤ Report on Panasonic’s 4680 battery cell progress ➤ Lamborghini talks EV plans ➤ GM plans new insurance offering ➤ Rob on Hyperchange: https://youtu.be/mcPZp-E96MA Twitter: https://www.twitter.com/teslapo
Live: Tesla Discussion, Markets & Netflix, Q&A (01.21.22)
Join Rob Maurer for a live discussion and Q&A on Tesla. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock
VW CEO Admits Targets “Close to Impossible", Tesla Insurance Expansion, Steel Dynamics, Cold Weather (01.20.22)
➤ Volkswagen CEO Herbert Diess comments on Volkswagen’s electrification plans, supply chain, and more ➤ Tesla expands insurance offering to more states ➤ Steel Dynamics comments on Tesla supply rumors ➤ Tesla files for registration of new trademark ➤ Canadian Tesla owners voice issues with new cold weather updates ➤ Elon Musk comments on air suspension feature Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert4728
Berlin Vehicles in Norway, New Potter Note, Solar Roof, Safety Score, Toyota, Ford (01.19.22)
➤ Vehicles produced at Giga Berlin spotted outside the country ➤ Piper Sandler analyst Alex Potter issues updated note ahead of Tesla’s Q4 earnings report ➤ Tesla updates Solar Roof financing ➤ Elon Musk comments on Tesla Safety Score expansion ➤ Toyota cuts production plans, lowers guidance due to semiconductor shortages ➤ Ford to recognize huge gain from Rivian investment Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts
Analyst Note Demonstrates Tesla's Upside, Macro, Ford, Stellantis, Dawn Project (01.18.22)
➤ New TSLA note from Credit Suisse demonstrates why the market is missing the story on Tesla, again… ➤ Nasdaq continues to struggle as yields rise ➤ Tesla increases price of FSD in the United States ➤ Following up on graphite supply chain ➤ Ford partners with ADT to copy Tesla ➤ Stellantis CEO spreads doubt on EVs ➤ CNBC interview Dan O’Dowd about Dawn Project Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert4728
Ad Campaign Attack, Autopilot Safety Analysis, FSD Beta, Law Firm, NHTSA, Gigafactory Updates (01.17.22)
➤ Tesla is criticized in full-page ad in the New York Times ➤ Analyzing Tesla’s newest safety data ➤ FSD Beta 10.9 rollout, plus news on expansion ➤ Tesla reportedly asks law firm to fire lawyer from past SEC case ➤ NHTSA in discussion with Tesla over heat pump issues ➤ Important updates from Giga Texas ➤ Elon Musk discusses Berlin travel plans ➤ Supply chain updates ➤ Ryzen processor confirmed to impact vehicle range ➤ Indian state courts Tesla Twitter: https://www.twitter.com/teslapodcast Patr
Model Y Updates, Giga Berlin, Dogecoin, China Rates, Cybertruck (01.14.22)
➤ Tesla updates Model Y in European design studio ➤ Performance Model Y vehicles spotted at Berlin factory ➤ Elon Musk rumored to visit Giga Berlin ➤ Tesla begins accepting Dogecoin on select merchandise ➤ More videos on Giga Shanghai vehicle exit rate ➤ Additional thoughts on possible Cybertruck delay ➤ Nasdaq will be closed on Monday, January 17 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid produ
Cybertruck Reports, Automaker Shutdowns, China Production, Tesla Court Case, UI, Macro (01.13.22)
➤ Media reports on Cybertruck delays ➤ US government reports PPI, initial jobless claims ➤ Automakers halt vehicle production in China ➤ China MIIT reports Tesla December production ➤ Model Y sales rank well in China ➤ Ford hits $100B valuation ➤ Tesla request rejected in court ➤ Elon Musk comments on new Tesla UI Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jer
Inflation Outlook, Tesla's Speed, Analyst Updates, Factory News, China, Volkswagen (01.12.22)
➤ Tesla puts one of their main competitive advantages on display ➤ Discussing US inflation report and near-term outlook ➤ Analyst updates from Morgan Stanley and Global Equities Research ➤ Brandenburg Economic Minister Jörg Steinbach comments on Giga Berlin water supply case and factory approval ➤ Update on Giga Texas ➤ More information on China sales ➤ Volkswagen reports full-year EV sales ➤ Tesla adjusts Model X Plaid options ➤ Elon Musk comments on Tesla in India ➤ Tesla schedules Q4 earnings
Ridiculous Solar Proposal, Cold Weather Update, China Sales, Berlin, Texas, Macro (01.11.22)
➤ Tesla is pushing back on a California proposal which could hurt the entire US (https://bit.ly/3neQ47q) ➤ Update on macro environment ➤ Update on Tesla cold weather performance ➤ CPCA reports Tesla China sales for December ➤ Timeline for Giga Berlin water dispute resolution ➤ New equipment spotted at Giga Texas ➤ GM launches new financial product Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid produ
FSD Pricing Discussion, Tesla Energy Growth Plan, Analyst Updates, Nickel Supply, Shanghai, Cold Weather (01.10.22)
➤ Discussing Tesla’s recent decisions ahead of the Q4 earnings report and product roadmap update ➤ Marco economic calendar check ➤ Tesla reportedly discusses aggressive growth plan for Tesla Energy, Megapack updates ➤ Analyst updates from Wedbush, Goldman Sachs, Morgan Stanley, and Global Equities Research ➤ Tesla secures US-based nickel contract ➤ Giga Shanghai output videos ➤ Reports of cold weather issues Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladail
Apple Adds Tesla to Peer Group, Tesla Semi, Berlin Temporary Approval, CATL (01.07.22)
➤ Apple adds Tesla to peer group ➤ TSLA stock continues to fall alongside tech/growth ➤ Megacharger spotted at Pepsi facility, new Semi rumors ➤ Giga Berlin granted new temporary approval ➤ CATL factory near Giga Shanghai reportedly progressing rapidly ➤ TSLA investor has shares seized by government after fraud charges ➤ UK Model Y update ➤ Tesla safety video: https://youtu.be/5Y0PUqFhBWE ➤ Toyota talks solid-state battery plans Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.
Confusion on Tesla China Reporting + AMD Retrofit, Tesla Megapack (01.06.22)
➤ Clarification on Tesla Giga Shanghai workforce reporting ➤ Report on Giga Texas ➤ IG Metall sets up shop near Giga Berlin ➤ News on possible processor retrofitting ➤ Tesla performs well in UK in 2021 ➤ Tesla unveils Megapack project in Texas Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Mar
Markets Tank, TSLA Follows, Gigafactory Updates, Lawsuit, Silverado EV, Amazon (01.05.22)
➤ Nasdaq has worst day in nearly a year, continuing massive two-day decline ➤ Comparing TSLA stock performance to previous similar periods ➤ Federal Reserve releases December meeting minutes ➤ Updates on Giga Berlin and Giga Shanghai ➤ Update on Nikola Motors lawsuit of Tesla ➤ Redwood Materials announces partnership involving Tesla Gigafactory ➤ GM announces all-electric Silverado pickup and two other EVs at CES ➤ Amazon and Stellantis announce interesting partnership ➤ Sony announces intent to
Why Tesla Dropped as Ford & GM Popped + Tesla China Criticism, Solar News (01.04.22)
➤ TSLA stock drops after big start to the year, Ford and GM lead S&P 500 ➤ Ford announces increased EV production plans ➤ GM loses top market share position ➤ Tesla criticized for actions in China ➤ More analyst updates ➤ Latest on the status of the EV tax credit ➤ Daimler unable to complete recall Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Execut
Huge Day for Tesla as Markets React to Q4 Delivery Report (01.03.22)
➤ TSLA stock sees biggest dollar gain ever after reporting Q4 deliveries and production ➤ Analysts react to Tesla’s report with a mix of hesitation and price target increases ➤ More information on Tesla’s Model S recall ➤ California PUC change may hamper solar adoption: https://bit.ly/3pMTPCC ➤ Tesla tops the market in Norway, Switzerland ➤ Giga Texas may soon start production ➤ Apple surpasses $3T valuation Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladail
Analyzing Tesla's Excellent Q4 Delivery/Production Report (01.02.22)
➤ Join Rob Maurer for a discussion on Tesla's Q4-21 delivery and production report Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive produ
Q4-21 Delivery and Production Estimates (12.30.21)
➤ Rob Maurer walks through estimates for Tesla’s Q4 delivery and production numbers and how they may compare to Wall Street’s consensus expectations Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Micha
Musk Completes Stock Sale, 3/Y Hardware Updates, New Partnerships, Northvolt, Waymo (12.29.21)
➤ Elon Musk finally concludes sale of TSLA stock ➤ Looking ahead at the schedule for the rest of the year ➤ Tesla makes some hardware changes on Model 3 and Model Y ➤ German hypermarket chain announces Supercharging plans ➤ Tesla sponsors Formula SAE ➤ Australian publication awards Tesla Model 3 ➤ Northvolt begins battery production ➤ Waymo announces new OEM partnership ➤ Hyundai adjusts hydrogen plans Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodca
Lex Fridman Interviews Musk, Analyst Notes, China Updates, Hyundai (12.28.21)
➤ Elon Musk discusses Tesla autonomy and Tesla Bot with Lex Fridman: https://youtu.be/DxREm3s1scA ➤ Argus Research raises TSLA price target ➤ Wedbush reiterates TSLA price target ➤ Global Equities Research visits Fremont factory ➤ China domestic December sales teaser ➤ China set to change foreign investment rules ➤ Hyundai closes engine development division Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 P
Production Capacity, FSD Beta 10.8, New UI, Model X, Berlin, Long Tailpipe (12.27.21)
➤ Discussion on Tesla’s production rate at Giga Shanghai after new drone flyover videos: https://youtu.be/VvVJcW6gN5I ➤ Tesla releases FSD Beta 10.8 and new user interface in holiday update ➤ Refreshed Model X update ➤ New employee comments on Giga Berlin battery production ➤ Tesla Megapack project in Hungary ➤ Yale University studies vehicle supply chain emissions: https://bit.ly/3EylCL5 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Refer
TSLA, Consumer Reports, NHTSA, FSD Beta, Shipping, Graphite, Charging (12.23.21)
➤ Consumer Reports criticizes Tesla’s driver monitoring implementation ➤ Elon Musk continues selling TSLA stock ➤ NHTSA comments on Tesla investigation ➤ News on FSD Beta 10.8, premium connectivity ➤ Tesla signs huge shipping contract ➤ Tesla agrees to graphite supply contract ➤ Grant application may hint at future Supercharger strategy ➤ Rear-wheel drive Model Y on EPA site for 2022 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral:
Musk on Babylon Bee, Comments on Stock Sale, Berlin Documents, Software Updates, NHTSA (12.22.21)
➤ TSLA stock has best day since Elon Musk began selling stock ➤ Musk clarifies stock sale intentions in Babylon Bee interview ➤ German state comments on Giga Berlin status ➤ Tesla software updates ➤ Fremont Fire Department called to Tesla Fremont facilities ➤ NHTSA opens another investigation of Tesla Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Exe
Deutsche Bank Meeting, Holiday Software Update, Emissions Requirements, IIHS, Semi (12.21.21)
➤ Deutsche Bank investor note covers meeting with Tesla on 4680 batteries, margins, FSD Beta and more ➤ Tesla releases firmware version 2021.44.25 ➤ EPA releases new emissions requirements through 2026 ➤ IIHS tests Tesla Model Y safety ➤ New customers orders 10 Tesla Semis ➤ Tesla adds wireless charger to shop ➤ Nikola settles with SEC Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why
Is Musk Done Selling? + EV Tax Credit, Guggenheim, Texas, Berlin, Old Batteries, Nio ET5 (12.20.21)
➤ Elon Musk comments on his tax bill for the year leading to questions on the status of his stock sale ➤ Guggenheim initiates coverage of Tesla stock ➤ Update on the status of the US federal EV tax credit ➤ Elon Musk gives timeline for Giga Texas party ➤ Brandenburg prime minister comments on Giga Berlin approval ➤ Tesla using old batteries in new inventory vehicles ➤ Chinese battery supplier reportedly agrees to supply deal with US automaker ➤ Couple delivers baby in a Tesla en route to hospita
Musk Attacked in Warren Ad Campaign, "Investor" Lawsuit, Product Updates, Texas, Tax Credit, Rivian Earnings (12.17.21)
➤ Lawsuit filed against Tesla for Elon Musk’s recent tweets ➤ Senator Elizabeth Warren takes out ads against Elon Musk ➤ Tesla launches insurance product in another state ➤ New features for refreshed Model S/X ➤ Elon Musk comments on eventual Giga Texas size ➤ Fremont Police Department provides update on shooting ➤ Update on US federal EV tax credit status ➤ Catching up on Elon Musk’s stock sale ➤ GM delivers first EV Hummer ➤ Rivian files first earnings report Twitter: https://www.twitter.com/t
Toyota Suddenly Backtracks on EVs, Elon Musk Stock Sale, Tesla to Accept Doge (12.14.21)
➤ Toyota suddenly backtracks on past electric vehicle comments, updates EV targets ➤ Elon Musk continues TSLA stock sale ➤ Daiwa Capital Markets increases TSLA stock price target ➤ Tesla will begin accepting Dogecoin on merchandise ➤ Fremont Police Department investigating suspicious death at Tesla factory ➤ Elon Musk responds to Senator Elizabeth Warren Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plai
TSLA Stock Continues Dropping, Elon Musk Recognized by TIME, Tesla Product Updates (12.13.21)
➤ TSLA stock closes below $1,000 per share for first time since October ➤ Elon Musk recognized as TIME person of the year (https://bit.ly/3DQ5xQv) ➤ Hardcore History with Elon Musk: https://youtu.be/T_Fa50Zc_3Y ➤ Tesla China November production numbers reported ➤ Tesla Semi may have started test production ➤ Tesla updates Roadster webpage ➤ Elon Musk comments on Cybertruck prototype ➤ Model 3/Y top premium segment in the US ➤ Tesla releases FSD Beta 10.6.1, Musk comments on 10.7 ➤ New merchandis
New Cybertruck Prototype Spotted + Tesla Halts S/X Orders Outside North America (12.10.21)
➤ Drone flyover spots new Cybertruck prototype on Tesla's Fremont test track (https://youtu.be/8NkRT_y9zms) ➤ Elon Musk jokes about quitting ➤ New Form 4s for Elon Musk's TSLA stock sale ➤ Tesla stops taking orders for Model S/X outside of North America ➤ Mary Barra discusses GM's EV position ➤ Department of Justice investigating short selling hedge funds Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Pla
Elon Musk Laughs Off Tesla Bear Case, Investor Meetings, NHTSA, China, Energy, Volkswagen (12.09.21)
➤ Elon Musk responds to Tesla bear case ➤ Tesla reportedly meets with buy-side investors, shares details on Giga Berlin and Giga Texas ➤ NHTSA in contact with Tesla in regard to some screen functionality while driving ➤ China Passenger Car Association releases year-to-date by model sales ➤ Tesla partners with Genex on Australian battery project ➤ Missy Cummings back in the news ➤ Volkswagen and Herbert Diess resolve recent uncertainty Twitter: https://www.twitter.com/teslapodcast Patreon: https:
November China Sales, Street-High Price Target, Teaser, Texas, 3/Y Features, Plaid, Energy (12.08.21)
➤ China Passenger Car Association reports Tesla China sales for November ➤ New street-high TSLA price target ➤ Tesla China teases announcement on December 10 ➤ More activity at Giga Texas ➤ Possible feature and hardware updates for Model 3 and Model Y ➤ Model S Plaid shows better charging capability ➤ Neoen and Tesla activate Victorian battery project ➤ Update on US federal EV tax credit ➤ President Biden tweet references Tesla ➤ Ford F-150 Lightning update Twitter: https://www.twitter.com/tesla
Musk Discusses Cybertruck, Tesla Bot, Neuralink, Starship and More + UBS Note, Mobileye IPO, Volkswagen (12.07.21)
➤ Elon Musk joins The Wall St. Journal CEO Council to discuss Cybertruck, Tesla Bot, Neuralink, Starship and more (https://youtu.be/lSD_vpfikbE) ➤ UBS issues updated analyst note, increases TSLA price target ➤ China November sales numbers expected soon ➤ Giga Texas activity increasing ➤ Model Y RWD order holders asked to update configuration ➤ Intel plans to IPO autonomous driving unit Mobileye ➤ Reports on Volkswagen management and possible Porsche spinoff Twitter: https://www.twitter.com/tesla
Reported SEC Investigation, Autonomy Exposé, FSD Beta 10.6, Giga Berlin, Charging, Rivian, Lucid (12.06.21)
➤ Tesla reportedly under SEC investigation regarding Tesla Solar ➤ Ford clarifies F-150 Lightning timeline ➤ RBC Capital increases TSLA price target ➤ Elon Musk to be interviewed on Wall St. Journal’s CEO Council (https://on.wsj.com/3GiJ14p) ➤ New York Times publishes exposé on Autopilot / FSD development ➤ Tesla releases FSD Beta 10.6, update on lockout ➤ Report on court hearing possibly impacting opening date for Giga Berlin ➤ Supercharger / Megacharger updates ➤ First set of Rivian price targ
New Cybertruck Variant, Stock Sale Update, FSD Beta 10.6, Mobile App, Recall, Megapack (12.03.21)
➤ Elon Musk announces new version of the Cybertruck and confirms feature ➤ Catching up on Elon Musk’s TSLA stock sale ➤ FSD Beta 10.6 timeline ➤ Tesla mobile app update ➤ Model Y recall in China ➤ Megapacks spotted in large numbers at Giga Nevada ➤ Tesla supplier discusses Giga Press on earnings call ➤ Ford reportedly delays F-150 Lightning deliveries Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid p
China November Sales Rumor, Volkswagen/Diess, S&P Rebalancing, Cyber Products (12.02.21)
➤ Rumored Tesla China sales for November look strong in context of previous quarters ➤ Handelsblatt reports latest news on Volkswagen / Herbert Diess future ➤ Discussion on upcoming S&P 500 rebalancing ➤ Tesla adds a number of “cyber” related products to their store Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Execu
CEO Accidentally Explains Tesla’s Huge Lead, Retracted Shanghai Report, Labeling, Lawsuit, Honda (12.01.21)
➤ Tesla’s lead in electric vehicles is unwittingly highlighted by Stellantis CEO in interview ➤ Giga Shanghai production report is redacted ➤ Tesla’s Director of AI tweets about auto-labeling process ➤ Verdict in Tesla lawsuit in Norway ➤ Report on Porsche Taycan battery issues ➤ Honda CEO pushes off electrification Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer J
Musk Emails SpaceX Employees About Bankruptcy Risk, Tesla Giga Press Partnership, Giga Texas, Tax Credit, Follow-Ups (11.30.21)
➤ Leaked Elon Musk email to employees highlights “genuine risk of bankruptcy” amid engine production challenges ➤ Tesla Giga Press supplier discusses design process, Tesla’s ambitious targets, broader automotive adoption ➤ New comments from Michigan senators on US federal EV tax credit status ➤ More information on approval process for Giga Texas ➤ Further discussion of Mary Barra’s comments ➤ Following up on Giga Berlin works council efforts ➤ Rooftop solar hits milestone in South Australia Twit
Gigafactory Updates, Leaked Musk Email, GM Denies Tesla Leadership Position, Product Roadmap, Price Targets (11.29.21)
➤ Rumors/reports on Tesla’s factories in Berlin, Shanghai, and Texas ➤ New street-high price targets on TSLA stock ➤ Leaked Elon Musk email to Tesla employees ➤ GM CEO Mary Barra denies Tesla’s leadership position: https://youtu.be/-XGGlQPvT1s ➤ Elon Musk comments on Cybertruck, plans product roadmap update ➤ Nissan announces electric vehicles roadmap for 2030 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert4728
Billion Dollar Funding Rejected by Tesla, Giga Shanghai Expansion, Part/Price Updates, Rivian (11.26.21)
➤ Stock market drops on new concerns ➤ Catching up on Elon Musk’s ongoing TSLA stock sale ➤ Tesla declines over $1B in funding for battery factory in Germany ➤ Tesla reportedly expanding Giga Shanghai ➤ First made-in-China Model Y Performance vehicles are delivered ➤ New part updates ➤ Price increases in China and Canada ➤ Rivian reportedly delays R1S Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid p
Unionization in Berlin? + Volkswagen to Meet on Diess, Waypoints, Megacharger, England (11.23.21)
➤ Tesla workers in Berlin plan to establish election committee for works council ➤ Volkswagen supervisory board reportedly meet on CEO Herbert Diess’s future ➤ Tesla adds stops feature in new software update ➤ Musk comments on Model S in China ➤ New permit for Tesla Megacharger ➤ Tesla appoints new legal counsel ➤ England establishes EV charging requirements ➤ Japan adjusts EV incentives ➤ GM starts production of all-electric Hummer, sets delivery date target Twitter: https://www.twitter.com/tes
Elon Musk Gives “Final Warning”, Leaked Email, Giga Berlin & Texas Updates (11.22.21)
➤ Elon Musk comments on JP Morgan lawsuit ➤ Leaked Elon Musk email gives insight into management style ➤ Updates on Giga Berlin as public commentary period ends ➤ Tesla files registration paperwork for Giga Texas ➤ Tesla starts education program in Austin ➤ Discussion on CNN’s review of Tesla’s FSD Beta ➤ IDRA Group to hold open house (https://bit.ly/3nF1UIv) ➤ GM provides production update on Chevy Bolt Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypod
Interview: Tesla's Position of Strength w/ Alex Potter (11.20.21)
Alex Potter joins Rob Maurer to discuss the strength of Tesla's business, excellent Q3 results, challenges for competitors, short to long-term outlooks, valuation methodology, various business lines, FSD Beta, Tesla Insurance, Rivian, Lucid, and more. 0:00 Tesla's Q3 results 3:35 Tesla's margins 8:51 Legacy automaker challenges 12:12 EV awakening & secondary impacts 20:50 Can Tesla's growth rate accelerate? 25:39 Is this a transitory period? 30:18 Structural profitability 33:12 Tesla compared to
TSLA Closes Strong, Split Speculation, Tesla Energy, Berlin, Biden, Lawsuits (11.19.21)
➤ TSLA stock finishes the week up 10% ➤ Speculation running rampant of potential TSLA stock split ➤ Wedbush Securities raises TSLA price target ➤ Tesla discloses Powerwall installations ➤ New Megapack project in the UK ➤ Giga Berlin activity update ➤ Budget containing US federal EV tax credit moves to next step ➤ President Biden comments on EV progress ➤ Tesla updates Model 3 in China ➤ Updates on lawsuits against Tesla ➤ New Tesla app update ➤ Volkswagen production ➤ SpaceX update ➤ Schedule up
JP Morgan Sues Tesla, NTSB Concludes Investigation, Musk Sale Continues (11.16.21)
➤ JP Morgan is suing Tesla in relation to disagreement regarding “funding secured” saga (https://bit.ly/3niGY9X) ➤ Elon Musk continues selling TSLA stock as more options are exercised ➤ NHTSA confirms information request on FSD Beta collision ➤ NTSB concludes 2020 Tesla investigation ➤ Update on US federal EV tax credit timeline ➤ Volkswagen makes changes in China ➤ Investment funds add Tesla stock ➤ Infrastructure bill changes headlight laws Twitter: https://www.twitter.com/teslapodcast Patreon
Musk Explains Stock Sale, Excellent China Production, Semi Updates, Starlink, Toyota (11.15.21)
➤ Elon Musk explains the mechanics of his ongoing sale of Tesla stock ➤ Reported China production numbers ➤ Tesla Semi spotted charging, Musk comments on Pepsi deliveries ➤ Starlink receivers spotted at Tesla locations ➤ Toyota teams up with other companies on engine development ➤ Canada comments of US EV credit structure ➤ Motor Trend selects 2022 car of the year Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert
More Price Increases, Stock Sale Passes 5M Shares, China Model Y Update, Beta 10.5, Norway (11.12.21)
➤ Elon Musk continues selling TSLA stock ➤ Tesla raises prices for the fourth time this quarter ➤ Model Y range and acceleration updated in China design studio ➤ Elon Musk gives an update on FSD Beta 10.5 ➤ Tesla sales in Norway Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executi
First FSD Beta Collision Reported, Latest on Musk Sale, New Feature, S/X Updates, Tax Credit (11.11.21)
➤ First FSD Beta crash reported to NHTSA ➤ Catching up on the remaining Form 4’s filed by Elon Musk to sell TSLA stock, and where things go from here ➤ Updates to Model S and Model X expected delivery timelines ➤ Jay Leno’s Garage featuring Model S finally airs ➤ New feature coming to Tesla vehicles ➤ More police fleets adopt Teslas ➤ Update on US federal EV tax credit Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/r
Musk Reports Sale of Tesla Stock, Rivian Completes IPO, Texas Land, China Model Y, BMW, Emissions (11.10.21)
➤ Elon Musk files Form 4 disclosing sale of Tesla stock, but some uncertainty remains ➤ Bank of America increases TSLA price target ➤ Elon Musk tied to new land purchase in Texas ➤ Wait times grow for Model Y in China ➤ Rivian completes initial public offering as shares soar ➤ BMW resorts to incomplete vehicles due to supply issues ➤ Select governments and automakers commit to zero-emissions vehicles while others abstain ➤ Nvidia shares more details on next-generation autonomous driving product
TSLA's Biggest Drop: Did Musk Sell? + Infrastructure Bill, Hertz, FSD Hardware, Tesla Canada, Legacy CEOs (11.09.21)
➤ Tesla’s valuation drops by nearly $150B in one day, its biggest single-day drop ever ➤ Was the drop driven by Elon Musk selling stock? ➤ Congress passes trillion dollar infrastructure bill ➤ Hertz completes re-listing on Nasdaq, comments on Tesla deal ➤ Tesla begins replacing cameras for FSD in older vehicles ➤ Quebec confirms discussions with Tesla ➤ Tesla Toronto Automation ➤ Ford / Volkswagen CEOs comment on Tesla ➤ Rivian prepares for IPO Twitter: https://www.twitter.com/teslapodcast Patre
Elon Musk's Stock Sale Explained, Q4 Production Outlook, Analyst Updates, Tesla Semi, Price Changes, Energy (11.08.21)
➤ Elon Musk has committed to selling 10% of his Tesla stock after conducting a Twitter poll — here are the important details behind this decision ➤ Numbers reported in China suggest a massive Q4 may be materializing ➤ Multiple analysts increase TSLA price targets ➤ PepsiCo CEO discuss Tesla Semi plans and timeline ➤ Tesla increases prices yet again ➤ Tesla granted important energy permit Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referr
Interview: Tesla's Exciting Path Forward with Pierre Ferragu (11.05.21)
Pierre Ferragu of New Street Research joins Rob Maurer on Tesla Daily to discuss Tesla's excellent Q3 results, Tesla Insurance, FSD Beta, battery strategy, outlook for 2022, and more. Timestamps: 0:00 Intro 0:28 $1,298 TSLA price target 1:51 Reaction to Tesla's Q3 earnings and TSLA price run 11:49 4680 battery game theory 20:20 Thoughts on FSD Beta 24:50 Tesla Insurance 39:02 Institutional investor discussions 40:40 Supply chain and 2022 outlook You can find Pierre on Twitter @p_ferragu New Stre
China Production Rumors, EV Credit Changes, 4680's, FSD Beta, SpaceX (11.04.21)
➤ Rumors surface on Tesla’s production rate at Giga Shanghai ➤ Tesla removes 0% down financing option ➤ TSLA sets another all-time high closing price ➤ New changes made to EV tax credit proposal ➤ Panasonic shares more details on plans for 4680 batteries ➤ Elon Musk tweets about new features, FSD Beta updates ➤ GM’s Cruise completes first driverless ride ➤ Update on Hong Kong Tesla Fest ➤ More info on Volkswagen ➤ SpaceX update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.p
TSLA Rises After Fed Meeting, Uber “Partnership”, China Factory, Volkswagen, Rivian IPO (11.03.21)
➤ Stock markets, TSLA stock rise after Federal Reserve meeting ➤ Details on reported Tesla / Uber partnership ➤ Factory rumors for Tesla in China ➤ Tesla Canada shares video highlighting employees and various projects ➤ Internal Volkswagen conflict continues ➤ Rivian IPO filing reveals new details Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executi
Musk Says No Hertz Contract, Avis Comments, FSD Beta OTA Recall, Vehicle Updates, Berlin/Texas (11.02.21)
➤ Elon Musk says Tesla and Hertz have not agreed to a contract yet ➤ Rental company Avis is asked about the Hertz order on earnings call ➤ Tesla files recall related to FSD Beta rollback on version 10.3 ➤ Tesla makes a number of design studio updates, including range and acceleration changes ➤ Elon Musk laments regulatory barriers in Berlin ➤ Battery equipment spotted at Giga Texas Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: ht
Opening Supercharger Network, New Solar Roof Tile, Lithium, Financing, Tesla Fest, EV Credit (11.01.21)
➤ Tesla just unlocked a hidden revenue stream worth billions of dollars ➤ TSLA rally continues as Tesla stock closes at all-time high ➤ Tesla reportedly updates Solar Roof solar tiles ➤ Tesla locks in lithium supply contract ➤ New financing option introduced in China ➤ Tesla Hong Kong teases “Tesla Fest” next week ➤ Model Y “coming soon” to Hertz? ➤ Latest news on the US federal EV tax credit ➤ BMW CEO makes some interesting comments ➤ Black Cybertruck photo? ➤ Current & former Tesla board membe
Battery Supply Rumors, Pushback on Union EV Credit, Model Y/X Updates, Toyota EV (10.29.21)
➤ TSLA stock closes out the week with a 22% gain ➤ Report on Tesla battery supply for 2022 ➤ Performance Model Y spotted at Giga Shanghai ➤ New Model X info from EPA documents ➤ Tesla files recall for small number of Model 3 / Model Y vehicles ➤ Republican senators push back on union EV tax credit ➤ Toyota unveils new electric vehicle Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why E
EV Tax Credit Update, China October Sales, NTSB & NHTSA, Volkswagen, Fiat Chrysler (10.28.21)
➤ White House release new $1.75T budget framework ➤ Detailed framework (pg. 1,240): https://bit.ly/3nDhx1P ➤ Rumor on Tesla China sales for October ➤ NTSB chair comments on NHTSA and Missy Cummings ➤ Volkswagen CEO reschedules investor meeting due to works council conflict ➤ Fiat Chrysler emissions scandal update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jere
New TSLA Price Target, GM's Misleading Comments, New Features, Hertz, Ford, Lucid (10.27.21)
➤ TSLA stock gets price target increases from Goldman Sachs, Citigroup, and Piper Sandler ➤ GM announces Q3 earnings, CEO Mary Barra comments on electric vehicles plans ➤ Ford announces Q3 earnings, raises outlook ➤ Hertz partners with Uber & Carvana, Hertz CEO shares more insight on Tesla order ➤ Ron Baron shares most recent thoughts on Tesla stock ➤ Sentry Mode updates ➤ FSD Beta news ➤ EV tax credit update ➤ Lucid Air battery pack size revealed Twitter: https://www.twitter.com/teslapodcast Pa
Dojo Whitepaper, China Production, Q4 Outlook, New Colors, 10-Q (10.26.21)
➤ Tesla publishes Project Dojo whitepaper which Elon Musk notes “is more important than it may seem at first” ➤ Tesla China production report and implications for Q4 production numbers ➤ New Tesla colors show up in app ➤ Tesla reportedly expands regulatory credit partnership in Europe ➤ New details from Tesla’s 10-Q filing ➤ Update on NHTSA’s Tesla investigation ➤ More information on Hertz’ Tesla order ➤ Lucid prepares to begin deliveries Twitter: https://www.twitter.com/teslapodcast Patreon: ht
Live Replay: Tesla Crosses $1 Trillion | Hertz, Pricing, Beta Rollback & More + Q&A (10.25.21)
➤ Join Rob Maurer for live discussion on Tesla stock’s biggest day ever and all the news from the last few days Timestamps: 0:00 Tesla hits $1T 2:00 Hertz / Tesla deal 13:50 Tesla price increases 18:13 FSD Beta 10.3 rollback 20:30 Morgan Stanley price target increase 22:55 Tesla's 10-Q filing 24:03 Tesla China R&D 25:33 Cybertruck 27:13 Panasonic 4680 batteries 28:16 NTSB letter to Tesla 29:29 Rivian deliveries / production rate 30:51 NHTSA update 31:45 Tesla European sales 32:24 Celebrating $1
$910 TSLA! + Credit Rating Upgrade, Toyota, Apple, SpaceX (10.22.21)
➤ TSLA stock sets a new all-time high ➤ S&P upgrades Tesla credit rating ➤ Toyota continues to talk down EVs ➤ New reports on Apple’s EV project ➤ BYD battery rumors ➤ SpaceX update ➤ Conversation with Dave Lee: https://youtube/8_sgl9me_q0 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria K
TSLA All-Time High Close, Analyst Reactions, Berlin Delay, FSD Beta, NHTSA (10.21.21)
➤ TSLA stock reaches highest closing price ever ➤ Wall St. reacts to Tesla’s Q3 earnings as analysts raise price targets ➤ Giga Berlin approval delayed ➤ Elon Musk provides updates on FSD Beta 10.3, other new features ➤ Secretary of Transportation comments on NHTSA appointment of Missy Cummings ➤ Petition: https://bit.ly/3m2zV4E ➤ NTSB releases preliminary investigation results from April Tesla crash ➤ The Boring Company set to expand in Las Vegas Twitter: https://www.twitter.com/teslapodcast Pa
Q3 Earnings Report & Earnings Call Discussion (10.20.21)
➤ Condensed reaction to Tesla's Q3 earnings report, earnings call, and shareholder letter ➤ Initial reaction to earnings: https://youtu.be/t4u9MSjFq-A ➤ Tesla’s Q3 earnings call and recap: https://youtu.be/zOxG2q3ZeIU Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer
Earnings Consensus Estimates Discussion, New NHTSA Appointments, Cybertruck, Giga NY (10.19.21)
➤ Analyst consensus estimates are set ahead of Tesla’s Q3 earnings report ➤ Understanding the differences between earnings forecasts and how to contextualize Tesla’s results ➤ Bank of America and Morgan Stanley issue TSLA updates ahead of earnings ➤ NHTSA expected to make two new staff appointments ➤ Tesla Cybertruck spotted with side-view mirrors ➤ News on Tesla’s gigafactory in New York Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Refer
TSLA Stock Rallying, Volkswagen Turns to Elon Musk, Model X Deliveries, Germany Energy Plan (10.18.21)
➤ Volkswagen CEO invites Elon Musk to speak to top VW management ➤ TSLA stock continues to rally towards all-time high ➤ Tesla begins delivering refreshed Model X ➤ Tesla partners to launch electricity plan in Germany ➤ Update on EV tax credit status ➤ Foxconn unveils EV plans Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cher
Cybertruck Updates, Model X Deliveries, Texas Insurance Launch, New Features (10.15.21)
➤ TSLA closes off strong week ahead of Q3 earnings ➤ Q3 earnings forecast update ➤ Tesla updates Cybertruck webpage, ordering process ➤ Report on Model X deliveries ➤ Tesla opens UK Model Y design studio ➤ Tesla launches new version of Tesla Insurance in Texas ➤ New mobile app code hints at new product features ➤ US new car sales prices continue to rise ➤ LA Auto Show opens voting for new EV people’s choice awards (https://zevas.laautoshow.com) Twitter: https://www.twitter.com/teslapodcast Patre
TSLA Q3 Earnings Preview / Forecasts (10.14.21)
➤ YouTube link: https://youtu.be/UieeGa82kLw ➤ Rob Maurer walks through his forecast / earnings estimates for Tesla’s Q3 2021 earnings report Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Execut
NHTSA Requests More Info From Tesla, VW Concerned About Jobs, Refresh Battery, Tax Credit (10.13.21)
➤ NHTSA forces to Tesla to explain why a recall was not issued in regards to a feature update ➤ NHTSA requests information from Tesla on FSD Beta early access program ➤ Volkswagen CEO shares company job loss concerns with Supervisory Board ➤ Tesla reaches new nickel supply agreement ➤ New details on Tesla’s refreshed Model S/X battery packs: https://youtu.be/JRT32j-RZZc ➤ Model 3 tops used car market on interesting metric ➤ House Representatives urge support of union-made EV credit ➤ New chip sh
Record China Sales, Lawsuit, Megacharger, FSD Beta, Crash Safety, Recycling, Cybertruck (10.12.21)
➤ China Passenger Car Association reports record Tesla sales in China for the third quarter ➤ Tesla wins lawsuit against accuser of brake failure and unintended acceleration in China ➤ Tesla Semi Megacharger reportedly being installed at Giga Nevada ➤ Elon Musk comments on further rollout of FSD Beta ➤ Tesla publishes new video on crash testing process (https://youtu.be/9KR2N_Q8ep8) ➤ Possible news on Tesla pricing in India ➤ CATL to invest in battery recycling facility ➤ GM and LG reach agreeme
New Info From Tesla’s Giga Fest, FSD Beta 10.2 Released, Model X, Burry’s TSLA Options (10.11.21)
➤ Tesla holds Giga Fest at Giga Berlin, allowing unprecedented access and unveiling new details about the factory ➤ FSD Beta version 10.2 released to broader customer base ➤ Update on status on refreshed Model X ➤ Michael Burry seeks to clarify bet against TSLA stock Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Exec
Earnings Scheduled, 4680 Production Ramp, Solar Roof, Giga Fest, Company X (10.08.21)
➤ Tesla schedules Q3 2021 earnings report ➤ Discussion on Elon Musk’s comments during Tesla’s annual shareholder meeting and how 4680 battery production may be ramping up ➤ Elon Musk mentions possible Solar Roof “campaign” ➤ Tesla gets set up for Giga Fest in Berlin ➤ Canaccord Genuity raises TSLA price target ➤ Elon Musk likes tweet about Company X conglomerate ➤ The Boring Co makes progress on new project ➤ JB Straubel interviewed by Jason Calacanis: https://youtu.be/aWR5-mo8f1g?t=1358 ➤ FSD B
Live Reaction After Tesla 2021 Shareholder Meeting (10.07.21)
➤ Rob Maurer's reaction and recap following Tesla's 2021 annual shareholder meeting Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard De
New Tesla Price Increases & Impact, GM Holds Investor Day (10.06.21)
➤ After relative stability throughout Q3, Tesla has continued raising prices ➤ Discussing Tesla’s margins and material costs ➤ GM holds Investor Day to map out plan and targets for 2030 ➤ ARK Invest moves out of NYC ➤ Tesla shareholder meeting on October 7 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer
$137M Lawsuit, Rivian Files For IPO, Tesla's Debt, Giga Berlin (10.05.21)
➤ A jury has ruled against Tesla in a $137 million discrimination lawsuit ➤ Rivian files S1 ahead of initial public offering, revealing new business details ➤ Discussion on Tesla’s debt position ➤ Giga Berlin planned for supplier colocation ➤ Tesla opens shareholder meeting submission process (https://bit.ly/3afdClm) Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeff
TSLA Stock Outperforms Down Market, Analysts React to Q3 Deliveries, Big Week Ahead, Rivian Lawsuit (10.04.21)
➤ Tesla stock outperforms weak macro environment following Q3 delivery and production report ➤ A look at the big week ahead for Tesla ➤ Wall St. and analysts react to Tesla’s Q3 delivery report ➤ Chip shortages front and center after quarterly auto industry results ➤ NHTSA provides update on petitioned review of Tesla fires ➤ Tesla files amendment to lawsuit against Rivian ➤ IDRA releases part one of Giga Press series Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy
Q3 Delivery/Production Report + Preceding Q&A (10.02.21)
➤ Rob Maurer's live reaction to Tesla's Q3 delivery and production report (first 24 minutes of podcast) ➤ Q&A prior to results being released (rest of podcast after 24 minutes) Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclo
Volkswagen is Panicking, Model X Update, Megapack Order, Model Y Range, Industry Q3 Sales (10.01.21)
➤ Volkswagen calls top managers together for “crisis meeting” regarding direction of automotive industry ➤ Elon Musk clarifies FSD Beta rollout timeline ➤ Update on refreshed Model X ➤ New Megapack project in Australia ➤ Tesla updates Model Y range in Tesla China design studio ➤ Automakers report Q3 sales results in the US ➤ EVs dominate Norway in September Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive produ
Why Tesla Could Be Set Up For A Huge Beat - Q3 2021 (09.30.21)
YouTube link: https://youtu.be/Ogs-AOEvqyg ➤ Join Rob Maurer for a live walkthrough of his delivery and production forecasts for Tesla’s Q3 2021. Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA s
Elon Musk Interviewed on China, FSD, & More + Tesla ROIC, Investor Sales (09.29.21)
➤ Takeaways from Elon Musk’s interview with Kara Swisher at the 2021 Code Conference: https://youtu.be/ESIjxVudERY ➤ Elon Musk comments on Tesla’s improving return on invested capital (ROIC) ➤ Wedbush’s Dan Ives issues updated TSLA note ahead of Q3 deliveries ➤ Tesla job listings in Austin ➤ Tesla pushes back on alleged defamation in China ➤ Notable investors disclose sale of Tesla stock ➤ Follow up on UK petrol situation Plaid producer Who Why Executive producer Jeremy Cooke Executive producer
FSD Rollout Plan, September China Sales, Huge Megapack Order, Piper Sandler Note, and More (09.28.21)
➤ TSLA stock shows relative strength in worst day for Nasdaq in 6 months ➤ Elon Musk explains Tesla’s FSD Beta rollout plan and timeline ➤ Rumored huge month for Tesla China in September ➤ IDRA releases Giga Press teaser video ➤ New Cybertruck video creates possible confusion ➤ Biggest Tesla Energy deal ever reported ➤ Piper Sandler issues updated TSLA note, increasing estimates ➤ Ford announces EV and battery factory plans ➤ Volkswagen accused of using emissions test defeat device software ➤ Lu
Beta Button and Safety Score, Now What? + Tesla China Production Booming (09.27.21)
➤ Tesla releases FSD Beta request button and Safety Score Beta, now what? ➤ Zero intervention long FSD Beta drive: https://youtu.be/dRXZ9Mwiuto ➤ California DMV responds to CNBC inquiry on FSD Beta rollout ➤ First look at new Autopilot safety feature in action ➤ Leaked Elon Musk email ➤ New rumor on Giga Shanghai production ➤ China factories face power shortages ➤ Elon Musk comments on Tesla’s status in China ➤ Model Y delivery times move out again ➤ Tesla makes changes to annual shareholder mee
TSLA Stock’s Highest Close in 7 Months, Elon Musk Interview, Production Update (09.24.21)
➤ TSLA stock ended the week with its highest close in more than 7 months ➤ New rumor on Tesla’s Q3 production ➤ Elon Musk interview for Italian Tech Week (https://youtu.be/4_LAXD-f9e0) ➤ Semiconductor shortage updates ➤ Fremont Police Department adds new Tesla vehicle to fleet ➤ When to expect Tesla’s Q3 delivery and production report Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Execu
Sell Tesla Stock at $3,000? Not So Fast… (09.23.21)
➤ ARK Invest’s Cathie Wood comments on what ARK would do if Tesla stock rose to $3,000 per share next year ➤ Discussion of a hypothetical $3,000 share price scenario ➤ New report on Tesla’s next-generation FSD hardware ➤ Update on Tesla China production ➤ Tesla’s Australian battery project partner taken to court ➤ Tesla lobbies NHTSA regarding emissions standards ➤ Elon Musk recognized by TIME magazine Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Execu
Autopilot Update, New Tesla Megafactory, Tesla Insurance, Redwood Materials (09.22.21)
