Rob Maurer shares a number of personal announcements.
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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 talk
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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 & derivatives
➤ Tesla has released record Q4-23 delivery and production numbers
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/XxOh12Uhg08
MKBHD podcast: https://youtu.be/CF7msB1CgyM
Comparison chart: https://docs.google.com/spreadsheets/u/1/d/e/2PACX-1vTGY_3Jq7pen0yV8Cq4fUko-48FGZ6ufPNkfDqw5zgxFrkxP-Wl-NY4i_GnAQAX8q96JxQBRNFvROVM/pubhtml
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#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 producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Rob Maurer shares his initial thoughts after the first Cybertruck deliveries
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Patreon: https://www.patreon.com/tesladailypodcast
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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
Executive producer John Beans
Music by Evan Schaeffer
Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla has released Q3-23 delivery and production numbers
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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 & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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+ vehicles
➤ Apple car report
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Walter Isaacson joins Rob Maurer to discuss the biography of Elon Musk
➤ Link to book: https://amzn.to/3Zivgxu
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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 & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ Tesla significantly reduces prices on Model S/X
➤ Tesla lowers price of FSD
➤ Cybertruck frunk photo
➤ Calendar
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla has released the brand new “Project Highland” Model 3
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Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Music by Evan Schaeffer
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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 & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla releases standard range Model S and Model X
➤ Tesla cuts prices on some vehicles in China
➤ July China production
➤ Cybertruck sightings
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Join Rob Maurer for live reaction to Tesla's Q2 2023 earnings call
➤ Reaction to shareholder letter: https://youtube.com/live/XoZNcLijT1g
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Rob Maurer discusses expectations for Tesla’s Q2-23 earnings report
➤ YouTube version: https://youtube.com/live/fRMAXdXuDrw
➤ Earnings context: https://youtu.be/CUwDiyJFov0
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Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
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Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Analyzing Tesla’s record Q2 delivery and production numbers
➤ Schedule update
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
00000198 00000191 00003B42 00002F8D 00001EB6 000A3E0A 00007E86 00007903 00001EB6 00001E9C
➤ 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
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Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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 comments on FSD Beta
➤ Musk reaches settlement in defamation case
➤ SpaceX launches Falcon Heavy after short delay
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ Rob Maurer walks through forecasts and what to expect for Tesla’s Q1-2023 earnings report
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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 unveiled
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ Tesla reports record Q1 delivery and production numbers to kick off 2023
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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#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 producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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 & derivatives
➤ Analyzing the major takeaways from Tesla’s Investor Day
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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 & derivative
➤ 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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
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Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
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Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla search interest jumps dramatically after price cuts
➤ Giga Press stands up in Texas
➤ Possible Autopilot hardware leak
➤ Toyota comedy continues
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla reports record Q4 delivery and production numbers to wrap up 2022
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Executive producer Jeremy Cooke
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Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
22:06 Speed
24:02 Elon forced out of PayPal
34:22 Elon’s mindset and overcoming challenges
39:55 Elon’s motivation & character
47:08 Engineering vs. the world
50:31 Filtering out the noise
53:08 Misconceptions
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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 & derivatives. Product links may earn additional revenue for the channel.
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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#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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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 advertisers
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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#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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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 TSLA price target
➤ Munger comments on Musk, Tesla
➤ George Hotz may work at Twitter
➤ Yellen comments on Twitter
➤ Redwood Materials signs deal with Panasonic
➤ Lucid announcements
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Arabia and Foxconn partner for EVs
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer John Beans
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Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Rob Maurer discusses key points that may have been under-appreciated in Tesla’s Q3 earnings report
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Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Rob Maurer walks through what to expect for Tesla’s Q3 2022 earnings report and conference call
➤ YouTube link: https://youtu.be/7OH9p7ubbH4
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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#Tesla #TSLA #Investing
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Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla has reported record quarterly production and delivery numbers for the third quarter of 2022
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Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla appoints new board member
➤ Piper Sandler lowers TSLA price target
➤ Citi issues updated TSLA note
➤ Walking through Q3 delivery and production estimates
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Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer John Beans
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Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
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Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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#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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 SpaceX partnership
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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-Mobile
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 on “Autopilot” terminology
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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➤
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Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
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Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Rob Maurer discusses the biggest learnings from Tesla's Q2-22 earnings beat and management's comments on the earnings call.
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#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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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#Tesla #TSLA #Investing
Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 permission
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Executive producer Jeremy Cooke
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Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Rob Maurer walks through Tesla’s Q2 delivery and production report, how it compares to expectations, and what it means going forward
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Executive producer Jeremy Cooke
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Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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.votervoice.net/SpaceX/Campaigns/95756/Respond)
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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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 & derivatives
➤ 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
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Executive producer Jeremy Cooke
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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Executive producer Jeremy Cooke
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Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 & derivatives
➤ 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
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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 & derivatives
➤ 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 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: Rob Maurer is long TSLA stock & derivatives
➤ 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://www.patreon.com/tesladailypodcast
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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: Rob Maurer is long TSLA stock & derivatives
➤ 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/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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
➤ Starlink subscriber count update
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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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://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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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FSD 10.12 Release Notes:
• Upgraded decision making framework for unprotected left turns with better modeling of objects' response to ego's actions by adding more features that shape the go/no-go decision. This increases robustness to noisy measurements while being more sticky to decisions within a safety margin. The framework also leverages median safe regions when necessary to maneuver across large turns and accelerating harder through maneuvers when required to safely exit the intersection.
• Improved creeping for visibility using more accurate lane geometry and higher resolution occlusion detection.
• Reduced instances of attempting uncomfortable turns through better integration with object future predictions during lane selection.
• Upgraded planner to rely less on lanes to enable maneuvering smoothly out of restricted space.
• Increased safety of turns with crossing traffic by improving the architecture of the lanes neural network which greatly boosted recall and geometric accuracy of crossing lanes.
• Improved the recall and geometric accuracy of all lane predictions by adding 180k video clips to the training set.
• Reduced traffic control related false slowdowns through better integration with lane structure and improved behavior with respect to yellow lights.
• Improved the geometric accuracy of road edge and line predictions by adding a mixing/coupling layer with the generalized static obstacle network.
• Improved geometric accuracy and understanding of visibility by retraining the generalized static obstacle network with improved data from the autolabeler and by adding 30k more videos clips.
• Improved recall of motorcycles, reduced velocity error of close-by pedestrians and bicyclists, and reduced heading error of pedestrians by adding new sim and autolabeled data to the training set.
• Improved precision of the "is parked" attribute on vehicles by adding 41k clips to the training set. Solved 48% of failure cases captured by our telemetry of 10.11.
• Improved detection recall of far-away crossing objects by regenerating the dataset with improved versions of the neural networks used in the autolabeler which increased data quality.
• Improved offsetting behavior when maneuvering around cars with open doors.
• Improved angular velocity and lane-centric velocity for non-VRU objects by upgrading it into network predicted tasks.
• Improved comfort when lane changing behind vehicles with harsh deceleration by tighter integration between lead vehicles future motion estimate and planned lane change profile.
• Increased reliance on network-predicted acceleration for all moving objects, previously only longitudinally relevant objects.
• Updated nearby vehicle assets with visualization indicating when a vehicle has a door open.
• Improved system frame rate +1.8 frames per second by removing three legacy neural networks.
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: Rob Maurer is long TSLA stock & derivatives
➤ 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/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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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://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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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: Rob Maurer is long TSLA stock & derivatives
➤ 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.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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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: Rob Maurer is long TSLA stock & derivatives
➤ 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/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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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://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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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: Rob Maurer is long TSLA stock & derivatives
➤ 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 Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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: 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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 expands Tesla Insurance to new states
➤ Tesla and PG&E activate huge energy storage project
➤ Mobile connector no longer included as standard equipment
➤ Ford halts retail orders for Mustang Mach-E
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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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: Rob Maurer is long TSLA stock & derivatives
➤ 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/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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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://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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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://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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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: Rob Maurer is long TSLA stock & derivatives
➤ 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 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: Rob Maurer is long TSLA stock & derivatives
➤ 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 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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 SUV
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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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: Rob Maurer is long TSLA stock & derivatives
➤ 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.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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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: Rob Maurer is long TSLA stock & derivatives
➤ 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: 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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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: 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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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: Rob Maurer is long TSLA stock & derivatives
➤ 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
➤ Stellantis CEO believes they will catch up with Tesla
➤ US changes regulations involving autonomous vehicles
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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 & California migration
40:00 Early stage interests
44:07 Rob’s promise
Westly Group: https://westlygroup.com
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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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: Rob Maurer is long TSLA stock & derivatives
➤ 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 buyback
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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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: Rob Maurer is long TSLA stock & derivatives
➤ 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/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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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: Rob Maurer is long TSLA stock & derivatives
➤ 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 resale value for Model Y in China
➤ Tesla launches fleet sales page
➤ CATL investment near Giga Shanghai
➤ Major Tesla energy project halts operations
➤ West Virginia bill seeks to ban over-the-air updates
➤ Volkswagen rumored to seek Porsche IPO
➤ Lucid issues first recall
Twitter: https://www.twitter.com/teslapodcast
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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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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: 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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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: 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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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: Rob Maurer is long TSLA stock & derivatives
➤ 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/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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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: 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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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: Rob Maurer is long TSLA stock & derivatives
➤ 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 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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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: Rob Maurer is long TSLA stock & derivatives
➤ 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://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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
➤ SpaceX releases new Starlink product
➤ Tesla China releases new video: https://youtu.be/wdIaa1bLgR0
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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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: Rob Maurer is long TSLA stock & derivatives
➤ 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 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: Rob Maurer is long TSLA stock & derivatives
➤ 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 Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 & derivatives
➤ 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/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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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: Rob Maurer is long TSLA stock & derivatives
➤ 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 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: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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: Rob Maurer is long TSLA stock & derivatives
➤ 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/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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 explore EV production
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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 stock & derivatives
➤ 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/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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 stock & derivatives
➤ 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 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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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: 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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 stock & derivatives
➤ 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
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 stock & derivatives
➤ 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 hospital
➤ Nio unveils new Nio ET5
➤ Cruise dismisses CEO
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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 stock & derivatives
➤ 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 merchandise added to Tesla Shop
➤ Paraguay reportedly interested in Tesla Energy products
➤ Canada continues to push back on proposed US EV tax credit structure
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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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://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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 targets released
➤ Lucid subpoenaed by the SEC
Tesla Daily episodes on Walmart lawsuit of Tesla:
1. https://bit.ly/3DvPDKU (4 minutes in)
2. https://bit.ly/3pQ6Av9 (3 minutes in)
3. https://bit.ly/3DzEPLP (4.5 minutes in)
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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 stock & derivatives
➤ 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
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 stock & derivatives
➤ 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 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 stock & derivatives
➤ 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
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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 stock & derivatives
➤ 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/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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 Amazon
36:19 Valuation methodology
44:03 Investor regret
45:37 Tesla service business & warranty reserves
59:27 Are legacy auto bankruptcies coming?
1:12:35 FSD Beta
1:21:21 Elon Musk stock sale
1:25:06 EV SPACs, Rivian, and Lucid
1:31:40 Rob's hair...
Disclosures for universe of: Alex Potter
1. I or a household member has a financial interest in the securities of the following companies: none
2. I or a household member is an officer, director, or advisory board member of the following companies: none
3. I have received compensation within the past 12 months from the following companies: none
4. Piper Sandler beneficially owns 1% or more of a class of the following companies: none
5. Piper Sandler has had a client relationship or has received compensation for investment banking services from the following companies within the past 12 months: ACVA, DASH, LILM, SFT, TSP, UBER, VRM
6. Piper Sandler expects to receive or intends to seek compensation for investment banking services from the following companies in the next 3 months: LILM
7. Piper Sandler was a managing underwriter of a public offering of, or a dealer manager of a tender offer for, the securities of the following companies within the past 12 months: ACVA, DASH, SFT, TSP
8. Piper Sandler has had a client relationship and has received compensation for non-investment banking securities related products or services in the past 12 months for the following companies: none
9. Piper Sandler has had a client relationship and has received compensation for non-securities services in the past 12 months for the following companies: none
10. Piper Sandler is a registered market maker for the following companies: none
11. Piper Sandler will buy and sell securities on a principal basis for the following companies: ACVA, APTV, ASPN, CARG, CVNA, DASH, LILM, LYFT, NIU, SFT, TSLA, TSP, UBER, VRM
#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 Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 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 stock & derivatives
➤ 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: 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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
➤ Australia commits funding for EV charging
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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 Street Research: https://www.newstreetresearch.com
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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 stock & derivatives
➤ 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: 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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 members sell TSLA stock
➤ SpaceX publishes Starbase video (https://youtu.be/TeVbYCIFVa8)
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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 stock & derivatives
➤ 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 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 stock & derivatives
➤ 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
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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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: 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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 trillion!
35:10 Q&A
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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 stock & derivatives
➤ 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
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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 stock & derivatives
➤ 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 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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 stock & derivatives
➤ 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
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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 shortage impacts reported
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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 agreement on Bolt recall
➤ Lucid reveals Dream Drive
➤ Mattel announces Cybertruck Mega Bloks set
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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 stock & derivatives
➤ 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 Beta 10.2 set for release
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 producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 stock & derivatives
➤ 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 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 stock & derivatives
➤ 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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 stock & derivatives
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 stock & derivatives
➤ 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 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 stock & derivatives
➤ 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
➤ Lucid announces start of production and delivery dates
➤ UK faces fuel shortage
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 stock & derivatives
➤ 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 meeting
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 stock & derivatives
➤ 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
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 stock & derivatives
➤ 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
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 stock & derivatives
➤ 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 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 stock & derivatives
➤ 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 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 stock & derivatives
➤ 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
➤ Interest in orbital spaceflight up after Inspiration4 mission
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 stock & derivatives
➤ 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
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 stock & derivatives
➤ 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 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
➤ 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 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
➤ 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 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
➤ 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/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
➤ 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 producer Jeffrey Yu
Executive producer John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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
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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 in Texas
➤ Toyota provides update on EV plans
➤ GM halted production in North America
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
➤ 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
➤ 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
➤ 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 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
➤ 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 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
➤ 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 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
➤ 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/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 John Beans
Executive produce Michael Pastrone
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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 John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 producer Jeffrey Yu
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Live episode of Tesla Daily for Thursday, August 12
➤ 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
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer
➤ 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 Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 possible 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 Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 Tesla Summary
Executive producer Jeffrey Yu
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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: 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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: 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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
Disclosure: Rob Maurer is long TSLA stock & derivatives
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/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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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: 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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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 Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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: 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
➤ Reported leaked email from Elon Musk ahead of quarter end
➤ Tesla updates mobile app to include subscription upgrades
➤ Motor Trend reports more details on Model S Plaid
➤ Giga Berlin timeline from newly published documents
➤ Jerome Guillen sells TSLA stock after departure
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 #Investing
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 automotive taxes and credits
➤ Redwood Materials expands in Nevada
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 Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Chimni
Executive producer Tesla Summary
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Jeff Sheets
Executive producer Jessie Chimney
Executive producer Tesla Summary
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Chimney
Executive producer Tesla Summary
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimney
Executive producer Tesla Summary
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
➤ Ford F-150 Lightning availability will be limited on select version
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 Chimney
Executive producer Tesla Summary
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 Chimney
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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://bit.ly/3fPPNDf
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 Chimney
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimney
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 bullishness?
38:34 Accelerating growth
43:43 Pierre's new Model Y
45:21 Reaction to Tesla/Musk's involvement in cryptocurrency
52:09 What concerns are you hearing?
53:01 2021 delivery expectations
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/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 Chimney
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
➤ Indonesia and LG strike deal on battery factory
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 Chimney
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimney
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.to/3bI0Xc9
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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Korea
➤ Lamborghini announces electric vehicle roadmap
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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Energy Co. comments on Tesla rumors
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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 automotive partnerships leave the company, following CEO departure earlier this year
➤ Toyota announces electric vehicles plans for 2030
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 producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 receives order for massive casting machine
➤ Panasonic discusses profitability of Tesla battery segment
➤ Ford sets date for all-electric Ford F-150 unveiling
➤ Toyota investors express concern over strategy
Twitter: https://www.twitter.com/teslapodcast
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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 producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla may have stealthily acquired another battery startup
➤ Expansion underway for Tesla Grohmann Automation
➤ Stellantis CEO comments on Tesla regulatory credit pooling agreement
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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 producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 #Investing
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 producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 production cuts
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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 producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Tesla Referral: https://ts.la/robert47283
#Tesla #TSLA #Investing
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 producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Disclosure: Rob Maurer is long TSLA stock & derivatives
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
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#Tesla #TSLA #Investing
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 producer Jessie Chimni
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 business
12:58 Tesla’s growth
14:43 TSLA vs. AMZN growth
15:54 Future growth
16:38 Competition is coming
19:42 What is the most exciting catalyst for Tesla?
20:52 What about Apple?
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
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#Tesla #TSLA #Investing
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 producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
➤ NASA and SpaceX adjust Crew-2 launch schedule
➤ Benzinga conference info: https://www.benzinga.com/events/small-cap/clean-tech/
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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/robert47283
#Tesla #TSLA #Investing
Plaid producer Who Why
Plaid producer Ice Lakes Investments
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283
Plaid producer Who Why
Plaid producer Ice Lakes Investments
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 driving
50:05 Stay tuned for part 2!
