Tesla Daily: Tesla News & Analysis

By Rob Maurer

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store.


Category: Technology

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast

Subscribers: 507
Reviews: 4

John Kape
 Jun 10, 2021
Concise and objective Podcaster. Great find for me.

Eric Neely
 May 5, 2020
Great podcast full of facts. Quick and to the point with no fluff.

Mike M
 Oct 24, 2018
Awesome podcast. Very concise recap of Tesla news and excellent analysis.

J.
 Oct 3, 2018
Excellent and very informative podcast about Tesla financials and production. Rob does an incredible job of presenting facts without the hype with insightful analysis. No clickbait here. Just the daily updates you need.

Description

Tesla Daily is a podcast covering all things Tesla, Inc., published every weekday. News on Tesla Motors, Tesla Energy, Tesla Solar, and Tesla Network is discussed in a concise and consistent manner, making it easy to stay up-to-date on the latest from Tesla. Dedicated to keeping investors and customers well-informed, Tesla Daily host Rob Maurer provides analysis and opinions on Tesla as a company, TSLA stock, and the future of the many industries Tesla competes in. Additionally, Tesla Daily covers major news from Elon Musk's SpaceX, Neuralink, and The Boring Company.

Episode Date
Production Rumors, Autopilot Test, Indonesia, Uber (05.16.22)
12:51

➤ Production rumors on Giga Berlin and Giga Shanghai
➤ TSLA underperforms broader market
➤ Bridgewater Associates sells out of TSLA
➤ 4680 batteries at Tesla Automation in Germany
➤ Elon Musk hosts president of Indonesia
➤ FSD Beta 10.12 update
➤ Tesla Autopilot tested by AAA
➤ Uber adds feature for requesting EVs
➤ Tesla Semi orders
➤ Elon Musk participates in All In summit

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 17, 2022
Twitter Deal on Hold, Tesla Re-Evaluates India (05.13.22)
05:17

➤ Elon Musk announces Twitter acquisition is on hold
➤ TSLA stock rallies with market
➤ Tesla re-evaluates plans for India
➤ Shanghai officials comment on lockdown status

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 13, 2022
Margin Loan, Court Ruling, PPI, Supercharging Prices, Wisconsin, SpaceX (05.12.22)
08:31

➤ Elon Musk is reportedly seeking additional equity financing to allow further adjustment of margin loan for Twitter acquisition
➤ PPI report in line with expectations
➤ TSLA volume hits 3-month high
➤ Update on Giga Shanghai production
➤ Court makes ruling in Tesla, Elon Musk lawsuit
➤ Tesla reportedly raises Supercharger prices
➤ Tesla finds delivery loophole in Wisconsin
➤ Quebec announces funding for Starlink

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 13, 2022
A Message For Tesla Investors (05.11.22)
12:59

➤ Thoughts on the current market and TSLA stock’s decline
➤ Video with Pierre Ferragu: https://youtu.be/jWww2-JdYx4?t=324
➤ Consumer Price Index increases above expectations
➤ Toyota operating income falls below Tesla’s, warns on materials costs
➤ Tesla begins exports from Shanghai for Q2
➤ Elon Musk comments on next version of FSD Beta
➤ Panasonic discusses Tesla’s battery demand
➤ Volkswagen announces new EV plans for US
➤ Rivian reports first quarter earnings

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 11, 2022
Musk Talks Tesla, Ridiculous Demand, China, Company X, Twitter (05.10.22)
14:43

➤ Elon Musk explains Tesla’s lead, ridiculous demand, production constraints, and more in interview with Financial Times: https://youtu.be/VfyrQVhfGZc
➤ China Passenger Car Association reports April sales and production numbers
➤ Confusing reporting on the status of Giga Shanghai production
➤ Update on German EV incentives

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 11, 2022
Earnings Estimate Nonsense, Shanghai Update, Musk/Straubel, Twitter (05.09.22)
12:18

➤ TSLA continues falling as markets decline
➤ Morgan Stanley updates Tesla forecasts
➤ JP Morgan sends new communication on stock split
➤ Update on Giga Shanghai production upgrades
➤ Elon Musk set to speak with JB Straubel at Financial Times conference
➤ Musk meets with EU official, plans to meet President of Indonesia
➤ Twitter acquisition uncertainty rises with tech selloff
➤ Germany reportedly seeking to increase EV credits
➤ Rivian lockup period ends ahead of earnings

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 09, 2022
New Impact Report, Shanghai Update, Nickel, Prices, FSD Beta (05.06.22)
18:22

➤ Tesla has released their annual impact report, disclosing new information on their competitive advantages
➤ Report on Giga Shanghai suggests return to full production
➤ Tesla secures new nickel contract
➤ Tesla raises prices in Canada
➤ Elon Musk provides update on FSD Beta

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 06, 2022
TSLA, Berlin Expansion, Shanghai Production, Twitter Updates, Starlink (05.05.22)
11:58

➤ Markets remain volatile as Nasdaq drops five percent to 52-week low
➤ Tesla reportedly seeking additional land to expand Giga Berlin
➤ Report on Giga Shanghai production level
➤ Tesla publishes Moss Landing video
➤ Elon Musk files updated Twitter paperwork disclosing new investors
➤ CNBC reports on Twitter CEO
➤ SpaceX announces new Starlink feature
➤ The Boring Company begins initial work on Austin-area project
➤ Lucid reports first quarter earnings

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 06, 2022
Markets & Tesla Rally on Fed Clarity (05.04.22)
08:14

➤ Stock markets rise as Federal Reserve raises interest rates
➤ Fed Chairman Jerome Powell comments on policy, economic outlook
➤ Tesla appears to add new feature to refreshed Model S and Model X
➤ Automakers report US sales declines in April
➤ Lucid earnings upcoming

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 04, 2022
China Expansion Plans, Shareholder Meeting, Twitter Re-IPO, EU, Supercharging, Apple (05.03.22)
12:59

➤ Tesla reportedly plans massive production expansion in China
➤ Elon Musk reportedly plans to re-IPO Twitter eventually
➤ Tesla schedules annual meeting, date of record
➤ Tesla seeks to hire EU public policy influencer
➤ Third-party Supercharging expansion continues in Norway
➤ Store employee compensation adjusted by Tesla
➤ Apple car update
➤ AMD beats earnings expectations

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 03, 2022
Musk's Sales, Margin Call Risk, Amended 10-K, Stock Split, Shanghai, Macro (05.02.22)
15:21

➤ Discussing Elon Musk’s TSLA stock sale and the implications for Musk’s Twitter acquisition
➤ Elon Musk’s margin call risk questioned
➤ Tesla files amended 10-K annual filing, may need further updates
➤ Annual meeting not yet scheduled
➤ Updates on Tesla in China
➤ Global Equities Research note
➤ FSD Beta update
➤ Battery infrastructure funding
➤ Macro calendar

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 03, 2022
TSLA Suppressed As Market Waits For Musk Clarity + Tech Earnings (04.28.22)
14:37

➤ TSLA continues to under-perform as the market waits to see if Elon Musk is selling the stock
➤ Understanding Form 4 filings
➤ Apple and Amazon post highly-anticipated earnings reports
➤ Ruling in Solar City enrichment court case
➤ Update on Shanghai
➤ Elon Musk gives insight on Twitter plans
➤ SpaceX’s Starlink has a new partner

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 28, 2022
Musk Denied By Courts In SEC Battle, Twitter Updates, Ford Earnings, Lucid (04.27.22)
09:14

➤ Market momentarily stabilizes as more earnings reports come in, including Ford’s
➤ Court rules on Elon Musk’s attempts to limit SEC settlement agreement
➤ Twitter 8-K filing discloses more details on acquisition agreement
➤ Lucid announces 100,000 vehicle order

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 27, 2022
TSLA Crashes, Musk Financing Concerns, 10-Q, Stock Split, Documentary (04.26.22)
12:40

➤ TSLA stock crashes in worst day for Nasdaq in over a year
➤ New 13D filing provides more details on Musk’s Twitter financing
➤ Discussing margin call risk in relation to the Twitter acquisition
➤ Rumor on Tesla stock split
➤ Tesla files 10-Q quarterly filing
➤ Elon Musk meets with Indonesian officials on battery supply
➤ India discourages importing Teslas from China
➤ The New York Times and FX partner on Musk documentary
➤ Ford starts production of F-150 Lightning, talks EV goals