➤ Reported new Autopilot functionality may be pivotal in NHTSA investigation ➤ Federal Reserve September meeting updates ➤ New factory for Tesla in California ➤ Elon Musk provides update on Tesla Insurance rollout ➤ Giga Berlin construction update ➤ China end-of-quarter delivery wave heats up ➤ Redwood Materials has a new investor Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive
News on Tesla Energy, NTSB Comments, Waymo, Semiconductors, Other EVs (09.21.21)
➤ News on Tesla Energy: Virtual Power Plant, Megapack, and Solar Roof ➤ Head of NTSB advocates for more restriction on Tesla’s Autopilot ➤ Model S deliveries expand regionally ➤ Model Y enters new market ➤ Waymo’s Head of Behavior Prediction to present on autonomy ➤ GM President comments on chip shortages ➤ Ford comments come back around on Mustang Mach-E ➤ Mercedes announces US pricing for EQS ➤ Audi announces details for all-electric Q4 e-ton Plaid producer Who Why Executive producer Jeremy Co
Stock Market Drops, TSLA Follows on Evergrande + Beta, Factory, Referral Program Updates (09.20.21)
➤ TSLA stock follows the markets down as Evergrande raises concerns in China ➤ Elon Musk provides more details on FSD Beta rollout process ➤ Rumor surfaces about Russian Gigafactory, Elon Musk comments ➤ After Inspiration4 landing, Elon Musk prods President Biden on silence ➤ Tesla halts majority of referral program ➤ Intel, Qualcomm share thoughts on automotive chip shortages ➤ Toyota president continues to speak out against EV adoption ➤ NHTSA begins investigation on another airbag recall ➤ In
Beta Button Details, Version 10.0.1, Germany EVs, China EV Congress, Neuralink (09.17.21)
➤ Elon Musk provides updated timeline on FSD Beta 10.1, gives clarification on FSD Beta request button plans ➤ Tesla pushes new FSD Beta version 10.0.1 ➤ Elon Musk alludes to big September in Germany ➤ China’s World New Energy Vehicle Congress welcomes Elon Musk as remote event speaker ➤ Model 3 delivery estimates updated ➤ Former Neuralink co-founder comments on departure Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent
China Confusion, Cybertruck Glass, GigaFest, Lucid Air Efficiency (09.16.21)
➤ Large discrepancy in China numbers causes confusion ➤ Model Y production in China reported ➤ New Tesla video appears to show a part of new Cybertruck design ➤ Details about Tesla “Giga-Fest” posted online ➤ Tesla scores well in JD Power APEAL study ➤ Lucid Air EPA ranges confirmed and efficiency numbers posted, allowing for comparison with Tesla ➤ GM extends Chevy Bolt production shutdown ➤ Ford begins pre-production of Ford F-150 Lightning Plaid producer Who Why Executive producer Jeremy Cook
“Model 2” Timeline Update, Q3 Implications, Chip Situation, EV Tax Credits, Referral Program (09.15.21)
➤ Updates from Tesla investor relations on Tesla’s lower price vehicle, 4680 battery production, pricing and margins, chip shortage impacts, and more ➤ US EV tax credit updates ➤ Tesla updates referral program ➤ Giga Berlin battery factory approved for state funding ➤ India approves multi-billion dollar incentive plan for electric vehicle manufacturing and more ➤ All-wheel drive ID.4 and Lucid Air EPA ranges announced Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy
Initial Thoughts on FSD Beta, NHTSA Requests Other Automaker Data, Giga Texas, Redwood Materials (09.14.21)
➤ Rob Maurer shares initial thoughts on Tesla’s FSD Beta after a few days of use ➤ NHTSA requests data from 12 other automakers in regards to Tesla investigation ➤ Giga Texas welcomes new employees on site ➤ New Cybertruck photo debate ➤ Rivian announces important milestone ➤ Redwood Materials announces plans beyond battery recycling: https://bloom.bg/3lpFpoz Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive pro
EV Tax Credit Proposal, Musk on TSLA, FSD Beta, China Prices, Giga Berlin (09.13.21)
➤ New US federal EV tax credit proposal released, including some disheartening changes: https://bit.ly/39jMC45 ➤ Elon Musk comments on TSLA’s valuation ➤ FSD Beta 10.1 feature and timeline updates ➤ Tesla adjusts pricing in China ➤ Giga Berlin reportedly receives new preliminary approvals, has good chance of final approval per economic minister ➤ SpaceX Inspiration4 launch scheduled Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/
Plaid Sets Record, Full Email, Shortage Updates & More (09.10.21)
➤ Tesla’s Model S Plaid sets a new record on the Nürburgring ➤ Full leaked email from Elon Musk ➤ Video from inside Giga Texas ➤ Tesla discontinues one solar purchasing option ➤ Tesla finds a loophole in New Mexico ➤ GM and Toyota make production announcements regarding supply chain issues ➤ Harvard announces new investment plans Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive
Leaked Musk Email, China Updates, FSD Beta Rollout Plan (09.09.21)
➤ Leaked Elon Musk email provides context for other rumors, Q3 results ➤ Tesla China opens massive new delivery center, plus rumors on production ➤ Elon Musk provides more details about the FSD Beta rollout plan ➤ Tesla exec recognized on Fortune’s 40 Under 40 list ➤ New York moves to ban internal combustion engine vehicles ➤ Latest rumor on Apple’s car project ➤ Ford closes India factories Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive produce
Q3 is Looking Great for Tesla (09.08.21)
Video: https://youtu.be/bgikZ2BLybI ➤ Rob Maurer walks through how Tesla’s third quarter is shaping up after August sales numbers are reported from China ➤ Tesla expands Energy team ➤ News on solar in the United States Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Dis
Elon Musk on a $3,000 TSLA Price, Other Leaks, Berlin Funding, & More (09.07.21)
➤ Leaked Elon Musk email gives new insight on Tesla’s aspirations on possible future share price ➤ Musk comments on crazy end of quarter delivery push ➤ Giga Berlin may be on track to receive more than $1B in funding as battery equipment arrives ➤ FSD Beta downloaded and used in Ukraine ➤ Construction begins on UK energy storage project ➤ Tesla files to expand a portion of Fremont factory ➤ China Supercharger factory update ➤ China regulatory credit market ➤ New information on April Tesla crash
Interview: Rob Maurer on the Current State of Tesla (09.03.21)
➤ Katherine Ross interviews Rob Maurer about the current state of Tesla and what to think about going forward Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Part 1 - Rumors About Tesla Company Call (09.02.21)
➤ Rumors leaked from an Elon Musk Tesla company call ➤ Don't miss today's other episode: https://youtu.be/LK07bTZIZoI Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Part 2 - FSD Beta 10, ARK Disagreement, New Tesla Office, AI, Apple Car (09.02.21)
➤ ARK Invest does great work, but here’s why I disagree with them in this instance ➤ Elon Musk sets timeline for FSD Beta 10, “Beta Button” wide release ➤ Tesla gets new office space in San Jose ➤ Newly published patent application details Tesla’s fleet learning capabilities (https://bit.ly/3BCUZUh) ➤ Elon Musk comments on artificial intelligence dangers ➤ Apple Car rumors resurface ➤ Tesla Solar Roof may be facing challenge in Florida ➤ Markets will be closed on Monday, September 6th Plaid prod
NHTSA Requests Tesla Data, Musk Comments on Roadster, Production Ramps, Rivian R1T (09.01.21)
➤ NHTSA requests information from Tesla in relation to Autopilot investigation (https://static.nhtsa.gov/odi/inv/2021/INIM-PE21020-84913P.pdf) ➤ Elon Musk comments on next-gen Tesla Roadster production timeline ➤ Discussion on production ramps from Giga Berlin and Giga Texas ➤ Autopilot team employee teases FSD Beta ➤ Model Y vehicles line up at Beijing DMV ➤ Motor Trend reviews the Rivian R1T Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive pro
2+ Tesla Bots? + Mysterious X Case, Bolt Recall, Proximity Feature, 4680 Partners (08.31.21)
➤ Tesla adds new job listings for Tesla Bot, descriptions provide interesting insights ➤ New information on mysterious Model X fire ➤ GM comments on Chevy Bolt recall including production and repair plans ➤ Tesla’s proximity sensing feature may see an update ➤ Report on 4680 battery supply partnerships Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive
China & Texas Rumors, FSD Beta, Tesla India Updates, AP Accident, Energy (08.30.21)
➤ Rumors on Tesla’s sales in China for August and a Giga Shanghai factory shutdown ➤ Tesla may have started pre-production at Giga Texas ➤ Analyst visits Fremont, comments on pace ➤ Series of reports suggests movement on Tesla’s plans in India ➤ Elon Musk comments on FSD Beta 10, FSD visualization ➤ Tesla involved in accident with roadside police car, owner blames Autopilot ➤ Tesla testing solar roofs near Fremont ➤ Tesla reaches amended agreement with New York Twitter: https://www.twitter.com/t
China Delivery Timelines Extended, 4680 Battery Update, Tesla Daily Turns Four (08.27.21)
➤ Tesla extends estimated delivery timelines in China ➤ 4680 battery cell yield report ➤ Musk comments on LFP battery decision ➤ Rivian reportedly prepares for initial public offering ➤ Waymo shutters lidar business line ➤ Tesla Daily turns four years old Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive produc
LFP Model 3, Model Y SR, Tesla App Update, Giga Berlin, Nürburgring (08.26.21)
➤ New Model 3 version to begin shipping in North America ➤ Tesla China delivers first Standard Range Model Y ➤ Giga Berlin opposition progresses to discussion phase ➤ Tesla updates mobile app ➤ Model S Plaid back at Nürburgring ➤ Musk adds some more context on FSD Beta plan ➤ Federal Reserve comments expected to close week ➤ Former Neuralink exec moved to stealth startup Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la
Cathie Wood on TSLA/Auto Industry, Musk Updates on FSD Beta, Munro's "Rant", Bolt Recall (08.25.21)
➤ Cathie Wood of ARK Invest comments on TSLA, ride-hailing opportunity, and semi-conductor shortages after Tesla’s AI Day ➤ Elon Musk provides update on FSD Beta public release ➤ Sandy Munro rant about NHTSA investigation of Tesla ➤ GM expands Chevy Bolt recall ➤ Lucid announces lineup changes ➤ SpaceX infrastructure in Texas Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive
Why Tesla Could Be Set Up for a Huge Beat (08.24.21)
➤ Tesla could be setting up for a huge Q3 delivery/production beat ➤ Reported July production for Tesla in China ➤ Tesla lists new humanoid job posting after AI Day ➤ Elon Musk says FSD Beta 9.2 is “not great” ➤ Wall St. analysts react to Tesla’s AI Day ➤ Tesla applies to become electricity provider in Texas ➤ Report on Ford F-150 Lightning production targets ➤ NHTSA considering increased emissions fines ➤ House of Representatives votes on $3.5 trillion budget resolution Twitter: https://www.twi
AI Day Explained - Recap & Key Points (08.23.21)
Recapping Tesla’s AI Day presentation on neural network perception, planning, training, labeling, Project Dojo, and Tesla Bot in simple, understandable language. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive produce
Supercut - Tesla AI Day in 19 Minutes (08.20.21)
Listen to Tesla's AI Day presentation about Project Dojo, Full Self-Driving, Tesla Bot, and more in less than 20 minutes. Timestamps: 0:00 Tesla is a leader in AI 1:01 Tesla Full Self-Driving 3:24 4D vector labeling 4:29 Auto-labeling 6:27 Tracking objects 8:15 Tesla simulation 9:45 Project Dojo 16:18 Tesla Bot humanoid Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive produc
Senators Want FTC Enforcement on Autopilot, Analysts React to NHTSA Investigation, Charging Survey, AI Day (08.18.21)
➤ US Senators ask US Federal Trade Commission to examine Tesla’s communication around Autopilot and Full Self-Driving ➤ Analysts from Morgan Stanley, Goldman Sachs, and New Street Research react to NHTSA’s Tesla investigation ➤ JD Power releases results of electric vehicle charging study ➤ Tesla sticker spotted on robot ahead of AI Day Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why
Goldman Sachs AI Day Expectations, Bernstein Price Target, China Relations, DeMuro Plaid Review (08.17.21)
➤ Goldman Sachs issues updated TSLA note detailing their expectations for Tesla’s AI Day ➤ Bernstein increases TSLA price target ➤ Elon Musk trial wraps up testimonials ➤ Tesla China continues to expand public relations team ➤ Doug DeMuro reviews Tesla Model S Plaid ➤ Elon Musk comments on humanoids Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Execu
NHTSA Opens Autopilot Investigation, FSD Beta 9.2 Details, Shareholder Meeting Scheduled, More Updates (08.16.21)
➤ TSLA stock drops as NHTSA announces formal investigation into Tesla’s Autopilot system ➤ Elon Musk shares technical details on new FSD Beta 9.2 release ➤ At Giga Berlin, Elon is asked about final approval date ➤ Tesla schedules 2021 annual shareholder meeting ➤ Model Y delivery estimates continue to move out ➤ Tesla pays off $1.8B in debt ➤ Michael Burry remains short TSLA via put options, adds ARKK as well ➤ CATL raises capital for battery production Twitter: https://www.twitter.com/teslapodc
Live: Tesla Daily - TSLA Short Calls It Quits + Huge Demand (08.12.21)
Live episode of Tesla Daily for Thursday, August 12
EV Tax Credit News, Giga Berlin, China "Insider" Report, BYD (08.11.21)
➤ Senate passes $3.5T budget resolution with new amendment to EV tax credit ➤ Discussion on what comes next for a possible EV tax credit ➤ Elon Musk lands in Berlin ahead of milestone ➤ Assessing “insider” report on China sales outlook ➤ BYD comments on Tesla supply rumor Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro
China July Sales + Cybertruck, Model S Updates (08.10.21)
➤ China Passenger Car Association reports on Tesla sales and exports in China for the month of July ➤ Tesla updates Cybertruck production timeline ➤ Model S order holders receive new delivery windows ➤ US Senate votes on $1 trillion infrastructure bill ➤ Porsche CEO comments on EVs ➤ News on The Boring Company ➤ Scheduling update for the rest of the week Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plai
Here’s Why Tesla Is So Important (08.09.21)
➤ Full analysis of Tesla’s newly released report on business operations and environmental impact ➤ New report on climate change highlights severity and urgency ➤ IPCC climate report: https://bit.ly/3xBVHP4 ➤ Jefferies upgrades TSLA stock, increases price target ➤ Report on Giga Texas progress ➤ India reportedly considering lowering import tax on EVs Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid pro
Starship Stack, EPA Proposal, Model S Deliveries, Waze, Energy Project (08.06.21)
➤ Elon Musk shares photos of fully stacked Starship and Super Heavy booster ➤ More information on EPA emissions proposal ➤ Update on Model S deliveries ➤ Elon Musk asked about Waze-like functionality ➤ New residential Tesla Energy project ➤ Follow up on last episode and a look at next week Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive pr
White House Announces EV Targets, Snubs Tesla, EV Tax Credit Update (08.05.21)
➤ Biden Administration announces electric vehicle targets alongside US automakers and UAW — Tesla not invited to announcement ➤ President Biden comments on potential US federal EV tax credit ➤ Tesla reportedly may be validating BYD as a battery supplier ➤ Elon Musk biography in the works Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive produce
Battery Supply Expands, AI Day Invites, Robotics Job Listing, Price Changes (08.04.21)
➤ Tesla battery supply set to increase in Q3 ➤ Tesla begins sending out AI Day invitations ➤ Tesla continues increases prices ➤ White House to hold announcement with Detroit automakers ➤ GM reports earnings, discloses Chevy Bolt recall costs Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria
AI Day Teasers, Piper Sandler TSLA Note, Solar Update (08.03.21)
➤ Robotics professor alludes to “secret project” with Tesla ahead of AI Day ➤ New image shows what may be Tesla’s Dojo computer hardware ➤ Alex Potter of Piper Sandler issues new note on TSLA stock ➤ News on US federal solar investment tax credit Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/
TSLA Stock Leads Nasdaq, Tesla Releases FSD Beta 9.1, Elon Musk Sets AI Day, Model Y Rumors (08.02.21)
➤ TSLA stock continues rally, leads the Nasdaq 100 to start the week ➤ Elon Musk schedules Tesla’s AI Day ➤ Tesla releases the first update to pure vision FSD Beta with version 9.1 ➤ Tesla adjusts pricing in China ➤ Rumor on Model Y progress at Giga Texas ➤ New Megapack installation catches fire ➤ Tesla reportedly preparing mobile app update ➤ Elon Musk calls out Apple again ➤ TSLA coverage initiated by KGI Securities ➤ Morgan Stanley polls interns about Tesla ➤ Update on infrastructure bill and
Part 2: Tesla's Neural Networks, FSD, & Computer Vision w/ James Douma (07.30.21)
➤ James Douma joins Rob Maurer to discuss Tesla's approach to autonomous driving, computer vision, deep learning, how neural networks work, ARK Invest’s TSLA model and more. ➤ Part one: https://youtu.be/gzq5AFCH5jk Apologies for a lack of timestamps, didn’t quite have the time. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Che
Elon Musk Compensation & Other Hidden Details From Tesla's 10-Q Filing (07.29.21)
➤ Rob Maurer digs through Tesla's 10-Q filing for information not discussed in Tesla's Q2 earnings letter. Topics include the structure and impact of Elon Musk's compensation, Tesla Solar Roof, deferred revenue, regulatory credits, Supercharging, debt, and more. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive
Analyst Reactions to Tesla Earnings + Model S Deliveries, FSD Beta Update (07.28.21)
➤ Analysts react to Tesla’s Q2 earnings report in mixed, sometime humorous, fashion ➤ Markets respond to July Fed meeting ➤ Update on Model S containment hold ➤ Tesla delivery estimates move further out ➤ Tesla reportedly adjusts retail strategy ➤ Elon Musk provides update on FSD Beta ➤ Former Tesla executive’s startup raises capital Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Ex
Jim Cramer & Rob Maurer Discuss Tesla's Q2 Earnings Results (07.27.21)
➤ Rob Maurer and Jim Cramer discuss Tesla's Q2 2021 earnings report and investor call ➤ Reaction to TSLA stock declining despite earnings beat ➤ Is Elon Musk underpromising? ➤ Bitcoin impact on Tesla ➤ Competition and industry / supply chain challenges ➤ Elon Musk's comments on Apple ➤ What's going on with Tesla solar? ➤ Tesla Gigafactory and battery progress ➤ What Wall St. is missing with TSLA's Q2 results Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladail
Reaction to Tesla's Q2 Earnings Report & Earnings Call (07.26.21)
➤ Rob Maurer shares takeaways from Tesla's Q2-21 earnings report and earnings call. Earnings call recap starts at 20:36. YouTube link to report recap: https://youtu.be/5MEp3Ed_N2s YouTube link to earnings call recap: https://youtu.be/SXCFP7KY_wg Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/
Q2-21 Tesla Earnings Preview (07.23.21)
YouTube Link: https://youtu.be/-KBBLOtx1d0 Will Tesla beat analyst consensus estimates when the company reports Q2 2021 earnings on Monday, July 26? Rob Maurer discusses what to expect from Tesla's Q2-21 earnings report and the most important financial results to watch for. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypod... Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasar
China Production Drops in June + Customer Relations, NEV Credits, Virtual Power Plant (07.22.21)
➤ Tesla production in China numbers have been reported, suggesting a month-over-month decline in June from May ➤ Tesla China reportedly creates customer relations management department ➤ New energy vehicles credits reportedly begin trading period in China ➤ Tesla opens Virtual Power Plant Beta in California, sharing new details ➤ Ron Baron comments on June quarter for Baron Funds, highlights Elon Musk ➤ Quick PSA: https://youtu.be/yuINaBrcTTo Twitter: https://www.twitter.com/teslapodcast Patreon
Elon Musk Denies Pump & Dump + Tesla’s $1.8B Debt, Maxwell Technologies Sale (07.21.21)
➤ Elon Musk joins Cathie Wood and Jack Dorsey for a discussion at The B Word conference ➤ Tesla reportedly plans for early redemption of $1.8B of bonds ➤ Tesla sells off part of Maxwell Technologies ➤ BHP and Tesla agree on nickel supply contract ➤ Tesla adjusts hardware upgrade price on FSD subscription ➤ Clarification on a TSLA price target Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer W
Semi Update, Musk Confirms Supercharger Access, FSD Subscription Discussion (07.20.21)
➤ Tesla Semi production status update ➤ Elon Musk comments on expanded Supercharger network access ➤ Model S deliveries on hold ➤ Morgan Stanley issues updated note with thoughts on FSD Subscription ➤ Quick survey on FSD subscription take rate ➤ Price increase in Europe ➤ Greenland government comments on oil exploration Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive produc
Cybertruck/Other Rumors, FSD Subscription & Updates, Virtual Power Plant (07.19.21)
➤ New rumor surfaces on Tesla Cybertruck — assessing the rumor and adding new context ➤ Rumors on Tesla’s Supercharger network access ➤ Thoughts on Tesla’s FSD subscription and new updates from Elon Musk ➤ Tesla added to popular mobile game ➤ Elon Musk set to speak at bitcoin conference ➤ Tesla plans to start virtual power plant in California ➤ Correction on Long Range Model 3 in China Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral
That’s Bonkers! Munro on Tesla Competition + New Tesla Energy Page, FSD Update (07.16.21)
➤ Munro & Associates compare Model Y thermal management system design to Ford Mustang Mach-E ➤ Elon Musk provides update on FSD beta progress ➤ Tesla unveils new details in updated Tesla Energy page ➤ Tesla removes Long Range Model 3 from China design studio ➤ Rivian delays first deliveries ➤ Volkswagen makes a decision on Herbert Diess Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why
Cybertruck Update, Supercharging Rate Increase, Japan EVs, Bolt & Mach-E Recalls (07.15.21)
➤ Elon Musk shares new information on the Tesla Cybertruck ➤ Tesla increasing peak Supercharging rate ➤ Understanding impact of Supercharging changes ➤ Survey on imported electric vehicles in Japan ➤ Chevy Bolt recall related to fires ➤ Mustang Mach-E faces problems in Norway Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Chera
Tesla Fighting Back in China, Giga Berlin Court Update, Model 3 Specs, Wait Times, EV Credit (07.14.21)
➤ Tesla pushes back on owner’s claim of brake failure in China ➤ German court rules on contest of Giga Berlin temporary approvals ➤ Tesla updates specs of Model 3 in Canada ➤ Experian releases registration data, showing Tesla’s lead in the US in the beginning of the year ➤ Checking in on estimated delivery timelines ➤ News on US federal EV tax credit status ➤ LG increases battery production investments Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodca
Earnings Scheduled, Goldman Sachs Note, China, SR Model Y, 4680s, Solar, Powerwall (07.13.21)
➤ Tesla has scheduled their Q2 earnings report and investor call ➤ Goldman Sachs publishes updated TSLA note ahead of earnings outlining expectations and assessing Tesla in China ➤ New details on the made-in-China Standard Range Model Y ➤ Samsung and LG reportedly make progress on 4680 battery cell development ➤ Tesla introduces new solar panels ➤ Elon Musk discusses Powerwall orders and production rate ➤ More details on Tesla’s FSD V9 visualization Twitter: https://www.twitter.com/teslapodcast
FSD Beta 9 Reactions, Leaked Battery Photo, Musk on Trial, Model Y Feature, Giga Berlin, Samsung Contract (07.12.21)
➤ Tesla has released the long-awaited FSD Beta V9, has it lived up to the hype? ➤ Leaked Tesla battery photo sparks heated debate ➤ Elon Musk takes the stand in trial to defend Tesla’s acquisition of Solar City ➤ Model Y gets a new feature ➤ Brandenburg Minister Jörg Steinbach provides update on Giga Berlin ➤ Samsung and Tesla reportedly agree on camera supply contract for Tesla Cybertruck ➤ Germany makes commitment on electric vehicle incentives Twitter: https://www.twitter.com/teslapodcast Pat
Model Y to EU Analysis, S/X Price Increases, Tesla Energy, Boring Co. (07.09.21)
➤ Tesla opens up configuration for the Model Y in Europe ➤ Discussing possible reasons for the decision and the coincidence with the Standard Range Model Y introduction ➤ J.P. Morgan reacts to Standard Range Model Y ➤ Tesla partners with real estate companies on Tesla Energy project ➤ The Boring Company reportedly purchases land Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executi
Big FSD News, SR Model Y, China Sales, ARK, Volkswagen/BMW Fines, Stellantis EV Day (07.08.21)
➤ Elon Musk provides a more firm timeline for FSD Beta alongside some new information ➤ Tesla releases cheaper Model Y in China with some interesting specs ➤ CPCA reports June Tesla sales in China ➤ Tesla reportedly faces fine for some Giga Berlin construction ➤ Volkswagen, BMW fined for actions related to emissions scandal ➤ Stellantis announces electrification strategy at “EV Day” ➤ ARK Invest (ARKK) buys TSLA stock for the first time in a month: https://bit.ly/3AT89gu Twitter: https://www.twi
New Depth Visualization, China Sales Expected, 3/Y Progress, Boring Co. Project (07.07.21)
➤ New visualization of Tesla’s vision-only depth perception from production vehicle ➤ TSLA stock drops alongside other EV manufacturers ➤ China June sales expected soon ➤ Discussion on Model 3 and Model Y production increases ➤ The Boring Company receives new project approval ➤ New Jersey renews/updates EV tax credit Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer
Musk Update on FSD, China Negativity, Lawsuit, Plaid Fire, Analyst Reaction, Rimac, Volkswagen (07.06.21)
➤ Elon Musk provides updates on FSD beta timing, Cybertruck, Tesla UI, and more ➤ Tesla faces lawsuit over accident involving Autopilot ➤ China concerns persist as TSLA stock drops to open the week ➤ New details emerge on Model S Plaid fire ➤ JP Morgan, Goldman Sachs, and Morgan Stanley react to Tesla delivery report ➤ Rimac and Bugatti merger ➤ Volkswagen looks to divest from charging network Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla
Q2 Delivery & Production Announcement (07.02.21)
➤ Tesla announces Q2 delivery and production results ➤ Livestream link: https://youtu.be/xoY-IR5IzWg Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by
Plaid Fire, FSD Updates, Dojo, Boring Co, Taycan Recall, Renault Battery Costs (07.01.21)
➤ Brand new Tesla Model S Plaid reportedly catches fire, strange circumstances alleged ➤ Elon Musk provides updates on FSD Beta version 9 and Project Dojo ➤ Boring Co. submits another project proposal in Florida ➤ Porsche expected to issue global recall on Taycan ➤ Renault updates electric vehicle targets, shares battery costs Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid pr
Wrapping Up Q2, Consensus Update, SR Model Y, EV Tax Credit, Volkswagen, Canada (06.30.21)
➤ Tesla wraps up their second quarter by emptying showrooms, delivering Long Range Model S ➤ Analysts chime in ahead of Tesla’s Q2 delivery numbers ➤ Hong Kong customs approves Model Y ➤ News on a possible US federal EV tax credit ➤ Update on Tesla Energy ➤ Link to RMI article: https://bit.ly/3qAyg78 ➤ Ohio court rules against Volkswagen ➤ Canada sets target for elimination of ICE vehicles Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Refe
Q2 Production & Delivery Forecast + Vision Update, Berlin, NHTSA (06.29.21)
YouTube link: https://youtu.be/yQmnS-Vh3Ds ➤ Rob Maurer walks through estimates for Tesla’s Q2 delivery and production numbers and how they may compare to Wall St.’s consensus ➤ Tesla updates vision-only Autopilot software, increasing functionality ➤ Tesla re-recognized as IIHS top safety pick+, Consumer Reports restores recommendation ➤ Giga Berlin injunction request update ➤ Model S Plaid takes on Pikes Peak Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/teslada
China "Recall", Battery Supply Deal, Tesla Appeal, Plaid First Drive (06.28.21)
➤ Tesla issues over-the-air software update “recall” in China ➤ Tesla inks new deal with major battery supplier ➤ New study shows Tesla’s attractiveness compared to other vehicles ➤ Tesla prepares for surge in Supercharging ahead of holiday weekend ➤ Rob drives a Model S Plaid: https://youtu.be/SRv6Cpf0IuE ➤ Happy birthday to Elon Musk! Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why
Musk Updates on FSD, China Rumors, Price Increase, Panasonic, CNBC (06.25.21)
➤ Elon Musk provides update on FSD rollout, FSD subscription timing ➤ TSLA stock closes best week in months ➤ Rumor on China June deliveries ➤ More details on Panasonic’s sale of TSLA stock ➤ Tesla continues increasing prices ➤ The Wall Street Journal reviews the Plaid Model S ➤ CBNC humorously reports on Tesla lawsuit ➤ Brussels moves to eliminate internal combustion engine vehicles Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral:
TSLA Rally Continues, Infrastructure "Deal", Panasonic, Supercharging, Q3, Starlink (06.24.21)
➤ TSLA stock continues to rally and outperform indices ➤ Rob Maurer joins The Come Up Series to discuss Tesla: https://youtu.be/LowQrU-VgBw ➤ President Biden says “we have a deal” on infrastructure package ➤ Panasonic discusses 4680 battery cell production, divests from TSLA ➤ Rumor of Tesla being sold out for Q3 ➤ Tesla reportedly opening Supercharger network on some stations in Norway ➤ Elon Musk discusses Starlink IPO access Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.p
TSLA's Best Day in Months, EV Adoption, China Rumors, American-Made Index, Honda, GM (06.23.21)
➤ Tesla stock finishes as the top performing stock across the entire S&P 500 and Nasdaq 100 on Wednesday, posting its best day in months ➤ Ernst & Young releases new forecast on electric vehicle sales ➤ Market research firm GWI shares perceived EV advantages and disadvantages ➤ Tesla takes top slot in American-made index ➤ Honda announces targeted end date of internal combustion engine production ➤ GM partners with Shell for EV customers Twitter: https://www.twitter.com/teslapodcast Patreon: htt
Piper Sandler Says Tesla "Still the Best", Morgan Stanley Note, Bitcoin Impairment, China (06.22.21)
➤ Alex Potter of Piper Sandler publishes forecast of EV sales by brand through 2040, comments on TSLA as an investment ➤ Adam Jonas of Morgan Stanley releases note discussing Tesla’s capacity expansion ➤ Bitcoin falls to new quarterly low, will impact Tesla’s Q2 financials ➤ Tesla to hold energy event in China ➤ Discussion on China delivery wait times ➤ Volkswagen ID.4 reportedly struggling to gain traction in China Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/t
Karpathy Talks Tesla Vision, Supercomputer + AI Day, Leaked Email, Subscriptions, Plaid, Berlin (06.21.21)
➤ Tesla’s Senior Director of Artificial Intelligence, Andrej Karpathy, presents at CVPR’s 2021 workshop on autonomous driving, sharing new details about Tesla’s progress on autonomy, the decision to remove radar, Tesla’s supercomputer, and more ➤ Link to full presentation: https://youtu.be/eOL_rCK59ZI?t=28292 ➤ Previous episode on Tesla’s supercomputer: https://youtu.be/M7git-yhtno ➤ Elon Musk provides update on Tesla’s AI Day ➤ What to expect from Tesla’s AI Day: https://youtu.be/ceYK-0sgO2k ➤
Battery Factory Documents, NHTSA Investigations, Yoke, Brands, Audi (06.18.21)
➤ New battery factory documents published as Tesla seeks approvals for Giga Berlin: https://bit.ly/3xxbnUd ➤ Plaid Model S owner gives update after one week with yoke steering ➤ Reuters receives information from NHTSA regarding Tesla crash investigations ➤ Musk companies ranked among most “purposeful” brands ➤ Audi discusses internal combustion engine plans ➤ Maine enacts fossil fuel law Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referr
Motor Trend Reviews Plaid Model S, New Battery Details, Dan Ives, Berlin, Musk Tweet, Referral Program (06.17.21)
➤ Initial reviews for the Plaid Model S are in from Motor Trend and Jason Cammisa ➤ New details on the refreshed Model S battery ➤ Dan Ives appears on CNBC creating a bit of incorrect fallout ➤ Giga Berlin production timeline rumor ➤ Elon Musk cryptically tweets again, is it Tesla related? ➤ Tesla updates referral program Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive prod
Advertising Resurfaces, Supercharging News, Macro, GM, Toyota, Waymo (06.16.21)
➤ Tesla doesn’t advertise, but will that change after new comments from Elon Musk, and should it? ➤ Updates from Federal Reserve meeting ➤ German Federal Minister pushes Tesla on Supercharging ➤ First update on Model S Plaid real-world charging ➤ GM increases EV investments ➤ Toyota discusses powertrain plans ➤ Waymo raises capital in new funding round Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla
TSLA Stock Dragging, Morgan Stanley, Mizuho, Tesla Solar, Giga Berlin (06.15.21)
➤ Tesla stock has been in a lull so far in 2021, how does the rest of the year shape up for TSLA? ➤ Morgan Stanley shares sentiment from institutional investors and perspective on Tesla stock catalysts ➤ Mizuho Securities issues updated note on Tesla stock ➤ Tesla adjust solar / energy offering ➤ Giga Berlin approval application status update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer W
Rumors: Model Y, China, Suppliers + Plaid Updates, Tesla Holds Bitcoin Position (06.14.21)
➤ Tesla supplier comments on Tesla’s situation in China, general operations, and competitive lead ➤ Possible notes from supplier investor call: https://bit.ly/3wrDpR4 ➤ Updates on Giga Shanghai holidays and end of quarter incentives ➤ Reviewing Tesla’s recent price changes ➤ Rumors on Model Y demand, China exports, LFP, and more ➤ Updates on Plaid Model S after first deliveries ➤ Elon Musk clarifies Tesla’s Bitcoin position ➤ Canaccord Genuity changes TSLA price target ➤ New Zealand updates auto
Plaid First Impressions, Hidden Details, Analyst Reactions + China News (06.11.21)
➤ First impressions from new Tesla Model S Plaid owners ➤ Additional details not covered at Tesla’s event ➤ Tesla updates design studio following first deliveries ➤ Analysts react to Plaid event ➤ Update on China as quarter end approaches Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Ke
Model S Delivery Event Expectations (06.09.21)
➤ Interactive look at expectations ahead of Tesla’s Model S delivery event on Thursday, June 10 ➤ The Boring Company starts public operations in Las Vegas ➤ Model S VIN assignment Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie
CPCA Reports Tesla May Sales, Model Y Dominating in California, Model S Changes, Apple EV Rumors (06.08.21)
➤ Tesla May China sales published by CPCA ➤ California registration data shows excellent Model Y sales ➤ Tesla updates Model S design studio ahead of launch ➤ Delivery event stage set up in process ➤ Bitcoin dips again ➤ Apple electric vehicle rumors resurface Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive p
Plaid + Cancelled, Jerome Guillen Departs, "Anonymous" Message to Elon Musk, FSD, Insurance (06.07.21)
➤ Tesla sends out invites for Plaid Model S delivery event as Elon Musk cancels Plaid + ➤ Tesla President of Heavy Trucking, Jerome Guillen, leaves the company ➤ "Anonymous" message to Elon Musk ➤ Elon Musk discusses Tesla shareholder meeting ➤ FSD timeline update ➤ Tesla app may offer Tesla Insurance insight ➤ Gigafactory New York employment status Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid pro
Rumor - Excellent China Production/Deliveries in May? (06.04.21)
➤ Following reports of declining orders, new rumors surface about Tesla's deliveries and production in China in May ➤ Giga Texas faces flooding ➤ Tesla spruces up test track ahead of delivery event ➤ Calendar updates Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer
China Order Report Drops TSLA Stock, Recalls, CATL, Giga Berlin, Bitcoin (06.03.21)
➤ TSLA stock falls on report of significant decline in net new orders for Tesla in China for May following ➤ Assessing what is known about the report, plausibility, impact on Tesla and TSLA stock ➤ Tesla issues two separate recalls on select Model 3 and Model Y vehicles ➤ CATL reportedly plans battery factory near Tesla ➤ Tesla files new Giga Berlin permit application including battery manufacturing ➤ Plaid Model S detail confirmed ahead of deliveries ➤ Elon Musk cryptically tweets about Bitcoin
Q2 Tesla Production Could Surprise (06.02.21)
Video link: https://youtu.be/hbk30TrdsOA ➤ Tesla’s Q2 results could surprise Wall St. despite supply chain headwinds ➤ Full breakdown of Q2 production possibilities and Tesla’s growth trajectory ➤ Credit Suisse highlights market share decline for Tesla ➤ Photos show new installation at Giga Texas Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executiv
Feature Removal, Pricing, Plaid Event Delay, AMD, Castings, SEC Request, Restaurants, Safety Report (06.01.21)
➤ Tesla removes another part from the Model 3 and Model Y following radar removal; is it too much? ➤ Elon Musk explains Tesla’s price increases ➤ First reports on Tesla Vision-only Autopilot performance ➤ Plaid Model S delivery event postponed ➤ AMD announces supply agreement with Tesla ➤ Elon Musk details benefits of castings ➤ Wall St. Journal uncovers communications between SEC and Tesla ➤ Tesla applies for trademark in restaurant services ➤ UK company shares insightful accident safety data ➤
New Cybertruck Details, Giga Updates, Musk on NHTSA, Recall, F-150 Lightning (05.28.21)
➤ New Tesla Cybertruck details disclosed in patent application publishing including references to range and payload, user interface images, and even drones ➤ Giga Berlin receives new approval ➤ Giga Texas interior photos ➤ Elon Musk comments on NHTSA safety information changes ➤ Tesla issues voluntary recall ➤ Ford F-150 Lightning specs may be better than announced Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/rober
New EV Credit Proposal, NHTSA Safety Update, Semiconductor Fabrication, Driver Monitoring, China Production (05.27.21)
➤ Everything you ever wanted to know about the new EV tax credit proposal, including overlooked details and implications for Tesla ➤ NHTSA updates safety information on Tesla vehicles following radar removal ➤ Tesla reportedly offering to pay ahead for semiconductors and may have interest in purchasing fabrication business ➤ Firmware on new Tesla deliveries adds driver monitoring feature ➤ Tesla calls Plaid + order holders ➤ China April production numbers released ➤ Tax credit documents: https:/
Tesla Vision, FSD Pricing, Powerwall Sales, Berlin Fire, Emissions Lawsuit (05.26.21)
➤ Tesla announces full transition to ‘Tesla Vision’ and removal of radar hardware from select vehicles ➤ Full Self-Driving option and subscription pricing rumors ➤ Tesla announces Powerwall installation milestone offering insight into Tesla’s energy business ➤ Fire reported at Giga Berlin ➤ Royal Dutch Shell loses emissions court case Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why E
Interview: Pierre Ferragu w/ Rob Maurer on Tesla Profitability & More (05.25.21)
Pierre Ferragu of New Street Research joins Rob Maurer on Tesla Daily to discuss Tesla's return on investment, operating leverage, competitive positioning, delivery outlook, supply chains, cryptocurrency, and more. 0:00 Introduction 0:59 Understanding Tesla's profitability 5:07 The right to make money 7:54 New Street's TSLA note - cash return 16:34 Operating margin outlook 21:00 Tesla vs. TSMC 27:11 Tesla vs. BMW / Daimler 29:41 Tesla's structural advantages 36:27 Does this increase Pierre's bul
New Autopilot Page, Radar, TSLA Stock, Wells Fargo Initiation, Megacharger, Lawsuit, F-150, Batteries (05.24.21)
➤ Tesla updates website including Autopilot page ➤ TSLA stock starts the week strong, but trails off to end the day while Elon Musk tweets about cryptocurrency ➤ Tesla spotted testing vehicle with lidar sensor ➤ Plaid Model S delivery estimate updated ➤ First Megacharger installation reported ➤ Norway owners win lawsuit against Tesla, pending possible appeal ➤ Ford unveils more details on the commercial, lower price Ford F-150 Lightning ➤ CATL announces production on new battery chemistry ➤ Indo
Cybertruck Reservations vs. F-150, Bank of America TSLA Price Target, More Price Changes, Russia, Castings (05.21.21)
➤ Ford releases new information on the all-electric F-150 Lightning which highlights a key win for Tesla’s Cybertruck ➤ Bank of America lowers price target on TSLA stock ➤ Tesla increases vehicles prices yet again ➤ Plaid+ Model S orders halted on Tesla’s website ➤ Elon Musk discusses Tesla’s future in Russia ➤ More castings at Giga Texas ➤ Roadster update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Pl
New Roadster Details, Model S Delivery Date, UK Rumors, Cybertruck vs. Ford F-150 Lightning (05.20.21)
➤ Tesla’s Roadster just began being displayed at the Petersen Automotive Museum, unveiling some new details alongside Elon Musk tweets ➤ Tesla finally schedules delivery event for refreshed Model S ➤ Musk continues to tweet about Dogecoin ➤ UK factory rumors surface after reports of Musk visit ➤ Analysis of Ford’s all-electric F-150 Lightning with details published after the unveiling event ➤ Comparing the Ford F-150 Lightning to Tesla’s Cybertruck ➤ F-150 Lightning technical specs: https://ford
Bitcoin Crash Could Impact Tesla's Q2, Giga Berlin/Texas, Analyst Updates, Cybertruck, Stellantis (05.19.21)
➤ Cryptocurrency markets crashed 30% - 50% on Wednesday, and the sharp drop in bitcoin prices could impact Tesla’s Q2 earnings report ➤ Elon Musk tweets about diamond hands ➤ Giga Berlin receives preliminary approval on equipment installation ➤ Giga Texas castings spotted in large numbers ➤ Elon Musk responds to New Street Research report ➤ Wedbush comments on current market, TSLA outlook ➤ Cybertruck timeline discussion ➤ Stellantis announces change to dealership structure Twitter: https://www.