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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
➤ Spain approves EV subsidy plan
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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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://ts.la/robert47283
Plaid producer Who Why
Plaid producer Ice Lakes Investments
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Starship update
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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Volkswagen ID.4
➤ Following up on Giga Press casting
➤ SpaceX launch update
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 producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 round of Starlink satellites
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Tesla Referral: https://ts.la/robert47283
Plaid producer Who Why
Plaid producer Ice Lakes Investments
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/robert47283
Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 option
➤ Mysterious Tesla call
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 producer Fred Hassen
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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: 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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Ludicrous producer Fred Hassen
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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://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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 strategy at VW Power Day
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 results indicate top reasons people may not want to buy a Tesla
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 nickel mining operation in New Caledonia
➤ VW announces updated electric vehicles targets for 2030
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Disclosure: Rob Maurer is long TSLA stock & derivatives. Product links may earn additional revenue for the channel.
➤ 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 production hell
15:29 - Gwynne Shotwell
18:01 - Surprises while at SpaceX
20:35 - Favorite part of the book
23:25 - What didn't make the cut
25:10 - Musk writing a book?
27:42 - Insight on Elon Musk
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives. Product links may earn additional revenue for the channel.
➤ 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 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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
➤ SpaceX prepares for Starship SN10 test flight and Starlink launch
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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://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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
1:53 Tesla & Bitcoin
4:32 TSLA's dropping stock price
7:33 Piper Sandler's 100 page Tesla report
13:42 Breaking down Tesla's future revenue
16:35 Forecasting Full Self-Driving
27:02 Rob's take on autonomy in TSLA's valuation
32:07 Tesla's innovation
38:57 Autonomous testing in California
42:17FSD average selling price outlook
49:05 Envy of Tesla
51:15 How many factories will Tesla build?
56:52 Will Tesla keep buying battery cells?
1:00:03 Margin impact of others achieving FSD by 2030?
1:03:00 YouTube issues began around here, this audio podcast contains the rest starting around this timestamp
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
This conversation should not be interpreted as financial advice.
Disclosure: Rob Maurer is long TSLA stock & derivatives.
Disclosures for universe of: Alex Potter
1. I or a household member has a financial interest in the securities of the following companies: none
2. I or a household member is an officer, director, or advisory board member of the following companies: none
3. I have received compensation within the past 12 months from the following companies: none
4. Piper Sandler beneficially owns 1% or more of a class of the following companies: none
5. Piper Sandler has had a client relationship or has received compensation for investment banking services from the following companies within the past 12 months: DASH, UBER, VRM
6. Piper Sandler expects to receive or intends to seek compensation for investment banking services from the following companies in the next 3 months: DASH
7. Piper Sandler was a managing underwriter of a public offering of, or a dealer manager of a tender offer for, the securities of the following companies within the past 12 months: DASH, VRM
8. Piper Sandler has had a client relationship and has received compensation for non-investment banking securities related products or services in the past 12 months for the following companies: none
9. Piper Sandler has had a client relationship and has received compensation for non-securities services in the past 12 months for the following companies: none
10. Piper Sandler is a registered market maker for the following companies: APTV, DASH, GRUB, LYFT, VRM
11. Piper Sandler will buy and sell securities on a principal basis for the following companies: 1211 HK, 300750 CH, CARG, CVNA, NIO, NIU, TSLA, UBER
➤ 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 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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Fred Hassen
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Fred Hassen
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Chevy Bolt and Chevy Bolt EUV
➤ Jaguar Land Rover announces brand strategies, focus on electric vehicles
➤ SpaceX completes funding round at new valuation
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
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 producer Fred Hassen
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Investments
Ludicrous producer Fred Hassen
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Ludicrous producer Fred Hassen
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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 shares an interesting new addition to Tesla’s firmware
➤ Elon Musk comments on possible Starlink IPO
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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://www.coinbase.com/join/maurer_x4q
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
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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://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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 circumstances over the last couple of weeks
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 interest in acquiring a stake in China automaker BYD
➤ Tesla reportedly no longer plans on producing a rear-wheel drive Long Range Model Y
➤ Tesla Insurance may finally be expanding outside of California
➤ SpaceX completes high-altitude test flight of Starship SN9
➤ Jeff Bezos steps down as Amazon CEO
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Image(s) and/or Footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 annual growth rate
➤ Refresh Model S and Model X delivery timeline updated for Europe
➤ Quick update on 2021 Model 3 winter performance
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
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Richard Del Maestro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Richard Del Maestro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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
Ludicrous producer Fred Hassen
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
Executive producer Richard Del Maestro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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
Executive producer Richard Del Maestro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Munro offers observations on a different 2021 Model 3
➤ New photo of Model Y rear underbody casting
➤ Model S spotted testing
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Richard Del Maestro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 capture technology
➤ SpaceX launch updates
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 pricing
➤ Swell Energy to create virtual power plant in Hawaii
➤ Rivian capital raise finalized
➤ SpaceX has a big week ahead
➤ Boring Company may be heading to Miami
➤ Tesla delivers first Shanghai-made Model Y vehicles
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Investments
Ludicrous producer Fred Hassen
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 producer Ice Lakes Investments
Ludicrous producer Fred Hassen
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 discussion on Nio and battery swapping
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283
Las Vegas Convention Webcam:
http://webcampub.multivista.com/index.cfm?fuseaction=aPublicWebcam.page&WebcamPublicPageUID=84C4D12D-7120-465A-A591-C5DE00BA8347
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Investments
Ludicrous producer Fred Hassen
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 on Loup TV: https://youtu.be/Lkh-raRvgro
➤ Model Y livestream/interior photos: https://youtu.be/1bV99C64e8w
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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 the stock of the year. The company, which has become one of the ten most valuable companies in the world after beginning the year outside of the top 100, even had its stock highlighted in Google's global Year in Search 2020 report alongside terms such as "Coronavirus" and "Election results".
It's been a magical year for the stock, no doubt, but is it justified? Rob Maurer of Tesla Daily and Jim Cramer discuss Tesla and Elon Musk heading into 2021.
Article continues at https://www.thestreet.com/investing/best-stocks-of-2020-tesla-number-one
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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
https://www.rwbaird.com/ci/sales-trading/equity-sales-trading/ies-disclaimer.aspx
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.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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
➤ Jefferies downgrades TSLA stock while raising price target
➤ Volkswagen announces board reorganization and management changes following series of meetings with Diess
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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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: 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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
➤ Elon Musk speaks to The Wall Street Journal about Tesla’s capital raise and Musk’s possible move to Texas
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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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://ts.la/robert47283
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 automotive industry and localities
➤ SpaceX Starship SN8 test flight may occur on Tuesday, December 8
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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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
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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Starship with short flight, possibly later this 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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.patreon.com/tesladailypodcast
Twitter: https://www.twitter.com/teslapodcast
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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 deliveries getting closer?
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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 as CEO sells stock
➤ Elon Musk provides update on Tesla Tequila
➤ Follow-up on possibility of Warren Buffett’s Berkshire Hathaway secretly buying TSLA stock
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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 omitted confidential information, showing a large discrepancy in assets from 10-Q quarterly filing➤ 13F: https://www.sec.gov/Archives/edgar/data/1067983/000095012320012127/xslForm13F_X01/primary_doc.xml
➤ 10-Q:
➤ TSLA investor Frank Peelen has noticed a decline in institutional TSLA share ownership, possibly explained by Berkshire investment
➤ Electrek article: https://electrek.co/2020/11/18/tesla-tsla-surges-record-high-mysterious-investor-buying-big/
➤ Blog post 1: https://teslainvestor.blogspot.com/2020/11/tslas-s-500-inclusion-100m-missing-tsla.html
➤ Blog post 2: https://teslainvestor.blogspot.com/2020/11/is-tsla-berkshire-hathaways-new-mystery.html
➤ 13F: https://www.sec.gov/Archives/edgar/data/1067983/000095012320012127/xslForm13F_X01/primary_doc.xml
➤ 10-Q: https://www.berkshirehathaway.com/qtrly/3rdqtr20.pdf
#Tesla #TSLA #Investing
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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 rebate for some EV sales
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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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://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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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: 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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 reveals more details ahead of configurator launch on November 16th
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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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: https://ts.la/robert47283
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 takes weird shots at Tesla
➤ Elon Musk tweets about Giga Berlin hiring, project Dojo, and a Tesla electric VTOL jet
➤ Tesla rumored to be working with AMD to supply MCU
➤ Rivian vehicle configurator may be coming online soon
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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 3-wheelers safety
37:10 Tesla Battery Day & Arcimoto’s battery strategy
www.arcimoto.com
#Arcimoto #FUV
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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long FUV stock/TSLA stock & derivatives
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 Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 cells
➤ Discussion on impact of possible return of EV US federal tax credit
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
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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
Executive producer Jessie Chimni
Editing assistance by Jasem Ashkanani
Timer music by Marianthe Bezzerides: www.marianthebezzerides.com
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 comments on Tesla regulatory credit agreement for Q4 and 2021 ahead of merger with Groupe PSA
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
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 license plates
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
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 Introduction
1:14 Background on Tesla Daily
3:37 Tesla autonomy, robotaxis, and energy
18:22 How does Tesla achieve a $25k car?
26:22 Tesla's pricing strategy
30:42 Framework for Tesla Energy
45:02 Tesla's Battery Day
50:26 China's EV startups
57:07 TSLA's valuation/product expansion
1:01:23 TSLA to $5 trillion?
#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
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
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Disclosures for universe of: Alex Potter
1. I or a household member has a financial interest in the securities of the following companies: none
2. I or a household member is an officer, director, or advisory board member of the following companies: none
3. I have received compensation within the past 12 months from the following companies: none
4. Piper Sandler beneficially owns 1% or more of a class of the following companies: none
5. Piper Sandler has had a client relationship or has received compensation for investment banking services from the following companies within the past 12 months: UBER, VRM
6. Piper Sandler expects to receive or intends to seek compensation for investment banking services from the following companies in the next 3 months: UBER, VRM
7. Piper Sandler was a managing underwriter of a public offering of, or a dealer manager of a tender offer for, the securities of the following companies within the past 12 months: VRM
8. Piper Sandler has had a client relationship and has received compensation for non-investment banking securities related products or services in the past 12 months for the following companies: none
9. Piper Sandler has had a client relationship and has received compensation for non-securities services in the past 12 months for the following companies: none
10. Piper Sandler is a registered market maker for the following companies: APTV, GRUB, LYFT, VRM
11. Piper Sandler will buy and sell securities on a principal basis for the following companies: 1211 HK, 300750 CH, CARG, CVNA, NIO, NIU, TSLA, UBER
➤ 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 price
➤ Lucid Motors announces base price of “elemental” version of the Lucid Air
➤ Elon Musk announces timeline for 7-seat Model Y
➤ Tesla Solar Roof installed in four days and captured in time-lapse video: https://youtu.be/K_clgu0PT6k
➤ JB Straubel to speak at energy storage symposium: https://energy.stanford.edu/storagex-initiative
➤ Alex Potter of Piper Sandler joins Rob Maurer for a live discussion and Q&A on TSLA on October 15th at 10am PT, 1pm ET, 5pm UTC
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
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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/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
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
➤ Rob Maurer on Pomp Podcast: https://youtu.be/_poY79yYH1s
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
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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.daimler.com/dokumente/investoren/praesentationen/daimler-ir-mercedes-benz-strategy-update-2020-presentation.pdf
#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
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 after pickup
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 Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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/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 producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 lithium supply contract
#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
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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
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 producer Jeff Sheets
Music by Evan Schaeffer
Image(s) and/or Footage used under license from Shutterstock.com.
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 producer Jeff Sheets
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 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 producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Model Y
➤ Elon Musk breaks down cost of solar as Tesla partners with third-party installers for Tesla Solar Roof
➤ Battery Day invitations conclude as Elon Musk hints at Plaid update
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 Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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: 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 Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 technology
➤ Tesla plans to have up to 8 casting machines at Giga Berlin
➤ Model S, Model X, and Model Y US delivery estimated pushed out to 10-14 weeks
➤ Lucid Air unveiling September 9th at 4pm PST
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 Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 credit situation
21:22 Service gross margin and warranty impacts
25:06 What about the impacts of the pandemic on growth?
28:30 Tesla’s market share
34:51 Regulatory credits in depth
40:22 Is competition finally coming?
46:07 How does forecasting for revenue growth fit with the growth story being over?
49:07 Tesla’s profitability, capital raise, and S&P 500 inclusion
57:16 What would it take for Gordon Johnson to become more bullish on TSLA?
58:54 Has Gordon Johnson used Autopilot?
1:02:46 Closing comments
#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
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 violations penalties
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 Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 reveals battery capacity on Lucid Air
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 Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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-fiduciaries/
For more visit Tesla Daily on TheStreet: https://www.thestreet.com/tesla/interviews/tsla-bull-bear-debate-rob-maurer-david-trainer
Timestamps:
0:00 Introduction
1:58 Why do you think Tesla is overvalued?
4:04 Tesla's market cap per vehicle sold
9:17 Influence of regulatory credits on Tesla's business
11:46 Tesla's market share, growth, and competitive outlook
17:26 Modeling Tesla's valuation
25:42 Counterpoints to the valuation models
37:05 Risk vs. reward when investing in TSLA
40:46 Tesla insurance bull case
42:16 Scaling up and Tesla's competitive position
48:44 Are other automakers finally catching up?
55:09 Wrapping up
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 Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/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 producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 expansion and production capacity in China and worldwide
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 Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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
16:32 Will Tesla's Cybertruck be successful?
21:20 What is exciting about Tesla right now? S&P 500 inclusion? Stock split? Why is Tesla ahead?
30:44 Is Elon Musk TSLA's biggest risk?
32:45 Is Tesla stock being manipulated?
39:28 Tesla is a technology company
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 Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 production of their next-generation full-self driving hardware computer chip
➤ Elon Musk tweets about an electric vertical take-off-and-landing (VTOL) supersonic plane
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Plaid producer Who Why
Plaid producer Doug Pauly
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 Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 results during full charge/discharge power tests
➤ Tesla reportedly informs some Powerwall installers of product shortage
➤ Tesla’s President of Automotive says Giga Texas is happening at full speed
➤ Tesla lists job opening for design center in China
➤ In a survey of questionable validity, Tesla scores well on employee happiness
➤ Tesla Daily will return on Tuesday, August 18th
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 Ferguson
Executive producer Andre Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 given up the market
28:37 Beginning of question and answer section
30:39 Will infrastructure scale fast enough?
33:33 Will people really want to share their vehicles for ridesharing?
36:36 Is Tesla prepared for supply and battery constraints?
40:58 Does The Boring Company come into play for mining?
41:53 Will Tesla's innovation slow down as they enter a higher volume phase?
45:35 Is Tesla's lack of advertising sustainable?
48:03 Who is a legitimate competitor to Tesla?
53:12 Thoughts on Rivian and partnerships?
56:05 How did you feel during the Cybertruck unveiling?
58:20 What are your thoughts on the new Roadster and will you be purchasing one?
1:00:46 Is Tesla's executive turnover a concern?
1:04:29 Do you own a pair of Tesla short shorts?
1:05:00 Any thoughts on TSLA's stock split?
1:06:55 How have you looked at Elon Musk's actions and legal issues the last few years? Do you think he is comparable to Steve Jobs?
1:10:00 What do you think Apple's ambitions in the space are?
1:11:58 What is your backround?
1:13:15 What do you think keeps Elon Musk and Tesla's management team up at night?
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 Ferguson
Executive producer Andre Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 recognition
➤ Bjorn Nyland tests XPeng P7: https://www.youtube.com/watch?v=PNcAZwR9LGE
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 Ferguson
Executive producer Andre Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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.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 Ferguson
Executive producer Andre Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 chairwoman Robyn Denholm sells $39M of TSLA stock
➤ Ford announces CEO change
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 Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 survey on Shanghai Model 3
➤ Fiat Chrysler reports earnings, discusses regulatory credit purchases
➤ Ford defers government debt payment
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 Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 storage project
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 Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
➤ Elon Musk grants the New York Times another interview: https://www.nytimes.com/2020/07/25/style/elon-musk-maureen-dowd.html
➤ BMW sets new sustainability targets, announces EV plans, and begins converting Munich factory
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 Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 Model 3 test drive offering
➤ Update on the Science Channel’s statement that Tesla is producing 13 millions cells each day at Giga Nevada
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypod...
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 Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 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 Langlotzi
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Musk’s announcement that Tesla no longer plans to produce a standard range Model Y, as well as the recent Model Y price reduction
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 Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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/news/piper-sandler-raises-tsla-price-target-to-2322
➤ Tesla lowers Model Y price and cancels standard range version
#Tesla #TSLA
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 Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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-ideas/long-ideas/20/07/16588999/why-tesla-margin-requirement-changes-could-be-a-buying-opportunity)
➤ Rivian raises more capital
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 Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 Giga Shanghai and Tesla's Fremont factory
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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://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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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://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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 Nikola’s battery technology and alleged battery breakthrough
36:23 Nikola’s service strategy
40:57 Nikola’s short and medium term constraints
44:38 Nikola’s lawsuit against Tesla
53:40 The end of diesel and legacy automakers
56:38 Hydrogen and battery powered aviation
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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives and has no position in VTIQ or NKLA and no plans to initiate a position in the next 72 hours.