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 26, 2022
Twitter Accepts Offer, Funding Secured Conversations Disclosed, Leaked Gates Text, Avis, F-150 (04.25.22)
14:23

➤ Twitter announces unanimous board decision to accept Elon Musk’s acquisition offer
➤ Conversations between Elon Musk and Saudi PIF revealed in new court documents
➤ Leaked Bill Gates texts to Elon Musk confirm TSLA short position
➤ Avis adds Tesla vehicles to rental fleet
➤ Ford shares F-150 Lightning production target
➤ The Boring Company announces Hyperloop plans
➤ Scheduling update

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 25, 2022
S&P Refuses Investment Grade Rating For Tesla, China Updates, Bill Gates (04.22.22)
14:15

➤ S&P Global comments on Tesla’s credit rating following Tesla’s earnings report, still refuses to upgrade Tesla to investment grade
➤ Updates on Tesla in China
➤ Bill Gates reportedly short TSLA stock

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 23, 2022
X Holdings, Tender Offer, Earnings Analysis, Boring Company (04.21.22)
14:32

➤ Elon Musk has disclosed the formation of three companies under the name of X Holdings
➤ Analysis of the purpose of X Holdings
➤ Musk secures financing for potential Twitter tender offer — how will it affect Tesla shareholders?
➤ Analysts increase price targets following Tesla’s earnings report
➤ Further discussion on Tesla’s earnings
➤ The Boring Company raises $675M

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 22, 2022
Quick Recap: Tesla Reports Q1 Earnings (04.20.22)
02:53

➤ Quick summary of Tesla’s Q1-22 earnings report
➤ Earnings call and reaction: https://youtu.be/iEo4muI-rYg
➤ Earnings report and letter: https://youtu.be/VoA4DcktdEQ

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 20, 2022
Preview: Tesla Q1-22 Earnings Report Expectations (04.19.22)
26:04

➤ Tesla is set to report earnings and analyst consensus estimates may be setting Tesla up for a big beat
➤ Full Q1 2022 Tesla earnings preview with Rob Maurer

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 19, 2022
New Musk Interviews, ARK Price Target, Shanghai Reopening, Berlin, Insurance, Energy, Mobile Connector (04.18.22)
20:12

➤ Elon Musk discusses Tesla scaling to extreme scale, Tesla AI, merging companies, listing SpaceX on the public market, and much more in two new interviews
➤ Texas: https://youtu.be/YRvf00NooN8
➤ TED: https://youtu.be/YRvf00NooN8
➤ ARK Invest publishes new TSLA model and price target for 2026
➤ Previous ARK video: https://youtu.be/FVnSFIpwY3o
➤ Giga Shanghai reportedly set to restart production
➤ Giga Berlin production reports by German media
➤ Piper Sandler lowers TSLA price target
➤ Tesla expands Tesla Insurance to new states
➤ Tesla and PG&E activate huge energy storage project
➤ Mobile connector no longer included as standard equipment
➤ Ford halts retail orders for Mustang Mach-E

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 19, 2022
Elon Musk Attempts To Buy Twitter For $43B (04.14.22)
22:22

➤ Elon Musk has formally submitted an offer to buy Twitter for $43 billion

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 14, 2022
Lithium Pump & Dump, Questionable "Roadmap", PPI, Morgan Stanley, Ford (04.13.22)
11:44

➤ Fake report leads to pump and dump of lithium mining stock
➤ PPI report comes in higher than expected
➤ Analyzing a so-called “leaked” Tesla product roadmap
➤ Discussing the battery on Tesla’s new Model Y
➤ Morgan Stanley issues new Tesla note
➤ Ford announces launch date for F-150 Lightning and new Lincoln EV concept

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 14, 2022
New Model Y Price, Margin Potential, CPI, Balance Sheet Discussion, Honda, Toyota (04.12.22)
15:55

➤ Tesla may be on the cusp of generating next-level margins
➤ Consumer Price Index report comes in mixed, with interesting takeaways
➤ Giga Shanghai rumors
➤ Discussing Tesla’s balance sheet in the current environment
➤ Large new Tesla location planned for St. Petersburg
➤ Honda announces electrification plans
➤ Toyota unveils specs for new EV available in North America

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 13, 2022
Takeaways From Cyber Rodeo, China Updates, Pricing, US Government Meeting, Twitter Board (04.11.22)
17:19

➤ Rob Maurer discusses his thoughts after attending Tesla’s Cyber Rodeo event at Giga Texas
➤ Details on Tesla’s new Model Y variant
➤ New feature on Tesla’s Cybertruck
➤ Shanghai updates lockdown policies
➤ China Passenger Car Association reports sales and production for March
➤ Tesla raises prices in the US
➤ US government includes Elon Musk in EV meeting
➤ Elon Musk reverses course on joining Twitter’s board of directors

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 12, 2022
Cyber Rodeo Prep, China Lockdowns Continue, CATL, Volkswagen, Toyota, Rivian (04.06.22)
11:26

➤ Tesla prepares Giga Texas for Cyber Rodeo event
➤ Analyst issue notes and price target updates following Q1 delivery report
➤ China lockdowns continue to threaten production, supply chains impacted
➤ Report on Giga Berlin energy requirements
➤ CATL makes progress on factory in Germany
➤ Volkswagen discusses volume and growth plans
➤ Toyota exploring vision-only autonomous driving
➤ Rivian reports Q1 delivery and production numbers

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 06, 2022
Sales Growth in Europe, Musk Joins Twitter Board, GM-Honda Partnership, Volkswagen (04.05.22)
12:57

➤ Top markets in Europe report Q1 sales showing Tesla’s growth dominance
➤ Looking ahead at the macro calendar
➤ Tesla launches Model Y in Israel
➤ Elon Musk joins Twitter board of directors with ownership condition
➤ Morgan Stanley shares institutional investor opinions on Musk’s Twitter involvement
➤ GM and Honda announce expanded EV partnership
➤ Volkswagen struggles with OTA software updates
➤ Scheduling update

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 05, 2022
Elon Musk Buys Huge Twitter Stake, Giga Shanghai Halt Continues, TSLA Rallies (04.04.22)
15:36

➤ Elon Musk has disclosed the acquisition of nearly 75 million shares of Twitter stock, making him the largest individual shareholder
➤ TSLA stock rallies after delivery report
➤ Tesla schedules Q1 earnings
➤ Giga Shanghai production halt continues despite conflicting report
➤ Giga Texas gets prepped for Cyber Rodeo event
➤ Tesla releases FSD Beta update
➤ Elon Musk comments on Supercharger margins
➤ Polestar and Hertz announce EV partnership
➤ Delivery report livestream follow up

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 05, 2022
Forecast: Q1 Delivery and Production Report (04.01.22)
12:09

➤ Rob Maurer discusses his expectations for Tesla’s Q1 delivery and production report, what to watch for, and what we might learn for the rest of the year
➤ GM, Toyota, Nissan, and other automakers report US sales
➤ YouTube Link: https://youtu.be/BQ1GFmsoNyE

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 01, 2022
Shanghai Shutdown Extended, Boring Company Rumor, Solar Roof, Vision Patent, Canada (03.31.22)
10:11

➤ Tesla reportedly extends production halt at Giga Shanghai
➤ Analyzing a strange rumor on The Boring Company
➤ TSLA outperforms in Q1
➤ Tesla reportedly stops scheduling new Solar Roof installations
➤ Patent explaining Tesla’s autonomy approach published
➤ New third-party subscription offer features Tesla
➤ Canada announces emissions reduction plan

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 31, 2022
Mining Exec Highlights Tesla's Lead, Important Nickel Contract, Defense Act, Giga Shanghai, Credit Suisse (03.30.22)
12:01

➤ Mining executive talks about Tesla’s materials advantage
➤ Tesla reportedly closes on supply contract with major nickel producer
➤ President Biden reportedly considering Defense Production Act as soon as this week
➤ Lockdowns continue in Shanghai, impacting Tesla supplier
➤ Credit Suisse issues note ahead of delivery and production report
➤ Gene Munster discusses Tesla’s advantages on CNBC