Biden EV Plans, Model Y Update, Potential Part Shortage, TSLA, New Street Research (05.18.21)
➤ Elon Musk provides updates on “next-gen” Model Y from Giga Berlin and Giga Texas ➤ President Biden speaks about infrastructure and electric vehicles plans to Ford employees, White House releases info on potential credit structure ➤ Electrek reports on vehicle accumulation at Fremont due to part shortage ➤ Renaissance Technologies adds to TSLA position in first quarter ➤ Pierre Ferragu of New Street Research issues updated report on TSLA ➤ Tesla reportedly ships thousands of vehicles to South K
Truth About TSLA Stock, Michael Burry, Front Casting, Berlin, Doge, Model S, VPP, EVE (05.17.21)
➤ What is going on with Tesla stock recently, and how much are Elon Musk’s tweets impacting its performance? ➤ Michael Burry reportedly “bets $530M” against TSLA stock, but the headlines are misleading ➤ Photo of a newly cast Tesla part signals big milestone ➤ Elon Musk visits Giga Berlin, comments on timelines ➤ Elon Musk continues to tweet about bitcoin and dogecoin ➤ Tesla spotted testing a new Model S at Laguna Seca ➤ Green Mountain Power provides update on virtual power plant project ➤ EVE
New Battery Supplier, Model S Update, European Expansion, China Status (05.14.21)
➤ Tesla reportedly close to adding another new battery supplier ➤ TSLA stock ends a streak of declining days ➤ Model S order holders receive updated delivery estimates ➤ Tesla expands in Eastern Europe ➤ Morgan Stanley issues note on Tesla in China Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Brad
Musk Defends Bitcoin Decision, Will Tesla Start Mining? + Plaid Model S Breaks Record (05.13.21)
➤ Elon Musk offers some explanation / defense for Tesla’s decision to stop accepting Bitcoin as a payment method ➤ Will Tesla get into bitcoin mining? ➤ Refreshed plaid Model S runs quarter mile test ➤ Giga Texas hits significant milestone ➤ Credit Suisse update on Tesla in China Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy C
$18B Credit Market, Tesla Suspends Bitcoin, Musk on FSD, April China Sales, Waymo/Cruise, Toyota 2030 Target (05.12.21)
➤ Tesla reportedly applies to join $18B regulatory credit market ➤ Elon Musk announces Tesla has suspended their acceptance of Bitcoin as a payment option due to environmental concerns ➤ More clarity on Tesla’s China sales in April ➤ Musk tweets about updates to Autopilot, FSD Beta V9, and FSD subscription ➤ Brandenburg minister comments on Giga Berlin production timeline ➤ Waymo and Cruise reportedly request permission to operate driverless services in San Francisco ➤ Waymo CFO and head of auto
What Is Going On With Tesla China Sales? (05.11.21)
➤ CPCA report on Tesla sales in China in April has been met with confusion and conflicting information; what is going on with Tesla sales in China in April? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive p
NTSB Report, Solar Roof Lawsuit, Musk on SNL, Expansion, Panasonic, F-150, Toyota (05.10.21)
➤ TSLA stock drops 6.5% to start the week ➤ NTSB releases preliminary report on Tesla accident said to be “driverless” by law enforcement ➤ Elon Musk hosts Saturday Night Live, brings Cybertruck to New York City ➤ Tesla faces possible class action lawsuit over Solar Roof price changes ➤ Tesla receives approval for limited Giga Berlin expansion ➤ Survey shows Tesla skyrocketing up rankings of preferred employers in Germany ➤ Expansion of Fremont general assembly area underway ➤ IDRA Group owner r
More Price Increases, Emails Between Tesla & DMV on Full Self-Driving (05.07.21)
➤ Tesla continues to increase prices on vehicles in the United States ➤ California Public Records Act request unveils emails between Tesla and California Department of Motor Vehicles ➤ Tesla hits major Supercharger milestone ➤ Elon Musk set to host Saturday Night Live Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Exe
Q2 Sold Out? + Baillie Gifford Sells More TSLA, Referral Program Changes? (05.06.21)
➤ Tesla reportedly “sold out” for Q2, just five weeks into the quarter ➤ One of Tesla’s largest institutional shareholders significantly reduces TSLA stake in first quarter ➤ Tesla may be eyeing changes to its referral program ➤ Tesla to share more data with customers in China Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cher
Court Orders Tesla to Share Musk Communications, Mustang Mach-E Sales, Credits, Semiconductors (05.05.21)
➤ Tesla board of directors ordered to turn over communications between Musk and attorneys regarding 2018 CEO Performance Plan ➤ Ford releases April Mustang Mach-E sales figures which continue to fall month-over-month ➤ Stellantis reports earnings and discusses regulatory credit situation with Tesla ➤ GM reports earnings and addresses semiconductor shortages and Super Cruise subscriptions ➤ SpaceX updates Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypod
Latest Tesla Acquisition? + Grohmann Expansion, Stellantis Credits (05.04.21)
➤ Tesla may have stealthily acquired another battery startup ➤ Expansion underway for Tesla Grohmann Automation ➤ Stellantis CEO comments on Tesla regulatory credit pooling agreement Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive produc
Berlin Delay? Steinbach Comments + FSD/Model S Rumors, S&P 500 ESG, Giga Texas, Brakes (05.03.21)
➤ Unconfirmed report out of Germany suggests six month delay for Tesla’s Gigafactory Berlin, state minister comments on report ➤ Tesla stock (TSLA) added to S&P 500 ESG index ➤ Rumors on Tesla’s FSD V9.0 Beta, refresh Model S range, and more ➤ Tesla submits permit details for “Bobcat Project” in Texas ➤ Videos demonstrating superior braking performance of Tesla vehicles circulate Chinese social media ➤ Tesla ships significant amount of Model 3s to Israel ➤ SpaceX update Twitter: https://www.twit
New Tesla Powerwall+, China Protest, Volkswagen Investigation (04.30.21)
➤ Tesla spec sheet reveals new energy product, the Tesla Powerwall+ ➤ Spec sheet: https://bit.ly/3xCxKZl ➤ Tesla posts detailed account of China protestor interaction to their Weibo account ➤ Volkswagen reportedly under investigation by the SEC Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Exe
FSD Timeline, Insurance, Supply Chain, Earnings Misconceptions (04.29.21)
➤ Elon Musk shares a new timeline for release of Tesla’s FSD Beta V9.0 and discusses some of that changes that are coming ➤ Tesla preparing for Tesla Insurance expansion in several states ➤ Pierre Ferragu reports on interesting supply chain news for Tesla ➤ Examination of Tesla earnings report takeaways that may not be accurate ➤ SpaceX update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #I
Berlin Batteries, TSLA Drops, Timeline & Price Changes, China Follow Up, Semiconductors (04.28.21)
➤ Tesla stock continues to fall after reporting Q1 earnings ➤ Brandenburg reports Tesla’s intent to modify their production approval application to include battery cell production ➤ Tesla updates delivery timelines for Model Y in Europe, Model S/X in the US ➤ Tesla continues to raise prices in the US ➤ New information on viral protest of Tesla in China ➤ IIHS publishes new safety data comparing electric vehicles to internal combustion engine vehicles ➤ Ford reports earnings, announces drastic pr
Jim Cramer & Rob Maurer Discuss Tesla's Q1 Earnings + Key Takeaways (04.27.21)
➤ Jim Cramer & Rob Maurer join Katherine Ross to discuss Tesla stock's reaction to the company's Q1 earnings report and investor conference call ➤ How strong were Tesla's financials? ➤ Understanding Tesla's margins ➤ Tesla's stance on digital currencies ➤ Tesla's aspirations to outsell Toyota ➤ Elon Musk's missed promises ➤ What's going on with Tesla Solar? ➤ Supply chain impacts and chip shortages Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast T
Q1 Tesla Earnings Report - Financials and Shareholder Letter Analysis (04.26.21)
Tesla reports a Q1 earnings beat with earnings per share of $0.93. Follow Rob Maurer's live reaction on Tesla's financials, then tune in for the earnings call! Earnings call livestream: https://youtu.be/mBvyJk5O3A0 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer A
What To Expect From Tesla Earnings - Q1 2021 (04.23.21)
YouTube link: https://youtu.be/ja8gWQ2Pqm0 ➤ Tesla is set to report earnings after market close on Monday, April 26. Join Rob Maurer for a live discussion on what to expect from Tesla's Q1 2021 earnings report and the most important financial results to watch for. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive produce
TSLA Bull Case Presented by Rob Maurer at Benzinga Cleantech Conference (04.22.21)
➤ Rob Maurer presents the bull case for TSLA stock in 2021 and provides counter-arguments to claims that Tesla is overvalued, in a bubble, and structurally unprofitable ➤ This presentation was given at Benzinga's Cleantech and Small Cap conference on April 22, 2021 Timestamps: 0:00 Introduction 0:54 The one theme behind Tesla 1:18 How has the TSLA bull case evolved? 1:48 Criticisms of TSLA 3:09 Understanding Tesla’s profitability 7:39 Impact of CEO compensation 9:21 Rising strength in Tesla’s bu
China Shanghai Protest Coverage Escalates, Tesla India, Conquest Sales, Semiconductors, Cadillac Lyriq (04.21.21)
➤ Taking a closer look at the Tesla protest in China and reactions across social media ➤ Tesla hires new executives in India, reportedly narrows location search for first corporate office ➤ Tesla’s general counsel leaves for lidar startup ➤ Biden administration to review California emission regulation flexibility ➤ Ford announces production halts due to semiconductor supply issues ➤ GM announces price of the upcoming all-electric Cadillac Lyriq ➤ Porsche discloses first quarter Taycan sales ➤ NA
Questions for Tesla / Elon Musk on Earnings Call + Tesla Shanghai Protest, TSLA Price Target (04.20.21)
➤ Voting for questions for Tesla’s Q1 earnings call is now open. Here are my questions: 1. https://saytechnologies.com/s/8b9c38a2 2. https://saytechnologies.com/s/680ec168 ➤ Tesla supplier prepares for large 2021 order quantities ➤ More information on Tesla accident in Texas ➤ Mizuho Securities increases TSLA price target ➤ Protestor accuses Tesla at Shanghai Auto Show Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/r
Fatal Accident Unlikely “Driverless” Despite Reports + Tesla Safety Report, Shanghai Auto Show (04.19.21)
➤ Fatal Tesla accident captures headlines after local law enforcement says the vehicle had no driver ➤ Tesla releases Q1 accident and fire safety report ➤ Ron Baron talks Tesla, SpaceX, and Elon Musk ➤ Tesla establishes new insurance company in Europe ➤ Automakers unveil a number of electric vehicles at Shanghai auto show ➤ Voting for questions for Tesla’s Q1 earnings call is now open. Here are my questions: 1. https://saytechnologies.com/s/8b9c38a2 2. https://saytechnologies.com/s/680ec168 Twit
Cybertruck at Giga Texas, Huawei Autonomy, SpaceX Awarded HLS by NASA (04.16.21)
YouTube link: https://youtu.be/MIqw2_nYtxY ➤ Elon Musk takes the Tesla Cybertruck to Giga Texas ➤ Musk tweets about Texas and Berlin production ➤ Huawei demos autonomous driving in cities ➤ Nasa set to announce major mission award Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Plaid producer Ice Lakes Investments Executive producer Jeremy Cooke Executive prod
AI Day: What to Expect, FSD Beta & Subscription, S/X Refresh, Huawei, Cruise, EQS (04.15.21)
➤ Elon Musk sets targeted date for Tesla AI Day, what will Tesla unveil? ➤ Timeline updates on Tesla’s FSD Beta rollout and the FSD subscription option ➤ Tesla fails inspection in Fremont ➤ IDRA equipment arrives at Giga Texas ➤ Huawei claims superior autonomous driving performance over Tesla ➤ Cruise increases funding round, adding Walmart ➤ Mercedes unveils all-electric EQS exterior ➤ Stellantis schedules “Electrification Day” ➤ SpaceX update Twitter: https://www.twitter.com/teslapodcast Patre
Interview: Tesla's Neural Networks, Autonomous Driving, and Computer Vision w/ James Douma (04.14.21)
➤ James Douma joins Rob Maurer to discuss Tesla's approach to autonomous driving, computer vision, deep learning, how neural networks work, their history, and how they may scale from here ➤ Past episode with James: https://bit.ly/32gxlgS 0:00 Background 0:50 TSLA investment thesis 2:43 Examining Tesla’s neural networks 6:38 Progress of computer vision and neural networks 11:22 How does a neural network work? 40:53 Will neural networks keep scaling? 46:27 Neural network constraints for autonomous
Musk's CEO Role, TSLA Stock Rises, Credit Suisse, Shanghai Model Y, MotorTrend, ID.4 Teardown (04.13.21)
➤ TSLA stock has best day in over a month as trading volume picks up ➤ Credit Suisse expects Tesla Q1 earnings beat ➤ Business Insider reports that Tesla offered CEO job to automotive veteran in 2015 ➤ SpaceX wins launch contract, likely explaining Musk’s vague tweet ➤ Chinese firm tears down Shanghai-made Model Y ➤ MotorTrend ranks luxury sedan best buys for 2021 ➤ Sandy Munro continues teardown of Volkswagen ID.4 ➤ More details on Spain EV subsidy ➤ Schedule update Coinbase Referral: coinbase.
TSLA Upgrade, Elon Tweets, Tokenized Stock, Energy, Solar Roof, Nvidia (04.12.21)
➤ TSLA stock upgraded by Canaccord Genuity analyst Jed Dorscheimer alongside a 150% price target increase ➤ Elon Musk tweets about going to the moon and Tesla’s decision to remove radar from the FSD beta ➤ Binance begins trading of a TSLA stock token ➤ Tesla updates utility energy storage webpage, offers more details on software ➤ Solar Roof order holders report Tesla raising prices after order contract signed ➤ Nvidia announces next-generation AI-enabled processor for autonomous vehicles ➤ Spai
FSD V9, More Price Changes, China Sales, Earnings Date, Budget, Boring Co, Neuralink (04.09.21)
➤ Elon Musk says a massive step change is “almost ready” for Tesla ➤ Tesla raises prices again, the third time in the last month ➤ Model 3 gets an interior update in the US ➤ March sales reported in China ➤ Tesla schedules Q1 earnings for an unusual date ➤ Biden unveils 2022 budget proposal: https://bit.ly/3uD9kfV ➤ The Boring Company invites media to Vegas ➤ Neuralink update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://
Giga Berlin Timeline Confirmed, China Design, Semi, Musk Thanks Suppliers, Macro News (04.08.21)
➤ Tesla voices frustration with German approval processes in a letter which confirms operational timeline target ➤ Tesla creates social media “ad” for China Design studio ➤ Tesla Semi may be perfect vehicle for logging operation in Canada ➤ Elon Musk thanks Tesla’s suppliers for providing critical parts ➤ US Secretary of Transportation comments on Tesla interaction, infrastructure plan ➤ Biden tax proposal may eliminate some fossil fuel subsidies ➤ Panasonic discusses 4680 battery cells ➤ SpaceX
Prefab Superchargers, EV Credit, China Margins, S/X VIN Assignment, ID.4 (04.07.21)
➤ Tesla adopts new strategy for Supercharger rollout ➤ Transportation Department emails shares infrastructure plan funding details for electric vehicles ➤ Morgan Stanley says owning TSLA stock is less risky than not owning it ➤ Discussing Tesla’s margin on the Model 3 in China ➤ Some orderers of the refreshed S/X have delivery estimates pushed out while the first VINs may have been assigned ➤ Tesla’s CFO reportedly buys property in Texas ➤ Sandy Munro discusses first impressions of the Volkswage
Giga Press Orders, Texas Batteries, US Tax Credit, Supercharging, VPP (04.06.21)
➤ IDRA group discusses Giga Press orders, what does it mean for Tesla? ➤ IDRA video 1: https://youtu.be/DbxxrbYWN74 ➤ IDRA video 2: https://youtu.be/Div0BMetUxM ➤ Battery cathode plant grading started at Giga Texas ➤ Assessing some rumors on the possible US federal EV tax credit ➤ Tesla makes some changes to Supercharging fees in California as expansion continues ➤ Swell Energy launches virtual power plant in New York ➤ GM announces all-electric Chevy Silverado ➤ SpaceX set to launch another rou
TSLA Stock/Analysts React to Deliveries, Shanghai, Tim Cook on Musk/Tesla, EQS, Announcement (04.05.21)
➤ TSLA stock increases just 4% after Q1 delivery beat ➤ Discussion of analyst reactions to Tesla’s report, and what the market may have missed ➤ Update on Model Y demand in China ➤ New construction near Giga Shanghai ➤ Apple CEO Tim Cook discusses Tesla, Elon Musk, and Apple’s car plans in a new interview ➤ Mercedes announces more details on the upcoming all-electric Mercedes-Benz EQS ➤ Announcement Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast
Live Replay: Tesla Reports Q1 Delivery Beat + Q&A (04.02.21)
Watch on YouTube: https://youtu.be/KuhgJNAJVU4 ➤ Tesla has announced Q1 delivery and production numbers, join Rob Maurer for live reaction and analysis, followed by a Q&A about TSLA stock, annual outlook, earnings expectations, and more. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke
Apple Buying Megapacks, Leaked Email on Deliveries, Regulatory Credit $ From VW (04.01.21)
➤ Apple reportedly placed significant order for Megapacks with Tesla for energy storage project ➤ Possible leaked email from Tesla may give insight on quarterly deliveries ➤ Volkswagen reportedly reached agreement with Tesla to purchase regulatory credits in China ➤ Voltswagen prank continues to draw media criticism ➤ California has big energy storage plans in 2021 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/rober
Will Tesla Beat Delivery Estimates? (Q1-21) + Biden Infrastructure Plan (03.31.21)
YouTube link: https://youtu.be/iYg-UhExDCE ➤ Rob Maurer walks through estimates for Tesla’s Q1 delivery and production numbers and how they may compare to Wall St.’s consensus ➤ President Biden unveils $2.3 trillion infrastructure plan, focusing a portion on electric vehicles and clean energy ➤ Full infrastructure plan: https://bit.ly/2Pmk03u Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer W
Toyota/Tesla Partnership? + Tesla vs. Rivian Lawsuit, Semi Updates, SN11 (03.30.21)
➤ Japanese automobile industry source claims Tesla and Toyota are in final stage of forming a partnership agreement for an electric vehicle project ➤ Elon Musk tweets again about the Tesla Semi and battery cell constraints as Tesla reportedly works on production line ➤ Tesla vs. Rivian lawsuit continues ➤ Volkswagen / Voltswagen saga continues ➤ SpaceX Starship SN11 update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.