➤ 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
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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.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
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
➤ 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
➤ 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 Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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-frankly-on-coronavirus-spacex-and-rage-tweets)
➤ Fallout Shelter included in Tesla firmware update
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
➤ 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 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
➤ 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://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
➤ 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
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
➤ 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
➤ Uber lays off more employees, considers reducing important investments
➤ SpaceX denied funding after Elon Musk's battle with Alameda County
➤ Tesla to increase price of the Full Self-Driving Option on July 1st
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
➤ 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 Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
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
➤ 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 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
➤ 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 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
➤ 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
➤ Updated short selling data 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 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
➤ 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
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
➤ 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
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: Rob Maurer is long TSLA stock & derivatives
➤ 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: 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: Rob Maurer is long TSLA stock & derivatives
➤ 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: Rob Maurer is long TSLA stock & derivatives
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.be/z9k3ppSk0oA
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
0:00 - Introduction
1:10 - Alex's $939 TSLA price target
2:12 - Q1 earnings report reaction
7:28 - Tesla's positioning/pricing in China & new energy vehicle subsidies
13:04 - Institutional investor TSLA questions
17:35 - Risks in China
19:00 - Takeaways from Tesla's 10-Q filing, deferred revenue, regulatory credits
32:05 - Are suppliers at risk in this macro-environment?
35:35 - China's vehicle market recovery
39:57 - How much is the macro-environment weighing down TSLA stock?
42:20 - Reaction to Elon Musk's tweet about TSLA stock price being too high, from Alex and clients
43:31 - Thoughts on David Einhorn's questions about accounts receivable, and the TSLA short thesis
46:26 - Risks and downsides to Tesla's valuation
49:45 - Valuing Tesla Solar & Tesla Energy and Alex's personal experience with those business lines
55:35 - Valuing TSLA stock and missing upside
1:06:09 - Institutional investors evolving mindset and questions
1:10:05 - How can anyone compete with Tesla's lead? Why aren't analysts forecasting that lead to continue?
1:19:55 - Retail / institutional investor perspective variance
http://www.pipersandler.com/
Disclosures: Rob Maurer is long TSLA stock & derivatives
Disclosures for equity universe of: Alex Potter
1. I or a household member has a financial interest in the securities of the following companies: none
2. I or a household member is an officer, director, or advisory board member of the following companies: none
3. I have received compensation within the past 12 months from the following companies: none
4. Piper Sandler beneficially owns 1% or more of a class of the following companies: none
5. Piper Sandler has had a client relationship or has received compensation for investment banking services from the following companies within the past 12 months: LYFT
6. Piper Sandler expects to receive or intends to seek compensation for investment banking services from the following companies in the next 3 months: none
7. Piper Sandler was a managing underwriter of a public offering of, or a dealer manager of a tender offer for, the securities of the following companies within the past 12 months: none
8. Piper Sandler has had a client relationship and has received compensation for non-investment banking securities related products or services in the past 12 months for the following companies: none
9. Piper Sandler has had a client relationship and has received compensation for non-securities services in the past 12 months for the following companies: none
10. Piper Sandler is a registered market maker for the following companies: ALSN, APTV, F, GM, LYFT, MTOR, PCAR, WBC
11. Piper Sandler will buy and sell securities on a principal basis for the following companies: 1211 HK, 175 HK, 300750 CH, CMI, NIO, NIU, TSLA, UBER
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
➤ 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/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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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
➤ 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 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
➤ 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://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: Rob Maurer is long TSLA stock & derivatives
➤ 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 income, GAAP/Non-GAAP earnings per share, made-in-China Model 3 gross margin, Model Y gross margin, and full-year delivery estimates
➤ Stay tuned for part 2 after Tesla's earnings report conference call
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: Rob Maurer is long TSLA stock & derivatives
➤ 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/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: Rob Maurer is long TSLA stock & derivatives
➤ 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-year delivery estimates
➤ What is Wall St. looking for going forward?
Please share your estimates and expectations in the YouTube comments: https://youtu.be/BrTqowJDdKs
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: Rob Maurer is long TSLA stock & derivatives
➤ 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.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: Rob Maurer is long TSLA stock & derivatives
➤ 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.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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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
➤ 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 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
➤ 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
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
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 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
➤ 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
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
➤ 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
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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 producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ 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: 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: Rob Maurer is long TSLA stock & derivatives
➤ 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 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
➤ 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
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
- 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 Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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
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
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 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
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 Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
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://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: Rob Maurer is long TSLA stock & derivatives
➤ 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
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
➤ 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 automated stopping at lights and stop signs
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: Rob Maurer is long TSLA stock & derivatives
- 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
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
- 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
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
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: 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 Evan Schaeffer
- 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
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
- 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 producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
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
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
- 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 Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
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: 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 Evan Schaeffer
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 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
- 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 producer Andre Kent
Music by Evan Schaeffer
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 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
- 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 Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
- 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
Music by Evan Schaeffer
- 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 Evan Schaeffer
- 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 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
- 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 producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 Wednesday, February 19th, 2020.
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/tesladailypodcast
Ludicrous producer Vincent Smith
Executive producer Rish Singh
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
- 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 Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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
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 Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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
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
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 Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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
Patreon: https://www.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 Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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's first fire from the Porsche Taycan
➤ Bill Gates discusses Porsche Taycan
➤ Apple reduces Q1 guidance
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 Maurer is long TSLA stock & derivatives
- 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 Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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
Executive producer Bradford Ferguson
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 chance to win some Toom!
➤ Follow Rob on Instagram @tesladailypodcast
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 Maurer is long TSLA stock & derivatives
Disclosure: Matt Joyce is long TSLA stock
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-centre/reports/brand-finance-global-500-2020/
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 Maurer is long TSLA stock & derivatives
- 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 Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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: 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 Maurer is long TSLA stock & derivatives
- 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
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 Maurer is long TSLA stock & derivatives
- 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 Ferguson
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 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 Maurer is long TSLA stock & derivatives
- 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
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 Maurer is long TSLA stock & derivatives
- 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
Executive producer Bradford Ferguson
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 highlighting importance of sustainability in investing
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 Maurer is long TSLA stock & derivatives
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 Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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 stock up, and where TSLA goes from here.
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
- 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
- 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
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 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
- 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
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
- Tesla begins made-in-China Model 3 deliveries with special handover event at Gigafactory Shanghai
- Discussing Q4 delivery estimates with a new note from Cowen out today, as well as FactSet consensus estimates and likelihood of a beat or miss
- Tesla reportedly informs some customers they will be unable to take delivery before end-of-year
- Leaked Elon Musk email discusses TSLA stock price
- Panasonic executive comments on Gigafactory 1 production
- Car & Driver gives an unfortunate update on their long-term Model 3 test
Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share
Links:
Email: 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
- 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 Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 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
- 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
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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
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
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 producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 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
- 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
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 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
- 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
Disclosure: Rob Maurer is long TSLA stock & derivatives
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
1:02:01 - Tesla’s updside
1:03:30 - Demand
1:07:10 - Price target
1:09:55 - Tesla Energy
1:11:44 - Autonomy
1:17:05 - Talent
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
- 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
- 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 Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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
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
- 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 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
- 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 Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 Maurer is long TSLA stock & derivatives
- 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
- 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 Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 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
- 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 Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
- 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 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 long TSLA stock & derivatives
The post First Review Of Made-In-China Model 3, Tesla’s CRM Software, Model 3 Efficiency (11.07.19) appeared first on TechCast Daily.
– 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 by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Cybertruck Event Scheduled, Debt Outlook Upgrade, Gigafactory Shanghai Status, Plaid Battery Update (11.06.19) appeared first on TechCast Daily.
– 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 Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post CATL/Tesla, Walmart Drops Solar Lawsuit, Autopilot Survey Data (11.05.19) appeared first on TechCast Daily.
– 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 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
The post Price Changes, Top Gear, Firmware Update, German EV Incentives (11.04.19) appeared first on TechCast Daily.
– 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 Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Bloomberg Surveys Model 3 Owners, Fiat-Chrysler and Peugeot Merger, Treelon (10.30.19) appeared first on TechCast Daily.
– 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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Sales by Region, Acquisition Costs, Vehicle Updates (10.29.19) appeared first on TechCast Daily.
– 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
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Robyn Denholm & Ron Baron Speak at Investor Conference, GM & Others Back Federal Government on Emissions Standards (10.28.19) appeared first on TechCast Daily.
– 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 stock & derivatives
The post Solar Roof V3 (10.25.19) appeared first on TechCast Daily.
– 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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Analyst Reactions To Earnings, Updated Short Interest (10.24.19) appeared first on TechCast Daily.
– 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 TSLA stock & derivatives
The post Q3-2019 Earnings Report Review (10.23.19) appeared first on TechCast Daily.
– 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 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
The post GF3, Model 3 Awards, Franz Interview, FactSet Consensus, Starlink Update (10.22.19) appeared first on TechCast Daily.
– 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 Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Q3-19 Earnings Preview With Galileo Russell of HyperChange (10.21.19) appeared first on TechCast Daily.
– 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 Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Model 3 Updates, TSLA Record, GF3 Approval, Track Mode, UAW/GM Agreement Details (10.17.19) appeared first on TechCast Daily.
– 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 Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post GF3/Model Y/Plaid Updates, IIHS, EV Taxis, Volvo XC40, UAW/GM Reach Tentative Agreement (10.16.19) appeared first on TechCast Daily.
– 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 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
The post Model Y Production Rumors, Back to the Nürburging, Taycan 4S, Rivian Update (10.15.19) appeared first on TechCast Daily.
– 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 Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Cybertruck, Compensation Adjustments, DeepRain, China Updates, Model Y Spotting (10.14.19) appeared first on TechCast Daily.
– 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
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Interview: Consumer Reports Head of Connected & Automated Vehicles, Kelly Funkhouser (10.11.19) appeared first on TechCast Daily.
– 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 TSLA stock & derivatives
The post Dyson’s EV Plans, GM CEO Meets With UAW, New Panasonic VP (10.10.19) appeared first on TechCast Daily.
– 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 Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Consumer Reports on Smart Summon, CA Blackouts, Model Y/Pickup News, Earnings Scheduled, Short Interest (10.09.19) appeared first on TechCast Daily.
– 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
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Moody’s Upgrade, Tesla Energy Nantucket Project, PepsiCo/Tesla Semi, Panasonic Relationship (10.08.19) appeared first on TechCast Daily.
– 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 producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Hibar Systems Acquisition, Polestar 2, UAW Strike Continues (10.07.19) appeared first on TechCast Daily.
– 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 Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Firmware Update Reduced Select Model S/X Range, Now Under NHTSA Scrutiny (10.04.19) appeared first on TechCast Daily.
– 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 Maurer is long TSLA stock & derivatives
The post Analyst Reactions, New Line of Credit (10.03.19) appeared first on TechCast Daily.
– 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 Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Q3-19 Delivery & Production Report, Model Y Prototype (10.02.19) appeared first on TechCast Daily.
– 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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post DeepScale Acquisition, Last Look at Q3 Deliveries (10.01.19) appeared first on TechCast Daily.
– 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 stock & derivatives
The post Examining the Latest Rumors on Deliveries and Inventory (09.30.19) appeared first on TechCast Daily.
– 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
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Smart Summon, EU Registrations, China Notes, CARB, Fremont Police (09.27.19) appeared first on TechCast Daily.
– 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 producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post 100,000 Delivery Target, V10 Wide Release, GF Shanghai News (09.26.19) appeared first on TechCast Daily.
– 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 & derivatives
The post Q3-19 Consensus Estimates Ahead of Delivery & Production Report (09.25.19) appeared first on TechCast Daily.
– 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
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 TSLA, Solar City Lawsuit, More Emissions Scandal Fallout, Impeachment Inquiry (09.24.19) appeared first on TechCast Daily.
– 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 Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Battery Cells, Norway EV Survey, UAW Check-In (09.23.19) appeared first on TechCast Daily.
– 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
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post EPA Attempts to Limit California Emissions Control, States Sue Back (09.20.19) appeared first on TechCast Daily.
– 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 Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Amazon Outlines Huge Rivian Order, Daimler Comments on ICE Development, Tesla Wraps up at Nürburgring (09.19.19) appeared first on TechCast Daily.
– 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 Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post IIHS Top Safety Pick+, Model 3 in the Netherlands, Europe Check-In, Latest from GF3 & Nürburgring (09.18.19) appeared first on TechCast Daily.
– 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 first on TechCast Daily.
– 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: Rob Maurer is long TSLA stock & derivatives
The post V10 Release Notes, GM Workers Strike (09.16.19) appeared first on TechCast Daily.
– 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
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 Big Solar, Pricing/Discounts, Short Interest, Nürburgring, Mercedes CEO Comments (09.13.19) appeared first on TechCast Daily.
– 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 producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Plaid Model S/X Powertrain, Hardware 3.0 Retrofit, Props from Volvo (09.11.19) appeared first on TechCast Daily.
– 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 Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post General Assembly 5 & Model Y, Referral Program Update, Rivian Takes $350M Investment (09.10.19) appeared first on TechCast Daily.
– 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 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 VW ID.3 & Battery Factory Partnership, Nürburgring/Taycan Updates, Battery Longevity Research, Other News (09.09.19) appeared first on TechCast Daily.
– 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
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Nürburgring Reservations, Electromagnetic Wipers, Apple Self-Driving Testing (09.06.19) appeared first on TechCast Daily.
– 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 Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Comments on Tesla Insurance, Battery Cell Job Postings, UK Model 3 Deliveries, Model S to Nürburgring (09.05.19) appeared first on TechCast Daily.
– 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 stock & derivatives
The post Porsche Taycan Unveiling, InsideEVs August Estimates (09.04.19) appeared first on TechCast Daily.
– 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 is long TSLA stock & derivatives
The post UAW Nears Contract Expiration with GM, Ford, Fiat-Chrysler, + Minor Tesla Updates (09.03.19) appeared first on TechCast Daily.
– 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
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Powerwall Project in Zimbabwe, Model 3 Police Vehicle, Leather-Free (09.02.19) appeared first on TechCast Daily.
– 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 (08.30.19) appeared first on TechCast Daily.
– 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 Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Jack Ma/Elon Musk at WAIC, China & Europe Updates, KBB Brand Watch (08.29.19) appeared first on TechCast Daily.
– 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 China (08.28.19) appeared first on TechCast Daily.
– 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 is long TSLA stock & derivatives
The post Vanity Fair on Tesla/Solar City, GF Shanghai Update, Short Interest (08.26.19) appeared first on TechCast Daily.
– 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 first on TechCast Daily.
– 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/Tesla Solar Dispute, Moody’s Upgrade, Rumors of VW Interest in TSLA (08.22.19) appeared first on TechCast Daily.
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.
– 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 TSLA stock & derivatives
The post EV Consumer/Dealer Survey, Waymo Production Strategy, India and Batteries, Thoughts on Solar (08.19.19) appeared first on TechCast Daily.
– 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.
– 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) appeared first on TechCast Daily.
– 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, GM President Comments on Hybrids (08.13.19) appeared first on TechCast Daily.
– 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.
– 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) appeared first on TechCast Daily.
– 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) appeared first on TechCast Daily.
– 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.
– 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.
– 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.
– 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.
– 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.
– 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.
– 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.
– 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 Updates, BMW Selects New CEO (07.20.19) appeared first on TechCast Daily.
– 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 Stanley’s China Forecasts, Upcoming FSD Price Increases, Pearl White, Disney/Tesla (07.17.19) appeared first on TechCast Daily.
– 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 Daily.
– 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) appeared first on TechCast Daily.
– 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 Production Increase, Short Interest, Earnings Date (07.11.19) appeared first on TechCast Daily.
– 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 Competition
- 26:47 Maxwell & Tesla’s Battery Cell Scaling Solution
- 31:58 Elon’s Electric VTOL jet
- 32:55 The Cheaper the Battery Tech, The More Industries Tesla Will Disrupt
- 36:56 Will Tesla launch a commercial electric plane?/Master Plan Part Trois
- 38:59 Tesla Insurance
- 43:44 Valuation of Cruise Automation Vs Tesla
- 45:02 Media, FUD & TSLAQ
- 51:30 Gigafactory 3 Shanghai/Tesla’s China Opportunity
- 59:54 Closing Comments, Big Picture Summary
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, Galileo Russell and Matt Joyce are long TSLA stock & derivatives
The post Investor Roundtable with Galileo Russell, Rob Maurer, and Matt Joyce (07.10.19) appeared first on TechCast Daily.
– 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 post Fremont Reportedly Increasing Production, Musk Addresses Refresh Rumors, Autopilot Team (07.09.19) appeared first on TechCast Daily.
– 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.
– 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.
– 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.
– 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 on TechCast Daily.
– 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 first on TechCast Daily.
– 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 first on TechCast Daily.
– 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 (06.24.19) appeared first on TechCast Daily.
– 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 Deliveries, Falcon Heavy (06.22.19) appeared first on TechCast Daily.
– 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 TechCast Daily.
– 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 TechCast Daily.