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 31, 2022
New Giga Press, Giga Berlin, Morgan Stanley Note, FSD Beta, Geofencing, SEC (03.29.22)
11:38

➤ Tesla supplier announces event to show off new, larger Giga Press casting machine
➤ Giga Berlin continues with deliveries, including first outside of Germany
➤ Drone footage inside factory offers comparison with competition: https://youtu.be/IO5XC1x27gg
➤ Cadillac LYRIQ production: https://youtu.be/JxY8FPDB1T4
➤ Morgan Stanley note on TSLA stock split
➤ Elon Musk comments on FSD Beta in Europe
➤ Discussing geofencing of FSD
➤ Tesla/Elon Musk respond in SEC dispute
➤ Lotus unveils all-electric SUV

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 29, 2022
Stock Split Announcement, Karpathy, Giga Shanghai, Musk Talks Tesla Bot (03.28.22)
13:31

➤ TSLA stock rallies after stock split announcement
➤ SEC’s proposed settlement distribution plan ruled on by court
➤ Deutsche Bank ups Tesla earnings estimates
➤ Tesla’s director of artificial intelligence, Andrej Karpathy, takes a sabbatical
➤ Tesla reportedly halts production at Giga Shanghai again
➤ Elon Musk discusses Tesla Bot in new interview (https://bit.ly/3wMg8MM)
➤ Tesla applies for energy storage permit at Giga Texas
➤ NHTSA makes determination on emissions fines

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 29, 2022
Research & Development, Goldman Sachs Note, FSD Priority, LG, Musk (03.24.22)
12:19

➤ Analyzing Tesla’s research and development spending compared to competition
➤ Goldman Sachs has lowered automotive industry forecasts, but raised Tesla expectations
➤ Tesla corrects FSD loophole
➤ LG plans to invest in US battery factory
➤ Elon Musk plans to leave short-lived board stint
➤ Tesla Daily schedule update

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 24, 2022
Streak Continues, Morgan Stanley Notes, Regulatory Credits, Hertz, Shell, SpaceX (03.23.22)
10:02

➤ Tesla stock continues impressive run as broader market fades
➤ Looking ahead at the last week of Q1
➤ Morgan Stanley shares thoughts on Tesla’s Master Plan Part 3
➤ SEC and Tesla discussed regulatory credit reporting
➤ Hertz updates EV page to include Tesla Model Y
➤ Shell offers Tesla vehicle subscriptions
➤ Giga Texas updates
➤ Stellantis and LG announce multi-billion dollar battery factory
➤ Toyota buys back stock
➤ SpaceX raises prices on launches and Starlink

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 23, 2022
TSLA Rockets, Giga Berlin Opens, & Elon Musk Shares Insane Growth Targets (03.22.22)
13:09

➤ Elon Musk’s comments at Giga Berlin explain why Wall Street is still not properly forecasting Tesla’s growth
➤ Tesla delivers first vehicles from Giga Berlin
➤ TSLA stock has best day in months
➤ Giga Fest Texas gets approved
➤ China delivery estimates extended again
➤ SEC responds to Tesla and Elon Musk in legal battle
➤ Nancy Pelosi discloses TSLA trading action
➤ CATL scouts battery factory locations in North America
➤ Nickel finally trades without halting on LME

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 22, 2022
Elon Musk’s “Extreme” Master Plan Extends Beyond Tesla (03.21.22)
11:23

➤ Elon Musk comments on the scope of the next “Master Plan”
➤ Tesla set for first deliveries from Giga Berlin
➤ Nickel prices returning to normalcy
➤ Jefferies issues updated TSLA note
➤ New Tesla energy project in Australia
➤ Tesla China shares new Giga Shanghai manufacturing video
➤ GM begins production of Cadillac LYRIQ
➤ Updates on SpaceX

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 21, 2022
Search Interest Spiking, China Production Updates, Supply Chain, Drones, Megapack, Lucid (03.18.22)
10:23

➤ Interest in Tesla Model Y sees unprecedented spike along with electric vehicle search activity
➤ Giga Shanghai resumes production
➤ Semiconductor supply chain pressure increases due to earthquake
➤ Tesla asks drone operators to stop filming
➤ Megapacks continue to pile up at Giga Nevada
➤ Update on FSD Beta in Canada
➤ Lucid CEO discusses pricing, supply chain issues
➤ GM recalls a small number of EV Hummers
➤ Update on The Boring Company

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 18, 2022
Master Plan, Part 3 (03.17.22)
13:13

➤ Elon Musk announces a Master Plan, Part 3 is in the works for Tesla
➤ Update on water supply for Giga Berlin
➤ Tesla reportedly delays $1B bond sale
➤ Conflicting report on Giga Shanghai production status
➤ London Metals Exchange reopens nickel trading
➤ Ford F-150 Lightning efficiency revealed
➤ Maserati announces EV plans
➤ The Boring Company to enter negotiations with San Antonio

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 17, 2022
Shanghai Halt, Rates, Morgan Stanley IR Meeting, Software Clues, Diess, Apple (03.16.22)
12:35

➤ Morgan Stanley tours Tesla’s Fremont factory and meets with Tesla’s investor relations team
➤ Federal Open Market Committee concludes March meeting, raises rates
➤ Giga Shanghai reportedly halts production
➤ Global Equities Research issues new TSLA note
➤ New references found in Tesla’s software
➤ Herbert Diess shares revelation regarding Tesla
➤ Apple car project update
➤ The Boring Company updates

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 16, 2022
Analyzing Tesla's Huge Price Increases, Labor Secretary, Tesla Insurance, Hardware 4 (03.15.22)
12:17

➤ Tesla implements one of their biggest price hikes ever just one week after raising prices
➤ Mixed PPI report
➤ Rumor on Tesla orders
➤ US Labor Secretary meets with Elon Musk
➤ Tesla Insurance looking to expand to two new states
➤ FSD hardware 4.0 reference reported in new software

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 15, 2022
New Model Y? + Musk Challenges Putin, FSD Beta 10.11, China Updates, Ford, Stellantis (03.14.22)
14:58

➤ New documents show details of updated Model Y
➤ Tesla stock continues to struggle with macro headwinds
➤ Elon Musk challenges Vladimir Putin
➤ Tesla & SpaceX costs rising according to Elon Musk
➤ Tesla begins releasing FSD Beta 10.11 with many changes
➤ Some factories shut down in parts of China, other concerns increase
➤ Model S and Model X show up at Giga Shanghai
➤ US Senators advocate for Defense Production Act for battery materials
➤ Ford discusses dealerships under new business structure
➤ Stellantis CEO believes they will catch up with Tesla
➤ US changes regulations involving autonomous vehicles

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 15, 2022
Interview: Former Tesla Board Member Steve Westly (03.11.22)
44:42

➤ Former Tesla board member Steve Westly joins Rob Maurer to discuss Elon Musk, Tesla, disruption, energy, venture capital, and more

Timestamps
0:00 Intro
0:45 Westly Group focus
2:50 Disruption of conservative industries
4:44 Finding Tesla
8:44 Becoming a board member
10:44 Tesla’s early / present-day ambition
14:28 Current EV landscape
17:37 Tesla’s growth
20:53 Volkswagen & China
24:08 Ford’s EV Split
28:07 Impacts of autonomy
29:23 Luminar
32:32 Tesla Energy & Solar
36:16 Regulatory policies & California migration
40:00 Early stage interests
44:07 Rob’s promise

Westly Group: https://westlygroup.com

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 12, 2022
Price Increases, Inflation, Orders, FSD Beta, Rivian Earnings (03.10.22)
10:28

➤ Tesla raises prices in the US and China
➤ Core CPI continues to rise
➤ Tesla’s order rates reportedly spike
➤ Elon Musk provides FSD Beta update
➤ Giga Texas production continues
➤ Grimes discloses second child with Elon Musk
➤ Waymo lists vision-only challenge
➤ Rivian reports earnings with shocking operating expenses

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 11, 2022
SEC Distribution, Giga Fest, Delivery Day, Tesla Speed, Autopilot, Ukraine, Amazon (03.09.22)
09:52