Cybertruck Pilot Line, Huge Solar Roof Price Increase, Semi, EQS, Boring Co Update (03.29.21)
➤ Tesla reportedly working on Cybertruck pilot production line at Fremont ahead of Giga Texas production ➤ Tesla significantly raises prices on the Solar Roof ➤ Elon Musk confusingly tweets about Tesla Semi status in relation to battery cell constraints ➤ Mercedes unveils interior of the all-electric EQS ➤ Volkswagen accidentally posts press release announcing new name in the US ➤ Miami continues to explore project with The Boring Company ➤ SpaceX Starship SN11 update Twitter: https://www.twitte
Edmunds Defends Tesla Range Tests - Interview w/ Editor-in-Chief Alistair Weaver (03.28.21)
➤ Edmunds Editor-in-Chief Alistair Weaver joins Rob Maurer to discuss Edmunds’ electric vehicle range tests, Tesla’s performance, test conditions, range buffers, and more. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executiv
Elon Musk Call Details + Tesla The World's Biggest Company? (03.26.21)
➤ Details from Elon Musk's call with Tesla employees leaked ➤ Musk says Tesla may become the world's biggest company, then deletes tweet about it probably happening in a few months Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Brad
Cybertruck, Pricing, Opening Supercharging, Edmunds Range Tests, Secret Call (03.25.21)
➤ Elon Musk gives teaser on Cybertruck changes ➤ Tesla changes prices again in the United States ahead of quarter end ➤ Rumor indicates Tesla may be close to opening up the Supercharger Network to other electric vehicles ➤ Biden set to unveil infrastructure plan ➤ Pepsi provides update on Tesla Semi delivery expectations ➤ Edmunds receives feedback from Tesla on EV range testing, creates new tests ➤ Nio CEO shares gratitude for Tesla’s role in their history ➤ More info on Tesla’s Bitcoin payment
Bitcoin Payment Added, Potter Note, Smart Shift, China Price, Taycan (03.24.21)
➤ Tesla has added Bitcoin as a payment method, here are the details and the important implications of the move ➤ Alex Potter of Piper Sandler issues updated note on TSLA stock after “Electric Truck Day” ➤ First demo video of Smart Shift manual control shared ➤ Tesla adjusts Model Y prices in China ➤ Porsche issues update to Taycan owners allowing them to lower charge rates ➤ Members of Congress urge President Biden to reinstate stricter emissions standards Twitter: https://www.twitter.com/teslap
Karpathy Talks Deep Learning, Elon Musk, FSD Beta, & Waymo Competition (03.23.21)
➤ In a new interview, Tesla’s Senior Director of Artificial Intelligence, Andrej Karpathy, discusses what led him to Tesla, working with Elon Musk, Tesla’s deep learning strategy, FSD Beta progress, technological limitations, and more. ➤ Link to Karpathy podcast: https://spoti.fi/2Pi4UMa Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous pr
ARK Invest’s New TSLA Price Target, Monte Carlo Simulations, New Tesla UI, SpaceX (03.22.21)
➤ Analyzing ARK Invest’s newly-published TSLA model ➤ Discussing Monte Carlo simulation models and use cases ➤ Elon Musk responds to China’s military restriction of Tesla ➤ New Tesla user interface software spotted in refreshed Model S ➤ Elon Musk tweets about winner-take-most market share development ➤ Senators urge President Biden to set deadline on ICE vehicle sales ➤ SpaceX Starship SN11 update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast T
China Military Tesla Restrictions/Risk + New Giga Press, Bitcoin, SpaceX (03.19.21)
➤ China places restrictions on Tesla vehicles for military personnel due to data collection concerns ➤ IDRA announces secured order for 8,000 ton casting machine ➤ Tesla set to open additional Michigan location ➤ SpaceX rumored to have invested in Bitcoin alongside Tesla ➤ Checking in on SpaceX and what to watch for next week ➤ SpaceX Starship animation: https://youtu.be/C8JyvzU0CXU Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: h
Bigger EV Incentives Coming? + UK Grant Change Drops Tesla/Others, Giga Berlin Timeline, Tilburg (03.18.21)
➤ Electric vehicle incentives come into focus in the United States as Senate Majority Leader prepares proposal ➤ UK suddenly changes EV incentive structure, making Tesla and others ineligible ➤ Tesla’s Giga Berlin production timeline discussed at Brandenburg Committee for Infrastructure and Regional Planning meeting ➤ Tesla reportedly ending assembly at Tilburg plant ➤ Model S and Model X refresh vehicles spotted leaving Fremont ➤ BMW announces limited pricing information for all-electric BMW iX
Berlin Cell Factory News, TSLA Notes, Norway, BMW i4, Volkswagen, Toyota EV (03.17.21)
➤ Update on Tesla’s battery cell factory plans for Giga Berlin ➤ Federal Reserve comments on interest rate expectations ➤ Model Y bodies spotted at Giga Berlin ➤ Tesla’s European deliveries spike as end of quarter approaches ➤ Morgan Stanley surveys investors on Tesla’s competitive position ➤ Goldman Sachs highlights TSLA as advantageous vs. consensus ratings ➤ BMW unveils fully-electric BMW i4 ➤ Volkswagen discusses 2021 EV targets ➤ Toyota announces intent to unveil first significant EV effort
Interview: The Limiting Factor on VW Power Day, Solid-State Batteries, Tesla’s Advantages & More (03.17.21)
➤ Rob Maurer is joined by Jordan Giesige of The Limiting Factor to discuss Volkswagen’s Power Day, how it compares to Tesla’s Battery Day, outlook for VW, solid-state batteries, Northvolt, Quantumscape, and more. ➤ Find Jordan’s channel here: https://www.youtube.com/channel/UCIFn7ONIJHyC-lMnb7Fm_jw Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments L
Autobidder Capacity, New Energy Projects, Insurance Telemetry, Musk History (03.16.21)
➤ Tesla employee discloses amount of installed energy capacity leveraging Tesla’s Autobidder software ➤ New Tesla Energy projects reported in UK, Israel ➤ Tesla Insurance telemetry collection spotted in firmware by @greentheonly as Tesla prepares to expand state availability ➤ Tesla suggests tax on internal combustion engine vehicles in the UK to support EV grants ➤ Background on Elon Musk’s upbringing: https://savingjournalism.substack.com/p/i-talked-to-elon-musk-about-journalism Twitter: https
Titles, NFTs, Volkswagen Power Day, FSD Beta (03.15.21)
➤ Elon Musk takes title of Technoking of Tesla, CFO dubbed Master of Coin ➤ Tesla expands FSD Beta, but delays “the button” ➤ FSD Beta handles Chestnut Street: https://twitter.com/WholeMarsBlog/status/1370974296730824704?s=20 ➤ NFT interest spikes, Elon Musk possibly offers his own ➤ Elon Musk set to participate in China development forum later this month ➤ New bill introduced in Texas could open things up for Tesla ➤ Panasonic CEO warns of over-reliance on Tesla ➤ Volkswagen outlines battery s
Investor Sues Elon Musk, Tesla Board + Fremont Fire, Tesla Insurance, Market Share (03.12.21)
➤ Fire at Tesla’s “Gigapress” in Fremont factory contained with no reported injuries ➤ Investor lawsuit filed against Elon Musk and Tesla board of directors ➤ EV market share continues to make the rounds, Piper Sandler’s Alex Potter chimes in ➤ Tesla reportedly selects underwriter for Tesla Insurance in new state ➤ Report of Tesla / Tata Power partnership in India denied ➤ Plaid+ order holders comment on timeline ➤ Partial FSD Beta expansion may happen this weekend Twitter: https://www.twitter.c
More Price Changes, Plaid+ Timeline, New TSLA Analyst, China Quality, Semi (03.11.21)
➤ Tesla adjusts US pricing for the third time in the last month ➤ Model S Plaid+ delivery timeline change ➤ China vehicles compared on complaints per 10,000 vehicles ➤ Mizuho initiates coverage on TSLA stock with a buy rating ➤ Tesla Semi spotted possibly shooting promotional footage ➤ EVs may soon come into focus in US legislation Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plai
People Are Wrong About Tesla’s Battery Costs + IIHS Study, Security Breach (03.10.21)
➤ Research group publishes study on Tesla’s battery costs compared to the rest of the automotive industry ➤ GM EV Day recap episode: https://youtu.be/4qbwoXxtQzk ➤ IIHS publishes study on automated driving assistance system impact on driver situational awareness ➤ China MIIT confirms Model 3 SR purchase tax exemption in China ➤ Security breach impacts a number of organizations and companies, including Tesla ➤ Another state minister in India chimes in on Tesla’s local production plans ➤ Survey re
TSLA Rockets to Biggest Day Ever + Shanghai Production, FSD Beta, New Street Upgrade (03.09.21)
➤ TSLA stock jumps 20%, increasing by more than $100 per share in a single day ➤ Last year’s TSLA price jump episode: https://youtu.be/x2Z8pZjF8vU ➤ Analyzing Tesla’s Giga Shanghai production for the first quarter as February numbers are released ➤ Elon Musk clarifies FSD Beta rollout ➤ New Street Research upgrades TSLA stock, increases price target ➤ TSLA short interest update ➤ VW schedules event for next week Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesla
Starlink + Tesla, FSD Beta Expansion, Internal FSD Emails, Cathie Wood on TSLA, Nickel Supply (03.08.21)
➤ SpaceX files with the US Federal Communications Commission for mobile Starlink ground stations ➤ TSLA stock falls another 5% ➤ Elon Musk says FSD Beta expansion via download button coming soon ➤ Tesla internal emails with California DMV discussing FSD published ➤ Cathie Wood of ARK Invest discusses TSLA and macro environment on CNBC / Bloomberg ➤ Group of Model S refresh vehicles spotted, possibly with 3rd row seat ➤ Bloomberg uncovers secret Tesla battery project in Texas ➤ Tesla partners on
A Simple Explanation of TSLA's Valuation (03.05.21)
Today's episode involves spreadsheets, so video may be preferred: https://youtu.be/i9eWmAkTTTw ➤ Rob Maurer discusses Tesla's valuation after the recent decline in TSLA's stock price. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Liftoff - The Early Days of SpaceX: https://amzn.to/3uWWdr9 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy
Elon Musk & The Launch of SpaceX - Liftoff Author Eric Berger Interview (03.04.21)
➤ Rob Maurer sits down with Eric Berger, author of the new book ‘Liftoff’, to discuss the early days of SpaceX, the company’s evolution, Elon Musk’s management style, balancing SpaceX with Tesla, Gwynne Shotwell, and more. Find Liftoff here: https://amzn.to/3uWWdr9 Timestamps: 00:00 - Background 03:02 - Slim chance of success 04:39 - Musk balancing Tesla & SpaceX 06:43 - Musk's gravitation towards Texas 08:20 - Starship SN10 11:23 - Tesla & SpaceX IP sharing 13:02 - SpaceX during Tesla's product
EV Market Share is Overrated, FSD Updates, UBS Increases Price Target (03.03.21)
➤ An argument against a commonly-used metric to evaluate Tesla and the electric vehicles landscape ➤ Morgan Stanley issues note on Tesla, Ford Mustang Mach E, US EV market ➤ UBS increased TSLA price target ➤ Elon Musk tweets about the next version of Tesla’s Full Self-Driving Beta ➤ Whole Mars tests Tesla FSD vs. Waymo: https://bit.ly/2Oj2dJV ➤ SpaceX completes test flight of Starship SN10 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Refe
New Solar Roof Design, Tesla India, Starbase Texas, Volvo, Nio (03.02.21)
➤ Tesla spotted testing what appears to be a new Solar Roof design ➤ Transport minister in India offers heavy incentives for Tesla ➤ Addressing Tesla’s market share in Europe ➤ Elon Musk tweets about intent to create Texas town called Starbase ➤ Starship SN10 test flight on track for March 3rd ➤ Dear Moon project announcement ➤ Volvo announces intent to move to 100% all-electric vehicles ➤ Nio adjusts production plans in wake of semiconductor shortages Twitter: https://www.twitter.com/teslapodca
German Battery Research, China Expansion, Giga Texas FTZ, FSD Subscription, CNBC (03.01.21)
➤ Tesla partners on battery research with university in Germany ➤ Checking in on Tesla’s production status in Fremont ➤ Tesla requests Foreign Trade Zone designation for Giga Texas ➤ Shanghai approves land near Giga Shanghai for new energy vehicle manufacturing ➤ Elon Musk provides timeline update on Full Self-Driving subscription ➤ Yoke steering wheel spotted on refreshed Model S ➤ CNBC hosts Gene Munster/Gordon Johnson, Ron Baron finally rescheduled ➤ Morgan Stanley issues updated TSLA note ➤
Latest on Tesla’s Production, Semiconductor Supply, Jaguar’s Misleading EV Plans + SpaceX Updates (02.26.21)
➤ Latest information on Tesla’s production halt ➤ More news on automotive semiconductor supply issues ➤ Morgan Stanley’s Adam Jonas talks Tesla on CNBC ➤ Jaguar shares more details on EV plans at investor day ➤ SpaceX updates and upcoming news Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy
Musk Addresses Tesla Production Status, Acknowledges Supply Issues + Dogecoin, EV Credit (02.25.21)
➤ Tesla reportedly temporarily halts production at Fremont, Elon Musk responds ➤ New federal EV tax credit legislation introduced by Oregon Members of Congress ➤ Rumor on Giga Berlin production timeline ➤ Update on Tesla battery project in Australia ➤ Refresh Model S and Model X spotted ➤ Analyzing claim that SEC is investigating Elon Musk’s comments on Dogecoin ➤ Rob Maurer appears on Fox Business: https://video.foxbusiness.com/v/6235324954001#sp=show-clips Twitter: https://www.twitter.com/tesl
Did Bill Gates Seriously Short TSLA Stock? + Tesla Hit Piece in WaPo, Tesla Profiles, 4680 Batteries (02.24.21)
➤ Bill Gates responds to multiple questions on whether or not he has shorted TSLA stock ➤ Elon Musk responds to Washington Post article suggesting Musk is hurting Tesla by stretching himself too thin ➤ Washington State EV legislation moves forward ➤ Tesla prepares update to user profile management ➤ LG looks to beat Panasonic to 4680 battery production ➤ Biden administration addresses semiconductor shortage, EV battery supply chain Twitter: https://www.twitter.com/teslapodcast Patreon: https://w
Alex Potter & Rob Maurer Discuss Tesla (02.23.21)
➤ Alex Potter of Piper Sandler joins Rob Maurer LIVE to discuss his street-high $1,200 TSLA price target, Tesla’s investment in Bitcoin, investor sentiment, competitive landscape, and more. Apologies for the audio issues at the end. The full audio was salvaged in the audio podcast which can be found here: Apple: Spotify: You can find the previous conversations between Potter & Maurer here: https://youtu.be/ey3UeFJqSqY https://youtu.be/z9k3ppSk0oA https://youtu.be/pzPcCpJvj5I 0:00 Introduction 1:
What Is Going on With the Model Y? And TSLA Stock? (02.22.21)
➤ Just days after lowering the price on the Standard Range Model Y, Tesla removes it from the design studio ➤ TSLA stock falls another 8.5% ➤ Elon Musk shares product updates on Solar Roof, Cybertruck, and SpaceX’s Starlink ➤ Tesla submits expansion application to Fremont ➤ UK Supreme Court rules on ride-hailing services ➤ Alex Potter interview scheduled for February 23 at 11am PT / 7pm UTC Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Ref
Munro “Blown Away” By Musk + Semiconductors, FCC Denies Tesla, Porsche Spinoff? (02.19.21)
➤ Sandy Munro shares more details about his recent interview and time spent with Elon Musk ➤ Reuters article adds color on automotive semiconductor supply challenges ➤ FCC denies Tesla’s request to utilize radar in vehicle cabins ➤ Volkswagen reportedly exploring Porsche spinoff Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fr
Evaluating Tesla’s Price Changes, Consumer Reports, JD Power (02.18.21)
➤ Tesla has reduced the opening price on the Model 3 and Model Y, evaluating the price adjustments and implications for Tesla ➤ Consumer Reports publishes annual automotive brand report card ➤ JD Power publishes 2021 automotive dependability study Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jer
How I Think About Tesla’s Volatility + ARK Invest, Munro, Refreshed Model S (02.17.21)
➤ Rob Maurer shares his thought process on TSLA’s fluctuating price and how he approaches the stock’s volatility ➤ Cathie Wood of ARK Invest discusses Tesla on CNBC ➤ Sandy Munro interview suggests Apple Car involvement ➤ Refreshed Model S spotted in public Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer
Institutions Adjust Stake in TSLA + Tesla India, Cryptocurrency, EV Market, SpaceX Valuation (02.16.21)
➤ Warren Buffett’s Berkshire Hathaway discloses mysterious position hidden in previous filing, and it’s not Tesla ➤ Chief Minister of state of India announces Tesla’s plans in India ➤ New Giga Shanghai tour video: https://youtu.be/pAjw0m47LCs ➤ Major TSLA institutional investors adjust their positions ➤ Elon Musk continues to tweet about cryptocurrency, Dogecoin ➤ Experian publishes US electric vehicle market share numbers ➤ Mercedes changes plan on US EV launch ➤ Chevy announces updated 2022 Ch
China/Tesla Met About Complaints + Giga Berlin, TSLA Short Interest, Musk 13G/A (02.12.21)
➤ Tesla met with Chinese regulators over customer complaints, safety concerns ➤ Quick look at the next few days ➤ Tesla receives approval for more equipment installation at Giga Berlin ➤ Updated TSLA short interest ➤ Schedule 13G/A filed showing Elon Musk’s current ownership stake in TSLA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous p
Elon Musk Joins Joe Rogan for 3-Hour Interview, Edmunds Releases EV Range Test (02.11.21)
➤ Elon Musk joins Joe Rogan for a three-and-a-half-hour interview and shares new details on Tesla’s Roadster and the new Tesla Model S Plaid, discusses Tesla’s Cybertruck, Semi, future product plans and more. ➤ Edmunds publishes electric vehicle range test, says every Tesla they tested fails to meet EPA range Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes In
Assessing Semiconductor Supply Issues, Giga Berlin Battery Update, Autonomy Regulation, Vanguard (02.10.21)
➤ Semiconductor supply issues are impacting automakers across the globe, how serious is the situation for Tesla? ➤ German minister comments on Tesla's Giga Berlin battery manufacturing timeline ➤ Germany introduces new legislation on autonomous driving ➤ Vanguard discloses large stake in TSLA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicro
Shanghai Interview Recap, Tesla Singapore, Audi's Flagship EV, Apple Car, Kia Roadmap, Tesla Model Home, Starlink IPO (02.09.21)
➤ President of Tesla China, Tom Zhu, speaks with Xinhua Net about Tesla’s progress at Giga Shanghai, production, China R&D plans, and more ➤ TSLA volume nearly hits 3-year low ➤ Tesla launches in Singapore, assessing the market and Tesla’s positioning ➤ Audi launches new flagship EV, the Audi e-tron GT ➤ Apple and Hyundai-Kia reportedly pause partnership conversations ➤ Kia announces EV roadmap through 2030 ➤ Did Tesla’s Bitcoin purchase leak on Reddit before it was announced? ➤ @greentheonly sh
Analyzing Tesla’s $1.5B Investment in Bitcoin, “FiverrTruck”, China Production, Starlink (02.08.21)
➤ Tesla discloses $1.5B investment in Bitcoin, Rob Maurer discusses the decision and its impact ➤ Tesla files its annual report, sharing new details on Tesla Energy ➤ More rumors surface on Giga Shanghai production rates ➤ Super Bowl advertisement causes spike in Tesla Cybertruck search interest ➤ Consumer Reports releases automotive owner satisfaction survey ➤ Elon Musk and Miami mayor connect on The Boring Company tunnels ➤ Starlink continues to progress, SpaceX opens orders Coinbase: https://
Model Y China Production Rate, Tesla Indonesia, Enhanced AP, BlackRock Increases Stake, $180 TSLA Price Target (02.05.21)
➤ Chinese media outlet allowed access to Model Y factory in China, shares details on production ➤ Indonesian government official says Tesla has submitted proposal for operations in the country ➤ Tesla brings back Enhanced Autopilot option in select markets ➤ BlackRock discloses greater than 5% ownership stake in Tesla ➤ Bernstein reiterates underperform rating on TSLA stock with a $180 price target Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast T
Semi Production/Timeline Rumors, Texas Robots, SpaceX Interest in Bitcoin, More Apple Car Rumors (02.04.21)
➤ New rumors on Tesla Semi production volume, timeline, and manufacturing location ➤ Further reporting on Apple Car suggesting Apple is close to finalizing and agreement with Hyundai-Kia ➤ Drone footage at Giga Texas shows new equipment arriving ➤ SpaceX attends event which may have implications for Tesla’s balance sheet ➤ Volkswagen solicits external business model suggestions (https://bit.ly/2MXdnDa) ➤ Volkswagen ID.6 photos leaked Twitter: https://www.twitter.com/teslapodcast Patreon: https:/
Berlin Timeline, Supercharger Factory, Tesla Israel, Daimler Splits, Rivian (02.03.21)
➤ Tesla updates design studio for Model Y in Europe with a new timeline for Giga Berlin production ➤ Tesla starts production at new Supercharger factory in Shanghai ➤ Analyzing Tesla’s positioning in their new market of Israel ➤ Tesla clears environmental impact assessment for Giga Shanghai expansion plans ➤ Daimler announces intent to split company up into separate entities ➤ Amazon announces first customer deliveries with Rivian electric vans ➤ US Treasury Secretary to meet regarding market ci
Musk Interviewed by Munro, New Semi Photos, EU Battery Funding, Tesla Israel (02.02.21)
➤ Elon Musk joins Sandy Munro to discuss Tesla’s engineering, quality control, structural battery, autonomy, and organizational structure (https://youtu.be/YAtLTLiqNwg) ➤ Tesla officially recalls select Model S and Model X vehicles over MCU issue ➤ New Tesla Semi spotted in California ➤ Tesla could be in line for €1B of funding for battery production in Europe ➤ Panasonic comments on battery supply business with Tesla ➤ Tesla opens design studio to Israel ➤ Rumor surfaces about Tesla having an i
Alex Potter TSLA Price Target to $1,200, Elon Musk Clubhouse Recap, Baron/Wood Comments, Refresh Delivery Timelines (02.01.21)
➤ Piper Sandler analyst Alex Potter has increased his TSLA price target to a new street-high $1,200 per share, noting that Tesla “fireworks aren’t over” yet ➤ Elon Musk is interviewed about Tesla, SpaceX, Neuralink, Bitcoin and other topics, then brings Robinhood CEO on the call to answer questions about trading halts last week ➤ Ron Baron of Baron Funds and Cathie Wood of ARK Invest comment on Tesla ➤ Morgan Stanley increases TSLA price target, addresses valuation if Tesla achieves 50% compound
Musk Adds Bitcoin to Twitter Description, Is Refresh Model S/X Battery Smaller? (01.28.21)
➤ Tesla CEO Elon Musk changes his twitter description to bitcoin, cryptically tweets about inevitability ➤ Argus Research sets $TSLA price target above $1,000, the second price target on the street to eclipse the mark ➤ Citron Research to stop publishing short reports in wake of GME, AMC ➤ S&P warns oil and gas companies on credit rating ➤ Do Tesla’s refreshed Model S and Model X vehicles have less energy than before? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com
TSLA Short Interest Rises to Record $47B as GME, AMC Bring Stock Market’s Attention to Shorting (01.28.21)
➤ Tesla short selling has increased to a record $47 billion as TSLA’s stock price continues to rise ➤ Robinhood and other brokerages halt trading on Gamestop ($GME) and AMC Entertainment ($AMC) as short squeeze pressures hedge funds ➤ Analysts react to TSLA’s Q4 earrings report ➤ Continued discussion on Tesla’s earnings report and refreshed Model S and Model X ➤ Tesla ramps up Supercharger network expansion Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladaily
Earnings Recap - Tesla Q4-20 (01.27.21)
Full review of Tesla's Q4 earnings report. Part one is Rob Maurer's reaction to Tesla's shareholder letter and financial results, and part two contains overall thoughts after hearing Tesla's earnings call. YouTube part 1: https://youtu.be/Y7gzjSTN3Bc YouTube part 2: https://youtu.be/9vfn1eq90bE Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludic
Q4-20 Tesla Earnings Preview (01.26.21)
➤ Join Rob Maurer for a live preview of Tesla's Q4 earnings report, including Rob's forecast compared to consensus estimates, thoughts on guidance, and any other items to watch for in TSLA's report. YouTube link: https://youtu.be/4b5GYUuIq1Y Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Exec
TSLA, Government Vehicles, Pelosi, Baird, Musk Tweets, Product Updates (01.25.21)
➤ TSLA stock at all-time high close, briefly crosses $900 per share ➤ Speaker of the House Nancy Pelosi discloses purchase of TSLA call options ➤ Biden administration reportedly seeks to declare climate as a matter of national security, proposes converting federal government vehicle fleet to electric (https://d2d.gsa.gov/report/federal-fleet-open-data-visualization) ➤ Baird ups TSLA price target, discusses “Company X” holding company ➤ Musk tweets about autonomy, pokes back at Waymo ➤ Sandy Mun
Owner Survey, Berlin Progress, Gigapress, Waymo Comments (01.22.21)
➤ A new survey of electric vehicle owners reveals some concerning trends for Tesla competitors and mixed results for Tesla itself ➤ Tesla receives limited approval for battery factory related work in Berlin ➤ Tesla’s casting machine spotted in action in drone flyover video: https://youtu.be/BwoiFC-HwPE ➤ Waymo makes series of comments distancing itself from Tesla as a competitor ➤ Tesla lowers price of MCU upgrade for older Model S and Model X vehicles ➤ Elon Musk offers $100M prize for carbon c
Questions for Q4 Earnings Call, Oppenheimer TSLA Price Target, EU Price Cuts (01.20.21)
➤ Question submission/voting for Tesla’s Q4 earnings call has now opened ➤ Rob’s question (batteries): https://saytechnologies.com/s/27ad296e ➤ Rob’s question (solar): https://saytechnologies.com/s/4a101014 ➤ Oppenheimer raises TSLA price target to a new street-high ➤ Deutsche Bank increases TSLA price target ➤ Tesla reduces prices in Europe ➤ Mercedes announces EQA details ➤ VW Group CEO Herbert Diess joins twitter, immediately trolls Elon Musk Twitter: https://www.twitter.com/teslapodcast Patr
Some Math on Tesla’s New Batteries, Munro 2021 Model 3, Dahn/Tesla Battery Contract (01.19.21)
➤ Tesla releases new footage of the 4680 battery cell manufacturing process, hints at million mile lifecycle ➤ Electrek shares photo of structural 4680 battery ➤ Tesla and Jeff Dahn extend partnership, but with some changes ➤ Dahn video: https://youtu.be/2Vsr23gXVmg ➤ Yang video: https://youtu.be/EdjNXsyfLUA ➤ Metzger video: https://youtu.be/0tYzAUDS1Aw ➤ Sandy Munro offers first impressions of a refreshed 2021 Tesla Model 3 ➤ FSD Beta 10 released to positive reviews ➤ Tesla adjusts Powerwall pr
TSLA Price Target Leapfrog, S/X Check-In, Tesla Solar Inverter (01.15.21)
➤ Wedbush jumps Bank of America, sets new street-high price target on TSLA stock ➤ Checking in on the status of Tesla’s Model S and Model X as refresh rumors continue to circulate ➤ Tesla adds new Tesla Solar Inverter to website: https://www.tesla.com/support/energy/solar-inverter/tesla-solar-inverter Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investment
Requests by Tesla in Autonomy Safety Update, Earnings Scheduled, Q4 Safety Reports (01.14.21)
➤ Tesla asked NHTSA to adjust language in safety policy update for autonomous vehicles, possibly hinting at some of Tesla’s future plans (https://www.nhtsa.gov/sites/nhtsa.dot.gov/files/documents/ads_cw_final_rule_01142021.pdf) ➤ Tesla schedules Q4-20 TSLA earnings report ➤ Tesla releases latest Autopilot and fire safety reports Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid
Boring Co/Tesla, Solar, Recall, Short Interest, ARKX, Nio (01.13.21)
➤ The Boring Company reaches pair of agreements in Las Vegas and hopes to soon begin operating with autonomous Tesla vehicles ➤ Tesla looks to expand technological assistance in quality control process ➤ Tesla Solar Roof installation completed by roofing company in one day: https://youtu.be/XC0V2QXapJs ➤ NHTSA requests Tesla recall of more than 150,000 Model S and Model X vehicles ➤ TSLA short interest spikes after S&P 500 inclusino ➤ ARK Invest files paperwork for new fund ➤ Continuing the disc
Nio Day vs. Tesla, Tesla India, Model Y Safety (01.12.21)
➤ Nio unveils new vehicle, solid state battery plans, updated battery swap stations, and new autonomous driving hardware at Nio Day 2020 ➤ Comparing Nio’s announcements and strategies to Tesla and Tesla’s Battery Day ➤ Tesla establishes business unit in India ➤ NHTSA issues Model Y crash safety rating Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investment
TSLA Streak Ends, Price Targets, AI Day, Model Y Casting, China Design, Apple Car (01.11.21)
➤ Tesla stock ends historic run despite price target increases from Credit Suisse and Bank of America, including a new street-high ➤ Elon Musk mentions possibility of a Tesla artificial intelligence day in 2021, notes market potential ➤ Model Y delivered with single-piece rear underbody casting ➤ Tesla reportedly conducting months-long search for design director in China, potential impact on $25k Tesla? ➤ Apple / Hyundai rumors continue to heat up regarding an Apple Car Twitter: https://www.twit
$25k Tesla Rumor, Apple Car, Model Y, and Next Week (01.08.21)
➤ New report out of China suggests Tesla may be finalizing the design on a cheaper Tesla in preparation for delivery in 2022 ➤ Hyundai admits Apple has contacted them in relation to electric vehicles and battery development ➤ More information on the Standard Range and 7-seat Model Y variants ➤ NHTSA concludes review of Tesla unintended acceleration ➤ TSLA stock sets a new record ➤ Quick look at next week Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypod
TSLA, Musk's Assets, Standard Range & 7-Seat Model Y (01.07.21)
➤ Elon Musk has become the wealthiest person in the world with a new worth approaching $200B, and he may be just getting started on his way to becoming the world’s first trillionaire ➤ Tesla becomes the 5th most valuable company in the world, passing Facebook, as its valuation nears $800 billion ➤ RBC Capital upgrades TSLA from underperform rating, doubles price target ➤ Tesla releases Standard Range and 7-seater Model Y ➤ Rob on Smart Passive Income podcast: https://youtu.be/YIDlqgCff-0 ➤ Rob o
Supercharger Expansion - Fast Enough? 2021 Update & Analysis (01.06.21)
➤ Tesla updates Supercharger expansion plans for 2021 — is Tesla expanding the charging network quickly enough to keep pace with new vehicles? ➤ Democrats pick up two senate seats in Georgia elections ➤ China Model Y delivery timelines updated Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Si
TSLA is “The Chosen One” Says Morgan Stanley, Price Target to $810 (01.05.21)
➤ Morgan Stanley increases TSLA price target to $810 per share in updated note, calls Tesla “the chosen one” ➤ FSD Beta drives from Los Angeles to Silicon Valley: https://youtu.be/XPrsRM2cxGs ➤ Report on Tesla Model Y gross margin in China ➤ Rivian reportedly raising capital at new valuation Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrou
China Model Y Launch/Details, Plaid Model S, Giga NY, Battery Updates (01.04.21)
➤ Tesla updates China design studio with number of changes to Model Y and Model 3 soliciting a strong reaction from customers ➤ TSLA briefly surpasses a $700 billion market capitalization ➤ Updated Model S with manufacturer’s license plate spotted as production shutdown continues ➤ Giga New York job posting mentions becoming the largest factory in the world ➤ Tesla and Panasonic agree to terms on new battery supply deal ➤ LG signs battery investment agreement in Indonesia Twitter: https://www.tw
Live Replay: Tesla Reports Q4-20 Production and Deliveries (01.02.21)
➤ Tesla has reported Q4 and full year 2020 deliveries and production. Join Rob Maurer of Tesla Daily for a live reaction and analysis of the report. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Troy Cherasaro E
Q4-20 Deliveries & Production Estimates (01.01.21)
YouTube Link: https://youtu.be/uTHL4fPK2_U ➤ Did Tesla hit 500,000 deliveries in 2020? Rob Maurer walks through detailed production and deliveries forecasts / estimates / predictions for Tesla’s Q4-20. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive prod
Musk Email, Holiday Update, India, Panasonic (12.28.20)
➤ Discussing a leaked quarter-end email from Elon Musk pushing for Tesla to deliver 500k vehicles in 2020 ➤ Checking in on TSLA stock ➤ More news on Tesla’s future expansion to India ➤ Nikkei report on Panasonic and Tesla’s 4680 battery cells ➤ Tesla Daily schedule is TBD for the rest of the week Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Lud
Company X: Merging Tesla & SpaceX? (12.23.20)
➤ Elon Musk says merging Tesla, SpaceX, and companies like Neuralink and The Boring Company into one parent company called “X” could be a good idea ➤ Important update on solar power in the United States Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 0:00 TSLA update 2:29 Company X analysis 13:59 Solar power update Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen E
Musk Tried to Sell Tesla to Apple? + TSLA Update, Tesla/Bitcoin, Apple Car (12.22.20)
➤ Tesla CEO Elon Musk reveals that he had reached out to Apple about a possible acquisition of Tesla ➤ Analysis of reignited rumors of Apple developing an electric Apple Car ➤ TSLA stock check-in after S&P 500 inclusion ➤ Elon Musk comments on Bitcoin Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer
Jim Cramer & Rob Maurer: Tesla is the Stock of the Year (12.21.20)
After a panelist vote on the best stocks of 2020, one company stood well above the rest -- Tesla. The volatile stock has captured the attention of the world with a meteoric 731% rise year-to-date compared to a 15% increase for the S&P 500 index. Rewind the clock back another six months to the lows of June 2019 and TSLA stock has increased 19-fold. Forget doubling or tripling, that's a novemdecupling. We checked. Perhaps, then, it comes as no surprise that 12 of our 16 panelists voted Tesla as th
Quick Update - S&P 500 (12.18.20)
Livestream Replay: https://youtu.be/swvTz27rlf8 Join Rob Maurer of Tesla Daily live as TSLA stock finishes its final trading day before inclusion in the S&P 500 index. Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by
How TSLA's S&P 500 Inclusion Will Go Down w/ Rich Lee: Head of ETF Trading at Baird (12.17.20)
➤ Rob Maurer of Tesla Daily is joined by Rich Lee, Head of Program & ETF Trading at RW Baird to discuss Tesla's inclusion in the S&P 500 index, how tracking and benchmark funds are approaching the addition, the closing cross trade, and what retail investors should understand ahead of TSLA's inclusion. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investment
TSLA, Dark Pools, and the Closing Cross (12.16.20)
What are dark pools? What is the closing cross trade? How do these impact Tesla stock (TSLA) and the upcoming inclusion in the S&P 500 index? ➤ Rob Maurer breaks down the mysterious world of dark pool trading and how it might relate to Tesla’s S&P 500 inclusion ➤ Analysis and explanation of the closing cross trade which is a mechanism that will likely be used to acquire TSLA stock by index funds attempting to track the S&P 500 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.pa
What S&P Tracking Funds are Doing Ahead of TSLA Inclusion, Model Y Rumor, TSLA Trending (12.15.20)
➤ Analyzing positions of major S&P 500 tracking funds ahead of TSLA’s inclusion in the S&P 500 index (SPY, IVV, VOO) ➤ Tesla stock highlighted by Google as one of 2020’s top-trending searches ➤ Rumor on new Model Y test vehicle production in Fremont ➤ Greetheonly shares a look at Tesla’s Augmented Vision ➤ Tesla expands to new locations in Europe Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid produc
Planned Production Shutdown, Leaked Emails, Refresh Speculation, VW Update (12.14.20)
➤ Leaked email from Tesla discloses planned production shutdown for Model S and Model X ➤ Analysis on whether Tesla is finally refreshing their high-end vehicles or not ➤ S&P announces TSLA’s addition to the S&P 100 index and which company TSLA will replace in the S&P 500 ➤ Elon Musk pushes for higher production and notes robust demand in leaked email to Tesla employees ➤ Tesla reportedly begins offering 1 year of free Supercharging on Model 3 and Model Y vehicles delivered before year-end ➤ Jef
Rob Maurer & Dave Lee on Tesla, Investing, and the Stock Market (12.11.20)
➤ Dave Lee joins Rob Maurer live to discuss Tesla, TSLA stock, investing, and the stock market 0:00 Introduction 2:22 Watching TSLA stock price? 4:05 Options trades? 6:27 What to watch for Tesla over the next year? 10:55 Tesla’s operating leverage 21:05 Why didn’t analysts get TSLA sooner? 26:10 Did you see this price increase coming? 31:31 Have you been tempted to sell TSLA? More timestamps to come. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast
LFP Battery Reports, Capital Raise Complete, Berlin Update, VW Management (12.10.20)
➤ Reports out of China indicate there may be cold weather performance issues from with the new lithium iron phosphate batteries used in Tesla’s Model 3 SR+ from Giga Shanghai ➤ Exploring the origin of the reports and the cold weather performance characteristics of other vehicles ➤ Tesla completes $5 billion capital raise ➤ New Street Research downgrades TSLA stock ➤ Update on Giga Berlin ➤ Volkswagen executive committee and VW Group CEO Herbert Diess meet in regards to Diess’ future Twitter: htt
Price Movements, S&P Update From JP Morgan, Starship SN8 (12.09.20)
➤ A new TSLA note from JP Morgan shares insight into fund manager thoughts on how to manage Tesla’s inclusions in the S&P 500 index ➤ Analysis of the buying and selling dynamics of the stock market and how they impact TSLA’s share price day-to-day ➤ Assessing JP Morgan’s $90 TSLA price target and why their analysis may not capture the full picture of Tesla ➤ SpaceX Starship SN8 test flight Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Refe
QuantumScape’s Solid-State Battery vs. Tesla, China November Sales, Berlin Update (12.08.20)
➤ Tesla co-founder and former CTO, JB Straubel, calls QuantumScape’s solid-state battery a breakthrough as the company unveils performance details of their new solid-state battery cell ➤ Analyzing the details of QuantumScape’s announcement and how the company’s battery stacks up compared to Tesla’s ➤ Discussion on QuantumScape stock (QS), financial projections, and valuation ➤ China Passenger Car Association publishes November sales data for Tesla in China ➤ Giga Berlin deforestation faces delay
$5B Potential Capital Raise Offering Issued by Tesla (12.08.20)
➤ Tesla announces at-the-market equity distribution agreement allowing the company to raise up to $5 billion in capital by issuing new shares of TSLA stock ➤ Full analysis on the structure of the possibly capital raise and the impacts to Tesla as a company and TSLA stock ➤ More information on Tesla’s capital spending plans can be found in this video: https://youtu.be/N2pAkEjUUrg Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https
Musk Compensation, TSLA ATH, Diversity Report, Roadster/Solar Updates (12.07.20)
➤ Taking a look at Elon Musk’s compensation plan as TSLA stock passes a $600B valuation and closes at yet another all-time high ➤ Musk compensation plan full explanation: https://youtu.be/XfHWl_Lhf5o ➤ Tesla updates accounts for Tesla Roadster referral winners ➤ @greentheonly on Twitter finds waypoint feature in Tesla firmware ➤ Tesla removes $1.49/W pricing on solar panels from its website ➤ Highlights from Tesla’s first annual diversity, equity, and inclusion report and comparisons to the auto
Elon Musk Hates Meetings - Here’s Why (12.04.20)
Elon Musk hates meetings. In a follow-up to Volkswagen’s “Mission-T” workshop meeting, Rob Maurer of Tesla Daily explores Musk’s stance on meetings, how those feelings permeate the culture of Musk’s companies, and how culture impacts Tesla and its competitors. Plus, an update on TSLA stock as it hits a new all-time high closing price, news on Elon Musk, and GM’s struggle with Cadillac dealerships. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Te
Why Goldman Sachs Price Target May Be Too Low, S&P Update, Short Sellers (12.03.20)