– 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) appeared first on TechCast Daily.
– 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 & derivatives
The post Elon’s (off?) Twitter, Baird Update, RWD LR Model 3, Pope Francis (06.17.19) appeared first on TechCast Daily.
– 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.
– 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 Regulation in Florida (06.13.19) appeared first on TechCast Daily.
– 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.
– 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 TechCast Daily.
– 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 Pushing Ride-Sharing Towards EVs (06.06.19) appeared first on TechCast Daily.
– 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 producer Jeremy Cooke
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Shareholder Meeting Questions, Sentiment, Early Access Program (06.05.19) appeared first on TechCast Daily.
– 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.
– 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) appeared first on TechCast Daily.
– 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, Pricing Display (06.01.19) appeared first on TechCast Daily.
– 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.
– 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 Deliveries, CEO Compensation (05.29.19) appeared first on TechCast Daily.
– 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) appeared first on TechCast Daily.
– 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 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 Elasticity/Advertising (05.23.19) appeared first on TechCast Daily.
– 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 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 TechCast Daily.
– 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 Daily.
– 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 first on TechCast Daily.
– 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 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.
– 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.
– 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, Software Update (05.07.19) appeared first on TechCast Daily.
– 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.
– 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.
– 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 first on TechCast Daily.
– 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.
– 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/Panasonic Investment in GF1 (04.12.19) appeared first on TechCast Daily.
– 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 Emission Credits, New Bill Proposes Changes to US EV Tax Credit (04.10.19) appeared first on TechCast Daily.
– 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 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.
– 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) appeared first on TechCast Daily.
– 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 first on TechCast Daily.
– 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 Norway (04.01.19) appeared first on TechCast Daily.
– 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 Daily.
– 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.
– 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 Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post Autopilot Firmware Contains Stoplight & Stop Sign Features, Musk Clarifies Store Moves to Employees, SR Deliveries Delayed (03.27.19) appeared first on TechCast Daily.
– 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 (03.25.19) appeared first on TechCast Daily.
– 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.
– 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 long TSLA stock & derivatives
The post EOQ Delivery Push, Referral Program Returns, Enhanced Summon, Sur-Reply Granted (03.22.19) appeared first on TechCast Daily.
– 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 (03.21.19) appeared first on TechCast Daily.
– 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 producer Rish Singh
Executive producer Jeremy Cooke
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post SEC Replies to Musk in Contempt Case (03.19.19) appeared first on TechCast Daily.
– 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) appeared first on TechCast Daily.
– 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.
– 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 first on TechCast Daily.
– 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
The post Model Y Unveiling Invitations, Store Closing Process, Tesla Reputation (03.09.19) appeared first on TechCast Daily.
– 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 Estimates, $520M China Loan (03.07.19) appeared first on TechCast Daily.
– 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 Supercharger V3, Shanghai Vehicle Assembly, Standard Model 3 Production (03.06.19) appeared first on TechCast Daily.
– 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 Labels Cause Quickly Resolved Delays in China, Last Week’s Model 3 Fatal Accident, Tesla Search Trends (03.05.19) appeared first on TechCast Daily.
– 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) appeared first on TechCast Daily.
– 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 is long TSLA stock & derivatives
The post Further Discussion on Standard Model 3, Filling in the Blanks, Bond Repayment (03.01.19) appeared first on TechCast Daily.
– 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 stock & derivatives
The post $35,000 Tesla Model 3 (02.28.19) appeared first on TechCast Daily.
– 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 Director of Auto Testing, Jake Fisher (02.27.19) appeared first on TechCast Daily.
– 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 Contempt of Settlement Agreement (02.25.19) appeared first on TechCast Daily.
– 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 & derivatives
The post Analyzing & Understanding Consumer Reports’ Tesla Model 3 Recommendation Change (02.23.19) appeared first on TechCast Daily.
– 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) appeared first on TechCast Daily.
– 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 Maurer is long TSLA stock & derivatives
The post Elon Clarifies Production Tweet, New General Counsel, Model 3 Leasing (02.20.19) appeared first on TechCast Daily.
– 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 Invest Interviews Elon, 2019 Production (02.19.19) appeared first on TechCast Daily.
– 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 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 (02.14.19) appeared first on TechCast Daily.
– 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) appeared first on TechCast Daily.
– 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 stock & derivatives
The post Autopilot Safety, GM Rumors (02.12.19) appeared first on TechCast Daily.
– 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/Porsche EV Development (02.11.19) appeared first on TechCast Daily.
– 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 Profitability, Autopilot Standard for Model 3 in China (02.09.19) appeared first on TechCast Daily.
– 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 Mode & Dog Mode (02.07.19) appeared first on TechCast Daily.
– 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 > 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 3 $1,100 Price Cut, Maxwell Technologies Acquisition, First European Model 3 Deliveries (02.06.19) appeared first on TechCast Daily.
– 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 stock & derivatives
The post Interview: Tesla Side Hustle, Sharing EVs (02.04.19) appeared first on TechCast Daily.
– 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 producer Jeremy Cooke
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
The post InsideEVs January Estimates, Consumer Reports Owner Satisfaction Survey, Long Range Single Motor Model 3, Moody’s (02.01.19) appeared first on TechCast Daily.
– 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.
– 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’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 & derivatives
The post Saudi Arabia Reportedly Hedges TSLA Position, Porsche/Electrify America Partner (01.28.19) appeared first on TechCast Daily.
– 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 Daily.
– 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.
– 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.
– 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
The post Advanced Summon/Nav on AP Updates, Sentry Mode, Supercharging Pricing… Again (01.22.19) appeared first on TechCast Daily.
– 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 Earnings Date, Supercharger Network Pricing, Homologation, Porsche Taycan, Toyota/Panasonic (01.21.19) appeared first on TechCast Daily.
– 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) appeared first on TechCast Daily.
– 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.
– 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 F-Series (01.16.19) appeared first on TechCast Daily.
– 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 Daily.
– 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 of the Year” (01.14.19) appeared first on TechCast Daily.
– I finally sell some stuff
– Model 3s spotted at San Fransisco port
– GM positions Cadillac brand for electric vehicles
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 Deleveraging, Model 3s at US Port, GM Positions Cadillac for EVs (01.11.19) appeared first on TechCast Daily.
– TSLA short interest update from 12/31/18
– Update on Smart Summon progress
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 TSLA Short Interest, Smart Summon Update (01.10.19) appeared first on TechCast Daily.
– Tesla will soon discontinue the 75 kWh battery pack option for both 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
The post 75 kWh Model S/X to be Discontinued (01.09.18) appeared first on TechCast Daily.
– Elon Musk visits Shanghai for Gigafactory 3 groundbreaking ceremony
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 and derivatives
The post Groundbreaking Ceremony for GF3 in China (01.07.18) appeared first on TechCast Daily.
– Sandy Munro of Munro & Associates discusses Tesla (Link)
– Update on Model 3 wheels from the original unveiling
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 and derivatives
The post Sandy Munro Shares Current Thoughts on Tesla, Model 3 Unveil Wheels (01.03.19) appeared first on TechCast Daily.
– Tesla announces Q4 2018 delivery and production numbers
– Tesla reduces US prices by $2,000 on all models
– Analysis of today’s news as well as market reaction
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 and derivatives
The post Q4 Delivery & Production Numbers, $2,000 US Price Decreases (01.02.19) appeared first on TechCast Daily.
– Larry Ellison and Kathleen Wilson Thompson have joined Tesla’s board of directors
– Catching up on some other notes from earlier in the week
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 and derivatives
The post Oracle’s Larry Ellison and Walgreen’s Kathleen Wilson-Thompson Join Tesla’s Board (12.28.18) appeared first on TechCast Daily.
– Tesla continues offering 2018 delivery on new orders
– Musk says Tesla will cover tax credit difference if Tesla is unable to deliver prior to the end of the year
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 and derivatives
The post Tax Credit Difference Covered if Tesla is Unable to Deliver (12.23.18) appeared first on TechCast Daily.
– Discussion on the rapidly following TSLA share price
– Demand concerns arise as Tesla releases inventory and continues offering 2018 deliveries
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 and derivatives
The post TSLA’s Rapid Decline & Demand Concerns (12.20.18) appeared first on TechCast Daily.
– Morgan Stanley and Goldman Sachs publish updated analyst notes on TSLA
– Elon Musk ranked highly in CEO survey result
– Initial reaction to The Boring Company event
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 and derivatives
The post Morgan Stanley/Goldman Sachs Analyst Notes, CEO Survey Result, Boring Company Event (12.18.18) appeared first on TechCast Daily.
– Tesla begins construction process for GF3 in China (Link)
– Senior Designer Andrew Kim leaves for Apple
– Tesla tries to limit maximum time at superchargers
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 and derivatives
The post GF3 Construction, Senior Designer Leaves, Time Limit on Supercharging (12.17.18) appeared first on TechCast Daily.
– China to temporarily lower tariffs on US autos
– TSLA short interest update
– Deutsche Bank initiates coverage on TSLA stock
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 China Temporarily Lowers Tariffs, TSLA Short Interest Update, Deutsche Bank Initiates Coverage (12.14.18) appeared first on TechCast Daily.
– Brief rambling on TSLA’s share price
– Elon Musk’s 60 minutes interview
– Baird price target upgrade
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 Musk’s 60 Minutes Interview, TSLA Share Price Discussion, Baird Upgrade (12.13.18) appeared first on TechCast Daily.
– Tesla hires new general counsel
– Wolfe Research and Jefferies increase TSLA price targets
– Model 3 inventory
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 New General Counsel, Price Target Increases, Model 3 Inventory (12.07.18) appeared first on TechCast Daily.
– Shanghai government makes statement on Tesla’s Gigafactory 3
– California Building Standards Commission signs off on solar regulation
– Tesla’s importance to Slacker’s business
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 Gigafactory 3 Construction Beginning Soon, Solar Power in California, Tesla/Slacker (12.06.18) appeared first on TechCast Daily.
– Tesla invites Model 3 reservation holders to configure for the first time
– Faraday Future furloughs more employees
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post European Model 3 Configurations Begin, Faraday Future Furlough (12.05.18) appeared first on TechCast Daily.
– TSLA finishes in the green despite a challenging macro-environment
– CFRA increases TSLA price target
– InsideEVs releases their November delivery estimates
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post TSLA Defies Weak Macro-Environment, Price Target Increase, InsideEVs November Estimates (12.04.18) appeared first on TechCast Daily.
– Trump tweets about China’s automotive tariffs
– Economic adviser Larry Kudlow discusses the federal EV tax credit
– Business Insider reports on Model Y production plans and other details (Link)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Model Y Outdated Production Plan Leaked, Tariff & Tax Credit News (12.03.18) appeared first on TechCast Daily.
– A leaked Elon Musk internal email reveals some details on Model 3 production rate and production costs
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Update on Model 3 Production and Costs from Elon Musk (11.30.18) appeared first on TechCast Daily.
– Elon tweets that an improved rain sensing update will be coming soon amongst other software updates
– ChargePoint gets a big investment
– New leadership at GM’s Cruise
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Improved Rain Sensing Coming Soon & Other Updates (11.29.18) appeared first on TechCast Daily.
– Markets react to comments by Federal Reserve chairman Jerome Powell
– In response to a question on Twitter, I discuss the recent short interest numbers in more detail
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Further Discussion on TSLA Short Interest, Fed Chairman Comments (11.28.18) appeared first on TechCast Daily.
– TSLA short interest for 11/15 has been published
– Reuters reports on huge decline in Tesla sales for October in China, Tesla responds
– SEC chairman comments on Musk’s “Shortseller Enrichment Committee” tweet
– Rivian unveils R1S all-electric SUV
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Reported Sales Decline in China Called Wildly Inaccurate by Tesla, SEC Chairman Comments (Inconsequentially) on Musk, TSLA Short Interest Update (11.28.18) appeared first on TechCast Daily.
– Elon Musk discusses the challenge of the Model 3 production ramp with HBO (Link)
– GM to close factories, stop production of sedans
– Nissan delays the unveiling of longer range Leaf
– Rivian unveils all-electric pickup truck
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Musk Says Tesla Came Within Weeks of Dying, GM Plans to Shutter Factories, Nissan Leaf Unveiling Delay, Rivian All-Electric Pickup (11.16.18) appeared first on TechCast Daily.
– Tesla has adjusted the listed pricing for Model S and X to reflect tax and fuel savings
– UBS releases report on battery costs
– Elon Musk interview to be featured on HBO’s Axios on Sunday, 11/25 at 6:30 PM EST/PST
– Happy Thanksgiving!
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Model S/X Priced to Reflect Savings, UBS Report on Battery Cost, Upcoming Musk Interview on HBO (11.21.18) appeared first on TechCast Daily.
– VW, Diamler, and BMW CEO’s called out in Germany
– Renault Nissan Chairman & CEO Ghosn arrested
– Elon discusses future projects including an electric work van, the Tesla pickup, and Supercharger V3
– Details on Tesla’s forums security issue, which has been resolved (Link)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Elon Tweets About Future Projects/Priorities, Tesla Forums Security Issue, Automaker CEOs Make Headlines (11.19.18) appeared first on TechCast Daily.
– Tesla has opened orders to at least some reservation holders in China, disclosing pricing and options
– Model 3 software update adds a couple new features
– VW’s CEO comments on the company’s EV plans
– TSLA closing price is the highest in the last 3 months
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Model 3 Orders Begin in China, Software Update, VW CEO Comments on EV Plans, TSLA Closes at 3-Month High (11.16.18) appeared first on TechCast Daily.
– Electrek reports that Tesla is targeting a Model 3 production rate of 1,000 vehicles per day by the end of November
– All orders prior to November 30th should be able to take delivery by the end of the year, according to Musk
– Elon tweets on logistics and full self-driving
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 1,000 Model 3 Daily Production Rate Target, 2018 Delivery Order Deadline, Elon Tweets About Logistics (11.15.18) appeared first on TechCast Daily.
– Model 3 will ship with a new charging port, necessitating some Supercharger network changes
– Tesla adds a new Enhanced Anti-Theft product
– Previously removed options for Model S/X still available through custom orders
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post New Charge Port for European Model 3, Other Product Updates (11.14.18) appeared first on TechCast Daily.
– Tesla is bringing the Model 3 to Europe for “Meet Model 3” events (Link)
– A new coalition to reform the EV tax credit has been formed and is being supported by Tesla, amongst others (Link)
– CNBC tours Tesla’s Gigafactory 1 and interviews Jerome Guillen (Link)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Jerome Discusses GF1 Production, Europe Meet Model 3 Events, EV Tax Credit Coalition (11.13.18) appeared first on TechCast Daily.
– TSLA short interest declines by 4.1 million shares, and what that may mean for shareholders
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post TSLA Short Interest Falls by 4.1 Million Shares & Why it Matters (11.12.18) appeared first on TechCast Daily.
– Stepping a way from the news for a bit, I share some thoughts on my outlook for TSLA stock over the next few weeks to months
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Thoughts on TSLA in the Short to Medium Term (11.09.18) appeared first on TechCast Daily.
– Tesla appoints new Chair of the board of directors
– Track Mode released for the Performance Model 3 (Motor Trend article)
– Model 3 key fob is now available
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post New Chair of the Board, Track Mode, Model 3 Fob (11.08.18) appeared first on TechCast Daily.
– Current S/X owners in China may have been given Model 3 delivery estimates by Tesla (Link)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Model 3 China Delivery Timeline Rumors (11.05.18) appeared first on TechCast Daily.
– Highlights from Recode’s interview of Elon Musk, as well as Tesla’s third quarter 10-Q filing
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Highlights From Recode’s Musk Interview, Tesla’s 10-Q Filing (11.02.18) appeared first on TechCast Daily.
– Elon Musk joins Kara Swisher on the Recode podcast which will be published tomorrow, and Kara shares some details about what was discussed (Link)
– Elon tweets about upcoming updates to the Summon feature of Autopilot
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Summon Updates, Elon’s Upcoming Recode Podcast (11.01.18) appeared first on TechCast Daily.
– On their quarterly earnings call, Panasonic’s CEO comments on their production targets and relationship with Tesla
– Adam Jonas asks GM’s CEO about EV production volume
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Panasonic Discusses Tesla Partnership, GM Asked About EV Volume Plans (10.31.18) appeared first on TechCast Daily.
– Elon Musk buys more TSLA shares on the open market
– Daimler and Volkswagen CEO’s make comments referencing Tesla
– Faraday Future co-founder resigns
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Musk Buys More TSLA, Daimler/VW Comment on Tesla, Faraday Future (10.30.1 appeared first on TechCast Daily.
– Jimmy_d joins the podcast to expand on his post from the Tesla Motors Club forum about neural networks and what he is seeing in the most recent Autopilot software update
Timestamps:
1:19 – Jimmy_d’s background
3:39 – Background on neural networks
11:04 – Autopilot structure and outputs
16:54 – Inception V1 network
20:29 – Network training & weighting
23:59 – Autonomous driving development paths
26:09 – Lidar & the DARPA challenge
38:49 – Fleet learning
43:34 – Operating the vehicle
50:49 – New network in V9
1:06:54 – Processing power
Seeing The World in Autopilot Video: (Link)
Other Interviews:
– MIT Research Scientist Lex Fridman on Autonomous Driving
– Elon Musk vs. Short Sellers with Pro Trader Jesselivenomore
– Investing in Tesla with DaveT
– Tesla Semi Insights with Trucking Industry Insider
– Tesla Semi Reservation Holders Breytner Transport & SPI Logistics
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Interview: Neural Networks & Autopilot V9 With Jimmy_d (10.29.18) appeared first on TechCast Daily.
