➤ 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
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

➤ 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

Coinbase Referral: coinbase.com/join/maurer_x4q
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

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

➤ Morgan Stanley increases TSLA price target to $810 per share in updated note, calls Tesla “the chosen one”
➤ FSD Beta drives from Los Angeles to Silicon Valley: https://youtu.be/XPrsRM2cxGs
➤ Report on Tesla Model Y gross margin in China
➤ Rivian reportedly raising capital at new valuation

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Plaid producer Who Why
Plaid producer Ice Lakes Investments
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
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 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

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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