➤ Goldman Sachs has upgraded TSLA stock to a Buy rating and increased their price target on Tesla to $780 per share ➤ Rob Maurer analyzes the note from Goldman Sachs and discusses areas where the street-high price target may be wrong ➤ TSLA stock closes at all-time high ➤ Bloomberg shares data on S&P 500 benchmark funds ➤ Short sellers chime in on TSLA stock ➤ Michigan legislation prohibiting Tesla operations moves forward Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreo
Musk is Fortune’s 2020 Businessperson of the Year, Giga Berlin, Volkswagen Update (12.02.20)
➤ Elon Musk has been selected as Fortune’s Businessperson of the Year 2020 ➤ Automotive News also recognizes Elon Musk with award ➤ Tesla receives paint shop permit for Giga Berlin ➤ Update on Volkswagen after CEO Herbert Diess meets with executive committee in regards to the company’s future Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicro
Musk Talks Autonomy, TSLA, Mergers, Electric Jets + Leaked Email, Cybertruck, LG (12.01.20)
➤ Elon Musk shares new details on Tesla in a series of interviews as recipient of the Axel Springer Award (https://youtu.be/787CmHGyOmE) ➤ Musk talks autonomy timelines, TSLA’s share price and market cap, merger possibilities, electric jets and more ➤ In a leaked email, Musk pushes for lowering costs and mentions Tesla’s profitability ➤ First Cybertruck deliveries pushed to 2022? ➤ Q4 delivery order deadlines ➤ LG Chem reportedly doubling battery production Twitter: https://www.twitter.com/tesla
S&P 500 Decision, China Model Y Approval, Volkswagen's "Mission T" (11.30.20)
➤ S&P DJI announces conclusion of consultation on how to handle inclusion process for TSLA’s addition to the S&P 500 index ➤ Tesla gets approval from Chinese government to sell Shanghai-made Model Y vehicles ➤ Tesla releases latest version of their Full Self-Driving beta, “FSD Beta 6” ➤ Tesla Tequila shipments start to arrive for some customers ➤ Volkswagen’s Herbert Diess posts about Volkswagen’s transformation strategy, including details on VW’s “Mission T” targeting Tesla ➤ SpaceX to test Sta
TSLA Passes Berkshire Hathaway, Musk Awarded, NHTSA Investigates Model S/X Suspension (11.27.20)
➤ Tesla moves up a slot in the rankings of the the world’s most valuable companies, passing Warren Buffett’s Berkshire Hathaway ➤ Elon Musk wins Axel Springer award, will speak at award ceremony ➤ NHTSA’s Office of Defects Investigation opens up preliminary evaluation of Tesla Model S/X vehicles produced in 2015-2017 ➤ CFRA increases price target on TSLA stock ➤ Northeast Securities initiates coverage on TSLA stock Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/te
Updated S&P 500 Numbers, FSD Beta 5, Supercharger Factory (11.25.20)
➤ Revisiting the numbers on S&P 500 inclusion as TSLA stock continues to set new all-time highs and is up 35%+ since announement ➤ Tesla Model X, Model Y recalls issued ➤ Tesla releases ‘FSD Beta 5’ with firmware version 2020.44.15.3 (https://youtu.be/2NFP_E3Dcr0) ➤ Reuters reports on Tesla’s plans to build manufacturing plant for Superchargers in China ➤ Tesla adds new webpage dedicated to battery jobs (https://www.tesla.com/battery-jobs) ➤ Episode 700 of Tesla Daily! 🎉 Patreon: https://www.pa
New Battery Cost, Tesla Semi Details from Musk Interview + TSLA All-Time High (11.24.20)
➤ Elon Musk shares new details on Tesla’s battery costs, Tesla Semi, Giga Berlin, and Tesla’s challenges for 2021 in a new interview for the European Battery Conference ➤ Full interview: https://youtu.be/gG6dwg6cyv0 ➤ TSLA stock passes $500B market cap and hits new all-time high Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fr
Wedbush Increases Price Target, Model Y Shanghai Batteries, Tesla Fob Hacked, GM/Ford Updates (11.23.20)
➤ TSLA closes above $500 per share, another new all-time high close ➤ Wedbush Securities increases TSLA price targets, has $1,000 bull case ➤ LG Chem to reportedly supply batteries for Tesla’s Model Y production at Giga Shanghai ➤ Model X accessed by Belgian research group exploiting security flaw ➤ GM’s Cadillac brand faces dealership challenges during transition to electric vehicles ➤ Ford releases official EPA ranges for the Ford Mustang Mach-E Twitter: https://www.twitter.com/teslapodcast Pa
Goldman Sachs on S&P 500, Model Y Range, Tesla Police Vehicle (11.20.20)
➤ Goldman Sachs weights in on the demand for TSLA shares as Tesla is added to the S&P 500 index ➤ Revisiting S&P 500 tracking funds and benchmarked funds ➤ Model Y may be getting a range boost ➤ Fremont Police Department completes analysis of a Tesla as a police patrol vehicle (https://www.scribd.com/document/485032185/Police-Electric-Vehicle-Pilot-Program-Outcome-Report-2020-Final-11-17-20-Docx#download&from_embed) ➤ XPeng plans to implement lidar sensors for autonomy ➤ Model Y 7-seater delive
TSLA All-Time High Close, FSD Beta Updates, Consumer Reports, Giga Berlin (11.19.20)
➤ TSLA stock hits a new all-time high closing pricing ➤ Elon Musk gives an update on Tesla’s Full Self-Driving beta ➤ Jörg Steinbach, Minister of Economic Affairs for Brandenburg comments on Tesla’s Giga Berlin targets: https://youtu.be/ZMb0ZGMTa84 ➤ Consumer Reports drops Model S recommendation, rates Model Y much worse than average on reliability ➤ Previous interview with Jake Fisher of Consumer Reports: https://directory.libsyn.com/episode/index/id/8804990 ➤ GM updates electric vehicle plans
TSLA Continues Rising, Morgan Stanley Upgrade, Buffett Investing in TSLA? (11.18.20)
➤ TSLA stock has risen another 10% as Morgan Stanley upgrades their rating on Tesla, with the stock now 19% higher than before the S&P 500 inclusion announcement ➤ Breaking down the Morgan Stanley TSLA note by Adam Jonas ➤ Tesla joins new organization called ZETA to advocate for EVs ➤ News on battery factories from Tesla, Panasonic ➤ Elon Musk teases significant Tesla firmware update ➤ Is Warren Buffett’s Berkshire Hathaway secretly buying TSLA stock? ➤ Berkshire Hathaway’s recent 13F filing has
TSLA +8% on S&P 500, Musk COVID-19 Update, China Production, EU Emissions (11.17.20)
➤ TSLA stock rises by 8% following the announcement of upcoming S&P 500 index inclusion, a drop from the earlier +13% reaction ➤ Discussion on TSLA shares trading volume and short interest ➤ Update on Elon Musk’s health status ➤ Revisiting Tesla’s weekly production rate for Model 3 at Giga Shanghai ➤ Tesla hires part-time workers for Q4 delivery push ➤ UK moves up ban on sale of internal combustion engine vehicles while EU commission explores stricter emissions standards ➤ California adds $1,500
Live: Tesla Added to S&P 500 Index (11.16.20)
➤ Tesla has been officially added to the S&P 500 index by S&P Global ➤ Live replay of Rob Maurer discussing the inclusion process, the unique characteristics of Tesla, and the impact on TSLA stock and the S&P 500 Video version: https://youtu.be/bENy1YyJol8 Previous S&P 500 inclusion videos: Part 1: https://youtu.be/JN8PNPBkaWc Part 2: https://youtu.be/3v-FFbdd_VM Part 3: https://youtu.be/vESXdmRZFTU Part 4: https://youtu.be/kvebdXHKuEw Twitter: https://www.twitter.com/teslapodcast Patreon: https
Musk May Have COVID-19, Deutsche Bank Meets With Tesla IR, Tesla & Indonesia, BMW iX Follow-Up (11.13.20)
➤ Elon Musk tests positive and negative for COVID-19 ➤ FDA document for the BD Veritor System for Rapid Detection of SARS-CoV-2 can be found here: https://www.fda.gov/media/139755/download ➤ SpaceX Crew-1 mission impact ➤ Deutsche Bank meets with Tesla investor relations, shares takeaways in new TSLA note ➤ Indonesian officials scheduled to meet with Tesla executives to discuss batteries ➤ Follow-up on BMW iX and Universum employer survey Twitter: https://www.twitter.com/teslapodcast Patreon: ht
Top Employer Ranking, Daimler Drama, BMW iX, California Registrations (11.12.20)
➤ Tesla ranks as the most attractive employer to United States engineering students ➤ Comparing Tesla’s rankings to other automakers and a look at worldwide results ➤ Daimler/Mercedes-Benz plant manager reportedly leaves for Tesla causing pushback from Daimler workforce ➤ BMW shares first look and specs of BMW iX, an all-electric SUV ➤ Comparing BMW iX to Tesla’s Model Y ➤ California reports Q3 vehicles registrations with Model Y taking top slot for the luxury compact SUV category ➤ Rivian revea
Q4 Delivery & Production Forecast (11.11.20)
➤ Rob Maurer provides in-depth forecast for Tesla’s Q4 2020 delivery and production numbers, explaining reasoning and context ➤ Tesla appears poised to crush expectations for Q4 ➤ CPCA releases Giga Shanghai production numbers for October Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh E
New Model 3 Battery, TSLA Stock, Waymo Throws Shade at Tesla, FUV Follow-Up (11.10.20)
➤ German Model 3 registration papers reportedly show a new battery capacity on 2021 model year Model 3 ➤ TSLA stock falls as market rotates out of tech stocks ➤ Tesla Tequila has been hiding in plain sight ➤ Google’s Waymo throws shade at Tesla’s autonomous technology ➤ Follow up on last week’s interview with Arcimoto founder and CEO Mark Frohnmayer (https://youtu.be/03UPxnqpCok) Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: http
China Rumors, 2021 “Refreshed” Model 3 Delivery, Tesla Energy Project, Toyota Comments (11.09.20)
➤ Rumors from Tesla’s Giga Shanghai on MIC Model Y, 2021 production capacity ➤ China Passenger Car Association releases October sales numbers ➤ The first 2021 model year Model 3 vehicles have begun to be delivered in the United States, with one new owner sharing a brief video showing some of the “refresh” updates: https://www.youtube.com/watch?v=42NbLSOLVGI ➤ Pride Group Enterprises orders 150 Tesla Semis ➤ Tesla selected for massive new battery project in Victoria, Australia ➤ Toyota President
The FUV & Beyond: Interview w/ Arcimoto Founder Mark Frohnmayer (11.06.20)
Founder and CEO of Arcimoto, Mark Frohnmayer, joins Rob Maurer of Tesla Daily to discuss Arcimoto's strategy, history, long-term targets, market size, new products, and more. Timestamps: 0:00 Intro to Arcimoto & Mark 5:56 Prototyping & iterating 11:17 Pricing & mass production 15:15 Arcimoto partnership with Munro & Associates 18:59 Market size & potential 22:46 Arcimoto Deliverator 25:58 Platform, product expansion, long-term targets 29:26 Arcimoto Roadster & Cameo 32:25 Elon Musk’s comments on
Tequila! Tesla Releases Tesla Tequila (11.05.20)
Tesla has finally released Tesla Tequila, an exclusive, small-batch premium 100% de agave tequila añejo, completing what started out as an April Fools joke years ago. Here's the full story. teslatequila.tesla.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy C
TSLA Underperforms as Election Results Come In, BMW Tweaks EV Strategy? (11.04.20)
➤ As US presidential and congressional election results trickle in, the overall stock market rises and Tesla stock underperforms Nasdaq, S&P500 ➤ BMW CEO Oliver Zipse discusses updated EV strategy Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer
New Firmware 2020.44, Musk Discusses Tesla’s Past (11.03.20)
➤ Tesla releases firmware 2020.44 with new features for Autopilot, Spotify, and more ➤ Teslamag.de reports on Tesla working with Saueressig Engineering on battery cell production lines ➤ Elon Musk discusses Tesla’s past and bankruptcy risk time periods on Twitter Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer
Cybertruck Rumors, Honda/Tesla Credits, Battery Suppliers Follow Tesla’s Lead (11.02.20)
➤ Elon Musk says Tesla Cybertruck updates coming next month ➤ Ride the Lightning podcast shares new info on Cybertruck from source (https://teslapodcast.libsyn.com/episode-274-interesting-cybertruck-rumors) ➤ Honda enters into credit pooling agreement with Tesla, Fiat-Chrysler ➤ Tesla releases update to FSD beta, Elon Musk talks improvements ➤ Another report from Model Y order holder in Europe on delivery timeline ➤ Panasonic, LG announce development of larger form factor cylindrical battery ce
Finally... (10.29.20)
Elon Musk says you can literally order a Tesla in two minutes, maybe one minute if you’re really fast... Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executi
Berlin Model Y Timeline, TSLA Stock, Consumer Reports Autopilot Ranking, Fiat-Chrysler/Tesla Credits (10.28.20)
➤ TSLA stock falls 4% as indices face toughest day in months ➤ Model Y order holder in Netherlands receives update on Giga Berlin production timeline ➤ Consumer Reports ranks Cadillac’s Super Criuse driver assistance system ahead of Tesla’s Autopilot ○ Jake Fisher Part 1 - https://directory.libsyn.com/episode/index/id/8804990 ○ Jake Fisher Part 2 - https://directory.libsyn.com/episode/index/id/12056072 ○ Kelly Funkhouser - https://directory.libsyn.com/episode/index/id/11608583 ➤ Fiat Chrysler co
Energy Plan Launched by Tesla in the UK, Short Shorts Update (10.27.20)
➤ Tesla launches Tesla Energy Plan in the UK ➤ Full analysis and cost breakdown ➤ Update on Shanghai license plate restrictions and impact on Tesla ➤ Tesla starts shipping and delivering their newest product Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executiv
TSLA 10-Q Analysis, Capital Expenditures, Musk Compensation (10.26.20)
➤ Tesla publishes 10-Q SEC filing for Q3 2020, detailing $10B+ capital expenditure plans and sharing more details on Elon Musk CEO performance compensation plan ➤ More information on Elon Musk’s compensation plan can be found here: https://youtu.be/XfHWl_Lhf5o ➤ Additional information on Tesla’s deferred revenue, production rates, delivery constraints, Energy gross margins, and Tesla’s $5B capital raise ➤ Tesla begins to export Model 3 from China ➤ Shanghai places additional restrictions on lice
Model S/X China Recall, Model 3 Shanghai Exports, TSLA Stock, More Product Updates (10.23.20)
➤ Tesla issues a recall of 30,000 Model S and Model X vehicles in China ➤ TSLA stock finishes down for the week despite strong earnings, FSD beta release ➤ Discussion on recent reports of Tesla’s plans to export Model 3 from Giga Shanghai in China ➤ Twitter user @greentheonly reports on firmware details which may hint at further product updates to Tesla’s Model 3, Model Y ➤ Reports of continuing discussion between Tesla, Indonesia on possible factory ➤ Tesla adds more solar panels to Giga Nevada
Full Self-Driving Limited Beta Released, Videos Surface (10.22.20)
Video available here: https://youtu.be/7nhBTSg4zWQ ➤ Tesla releases full self-driving rewrite beta to limited set of customers ➤ Videos surface showing step-change in capability ➤ Compilation and analysis of videos from @teslaownersSV and @brandonee916 ➤ Elon Musk says Tesla will raise price of FSD option next week ➤ Discussion on the near-term financial impact of the FSD update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Wh
Q3-20 TSLA Earnings Report Recap (10.21.20)
Highly recommend this episode on video due to the amount of numbers: https://youtu.be/vq3_IzrD5MY Recap of Tesla's Q3 earnings report and shareholder letter. Rob Maurer analyzes Tesla's results and why TSLA stock is trading up after the report. You can listen to Tesla's Q3 earnings call and hear Rob's reaction here: https://youtu.be/bXjUzIvkEW4 (reaction starts at 1:03:30) #Tesla #TSLA #Investing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Pla
TSLA Q3 Earnings Preview & Estimates (10.20.20)
Tesla Q3 earnings preview by Rob Maurer of Tesla Daily. Forecasts for Tesla's revenue, profit, expenses, and earnings are discussed in detail and compared to Wall Street consensus estimates for the third quarter. Tesla reports earnings on Wednesday, October 21, after market close and will host an investor call at 2:30 p.m. Pacific Time / 5:30 p.m. Eastern Time / 9:30 p.m. UTC. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why
All of Tesla’s 2021 Model Year Updates! (10.16.20)
➤ Tesla has updated their entire vehicle lineup for model year 2021, extending range and adding features ➤ Breaking down all the changes over the last week and possible explanations for the advancements Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive pro
TSLA Bull Case / Q&A With Alex Potter and Rob Maurer (10.15.20)
Live discussion on Tesla stock with Alex Potter, analyst at Piper Sandler, and Rob Maurer of Tesla Daily. Discussion includes valuation of Tesla's autonomous driving and energy business lines, reactions to Battery Day, TSLA's upside, analyst perception, and more. Potter and Maurer field questions live from both institutional investors and YouTube chat. You can find the previous conversations between Potter & Maurer here: https://youtu.be/ey3UeFJqSqY https://youtu.be/z9k3ppSk0oA Timestamps: 0:00
Musk (Again) Cuts Model S Price, Ron Baron on TSLA, Q3 Earnings Questions, 7-Seat Model Y (10.14.20)
➤ Ron Baron discusses Tesla on CNBC, says he expects TSLA valuation to eventually increase to $2 trillion ➤ Goldman Sachs increases TSLA price target to $450 ➤ Question submission and voting process opens up for Tesla’s Q3 earnings call ➤ Rob’s question 1: https://saytechnologies.com/s/9b288e7d ➤ Rob’s question 2: https://saytechnologies.com/s/92747835 ➤ Elon Musk announces another price cut to Tesla’s Model S, just one day after a $3,000 price cut ➤ Analysis on profitability impact from reduced
Model S Price Cut, X Range Increase(?), FSD Rewrite, S&P Upgrade (10.13.20)
➤ Tesla cuts Model S price by $3k ➤ Model X vehicle delivered to customer shows higher range ➤ Tesla full self-driving software rewrite to launch in “limited beta” next week ➤ S&P Global upgrades Tesla credit rating ➤ China-made lithium iron phosphate Model 3 deliveries begin ➤ Update on Tesla’s plans in India ➤ Renault looks to partner on EU emissions ➤ HBO pursuing limited series on SpaceX, Elon Musk Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodca
Interview: Pierre Ferragu on Tesla and $578 Price Target (10.12.20)
Pierre Ferragu of New Street Research recently published a street-high TSLA price target of $578 per share. In today's live interview, Pierre joins Rob Maurer of Tesla Daily for a discussion on Tesla's position in the automotive market, TSLA's stock price, Battery Day, institutional investor sentiment, and more on Tesla. You can find Pierre on Twitter @p_ferragu New Street Research: https://www.newstreetresearch.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/t
Model 3 Update, Earnings Scheduled, FSD, Snake Charger, EV Maintenance (10.09.20)
➤ New photos of Model 3 at Tesla’s Fremont factory fit rumors of updates to the vehicle ➤ Tesla schedules Q3 earnings report earlier than some expected ➤ Elon Musk tweets updates on Autopilot / Full Self-Driving progress and Tesla’s plans for an automated “snake” charger ➤ Waymo expands fully driverless ride sharing operation ➤ Consumer Reports releases new data on electric vehicle maintenance compared to internal combustion engine vehicles ➤ Amazon unveils delivery van developed with Rivian ➤ R
4680 Battery Rollout Plan + Elon Musk Production Email (10.07.20)
➤ Elon Musk shares more details on Tesla’s in-house 4680 battery cell plans and production roadmap ➤ Analyzing a potential rollout plan by Tesla factory and product line for Tesla’s battery cells ➤ Leaked Elon Musk email discusses annual production targets #Tesla #TSLA #Investing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh E
Shanghai Model Y, Tesla PR, Chamath on Tesla, Polestar 2, Mercedes Strategy Update (10.06.20)
Updates on Shanghai Model Y production, Tesla’s public relations team, Mercedes-Benz new strategy and more. Timestamps: 0:23 TSLA stock update 1:07 Made-in-China Model Y production plans 5:04 Tesla & BHP talk nickel supply 6:11 Discussing Tesla’s PR strategy 10:09 Chamath talks Tesla 11:46 Polestar 2 EPA rating 13:06 Mercedes strategy update Links to Mercedes-Benz presentation: https://www.daimler.com/investors/events/capital-market-days/2020-mercedes-benz-strategy-update.html https://www.daiml
New Acquisition, Possible India Gigafactory, Indonesian Nickel, Giga Berlin Updates (10.05.20)
➤ Tesla acquires another German automation company ➤ India government, Elon Musk comment on Tesla in India ➤ Tesla reaches out to Indonesia, a nickel production powerhouse ➤ Giga Berlin hiring timeline reported by Tesmanian ➤ Germany September automotive sales ➤ @greentheonly on Twitter shares code behind Tesla interior camera ➤ Elon Musk says bird’s eye view coming soon to Tesla vehicles ➤ Long term battery costs mentioned by Musk on Twitter ➤ Newly-delivered Model Y roof reportedly flies off a
Record Quarterly Deliveries & Production in Q3 2020 (10.02.20)
➤ Tesla reports quarterly deliveries +53% sequentially, +43% to last year, and +24% to the previous quarterly record ➤ With new record production of 145,000 vehicles, Tesla may have a path to achieving their original 2020 guidance of 500,000+ vehicle deliveries for the year ➤ Full analysis on the Q3 delivery and production report and what’s next for Tesla Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lak
Q3 Delivery & Production Estimates/Preview (10.01.20)
YouTube link: https://youtu.be/OqjjGz5FpSc ➤ In depth forecast of Tesla's Q3 2020 delivery and production numbers as well as analyst consensus estimates ➤ Tesla is expected to report Q3 delivery and production numbers before October 5th, likely on October 2nd ➤ Early forecast for Q4 and full year 2020 production and whether or not Tesla will their original 500,000 unit guidance #Tesla #TSLA #Investing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcas
Solar Roof Price Drop, Delivery Record, LFP Model 3 (09.30.20)
➤ Tesla updates Solar Roof webpage, drops prices ➤ Electrek reports follow-up information on record delivery target Elon Musk email ➤ Tesla reportedly on the verge of releasing lithium iron phosphate (LFP) Model 3 from Giga Shanghai Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive produce
Walmart Triples-Down on Tesla Semi, Ford Cuts Prices on Mustang Mach-E (09.29.20)
➤ Walmart Canada more than triples orders for Tesla Semi ➤ Ford cuts prices on all-electric Mustang Mach-E ahead of launch ➤ Toyota discusses electric vehicle targets ➤ BMW makes plans for M performance electric vehicle ➤ Tesla updates investor relations webpage ➤ Elon Musk mentions Starlink IPO timeline Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Execut
Musk Talks TSLA Stock, Battery Day Reactions, EV Market + Tesla Interest in LG Investment? (09.28.20)
➤ Elon Musk discusses Tesla’s stock price, media coverage and Wall St. reactions to Battery Day, and more in a new interview with Kara Swisher. Transcript: https://www.nytimes.com/2020/09/28/opinion/sway-kara-swisher-elon-musk.html?showTranscript=1 ➤ Musk congratulatory on Tesla quarterly deliveries, but notes logistical challenges ➤ Discussion on overall EV market and Tesla’s growth ➤ Korea Times reports on Tesla interest in taking stake in LG Chem spinoff ➤ Tesla and Piedmont Lithium agree on
Model Y Acceleration Boost, Tesla Expands Giga Texas Land (09.25.20)
➤ Tesla reportedly acquires additional land to expand Giga Texas site ➤ Tesla introduces software option for the non-performance all-wheel drive Model Y offering increased acceleration ➤ Stay tuned for an upcoming appearance podcast guest appearance by Rob Maurer Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer
Factory Size and Battery Investments, 4680 Charging, California to Ban ICE (09.24.20)
➤ Tesla’s Battery Day presentation gives clues to Tesla’s Gigafactory plans, vehicle production goals, and the required investment in battery production over the next 10 years ➤ Examining Supercharging rates on Tesla’s new 4680 battery cell ➤ Elon Musk discusses Tesla HVAC, Tesla electric jet possibilities ➤ California Governor issues executive order to ban the sale of new internal combustion engine vehicles by 2035 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/t
Battery Day: Tesla’s Path to Becoming the Most Valuable Company in the World (09.22.20)
Recap and insights from Tesla’s Battery Day presentation by Rob Maurer of Tesla Daily. ➤ Tesla unveils new in-house battery cell with larger form factor, tabless design, better performance, and lower cost ➤ Elon Musk and Drew Baglino discuss Tesla’s long term goals and terafactory production goals ➤ Analysis of Battery Day, TSLA’s market reaction, long-term impact, and more Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Pla
The Most Important Thing to Know About Battery Day (09.20.20)
➤ Tesla may be unveiling a new battery cell and battery production line at Battery Day, improving energy density and lowering cost. But none of those developments are the most important thing to know about Tesla's Battery Day... ➤ Full Tesla Battery Day preview: https://youtu.be/Wq5Awwmzh_o #Tesla #TSLA #Investing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Has
Battery Day Preview: What to Expect Ahead of Tesla’s Battery Day (09.17.20)
Deep dive preview of everything to expect ahead of Tesla’s Battery Day on September 22, 2020. Timestamps: 0:27 Tesla’s battery cells 4:09 Battery chemistry 6:32 Dry battery electrode 8:19 Cell-to-pack 9:26 Battery manufacturing 12:00 Million mile battery 13:52 Charging speed 17:10 Mining and suppliers 18:48 Plaid powertrain Million mile battery episode: https://youtu.be/EtvvJ5u1Sdo Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who
New Battery Cell? + Credit Suisse Outlines $1T TSLA Valuation Scenario (09.16.20)
➤ Electrek sources say pictures of mysterious battery cell are of Tesla’s new in-house Roadrunner battery cell ➤ Examining the implications of a new larger cell. Further analysis can be found here: https://www.youtube.com/watch?v=JnpgtsLfPoY (timestamp 1:39) ➤ Deutsche Bank, Credit Suisse raise TSLA price targets ahead of Tesla’s upcoming Battery Day ➤ Credit Suisse sees possible scenario valuing TSLA at $1T today ➤ European Commission President proposes stricter emissions targets by 2030 Twitte
First Berlin Production Equipment, New Largest Supercharger Location, Daimler Emissions (09.14.20)
➤ Tesla starts to bring paint shop equipment on to Giga Berlin site ➤ Newly discovered Supercharger location may be the biggest worldwide ➤ Electrek tweets about mysterious thicc battery cell ➤ Daimler reaches settlement agreement in the US over emissions test allegations ➤ Nikola Motors reportedly under Department of Justice investigation after research report, following reports of SEC investigation as well Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladail
Autopilot Rewrite, China Model Y Production Volume/Timing, Bill Gates/Elon Musk, Tesla Solar (09.14.20)
➤ Elon Musk updates on timeline for significant update to Tesla’s Autopilot and Full Self-Driving software ➤ TSLA stock fully recovers from worst single-day performance in less than a week ➤ Goldman Sachs issues updated note on TSLA exploring Tesla app downloads ➤ Bill Gates casts doubt on Tesla’s Semi plans, Musk responds ➤ Nikola Motors reportedly under SEC investigation after research report ➤ China heat pump supplier documents may reveal production schedule and volume for the made-in-China M
Shanghai Exports? + Analyst Updates, Musk Tweets (09.11.20)
➤ Bloomberg and Reuters report that Tesla plans to export from Giga Shanghai — is it a sign of demand constraints in China or a move to optimize logistics? ➤ Looking back at Tesla’s previous comments about Giga Shanghai ➤ UBS, JMP Securities weigh in on TSLA in updated notes ahead of Battery Day and after Tesla’s $5B capital raise ➤ Elon Musk tweets about Battery Day, Tesla’s HVAC plans ➤ EU reportedly considering raising 2030 emissions requirements Twitter: https://www.twitter.com/teslapodcast
Giga Berlin Growth Plans, Lucid Air Reveal Recap & Analysis (09.10.20)
➤ Giga Berlin timeline and completion percent discussed by Tesla executive ➤ Analysis of Tesla’s current factory expansion plans ➤ Brandenburg Minister of Economics comments on Giga Berlin employee counts, hinting at huge growth ➤ Tesla reportedly looking to expand Giga Berlin site with new land purchase ➤ Public hearing for discussion on Giga Berlin approval scheduled for September 23 ➤ Recap and analysis on Lucid’s reveal of the Lucid Air. Livestream link: https://youtu.be/SFNqiQ2QqaU Twitter:
Giga Texas Timeline Update, Giga Shanghai/New York Growth, Musk Comments on Lucid, TSLA Rebounds (09.09.20)
➤ TSLA stock rebounds after its worst single-day performance ever ➤ Giga Texas project schedule possibly shared on TeslaMotorsClob forum ➤ Global Times reports on Phase 2 progress at Giga Shanghai ➤ Tesla expands hiring at Giga New York in renewed effort to grow solar business ➤ Estimated Tesla delivery wait times updated again ➤ Elon Musk comments on Lucid Motors founder Peter Rawlinson, who also comments on Tesla’s business and TSLA’s stock price Twitter: https://www.twitter.com/teslapodcast P
TSLA’s Worst Day Ever, $5B Raise Completed, Musk & Volkswagen, Delivery Wait Times (09.08.20)
➤ TSLA stock has its worst day in history, finishing trading -21% ➤ S&P announces index adjustments, but leaves Tesla and Zoom out of the S&P 500 index for the time being ➤ Tesla completes $5.0B capital raise through follow-on stock offering ➤ Elon Musk meets with Volkswagen CEO Herbert Diess in Germany, test drives VW ID.3 ➤ Diess shares thoughts on the Tesla Model Y ➤ Elon Musk discusses Giga Berlin, says vehicle production from the factory will involve changes to the core structural technolog
Gordon Johnson and Rob Maurer Debate TSLA Bull/Bear Thesis (09.03.20)
Rob Maurer of Tesla Daily is joined live by Gordon Johnson, founder and CEO of GLJ Research, to discuss the bull and bear cases for TSLA stock at its nearly $400B valuation. Johnson has a $19 price target on TSLA stock. Timestamps: 0:00 Introduction and Gordon Johnson’s bear case 6:24 Is Tesla’s automotive business burning cash? 11:57 Is Tesla’s growth story over? 13:50 Are electric vehicles disruptive technology? 16:18 Gordon Johnson’s forecasts for Q3 and Q4, and discussing the regulatory cred
Battery Day Invitations, Baillee Gifford Lowers TSLA Stake, Elon Musk in Germany (09.02.20)
➤ Tesla starts sending invitations for upcoming Battery Day event and annual shareholder meeting ➤ TSLA stock falls, illustrating disadvantages of at-the-market offering ➤ Major TSLA investor Baillee Gifford reduces stake in the stock ➤ Bank of America increases TSLA price target ➤ Elon Musk in Germany for Giga Berlin meetings Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous prod
Potential $5B Capital Raise, TSLA S&P 500 Inclusion Check-In, China Model Y (09.01.20)
➤ Tesla sets up possible $5B capital raise through an equity distribution offering of TSLA stock ➤ Exploring the dynamics of the offerings and what it means for Tesla’s business ➤ Checking in on S&P 500 inclusion after TSLA’s stock split, surge in share price, and potential capital raise news ➤ Tesla Model Y spotted with camouflage in China ➤ Remembering Jack Rickard: https://www.echovita.com/us/obituaries/mo/cape-girardeau/marion-jack-rickard-11373892 Twitter: https://www.twitter.com/teslapodca
TSLA All-Time High After Stock Split, Musk Heads to Germany, Firmware 2020.36, Supercharging, Ford Battery Strategy (08.31.20)
➤ TSLA stock hits new all-time highs as 5-for-1 stock split is completed ➤ Tesla begins rolling out firmware version 2020.36 with new features ➤ Elon Musk heads to Germany for Giga Berlin and Tesla RNA microfactories ➤ Tesla expands supercharging partnership with major US retailer ➤ Neuralink progress update includes mention of Tesla ➤ Ford’s chief of product development and purchasing discusses the company’s battery strategy ➤ US court of appeals rules against 2019 policy reducing emissions vio
No, Tesla Doesn't Need Regulatory Credits to Make Money (08.28.20)
➤ Tesla has faced criticism for its reliance on regulatory credit sales to achieve full-year GAAP profitability and S&P 500 inclusion eligibility. Today's episode explores this argument and other considerations that should be made when discussing TSLA's profitability. ➤ California approves budget of hundreds of millions of dollars for electric vehicle charging infrastructure Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Pl
Battery Day Teaser, Extortion Sting Operation, Octovalve Updates, Lucid Air Battery (08.27.20)
➤ Tesla CEO Elon Musk gives some new hints on Tesla’s upcoming Battery Day and what Tesla is teasing in the background image on the Battery Day webpage ➤ Walking through Tesla’s tabless battery patent ➤ Sandy Munro reports on some updates from a new Model Y ➤ Tesla prepares to open a new high-capacity delivery center in China ➤ New job openings at Giga Shanghai hint at progress on Phase 2, Model Y ramp ➤ Data extortion attempt made on Tesla, Russian citizen arrested after sting operation ➤ Lucid
TSLA Bull/Bear Debate: Rob Maurer of Tesla Daily & David Trainer of New Constructs (08.26.20)
Founder & CEO of New Constructs, David Trainer, joins Rob Maurer of Tesla Daily to discuss the recently published research by New Constructs which calls TSLA stock "The Most Dangerous Stock for Fiduciaries". David and Rob discuss valuation metrics, profitability, risk vs. reward, long-term growth, investment philosophies, valuation models, market share, competition, and more. You can find New Constructs' research note here: https://www.newconstructs.com/tesla-the-most-dangerous-stock-for-fiducia
Model Y Casting Stats, California Fires, New Model 3 Trim (08.25.20)
➤ Tesla China posts infographic detailing improvements to the Tesla Model Y from Tesla's one-piece casting machine ➤ California fires lead to evacuation orders and warnings near Tesla's Fremont factory ➤ A new application from Tesla may show Tesla's plans to update the trim on the Tesla Model 3 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive produc
Silicon Nanowire Batteries: Amprius and Tesla Battery Day(08.24.20)
➤ Tesla announces event details for upcoming Battery Day & annual shareholder meeting and includes a background image which may be a teaser for the events ➤ Discussion on silicon nanowire anode battery technology and a battery startup which has moved their headquarters next to Tesla’s Fremont facilities: Amprius Technologies ➤ Fortune article discussed: https://fortune.com/longform/race-build-better-battery/ Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladail
Maurer/Cramer: Wedbush $3,500 Bull Case, Growth in China, Tesla Battery Day (08.24.20)
Jim Cramer joins Rob Maurer on Tesla Daily to discuss Wedbush's new $3,500 price target on TSLA stock, Tesla's growth in China, Battery Day, planned obsolescence and more. Timestamps: 0:00 Wedbush increases TSLA bull case price target to $3,500 per share on China upside, Battery Day expectations 4:00 Impact of planned obsolescence for Tesla and other automakers 5:32 Can Tesla justify its market share and continue growing? 6:45 Retail investor access to Tesla, and Tesla’s Battery Day 8:27 Tesla’s
Incredible Tesla Satisfaction Results, Tesla Service Expansion, New Interior Monitoring System (08.21.20)
➤ TSLA stock hits yet another all-time high, but falls into market close ➤ Tesla appeal spans generations in new satisfaction survey from Consumer Reports ➤ Tesla’s President of Automotive solicits job applications to help Tesla expand their service network ➤ Tesla applies for approval from the US Federal Communications Commission for a new in-vehicle monitoring system Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid pr
3-Year Anniversary of Tesla Daily - Checking In (08.20.20)
On Tesla Daily's third anniversary, we're checking in behind-the-scenes on what has been accomplished and, more importantly, what is yet to come. Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive prod
TSLA Stock Hits $2,000, Panasonic Increasing Battery Investment, California Blackouts (08.20.20)
➤ TSLA stock continues to hit new all-time highs, hitting $2,000 per share and a $375B market cap ➤ Panasonic discusses expanding investment in Tesla’s Gigafactory in Nevada, demand for Tesla’s vehicles ➤ Exploring Tesla’s production capacity ➤ California heat wave causing wildfires and blackouts incites criticism of renewable energy sources, demonstrates need for energy storage 3-year anniversary episode of Tesla Daily: https://youtu.be/NpFO2U9x-04 Twitter: https://www.twitter.com/teslapodcast
Jim Cramer & Rob Maurer Discuss TSLA Stock, Elon Musk, Tesla's Battery Day, and Tesla's Advantages (08.19.20)
Jim Cramer joins Rob Maurer on Tesla Daily to discuss Tesla's valuation, Elon Musk, Wall St.'s expectations for Tesla's upcoming battery day, and Tesla's advantages versus its competition. Timestamps: 0:00 Introduction 0:43 How has Cramer's thinking on Tesla evolved over time? 4:18 Is TSLA stock overvalued at $1,900 per share? 6:08 What are the expectations for Tesla's Battery Day? Does Tesla have a million mile battery? 13:43 Why isn't Tesla advertising? 15:12 Tesla's differentiating factors 16
Project Dojo, Hardware 4.0, TSLA Stock, Autopilot Rewrite (08.18.20)
➤ Is Tesla quietly developing and building the world’s fastest, most advanced supercomputer? Looking at the details of Tesla’s “Project Dojo”. ➤ TSLA stock continues to set new all-time highs after announcing a 5 for 1 stock split and continued analyst upgrades ➤ Elon Musk provides an updated timeline for “quantum leap” Autopilot update ➤ Is Elon Musk teasing the Plaid powertrain on Twitter? ➤ Tesla is attempting to ramp Powerwall production ➤ Reports indicate Tesla may be ready to test producti
Insurance in China, Stock Split Questions, Model Y Casting, Lucid Air, Tesla Energy/Charging/Talent (08.13.20)
➤ Tesla has founded an insurance brokerage business in China ➤ Following up on questions about TSLA’s upcoming stock split ➤ Elon Musk tweets about Tesla’s one-piece casting machine for the rear body of the Tesla Model Y ➤ Is Elon Musk teasing the Plaid powertrain on Twitter? ➤ Tesla makes significant change to its destination charging program ➤ Lucid Air gets 517 miles of range in unofficial replication of EPA test ➤ Tesla’s Hornsdale Power Reserve battery pack project achieves impressive resul
Rob Maurer Presents TSLA Bull Case to Northwestern Master's Students + Q&A (08.12.20)
➤ Rob Maurer presents the bull case for TSLA stock and why the company is not overvalued at its current market cap near $300B ➤ This presentation was given to Northwestern master's program students on August 12, 2020 and was followed by a question and answer session Timestamps 2:21 Background on Tesla Daily 3:52 Bull case presentation begins 7:16 Tesla's lead in electrification 10:43 Tesla's lead in autonomy 12:53 Tesla's lead in energy 14:30 Is Tesla overvalued? 26:35 Competition has completely
TSLA Stock Split Analysis (08.11.20)
➤ Tesla has announced a 5 for 1 stock split on TSLA stock: analyzing the impacts ➤ What happens to TSLA shares in a stock split? What happens to TSLA options in a stock split? ➤ Does the TSLA stock split have anything to do with TSLA getting in to the S&P 500? ➤ Should Tesla have split their stock? Was 5 for 1 the right split? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Ludicrous producer Fred Hassen Executive producer R
XPeng Preps US IPO, Giga Texas Costs, Giga Shanghai Phase 2 (08.10.20)
➤ China’s XPeng Motors has filed paperwork with the SEC in preparation for a multi-billion dollar initial public offering on the US stock market under ticker XPEV ➤ Analysis of XPeng’s F-1 filing as well as an overview of their business and products and how they compare to Tesla ➤ Tesla continues rapid expansion of Giga Shanghai ➤ Giga Texas land costs are disclosed, and criticized by some for being too high ➤ Tesla expands software-based braking feature and prepares UI for Tesla vehicle recogni
When Will Tesla Be Added to the S&P 500? (08.08.20)
PART 1: Will Tesla Stock Keep Going Up? Exploring the Mechanics of S&P 500 Inclusion - https://youtu.be/JN8PNPBkaWc PART 2: Tesla S&P 500 Inclusion Analysis - https://youtu.be/3v-FFbdd_VM ➤ When will TSLA stock be added to the S&P 500 index? When will the inclusion be announced, and how much time is in between? How often are stocks added to the index, and on what days? And what time? ➤ If there are any remaining questions around S&P 500 inclusion, please let me know Twitter: https://www.twitter.