– Discussion on the Q3 earnings report conference call
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Q3 Conference Call Takeaways (10.25.18) appeared first on TechCast Daily.
– Tesla reports excellent Q3 earnings, beating expectations
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Q3 Earnings Report Review (10.24.18) appeared first on TechCast Daily.
– Tesla surprisingly schedules its Q3 earnings report on short notice for Wednesday, 10/24
– Vocal TSLA shortseller Andrew Left’s Citron Research changes its stance on TSLA and takes a long position on the stock ahead of earnings (Link to report)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Q3 Earnings Report Scheduled Surprisingly Early, Citron Research Flips & Becomes Long TSLA (10.23.18) appeared first on TechCast Daily.
– Discussion on Tesla’s quarter to date production numbers
– Tesla updates referral program to include all vehicles
– Elon tweets that navigate on autopilot will begin rolling out to United States
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Production Update, Referral Program Update, Navigate on Autopilot (10.22.18) appeared first on TechCast Daily.
– Continuing discussion on the possible reasons for the introduction of the mid-range Model 3
– Tesla removes full self driving option from Model S/X design studios following a similar removal from Model 3 yesterday
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Discussion on Model 3 Mid-Range Strategy, FSD Removal (10.19.18) appeared first on TechCast Daily.
– Tesla unexpectedly releases a mid-range Model 3 with 260 miles of range
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Mid-Range Model 3 Released (10.18.18) appeared first on TechCast Daily.
– Tesla acquires land in China for Gigafactory 3
– Elon Musk intends to buy $20M of TSLA stock
– Tesla VP of manufacturing, Gilbert Passin has left the company
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Land Acquired in China for GF3, Musk Intends to Buy More TSLA, Tesla VP Leaves Company (10.17.18) appeared first on TechCast Daily.
– US District Judge Alison Nathan has approved the settlement between Elon Musk, Tesla and the SEC
– Republican Senator Dean Heller of Nevada proposes new federal EV tax credit bill
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Judge Approves SEC Settlement, Republican Senator Introduces EV Tax Credit Bill (10.16.18) appeared first on TechCast Daily.
– Tesla shows picture of Model 3 drive unit after 1 million test miles, says Model 3 drive system is designed and validated for 1M+ miles
– Discussion on the advantages of longer lifespan EVs
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 1 Million Mile Drivetrain (10.15.18) appeared first on TechCast Daily.
– Electrek continues to report on Tesla production numbers
– Tesla increases the price of Powerwall
– Tesla adds order deadlines for US federal tax credit
– Teslaquila
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Q4 Production Numbers, Powerwall Price Increase, Order Deadlines, Teslaquila (10.12.18) appeared first on TechCast Daily.
– T Rowe Price increases their stake in Tesla by 5.5M shares
– Tesla and Elon Musk file joint letter with the SEC in favor of settlement approval (Link)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post T Rowe Price Increase Stake in TSLA, Musk/Tesla/SEC Submit Letter for Settlement Approval (10.11.18) appeared first on TechCast Daily.
– Former SEC chair comments on Elon’s tweet
– Version 9.0 software starts to release
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Former SEC Chair Comments on Musk’s Tweet, Software 9.0 Rollout (10.05.18) appeared first on TechCast Daily.
– After market close on Thursday, 10/4/18, Elon tweeted “Just want to that the Shortseller Enrichment Commission is doing incredible work. And the name change is so on point!”
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Elon Musk Tweets About the SEC (10.04.18) appeared first on TechCast Daily.
– Tesla Daily is now on Spotify
– BMW’s CEO of North America comments on Tesla’s impact
– Mazda outlines their electric vehicle plans
– Honda invests in GM’s Cruise
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post BMW CEO Comments on Tesla, Mazda’s EV Plans, Honda Invests in Cruise, Spotify (10.03.18) appeared first on TechCast Daily.
– Tesla reports Q3 delivery and production numbers
– Discussion on TSLA and its current P/S ratio
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Q3 Delivery & Production Numbers, Discussion on P/S Ratio (10.02.18) appeared first on TechCast Daily.
– Elon Musk and Tesla both agree to settle SEC lawsuits
– Electrek reports on final Q3 production numbers, again citing source familiar with Tesla production
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Elon Musk & Tesla Settle With SEC, Electrek Reports on Q3 Production (10.01.18) appeared first on TechCast Daily.
– Tesla’s board of directors issues a statement regarding Elon Musk
– The Wall St. Journal reports on a declined settlement
– Link to Todd Burch post
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Board of Directors Statement on Musk, Further Discussion of SEC Lawsuit (09.28.18) appeared first on TechCast Daily.
– The United States Securities & Exchange Commission has filed a civil lawsuit against Elon Musk (Link)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post SEC Files Civil Lawsuit Against Elon Musk (09.27.18) appeared first on TechCast Daily.
– Tesla starts rolling out 9.0 software to beta testers (Link)
– Information on Tesla’s dashcam functionality works (Link)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Version 9.0 Software (09.26.18) appeared first on TechCast Daily.
– Tesla owners volunteer to assist with Tesla’s delivery and logistics hell (Link)
– Tesla registers 7 new VINs which appear to be for European Model 3s
– Tesla adds new space at Tilburg factory
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Owners Volunteer, European Model 3 VINs & Factory Expansion (09.24.18) appeared first on TechCast Daily.
– Tesla VP of Global Supply Chain, Liam O’Conner has resigned
– FCC releases images of a Model 3 key fob
– InsideEVs teases high Model 3 numbers
– Discussion of orders vs. sales
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Model 3 Key Fob, Supply Chain VP Resigns (09.20.18) appeared first on TechCast Daily.
– NHTSA publishes Model 3 crash test ratings
– Model X hit by airplane
– TechMeme Ride Home podcast
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post NHTSA Publishes Model 3 Crash Test Ratings (09.20.18) appeared first on TechCast Daily.
– An examination of claims made by former General Motors vice chairman, Bob Lutz
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Bob Lutz (09.19.18) appeared first on TechCast Daily.
– Bloomberg cites anonymous sources in report claiming DOJ criminal investigation of Tesla, Tesla responds
– New York Times cites anonymous sources claiming SEC has issued subpoenas to Goldman Sachs and Silver Lake in connection to Tesla investigation
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Bloomberg Reports on Department of Justice Inquiry of Tesla (09.18.18) appeared first on TechCast Daily.
– Elon shares new product and process information in a series of tweets
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Multitude of Tesla Product and Process Updates (09.17.18) appeared first on TechCast Daily.
– Electrek shares another update on Tesla’s production numbers (Link)
– Baillee Gifford fund manager James Anderson shares his thoughts on the recent actions of Elon Musk and TSLA stock
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post New Production Numbers, Institutional Investor Comments on Musk/TSLA (09.14.18) appeared first on TechCast Daily.
– Discussion on possible Q3 production and delivery numbers for Model 3 and Model S/X
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Analyzing Q3 Production and Deliveries (09.13.18) appeared first on TechCast Daily.
– Critical comments from TSLA bulls Loup Ventures and Nomura Instinet
– SpaceX President comments on Elon Musk
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Critical Statements from Tesla Bulls, Gwynne Shotwell Supports Musk (09.12.18) appeared first on TechCast Daily.
– Tesla commits registered capital of $681M to Gigafactory 3 in Shanghai
– Baird reiterates price target
– Tesla adjusts some options for Model 3, S, X
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Registered Capital in China, Vehicle Option Updates (09.11.18) appeared first on TechCast Daily.
– Tesla’s new Chief Accounting Officer resigns
– More executive shakeups
– Discussion of Joe Rogan’s interview of Elon Musk
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Chief Accounting Officer Resigns, Executive Shakeups, Impressions of the Joe Rogan Interview (09.10.18) appeared first on TechCast Daily.
– As expected, Elon Musk’s interview with Joe Rogan has generated headline news
– Discussing some news on Tesla’s upcoming version 9 software
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Headlines from Joe Rogan Interview, Software Version 9 Expectations (09.07.18) appeared first on TechCast Daily.
– InsideEVs August delivery estimates have been published
– Musk’s email to Buzzfeed
– Joe Rogan to host Elon on his podcast
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post August Estimates, Musk’s Recent Email, Upcoming Joe Rogan Podcast (09.06.18) appeared first on TechCast Daily.
– Warren Buffett responds to a question regarding whether or not Apple should be interested in acquiring Tesla (Link)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Buffett’s Response on Apple/Tesla (08.31.18) appeared first on TechCast Daily.
– Tesla had networking and connectivity issues yesterday making it difficult for some owners to access their vehicles
– GM struggles with battery supplier quality
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Network Issues for Tesla Yesterday, GM Battery Supply (08.30.18) appeared first on TechCast Daily.
– Elon Musk tweets again about Vern Unsworth, as well as the NYT interview article
– Toyota invests in Uber
– Tesla wins two court cases
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Elon Musk Continues Tweeting, Tesla Successful in Court Cases (08.29.18) appeared first on TechCast Daily.
– Analysis of total Q3 production numbers for 3/S/X based on Electrek’s recent report of quarter-to-date production (Link)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Q3 Production Report & Analysis (08.28.18) appeared first on TechCast Daily.
– Elon Musk and Tesla drop pursuit of a private buyout of Tesla
– Wall St. Journal reports on investments that had been proposed (Link)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Staying Public (08.27.18) appeared first on TechCast Daily.
– Minor fire at Tesla’s Fremont factory
– Morgan Stanley reportedly advising Musk
– UBS profitability report on Model 3
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Minor Fremont Fire, Morgan Stanley Update, UBS Profitability Report (08.24.18) appeared first on TechCast Daily.
– I share some of my recent thoughts on the likelihood of an SEC penalty of Elon Musk or Tesla
– Bloomberg article mentioned in the podcast (Link)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Thoughts on the Likelihood of an SEC Penalty for Musk/Tesla (08.23.18) appeared first on TechCast Daily.
– Tesla puts Model 3 on display in Australia for the first time
– Quick Model 3 VIN update
– Morgan Stanley drops coverage of TSLA
– Sandy Munro being sued
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Model 3 in Australia, VIN Update, Morgan Stanley TSLA Coverage, Sandy Munro (08.22.18) appeared first on TechCast Daily.
– Today marks the 1 year anniversary of Tesla Daily, I reflect back on the podcast and my personal journey
– JP Morgan downgrades TSLA
– Ryan McCaffrey interviews Jason Calacanis on Ride the Lightning episode 159, begins at 41:00 minute mark
– MKBHD interviews Elon Musk and takes brief factory tour
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post More Tesla Interviews, Volatility, and Tesla Daily’s 1 Year Anniversary (08.20.18) appeared first on TechCast Daily.
– Tesla stock falls 9% after New York’s Times article on interview with Elon Musk
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Elon Musk’s New York Times Interview (08.17.18) appeared first on TechCast Daily.
– Discussing my current feelings on whether or not I want Tesla to become a private company
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Do I Want Tesla to Go Private? (08.16.18) appeared first on TechCast Daily.
– The SEC reportedly issues subpoena to Tesla
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post SEC Reportedly Issues Subpoena to Tesla (08.15.18) appeared first on TechCast Daily.
– Tesla issues a form 8-K to announce the formation of a special committee to evaluate a potential buyout offer
– Elon Musk discloses financial and legal advisors assisting with a potential buyout offer
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Evaluating the Advisors of a Potential Private Offer (08.14.18) appeared first on TechCast Daily.
– Elon Musk shares more details on the offer to take Tesla private
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Elon Musk Shares More Detail on Private Offer (08.13.18) appeared first on TechCast Daily.
– Continuing discussion on TSLA potentially going private, including some thoughts on timing
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Continuing Discussion of Tesla Privatization, Thoughts on Timing (08.10.18) appeared first on TechCast Daily.
– TSLA currently trading at $367/share, a 14.5% discount to the $420/share proposed buyout
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Quick Thoughts on TSLA Share Price (08.09.18) appeared first on TechCast Daily.
– I join Galileo Russell of HyperChange TV to discuss Tesla’s attempt to take itself private and the ramifications for shareholders and option holders
– Link to YouTube version: Link
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Privatization of Tesla – with Galileo Russell of HyperChange (08.08.18) appeared first on TechCast Daily.
– I am traveling for work and will be back on Thursday, August 9th. Plus two quick pieces of news from Twitter over the weekend.
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Podcast Returns Thursday, 8/9 and Two Quick Twitter Updates appeared first on TechCast Daily.
– Part 2 of 2 of discussion on Tesla’s Q2 earnings report and the key takeaways
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Top 5 Takeaways from Tesla’s Q2 Earnings Report – Part 2 (08.03.18) appeared first on TechCast Daily.
– Part 1 of 2 of discussion on Tesla’s Q2 earnings report and the key takeaways
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Top 5 Takeaways From Tesla’s Q2 Earnings Report – Part 1 (08.02.18) appeared first on TechCast Daily.
– Tesla updates referral program
– Bloomberg report on China Gigafactory capital plans (Link)
– Likefolio shares purchase intent sentiment data (Link)
– Quick thoughts heading into the Q2 earnings report
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Quick Thoughts Heading into Q2 Earnings, Referral Program/China GF Updates, Purchase Intent Trends (08.01.18) appeared first on TechCast Daily.
– You can support Galileo Russel for the Q2 earnings call by emailing Tesla investor relations at IR@tesla.com & Martin Viecha, mviecha@tesla.com (Link to template and YouTube video)
– Electrek reports on Model S/X refreshes
– Panasonic adding cell production capacity to the Gigafactory
– Tesla hires a new CAO
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Hyperchange, Model S/X Refreshes, Panasonic Adding Capacity to GF, New Tesla CAO (07.31.18) appeared first on TechCast Daily.
– Porsche executives comment on Taycan (formerly Mission E) production plans
– Jaguar I-PACE delayed for some reservation holders
– Tesla tests a new delivery concept in Fremont
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Porsche Taycan/Jaguar I-PACE Updates, New Tesla Delivery Concept (07.30.18) appeared first on TechCast Daily.
– Performance Model 3 deliveries begin and non-performance AWD deliveries scheduled
– Examining some Tesla trends
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Tesla’s Trends, Performance/AWD Deliveries (07.28.18) appeared first on TechCast Daily.
– More analyst notes on TSLA
– GM, Ford, and Fiat Chrysler report earnings
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Analyst Notes, GM/F/FCA Earnings Reports (07.26.18) appeared first on TechCast Daily.
– Adam Jonas reiterates TSLA rating in new investor note
– Motor Trend and Automobile magazine offer first impressions of the Performance Model 3
– South Australia government update on Tesla Energy project
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post More Performance Model 3 Impressions, Updated Adam Jonas Note, South Australia TE Update (07.25.18) appeared first on TechCast Daily.
– Tesla addresses supplier negotiations
– Baird reiterates outperform rating
– More Twitter drama
– White interior and firmware update
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Supplier Negotiations Addressed by Tesla, Baird Reiterates Rating, Feature Updates (07.24.18) appeared first on TechCast Daily.
– The Wall Street Journal reports on Tesla supplier negotiations
– Auto journalist deletes Twitter account after publishing Performance Model 3 review
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post WSJ Reports on Tesla Supplier Negotiations, Dan Neil’s Twitter Account (07.23.18) appeared first on TechCast Daily.
– The Wall Street Journal publishes the first review of a Performance Model 3
– Tesla begins VIN assignments for Performance Model 3s
– Tesla denies Model 3 cancellation rate claims
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Performance Model 3 VINs/Reviews (07.20.18) appeared first on TechCast Daily.
– Needham & Co downgrades TSLA from hold to sell
– Lexus CEO commets on fully electric vehicles
– MKBHD in process of reviewing Performance Model 3
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Analyst Downgrade, Lexus CEO on Fully Electric Vehicles, MKBHD/Performance Model 3 (07.19.18) appeared first on TechCast Daily.
– Elon apologizes to Vern Unsworth on Twitter
– More specifics from Munro Model 3 teardown
– USA Today interviews JB Straubel (Link)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Elon Apologizes, Model 3 Profit Margin, Tesla Energy Update (07.18.18) appeared first on TechCast Daily.
– Munro & Associates conclude their analysis on the Model 3
– EPA ratings for Performance and AWD Model 3
– Performance Model 3s begin to show up at Tesla stores
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Munro & Associates Model 3 Breakdown, AWD EPA Ratings (07.17.18) appeared first on TechCast Daily.
– Elon Musk lashes out against British diver Vern Unsworth in response to Unsworth’s critical comments
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Musk Lashes Out on Twitter (07.16.18) appeared first on TechCast Daily.
– Elon on Twitter linked to the TMC thread discussed on the 7/4/18 episode of Tesla Daily regarding short seller manipulation (Tweet)
– News on Model 3 production
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Model 3 Production, Elon Tweets About Elon Musk vs. Short Sellers (07.13.18) appeared first on TechCast Daily.