➤ The SEC finally submits Tesla settlement distribution plan after more than three years
➤ Tesla Texas Giga Fest details
➤ Giga Berlin delivery date set
➤ German politician uses new Tesla term
➤ Tesla passes BMW in the US
➤ Tesla responds to senators’ Autopilot inquiry
➤ Leaked email gives insight on Tesla’s policies regarding Ukraine
➤ Ukraine receives more Starlink terminals
➤ Porsche to halt production
➤ EPA reinstates state-level emissions policies
➤ Amazon announces stock split, share buyback

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 10, 2022
US Bans Russian Oil, Russia Plans Export Bans, China Production, SEC Settlement Pushback (03.08.22)
12:31

➤ US announces ban on import of Russian oil and natural gas
➤ EU announces plans to reduce Russian natural gas dependence
➤ Russia plans to halt exports to select countries
➤ Nickel futures pricing continues surging, ends up halted
➤ CPCA reports sales and production for Tesla in China in February
➤ Tesla & Elon Musk seek to terminate SEC settlement agreement
➤ Model Y order holders in Germany asked to confirm account details
➤ Elon Musk to speak at TED 2022

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 09, 2022
Commodity Prices Surge, Musk on FSD Beta, Berlin Water, Giga Fest, GM, SpaceX (03.07.22)
11:18

➤ Nickel prices skyrocket as commodity supply chain uncertainty increases
➤ Elon Musk comments on progress of FSD Beta
➤ More information on status of Giga Berlin water supply
➤ Tesla seeks Giga Fest approval
➤ GM and POSCO announce cathode production factory plans
➤ Ukrainian President Zelensky thanks Elon Musk

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 08, 2022
Berlin Approved, Water Supply, Production Rumors, Panasonic, Wait Times, Trinity, Sony (03.04.22)
13:23

➤ Tesla receives final approval for Giga Berlin
➤ Court rules that water supply permit needs correction
➤ Rumors on Giga Berlin and 4680 production
➤ More information on Panasonic’s reported US factory plans
➤ Elon Musk meets with Chinese ambassador
➤ Delivery wait times extended
➤ President Biden mentions Tesla again
➤ Morgan Stanley issues TSLA note
➤ Volkswagen shares more information on next-gen EV plans
➤ Sony and Honda announce intent to partner

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 04, 2022
Rivian Backtracks, Giga Berlin, Panasonic, Plaid, Canada, Lucid (03.03.22)
13:44

➤ Rivian backtracks on price changes, apologizes to customers
➤ Tesla reportedly set to receive final approval for Giga Berlin
➤ New NHRA rule impacting Model S Plaid
➤ Elon Musk comments on FSD Beta for Canada
➤ Class action lawsuit against Tesla and Elon Musk
➤ Panasonic plans new US factory
➤ Comments on Lucid 10-Q filing

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 04, 2022
Ford Splits Business, Rivian Raises Prices, Musk Comments, Lithium, Polestar (03.02.22)
13:08

➤ Ford announces split of EV and ICE business units
➤ Rivian announces significant price increases
➤ Elon Musk comments on State of the Union address
➤ Report on Giga Berlin
➤ Tesla locks in new lithium supply contract
➤ Polestar shows off roadster concept

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 03, 2022
China Sales, Recall, Accident, Cybertruck, Waymo/Cruise (03.01.22)
08:11

➤ Expected domestic Tesla sales in China reported for February
➤ Tesla recalls a minuscule number of Model S vehicles
➤ Fatal Tesla accident after vehicle reportedly loses power
➤ Cybertruck spotted in Fremont flyover
➤ Volkswagen warns of more production halts
➤ California Public Utilities Commission issues new autonomous driving permits for Cruise and Waymo

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 02, 2022
Berlin Approval Finally Happening? + Ukraine Support, Texas Model Y, Panasonic 4680, Lucid (02.28.22)
12:38

➤ Reports out of Germany indicate final approval for Giga Berlin may finally be happening
➤ More new Model Ys at Giga Texas and new VIN reported
➤ FSD Beta request button comes to Canada
➤ Tesla and SpaceX offer support to Ukraine, demonstrating their value
➤ Panasonic makes announcement on 4680 batteries
➤ Bernstein increases TSLA price target by 50%
➤ Lucid reports earnings
➤ TechMeme podcast: https://open.spotify.com/episode/14JW6x7C0YphE327sj74D7?si=895d12ca4ac84b21

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 01, 2022
Energy Independence, Plaid Motors, Model Y, SEC Updates, FSD Beta, Megapack (02.25.22)
11:34

➤ Munro & Associates astounded by examination of Tesla’s new Plaid electric motors
➤ Daiwa Securities upgrades TSLA stock rating
➤ Report of possible Texas-made Model Y VIN
➤ Elon Musk comments on insider trading investigation
➤ SEC proposes new short selling reporting requirements
➤ Elon Musk gives target for FSD Beta in Canada
➤ Tesla Energy project completed in Alaska
➤ Tesla wins JD Power award for home charging
➤ Volkswagen and Ford halt some production

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 26, 2022
Russian Invasion, Next Gigafactory, Texas Model Y, Court Response, Insider Trading, Farley (02.24.22)
16:16

➤ Reuters reports on imminent new factory for Tesla
➤ Volatility as Russia invades Ukraine
➤ Report on Giga Texas Model Y and EPA certification
➤ Rumored production milestone for Giga Berlin
➤ Court responds to Tesla’s letter regarding SEC’s behavior
➤ SEC reportedly investigation Musks for insider trading
➤ Ford CEO explains Tesla’s competitive advantages with brutal honesty
➤ NHTSA investigates Honda for unintended braking

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 25, 2022
Elon Musk Comments on White House, SEC, DOJ + Shanghai Expansion, Lawsuit (02.23.22)
11:12

➤ Elon Musk comments on relationship with White House, battle with the SEC, and Department of Justice investigation of short sellers
➤ Tesla stock drops to five-month low
➤ Tesla files to expand parts production at Giga Shanghai
➤ Former Tesla employee files racial discrimination and safety lawsuit
➤ SpaceX helps reconnect Tonga

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 24, 2022
SEC Accusation, Giga Berlin, Model S, Games, Software, Model Y, Fleets, Energy (02.22.22)
17:45

➤ Tesla claims SEC leaked information regarding investigation after court-filed letter from Tesla
➤ SEC responds to Tesla’s original claims
➤ Bloomberg misrepresents situation in report on Giga Berlin
➤ Tesla registers insurance company in Germany
➤ Tesla temporarily halts Model S production for upgrades
➤ Elon Musk comments on next-generation gaming progress
➤ Rumors on Tesla’s software goals
➤ Aptiv CEO explains Tesla’s software lead
➤ Tesla delivers first Model Y vehicles in the UK
➤ Strong resale value for Model Y in China
➤ Tesla launches fleet sales page
➤ CATL investment near Giga Shanghai
➤ Major Tesla energy project halts operations
➤ West Virginia bill seeks to ban over-the-air updates
➤ Volkswagen rumored to seek Porsche IPO
➤ Lucid issues first recall

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 23, 2022
4680 Production Ramp, Casting Patent, Uber Rumor, SpaceX Split, Ford, Ultium (02.18.22)
13:49

➤ Tesla shares significant 4680 battery milestone which hints at production ramp progress
➤ New Tesla casting patent published
➤ Rumor on Tesla and Uber drivers
➤ Reuters compares automotive recalls
➤ SpaceX plans to split stock
➤ Ford rumored to consider splitting off EV business
➤ Thoughts on GM’s Ultium batteries
➤ The Boring Company completes proposal for Miami tunnel

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 19, 2022
Pushback on SEC, New NHTSA Investigation, Texas Model Y, Consumer Reports (02.17.22)
12:56

➤ Tesla and Elon Musk push back on the SEC
➤ NHTSA opens new investigation into Tesla Autopilot over phantom braking
➤ More than 100 Model Y vehicles spotted outside of Giga Texas
➤ Tesla offers new retrofit in China
➤ Consumer Reports replaces Model 3 on top-recommended EV list
➤ Decision on state flexibility for emissions standards expected soon
➤ Clarification on lithium discussion