RWD Model Y Coming Soon? Plus Tesla Custom Wraps (08.06.20)
➤ Is the cheaper rear-wheel drive (RWD) long range Tesla Model Y going to be released soon? Tesla starts to reach out to some order holders. ➤ Tesla starts custom vehicle wrapping in China Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguso
BMW & Other Earnings, SpaceX Starship SN5 Test Flight (08.05.20)
➤ SpaceX completes successful test flight and landing of Starship SN5, Elon Musk tweets about Mars progress ➤ Comparing TSLA’s second quarter earnings to other automakers as earnings reports continue to come in, including from BMW, Fiat-Chrysler, and Honda ➤ BMW continues to push for Power of Choice flexible vehicle architecture strategy Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Ludicrous producer Fred Hassen Executive
Elon Musk Explains Rivian Lawsuit, Tesla Short/Long Term Goals, Succession Planning, Chair Sells Shares, Ford CEO Retires (08.04.20)
➤ In a part three of a new interview with Automotive News, Tesla CEO Elon Musk talks about Tesla’s lawsuit of Rivian, his involvement in Tesla, succession planning, short and long term goals, regulatory credits, and more ➤ Part one recap available here: https://youtu.be/IlNUr2ZFVTE ➤ Part two recap available here: https://youtu.be/9NR1fZx_BIY ➤ Link to part three interview: https://www.autonews.com/weekend-drive-podcast/daily-drive-podcast-august-4-2020-one-one-elon-musk-part-3-autopilot ➤ TSLA
Musk on Cybertruck, Giga Texas, HQ, and Quality, Plus Berlin/China News, FCA Earnings (08.03.20)
➤ In a part two of a new interview with Automotive News, Tesla CEO Elon Musk talks about the Tesla Cybertruck, Giga Texas, Tesla’s headquarters and next US factory, quality, and future products ➤ Part one recap available here: https://youtu.be/IlNUr2ZFVTE ➤ Link to part two: https://www.autonews.com/weekend-drive-podcast/daily-drive-podcast-august-3-2020-one-one-elon-musk-part-2-third-us-plant ➤ News on Tesla’s Giga Berlin progress ➤ Giga Shanghai July Model 3 production numbers ➤ Quality surve
Elon Musk Talks Tesla Factories, Automation, China, and TSLA Stock (07.31.20)
➤ In a part one of a new interview with Automotive News, Tesla CEO Elon Musk talks about TSLA's stock price, automotive manufacturing potential, factories, automation, and Tesla's experience in China ➤ Tesla delays shipment of Tesla Short Shorts ➤ Link to full interview: https://www.autonews.com/weekend-drive-podcast/daily-drive-podcast-july-31-2020-elon-musk-one-one-exclusive-tesla-finally Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid pro
Panasonic Talks Energy Density, Comparing Tesla's Q2 to Other Automakers (07.30.20)
➤ Tech giants Apple, Amazon, Google, and Facebook report strong earnings lifting overall market including TSLA ➤ Panasonic discusses battery energy density, production line enhancements, and cobalt usage with Reuters ➤ Panasonic reports earnings and discusses Giga Nevada production ➤ Comparing Tesla’s second quarter results to other automakers earnings reports as they come in Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why L
Will Tesla License/Supply? Plus Morgan Stanley Update, 10-Q, Cash Raise, Credit Ratings (07.29.20)
➤ Elon Musk tweets about the possibility of Tesla licensing and supplying their technology to other automakers. Will Tesla do this? Analyzing the possibilities. ➤ Morgan Stanley increases base case and bull case price targets on TSLA stock ➤ Interesting details from Tesla's 10-Q quarterly filing for their second quarter earnings report ➤ Tesla offers asset-backed security to raise $780M ➤ S&P Global upgrades Tesla's credit and debt ratings ➤ PG&E and Tesla begin construction on massive energy st
Model 3 Turns Three: Looking Back on a Revolution (07.28.20)
Article: https://www.thestreet.com/tesla/articles/looking-back-on-a-revolution-tesla-model-3-turns-three On July 28, 2017—three years ago today—Tesla's decade-long master plan came to fruition when Tesla handed over the first BlueStar, now known as Model 3, vehicles to customers. The goal for BlueStar was clear from the start: drive volume. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Ludicrous producer Fred Hassen Execut
Giga Berlin, Megapack, Short Interest, Musk NYT Interview, BMW EV Plans (07.27.20)
➤ Tesla’s Giga Berlin continues to advance rapidly as Brandenburg state official discusses Tesla’s local battery plans: https://www.rbb24.de/studiofrankfurt/wirtschaft/tesla/2020/tesla-gruenheide-batterie-steinbach-musk-wasser.html & https://www.benzinga.com/news/20/07/16770111/teslas-european-battery-production-location-confirmed-by-brandenburg-minister-of-economics-and-energ ➤ Groundbreaking on Tesla Energy / Tesla Megapack project in Nevada ➤ TSLA short selling now sits right around $20B ➤ E
Part II: Q2-20 Earnings Report Recap (07.23.20)
Part 1: https://youtu.be/X3i_Z9cd7Fg ➤ Tesla Q2 2020 earnings report recap - part two ➤ Summary and takeaways from Tesla's second quarter earnings call and shareholder update ➤ Focus on batteries, autonomy, and manufacturing ➤ Discussion on Tesla Energy and Tesla Insurance Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive pro
Q2-20 Earnings Report Recap (07.22.20)
➤ Tesla Q2 earnings report recap ➤ For the second quarter, Tesla reported a GAAP profit of $104M, granting the company eligibility for inclusion in the S&P 500 index ➤ Tesla confirms Austin, Texas as location of next gigafactory ➤ Full review of TSLA's financials and the implications of second quarter results Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Ludicrous producer Fred Hassen Executive producer Rish Singh Executiv
Part 2: Exploring S&P 500 Inclusion (07.21.20)
➤ Part 1: Will Tesla Stock Keep Going Up? Exploring the Mechanics of S&P 500 Inclusion (TSLA) https://youtu.be/JN8PNPBkaWc ➤ Part 2: Continuing to explore the mechanics and implications of a Tesla’s potential inclusion into the massive S&P 500 index specifically focusing on timing, TSLA weighting in the index funds, benchmarking, synthetic funds, options positions, and selection committee variances Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast P
Q2-20 Tesla Earnings Report Preview (07.20.20)
➤ Tesla Q2-2020 earnings report consensus estimates, Tesla Daily forecast, and financial preview ➤ FactSet and company compiled consensus estimates for Tesla's second quarter ➤ Analysis of profitability outlook, automotive gross margin, regulatory credits, Model Y, Giga Shanghai, and what to watch for TSLA's 2Q earnings report and earnings call Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Ludicrous producer Fred Hassen Ex
Model Y Test Drives, NY EV Charging, Baird Price Target, Robinhood, and More (07.17.20)
Tesla solar or vehicle referral link: https://www.tesla.com/referral/matthew38789 ➤ TSLA stock closes the week at $1,500/share heading into earnings next week ➤ NY state announces significant investment into electric vehicle infrastructure ➤ Baird analyst Ben Kallo increases price target on TSLA stock ➤ Further analysis on number of users holding TSLA in Robinhood accounts ➤ Tesla updates solar referral program ➤ Tesla begins offering Model Y test drives — plus analysis on the timing of initial
Solar Update, Giga Output, GA4.5, Model Y Interest, Price Targets, Firmware Update (07.16.20)
➤ Tesla lowers opening price of solar panels again ➤ Science Channel tours Tesla Giga Nevada: https://vimeo.com/438899385 ➤ Tesla reportedly prepares to expand Model Y general assembly ➤ Tesla Model Y interest increases after price drops ➤ Credit Suisse, Citi increase TSLA stock price targets ➤ Tesla releases firmware 2020.28.2 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Ludicrous producer Fred Hassen Executive producer
Musk's Twitter Hacked, Q2 Earnings Call Questions (07.15.20)
Links to Say questions: 1. https://saytechnologies.com/s/85a92f13 2. https://saytechnologies.com/s/039c0d54 3. https://saytechnologies.com/s/af13e2a4 ➤ Elon Musk and other prominent Twitter accounts have been hacked ➤ Discussing questions for Tesla's second quarter earnings call next week ➤ Musk shares a conceptual render of Giga Berlin Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Ludicrous producer Fred Hassen Executive
Model Y Long Range Will Surprise, Coronavirus Cases, China Rumors, Giga Texas, BMW iX3 (07.14.20)
➤ As coronavirus cases continue to rise, California begins increasing restrictions and places Alameda County on monitoring list ➤ Electrek reports on Tesla’s internal coronavirus tracking data ➤ Tesla VP Tao Lin reportedly meets with Chongqing, China officials sparking factory rumors ➤ Travis County approves Tesla’s tax abatement proposal for Giga Texas ➤ BMW announces full details of all-electric iX3 SUV ➤ Tesla increases peak charging rate to 250 kW for Model S and Model X ➤ Analyzing Elon Mus
Exploring S&P 500 Inclusion (07.13.20)
➤ Tesla stock is up 50% over the last two weeks as Tesla’s second quarter earnings report approaches — what is behind the move and can TSLA stock keep increasing from here? ➤ Exploring the mechanics and implications of a company’s inclusion into the massive S&P 500 index including timing, how many shares need to be bought by when and by whom, liquidity, and more. ➤ TSLA has a volatile start to the week ➤ Alex Potter of Piper Sandler increases TSLA price target: https://www.thestreet.com/tesla/ne
All-Time High as S&P 500 Expectations Rise, Musk Tweets, Short Interest, Margin (07.10.20)
➤ TSLA stock passes $1,500 per share and closes at an all time high as speculation of possible S&P 500 inclusion ramps up ➤ Tesla announces new dates for the 2020 annual TSLA shareholder meeting and battery day ➤ Elon Musk tweets about updates for Model Y production at Giga Berlin ➤ Del Valle school district approves Tesla's tax proposal for possible Gigafactory in Austin ➤ TSLA short interest for June 30 released ➤ Some brokerages raise TSLA margin requirements (https://www.benzinga.com/trading
Musk Comments on Tesla Autonomy, Tesla Schedules Q2 Earnings Report (07.09.20)
➤ Tesla announces date for TSLA Q2-2020 earnings report and earnings call ➤ Elon Musk discusses Tesla autonomy, Giga Shanghai, and Tesla China at the 2020 World Artificial Intelligence Conference Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford
China June Numbers, Panasonic CEO on Musk, Goldman Note, Munro Model Y Update (07.08.20)
➤ Tesla reportedly sells a record number of vehicles in China in June ➤ Panasonic CEO Kazuhiro Tsuga calls Tesla CEO Elon Musk a genius at speaking event ➤ Goldman Sachs increases their price target on TSLA stock ➤ Munro comments on Model Y cost compared to Model 3 after completing Model Y teardown Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer
Morgan Stanley Ups TSLA Price Targets (07.07.20)
➤ Morgan Stanley has increased multiple price targets on TSLA stock in a new note entitled “The Great Re-Rating” ➤ Analysis of the Morgan Stanley’s price targets and how they compare to Tesla’s goals Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradf
Valuation Increases by $40B+ in TSLA's Biggest Day Ever, Analysts Increase Price Targets, LG Chem Expands (07.06.20)
➤ Tesla stock finished trading on Monday with a $163/share increase, the biggest increase in Tesla’s history, and continued to rise in after-hours trading, adding more than $40 billion dollars to TSLA’s market cap in a single day ➤ Analysts increase TSLA price targets after Q2 deliveries report ➤ LG Chem reportedly expanding battery production for Tesla Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Ludicrous producer Fred
Short Shorts Released (07.05.20)
➤ Tesla has added a new product to their merchandise store: Tesla Short Shorts ➤ Elon Musk has joked about releasing the product for the last two years ➤ Does the timing and description of the new product give us incite into Tesla's Q2 earnings report, expected in late July? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Execu
Q2 Delivery & Production Report (07.02.20)
➤ Tesla reports second quarter deliveries of 90,650 vehicles, and production of 82,272 vehicles, well ahead of consensus expectations ➤ Deliveries above 90,000 may indicate a profitable quarter for Tesla which would result in eligibility for S&P 500 inclusion ➤ Tesla is likely on track to achieve guidance in 2020 despite a challenging macro environment Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive produce
Q2-2020 Delivery & Production Estimates (06.30.20)
Video Link: https://youtu.be/07JVDZXASeo ➤ As Tesla's second quarter comes to a close, the company is set to announce Q2 delivery and production numbers in early July ➤ Wall St. consensus estimates near 70,000 deliveries may leave considerable room for Tesla to surprise to the upside, even in the midst of rising expectations ➤ Rob Maurer of Tesla Daily walks through a Tesla Q2 delivery and production estimate including Model Y, Model 3, Model S, and Model X as well as production splits between G
Musk Email Suggests Possible Q2 Profitability (06.29.20)
➤ In a new leaked email, Tesla CEO Elon Musk urges employees to go all out for profitability in Q2 ➤ Analysis on Musk’s past leaked emails, how likely Tesla is to achieve profitability in Q2, and the implications of Q2 results including possible S&P 500 index inclusion #Tesla #TSLA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Woo
JD Power, Delivery Expectations Rise, Analyst Notes, Musk Tweets, Amazon + Zoox (06.26.20)
➤ Delivery expectations rise for Tesla as the company heads into the final week of Q2 ➤ Deutsche Bank and RBC Capital issue updated notes on TSLA ➤ Elon Musk tweets about Tesla logistics challenges, worldwide Supercharger network usage, and a floating Cybertruck ➤ Analyzing the results of JD Power's 2020 Initial Quality Study and Tesla's lowest score among car brands ➤ California passes new emissions regulations on trucks ➤ Amazon agrees to acquire autonomous driving startup Zoox Twitter: https:
Million Mile Batteries (06.24.20)
➤ With one of Tesla's suppliers (Contemporary Amperex Technology Ltd, or CATL) recently announcing an automotive battery capable of more than one million miles, some have wondered if they have stolen Tesla's battery day thunder. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer
Leaked Elon Musk Email, Tesla Firmware 2020.24.6, Texas Giga Hearing, Mercedes & Nvidia Partnership (06.23.20)
➤ Tesla CEO Elon Musk emails all Tesla employees as the final days of Tesla's second quarter approach ➤ Tesla firmware version 2020.24.6 provides a number of interesting updates to Tesla's fleet ➤ Travis County holds a hearing with Tesla on the proposal for a Texas Gigafactory for Tesla's Cybertruck and Model Y ➤ Australia's renewable energy zones progress ➤ Mercedes and Nvidia partner for autonomous driving technology Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.co
Battery Day/Shareholder Meeting Rescheduled, Product Updates, JPMorgan Price Target Revisited, Leno Model Y (06.22.20)
➤ Tesla CEO Elon Musk postpones Tesla's 2020 annual shareholder meeting and tentatively reschedules it to coincide with Tesla's battery day ➤ Musk discusses several product announcements on Twitter including for Autopilot, Model Y, and Tesla's on-screen functionality ➤ Musk comments on TSLA's valuation, the highest of any automaker ➤ Jay Leno reviews the Tesla Model Y on Jay Leno's Garage ➤ California proposal regarding electric trucks Twitter: https://www.twitter.com/teslapodcast Patreon: https
Solar Update, JPMorgan Price Target, New Early Access Feature, BMW/Daimler (06.19.20)
➤ JP Morgan analyst Ryan Brinkman increases price target on TSLA stock ➤ Tesla updates solar panel pricing and power ➤ Update to traffic light and stop sign control rolls out to Early Access program members ➤ BMW announces layoffs and change of strategy with Daimler Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive prod
Possible Texas Factory Details Emerge, Jefferies Price Target Increase (06.18.20)
➤ Tesla filing with Texas comptroller office discloses location and other details on Tesla's potential factory in Texas ➤ Jefferies significantly increases price target on TSLA stock ➤ greentheonly tweets an update on 100 kWh pack Model 3 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executiv
Media Surprised by Tesla Registrations Despite Shutdown (06.17.20)
➤ The Wall St. Journal reports on Tesla registration numbers in the US for April and May leading to a spiral of negative headlines on the numbers ➤ TheStreet.com article discussing the news: https://www.thestreet.com/investing/tesla-registration-declines-california ➤ Lyft announces intent to become an all-electric platform by 2030 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executiv
Musk Dismisses Larger Pack, 400+ Mile Model S, Panasonic/Tesla Contract, Model Y QC (06.16.20)
➤ Elon Musk says a larger battery pack is not in development for the Tesla Model 3 or Model Y ➤ Tesla achieves a 400+ mile range on the Tesla Model S ➤ Tesla files a Form 8-K to report adjustments to their contracts with Panasonic ➤ Electrek reports on early Tesla Model Y quality control issues Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive prod
100 kWh Model 3, Tesla Energy UK, Spanish Auto Stimulus (06.15.20)
➤ Examining the business case for a 100 kWh Tesla Model 3 based on alleged findings of 100 kWh pack test vehicles ➤ Tesla is granted a license for energy generation in the UK ➤ Spain announces automotive stimulus package ➤ Tesla makes a statement on safety after production restart Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood
TSLA Downgraded by Goldman Sachs & Morgan Stanley, Sign Recognition, Solar Roof, Electric F-150 (06.12.20)
➤ Goldman Sachs and Morgan Stanley maintain low forecasts, downgrade TSLA stock ➤ Tesla appears to have added some additional sign recognition in their firmware ➤ Tesla cancels some Solar Roof orders while continuing Solar Roof hiring ➤ Ford delays electric F-150 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive produce
Most Valuable Automaker as TSLA Hits $1,000 (06.10.20)
➤ Tesla has achieved two incredible milestones, both on the same day: becoming the world's most valuable automaker and surpassing a $1,000 share price ➤ Reports that Tesla will begin volume production of Tesla Semi ➤ Wedbush increases price target on TSLA stock Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer
Rob/Gali: TSLA All-Time High Close, CATL 1 Million Mile Battery, China Numbers, NKLA (06.08.20)
➤ Rob Maurer and Gali Russell of Hyperchange discuss TSLA's all-time high close, CATL's 1 million mile battery, China May numbers, Tesla's impact report, and NKLA's booming stock ➤ Tesla adds China-made Model Y to design studio Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer
Tesla Vans, Model Y Review, Netherlands Incentives (06.05.20)
➤ Nasdaq sets a new all-time high ➤ Tesla reportedly working with The Boring Company on 12 passenger vans ➤ Wall St. Journal journalist Dan Neil reviews the Tesla Model Y ➤ Netherlands increases EV incentives Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson E
Germany Increases EV Incentives, Made-in-China Model Y (06.04.20)
➤ Germany introduces £130B stimulus package with a number of different EV incentives ➤ Tesla adds China-made Model Y to design studio Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Music by Eva
China Superchargers, Dealer Financing, SpaceX Launch (06.03.20)
➤ Elon Musk takes a break from Twitter, may be in the UK ➤ Tesla plans to aggressively expand the Supercharger network in China ➤ Wells Fargo adjusts lending to car dealerships ➤ SpaceX Demo-2 feedback and upcoming launch ➤ Nikola interview reaction Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasa
Interview: Nikola Motor CEO Trevor Milton (06.02.20)
Nikola Motor’s CEO and founder, Trevor Milton, joins Rob Maurer to discuss Nikola Corporation’s merger with VectoIQ (VTIQ), Nikola’s strategies, production roadmap, hydrogen vs. battery storage, battery breakthroughs, competition, and Nikola’s lawsuit against Tesla. 0:00 VTIQ / NKLA Nikola merger 4:35 NKLA valuation 9:50 Nikola production roadmap 16:48 Hydrogen vs. batteries 19:53 Hydrogen well-to-wheel efficiency 24:35 Hydrogen storage vs. battery storage 28:52 Hydrogen station costs 30:28 Niko
Musk/Tesla Boosted by SpaceX, VW Dieselgate Liability, German Auto Subsidies (06.01.20)
➤ SpaceX successfully launches and docks Crew Dragon Demo-2 mission, causing a spike in interest in Tesla and Elon Musk ➤ US court of appeals ruling may expose Volkswagen to more dieselgate liability ➤ Germany expected to introduce stimulus package supporting automotive sales Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Exec
Shareholder Meeting, Advertising, Cybertruck, SpaceX, UK Factory (05.29.20)
➤ Tesla schedules 2020 annual shareholder meeting ➤ Walking through the proposals which will be put to vote at the meeting ➤ Discussion on Tesla’s marketing and whether or not advertising makes sense ➤ Elon Musk and the Tesla Cybertruck appear on Jay Leno’s garage ➤ Tesla gets a boost in search interest during SpaceX launch countdown ➤ TSLA stock coverage initiated by Daiwa ➤ Tesla reportedly looking for land in the UK Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.co
A Tesla Daily Announcement (05.28.20)
➤ An announcement regarding the status of Tesla Daily moving forward Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Price Reductions in US and China (05.27.20)
➤ Analyzing Tesla’s price reductions in the US and China Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
50% Growth - Units or Revenue? (05.26.20)
➤ Elon Musk reiterated a 50% compound annual growth rate target for Tesla on TSLA’s Q1 earnings call, but what exactly was he referring to and what are the implications for Tesla’s business? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer B
Ackman Courts Musk, V2G Revisited, Musk Bloomberg Interview (05.22.20)
➤ Stock market is closed on Monday, May 25th ➤ Tesla Cybertruck to appear on Jay Leno’s Garage on Wednesday, May 27th ➤ SpaceX crew Dragon DM2 launch on Wednesday, May 27th ➤ ARK Invest CEO Cathie Wood discusses sales of TSLA stock ➤ Billionaire hedge funder manager Bill Ackman courts Elon Musk for the location of future operations ➤ Tesla emails production employees about returning to work ➤ Elon Musk interview with Bloomberg (https://www.bloomberg.com/news/features/2020-05-22/elon-musk-speaks-
Q2 & Full-Year Delivery & Production Estimates (05.21.20)
➤ https://youtu.be/dylvz9QDgG0 ➤ Tesla delivery and production forecasts for Q2 and full-year 2020 ➤ With Giga Shanghai and Model Y ramping up, Tesla is poised to exceed their 2020 guidance and deliver more than 500,000 vehicles on the year ➤ Q2 production and deliveries will likely outpace TSLA expectations ➤ Full forecast walkthrough and methodology Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive produce
Vehicle-To-Grid, Tesla/Alameda Lawsuit Resolution, Mazda MX-30 (05.20.20)
➤ The Tesla community is abuzz with speculation about vehicle-to-grid technology based on recent reports and the upcoming Tesla battery day. Today’s episode explores that speculation and examines Tesla’s past comments on vehicle-to-grid functionality. ➤ Tesla’s lawsuit against Alameda County is resolved ➤ First long range single-motor made-in-China Model 3s are delivered ➤ Mazda starts production on an all-electric SUV, the Mazda MX-30 Twitter: https://www.twitter.com/teslapodcast Patreon: https
EU Considers Massive Electric Vehicle Support (05.19.20)
➤ Bloomberg reports that the European Union is considering funding massive support of electric vehicles as it seeks to assist in both recovery and transformation of the automotive industry ➤ Tesla could be a beneficiary of the policies reportedly being discussed ➤ EU automotive VAT breakdown: https://www.acea.be/statistics/article/interactive-map-electric-vehicle-incentives-per-country-in-europe-2018 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast
Fremont/China Production, Panasonic Earnings, Texas Rumors, COVID-19 Vaccine News (05.18.20)
➤ TSLA stock underperforms other automakers as macros rise on positive vaccination news ➤ Tesla appears to be fully cleared for production in Fremont ➤ Tesla VP comments on Shanghai production ramp ➤ Panasonic reports quarterly earnings and comments on relationship with Tesla, battery plans ➤ Rumors continue to circulate around a Tesla factory in Texas, including a possible location ➤ Morgan Stanley issues update note on TSLA stock ➤ France looks to increase support for low-emission vehicles ➤ U
Texas Production Timeline, Battery Day Update (05.15.20)
➤ Electrek reports that Tesla has selected Austin, Texas as the next Tesla Gigafactory location ➤ Elon Musk tweets about date for Tesla's battery day ➤ Tesla lowers price for the long range single-motor Model 3 in China Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy C
Battery Rumors, Alameda Details, Long Range Model 3 (05.14.20)
➤ Alameda County Public Health Department releases question and answer communication addressing the production situation for Tesla in Fremont ➤ Reuters reports on Tesla battery rumors ➤ Tesla has reportedly begun production of the long range single-motor Model 3 in China ➤ Elon Musk tweets graph of superchargers usage by region over time Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Ex
Alameda County Responds, California AG Comments, HR Email (05.13.20)
➤ Alameda County Public Health Department responds to Tesla's attempts to restart production in Fremont, California ➤ California's attorney general comments on Tesla's production situation and policy enforcement ➤ Tesla's HR team sends out email to employees as some return to the factory ➤ SpaceX Model X prepares for Crew Dragon Demo-2 launch Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Sin
Trump Supports Reopening, Musk Email, Sheriff's Office/District Comments (05.12.20)
➤ Elon Musk emails employees about first days back at the factory, says it went "great" ➤ Donald Trump tweets support of Tesla reopening Fremont factory ➤ District supervisor chief of staff and Sheriff's office weigh in on Tesla ➤ Bay area county health officer comments on restarting manufacturing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive p
Musk Restarts Production Against County's Wishes, China April Numbers, Deutsche Bank Note, Short Interest (05.11.20)
➤ Elon Musk restarts Tesla's production at Fremont against the order of Alameda county, says “if anyone is arrested, I ask that it only be me" ➤ Tesla officially files lawsuit against Alameda county (https://www.courtlistener.com/recap/gov.uscourts.cand.359281/gov.uscourts.cand.359281.1.0.pdf) ➤ California Governor Gavin Newsom and local officials weigh in ➤ China registration and production numbers for April ➤ Deutsche Bank issues updated TSLA stock note after investor call with Tesla ➤ Update
Musk Threatens Lawsuit, Relocation of Tesla HQ (05.09.20)
➤ Elon Musk threatens to file lawsuit with Alameda county over continued production restrictions ➤ Additionally, Elon makes plans to relocate Tesla's headquarters outside of California ➤ Elon mentions Texas, further alluding to a possible Gigafactory in Texas ➤ Alameda county contact form, please be respectful: http://www.acphd.org/contact-acphd/contact-form.aspx Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executi
Is Tesla Restarting Production in Fremont? (05.08.20)
➤ Leaked email discloses Tesla’s plan to restart production at their Fremont factory on Friday, May 8th ➤ Alameda County continues to move more slowly in staged re-opening than California ➤ Tesla plans to offer tracking of Autopilot miles on the odometer ➤ Speed limit sign recognition for Tesla vehicles “coming soon” according to Elon Musk ➤ Tesla’s VP of Global Supply Chain reportedly leaves Tesla ➤ Tesla partners with Sunrun on Tesla Powerwall Twitter: https://www.twitter.com/teslapodcast Patr
Musk on Rogan, Production Status, Battery Patent (05.07.20)
➤ Recap of Tesla CEO Elon Musk's appearance with Joe Rogan on the Joe Rogan Experience podcast ➤ Checking in on Tesla's production status as California prepares to enter Phase 2 of re-opening the economy ➤ Tesla files battery cell patent for tabless battery cells, potentially indicating progress which could be discussed at Tesla's upcoming battery investor day ➤ The Limiting Factor's livestream: https://www.youtube.com/watch?v=ivIZ3DR1YtY Twitter: https://www.twitter.com/teslapodcast Patreon: ht
BMW Delays, GM Earnings (05.06.20)
➤ BMW reports Q1 earnings and delays new factory plans ➤ BMW reportedly cancels potential Tesla Roadster competitor ➤ GM reports Q1 earnings Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure
Interview: Alex Potter of Piper Sandler (05.05.20)
Video: https://youtu.be/ey3UeFJqSqY Alex Potter, analyst at Piper Sandler, and Rob Maurer discuss Alex's $939 price target on TSLA stock, Elon Musk's tweets, institutional investors' questions, the variance in perspectives between institutional and retail investors, Tesla's progress in China, David Einhorn's short thesis, Tesla Solar/Energy, upside/downside risks, and Tesla's valuation/position in the market. To hear more from Alex & Rob, specifically on Tesla in China, watch here: https://youtu
TSLA Rebounds, California's Phased Re-Opening, Autobidder, Daimler Software (05.04.20)
➤ TSLA stock recovers from Elon Musk's tweet saying the stock price was too high ➤ California works to move into Phase 2 of the re-opening process ➤ Morgan Stanley increases Tesla price target ➤ Tesla energy news in the UK ➤ Tesla Autobidder software ➤ Daimler reportedly exploring software partnerships with BMW & Volkswagen (https://translate.google.com/translate?sl=auto&tl=en&u=https%3A%2F%2Fwww.sueddeutsche.de%2Fauto%2Fbmw-daimler-vw-software-id3-1.4856930) Twitter: https://www.twitter.com/tes
Elon Musk Says Tesla Stock Price is Too High (05.01.20)
➤ Tesla CEO Elon Musk tweets that Tesla stock price is too high, in his opinion and TSLA stock falls afterwords ➤ Analyzing the importance and impact of this tweet, including if this may cause problems with the SEC related to Elon Musk's previous settlement agreement (http://prod-upp-image-read.ft.com/1199ee1e-686d-11e9-9adc-98bf1d35a056) Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke
Analysts Hike TSLA Targets, Deferred Revenue, Einhorn Back Again (04.30.20)
➤ Analysts raise price targets on TSLA stock after Tesla's Q1 earnings report ➤ Tesla files its quarterly 10-Q report, shedding more light on the Q1 results ➤ Discussion on Tesla's deferred revenue and regulatory credit outlook ➤ David Einhorn tweets at Elon Musk again, questioning Tesla's financials ➤ Tesla cuts price of the Model 3 in China Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Co
Part 2 - Q1 Earnings Recap (04.29.20)
➤ TSLA earnings review, part one: https://youtu.be/y1QbMiui06g ➤ Top 5 takeaways from Tesla's Q1 earnings call with investors and analysts ➤ Elon Musk speaks out against shelter-in-place orders ➤ Topics include Tesla's production and demand, autonomous driving progress and business impact, Tesla's battery investor day, the next Gigafactory (Gigafactory Texas?), China's importance, the long-term outlook for Tesla's business, and more Twitter: https://www.twitter.com/teslapodcast Patreon: https://
Q1 Earnings Recap - Part 1 (04.29.20)
➤ Tesla reports a surprise GAAP profit in Q1 2020 despite a number of macro and seasonal challenges on the back of strong automotive gross margin ➤ Tesla puts annual guidance on hold, but does not remove the possibility of hitting it ➤ Breaking down the most important takeaways from Tesla's Q1 shareholder letter and financial results vs. Wall St.'s estimates ➤ Metrics covered: revenue, GAAP/Non-GAAP earnings, gross profit, total gross margin, automotive gross margin, regulatory credits, net inco
Ford is Losing Billions & Cutting EV Plans, Falling Further Behind Tesla (04.28.20)
➤ Ford releases Q1 earnings report showing billions of dollars of loss and guiding for even larger losses in Q2. F Stock falls 5% after hours. ➤ Ford cancels all-electric Lincoln branded SUV project with Rivian as legacy automakers fall further behind Tesla's EV pace. ➤ GM cuts dividend and share repurchase program ahead of earnings report on May 6th. ➤ Tesla Q1 earnings preview: https://youtu.be/BrTqowJDdKs Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladail
Q1 Earnings Preview - Estimates & What to Watch (04.27.20)
➤ Tesla earnings report preview for Q1, 2020 ➤ Rob Maurer's Q1 TSLA estimates compared to FactSet consensus & Tesla-compiled consensus ➤ Breaking down what to watch for in the TSLA financials and shareholder letter/earnings call ➤ Metrics covered: revenue, GAAP/Non-GAAP earnings, gross profit, total gross margin, automotive gross margin, regulatory credits, EBITDA, net income, free cash flow, GAAP/Non-GAAP earnings per share, made-in-China Model 3 gross margin, Model Y gross margin, and full-yea
New Autopilot Functionality, Baird Note, Mitsubishi Warning (04.24.20)
➤ Tesla begins wide-release of new Autopilot functionality with firmware 2020.12.6 ➤ Discussion on the impact for Tesla's business and TSLA stock ➤ Is this update part of the core Autopilot rewrite? Ask by upvoting here: https://saytechnologies.com/s/3bfea260 ➤ Price increase goes into effect for Tesla's Model 3 in China ➤ Baird analyst Ben Kallo issues updated note on TSLA stock ➤ Mitsubishi Motors issues profit warning Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.
Q1 Earnings Questions, New Board Member, China NEV Subsidies, Audi Copies Tesla (04.23.20)
➤ TSLA Q1 earnings call questions can now be submitted and voted for ➤ My question: https://saytechnologies.com/s/144fd76b ➤ Frank’s question: https://saytechnologies.com/s/f1c452d5 ➤ TSLA analyst expectation divergence from Tesla’s long term plans ➤ Tesla appoints new board member, Hiromichi Mizuno ➤ China continues to adjust new-energy vehicle subsidy policy ➤ Audi straight-up copies Tesla ➤ New jobs report and PMI numbers Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patr
TSLA Downgraded by Bank of America, Automakers Aligning on Production Restarts, China NEVs (04.22.20)
➤ TSLA stock downgraded to underperform by Bank of America in a note that feels straight out of 2017 ➤ Volkswagen announces targeted production restart date for Chatanooga factory as automakers align on similar dates ➤ Morgan Stanley releases investor survey around electric vehicles and confidence in Tesla ➤ China updates purchase tax policy for new-energy vehicles Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Execu
Karpathy on AI for FSD (04.21.20)
➤ Rob joins Dave Lee to discuss Tesla (https://youtu.be/aDJQ6CVJl34) ➤ Andrej Karpathy presents on Tesla's use of artificial intelligence in pursuit of full self-driving (https://youtu.be/hx7BXih7zx8) ➤ Model S 0-60 time updated ➤ Model Y infotainment connection speed increased vs. Model 3 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer
Negative Oil Prices, Tesla Impact, Cybertruck Redesign (04.20.20)
➤ Oil contracts turn negative for the first time in history ➤ How can oil prices turn negative and how are Tesla and TSLA stock impacted? ➤ Cybertruck redesign comparison (https://cdn.knightlab.com/libs/juxtapose/latest/embed/index.html?uid=40791a72-81a1-11ea-a879-0edaf8f81e27) / http://www.cubarle.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executiv
Legacy Automaker Valuations Are Being Eaten by Tesla (04.17.20)
Over the last 12 months, Tesla has taken the dominant share of market valuation among US automakers. In an uncertain macro-environment, TSLA stock has rebounded strongly, and diverged from Ford, GM, and Fiat Chrysler. What does this mean for TSLA as an investment option and how is the probable recession impacting Tesla's competitive position? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Co
TSLA Rises as Market Positivity Increases, Autopilot Progress, Elon Musk Tweets (04.16.20)
➤ Markets rise in after-hours trading on encouraging macro-environment news, as does Tesla stock (TSLA) ➤ Trump releases plan for re-opening economy (https://fm.cnbc.com/applications/cnbc.com/resources/editorialfiles/2020/04/16/WHReopeningDoc.pdf) ➤ Elon Musk tweets about Tesla Cybertruck, CNN, Tesla ventilators, and Autopilot ➤ Yesterday's episode with Sean Mitchell (https://youtu.be/dE65gfh84Hs) Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast E
Rob Maurer & Sean Mitchell Tesla Status Check (04.15.20)
➤ Sean Mitchell hosts Rob Maurer for an overview of the current state of Tesla (https://youtu.be/dE65gfh84Hs) ➤ Tesla schedules Q1 earnings report Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Dis
Goldman Sachs & Credit Suisse TSLA Notes, Musk/Munro Interview, China Registrations (04.14.20)
➤ Credit Suisse upgrades TSLA stock ➤ Goldman Sachs initiates coverage on TSLA stock ➤ Takeaways from Elon Musk & Sandy Munro interview on the Third Row Tesla podcast (https://www.youtube.com/watch?v=pih4kU6yvz8&t=1279s) ➤ China Tesla registration numbers for March Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive
TSLA Outperforms, China Long-Range Model 3 Released (04.13.20)
➤ TSLA stock rises $100/share on Monday in a neutral macro environment ➤ Tesla releases made-in-China long-range and performance Model 3 ➤ Tow hitch option added for Tesla Model Y ➤ Elon Musk tweets about robotaxis and full-self driving Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Execu
Giga Shanghai March Production, KBB Brand Awards, Elon Tweets, Short Interest (04.09.20)
➤ China Passenger Car Association reports on Tesla's production numbers from Gigafactory Shanghai for March, 2020 ➤ Tesla dominates in Kelley Blue Book's 2020 luxury vehicle brand awards ➤ Elon Musk tweets about Tesla Battery Day, Tesla Model Y to Europe, Plaid Powertrain, and Tesla Cybertruck ➤ TSLA stock short interest update ➤ Weekly jobs report continues to show significant growth in unemployment ➤ Toyota extends US factory shutdowns Twitter: https://www.twitter.com/teslapodcast Patreon: htt
Resumed US Production Target, Q2 & Full-Year Outlook (04.08.20)
➤ Tesla announces a targeted date to resume production in the United States alongside temporary pay reductions and furloughs ➤ Can TSLA still hit their annual guidance for vehicles deliveries? ➤ Forecast for Q2 and annual vehicle delivery and production numbers ➤ Was TSLA stock reaction justified? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive pro
Waymo Vs. Tesla (Employee Perspective), China LR Model 3 (04.07.20)
➤ 4:19 A former Tesla employee on the Autopilot team has moved over to Waymo and joined the Third Row podcast to discuss his perspective of both companies (https://www.youtube.com/watch?v=FP_YZ8pBCJ4) ➤ Bloomberg reports on imminent production of the long range single-motor Tesla Model 3 from Gigafactory Shanghai, including its range Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Execu
Ventilator Design, Markets Rally, Dashcam/Sentry Updates, Jefferies Note (04.06.20)
- Tesla posts video update on in-house ventilator design - TSLA rises as stock market rallies - Twitter user @greentheonly previews some upcoming software features - Jefferies issues updated note on TSLA stock Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradfo
Sandy Munro Model Y Teardown Recap, TSLA Stock Slips (04.03.20)
Summarizing and discussing the key takeaways from the going Munro Tesla Model Y live teardown. Sandy Munro of Munro & Associates has been both critical and complimentary of Tesla in the past and that trend continues with the Tesla Model Y. This episode also includes discussion on TSLA stock which finished Friday +6% but fell -12% from after-hours trading on Thursday. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Exe
Q1 Delivery/Production Report Discussion (04.02.20)
Tesla today reported Q1 deliveries +40% compared to 2019 and production +33% to 2019, causing TSLA stock to rise by 18% in after-hours trading as Tesla's Model Y and Gigafactory Shanghai continue to ramp up. Today's episode recaps everything we learned from Tesla's report, and what was missing. How will TSLA stock react going forward? Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Coo
Q1 & Future Tesla Outlook w/ Gali Russell of HyperChange (04.01.20)
YouTube link: https://youtu.be/3Houzq0eXmY Today's discussion is with Gali Russell, founder of HyperChange, on our disparate forecasts for Q1 as well as what lies ahead for Tesla in the coming months and years. Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradf
Q1 Delivery Estimates, Preview, and Wild Cards (03.31.20)
Tesla is expected to report Q1 2020 delivery and production numbers later this week. In today's episode, we go through the FactSet consensus estimates for Tesla's Q1 total deliveries as well as for Model 3, Model S, and Model X, and discuss how realistic these estimates are and how TSLA stock may react. I also provide my delivery and production estimates as well as the rationale behind them, and perhaps most importantly, the other wild cards I am watching for from this report. Twitter: https://w
Fremont Shelter-In-Place to Be Extended, Tesla Reopens Wuhan Store, TSLA & Stock Market Week Ahead (03.30.20)
➤ Taking a look at the week ahead for the stock markets and TSLA stock ➤ Alameda County, the location of Tesla's Fremont factory, reported to extend shelter-in-place order ➤ Tesla reopens a store in China ➤ Tesla delivers some ventilators to New York ➤ Tesla bids on big energy storage project with Megapack Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypod... Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Execu
Gigafactory Nevada Workforce Reduction, Gigafactory Shanghai Production, Tesla/GM Ventilators, Analyst Updates (03.27.20)
➤ Checking in on the stock markets as the stimulus packages passes the House and is signed by President Trump ➤ Tesla reduces workforce at Gigafactory Nevada ➤ Reports on Tesla's Model 3 production rate at Gigafactory Shanghai ➤ New York City's mayor comments on working with Elon Musk on ventilators, Elon replies on Twitter ➤ Trump roasts General Motors on Twitter ➤ Updated analyst notes from Alex Potter and Pierre Ferragu ➤ Further discussion on Tesla's upcoming Autopilot update allowing for au
Furloughs in Norway, Stop Sign & Stop Light Autopilot, Jobs Report (03.26.20)
- New jobs report shows steep rise in unemployment in the US - Two Tesla employees reportedly test positive for COVID-19 - Tesla reportedly furloughs some employees in Norway - Elon Musk retweets autopilot stopping at stop lights and stop signs in next update Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executiv
Gigafactory NY to Reopen For Ventilators, $2T+ Stimulus Passes Senate Vote (03.25.20)
- Medtronic CEO discusses partnership with Tesla and ventilator situation in the US - Gigafactory Buffalo to reopen ASAP to product ventilators - Congress leaders reach agreement on stimulus package, vote passes in the Senate Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executiv
Economic Indicators, Model Y Review, Updated TSLA Short Interest (03.24.20)
As stock markets, and TSLA stock, rise on the apparent imminence of a stimulus deal, economic indicators are hitting decade-lows. Today's discussion is macro-focused on commentary out of Congress and the economic reports published today. We are also starting to see reviews of the Tesla Model Y, with Doug Demuro publishing his Model Y review today. In addition, we discuss TSLA short interest for March 13th, published today. Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon
$41,000 Model Y, Heat Pump/Casting, VINS, Macro Check In (03.23.20)
- Discussion on base price Model Y - Elon tweets about the advanced engineering employed in the Model Y - Checking on Model Y VINS heading into quarter end - Discussion on the macro environment and upcoming catalysts this week Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executiv
Panasonic Halting Operations at Gigafactory Nevada, States Locking Down (03.20.20)
- More states continue to move towards lockdown, including Nevada - Goldman Sachs and Bridgwater Associates provide forecasts on economic impact of coronavirus - Panasonic plans to halt operations at Gigafactory Nevada Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive produc
Production Suspended at Fremont and Gigafactory Buffalo (03.19.20)
Tesla has decided to temporarily suspend production at their factory in Fremont, from end of day March 23. Tesla's Gigafactory Buffalo in New York will temporarily suspend production as well, while essential function such as service will continue. Gigafactory Nevada and Gigafactory Shanghai will remain open for production. Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executi
Nasdaq Records Worst Drop Ever, San Francisco Goes on Lockdown, Other Updates (03.16.20)
- Nasdaq records the worst single-day percent drop in its history - Countries and states continue to broaden lockdown efforts - Tesla updates on Solar Roof production Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Fergus
TSLA Continues Falling, First Model Y Deliveries Scheduled, UK Tax Change, Morgan Stanley Update (03.12.20)
Note: at 4:30 in this episode, I said no one should have concern. I meant about my own financial position in regard to TSLA stock, I was not speaking about anyone else's position; that is for each person to determine for themselves, of course. - Discussion on TSLA stock in the midst of a continued macro-economic crash - First Model Y deliveries scheduled ahead of March 15th - UK tax change benefits zero-emission vehicles - Morgan Stanley issues updated note on TSLA stock Links: Email: tesladaily
Coronavirus Declared a Pandemic, Pressuring TSLA & Stock Markets (03.11.20)
Coronavirus has been declared a pandemic by the World Health Organization. As cases continue to rise in the United States and internationally, more severe measures are being taken to react and reduce spread. Today's episode discusses these actions and where things may go from here, and the impact on Tesla and TSLA stock. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive produce
Cybertruck Gigafactory Location Analysis, Updated Short Interest (03.10.20)