– Discussion on Tesla reaching agreement to develop a wholly-owned Gigafactory in Shanghai
– Clarity on US federal EV tax credit
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Gigafactory 3 in China, US Federal Tax Credit (07.12.18) appeared first on TechCast Daily.
– Tesla begins offering test drives of Model 3 and employee commission on Performance Model 3 sales
– Model S and X prices increased in China
– Nissan admits to falsifying emissions testing
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Model 3 Test Drives, China Price Increases, Nissan Emissions (07.09.18) appeared first on TechCast Daily.
– Elon continues to question Business Insider journalist on Twitter, amongst other tweets
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post More Elon Tweets (07.06.18) appeared first on TechCast Daily.
– Some discussion on TSLA stock performance
– Elon calls out short manipulation, retweeting an article about jesselivenomore’s TMC post discussed on the 7/4/18 episode of Tesla Daily
– Model 3 brake testing
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Elon Calls Out Short Manipulation, Model 3 Brake Testing (07.05.18) appeared first on TechCast Daily.
– On today’s episode, Chris, who is a professional trader also known as jesselivenomore, joins us to discuss TSLA short-sellers, the parallels between Tesla and Fairfax Financial, and how this may be impacting Elon Musk & Tesla’s business strategy
– Link to TMC post including excerpt from The Divide: American Injustice in the Age of the Wealth Gap: Elon Musk vs. Short Sellers
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Editing assistance provided by Astronomic Audio
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Elon Musk vs. Short Sellers – Interview with Professional Trader Jesselivenomore (07.04.18) appeared first on TechCast Daily.
– Discussion on TSLA’s interesting stock price movement on 07/02
– Thoughts on Q2 official production and delivery numbers
– InsideEVs believes Tesla triggered the beginning of the US federal EV tax credit in Q2
Homework: Elon Musk vs. Short Sellers
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Did Tesla Really Trigger the Federal Tax Credit Phaseout in Q2? Thoughts on TSLA, Q2 Delivery/Production Numbers (07.03.18) appeared first on TechCast Daily.
– Discussion on Tesla’s production in the final week of Q2-18
– What these production numbers mean for the long-term
Homework: Elon Musk vs. Short Sellers
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 5,000 Model 3s (07.02.18) appeared first on TechCast Daily.
– Discussion of Puerto Rico’s request for bids from non-government entities for large scale energy storage projects
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Puerto Rico Requests Bids for Utility Scale Energy Storage Projects (06.29.18) appeared first on TechCast Daily.
– Tesla invites a huge number of Model 3 reservation holders to configure
– Tesla registers dual motor AWD VINs with NHTSA
– Another internal Elon Musk email leaked to Bloomberg
– Panasonic shares an update on battery cell production
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Huge Model 3 Invites, Elon Musk Remains Bullish, Panasonic Update on Cell Production (06.28.18) appeared first on TechCast Daily.
– Tesla has lowered the base price of the Performance Model 3 from $78k to $64k
– Other significant Design Studio updates
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Performance Model 3 Price Dropped to $64k, Other Design Studio Changes (06.27.18) appeared first on TechCast Daily.
– Model 3 firmware update 2018.24.1
– Audi e-tron quattro launch delayed due to CEO arrest
– Delivery updates on a handful of Tesla product
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Model 3 Firmware Update, Tesla Energy Updates, Audi e-tron quattro Launch Delayed (06.26.18) appeared first on TechCast Daily.
– A Tesla employee tweets about production rates at the Gigafactory
– Elon tweets a photo of development mode Autopilot settings
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Gigafactory Production, Autopilot Development (06.25.18) appeared first on TechCast Daily.
– Tesla has filed a civil lawsuit in Nevada federal court against former employee Martin Tripp, who claims whistleblower status
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Tesla Files Lawsuit Against Former Employee (06.22.18) appeared first on TechCast Daily.
– Business Insider claims to have seen internal documents disclosing 2018 Model 3 production (Link)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Model 3 Production Claims by Business Insider (06.20.18) appeared first on TechCast Daily.
– Tesla adds another Model 3 general assembly line in a new structure at Fremont
– An employee caught sabotaging Tesla
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Tesla’s New Tent, Sabotage (06.19.18) appeared first on TechCast Daily.
– Elon continues to tweet about TSLA shorts
– Audi CEO arrested
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post TSLA Short Squeeze (06.18.18) appeared first on TechCast Daily.
– Elon Musk purchased $25M more of TSLA stock
– The Boring Company wins a bid to build an underground transit system in Chicago, Elon Musk speaks at press conference (Link)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post The Boring Company Wins Chicago Project, Elon Musk Buys More TSLA Stock (06.15.18) appeared first on TechCast Daily.
– Some thoughts on TSLA stock
– Tesla lays off about 9% of employees
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Tesla Lays Off ~9% of Employees, Thoughts on TSLA Stock (06.14.18) appeared first on TechCast Daily.
– Continuing discussion on Tesla’s 2018 shareholder meeting, specifically on upcoming products
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 2018 Shareholder Meeting – Part 3 (06.11.18) appeared first on TechCast Daily.
– NTSB releases preliminary report on Model X accident that occurred in March
– Bloomberg tours Fremont (Link)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post NTSB Preliminary Report on Fatal Model X Accident (06.08.18) appeared first on TechCast Daily.
– Thoughts on TSLA price action yesterday, as well as continued discussion on the 2018 shareholder meeting
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 2018 Shareholder Meeting – Part 2 (06.07.18) appeared first on TechCast Daily.
– Thoughts on the important short-term news from Tesla’s 2018 shareholder meeting
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Tesla 2018 Shareholder Meeting – Part 1 (06.06.18) appeared first on TechCast Daily.
– Credit/debit card data analysis company Second Measure reports their findings on Model 3 reservation cancellations (Link)
– Tesla CTO JB Straubel shares some thoughts on Tesla Energy (Link)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Model 3 Reservation Refunds, JB Shares Thoughts on Tesla Energy (06.05.18) appeared first on TechCast Daily.
– German engineers commissioned by German automakers have done a complete teardown of early Model 3s, leading to significant findings on cost and content of materials (Link)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post German Engineers Analyze Model 3 (06.04.18) appeared first on TechCast Daily.
– After an over-the-air firmware update, Consumer Reports has changed their point of view on the Model 3
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post Consumer Reports Changes View on Model 3 (05.30.18) appeared first on TechCast Daily.
– Thoughts on the upcoming debates surrounding Tesla’s next few quarterly earnings reports
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post TSLA Outlook for the Next Few Quarters (05.29.18) appeared first on TechCast Daily.
– Thoughts on Elon’s announcement on the future unveiling of next-gen Superchargers
– More discussion on the Performance Model 3
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 05.25.18 – Next-Gen Supercharger, More on Performance Model 3 appeared first on TechCast Daily.
– Tesla opens up configuration for AWD and Performance Model 3
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 05.24.18 – AWD & Performance Model 3 appeared first on TechCast Daily.
– AAA survey indicates 20% of American car buyers will likely purchase an EV as their next vehicle (Link)
– Beginning in 2020, California will require new homes to include solar power (Link)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 05.10.18 – AAA Survey, California Solar, and Vacation appeared first on TechCast Daily.
– Discussing production rates for Model 3 for May and June
– Reports on Model 3 supplier production rates (Bloomberg)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 05.08.18 – Reports on Model 3 Supplier Production Rates appeared first on TechCast Daily.
– Part 4 of 4: Concluding discussion on Tesla’s Q1 earnings report
Links:
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Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 05.07.18 – Q1 2018 Earnings Report (Part 4: The Last Part) appeared first on TechCast Daily.
– Part 3 of 4: Continuing discussion on Tesla’s Q1 earnings report
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 05.04.18 – Q1 2018 Earnings Report (Part 3: Pace of Innovation) appeared first on TechCast Daily.
– Part 2 of 3: Continuing discussion on Tesla’s Q1 earnings report, particularly Elon Musk’s interaction with analysts
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 05.03.18 – Q1 2018 Earnings Report (Part 2: “Musk’s Tantrum”) appeared first on TechCast Daily.
– Initial impressions from Tesla’s Q1 2018 earnings reports and shareholder letter
Links:
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Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 05.02.18 – Q1 2018 Earnings Report (Part 1) appeared first on TechCast Daily.
– Success! Galileo Russell will have a chance to ask a question on the Q1 earnings call
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 05.01.18 – Success! appeared first on TechCast Daily.
– Help retail investors have a voice on Tesla’s earnings calls (https://youtu.be/cawe5iWGheU)
Below is a template of an email, feel free to use your own words. Optionally cc Galileo if you wish to.
****
To: mviecha@tesla.com, ir@tesla.com
cc: galileorussell@gmail.com
Hi Martin,
My name is ____ , I’ve been a Tesla shareholder for ____ years, and own ____ shares.
I’m sending this message to strongly encourage you to allow Galileo Russell, the founder of HyperChange TV (www.youtube.com/hyperchangetv), to ask a question on the upcoming Q1 2018 earnings conference call. HyperChange is an independent financial media startup that covers Tesla and offers unique insight and analysis into your business. HyperChange has demonstrated a thorough understanding of Tesla, and will be a value-add to the dialogue on your upcoming earnings discussion. Additionally, allowing HyperChange to participate in the call will give retail investors a voice in the company that they love and have chosen to allocate capital towards.
Best Regards,
_______
****
Links:
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Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 04.30.18 – Increasing Access on TSLA’s Earnings Call appeared first on TechCast Daily.
– Listener Daniel Prince shares his thoughts on Tesla
– Adventures in Finance: Tesla Bull Case
– Wait But Why: How Tesla Will Change the World
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 04.27.18 – Uninvested Bull Case: Daniel Prince appeared first on TechCast Daily.
– Tesla’s VP of Autopilot hardware and software, Jim Keller, leaves Tesla for Intel after 2 1/4 years at Tesla
– Large group on Canadian Model 3 reservation holders invited to configure
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 04.26.18 – Tesla’s VP of Autopilot Leaves for Intel, More Canadian Reservation Holders Invited to Configure appeared first on TechCast Daily.
– Discussing Elon’s mid-April letter to Tesla employees
– Q2 Model 3 production and delivery estimates
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 04.25.18 – Elon Musk’s Letter to Employees, Q2 Production Estimate appeared first on TechCast Daily.
– Part two discussion of Tesla’s Q1 deliveries/production
Links:
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Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 04.24.18 – Q1 Deliveries Part Deux appeared first on TechCast Daily.
– Part one discussion of Tesla Q1 deliveries/production
– Thoughts on investor sentiment
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 04.23.18 – Q1 Deliveries Part One, Investor Sentiment appeared first on TechCast Daily.
– Moody’s credit rating
– Tesla bankruptcy risk & cap raises
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post 04.16.18 – Current State of Business appeared first on TechCast Daily.
– Update on the status of Tesla Daily
– Tesla autopilot on version 10.4
– Tesla begins invitations for Canadian Model 3 reservation holders
Links:
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Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 03.22.18 – Podcast Status Update, AP2 v10.4, Tesla Begins Canadian Model 3 Orders appeared first on TechCast Daily.
– New highest Model 3 VIN sighting and VIN assignment
– Discussion of TSLA stock price action from Monday 3/12
Links:
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Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 03.13.18 – Model 3 VIN Updates, TSLA Price Action appeared first on TechCast Daily.
– Tesla registers more Model 3 VINs with NHTSA on March 10th
– Tesla confirms Model 3 production halt for 5 days in February
– Supercharger network fees have increased (chart of new/old rates courtesy of redditor u/feurie)
– Elon Musk interviewed at SXSW
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Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 03.12.18 – More Model 3 VINs Registered, Model 3 Production Temporarily Stopped in February, Supercharger Network Fees, Elon Talks Self-Driving appeared first on TechCast Daily.
– Model 3 VIN analysis
– Elon tweets at Donald Trump regarding tariffs
– Model 3 owner referral codes
– Ontario, Canada EV incentives updated
Links:
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Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 03.09.18 – Model 3 VINs, Elon Tweets @Trump appeared first on TechCast Daily.
– GM CEO Mary Barra shares some thoughts on Chevy Bolt production and EV tax credits
Links:
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Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 03.08.18 – GM CEO Comments on EV Plans appeared first on TechCast Daily.
– Tesla tests the Semi with real cargo
– Jaguar announces US pricing for the I-PACE
Links:
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Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 03.07.18 – Tesla Semi in Action, Jaguar I-PACE Pricing, Checking In appeared first on TechCast Daily.
– Trump proposes steel and aluminum tariffs
– InsideEVs publishes February delivery estimates
– Jaguar officially unveils the I-PACE
– Bosch makes a decision on battery production
Links:
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Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 03.01.18 – Steel/Aluminum Tariffs, InsideEVs February Delivery Estimates, Jaguar I-PACE, Bosch’s Battery Plans appeared first on TechCast Daily.
– Tesla begins installing solar panels on GF1
– Hong Kong announces new budget which reintroduces some previously cut EV incentives
– Hyundai unveils new EV to launch in late 2018
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 02.28.18 – Solar Installation Begins at GF1, Hong Kong Announces New EV Incentives, Hyundai Unveils New EV appeared first on TechCast Daily.
– The Federal Administrative Court of Germany has ruled to allow German cities to ban diesel vehicles
– Porsche will end production of all diesel engine vehicles
– California DMV to allow testing of fully driverless vehicles as soon as April 2018
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 02.27.18 – German Federal Court Rules to Allow Cities to Ban Diesel Vehicles, Porsche Discontinues Diesel Vehicles, CA DMV to Allow Fully Driverless Vehicle Testing on Public Roads appeared first on TechCast Daily.
– Daimler expresses skepticism on the Tesla Semi
– Musk expects to exceed announced specifications
– DHL discusses Semi payback period
Links:
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Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 02.26.18 – Daimler, DHL, Musk Comment on Tesla Semi appeared first on TechCast Daily.
– Discussion on TSLA’s recent performance
– The first group of non-owner Model 3 reservation holders has been invited to configure with 3-6 week delivery estimates
– Tesla is beta testing a new and improved version of Autopilot 2 software
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 02.23.18 – First Non-Owners Invited to Configure, Improved AP2 Software in Beta Testing, TSLA Stock appeared first on TechCast Daily.
– New highest Model 3 VIN spotted
– Customer order delivery estimates for S/X in the US had been pushed out to June for all variants
– Discussing the halo effect of the Falcon Heavy launch on Tesla
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 02.22.18 – New Highest VIN, S/X Delivery Estimates Pushed Out, Spaceman Marketing Impact appeared first on TechCast Daily.
– LA Times reports on Model 3 initial quality and Tesla shares some empirical data on owner satisfaction
Links:
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Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 02.19.18 – Model 3 Initial Quality and Owner Satisfaction appeared first on TechCast Daily.
– A Model 3 involved in a serious crash leads to new feature development
– New information on Dyson’s electric vehicles
– High level thoughts on solid state batteries
– A new show format concept for the Tesla Daily podcast
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 02.16.18 – Model 3 Crash, Dyson’s EVs, Solid State Batteries appeared first on TechCast Daily.
– President Trump reportedly in support of a $0.25/gallon increase in US federal gasoline and diesel fuel tax
– More current owners invited to configure Model 3
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 02.15.18 – Increased US Federal Gasoline Tax Being Discussed, More Current Owners Invited to Configure appeared first on TechCast Daily.
– New VIN assignments provide some validation of our methodology
– Citic initiates coverage on TSLA, Baird reiterates targets
– Updating the revenue breakdown of Tesla’s 2018 guidance
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 02.14.18 – VIN Updates, New Analyst Price Targets, Tesla’s 2018 Guidance appeared first on TechCast Daily.
– Taking a closer look at Q4 financials
– The value of Tesla’s Roadster in space
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 02.13.18 – Q4 Earnings Part Two, Roadster in Space appeared first on TechCast Daily.
– Q4 earnings recap, part one
– Model 3 delivery estimates updated
– Prerecorded episodes from last week (Model 3 VINs, Q4 earnings preview)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 02.12.18 – Tesla Q4 Earnings, Model 3 Delivery Estimate Updates, + Bonus Prerecorded Episodes appeared first on TechCast Daily.
– TSLA stock finished in the green on the week while major indexes had their worst performance in two years
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Facebook > facebook.com/tesladaily
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 02.05.18 – TSLA Outperforms in Tough Macro Environment Last Week appeared first on TechCast Daily.
– Tesla registers 1,262 new VINs with NHTSA
– InsideEVs publishes their estimate for January Model 3 deliveries
– UPS, PepsiCo, and Annheuser-Busch are partnering with Tesla to build charging stations at their facilities
– Tesla partners with Home Depot to sell energy products in 800 stores
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Facebook > facebook.com/tesladaily
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 02.02.18 – Model 3 VIN Registrations & January Delivery Estimates, Tesla Semi Charging, Tesla Energy in Home Depot appeared first on TechCast Daily.
– Tesla updates referral program and adds new secret reward level
– More discussion on the California autonomous driving disengagement report
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 02.01.18 – Tesla Updates Referral Program, More on California’s Disengagement Report appeared first on TechCast Daily.