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 18, 2022
US Investigating Tesla Short Sellers + Huge Lithium Supply Contract, Hummer EV (02.16.22)
12:19

➤ United States Department of Justice reportedly investigating more short sellers for conspiracy (https://bit.ly/3JypkY1)
➤ FOMC meeting minutes published
➤ Tesla signs massive lithium contract
➤ China factory rumors
➤ Footage from inside Giga Texas posted on Snapchat
➤ NHTSA approves change to headlight regulation
➤ Tesla rapidly rising in brand consideration
➤ FSD Beta comments
➤ All-electric Hummer specs
➤ Herbert Diess “ask me anything” recap

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 17, 2022
Short Seller Returns, Musk Donates $5.5B, Reverse Summon, South Korea, SpaceX (02.15.22)
12:04

➤ Famed Tesla short seller David Einhorn discloses new short position against TSLA
➤ Elon Musk discloses $5.5 billion dollar charitable donation
➤ PPI report comes in higher than expected
➤ Reverse Summon rumored to be expanding internally
➤ CNBC reports on FSD Beta
➤ Tesla updates VIN methodology
➤ South Korea questions Tesla’s marketing and sales process
➤ GM announces production restart date for Chevy Bolt
➤ SpaceX and Starlink updates

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 16, 2022
4680 Battery Info, Texas Model Y, China Production, Potter Note, Super Bowl (02.14.22)
15:20

➤ New Model Y vehicles spotted at Giga Texas
➤ Leaked information on Tesla’s 4680 production rate and yield
➤ CPCA reports on Tesla sales and production numbers for January
➤ BYD rumored to supply Tesla with blade battery in March
➤ Tesla expands non-Tesla Supercharging
➤ Tesla increases Model Y paint prices in Germany
➤ Piper Sandler increases TSLA price target
➤ Super Bowl brings unprecedented amounts of EV advertisement

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 15, 2022
An Announcement (02.11.22)
11:58

➤ Join Rob Maurer for an announcement

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 12, 2022
Here’s How I Think About Tesla & Inflation (02.10.22)
13:10

➤ Stock market and TSLA react to inflation news and interest rate expectations
➤ California DFEH moves forward with legal action, Tesla issues response
➤ Yet another over-the-air recall issued by Tesla
➤ Tesla China selects location for design center
➤ Tesla directors leaves for Ford
➤ Canadian automotive supply chain pressure
➤ Toyota reduces production guidance again

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 11, 2022
Giga Berlin Updates, Transportation Secretary, Heat Pump, Crashes, Model X, Roadster (02.09.22)
13:54

➤ Multiple updates on Giga Berlin approval timeline
➤ Transportation Secretary Pete Buttigieg comments on Tesla
➤ Tesla files over-the-air recall for heat pump issue
➤ Past Tesla crashes resurface
➤ Global Equities Research issues TSLA update
➤ Elon Musk comments on Model X ramp problems
➤ Franz von Holzhausen discusses Tesla Roadster progress
➤ Herbert Diess schedules Reddit AMA

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 10, 2022
President Biden FINALLY Says Tesla + Senators Question Elon Musk (02.08.22)
09:18

➤ President Biden mentions Tesla for the first time in his presidency
➤ CNBC reports on steering electronic control units
➤ Berlin water supply hearing is delayed
➤ European Union to discuss new emissions standards inclusive of PHEV data
➤ Senators question Autopilot design in open letter to Elon Musk
➤ Volvo announces mega castings

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 08, 2022
SEC Subpoena, 10-K Takeaways, China Update, App Store, Starlink (02.07.22)
15:46

➤ Tesla discloses a subpoena from the SEC in regards to corporate governance
➤ Tesla sets new capital expenditures target for 2024, adjusts deferred revenue expectations
➤ Checking in on Giga Shanghai over Chinese New Year
➤ Wall Street Journal article highlights strong Tesla demand
➤ Tesla rumored to be building app store
➤ Ford announces temporary production halts
➤ SpaceX sends team to Fiji

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 08, 2022
Munro on Model S Plaid, Tesla Innovation, Ford Earnings Call, BMW (02.04.22)
14:12

➤ Munro & Associaties continue teardown of new Plaid Model S, praising Tesla’s innovation
➤ Tesla shows off Berlin paint shop processes
➤ New patent may simplify production for Tesla
➤ Ford discusses EV plans and profitability on earnings call
➤ BMW CEO comments on electrification

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 05, 2022
Earnings, Tesla Passes Ford, Morgan Stanley Note, Recall, Texas, White House, Starship (02.03.22)
11:19

➤ Tesla just passed Ford on this key metric
➤ Extreme market volatility continues as major earnings reports come in from Amazon and others
➤ Morgan Stanley releases new note on Tesla
➤ Tesla issues voluntary over-the-air recall
➤ Texas receives new battery permit application from Tesla
➤ Supply constraints reportedly hit Tesla’s Solar Roof
➤ US Commerce Secretary comments on Tesla and Elon Musk
➤ Elon Musk sets time for Starship update

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 04, 2022
White House Officials Comment on Tesla "Issue", Panasonic 4680, Giga NY, GM Earnings (02.02.22)
13:43

➤ White House officials comment off the record on President Biden’s refusal to acknowledge Tesla
➤ Washington Commanders use Tesla vehicles in brand launch
➤ Elon Musk’s attorney comments on Tesla “funding secured” saga due to ongoing lawsuit
➤ Panasonic provides update on 4680 battery cell development
➤ Update on Tesla’s New York factory job requirements
➤ GM reports earnings, comments on EV plans
➤ Volkswagen plans huge EV production capacity in China
➤ Apple patent renews interest in car
➤ SpaceX releases new Starlink product
➤ Tesla China releases new video: https://youtu.be/wdIaa1bLgR0

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 03, 2022
Credit Suisse | Tesla Checks All The Boxes (01.31.22)
10:19

➤ Credit Suisse upgrades TSLA stock rating following Tesla’s Q4 earnings report
➤ Deutsche Bank issues note after meeting with Tesla Investor Relations
➤ Tesla continues to expand Supercharger pilot program
➤ New feature for Performance Model 3 in China
➤ Interactive Brokers founder shares insight on Tesla investors
➤ Chinese New Year begins

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 01, 2022
Diving Deeper on Tesla/Amazon, Product Updates, FSD, Solar (01.28.22)
12:47

➤ Does the comparison of Tesla and Amazon’s business hold up to further scrutiny?
➤ ARK Invest returns to buying TSLA shares
➤ Tesla product updates
➤ Elon Musk comments on FSD and Tesla Solar
➤ Another piece of Tesla’s guidance
➤ Looking ahead to next week

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 28, 2022
The Market Is Wrong About Tesla (01.27.22)
14:19

➤ Tesla stock has dropped hard after Tesla’s Q4 earnings report, here is what investors need to understand about what how TSLA is currently being priced
➤ New Cybertruck photos
➤ Moody’s upgrades Tesla’s debt rating

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 28, 2022
Recap: Tesla Reports Q4-21 Earnings (01.26.22)
19:54

➤ Rob Maurer recaps Tesla's Q4-21 earnings report and conference call

➤ Earnings report reaction: https://youtu.be/7Spfjjm2Vss

➤ Earnings call and reaction: https://youtu.be/pirz73JTD-Y

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 27, 2022
Preview: Tesla Q4-21 Earnings Report (01.25.22)
45:38

➤ Rob Maurer previews Tesla's Q4 earnings report with detailed forecasts and consensus estimates
➤ YouTube link: https://youtu.be/aH9XycsAjrk

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 25, 2022
Wild Market Volatility, New Cybertruck, Supercharging, Lawsuit, Panasonic (01.24.22)
13:39

➤ Leaked photos and videos of new Cybertruck prototype show new details
➤ Wild market volatility continues heading into huge week
➤ Rumor on Tesla Supercharging rates
➤ Tesla files lawsuit against investment bank
➤ Tesla’s Fremont factory recognized for production level
➤ International updates
➤ Report on Panasonic’s 4680 battery cell progress
➤ Lamborghini talks EV plans
➤ GM plans new insurance offering
➤ Rob on Hyperchange: https://youtu.be/mcPZp-E96MA

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 25, 2022
Live: Tesla Discussion, Markets & Netflix, Q&A (01.21.22)
30:13

Join Rob Maurer for a live discussion and Q&A on Tesla.