- Elon tweets about a Cybertruck Gigafactory, analysis on the most likely locations - Updated TSLA short interest for the February 28th reporting date Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive pro
Tesla's 1,000,000th Vehicle & What It Means for Q1 (03.09.20)
Elon Musk just tweeted that Tesla has produced its 1,000,000th vehicle. In today's episode, we take a look at this incredible milestone for Tesla, and what it might imply regarding current production rates and Q1 production in total, as well as the potential implication for TSLA stock. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Ni
Coronavirus, Y VINs, LR China Model 3, UBS Survey (03.06.20)
- Discussion on current state of coronavirus and Elon's tweet on the subject - Checking in on Model Y VINs - LR Model 3 approved for production in China - UBS survey on electric vehicles on Tesla's lineup Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cheras
Model Y VINs Assigned, Order Processing, Michigan Service (03.05.20)
- Tesla begins assigning the first VINs for Model Y customers - Model Y order processing walkthrough - Michigan Tesla service update Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent M
GM's EV Day, Comparisons with Tesla, Other Tesla Notes (03.04.20)
- Recap of General Motors' EV Day for investors and media and how it compares to Tesla - A couple notes on Tesla autonomy Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Eva
Street-High Price Target, Fed Cuts Rates, China HW3 Issues, BMW i4 (03.03.20)
- Tesla stock (TSLA) has a new street-high price target from JMP Securities - Federal Reserve lowers interest rates in first "emergency cut" since 2008 - Tesla faces hardware 3.0 issues with Gigafactory Shanghai made Model 3s - BMW unveils BMW i4 electric vehicle concept, sharing some specs and other details Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jer
Model 3 Track Package, MCU Upgrades, GigaBerlin/Model Y Updates (03.02.20)
- Discussion on TSLA stock and macro-environment - Model Y updates - Model 3 Track Package and Track Mode updates - MCU upgrades - Gigafactory Berlin groundbreaking update - Waymo raises capital - GM electric vehicle day Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive pr
Analyst Interview: Pierre Ferragu of New Street Research (02.28.20)
Pierre Ferragu of New Street Research has been one of the more bullish analysts covering TSLA stock over the last couple years, most recently posting a street-high (at the time) price target of $800 per share for TSLA stock. In this interview, Pierre joins Rob Maurer of the Tesla Daily Podcast for a discussion on Tesla's position in the automotive market, TSLA's stock price, institutional investor sentiment, autonomy, competition, and risks/opportunities for the stock and company. Recorded Wedne
Coronavirus Pressures Stocks, Model Y Updates, Panasonic/Tesla, GF4 & Short Interest Updates (02.27.20)
- Discussion on the impact of coronavirus on the stock market and TSLA - More Model Y delivery invitations go out - Panasonic ends partnership at Gigafactory Buffalo - Gigafactory Berlin update - Updated short interest for February 14th Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cheras
Interview: Ihor Dusaniwsky on TSLA Short Selling (02.26.20)
YouTube Link: https://youtu.be/JcPMqxA2vrU Ihor Dusaniwsky, Managing Director of Predictive Analytics at S3 Partners, joins Rob Maurer to discuss TSLA short selling. Have we seen a TSLA short squeeze? Are short sellers manipulating Tesla stock? Why isn't there more transparency in the stock market around short selling? How can you prevent your shares from being lent to short sellers? Are all short sellers betting against TSLA? Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Pat
First Tesla Model Y Deliveries Scheduled, What Does it Mean for Production? (02.25.20)
Tesla begins scheduling Tesla Model Y deliveries for March 15th! What does this mean for production and what have we learned for Tesla's deliveries in 2020? How will this news effect TSLA stock in the short and medium terms? Will Model Y ramp faster than the Tesla Model 3? What about Gigafactory Shanghai? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Nick Wood Exec
Guest Appearance on Hyperchange - TSLA Valuation, Licensing, & More (02.24.20)
In today's episode, I join Gali on Hyperchange to discuss our thoughts on Tesla over the last few weeks and where things are heading from here. Video is available on YouTube at: https://youtu.be/EyPyN_GJsXg Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradfor
Analyst Interview: Dan Galves of Wolfe Research (02.23.20)
YouTube link: https://youtu.be/cQ61E7cpWAc Dan Galves, Director of Automotive Equity Research at Wolfe Research, has been covering TSLA since its initial public stock offering in 2010. In this interview, Dan joins Rob Maurer of the Tesla Daily Podcast for a discussion on Tesla's position in the automotive market, TSLA's surging stock price, institutional investor sentiment, autonomy, competition, and risks/opportunities for the stock and company. Twitter: https://www.twitter.com/teslapodcast P
S/X Range Increase, Model 3 Software Option, GM Closings, Renault, Taycan, Apple (02.17.20)
Tesla announces increased range for the Tesla Model S and the Tesla Model X for the second time in the last year. Interestingly, the most recent Tesla Model X increase is much more significant than the Tesla Model S increase. Discussion on the update, EPA ratings, underselling, strategy, and impact to TSLA including demand. Plus: ➤ New Model S wheels ➤ More Tesla Model 3 software options ➤ General Motors announces production cuts in some locations ➤ Renault significantly cuts dividend ➤ Porsche'
Nissan Cuts Profit Forecast/Dividend, Tesla Begins Clearing Land for Gigafactory Berlin (02.14.20)
- Tesla updates prospectus for capital raise - Nissan stock falls on poor earnings, guidance reduction - Model 3 earns IIHS honors - Gigafactory Berlin land clearing begins - Boring Company makes progress in Las Vegas Links: Email: tesladailypodcast@gmail.com 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 Tr
$2B+ Capital Raise: Everything We Need to Know (02.13.20)
Tesla announces intent to raise more than $2B in capital in a common stock offering despite denying any desire to raise capital just a couple weeks ago. Here is everything investors should know, pros and cons, how it impacts TSLA and the company moving forward. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fe
Model 3 China Production, Updated Short Interest, Voluntary Model X Recall, German EV Incentives (02.12.20)
- Tesla issues voluntary recall for some Model X vehicles - Report on January made-in-China Model 3 production - Updated short interest for the January 31st settlement date - German EV incentive update - Battery acquisition speculation by HyperChange (Link) Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive produce
Mercedes-Benz is Struggling; Reduces Dividend, Comments on Electrification, Plus Tesla Updates (02.11.20)
- Daimler reports Q4 and full-year 2019 earnings - Taking a look at the financials and comments on EVs made in the investor update and earnings call - Contrasting Tesla with Daimler and a quick update Links: Email: tesladailypodcast@gmail.com 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 Exec
Giga Shanghai/Buffalo Updates, Tesla Company Day, Air Suspension, Jaguar/Daimler (02.10.20)
- Gigafactory Shanghai resumes activity - Local update on Gigafactory Buffalo - Elon tweets about a Tesla event in April - Air suspension rumors for Model 3/Y - Jaguar I-PACE production update - Daimler workforce update Links: Email: tesladailypodcast@gmail.com 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
Matt Joyce & Rob Maurer Discuss 2020 Outlook, Trading Strategies, Options, Model Y, and More (02.07.20)
Matt Joyce and Rob Maurer discuss the latest developments for Tesla and outlook for 2020. Topics include: ➤ TSLA trading strategies, options trading, and margin ➤ Matt's investment history ➤ Reaction to Tesla's fantastic Q4 ➤ 2020 Q1 and full year expectations, risks, and upside ➤ Short selling and stock price manipulation ➤ Tesla Model Y increased efficiency ➤ Gigafactory Texas ➤ Batching and unwinding the quarterly delivery wave ➤ Follow Toom on Instagram @toomdips and tag 3 friends for a chan
Fastest Growing Brand in the World: Interview with Brand Finance
Brand Finance values over 5000 brands each year across all sectors and geographies. In their recently published 2020 annual brand report, Tesla was ranked as the fastest growing brand in the world. Today's conversation is with Brand Finance's Technical Director, Alex Haigh, about the strength of Tesla's brand, valuation methodology, brand value of other automakers, and the impact of Elon Musk and Cybertruck on Tesla's brand. 2020 Brand Finance Annual Report: https://brandfinance.com/knowledge-c
Texas Gigafactory, TSLA Drops 17% (02.05.20)
- TSLA stock cools off in a dramatic fashion - Elon Musk tweets about a Texas Gigafactory; discussion on the prospects for a Tesla factory in Texas Links: Email: tesladailypodcast@gmail.com 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 Executive producer Bradford Ferguson Music by Evan Schaef
TSLA Hits Another All-Time High on Weird Trading, Ron Baron Discusses Tesla, Investors Adjust Positions, Ford Earnings (02.04.20)
- TSLA stock hits another all-time high - Long-time Tesla investor Ron Baron discusses Tesla stock at length on CNBC (https://youtu.be/R5QJlTMADGQ) - Baillie Gifford filing discloses change in TSLA ownership stake - Saudi Arabia's Public Investment Fund adjusts TSLA position - New Street Research changes rating on TSLA stock - Ford plummets after Q4 earning report - Tesla provides update on workplace safety during 2019 Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: p
TSLA Stock to $780, Panasonic Turns Profitable at Gigafactory Nevada (02.03.20)
- TSLA stock up nearly 20% and $130, discussion on what's going on and what to do from here - Panasonic turns profitable at Gigafactory Nevada - CATL signs supplier agreement with Tesla - Argus Research increases price target on TSLA Links: Email: tesladailypodcast@gmail.com 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 Execu
Third Row Elon Interview Highlights, ARK $7k Price Target (01.31.20)
- ARK Invest updates research on TSLA with new price targets (Link) - Model S Plaid in Motor Trend next week - Highlights from part two of the Elon Musk interview with Third Row (autonomy, batteries, difficulty in starting a new car company, international production) Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Execut
All Analyst Reactions to Q4 Earnings Report (01.30.20)
- Earnings reactions and price target updates from 15 TSLA analysts and a jumping-off point for discussion on TSLA outlook Links: Email: tesladailypodcast@gmail.com 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 Executive producer Bradford Ferguson Music by Evan Schaeffer Disclosure: Rob Maure
Q4-19 Tesla Earnings Report Review (01.29.20)
- Detailed discussion on Tesla's Q4-19 earnings report and investor call. Key takeaways and what it means for Tesla going forward. - Youtube link: https://youtu.be/zvui_wjmC1I Links: Email: tesladailypodcast@gmail.com 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 Executive producer Bradford
5 Things I'm Watching for in Tesla's Q4 Earnings Report (01.28.20)
- Discussion on the five most important things I will be looking for in Tesla's Q4 earnings report and investor call on Wednesday, Jan 29th. Links: Email: tesladailypodcast@gmail.com 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 Executive producer Bradford Ferguson Music by Evan Schaeffer Dis
Q4 Consensus & Expectations, Updated Short Interest, Coronavirus (01.27.20)
- Quick discussion on coronavirus and the impact to Tesla and the auto market - Updated short interest for the 01/15/20 settlement date - FactSet consensus estimates for Q4 and full-year 2020 - Some expectations for the earnings report later this week Links: Email: tesladailypodcast@gmail.com 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
Senator Pushes For Autopilot Changes, VW CEO Comments on Tesla/EVs (01.24.20)
- Massachusetts Senator Ed Markey continues to push Tesla for changes to Autopilot - VW CEO Herbert Diess comments on EVs and competition with Tesla Links: Email: tesladailypodcast@gmail.com 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 Executive producer Bradford Ferguson Music by Evan Schae
BMW is Hopeless, Other Automaker Comments, Q4 Questions, Analyst Updates (01.23.20)
- BMW board member Klaus Froehlich comments on EVs - Daimler blames struggling EV production on Tesla - Subaru CEO comments on EVs - Former Nissan CEO, Carlos Ghosn, comments on Nissan's outlook - Q4 earnings report question submission is open, vote for my question, or others, here: https://saytechnologies.com/s/579319a5 - Analyst updates from UBS and Exane BNP Paribas Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vin
TSLA Stock, Trump on Musk, Third Row Interview Highlights, Unintended Acceleration, Tesla/Michigan (01.22.20)
- Is this a TSLA short squeeze? - New Street Research and Wedbush Securities raise their TSLA stock price targets - Trump comments on Elon Musk and Tesla - Tesla responds on sudden unintended acceleration NHTSA petition, as does the short-seller who brought the petition - Highlights from Elon Musk’s interview on the Third Row Tesla podcast - Tesla reaches a settlement agreement with Michigan Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast
Model Y Delivery Timeline: Everything We Know (01.21.20)
- Analysis of all available information and rumors to determine best expectations for the beginning of Model Y deliveries - Lots of charts in this one, video available at https://youtu.be/tjuKbRtZb4Q Links: Email: tesladailypodcast@gmail.com 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 Execu
China December Registrations, NHTSA Petition, Baillie Gifford Comments (01.17.20)
- Tesla schedules Q4 earnings report - China December registrations report - NHTSA petitioned to investigate unintended acceleration - Elon Musk tweets about Sandy Munro - Baillie Gifford fund manager James Anderson comments on TSLA and Elon Musk Links: Email: tesladailypodcast@gmail.com 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 Wink
Adam Jonas Increases TSLA Price Target & Lowers Rating, VW CEO Comments on Diff
- Discussion on the latest TSLA investor note from Adam Jonas of Morgan Stanley - Volkswagen CEO Herbert Diess comments on Volkswagen’s difficult road ahead Links: Email: tesladailypodcast@gmail.com 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 Executive producer Bradford Ferguson Music by Eva
Model Y VINs & CARB Certification, Solar Roof Hiring, Black Rock Investor Update (01.15.20)
- Tesla Model Y vehicle identification numbers are now searchable from NHTSA - California Air and Resources Board publishes zero-emission vehicle credit certification for Tesla Model Y - TSLA stock price-targets increased by Deutsche Bank and Jefferies - Tesla expands hiring for the Tesla Solarglass Roof - Tesla solicits feedback for China-designed Tesla - Bloomberg reports on direct negotiations between Tesla and a cobalt supplier for Gigafactory Shangai - Blackrock publishes investor note high
Elon Musk’s Compensation Plan Explained (01.14.20)
YouTube Link: https://youtu.be/XfHWl_Lhf5o As Tesla stock approaches a $100-billion dollar market-cap, Elon Musk's compensation plan is back in the news. Here is a full breakdown of exactly what Elon Musk and Tesla need to accomplish for Elon to get paid, and how Musk's compensation impacts Elon and Tesla. Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Si
TSLA Breaks $500, Oppenheimer Upgrade, FSD “Soon”, China Subsidies, Updated Short Interest (01.13.20)
- Discussion on TSLA stock breaking $500 - Oppenheimer publishes huge increase to TSLA price target - Baird increases price target, lowers rating - Elon tweets about full-self driving, talking Teslas - China minister discusses NEV subsidies - Updated short interest for the 12/31/19 settlement date Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Exec
Ten Reasons Tesla Stock Is Crushing It (01.09.20)
Two things: 1. This episode is best viewed with video at https://youtu.be/hXuch9WbKyI 2. I am traveling the rest of the week and will be back to the podcast on Monday 01/13, have a great weekend! Tesla (TSLA) stock has been on a tear, up 178% over the last seven months, and doubling in the last 90 days to become the most valuable American automaker in history. Today’s episode takes a look at the ten factors that have led to such a strong reversal, as well as a look at what ISN’T pushing the sto
Iran Conflict, Analyst Upgrades (01.07.20)
- Iran attacks base in Iraq sheltering US troops - Credit Suisse and Argus Research issue new price targets on TSLA stock Links: Email: tesladailypodcast@gmail.com 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
Made-In-China Model Y Program Begins, Model 3 China Delivery Event, State Credits, Tesla Subreddit (01.06.29)
- Tesla begins Model Y program at Gigafactory Shanghai - Tesla delivers first made-in-China Model 3s to non-employee customers - Elon Musk discusses China plans - New Jersey and Massachusetts EV credit updates - Tesla subreddit hits another milestone - SpaceX launch Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executiv
Q4 2019 Delivery Report (01.03.20)
- Tesla reports production and delivery numbers for Q4-2019, including an update on Gigafactory Shanghai production - Tesla lowers price of made-in-China Model 3 Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com 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
Canaccord Upgrade, China Delivery Event (01.02.19)
- Canaccord Genuity raises price target on TSLA - Delivery event reportedly scheduled for Gigafactory Shanghai non-employee customers - Elon Musk may have hinted at Gigafactory Shanghai production rate - Quick discussion on Q1 potential Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer R
Last Check on Europe Registrations, More China Commentary, Delivery Report Timing, More Awards (12.31.19)
- Last check on Netherlands, Norway, and Spain registrations - More comments emerge from Tesla’s China management - Projected timing for delivery and production report - Tesla closes the year with a couple more awards - First video podcast! Happy New Year! Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill
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
Made-In-China Model 3 Delivery Event, Cybertruck Featured in Music Video (12.27.19)
- Tesla schedules event for first deliveries of made-in-China Model 3s - Tesla granted purchase tax exemption for made-in-China Model 3 - Cybertruck, ATV featured in music video Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer F
Wedbush Increases TSLA Price Target, Updated Short Interest, Elon Software Tweets (12.26.19)
- Wedbush Securities raises price target on TSLA stock - Updated short interest for the 12/13 settlement date - Elon discuss software capability in a series of tweets - Possible update on Tesla made-in-China Model 3 delivery timeline Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish
FSD Visualization, $1.4B Debt Facility, Rivian Capital Raise (12.23.19)
- Firmware 2019.40.50, including new visualizations, begins rolling out to early access members - Tesla secures $1.4B debt facility in China - Rivian completes another capital raise - BMW reportedly under SEC investigation Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Exec
International Registrations, Gigafactory 4 Land, Tencent Partnership, Model 3 Code (12.20.19)
- Looking at quarter-to-date vehicle registrations in China and Europe - Gigafactory 4 land agreement - Tencent partners with Tesla on upcoming software update - Interesting things tucked away in Model 3 code - Mercedes may be cutting back on AMG lineup Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Exe
Matt Joyce - FSD, Competition, Powertrain Longevity, Cybertruck (12.19.19)
Matt Joyce joins the podcast to discuss the latest on Tesla: autonomy, competition, international markets, powertrain advantages, vehicle lineup, and more. Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive
TSLA All-Time High, Acceleration Boost, EOQ Push, Cybertruck Tweets (12.18.19)
- Tesla stock hits new all-time highs - Tesla releases "Acceleration Boost" option - Leaked email about end-of-quarter delivery volunteer needs - Elon clarifies some Cybertruck features on Twitter Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Sing
Emails on Autopilot in Europe (12.17.19)
- Tesla emails some European owners on about Autopilot functionality Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Di
EV Tax Credit, Conflicted Analysts, Tariff Update (12.16.19)
- Update on "phase one" tariff agreement between the US and China - Credit Suisse and Wedbush Securities comment on Tesla stock - Updates on the possibility of a federal EV tax credit extension in the United States Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive
Model 3 Price Increases, Deutsche Bank Meets With Tesla (12.13.19)
- Tesla increases base price on some Model 3 variants in the US - Deutsche Bank meets with Tesla and shares interesting details in investor note Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disc
Interview: Alex Potter of Piper Jaffray (12.11.19)
Alex Potter, analyst at Piper Jaffray, and Rob Maurer discuss Tesla's valuation, China potential, competition, risks, and investor theses. Youtube link, including detailed disclosures: https://youtu.be/z9k3ppSk0oA 1:06 - Introduction 3:33 - How long has Alex been bullish? 5:12 - Product diligence 6:07 - Why has Alex become more bullish? 10:05 - How high can market share go? 10:58 - Bear/bull theses 14:15 - Tesla in China 42:52 - Competition 52:38 - EV profitability 53:45 - EV credits/regulations
Porsche Taycan EPA Range (12.11.19)
- Discussing the Porsche Taycan's recently released EPA range rating Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke 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
Updated Short Interest, $400 Price Target, Alaska Energy Project (12.10.19)
- USMCA gains support from Democrats - TSLA price target raised by Exane BNP Paribas - Updated TSLA short interest for the 11/29 settlement date - New Tesla Energy project in Alaska - Latest Gigafactory Shanghai news Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela
China's New Energy Vehicle Policies, Giga-Shanghai Rumors, Premium Connectivity, AP Accident (12.09.19)
- Deep-dive on China New Energy Vehicle policies, starts at 12:41 - Tesla crash in Connecticut - Premium connectivity - Gigafactory Shanghai rumors and progress - EU commission, ATV, Cybertruck, UBS, Volkswagen plea Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela
Made-In-China Model 3 News, Cybertruck Timelines Adjusted, Musk Wins Trial (12.06.19)
- Discussion of possible news on made-in-China Model 3 - Tesla adjusts production timelines for some Cybertruck variants - Unsworth v Musk civil trial concludes - Model 3 earns another prestigious award Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen E
Jonas "Bull Case", Firmware 2019.40.2, More Solar Roof News, GM & LG Battery Factory (12.05.19)
- Adam Jonas of Morgan Stanley updates his "bull case" for TSLA - Firmware 2019.40.2 released with some new features - More news on Tesla's V3 Solarglass Roof - Quick update on the Unsworth v Musk civil trial - I-PACE gets a significant software update - GM/LG Chem partner on US battery factory Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Exe
Q4 Priorities, Trial Update, Model 3/X/Y News, Citigroup Price Target (12.04.19)
- Citigroup updates price target for TSLA stock - Elon Musk testifies for the second day in a row in the Unsworth v Musk civil trial - Electrek reports on internal email discussing Q4 end-of-quarter priorities - Model X gets a 5-star safety rating from the Euro NCAP - Model 3 wins yet another car-of-the-year award - Consumer Reports gives Model Y a 2/5 predicted reliability score Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous
Musk Trial, Deutsche Bank on Model Y, China NEV Adoption, Lego Cybertruck (12.03.19)
- Deutsche Bank issues updated note discussing Model Y production - China discussion on new-energy vehicles - Cybertruck submitted to Lego Ideas (Link) - Elon Musk testifies in Unsworth v Musk civil trial - Larry Page steps down as CEO of Alphabet Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer N
Solar Roof Hiring, China Rumors, Snow Summon, Construction Zone Autopilot (12.02.19)
- Rumors on made-in-China Model 3 and China incentives - Tesla posts Solar Roof job events - Smart Summon in the snow (Link) - Autopilot avoids construction barrel (Link) - Tesla Daily podcast now available on YouTube (Link) Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive produ
Firmware Update, 1M Kilometer Model S, Subreddit Growth, Upcoming Musk Trial (11.29.19)
- Firmware 2019.40.1.1 begins rolling out with some new features - Model S in Germany hits 1M kilometers - Tesla subreddit sees huge growth after Cybertruck unveiling - Gigafactory 4 update - Upcoming Elon Musk trial Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer T
Model Y Rumors, Panasonic Talks Giga-Shanghai, Updated Short Interest (11.27.19)
- Examining some Model Y supply chain rumors - Panasonic CEO comments on Gigafactory Shanghai - Fremont power outage - Updated short interest - Model 3 wins yet another car of the year award - Happy Thanksgiving! Podcast returns Friday, 11/29 Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkel
Long-Term Progress, Order Deposit Update, Ford/Toyota VPs Making Statements (11.26.19)
- A look back at the progress Tesla has made over ten years by comparing the Cybertruck with the 2012 Model S - Cybertruck order deposit update - Ford VP challenges Tesla - Model 3 takes home another award - Toyota VP makes absurd comments on EVs Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Wi
Cybertruck Virality, Orders, and Design Decisions (11.25.19)
- Further discussion on Tesla's Cybertruck including the design decisions Tesla made, reactions and online exposure, and the number of orders received so far Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maure
Cybertruck Review With HyperChange and Matt Joyce (11.22.19)
- Full review of everything Cybertruck with Gali Russell and Matt Joyce Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke 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
Cybertruck Preview, S/X Standard Range (11.20.19)
- Everything we know so far about Tesla's Cybertruck - Reports of fire at Supercharger station - Elon comments on Chanos' short - EPA ratings show up for 2020 standard range Model S/X Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schae
EV Credits, States vs. EPA, Model 3 Award, Mach-E Production, Taycan Delays (11.19.19)
- New EV incentives being discussed in the US House of Representatives - California pushes back on emissions standards and automakers - Model 3 takes home a different car of the year award - MotorTrend ranks top 50 "key players" in the auto industry - Model 3 in China, Mach-E production targets, Taycan delays Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Ri
Pros/Cons of EV Entrants, Mustang Mach-E, GF4 Update, Tesla Energy News (11.18.19)
- Discussion on the pros and cons of competing EVs - Ford Mustang Mach-E unveiled, comparison to the Tesla Model Y - Gigafactory 4 update - News on Tesla's South Australian battery project Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan
Interview: Consumer Reports Director of Auto Testing, Jake Fisher - Part 2 (11.15.19)
- Consumer Reports Director of Auto Testing, Jake Fisher, joins the podcast to discuss Tesla reliability scores, among other topics - News on Gigafactory Shanghai, Germany pricing, and the Ford Mustang Mach-E Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cher
CYBRTRK, Consumer Reports Changes Recommendation Status, Tesla Energy Projects , Credit Suisse on TSLA (11.14.19)
- Consumer Reports changes their recommendation status on Model 3 and Model S - Cybertruck (CYBRTRK) logo surfaces, event invitations sent out - News on two Tesla Energy projects - Credit Suisse discusses TSLA price target - Misreported Gigafactory Shanghai production rumors Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wo
Details Emerge on Gigafactory Europe, Gigafactory Shanghai Approvals, Model 3 Updates (11.13.19)
- Gigafactory Shanghai granted further manufacturing approval - More details emerge on Gigafactory Europe (Link) - Model 3 announced as finalist for MotorTrend's 2020 Car of the Year - Model 3 0-60 tested after recent power update - Honda CEO comments on EVs Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive pro
Gigafactory 4 Location, Model 3 Award, Model 3 Owners Survey Part 4, Elon on AI Podcast (11.12.19)
- Elon Musk announces location of Gigafactory 4 - Model 3 wins prestigious award in Germany - Bloomberg publishes part four of their Model 3 owners survey - Elon Musk returns to the Artificial Intelligence podcast (Link) Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive produce
Record Change in Short Interest, Karpathy Talks Autopilot (11.11.19)
- Updated TSLA short interest for the 10/31 settlement date - Jefferies increases price target - Andrej Karpathy discusses Autopilot and neural networks in presentation at development conference (Link) - SpaceX successful mission Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executiv
Treelon vs. Mr. Unicorn (11.08.19)
- Elon Musk and TSLA short-seller David Einhorn exchange open letters Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke 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
First Review Of Made-In-China Model 3, Tesla’s CRM Software, Model 3 Efficiency (11.07.19)
– First reviews of made-in-China Model 3 – Report on Tesla’s internal CRM software – Model 3 efficiency – Elon makes some interesting moves on Twitter Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is lon
Cybertruck Event Scheduled, Debt Outlook Upgrade, Gigafactory Shanghai Status, Plaid Battery Update (11.06.19)
– Elon Musk announces date for Cybertruck unveiling – S&P Global Ratings upgrades outlook on Tesla’s debt – Taking a look at Gigafactory Shanghai’s current status – Plaid powertrain battery update Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music b
CATL/Tesla, Walmart Drops Solar Lawsuit, Autopilot Survey Data (11.05.19)
– CATL and Tesla have reportedly reached a preliminary battery supply agreement – Walmart drops lawsuit of Tesla regarding solar installations – Bloomberg published part 3 (Autopilot) of their Model 3 owners survey – Two-factor authentication Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelm
Price Changes, Top Gear, Firmware Update, German EV Incentives (11.04.19)
– Hedge fund adjusts short position on TSLA – Tesla posts a new unofficial time at the Nürburgring – Model Y spotted with new wheels – Firmware update adds a number of new features – Tesla adjusts some pricing and range specs – Top Gear posts questionable Model S vs. Porsche Taycan test results – Germany reportedly exploring increasing EV incentives – VW starts production on ID.3 Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive
Bloomberg Surveys Model 3 Owners, Fiat-Chrysler and Peugeot Merger, Treelon (10.30.19)
– Bloomberg publishes a portion of an extensive Model 3 owners survey – Fiat-Chrysler and Peugeot explore a merger – Elon Musk donates one million trees, changes Twitter name to Treelon Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Scha
Sales by Region, Acquisition Costs, Vehicle Updates (10.29.19)
– Tesla files their form 10-Q for the third quarter – A look at Tesla sales by region – Update on other income for Q3 as well as acquisition costs – Tesla makes various updates across the vehicle lineup Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro M
Robyn Denholm & Ron Baron Speak at Investor Conference, GM & Others Back Federal Government on Emissions Standards (10.28.19)
– Tesla Chair Robyn Denholm speaks at investor conference with billionaire investor Ron Baron – General Motors and other automakers back federal government on emissions standards Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer D
Solar Roof V3 (10.25.19)
– Tesla releases Solar Roof V3 and holds a call with investors and media – Analyzing the changes from V2 and the market potential for Solar Roof Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke 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
Analyst Reactions To Earnings, Updated Short Interest (10.24.19)
– Solar Roof V3 release delayed by one day – Another Model Y sighting outside of California – Updated short interest for the 10/15 settlement date – Analyst reactions to Tesla’s Q3 ’19 earnings report Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Mus
Q3-2019 Earnings Report Review (10.23.19)
– Reviewing all of the important details and takeaways from Tesla’s well-received Q3-2019 earnings report, shareholder letter, and conference call Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke 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 TS
GF3, Model 3 Awards, Franz Interview, FactSet Consensus, Starlink Update (10.22.19)
– Tesla VP provides minor update on Gigafactory Shanghai status – Model 3 receives some nice recognition from a UK-based car reviewer – Looking at Tesla’s search volume on Google – Takeaways from Ride the Lightning’s interview with Franz von Holzhausen – FactSet consensus estimates heading into the Q3 earnings report – Starlink progress update Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer
Q3-19 Earnings Preview With Galileo Russell of HyperChange (10.21.19)
– Previewing the TSLA Q3 2019 earnings report with Galileo Russell of HyperChange – Video Link: https://youtu.be/3Gi_bixFQak – Google Doc Link: https://docs.google.com/spreadsheets/d/1omKIHMSrctpYY-lslxz6qWVMliwZbQOHYQe74vtaJ1c/edit?usp=sharing Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Wink
Model 3 Updates, TSLA Record, GF3 Approval, Track Mode, UAW/GM Agreement Details (10.17.19)
– TSLA closes higher than the previous day’s close for the 9th day in a row – Tesla updates Model 3 specs, pricing, delivery estimates – Gigafactory Shanghai approved for production – Track Mode hardware package – UAW/GM tentative agreement details Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela W
GF3/Model Y/Plaid Updates, IIHS, EV Taxis, Volvo XC40, UAW/GM Reach Tentative Agreement (10.16.19)
– Gigafactory Shanghai rumor – Model Y spotted outside of California – Update on Plaid powertrain Model S – IIHS headlight ratings – Green Cab converts to Tesla – Volvo unveils XC40 Recharge – UAW and GM reach tentative collective bargaining agreement Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fel
Model Y Production Rumors, Back to the Nürburging, Taycan 4S, Rivian Update (10.15.19)
– CleanTechnica reports on Model Y production rumors – Yet another Model Y spotted in Fremont – Tesla heads back to the Nürburgring – Porsche announces the Taycan 4S – UAW and GM reportedly make some progress in strike negotiations – Rivian VP shares some information on their factory (Link) – Elon tweets about the machine that makes the machine Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive produce
Cybertruck, Compensation Adjustments, DeepRain, China Updates, Model Y Spotting (10.14.19)
– Updates on Gigafactory Shanghai, China Regulations – Elon discusses Tesla Truck, Autopark, and DeepRain on Twitter – Tesla reportedly adjusts compensation structure for store employees – Model Ys spotted in Fremont Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Tr
Interview: Consumer Reports Head of Connected & Automated Vehicles, Kelly Funkhouser (10.11.19)
– Consumer Reports Head of Connected & Automated Vehicles, Kelly Funkhouser, joins the podcast to discuss the recent article on Smart Summon, and Tesla’s other autonomous features Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer
Dyson’s EV Plans, GM CEO Meets With UAW, New Panasonic VP (10.10.19)
– Update on Dyson’s electric vehicle plans – UAW sources comment on electric and autonomous vehicles – Panasonic hires new VP of battery technology Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke 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 T
Consumer Reports on Smart Summon, CA Blackouts, Model Y/Pickup News, Earnings Scheduled, Short Interest (10.09.19)
– Consumer Reports reviews Smart Summon – PG&E schedules blackouts in northern California – Tesla schedules the Q3 earnings release and conference call – Elon addresses pickup truck unveil timing – Model Y prototype spotted again (Link) – Updated short interest numbers released Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick
Moody’s Upgrade, Tesla Energy Nantucket Project, PepsiCo/Tesla Semi, Panasonic Relationship (10.08.19)
– Moody’s upgrades a portion of Tesla’s asset-backed securities – Tesla energy project in Nantucket, Massachusetts – PepsiCo stirring up some Tesla Semi news – Wall St. Journal article discusses Tesla/Panasonic relationship (Link) Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executi
Hibar Systems Acquisition, Polestar 2, UAW Strike Continues (10.07.19)
– Tesla reportedly recently acquired Hibar Systems, Ltd – Polestar 2 specs announced – UAW strike continues against GM – Elon Musk tweets about plans for Tesla horns and active speakers Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive produ
Firmware Update Reduced Select Model S/X Range, Now Under NHTSA Scrutiny (10.04.19)
– A firmware update in May which suddenly reduced range for some owners of Model S and X has led to complaints and a petition filed to NHTSA – Learn more about the issue on the Tesla Motors Club thread (Link) Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Wink
Analyst Reactions, New Line of Credit (10.03.19)
– Taking a look at analyst reactions to the Q3 delivery and production report – Tesla opens a new line of credit in China Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maure
Q3-19 Delivery & Production Report, Model Y Prototype (10.02.19)
– Tesla reports third quarter delivery and production numbers – Model Y prototype spotted in Silicon Valley – Smart Summon news and notes – Porsche Taycan production update Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cher
DeepScale Acquisition, Last Look at Q3 Deliveries (10.01.19)
– Tesla reportedly acquires DeepScale, an AI company – Checking in on Netherlands, Norway, and Spain registrations – InsideEVs releases September US delivery estimates Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro
Examining the Latest Rumors on Deliveries and Inventory (09.30.19)
– Taking a deeper look at a report from Electrek today on Q3 deliveries and North American inventory levels Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke 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
Smart Summon, EU Registrations, China Notes, CARB, Fremont Police (09.27.19)
– First reactions and more thoughts on Smart Summon – Checking in on Netherlands, Norway, and Spain registrations – Two analyst notes on China – Two more states plan to join CARB standards – Fremont Police Model S in the news Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Execu
100,000 Delivery Target, V10 Wide Release, GF Shanghai News (09.26.19)
– A leaked email from email suggests possibility of 100,000 total deliveries in Q3 – V10 software release moves beyond early-access program to wider release – Gigafactory 3 production rumored to start on October 14th Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive prod
Q3-19 Consensus Estimates Ahead of Delivery & Production Report (09.25.19)
– Taking a look at the current FactSet consensus estimates heading into Tesla’s delivery and production report next week Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivati
TSLA, Solar City Lawsuit, More Emissions Scandal Fallout, Impeachment Inquiry (09.24.19)
– TSLA stock finishes -7.5% on the day – House of Representatives announce impeachment inquiry – Looking into the the recently published un-redacted plaintiff’s case in a Solar City lawsuit (Link) – Volkswagen management faces charges for market manipulations related to emissions scandal Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Execut
Battery Cells, Norway EV Survey, UAW Check-In (09.23.19)
– Report that LG has started manufacturing battery cells for Tesla vehicles – VW begins operation of pilot line to research battery cell production – Norway Electric Car Association survey results – Checking in on UAW strike against GM Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelm
EPA Attempts to Limit California Emissions Control, States Sue Back (09.20.19)
– The US Environmental Protection Agency is attempting to revoke a waiver allowing California to set its own emissions standards; California and other states sue in an effort to retain control Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Musi
Amazon Outlines Huge Rivian Order, Daimler Comments on ICE Development, Tesla Wraps up at Nürburgring (09.19.19)
– Amazon announces intention to purchase 100,000 all-electric delivery vans from Rivian (Link) – Daimler comments on future engine development plans (Link), perhaps conflicting with previous statements (Link) – Tesla packs up at the Nürburgring Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer F
IIHS Top Safety Pick+, Model 3 in the Netherlands, Europe Check-In, Latest from GF3 & Nürburgring (09.18.19)
– Model 3 becomes most-registered car in the Netherlands year-to-date – Checking in on quarter-to-date vehicle registrations in Europe – New leaked photos from Gigafactory Shanghai – Latest developments on the Nürburgring – IIHS awards the Model 3 with Top Safety Pick+ Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wo
Interview: Matt Joyce 2 (09.17.19)
– Matt Joyce rejoins the podcast to discuss recent developments Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Interview: Matt Joyce 2 (09.17.19) appeared
V10 Release Notes, GM Workers Strike (09.16.19)
– V10 release notes make it to early access program members, video walkthrough shared (Link) – GM union workers begin strike as union contract comes to an end Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Ro
Big Solar, Pricing/Discounts, Short Interest, Nürburgring, Mercedes CEO Comments (09.13.19)
– Updated short interest for the 8/30 settlement date – Tesla updates pricing for Model 3 in some markets and reportedly approves some select discounting in the US – Latest developments on the Nürburgring – Mercedes CEO comments on diesel – Strange coverage from Car & Driver and Edmunds Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executiv
Plaid Model S/X Powertrain, Hardware 3.0 Retrofit, Props from Volvo (09.11.19)
– Tesla discloses development of a “Plaid” powertrain for Model S/X – Updates on Nürburgring – Info on referral program update – First reported autopilot hardware 3.0 (aka FSD computer) retrofit – Director from Volvo’s Polestar brand gives Tesla some credit Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Executive
General Assembly 5 & Model Y, Referral Program Update, Rivian Takes $350M Investment (09.10.19)
– Taking a look at a new building permit filed by Tesla and what it may mean for Model Y – Tesla updates referral program ahead of the end of quarter – Rivian takes a $350M investment from Cox Automotive Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Che
VW ID.3 & Battery Factory Partnership, Nürburgring/Taycan Updates, Battery Longevity Research, Other News (09.09.19)
– A few updates on Tesla’s Nürburgring progress, and taking a closer look at the Taycan’s time – News on lower trim version of the Taycan – Volkswagen unveils some aspects of the ID.3 – Volkswagen partners with Northvolt for European battery factory – Battery research study published by Jeff Dahn – Some other Tesla news and notes Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob G
Nürburgring Reservations, Electromagnetic Wipers, Apple Self-Driving Testing (09.06.19)
– Tesla has reportedly not yet scheduled a time to track the Model S on Nürburgring – Electromagnetic wiper patent – Apple self-driving car spotted with new sensor array – A request for feedback (tesladailyideas@gmail.com) Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executiv
Comments on Tesla Insurance, Battery Cell Job Postings, UK Model 3 Deliveries, Model S to Nürburgring (09.05.19)
– Tesla’s head of insurance comments on Tesla’s insurance plans – Job postings provide more evidence of Tesla’s cell manufacturing plans – Model 3 is the third best-selling car in the UK in August – Model S heads to Nürburgring next week Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winke
Porsche Taycan Unveiling, InsideEVs August Estimates (09.04.19)
– Porsche unveils the Taycan, release specs for Taycan Turbo and Taycan Turbo S – InsideEVs publishes August US Tesla delivery estimates Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA
UAW Nears Contract Expiration with GM, Ford, Fiat-Chrysler, + Minor Tesla Updates (09.03.19)
– UAW votes to authorize potential strikes ahead of contract expiration and negotiations with GM, Ford, and Fiat-Chrysler – A few quick Tesla updates Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer
Powerwall Project in Zimbabwe, Model 3 Police Vehicle, Leather-Free (09.02.19)
– Zimbabwean telecom provider commissions Tesla Powerwall project – Model 3 is now 100% leather-free – Indiana adds Model 3 to police fleet – Quick updates on other EVs Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disc
China Purchase Tax Exemption, Tesla Insurance Updates (08.30.19)
– China announces purchase tax exemption for Tesla vehicles – Tesla updates insurance algorithms – Some new information on the structure of Tesla Insurance Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post China Purchase Tax Exemption, Tesla Insurance Updates (08.