– Tesla and others file autonomous driving disengagement reports for public testing in California in 2017
– Tesla’s $546M ABS bond is in high demand
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.31.18 – Autonomous Driving Disengagement Report, Tesla’s $546M Bond appeared first on TechCast Daily.
– Waymo orders thousands more hybrid Pacificas from Chrysler for self-driving fleet
– Mercedes-Benz shares a little more detail on their EV plans
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.30.18 – Waymo Looks to Expand Self-Driving Fleet, Mercedes-Benz Shares More Detail on EV Plans appeared first on TechCast Daily.
– Tesla plans to issue new $546M lease-backed bond
– Model 3 VIN 6420 allegedly spotted
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.29.18 – Tesla Plans to Issue $546M Bond, New Highest Model 3 VIN appeared first on TechCast Daily.
– CNBC article causes 2% drop in TSLA on Thursday, Tesla responds
– Tesla registers more VINs with NHTSA, including a VIN above 10,000
– Model 3 will be on display in 5 more stores in the US
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.26.18 – CNBC Speculates on Additional Model 3 Delays, Model 3 VIN Above 10,000 Registered with NHTSA appeared first on TechCast Daily.
– Another group of current owner Model 3 reservation holders are granted access to configure
– Model 3 VIN assignments reach a new threshold
– Autopilot crash leads to another government investigation
– Discussion on the impact of Musk’s proposed compensation plan on potential employees and investors
– Falcon Heavy static fire test successful, launch soon
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.25.18 – More Model 3 Configurations/VINS, Autopilot Accident, Impact of Musk’s Compensation Plan on Employees & Investors appeared first on TechCast Daily.
– Further discussion on the new proposed CEO compensation plan
– Discussion on the new 30% solar import tariff
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.24.18 – Solar Tariffs, More on Musk’s Compensation Plan appeared first on TechCast Daily.
– Tesla announces new proposed CEO compensation plan for Elon Musk
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.23.18 – Elon Musk’s New Proposed CEO Compensation Plan appeared first on TechCast Daily.
– Tesla registers the first dual motor all-wheel drive VINs with NHTSA
– Tesla Model S ranks first amongst millennials’ dream cars
– Volvo’s sub-brand, Polestar, gives production guidance
Links:
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Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.22.18 – Dual Motor All-Wheel Drive VINs, Dream Cars, Polestar appeared first on TechCast Daily.
– Tesla updates 21″ premium wheels for Model S
– Insight on Model 3 aero wheel design and efficiency
– Display Model 3s are heading to stores in Boston, Florida, Manhattan, and two more California stores
Links:
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Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.19.18 – Tesla Updates Model S Premium Wheels, Model 3 Aero Wheel Design/Efficiency, More Model 3s in Stores appeared first on TechCast Daily.
– Tesla production rate update from investor meeting at Detroit Auto Show
– New batch of current owner reservation holders are able to configure Model 3
– Model 3 wins Automobile Mag’s Design of the Year award for 2018
– Two managers of engineering part ways with Tesla
Links:
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Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.18.18 – Model 3 Production, Configuration, Design & Two Managers of Engineering Part Ways with Tesla appeared first on TechCast Daily.
– Ferrari discusses plans for build an all-electric supercar
– Infiniti plans to electrify a portion of their new models in 2021
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.17.18 – Ferrari, Infiniti Announce Electric Vehicle Plans appeared first on TechCast Daily.
– Discussion on electric vehicle startup Byton’s first prototype and business strategy
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.16.18 – Discussion on Byton’s Prototype Unveiling at CES appeared first on TechCast Daily.
– Ford plans to invest $11B in electrified vehicles by 2022
– Musings on competition’s EV plans
Links:
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Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.15.18 – Thoughts on Competition, Ford to Invest $11B in Electrification appeared first on TechCast Daily.
– More discussion on the Model 3 headliner material and Tesla’s communications
– New highest Model 3 VIN sighting
– Tesla puts display Model 3s in two stores
Adventures in Finance links: iTunes | Web
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Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.12.18 – Model 3 Headliner, New Highest VIN, and First Display Vehicles appeared first on TechCast Daily.
– Rhode Island will officially allow Tesla to sell directly to consumers in the state
– In a developing story, Tesla has reportedly shipped some Model 3s with a cloth headliner instead of the alcantara headliner
Links:
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Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.11.18 – Rhode Island Direct Sales, Model 3 Headliner appeared first on TechCast Daily.
– Tesla and renewable energy company Neoen may partner again on an even larger energy project in Queensland, Australia
Links:
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Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.10.18 – Tesla/Neoen May Partner Again on Even Larger Australian Energy Project appeared first on TechCast Daily.
– TSLA stock performance on Monday 01/08
– Tesla takes initial steps with non-employee customers for Solar Roof deliveries
– Autowiper beta issues reported
– Model 3 key card replacement costs
– Tesla’s subreddit growth
Links:
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Twitter > @teslapodcast
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Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.09.18 – TSLA, Solar Roof, Autowipers, Key Cards, r/teslamotors appeared first on TechCast Daily.
– DragTimes tests the acceleration of the long-range Model 3 and it outperforms Tesla’s official numbers
– Nvidia unveils a new system on a chip at CES
– News on Aurora, a company founded by Tesla’s former director of Autopilot, Sterling Anderson
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Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.08.18 – Model 3 Acceleration, Nvidia Xavier SOC, Aurora appeared first on TechCast Daily.
**Note: I misspoke on TSLA performance on the week. TSLA was up 1.24% vs. the Nasdaq up 3.04%**
– Discussion on Q1 delivery and production estimates for Model S, X, and 3
Links:
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Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.05.18 – Q1 Delivery & Production Estimates appeared first on TechCast Daily.
– Tesla sends out first public configuration invitations to owners outside of California
– Tesla and Neoen will partner again for another battery project in Australia
Links:
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Twitter > @teslapodcast
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Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.04.18 – Owners Outside of CA Invited to Configure Model 3, Another Tesla Energy Project in Australia appeared first on TechCast Daily.
– Breaking down all the details from the Q4 delivery and production report
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Twitter > @teslapodcast
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Executive producer Jerome Jorden
Music by Evan Schaeffer
The post 01.03.18 – Q4 Production & Delivery Numbers appeared first on TechCast Daily.
– Model 3 sets a new EV cannonball run record
– Professional driver shares impressions on a Model 3
– New highest VIN is 3040
– Tesla posts more than 200 Model S & X inventory vehicles online
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The post 01.02.18 – Model 3 Cannonball Run, Model 3 Reviews, New Highest VIN, Tesla Inventory appeared first on TechCast Daily.
– Autopilot 2 firmware update finally includes automatic rain-sensing wiper capability as a beta feature
– Now that Q4 is closed, I share my expectations for Q4 delivery numbers
Links:
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Twitter > @teslapodcast
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Music by Evan Schaeffer
The post 01.01.18 – AP2 Update Finally Adds Auto-Wipers, Q4 Delivery Estimates appeared first on TechCast Daily.
– MIT researcher and lecturer Lex Fridman joins the show to discuss his thoughts on autonomous driving, simulation vs. real world data, human/AI interaction, and ethics in autonomy
– Lex’s team’s study can be found here: https://hcai.mit.edu/mit-avt.pdf
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The post 12.29.17 – Interview with MIT Research Scientist Lex Fridman appeared first on TechCast Daily.
– Tesla registers 3,568 more VINs with NHTSA, with 8,362 being the highest registered VIN
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The post 12.28.17 – Tesla Registers 3,500+ New Model 3 VINs with NHTSA appeared first on TechCast Daily.
– KeyBanc Capital Markets updates analyst note, shows investors how valuable some analyst notes are
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Music by Evan Schaeffer
The post 12.27.17 – KeyBanc Updates Analyst Note on TSLA appeared first on TechCast Daily.
– Elon Musk tweets about Autopilot 2, pickups, Tesla Energy, and upcoming user experience improvements
– Tesla updates Supercharger network plans for 2018
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 12.26.17 – Musk Tweets About AP2, Pickup, and UX Updates; 2018 Supercharger Plans appeared first on TechCast Daily.
– Early Model 3 owner is touring the United States and Canada to show people the car
– You can find the stops and more information at www.facebook.com/tsla3
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 12.25.17 – Tesla Model 3 Road Trip Interview appeared first on TechCast Daily.
– Model 3 VINs 2891 and 2802 have been assigned, no Model 3 annual supercharging credit confirmed
– Elon teases new mapping and navigation update for early 2018
– Image of Elon’s Tesla Roadster being prepared as payload on SpaceX’s Falcon Heavy
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 12.22.17 – Model 3 Updates, Mapping/Navigation Updates, SpaceX’s Falcon Heavy appeared first on TechCast Daily.
– Tesla releases warranty details including battery capacity warranty for Model 3
– Jaguar announces pricing for their first all-electric vehicle, the I-Pace
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 12.21.17 – Model 3 Battery Capacity Warranty, Jaguar I-Pace Pricing appeared first on TechCast Daily.
– Multiple reports of non-employee Model 3 reservation holders being scheduled for delivery over the next week
– Tesla registers more Model 3 VINs with NHTSA
– UPS has reserved 125 Tesla Semis
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 12.20.17 – Model 3 Deliveries to Non-Employees Begin Today, More Model 3 VINs Registered, UPS Reserves 125 Tesla Semis appeared first on TechCast Daily.
– Norway’s Q4 registration statistics and what that means for Tesla
– Minor updates on Tesla Semi and Model 3
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 12.19.17 – Norway Registrations at All-Time Highs, Tesla Semi & Model 3 Updates appeared first on TechCast Daily.
– Ontario introduces up to $75,000 rebate for electric trucks
– Another batch of configuration invitations goes out, and some owners outside of CA are reportedly included
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 12.18.17 – Ontario Adds Rebate for Electric Trucks, Model 3 Configuration Updates appeared first on TechCast Daily.
– The 3rd batch of non-employee invitations to configure Model 3 has been sent out by Tesla, 1 week after last batch
– Bosch CEO Volkmar Denner does an interview that is a must-read: Link
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 12.15.17 – More Model 3 Configuration Invitations, Bosch CEO Interview is a Must-Read appeared first on TechCast Daily.
– Tesla supplier Hota Industrial Manufacturing Company announces increased production targets for Model 3 parts
– Bloomberg provides an update on the status of the federal EV tax credit in tax bill negotiations
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 12.14.17 – Positive News from Model 3 Supplier, Update on US Federal EV Tax Credit appeared first on TechCast Daily.
– Tesla Model X recognized by Forbes, Strategic Vision
– BMW CEO link
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 12.13.17 – Tesla Model X Recognized by Forbes, Strategic Vision appeared first on TechCast Daily.
– PepsiCo, owner of the largest class 8 fleet in the United States, reserves 100 Tesla Semis
– Model 3 new highest VIN 2556 spotted, delivery timing updates
– Short interest in TSLA increases to 31.2M shares
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 12.12.17 – Pepsi Reserves 100 Tesla Semis, Model 3 News, Short Interest Update appeared first on TechCast Daily.
– Elon Musk updates his timeline for full self-driving
– Numerous Model 3s spotted at Tesla’s Fremont delivery center
– Photo confirms Model 3 autopilot cameras are able to defrost themselves
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 12.11.17 – Elon Musk Updates Full Self-Driving Timeline, Fremont Delivery Center Stocked with Model 3s appeared first on TechCast Daily.
– Food service distribution company Sysco has placed a reservation for 50 Tesla Semis
– Elon Musk confirms that Tesla is working on developing its own chip for artificial intelligence
– Second batch of Model 3 configuration invites have been sent out, DaveT gets a VIN
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 12.08.17 – Sysco Reserves 50 Tesla Semis, Tesla Confirms Development of AI Chip, Model 3 Configuration Invites appeared first on TechCast Daily.
– Anheuser-Busch places a reservation for 40 Tesla Semis
– Non-employee scheduled for Model 3 delivery
– New highest VIN sighting for Model 3
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 12.07.17 – Anheuser-Busch Reserves 40 Tesla Semis, Encouraging Model 3 Updates appeared first on TechCast Daily.
– A Tesla investor who works in the trucking industry shares his point of view on the Tesla Semi
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 12.06.17 – Interview with Trucking Industry TSLA Investor appeared first on TechCast Daily.
– Marie-Jose Baartmans, partner at Breytner Transport, discusses the decision to place one of the first European reservations for a Tesla Semi and shares her thoughts on the current landscape of the transportation industry
Links:
Breytner Transport > breytner.com
Breyter Twitter > @breytnerzero
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 12.05.17 – Interview with Tesla Semi Reservation Holder Breytner Transport appeared first on TechCast Daily.
– Model 3 VIN 1910 has been spotted, InsideEVs estimates November deliveries
– Redditor takes delivery of a Model 3
– Update on United States federal EV tax credit
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 12.04.17 – Federal EV Tax Credit, Model 3 Deliveries & New Highest VIN appeared first on TechCast Daily.
– Five more companies have placed reservations for the Tesla Semi
– Tesla’s South Australian battery discharges at an even higher peak rate
– Tesla Model S loses eligibility for EV incentive in Germany
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 12.01.17 – Five More Companies Reserve Tesla Semi, SA Battery Power, Germany EV Incentives appeared first on TechCast Daily.
– Model 3 makes an appearance at the LA Auto Show
– Examining a couple of reports on Model 3 range and Tesla’s battery production
– Tesla Semi performance benefits
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.30.17 – Model 3 at LA Auto Show, Misleading Reports, Tesla Semi Performance appeared first on TechCast Daily.
– DHL places reservation for 10 Tesla Semis
– New information in Waymo’s lawsuit against Uber (Link)
– SpaceX’s updated valuation and what it means for Tesla
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.29.17 – New Semi Reservations, Waymo/Uber’s Legal Battle, SpaceX Valuation appeared first on TechCast Daily.
– Motor Trend awards Alfa Romeo with the 2018 Car of the Year
– Model 3 firmware update adds new features
– TSLA short interest reaches 6-month high
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.28.17 – Motor Trend Car of the Year is not the Model 3, Firmware Update Adds New Features, Short Interest Update appeared first on TechCast Daily.
– Model 3 VIN number 1131 has been spotted
– Jerome Guillen shares new details on the Tesla Semi in European presentation
– Tesla’s South Australian battery project begins charging and discharging
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.27.17 – New Tesla Semi Details, Model 3 VINs, SA Battery Project Starts Charging appeared first on TechCast Daily.
– NFI Industries and Bison Transport place reservations for the Tesla Semi
– New details on Semi production plans and Tesla’s prototype
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.24.17 – Reservation Holders Share New Details on Tesla Semi appeared first on TechCast Daily.
– Tesla releases expected pricing on the Tesla Semi
– Total cost of ownership and battery costing analysis
– Tesla completes 100MWh battery project in South Australia
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.23.17 – Tesla Semi Pricing, South Australian Battery Project Completed appeared first on TechCast Daily.
– Tesla opens the design studio to select non-employee Model 3 reservation holders
– Two more companies place reservations for the Tesla Semi
– Electrek tests a new all-electric UTV from Nikola Motor (Link)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.22.17 – Model 3 Design Studio Opens to Some Non-Employees, Tesla Semi Reservations, Nikola Zero appeared first on TechCast Daily.
– More Model 3 VINs registered with NHTSA
– Model 3 is a finalist for 2018 Motor Trend Car of the Year
– Model 3 Long Range tested at 4.8 second 0-60mph
– Adam Jonas updates investor note
– Uber and Volvo announce that they will continue to work together
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.21.17 – Model 3 Updates, Morgan Stanley Analyst Note, Uber/Volvo appeared first on TechCast Daily.
– Tesla Semi reservation holder Chace Barber joins the show to discuss why he reserved, how the Tesla Semi might fit in his business, and how competitive the semi could be in the trucking industry
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.20.17 – Interview with a Tesla Semi Reservation Holder appeared first on TechCast Daily.
– Tesla unveils the Tesla Semi and the next-generation Tesla Roadster
– Analyzing these products and what they might mean for Tesla’s competitive position and valuation
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.17.17 – Analyzing the Tesla Semi & the Tesla Roadster appeared first on TechCast Daily.
– Volkswagen announces $12B investment in China for electric vehicles (Link)
– Rolling Stone interviews Elon Musk (Link)
– New supercharging location opens with a Tesla cafe & lounge
– Model 3 VIN sightings
– The Tesla Show drives a Model 3
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.16.17 – VW Invests in EVs in China, Rolling Stone Interviews Elon Musk, Supercharging Cafe/Lounge, Model 3 Updates appeared first on TechCast Daily.
– Jim Chanos adds to short position and predicts Elon will step down as CEO by 2020
– Tesla sued for racial discrimination
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.15.17 – TSLA Short Predicts Elon Musk Will Step Down as CEO by 2020, Tesla Lawsuits appeared first on TechCast Daily.
– What information we can learn about the production ramp from Model 3 VIN sightings
– Model 3 reservation cancellation rate due to production delays
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.14.17 – Understanding Model 3 VIN Batching, Cancellation Rates appeared first on TechCast Daily.
– Bernstein says Model 3 fit & finish is “relatively poor”, but also says it probably won’t matter
– New Model 3 production video
– New highest Model 3 VIN spotted
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.13.17 – Model 3 Production, Fit & Finish appeared first on TechCast Daily.