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 22, 2022
VW CEO Admits Targets “Close to Impossible", Tesla Insurance Expansion, Steel Dynamics, Cold Weather (01.20.22)
11:43

➤ Volkswagen CEO Herbert Diess comments on Volkswagen’s electrification plans, supply chain, and more
➤ Tesla expands insurance offering to more states
➤ Steel Dynamics comments on Tesla supply rumors
➤ Tesla files for registration of new trademark
➤ Canadian Tesla owners voice issues with new cold weather updates
➤ Elon Musk comments on air suspension feature

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 21, 2022
Berlin Vehicles in Norway, New Potter Note, Solar Roof, Safety Score, Toyota, Ford (01.19.22)
11:47

➤ Vehicles produced at Giga Berlin spotted outside the country
➤ Piper Sandler analyst Alex Potter issues updated note ahead of Tesla’s Q4 earnings report
➤ Tesla updates Solar Roof financing
➤ Elon Musk comments on Tesla Safety Score expansion
➤ Toyota cuts production plans, lowers guidance due to semiconductor shortages
➤ Ford to recognize huge gain from Rivian investment

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 20, 2022
Analyst Note Demonstrates Tesla's Upside, Macro, Ford, Stellantis, Dawn Project (01.18.22)
18:56

➤ New TSLA note from Credit Suisse demonstrates why the market is missing the story on Tesla, again…
➤ Nasdaq continues to struggle as yields rise
➤ Tesla increases price of FSD in the United States
➤ Following up on graphite supply chain
➤ Ford partners with ADT to copy Tesla
➤ Stellantis CEO spreads doubt on EVs
➤ CNBC interview Dan O’Dowd about Dawn Project

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 19, 2022
Ad Campaign Attack, Autopilot Safety Analysis, FSD Beta, Law Firm, NHTSA, Gigafactory Updates (01.17.22)
33:08

➤ Tesla is criticized in full-page ad in the New York Times
➤ Analyzing Tesla’s newest safety data
➤ FSD Beta 10.9 rollout, plus news on expansion
➤ Tesla reportedly asks law firm to fire lawyer from past SEC case
➤ NHTSA in discussion with Tesla over heat pump issues
➤ Important updates from Giga Texas
➤ Elon Musk discusses Berlin travel plans
➤ Supply chain updates
➤ Ryzen processor confirmed to impact vehicle range
➤ Indian state courts Tesla

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 18, 2022
Model Y Updates, Giga Berlin, Dogecoin, China Rates, Cybertruck (01.14.22)
13:07

➤ Tesla updates Model Y in European design studio
➤ Performance Model Y vehicles spotted at Berlin factory
➤ Elon Musk rumored to visit Giga Berlin
➤ Tesla begins accepting Dogecoin on select merchandise
➤ More videos on Giga Shanghai vehicle exit rate
➤ Additional thoughts on possible Cybertruck delay
➤ Nasdaq will be closed on Monday, January 17

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 15, 2022
Cybertruck Reports, Automaker Shutdowns, China Production, Tesla Court Case, UI, Macro (01.13.22)
13:13

➤ Media reports on Cybertruck delays
➤ US government reports PPI, initial jobless claims
➤ Automakers halt vehicle production in China
➤ China MIIT reports Tesla December production
➤ Model Y sales rank well in China
➤ Ford hits $100B valuation
➤ Tesla request rejected in court
➤ Elon Musk comments on new Tesla UI

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 14, 2022
Inflation Outlook, Tesla's Speed, Analyst Updates, Factory News, China, Volkswagen (01.12.22)
13:16

➤ Tesla puts one of their main competitive advantages on display
➤ Discussing US inflation report and near-term outlook
➤ Analyst updates from Morgan Stanley and Global Equities Research
➤ Brandenburg Economic Minister Jörg Steinbach comments on Giga Berlin water supply case and factory approval
➤ Update on Giga Texas
➤ More information on China sales
➤ Volkswagen reports full-year EV sales
➤ Tesla adjusts Model X Plaid options
➤ Elon Musk comments on Tesla in India
➤ Tesla schedules Q4 earnings report

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 13, 2022
Ridiculous Solar Proposal, Cold Weather Update, China Sales, Berlin, Texas, Macro (01.11.22)
12:15

➤ Tesla is pushing back on a California proposal which could hurt the entire US (https://bit.ly/3neQ47q)
➤ Update on macro environment
➤ Update on Tesla cold weather performance
➤ CPCA reports Tesla China sales for December
➤ Timeline for Giga Berlin water dispute resolution
➤ New equipment spotted at Giga Texas
➤ GM launches new financial product

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 12, 2022
FSD Pricing Discussion, Tesla Energy Growth Plan, Analyst Updates, Nickel Supply, Shanghai, Cold Weather (01.10.22)
16:23

➤ Discussing Tesla’s recent decisions ahead of the Q4 earnings report and product roadmap update
➤ Marco economic calendar check
➤ Tesla reportedly discusses aggressive growth plan for Tesla Energy, Megapack updates
➤ Analyst updates from Wedbush, Goldman Sachs, Morgan Stanley, and Global Equities Research
➤ Tesla secures US-based nickel contract
➤ Giga Shanghai output videos
➤ Reports of cold weather issues

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 11, 2022
Apple Adds Tesla to Peer Group, Tesla Semi, Berlin Temporary Approval, CATL (01.07.22)
10:11

➤ Apple adds Tesla to peer group
➤ TSLA stock continues to fall alongside tech/growth
➤ Megacharger spotted at Pepsi facility, new Semi rumors
➤ Giga Berlin granted new temporary approval
➤ CATL factory near Giga Shanghai reportedly progressing rapidly
➤ TSLA investor has shares seized by government after fraud charges
➤ UK Model Y update
➤ Tesla safety video: https://youtu.be/5Y0PUqFhBWE
➤ Toyota talks solid-state battery plans

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 07, 2022
Confusion on Tesla China Reporting + AMD Retrofit, Tesla Megapack (01.06.22)
09:49

➤ Clarification on Tesla Giga Shanghai workforce reporting
➤ Report on Giga Texas
➤ IG Metall sets up shop near Giga Berlin
➤ News on possible processor retrofitting
➤ Tesla performs well in UK in 2021
➤ Tesla unveils Megapack project in Texas

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 07, 2022
Markets Tank, TSLA Follows, Gigafactory Updates, Lawsuit, Silverado EV, Amazon (01.05.22)
14:31

➤ Nasdaq has worst day in nearly a year, continuing massive two-day decline
➤ Comparing TSLA stock performance to previous similar periods
➤ Federal Reserve releases December meeting minutes
➤ Updates on Giga Berlin and Giga Shanghai
➤ Update on Nikola Motors lawsuit of Tesla
➤ Redwood Materials announces partnership involving Tesla Gigafactory
➤ GM announces all-electric Silverado pickup and two other EVs at CES
➤ Amazon and Stellantis announce interesting partnership
➤ Sony announces intent to explore EV production

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 06, 2022
Why Tesla Dropped as Ford & GM Popped + Tesla China Criticism, Solar News (01.04.22)
13:19

➤ TSLA stock drops after big start to the year, Ford and GM lead S&P 500
➤ Ford announces increased EV production plans
➤ GM loses top market share position
➤ Tesla criticized for actions in China
➤ More analyst updates
➤ Latest on the status of the EV tax credit
➤ Daimler unable to complete recall

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 05, 2022
Huge Day for Tesla as Markets React to Q4 Delivery Report (01.03.22)
14:33

➤ TSLA stock sees biggest dollar gain ever after reporting Q4 deliveries and production
➤ Analysts react to Tesla’s report with a mix of hesitation and price target increases
➤ More information on Tesla’s Model S recall
➤ California PUC change may hamper solar adoption: https://bit.ly/3pMTPCC
➤ Tesla tops the market in Norway, Switzerland
➤ Giga Texas may soon start production
➤ Apple surpasses $3T valuation

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 04, 2022
Analyzing Tesla's Excellent Q4 Delivery/Production Report (01.02.22)
27:59