Jack Ma/Elon Musk at WAIC, China & Europe Updates, KBB Brand Watch (08.29.19)
– Jack Ma and Elon Musk discuss AI and other topics at the World Artificial Intelligence Conference in China – Camouflaged Model 3 spotted at Shanghai service center – Wedbush analyst note and other European updates – KBB brand survey finds interesting insights on Tesla brand (Link) Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Music by Evan Schaef
Insurance by Tesla, Elon Musk to Speak in China (08.28.19)
– Tesla launches Tesla Insurance – Elon Musk will speak at the World Artificial Intelligence Conference in China on 8/29 – Tesla issues statement on 2018 Amazon solar fire Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Insurance by Tesla, Elon Musk to Speak in
Vanity Fair on Tesla/Solar City, GF Shanghai Update, Short Interest (08.26.19)
– Some thoughts on an article from Vanity Fair on Tesla’s acquisition of Solar City – Update on progress at Gigafactory Shanghai (Link) – Updated short interest – First Model 3 deliveries in New Zealand – Techmeme Ride Home Podcast can be found here (Link) Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Music by Evan Schaeffer Disclosure: Rob Maurer
Tariffs, Walmart/Tesla Move Forward, GF-Shanghai Updates (08.23.19)
– China and US trade war continues to escalate – Walmart and Tesla issue joint statement on solar issues – Updates on Tesla’s GF-Shanghai Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Tariffs, Walmart/Tesla Move Forward, GF-Shanghai Updates (08.23.19) appeared
Walmart/Tesla Solar Dispute, Moody’s Upgrade, Rumors of VW Interest in TSLA (08.22.19)
– Walmart files a breach of contract action against Tesla over solar installs – Moody’s upgrades Tesla’s rating – VW CEO rumored to have interest in TSLA stake – A MASSIVE THANK YOU FOR ALL OF THE SUPPORT Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Walmart/T
An Announcement & The Two-Year Anniversary of Tesla Daily (08.20.19)
Today marks the two-year anniversary of the Tesla Daily podcast, as well as episode number 400. Taking a look back at where this began, as well as an important announcement. Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer The post An Announcement & The Two-Year Anniversary of Tesla Daily (08.20.19) appeared first on TechCast Daily.
EV Consumer/Dealer Survey, Waymo Production Strategy, India and Batteries, Thoughts on Solar (08.19.19)
– Tesla unsurprisingly receives highest marks in EV brand awareness survey (Link to full study) – Waymo discusses vehicle production strategy – India may be planning a push more gigawatt-hour scale battery production – A few more details emerge on Tesla’s solar rental business Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long
Rentable Tesla Solar, Pricing Updates, Colorado Joins ZEV States (08.16.19)
– Model Y and Performance Model 3 price updates – Tesla quietly begins offerings rental solar systems – Colorado approves ZEV policy Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Rentable Tesla Solar, Pricing Updates, Colorado Joins ZEV States (08.16.19) appeared first on TechCast Daily.
Semi Testing May Hint at Weight, Inverted Yield Curve, Spotify (08.15.19)
– Brief discussion on the macro markets – Spotify is “coming” to (presumably) US Teslas according to Elon – Tesla Semi spotted testing, driver shares some important info Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Semi Testing May Hint at Weight, Inverted Yield Curve, Spotify (08.15.19)
Jaguar Offers Tesla Conquest Bonus, Mini Cooper SE Interest, GM President Comments on Hybrids (08.13.19)
– Jaguar offers a “Tesla Conquest” bonus to incentivize I-PACE sales – BMW discloses interest in all-electric Mini Cooper SE – GM President Mark Ruess comments on hybrid powertrains Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Jaguar Offers Tesla Conquest Bonus, Mini Cooper SE Interest,
Model 3 Crash/Fire, Porsche’s Positioning of Taycan (08.12.19)
– A Model 3 catches fire after an accident in Russia, causing headlines worldwide – Examining Porsche’s marketing strategy for the Taycan Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Model 3 Crash/Fire, Porsche’s Positioning of Taycan (08.12.19) appeared first on TechCast Daily.
NHSTA Cease & Desist, Updated Short Interest, Other Notes (08.10.19)
– Catching up on news from the week – Discussion of a cease and desist letter NHTSA sent to Tesla last year – Short interest update from 7/31 – Notes from Elon on Twitter Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post NHSTA Cease & Desist, Updated Short Interest, Other Notes (08.10.19) app
Unlimited Free Supercharging Back for S/X, New e-tron, Reddit Story (08.03.19)
– Tesla brings back unlimited free supercharging for new S/X orders – Audi announces a new e-tron – A Tesla story from Reddit – Podcast returns Thursday, Aug 8th Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Unlimited Free Supercharging Back for S/X, New e-tron, Reddit Story (08.03.19) ap
InsideEVs July Estimates, Stock Notes, Washington EV Incentives (08.01.19)
– Discussing InsideEVs July delivery estimates – Macro impacts on TSLA – Updated short interest – New Washington state EV tax incentive Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post InsideEVs July Estimates, Stock Notes, Washington EV Incentives (08.01.19) appeared first on TechCast Daily
Technology Sets Apart Model 3 Safety Ratings (07.30.19)
– Discussion on the recent Model 3 safety rating from Euro NCAP and ANCAP Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Technology Sets Apart Model 3 Safety Ratings (07.30.19) appeared first on TechCast Daily.
V10, Netflix/YouTube, Megapack, Solar Roof (07.29.19)
– News about upcoming software features – Tesla launches a new utility scale storage system – Elon mentions a production target for solar roof Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post V10, Netflix/YouTube, Megapack, Solar Roof (07.29.19) appeared first on TechCast Daily.
Q2 2019 Earnings Report – Part 2 (07.26.19)
– Continued discussion of Tesla’s Q2 2019 earnings report Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Q2 2019 Earnings Report – Part 2 (07.26.19) appeared first on TechCast Daily.
Why Wasn’t Tesla Profitable? (07.25.19)
– Breaking down why Tesla was not able to post a profit in Q2-19 despite record deliveries Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Why Wasn’t Tesla Profitable? (07.25.19) appeared first on TechCast Daily.
Q2 2019 Earnings Report – Part 1 (07.24.19)
– Part 1 discussion of Tesla’s Q2 2019 earnings report Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Q2 2019 Earnings Report – Part 1 (07.24.19) appeared first on TechCast Daily.
Competitive Insights, Roth Capital Downgrade (07.22.19)
– Roth Capital downgrades TSLA – Analyzing incoming BMW CEO Oliver Zipse’s thoughts on BMW’s electrification strategy Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Competitive Insights, Roth Capital Downgrade (07.22.19) appeared first on TechCast Daily.
P3D-, Supercharger Updates, BMW Selects New CEO (07.20.19)
– Some customers have been able to purchase lesser-optioned Performance Model 3’s with a base price of $49,990 – Tesla adds a new V3 supercharging station and updates future supercharger locations – BMW selects its next CEO Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post P3D-, Supercharger
Morgan Stanley’s China Forecasts, Upcoming FSD Price Increases, Pearl White, Disney/Tesla (07.17.19)
– Elon adds some context on Pearl White Multi-Coat base paint – FSD price increase planned for mid-August – Rumored Disney/Tesla Tomorrowland theme park partnership – Morgan Stanley issues updated note with feedback from MS China team Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Morgan S
Pricing and Vehicle Lineup Changes, Moody’s Upgrade (07.15.19)
– Moody’s upgrades rating on a portion of Tesla’s asset-backed securities – Tesla adjusts vehicles lineup and pricing – Neuralink event on Tuesday, 7/16 Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Pricing and Vehicle Lineup Changes, Moody’s Upgrade (07.15.19) appeared first on TechCast
Annual Guidance, Daimler Profit Warning, A Tesla Story (07.13.19)
– Tesla leaves annual guidance reaffirmation out of the Q2 delivery and production report – Daimler issues another profit warning – A personal story from an investor in France Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Annual Guidance, Daimler Profit Warning, A Tesla Story (07.13.19) a
Ultimate Car of the Year, Supplier Production Increase, Short Interest, Earnings Date (07.11.19)
– Tesla wins two prestigious awards (Link to MotorTrend) – Report on Tesla supplier increasing production – Short interest updated for the 6/28 settlement date – Tesla announces the Q2 earnings report date Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Ultimate Car of the Year, Supplier Pr
Investor Roundtable with Galileo Russell, Rob Maurer, and Matt Joyce (07.10.19)
– TSLA investor roundtable recorded on 7/7/19 with Galileo Russel, Rob Maurer, and Matt Joyce – Also available on YouTube (Link) 1:12 Tesla Q2 Production & Deliveries Report & Potential S&P 500 inclusion 4:20 Short Position In Tesla/Short-Squeeze Theory 6:30 How to value Tesla, P/E, P/S? 9:37 Tesla’s Rapidly Improving FCF 12:34 What happens when Autonomy/Tesla Network hits 15:02 Why did Matty Mogul by FSD? 18:16 Model S/X Refresh 21:52 The Core Efficiency Table 25:50 ICE is Tesla’s Real Competi
Fremont Reportedly Increasing Production, Musk Addresses Refresh Rumors, Autopilot Team (07.09.19)
– Elon Musk addresses S/X refresh rumors on Twitter – Headlines on Autopilot team turnover – Update on Wisconsin state budget impacting Tesla – Bloomberg reports on leaked email from Jerome Guillen regarding production increase at Fremont Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan SchaefferParagraph Disclosure: Rob Maurer is long TSLA stock & derivatives The p
Autonomy Development, March of Nines, Tesla Network (07.08.19)
– Elon Musk tweets about autonomy – Discussion on Tesla’s strategy and Tesla Network Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Autonomy Development, March of Nines, Tesla Network (07.08.19) appeared first on TechCast Daily.
Q2-19 Delivery & Production Report (07.02.19)
– Tesla reports record delivery and production numbers for Q2, 2019 Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Q2-19 Delivery & Production Report (07.02.19) appeared first on TechCast Daily.
Toybox Improvements, UBS Downgrade, HBD Elon (06.28.19)
– Discussing the newest improvements to Tesla’s software suite – UBS downgrades TSLA again – Happy birthday to Elon Musk! Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Toybox Improvements, UBS Downgrade, HBD Elon (06.28.19) appeared first on TechCast Daily.
BMW Board Member Comments on EVs, Roadster 0-60, Wisconsin Direct Sales (06.27.19)
– Wisconsin budget may allow direct sales in Wisconsin – Roadster base 0-60 mph reduced? – BMW board member says Europeans won’t buy EVs (Link) Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post BMW Board Member Comments on EVs, Roadster 0-60, Wisconsin Direct Sales (06.27.19) appeared first o
Elon Musk Emails Employees on Q2 Deliveries, More Reports on Tesla’s Battery Cell Ambitions (06.26.19)
– Leaked Elon Musk email to employees discussing the end-of-quarter push – CNBC reports on Tesla’s battery cell production plans Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Elon Musk Emails Employees on Q2 Deliveries, More Reports on Tesla’s Battery Cell Ambitions (06.26.19) appeared fi
Q2 Delivery News, Consensus Estimates, Updated Short Interest (06.25.19)
– Another update on Q2 deliveries in North America from Electrek – Oppenheimer note and consensus estimates – Short interest update for the 6/14 settlement date Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Q2 Delivery News, Consensus Estimates, Updated Short Interest (06.25.19) appeared
CleanTechnica’s Jerome Guillen Interview, Daimler Emissions, Tariffs (06.24.19)
– CleanTechnica publishes part two of their interview with Jerome Guillen (Link) – Daimler faces more emissions-related recalls – Tesla granted minor tariff exemption Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post CleanTechnica’s Jerome Guillen Interview, Daimler Emissions, Tariffs (06.24
Analyst Updates, First Right-Hand Drive Deliveries, Falcon Heavy (06.22.19)
– Price target updates from Jefferies and Baird – First RHD deliveries in the UK – Electrek reports on this week’s North American delivery targets – Falcon Heavy launch planned for Monday, 6/24 Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Analyst Updates, First Right-Hand Drive Deliverie
Goldman Sachs Does Goldman Sachs Things, Waymo/Renault/Nissan (06.20.19)
– Goldman Sachs Equity Research issues updated note and price target on TSLA – FactSet consensus for Q2 – Waymo partners with Renault and Nissan Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Goldman Sachs Does Goldman Sachs Things, Waymo/Renault/Nissan (06.20.19) appeared first on TechCas
New Base Paint, Referral Program, Fed Meeting (06.19.19)
– Upcoming changes to Tesla’s paint options – Elon tweets on possible referral program change – Comments from the Federal Reserve’s meeting – Chanos SEC filings Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post New Base Paint, Referral Program, Fed Meeting (06.19.19) appeared first on TechCas
Business Insider Article on Model 3 Production, Truckla (06.18.19)
– Business Insider reports on one segment of Model 3 production – Truckla advertisement (Link) and behind the scenes (Link) – Elon back on Twitter – More info on RWD LR Model 3 Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Business Insider Article on Model 3 Production, Truckla (06.18.19)
Elon’s (off?) Twitter, Baird Update, RWD LR Model 3, Pope Francis (06.17.19)
– Elon causes some confusion with his most recent tweet – Ben Kallo of Baird issues an update on TSLA – InsideEVs reports on availability of the single-motor rear-wheel drive long range Model 3 – Pope Francis hosts climate change conference with business leaders Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & de
Thoughts on Advertising, More Bob Lutz, Shareholder Meeting (06.14.19)
– Bob Lutz shares new thoughts on Tesla – Discussion on advertising and public relations, and more from the 2019 shareholder meeting Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Thoughts on Advertising, More Bob Lutz, Shareholder Meeting (06.14.19) appeared first on TechCast Daily.
#365, More News on Tesla Games and Media, Autonomous Driving Regulation in Florida (06.13.19)
– Elon Musk shares some news on games coming to Tesla at E3 in interview with Todd Howard of Bethesda Game Studios (Link) – Florida governor signs bill on autonomous driving Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post #365, More News on Tesla Games and Media, Autonomous Driving Regulati
2019 Shareholder Meeting, Record Short Interest (06.12.19)
– Discussing the main takeaways from the 2019 Tesla shareholder meeting – Updated short interest from 5/31 reporting date Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post 2019 Shareholder Meeting, Record Short Interest (06.12.19) appeared first on TechCast Daily.
First Public V3 Supercharger Opens, Tesla/SpaceX Favored by Engineering Students (06.07.19)
– Tesla opens its first public Supercharger V3 station – Survey of engineering students shows high interest in Tesla and SpaceX Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post First Public V3 Supercharger Opens, Tesla/SpaceX Favored by Engineering Students (06.07.19) appeared first on TechC
Quarter to Date Deliveries & June Targets, India Reportedly Pushing Ride-Sharing Towards EVs (06.06.19)
– Electrek reports on quarter to date North American deliveries and goals for June – India reportedly moves to impose restrictions on percentage of ICE vehicles in ride-sharing fleets Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Quarter to Date Deliveries & June Targets, India Reportedly
Shareholder Meeting Questions, Sentiment, Early Access Program (06.05.19)
– Discussing questions for the upcoming Tesla Shareholder Meeting, which you can submit and vote for at https://www.say.com/qa/tesla/ – Adam Jonas note may be indicative of a shift in sentiment – Tesla provides Ars Technica with an update on Early Access Program for early purchasers of FSD – YouTube channel “LikeTesla” shares rumors of S/X refresh Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive prod
InsideEVs May Estimates, Macro Movement (06.04.19)
– TSLA finally bounces as the broader markets rise – InsideEVs publishes their May delivery estimates Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post InsideEVs May Estimates, Macro Movement (06.04.19) appeared first on TechCast Daily.
TSLA’s Valuation and Price/Sales, Tesla Truck Details and Market (06.03.19)
– Taking a brief look at TSLA’s valuation as we continue to hit new lows – Elon Musk shares some more details on the Tesla pickup truck, including targeted base price Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post TSLA’s Valuation and Price/Sales, Tesla Truck Details and Market (06.03.19)
RHD Model 3 Availability Expands, Mexico Tariffs, Pricing Display (06.01.19)
– Tesla opens Model 3 order page for more right-hand drive countries – Discussing the impact of possible US tariffs applied to Mexico – Tesla updates ordering page pricing display in the US Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post RHD Model 3 Availability Expands, Mexico Tariffs, Pri
China Model 3 Pricing Analysis (05.30.19)
– Tesla announces pricing for the Gigafactory Shanghai produced Model 3, expects deliveries in 6-10 months Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post China Model 3 Pricing Analysis (05.30.19) appeared first on TechCast Daily.
Refresh and Model Y Rumors, Musk Email on Deliveries, CEO Compensation (05.29.19)
– CNBC reports on rumors of an upcoming refresh for Model S, and possible Model Y production planning – Another leaked Elon email discuss delivery logistics and demand – Musk’s 2018 CEO compensation Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Refresh and Model Y Rumors, Musk Email on De
Upcoming China Announcement, Autotrader Survey (05.28.19)
– Tesla teases China announcement for 5/31, likely related to Model 3 pricing – Autotrader survey indicates high EV interest (Link) – Autopilot allegedly avoids side-collision (Link) Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Upcoming China Announcement, Autotrader Survey (05.28.19) a
Updated Short Interest (05.25.19)
– Updated TSLA short interest for reporting date 5/15 – SpaceX successfully launches first production Starlink satellites Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Updated Short Interest (05.25.19) appeared first on TechCast Daily.
Another Musk Email on Orders and Production, Price Elasticity/Advertising (05.23.19)
– Another leaked Musk email discusses Q2 net new orders and Model 3 production rates – Discussion around price elasticity and advertising centered around the recent Model S/X price changes Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Another Musk Email on Orders and Production, Price Ela
Musk Email to Employees on Expense Management, Wedbush Lowers Price Target (05.20.19)
– Elon Musk emails employees regarding expense management at Tesla – Wedbush lowers TSLA price target Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Musk Email to Employees on Expense Management, Wedbush Lowers Price Target (05.20.19) appeared first on TechCast Daily.
Interview: Matt Joyce (05.16.19)
– Interview with Tesla investor Matt Joyce recorded on the evening of Thursday, May 16th, 2019 – You can find Matt on Twitter @matty_mogul and more information on Toom Dips at www.toomdips.com Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Interview: Matt Joyce (05.16.19) appeared first on
Gigafactory 2 Adds Electronics Production, Tesla Communications Director to Depart (05.15.19)
– Discussing Tesla’s requirements for Gigafactory 2 in Buffalo – Tesla’s senior director of communications plans to leave Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Gigafactory 2 Adds Electronics Production, Tesla Communications Director to Depart (05.15.19) appeared first on TechCast
Model 3 Price Increase, China Tariffs, Maxwell, US Army Battery Development (05.14.19)
– China plans increased tariffs – Tesla raises Model 3 prices in US – Maxwell Technologies (possible) final offer – US Army battery development Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Model 3 Price Increase, China Tariffs, Maxwell, US Army Battery Development (05.14.19) appeared fir
Updated Short Interest, Uber IPO, Starlink (05.13.19)
– Short interest spikes for 4/30 reporting period – Uber IPO discussion – Starlink launch this week Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Updated Short Interest, Uber IPO, Starlink (05.13.19) appeared first on TechCast Daily.
Panasonic Comments on Tesla on Earnings Call (05.09.19)
– Panasonic posts its FY2019 earnings report and discusses Tesla on their earnings call Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Panasonic Comments on Tesla on Earnings Call (05.09.19) appeared first on TechCast Daily.
Cap Raise Completed, VW ID.3 (05.08.19)
– Tesla completes its capital raise – Volkswagen opens reservations for the ID.3, shares more information on the vehicle (Link) Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Cap Raise Completed, VW ID.3 (05.08.19) appeared first on TechCast Daily.
Waymo/Lyft Partnership, Convertible Note Capital Cost, Cruise Raise, Software Update (05.07.19)
– Discussing the true cost of capital on Tesla’s convertible notes – Waymo partners with Lyft – GM’s Cruise raises money at a new valuation – Tesla software update 2019.16 Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Waymo/Lyft Partnership, Convertible Note Capital Cost, Cruise Raise, So
FCA Credits, Self-Diagnostics (05.06.19)
– Fiat-Chrysler discusses regulatory credit strategy – Anthony Levandowski comments on Lidar – Tesla add self-diagnostic service feature Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post FCA Credits, Self-Diagnostics (05.06.19) appeared first on TechCast Daily.
Increased Capital Raise, Details from Investor Call (05.03.19)
– Updated terms for Tesla’s shelf offering filed this morning – Details from Musk/Kirkhorn call with investors yesterday Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Increased Capital Raise, Details from Investor Call (05.03.19) appeared first on TechCast Daily.
$2.0B – $2.3B Capital Raise, Further Discussion on Autonomy Day/Podcast (05.02.19)
– Tesla raises up to $2.3B in common stock and convertible note issuance – Further discussion on Tesla autonomy day and Elon’s podcast with Lex Fridman Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post $2.0B – $2.3B Capital Raise, Further Discussion on Autonomy Day/Podcast (05.02.19) appeared
Checking In (04.30.19)
– Thoughts on the goings-on of Tesla and TSLA the last couple of weeks Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Checking In (04.30.19) appeared first on TechCast Daily.
Model 3 Lineup Change, Tesla/Panasonic Investment in GF1 (04.12.19)
– Tesla announces lineup changes, most significantly impacting Model 3 – Tesla introduces SR+ to Europe – Panasonic and Tesla comment on investment in Gigafactory 1 – Tesla Daily podcast returns on April 30, 2019 Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Model 3 Lineup Change, Tesla/P
Credits! Fiat-Chrysler Partners with Tesla on Emission Credits, New Bill Proposes Changes to US EV Tax Credit (04.10.19)
– New bill introduces with proposed changes to the US federal EV tax credit – Fiat-Chrysler partners with Tesla as it faces more challenging emissions requirements -Maxwell tender offer extended Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Credits! Fiat-Chrysler Partners with Tesla on Em
Electrek Reports on Possible Powertrain Update for S/X, Hardware 3 Delivery (04.05.19)
– Electrek reports that Tesla may be planning to update motors for S/X – Delivery of Tesla’s hardware 3 computer Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Electrek Reports on Possible Powertrain Update for S/X, Hardware 3 Delivery (04.05.19) appeared first on TechCast Daily.
Judge Hears Arguments in SEC/Musk Contempt Case (04.04.19)
– Judge Nathan hears arguments from both sides in the SEC/Musk contempt case – A few other pieces of news/notes Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Judge Hears Arguments in SEC/Musk Contempt Case (04.04.19) appeared first on TechCast Daily.
Q1 Delivery and Production Report (04.03.19)
– Tesla reports Q1 delivery and production numbers – Tesla announces investor event to discuss autonomy – Unconfirmed lane changes rolling out as a part of Nav on AP Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Q1 Delivery and Production Report (04.03.19)
CNN Proves Itself Inept at Covering Tesla — Twice, UPS/Tesla Exchange Tweets (04.02.19)
– CNN puts on a display of poor journalism in article discussing Tesla’s Q1 numbers – Tesla/UPS exchange tweets Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post CNN Proves Itself Inept at Covering Tesla — Twice, UPS/Tesla Exchange Tweets (04.02.19) appeared f
Q1 Risk, Jung Musk, EV Market Share in Norway (04.01.19)
– Discussing some risks of the Q1 delivery and production report – Musk changes Twitter display name again, releases song – EV market share in Norway surges in March Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Q1 Risk, Jung Musk, EV Market Share in Norwa
Q1 Delivery Discussion, HW3 Tweets from Elon (03.29.19)
– Discussing my current thoughts on Q1 deliveries vs. consensus estimates – Elon shares some small updates on HW3 on Twitter Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Q1 Delivery Discussion, HW3 Tweets from Elon (03.29.19) appeared first on TechCast Da
Maxwell Tender Offer Extended for Second Time (03.28.19)
– Tesla has extended the tender offer for Maxwell technologies for the second time in two weeks Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Maxwell Tender Offer Extended for Second Time (03.28.19) appeared first on TechCast Daily.
Autopilot Firmware Contains Stoplight & Stop Sign Features, Musk Clarifies Store Moves to Employees, SR Deliveries Delayed (03.27.19)
– Video from firmware 19.8.3 demonstrates Autopilot’s ability to autonomously stop at stoplights (Link) – Musk sends internal email clarifying the recent store moves – Standard Range Model 3 deliveries reportedly delayed – 4/4/2019 date selected for oral arguments in SEC contempt case Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan
Production Lawsuit Dismissed, Model Y Price Increase, V2 Supercharging (03.25.19)
– US District judge dismisses production lawsuit – SEC responds to Musk’s sur-reply – Tesla raises Model Y prices – V2 supercharging data Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Production Lawsuit Dismissed, Model Y Price Increase, V2 Supercharging (
Musk’s Sur-Reply, New AP Features (03.23.19)
– Sur-reply filed by Musk’s lawyers in contempt case (Link) – Two new Autopilot features Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Musk’s Sur-Reply, New AP Features (03.23.19) appeared first on TechCast Daily.
EOQ Delivery Push, Referral Program Returns, Enhanced Summon, Sur-Reply Granted (03.22.19)
– Musk emails all employees in end of quarter push for deliveries – Tesla brings back the referral program – First videos of enhanced summon in action – Judge grants Musk the opportunity to file a sur-reply in SEC case Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is l
Price Increases, Model S Standard Range (03.21.19)
– Tesla increases prices on most vehicles, makes change to Model S lineup – Screenshot of internal Tesla screen showing fleet size (Link) Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Price Increases, Model S Standard Range (
SEC Replies to Musk in Contempt Case (03.19.19)
– The SEC files a reply to Musk’s response to the courts in defense of the SEC’s assertion of contempt of the settlement agreement – Tesla email targets 30,000 deliveries in 15 days – Enhanced Summon and Navigate on Autopilot updates rolling to early access program members – Price changes delayed to Wednesday night Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive produ
Mid-Range Model 3 Removed, Model Y & TSLA (03.18.19)
– Tesla removes mid-range Model 3 from the US design studio – More discussion on Model Y and the current reaction by the market Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Mid-Range Model 3 Removed, Model Y & TSLA (03.18.19
Initial Thoughts on Model Y (03.15.19)
– Tesla unveils Model Y – Reaction from event and early thoughts on Model Y Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Initial Thoughts on Model Y (03.15.19) appeared first on TechCast Daily.
Volatility, Tesla Reevaluates Closings (03.12.19)
– Tesla reevaluates store closings decisions and vehicle pricing – Analyzing the impact of the volatile decision making Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Volatility, Tesla Reevaluates Closings (03.12.19) appeared f
Model Y Unveiling Invitations, Store Closing Process, Tesla Reputation (03.09.19)
– Tesla sends out Model Y invitation events – Exciting personal news – Some new reports on Tesla’s store closing process – Tesla’s reputation scores fall in 2019 Axios/Harris poll (Link) Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives Th
V3 Charge Curve, Model 3 Delivery Estimates, $520M China Loan (03.07.19)
– First look at the tapering curve from the V3 Supercharger beta site – Model 3 US delivery estimates adjusted – Tesla secures $520M loan in China Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post V3 Charge Curve, Model 3 Delivery
Supercharger V3, Shanghai Vehicle Assembly, Standard Model 3 Production (03.06.19)
– Tesla releases Supercharger V3 information and beta station – Shanghai government official comments on Tesla’s Gigafactory Shanghai – First standard Model 3’s reportedly produced Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post
Labels Cause Quickly Resolved Delays in China, Last Week’s Model 3 Fatal Accident, Tesla Search Trends (03.05.19)
– Model 3 deliveries slightly delayed due to some mislabeling by Tesla – Fatal Model 3 accident last week – Taking a look at search trends since the $35k Model 3 announcement Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Label
Model Y & Supercharger V3 Unveilings, TSLA Weakness (03.04.19)
– What to expect from the upcoming Model Y and Supercharger V3 unveilings – Thoughts on current price action for TSLA Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Model Y & Supercharger V3 Unveilings, TSLA Weakness (03.04.19)
Further Discussion on Standard Model 3, Filling in the Blanks, Bond Repayment (03.01.19)
– Continuing the discussion on the impact of the standard range Model 3 and filling in the blanks from the audio cuts on the prior episode – Tesla pays off convertible bond debt – Elon emails employees about store closings Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer
$35,000 Tesla Model 3 (02.28.19)
– Tesla releases the $35,000 USD Model, available for delivery in 2-4 week – Discussion on the entirety of the lineup changes and the potential impacts to Tesla – Elon shares updated forecasts for Q1 and 2019 Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA s
Interview: Consumer Reports Director of Auto Testing, Jake Fisher (02.27.19)
– Consumer Reports Director of Auto Testing, Jake Fisher, joins the podcast to give some clarity on Consumer Reports Model 3 recommendation status Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Interview: Consumer Reports Direc
SEC Files Request to Court to Hold Musk in Contempt of Settlement Agreement (02.25.19)
– The Securities and Exchange Commission has filed a request to hold Elon Musk in contempt of his settlement agreement (Link to filings) Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post SEC Files Request to Court to Hold Musk in
Analyzing & Understanding Consumer Reports’ Tesla Model 3 Recommendation Change (02.23.19)
– In depth discussion on the reliability scores and recommendation decision by Consumer Reports for the Tesla Model 3 – How did the Model 3 score on reliability, and what influenced that score? Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivati
Consumer Reports Removes Model 3 Recommendation (02.21.19)
– Consumer Reports removes recommendation from Tesla Model 3 – US auto dealership group president comments on Tesla Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Consumer Reports Removes Model 3 Recommendation (02.21.19) appea
Elon Clarifies Production Tweet, New General Counsel, Model 3 Leasing (02.20.19)
– Elon clarifies his tweet on 2019 vehicle production – Tesla’s newly hired general counsel, Dane Butswinkas, leaves the company and Tesla immediately fills the position – Tesla reportedly preparing employees for Model 3 leasing Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob M
ARK Invest Interviews Elon, 2019 Production (02.19.19)
– Elon Musk appears on For Your Innovation podcast hosted by shareholder ARK Invest (Link) – Elon tweets about 2019 vehicle production – Tesla files their 10-K annual report Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post ARK I
Standard Range Model 3 Timeline Removed from Order Page (02.18.19)
– Tesla removes delivery estimate from order page for Model 3 Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Standard Range Model 3 Timeline Removed from Order Page (02.18.19) appeared first on TechCast Daily.
Dashcam Improvement, Institutional Investors (02.14.19)
– Dashcam feature improved – Two institutional investors disclose TSLA stake – Maxwell Technologies comments on acquisition timing Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Dashcam Improvement, Institutional Investors (02.
Sentry/Dog Mode Rolling Out, CA Disengagement Report (02.13.19)
– Sentry Mode & Dog Mode begin rolling out – California publishes 2018 autonomous vehicle disengagement report Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Sentry/Dog Mode Rolling Out, CA Disengagement Report (02.13.19) appea
Autopilot Safety, GM Rumors (02.12.19)
– Tesla’s VP of global recruiting leaves the company (yawn) – Noise around NHTSA’s reporting of Autopilot safety data – GM/Tesla partnership rumor – GM/Amazon rumored to have interest in investing in Rivian Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA sto
Canaccord Upgrade, T Rowe Reduces Stake in Q4, Audi/Porsche EV Development (02.11.19)
– Canaccord Genuity upgrade – T Rowe Price reduces stake in TSLA – Manager Magazin reports on Audi and Porsche EV development Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Canaccord Upgrade, T Rowe Reduces Stake in Q4, Audi/Po
EV Profitability, Autopilot Standard for Model 3 in China (02.09.19)
– Discussion of comments about EV profitability made on General Motors earnings call last week – Tesla make Enhanced Autopilot standard for all Model 3 variants in China Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post EV Profita
Amazon Invests in Aurora, Tesla Sentry Mode & Dog Mode (02.07.19)
– Autonomous driving startup Aurora Innovation raises $530M from investors including Amazon – Tesla Sentry Mode and Dog Mode coming next week Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Amazon Invests in Aurora, Tesla Sentry
Model 3 $1,100 Price Cut, Maxwell Technologies Acquisition, First European Model 3 Deliveries (02.06.19)
– Tesla lowers prices for all variants of Model 3 by $1,100 in the US – Tesla acquires Maxwell Technologies for $218M stock deal – First deliveries for Model 3 in Europe Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives Links: Email > tesl
Interview: Tesla Side Hustle, Sharing EVs (02.04.19)
– In today’s episode, I speak with Jerome about his Tesla side hustle — renting his vehicles out to generate additional income and help spread EV adoption – You can learn more at Jerome’s website, sactesla.com Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA
InsideEVs January Estimates, Consumer Reports Owner Satisfaction Survey, Long Range Single Motor Model 3, Moody’s (02.01.19)
– InsideEVs publishes their January US electric vehicle delivery estimates – Consumer Reports’ March 2019 magazine shows results of 2018 owner satisfaction survey – Long range single motor Model 3 make a reappearance for China – Moody’s upgrades small amount of Tesla lease trust notes Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Executive produc
Q4-18 Earnings Report Review (01.30.19)
– Thoughts on the Q4 2018 shareholder letter, earnings report, and conference call Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Q4-18 Earnings Report Review (01.30.19) appeared first on TechCast Daily.
Model S/X Price and Option Adjustments (01.29.19)
– Tesla has adjusted pricing and options for Model S and Model X – Examination of the value of the new lineup Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Model S/X Price and Option Adjustments (01.29.19) appeared first on TechCast Daily.
Saudi Arabia Reportedly Hedges TSLA Position, Porsche/Electrify America Partner (01.28.19)
– Saudi Arabia’s Public Investment Fund reportedly hedges stake in TSLA – Volkswagen of America CEO comments on Tesla market share – Porsche partner with Electrify America charging network, shares details on Taycan charge rate Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivat
Updated Short Interest, Sentry Mode Timeframe, KBB Resale Value Awards (01.25.19)
– Updated short interest from 1/15/19 – Sentry Mode timeframe – Kelly Blue Book resale value awards Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Updated Short Interest, Sentry Mode Timeframe, KBB Resale Value Awards (01.25.19) appeared first on TechCast Dai
Submit & Vote for Q4 Questions (01.24.19)
– Submit your questions for the Q4 earnings call at say.com/earnings/tesla and vote for your favorite questions from other shareholders Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Submit & Vote for Q4 Questions (01.24.19) appeared first on TechCast Daily.
Model S/X Production Hours Reduced (01.23.19)
– Tesla responds to a CNBC article confirming that they have reduced production hours for Model S and Model X Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Model S/X Production Hours Reduced (01.23.19) appeared first on TechCast Daily.
Advanced Summon/Nav on AP Updates, Sentry Mode, Supercharging Pricing… Again (01.22.19)
– Elon tweets that Advanced Summon has been approved by “regulators” – Navigate on Autopilot “coming soon” to Europe – Tesla “Sentry Mode” in development – Just after a pricing increase, Tesla reduces Supercharging prices Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Earnings Date, Supercharger Network Pricing, Homologation, Porsche Taycan, Toyota/Panasonic (01.21.19)
– Tesla sets Q4 earnings date for Wednesday, 1/30/19 – Pricing increase for the Supercharger network – Model 3 homologation for Europe complete – Porsche Taycan production plans – Toyota/Panasonic partnership Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Ear
Layoffs and Profitability Discussed in Musk Email (01.18.19)
– According to an Elon Musk internal email, later shared publicly, Tesla will lay off about 7% of its workforce – Q4 and Q1 profitability references Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Layoffs and Profitability Discussed in Musk Email (01.18.19) ap
Analyzing the End of Tesla’s Referral Program on February 1st (01.17.19)
– Tesla will end referral program on February 1, 2019 – Impact analysis, and what it may mean for Tesla’s product line Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock The post Analyzing the End of Tesla’s Referral Program on February 1st (01.17.19) appeared first on TechCast Daily.
Powerwall Eligible for South Australian Subsidy, Ford Plans to Electrify the F-Series (01.16.19)
– Tesla’s Powerwall 2 has been granted eligibility for a $6,000 subsidy in South Australia – Ford discusses electrification plans for F-Series pickup Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock The post Powerwall Eligible for South Australian Subsidy, Ford Plans to Electrify the
Ford & VW Launch “Global Alliance”, Further Discussion on TSLA Short Interest (01.15.19)
– Ford and Volkswagen announce a global alliance – Continuing discussion on TSLA’s current short interest Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock The post Ford & VW Launch “Global Alliance”, Further Discussion on TSLA Short Interest (01.15.19) appeared first on TechCast Dail
75 kWh Options Removed, Elon Musk Awarded “Disruptor of the Year” (01.14.19)
– Tesla removes 75 kWh versions of Model S and X from the design studio – North American International Auto Show – Elon Musk named “Disruptor of the Year” by CNET Roadshow Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock The post 75 kWh Options Removed, Elon Musk Awarded “Disruptor o