– Tesla secures 48MWh energy project with Nantucket, Massachusetts
– Federal $7,500 EV tax credit apparently remains in Senate’s proposed federal tax bill
– TSLA Short Interest Update
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.10.17 – Tesla Secures 48MWh Energy Project, Federal EV Tax Credit Update, Short Interest Update appeared first on TechCast Daily.
– Electrek.co reports that Tesla produced 180 Model 3’s in October
– Model S 100D 0-60 mph tested at 3.6 seconds, faster than advertised 4.1 second 0-60
– New details on Autopilot’s neural network
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.09.17 – Model 3 October Production Numbers, Model S 100D Quicker than Advertised, Autopilot’s Neural Network appeared first on TechCast Daily.
– Waymo’s fully self-driving vehicles are test-driving on public roads, without anyone in the driver’s seat
– Guest appearance on The Tesla Show Q3 earnings report episode
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.08.17 – Waymo Begins Driverless Full Self-Driving, The Tesla Show appeared first on TechCast Daily.
– Tesla has acquired Minnesota-based engineering company Perbix
– Tesla’s Director of Battery Technology, Jon Wagner, has left the company
– Model 3 VIN 1088 reportedly spotted
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.07.17 – Tesla Acquires Another Engineering Company, Battery Director Departs, New Model 3 VIN appeared first on TechCast Daily.
– Digging in to Elon’s comments on Tesla’s growth rate over the next 5 years
– Model 3 VIN #869 has been spotted
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.06.17 – Tesla’s Next 5-Year Growth Rate, New Highest Model 3 VIN appeared first on TechCast Daily.
– Newly proposed tax bill would eliminate the $7,500 US Federal tax credit for electric vehicles
– To easily contact your representatives, you can use this website: https://org.salsalabs.com/o/2711/p/dia/action4/common/public/?action_KEY=22515
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.03.17 – Tax Bill Could Eliminate $7,500 US Tax Credit appeared first on TechCast Daily.
– Q3 2017 earnings report review
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.02.17 – Q3 Earnings Report Review appeared first on TechCast Daily.
– Q3 2017 earnings report preview
– Panasonic CEO says Gigafactory production bottlenecks are understood and should be resolved quickly
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 11.01.17 – Q3 Earnings Report Preview, Panasonic CEO Comments on Gigafactory Bottlenecks appeared first on TechCast Daily.
In this episode:
– Understanding what the cost of converting Puerto Rico’s energy infrastructure to solar/storage might be, and if that is a good investment opportunity
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.31.17 – The Cost of Converting Puerto Rico’s Energy Infrastructure appeared first on TechCast Daily.
In this episode:
– Diego joins the show to discuss his new Tesla solar system
2:12 – Background on Diego’s interest in solar
3:10 – Original cost quotes from SolarCity and others
4:00 – Diego’s energy consumption
5:15 – Electrical code requirements
6:38 – Tesla Solar Roof discussion
9:57 – New cost quotes from Tesla/others & sizing the solar system
12:00 – Panel efficiency discussion
13:30 – Budgeting for the system & payback period
14:50 – Tesla price matches local competitor
16:00 – Design process
17:20 – Inverters
28:37 – Net metering
30:38 – Powerwall
33:40 – Energy independence
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Referral > ts.la/diego3364
Music by Evan Schaeffer
The post 10.30.17 – Guest Discussion with New Tesla Solar Customer appeared first on TechCast Daily.
In this episode:
– Elon provides an update on production hell
– A Model 3 supplier provides a better update on production hell
– A new EPA document confirms official range and provides new details on long range Model 3
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.27.17 – Production Hell, Parts Orders, Model 3 EPA Document Confirms 334 Mile Range appeared first on TechCast Daily.
In this (50th!) episode:
– Tesla has added references to more cameras in the most recent Autopilot update
– Panasonic reportedly increasing investment in battery production for EVs, including at the Tesla Gigafactory
– I share my thoughts on TSLA stock price movement this week as we head into the Q3 earnings report
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.26.17 – Autopilot Firmware Update, Panasonic Increases Investment in Battery Production, Thoughts on TSLA Price This Week appeared first on TechCast Daily.
In this episode:
– Tesla’s first solar+storage energy project in Puerto Rico goes live
– Daimler unveils electric semi truck concept with 220 miles of range
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.25.17 – Tesla’s First Energy Project In Puerto Rico, Daimler Unveils Electric Semi Concept appeared first on TechCast Daily.
In this episode:
– Analyzing Tesla’s opportunity in the Chinese auto market
– Edmunds rates Tesla on active safety features and what that indicates
– Tokyo Auto Show this week
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.24.17 – Analyzing the China Auto Market, Edmunds Rates Tesla on Active Safety Features, Tokyo Auto Show appeared first on TechCast Daily.
In this episode:
– Tesla reportedly reaches preliminary agreement for wholly-owned manufacturing facility in China
– New information on Tesla and Puerto Rico
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.23.17 – Tesla Reportedly Reaches Agreement to Manufacture in China, More News on Puerto Rico appeared first on TechCast Daily.
In this episode:
– Tesla registers 1,000 more Model 3 VINs with NHTSA, and what that really means for production
– Early unconfirmed reports of the first differentiating feature of Enhanced Autopilot
– Alphabet (Google) takes $1B stake in ride-sharing service Lyft
– Consumer reports rates Model 3 reliability as average
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.20.17 – More Model 3 VINs Registered with NHTSA, EAP Might Have a New Feature, Google Invests in Lyft appeared first on TechCast Daily.
In this episode:
– Understanding Tesla’s vertical integration strategy (Wired.com)
– Tesla’s mobile service vans to go all-electric
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.19.17 – Detailing Tesla’s Production Strategy, Mobile Service to go Electric appeared first on TechCast Daily.
In this episode:
– Model 3 will not get any Supercharging credits, and what that means for Tesla as a company
– Performance version of the Model 3 likely spotted testing in Fremont
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.18.17 – No Supercharging Credit For Model 3 & Impact on Tesla, Performance Model 3 Spotted Testing? appeared first on TechCast Daily.
In this episode:
– New investor note from Oppenheimer adds color on Tesla’s cash plans and Model 3 production
– Nomura reiterates street-high $500 price target
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.17.17 – Analyst Note Provides Insight to Model 3 Production Problems, Nomura Reiterates $500 Price Target appeared first on TechCast Daily.
In this episode:
– Tesla fires hundreds of employees in Fremont after performance reviews
– Powerpacks spotted in Puerto Rico
– New highest Model 3 VIN sighting
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.16.17 – Tesla Fires Hundreds, Powerpacks in Puerto Rico, Model 3 VIN Update appeared first on TechCast Daily.
In this episode:
– Tesla voluntarily issues a recall on some Model X vehicles
– Oil giant acquires electric vehicle charging company
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.13.17 – Model X Recall, Oil Giant Acquires EV Charging Company appeared first on TechCast Daily.
In this episode:
– Elon posts a new video of the Model 3 production line and what it indicates for production rate
– TSLA short interest update
– Enhanced Autopilot and Full Self-Driving option take rates
– California proposes updates to autonomous vehicle regulations within the state
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.12.17 – New Model 3 Production Video, TSLA Short Interest Update, Autopilot Take Rates, Autonomous Driving Regulation in CA appeared first on TechCast Daily.
In this episode:
– Mike Brown of Inverse.com joins us to discuss the energy situation in Puerto Rico and how Tesla may play a role
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Mike Brown is on twitter @mikearildbrown
Music by Evan Schaeffer
The post 10.11.17 – Guest Discussion with Mike Brown on Puerto Rico’s Energy Situation appeared first on TechCast Daily.
In this episode:
– Backlash from Wall St. Journal on third quarter Model 3 production
– Morgan Stanley analyst Adam Jonas raises his price target for TSLA
– Tesla delivers more Solar Roofs to employees
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.10.17 – Backlash on Model 3 Production, Morgan Stanley Updates Price Target, Solar Roof Deliveries to Employees appeared first on TechCast Daily.
In this episode:
– More details on Tesla Energy in Puerto Rico
– Tesla Semi unveil date changed yet again, and what that might indicate
– Speculation on Model 3 production ramp
– New information on Model 3 configuration and options
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.09.17 – Puerto Rico, Tesla Semi Unveiling, Model 3 Production & Details appeared first on TechCast Daily.
In this episode:
– Have we just seen another huge Tesla Energy project come to life on Twitter?
– Model 3 Long-Range edition appears to have faster supercharging than Model S/X
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.06.17 – Tesla Energy & Puerto Rico, Model 3’s Faster Supercharging? appeared first on TechCast Daily.
In this episode:
– Nomura Group initiates coverage on TSLA
– Discussion on Nomura’s forecasts
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcasta
Music by Evan Schaeffer
The post 10.05.17 – TSLA to $500: New Analyst Initiates Coverage appeared first on TechCast Daily.
In this episode:
– Anecdote on Tesla and the impact of negative media
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.04.17 – A Personal Story, The Impact of Negative Headlines appeared first on TechCast Daily.
In this episode:
– Understanding the Q3 delivery report and what it means for Tesla in the short and long terms
– Discussion on Model 3 production ramp
– First look at what appears to be the Tesla Semi and what we learned
– 1000th Supercharging location opens
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.03.17 – Takeaways From Q3 Delivery Report, Model 3 Production Ramp, First Look at Tesla Semi appeared first on TechCast Daily.
In this episode:
– Supercharger Network growth accelerating
– What to expect from Q3 delivery report
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 10.02.17 – Supercharger Network Growth Accelerates, Q3 Delivery Report Expectations appeared first on TechCast Daily.
In this episode:
– Tesla unveils South Australia Powerpack project
– News on SpaceX’s BFR
– Model 3 VIN update
– Tesla updates referral program
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.29.17 – Tesla’s South Australia Powerpack Project, SpaceX’s BFR, Model 3 VIN and Referral Program Updates appeared first on TechCast Daily.
In this episode:
– More discussion on Tesla’s growth potential over the next two decades
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.28.17 – More Discussion on Tesla’s Growth Potential appeared first on TechCast Daily.
In this episode:
– Discussion on a new note from Morgan Stanley analyst Adam Jonas
– Another company has entered the EV space
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.27.17 – Updated Investor Note from Morgan Stanley, A New Entrant in the EV Market appeared first on TechCast Daily.
In this episode:
– Follow up thoughts on DaveT interview including technological commoditization and autonomous driving networks
– More on SolarCity settlement
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.26.17 – Follow Up on DaveT Interview, SolarCity Settlement appeared first on TechCast Daily.
In this episode:
– Interview with long-time TSLA investor, DaveT
– Dave’s newsletter: teslaweekly.com
– Dave’s investment post index: Articles/megaposts by DaveT
– Tesla Motors Club investor forum: TSLA Investor Discussions
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.25.17 – Interview (DaveT, Long-Time TSLA Investor) appeared first on TechCast Daily.
**Note: I said “165” many times in this episode when I meant “165 million”**
Tesla Daily: Tesla News & Analysis
In this episode:
– What is short selling, short interest, days to cover, or a short squeeze, and how does it impact TSLA stock?
– Tesla & AMD rumors denied
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.22.17 – Understanding Short Selling & Its Impact on TSLA appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Tesla and production in China
– Tesla 2017 deliveries in China
– Model S 75 kWh single motor will be discontinued on 9/24
– Analyzing analyst’s price targets
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.21.17 – Tesla in China, Model S75 Single Motor Discontinued, Analyst Price Targets appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Model 3 Long Range version has a 334 mile combined EPA range
– Jefferies downgrades TSLA, $280 price target
– Tesla Daily 1 month anniversary
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.20.17 – Model 3’s EPA Range is 334 Miles appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Tesla and Porsche’s charging speeds and what they indicate for each company
– New Model 3 VIN sighting
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.19.17 – Charging Speeds & Model 3 VIN Update appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– TSLA stock performance
– Porsche announces pricing details for first all-electric vehicle
– Elon tweets about Tesla pickup and Tesla in India
– Mazda announces electric vehicle plans
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.18.17 – TSLA, Porsche Mission E, Tesla Pickup, India, & More appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Mercedes and Jaguar open up reservations for upcoming all-electric SUVs in Norway
– Venture capitalist claims that BMW’s 3 series is “going to go to zero”
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.15.17 – Mercedes, Jaguar Open Reservations for EVs in Norway, BMW 3 Series Future appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Tesla updates unveiling date for Tesla Semi, and what the timing means for investors
– Tesla VP leaves Tesla after 11 years
– Frankfurt Auto Show: EVs from startups
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.14.17 – Tesla Semi Unveiling (When & Why), Tesla Exec Departs, More From The Frankfurt Auto Show appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Model 3 production rate and new photos (https://imgur.com/a/d5Afq)
– EV concepts from the Frankfurt Auto Show
– Update on 100D Model S/X performance discrepancy
– NTSB reports findings of investigation into 2016 Autopilot fatality
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.13.17 – Model 3 Production, Frankfurt Auto Show, Model S/X Performance appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Tesla releases a new type of Supercharger for city charging (https://www.tesla.com/blog/supercharging-cities)
– Tesla updates Supercharger location plans (https://www.tesla.com/findus)
– Model 3 reported to have shifted production from pilot line to production line
– Volkswagen updates their EV plans and what was misleading about some reports
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.12.17 – City Supercharging, Model 3 Production Line, VW’s Not-So-Massive EV Plan Update appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Tesla grants additional range to customers affected by Hurricane Irma
– China discusses the possibility of banning internal combustion engine vehicles
– Model 3 delivery update
– Future software update speculation
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.11.17 – Tesla’s Response to Hurricanes, China’s Regulation of ICE Vehicles, Model 3 Deliveries appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– BMW & Jaguar announce updates to their electric vehicle plans
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.08.17 – BMW & Jaguar Announce Electric Vehicle Plans appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– New Federal regulation for self-driving cars passes in the House of Representatives
– Tesla vs. Nissan miles driven
– Model 3 standard interior package spotted
– SpaceX launch today
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.07.17 – New Autonomous Driving Regulation, Model 3 & Nissan Leaf Updates, SpaceX appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Next generation Nissan Leaf is unveiled with improved range
– Model 3 is a NAFTA vehicle, subject to lower taxes
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.06.17 – Next-Gen Nissan Leaf Unveiling, Model 3 Taxes appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Model 3 aero wheel confirmed to be two pieces
– Model 3 Maroney sticker sighting, efficiency and sourcing
– Powerwall installations in Minnesota
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.05.17 – Model 3 Sourcing, Efficiency, & Aero Wheels, Powerwall Update appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Model S/X August InsideEVs delivery estimates and what they mean for Q3 2017 (http://insideevs.com/august-2017-plug-in-electric-vehicle-sales-report-card/)
– Model 3 production update
– New Tesla Energy project in California receives approval
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.04.17 – Q3 Delivery Estimates, Model 3 Production, New Tesla Energy Project appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Tesla Gigafactory 2 starts production of Tesla Solar Roof
– How to value Tesla Solar
– Model S/X performance update
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 09.01.17 – Gigafactory 2 Starts Production of Tesla Solar Roof & How to Value It appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– A Tesla Model S reaches 300,000 miles
– Elon’s communication guidance for Tesla employees
– Dashcam & Smart Air Suspension updates
– Model S/X pricing analysis
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 08.31.17 – 300,000 Mile Model S, Tesla Communications, Product and Pricing Updates appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Model S/X 100D, P100D pricing has been lowered
– Cummins, Inc unveils an all-electric heavy duty truck
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 08.30.17 – Model S/X Price Reductions, Tesla Semi Competition appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Model 3 cost per mile of range and what it means for potential competition
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 08.29.17 – Miles Per Dollar: Model 3 Pricing Analysis appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Model S/X European inventory get a performance bump
– Tesla subreddit hits 150k subscribers (reddit.com/r/teslamotors)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 08.28.17 – Model S/X Performance Increase, Tesla’s Growing Popularity appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Tesla Semi range?
– News on Tesla’s music service
– Daimler restructuring?
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 08.25.17 – Tesla Semi Range, Tesla Music Service, & Daimler Restructuring? appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Is Model S/X Demand increasing? (https://twitter.com/TeslaPodcast/status/900699729029365764)
– Powerwall and Powerpack updates
– Model 3 battery
– SpaceX spacesuits unveiled (https://www.instagram.com/p/BYIPmEFAIIn/)
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 08.24.17 – Model S/X Demand, Powerwall & Powerpack Updates, Model 3 Battery, SpaceX appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Apple’s autonomous vehicle project
– Tesla referral reward program
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 08.23.17 – Apple’s Project Titan & Tesla Loot Box appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Uber and Tesla: Would a merger make sense?
– Tesla vs. Michigan
– Model 3 Depreciation
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 08.22.17 – Uber and Tesla Merger? Tesla vs. Michigan and Model 3 Depreciation appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Tesla Network and driver profile updates
– Model 3 white interior and VIN107 sighting
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 08.21.17 – Tesla Network & Model 3 Updates appeared first on TechCast Daily.
Tesla Daily: Tesla News & Analysis
In this episode:
– Tesla Model 3 delivery event reaction
– Getting to know Tesla Daily
Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Music by Evan Schaeffer
The post 08.20.17 – Model 3 Delivery Event & Getting to Know Tesla Daily appeared first on TechCast Daily.