➤ Join Rob Maurer for a discussion on Tesla's Q4-21 delivery and production report

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 03, 2022
Q4-21 Delivery and Production Estimates (12.30.21)
20:08

➤ Rob Maurer walks through estimates for Tesla’s Q4 delivery and production numbers and how they may compare to Wall Street’s consensus expectations

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 30, 2021
Musk Completes Stock Sale, 3/Y Hardware Updates, New Partnerships, Northvolt, Waymo (12.29.21)
10:06

➤ Elon Musk finally concludes sale of TSLA stock
➤ Looking ahead at the schedule for the rest of the year
➤ Tesla makes some hardware changes on Model 3 and Model Y
➤ German hypermarket chain announces Supercharging plans
➤ Tesla sponsors Formula SAE
➤ Australian publication awards Tesla Model 3
➤ Northvolt begins battery production
➤ Waymo announces new OEM partnership
➤ Hyundai adjusts hydrogen plans

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 30, 2021
Lex Fridman Interviews Musk, Analyst Notes, China Updates, Hyundai (12.28.21)
12:02

➤ Elon Musk discusses Tesla autonomy and Tesla Bot with Lex Fridman: https://youtu.be/DxREm3s1scA
➤ Argus Research raises TSLA price target
➤ Wedbush reiterates TSLA price target
➤ Global Equities Research visits Fremont factory
➤ China domestic December sales teaser
➤ China set to change foreign investment rules
➤ Hyundai closes engine development division

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 28, 2021
Production Capacity, FSD Beta 10.8, New UI, Model X, Berlin, Long Tailpipe (12.27.21)
12:51

➤ Discussion on Tesla’s production rate at Giga Shanghai after new drone flyover videos: https://youtu.be/VvVJcW6gN5I
➤ Tesla releases FSD Beta 10.8 and new user interface in holiday update
➤ Refreshed Model X update
➤ New employee comments on Giga Berlin battery production
➤ Tesla Megapack project in Hungary
➤ Yale University studies vehicle supply chain emissions: https://bit.ly/3EylCL5

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 28, 2021
TSLA, Consumer Reports, NHTSA, FSD Beta, Shipping, Graphite, Charging (12.23.21)
09:25

➤ Consumer Reports criticizes Tesla’s driver monitoring implementation
➤ Elon Musk continues selling TSLA stock
➤ NHTSA comments on Tesla investigation
➤ News on FSD Beta 10.8, premium connectivity
➤ Tesla signs huge shipping contract
➤ Tesla agrees to graphite supply contract
➤ Grant application may hint at future Supercharger strategy
➤ Rear-wheel drive Model Y on EPA site for 2022

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 23, 2021
Musk on Babylon Bee, Comments on Stock Sale, Berlin Documents, Software Updates, NHTSA (12.22.21)
09:15

➤ TSLA stock has best day since Elon Musk began selling stock
➤ Musk clarifies stock sale intentions in Babylon Bee interview
➤ German state comments on Giga Berlin status
➤ Tesla software updates
➤ Fremont Fire Department called to Tesla Fremont facilities
➤ NHTSA opens another investigation of Tesla

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 22, 2021
Deutsche Bank Meeting, Holiday Software Update, Emissions Requirements, IIHS, Semi (12.21.21)
12:04

➤ Deutsche Bank investor note covers meeting with Tesla on 4680 batteries, margins, FSD Beta and more
➤ Tesla releases firmware version 2021.44.25
➤ EPA releases new emissions requirements through 2026
➤ IIHS tests Tesla Model Y safety
➤ New customers orders 10 Tesla Semis
➤ Tesla adds wireless charger to shop
➤ Nikola settles with SEC

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 22, 2021
Is Musk Done Selling? + EV Tax Credit, Guggenheim, Texas, Berlin, Old Batteries, Nio ET5 (12.20.21)
16:12

➤ Elon Musk comments on his tax bill for the year leading to questions on the status of his stock sale
➤ Guggenheim initiates coverage of Tesla stock
➤ Update on the status of the US federal EV tax credit
➤ Elon Musk gives timeline for Giga Texas party
➤ Brandenburg prime minister comments on Giga Berlin approval
➤ Tesla using old batteries in new inventory vehicles
➤ Chinese battery supplier reportedly agrees to supply deal with US automaker
➤ Couple delivers baby in a Tesla en route to hospital
➤ Nio unveils new Nio ET5
➤ Cruise dismisses CEO

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 21, 2021
Musk Attacked in Warren Ad Campaign, "Investor" Lawsuit, Product Updates, Texas, Tax Credit, Rivian Earnings (12.17.21)
13:01

➤ Lawsuit filed against Tesla for Elon Musk’s recent tweets
➤ Senator Elizabeth Warren takes out ads against Elon Musk
➤ Tesla launches insurance product in another state
➤ New features for refreshed Model S/X
➤ Elon Musk comments on eventual Giga Texas size
➤ Fremont Police Department provides update on shooting
➤ Update on US federal EV tax credit status
➤ Catching up on Elon Musk’s stock sale
➤ GM delivers first EV Hummer
➤ Rivian files first earnings report

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 18, 2021
Toyota Suddenly Backtracks on EVs, Elon Musk Stock Sale, Tesla to Accept Doge (12.14.21)
06:58

➤ Toyota suddenly backtracks on past electric vehicle comments, updates EV targets
➤ Elon Musk continues TSLA stock sale
➤ Daiwa Capital Markets increases TSLA stock price target
➤ Tesla will begin accepting Dogecoin on merchandise
➤ Fremont Police Department investigating suspicious death at Tesla factory
➤ Elon Musk responds to Senator Elizabeth Warren

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 15, 2021
TSLA Stock Continues Dropping, Elon Musk Recognized by TIME, Tesla Product Updates (12.13.21)
13:25

➤ TSLA stock closes below $1,000 per share for first time since October
➤ Elon Musk recognized as TIME person of the year (https://bit.ly/3DQ5xQv)
➤ Hardcore History with Elon Musk: https://youtu.be/T_Fa50Zc_3Y
➤ Tesla China November production numbers reported
➤ Tesla Semi may have started test production
➤ Tesla updates Roadster webpage
➤ Elon Musk comments on Cybertruck prototype
➤ Model 3/Y top premium segment in the US
➤ Tesla releases FSD Beta 10.6.1, Musk comments on 10.7
➤ New merchandise added to Tesla Shop
➤ Paraguay reportedly interested in Tesla Energy products
➤ Canada continues to push back on proposed US EV tax credit structure

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 14, 2021
New Cybertruck Prototype Spotted + Tesla Halts S/X Orders Outside North America (12.10.21)
20:55

➤ Drone flyover spots new Cybertruck prototype on Tesla's Fremont test track (https://youtu.be/8NkRT_y9zms)
➤ Elon Musk jokes about quitting
➤ New Form 4s for Elon Musk's TSLA stock sale
➤ Tesla stops taking orders for Model S/X outside of North America
➤ Mary Barra discusses GM's EV position
➤ Department of Justice investigating short selling hedge funds

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 10, 2021
Elon Musk Laughs Off Tesla Bear Case, Investor Meetings, NHTSA, China, Energy, Volkswagen (12.09.21)
13:59

➤ Elon Musk responds to Tesla bear case
➤ Tesla reportedly meets with buy-side investors, shares details on Giga Berlin and Giga Texas
➤ NHTSA in contact with Tesla in regard to some screen functionality while driving
➤ China Passenger Car Association releases year-to-date by model sales
➤ Tesla partners with Genex on Australian battery project
➤ Missy Cummings back in the news
➤ Volkswagen and Herbert Diess resolve recent uncertainty

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 10, 2021
November China Sales, Street-High Price Target, Teaser, Texas, 3/Y Features, Plaid, Energy (12.08.21)
16:14

➤ China Passenger Car Association reports Tesla China sales for November
➤ New street-high TSLA price target
➤ Tesla China teases announcement on December 10
➤ More activity at Giga Texas
➤ Possible feature and hardware updates for Model 3 and Model Y
➤ Model S Plaid shows better charging capability
➤ Neoen and Tesla activate Victorian battery project
➤ Update on US federal EV tax credit
➤ President Biden tweet references Tesla
➤ Ford F-150 Lightning update

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 09, 2021
Musk Discusses Cybertruck, Tesla Bot, Neuralink, Starship and More + UBS Note, Mobileye IPO, Volkswagen (12.07.21)
16:12

➤ Elon Musk joins The Wall St. Journal CEO Council to discuss Cybertruck, Tesla Bot, Neuralink, Starship and more (https://youtu.be/lSD_vpfikbE)
➤ UBS issues updated analyst note, increases TSLA price target
➤ China November sales numbers expected soon
➤ Giga Texas activity increasing
➤ Model Y RWD order holders asked to update configuration
➤ Intel plans to IPO autonomous driving unit Mobileye
➤ Reports on Volkswagen management and possible Porsche spinoff

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 07, 2021
Reported SEC Investigation, Autonomy Exposé, FSD Beta 10.6, Giga Berlin, Charging, Rivian, Lucid (12.06.21)
17:28

➤ Tesla reportedly under SEC investigation regarding Tesla Solar
➤ Ford clarifies F-150 Lightning timeline
➤ RBC Capital increases TSLA price target
➤ Elon Musk to be interviewed on Wall St. Journal’s CEO Council (https://on.wsj.com/3GiJ14p)
➤ New York Times publishes exposé on Autopilot / FSD development
➤ Tesla releases FSD Beta 10.6, update on lockout
➤ Report on court hearing possibly impacting opening date for Giga Berlin
➤ Supercharger / Megacharger updates
➤ First set of Rivian price targets released
➤ Lucid subpoenaed by the SEC

Tesla Daily episodes on Walmart lawsuit of Tesla:
1. https://bit.ly/3DvPDKU (4 minutes in)
2. https://bit.ly/3pQ6Av9 (3 minutes in)
3. https://bit.ly/3DzEPLP (4.5 minutes in)

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 06, 2021
New Cybertruck Variant, Stock Sale Update, FSD Beta 10.6, Mobile App, Recall, Megapack (12.03.21)
09:18

➤ Elon Musk announces new version of the Cybertruck and confirms feature
➤ Catching up on Elon Musk’s TSLA stock sale
➤ FSD Beta 10.6 timeline
➤ Tesla mobile app update
➤ Model Y recall in China
➤ Megapacks spotted in large numbers at Giga Nevada
➤ Tesla supplier discusses Giga Press on earnings call
➤ Ford reportedly delays F-150 Lightning deliveries

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 04, 2021
China November Sales Rumor, Volkswagen/Diess, S&P Rebalancing, Cyber Products (12.02.21)
10:25

➤ Rumored Tesla China sales for November look strong in context of previous quarters
➤ Handelsblatt reports latest news on Volkswagen / Herbert Diess future
➤ Discussion on upcoming S&P 500 rebalancing
➤ Tesla adds a number of “cyber” related products to their store

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 03, 2021
CEO Accidentally Explains Tesla’s Huge Lead, Retracted Shanghai Report, Labeling, Lawsuit, Honda (12.01.21)
13:02

➤ Tesla’s lead in electric vehicles is unwittingly highlighted by Stellantis CEO in interview
➤ Giga Shanghai production report is redacted
➤ Tesla’s Director of AI tweets about auto-labeling process
➤ Verdict in Tesla lawsuit in Norway
➤ Report on Porsche Taycan battery issues
➤ Honda CEO pushes off electrification

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 02, 2021
Musk Emails SpaceX Employees About Bankruptcy Risk, Tesla Giga Press Partnership, Giga Texas, Tax Credit, Follow-Ups (11.30.21)
15:41

➤ Leaked Elon Musk email to employees highlights “genuine risk of bankruptcy” amid engine production challenges
➤ Tesla Giga Press supplier discusses design process, Tesla’s ambitious targets, broader automotive adoption
➤ New comments from Michigan senators on US federal EV tax credit status
➤ More information on approval process for Giga Texas
➤ Further discussion of Mary Barra’s comments
➤ Following up on Giga Berlin works council efforts
➤ Rooftop solar hits milestone in South Australia

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 01, 2021
Gigafactory Updates, Leaked Musk Email, GM Denies Tesla Leadership Position, Product Roadmap, Price Targets (11.29.21)
20:08

➤ Rumors/reports on Tesla’s factories in Berlin, Shanghai, and Texas
➤ New street-high price targets on TSLA stock
➤ Leaked Elon Musk email to Tesla employees
➤ GM CEO Mary Barra denies Tesla’s leadership position: https://youtu.be/-XGGlQPvT1s
➤ Elon Musk comments on Cybertruck, plans product roadmap update
➤ Nissan announces electric vehicles roadmap for 2030

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 30, 2021
Billion Dollar Funding Rejected by Tesla, Giga Shanghai Expansion, Part/Price Updates, Rivian (11.26.21)
10:34

➤ Stock market drops on new concerns
➤ Catching up on Elon Musk’s ongoing TSLA stock sale
➤ Tesla declines over $1B in funding for battery factory in Germany
➤ Tesla reportedly expanding Giga Shanghai
➤ First made-in-China Model Y Performance vehicles are delivered
➤ New part updates
➤ Price increases in China and Canada
➤ Rivian reportedly delays R1S

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 26, 2021
Unionization in Berlin? + Volkswagen to Meet on Diess, Waypoints, Megacharger, England (11.23.21)
10:12

➤ Tesla workers in Berlin plan to establish election committee for works council
➤ Volkswagen supervisory board reportedly meet on CEO Herbert Diess’s future
➤ Tesla adds stops feature in new software update
➤ Musk comments on Model S in China
➤ New permit for Tesla Megacharger
➤ Tesla appoints new legal counsel
➤ England establishes EV charging requirements
➤ Japan adjusts EV incentives
➤ GM starts production of all-electric Hummer, sets delivery date target

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 24, 2021
Elon Musk Gives “Final Warning”, Leaked Email, Giga Berlin & Texas Updates (11.22.21)
09:10

➤ Elon Musk comments on JP Morgan lawsuit
➤ Leaked Elon Musk email gives insight into management style
➤ Updates on Giga Berlin as public commentary period ends
➤ Tesla files registration paperwork for Giga Texas
➤ Tesla starts education program in Austin
➤ Discussion on CNN’s review of Tesla’s FSD Beta
➤ IDRA Group to hold open house (https://bit.ly/3nF1UIv)
➤ GM provides production update on Chevy Bolt

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 23, 2021
Interview: Tesla's Position of Strength w/ Alex Potter (11.20.21)
01:32:25

Alex Potter joins Rob Maurer to discuss the strength of Tesla's business, excellent Q3 results, challenges for competitors, short to long-term outlooks, valuation methodology, various business lines, FSD Beta, Tesla Insurance, Rivian, Lucid, and more.

0:00 Tesla's Q3 results
3:35 Tesla's margins
8:51 Legacy automaker challenges
12:12 EV awakening & secondary impacts
20:50 Can Tesla's growth rate accelerate?
25:39 Is this a transitory period?
30:18 Structural profitability
33:12 Tesla compared to Amazon
36:19 Valuation methodology
44:03 Investor regret
45:37 Tesla service business & warranty reserves
59:27 Are legacy auto bankruptcies coming?
1:12:35 FSD Beta
1:21:21 Elon Musk stock sale
1:25:06 EV SPACs, Rivian, and Lucid
1:31:40 Rob's hair...

Disclosures for universe of: Alex Potter
1. I or a household member has a financial interest in the securities of the following companies: none
2. I or a household member is an officer, director, or advisory board member of the following companies: none
3. I have received compensation within the past 12 months from the following companies: none
4. Piper Sandler beneficially owns 1% or more of a class of the following companies: none
5. Piper Sandler has had a client relationship or has received compensation for investment banking services from the following companies within the past 12 months: ACVA, DASH, LILM, SFT, TSP, UBER, VRM
6. Piper Sandler expects to receive or intends to seek compensation for investment banking services from the following companies in the next 3 months: LILM
7. Piper Sandler was a managing underwriter of a public offering of, or a dealer manager of a tender offer for, the securities of the following companies within the past 12 months: ACVA, DASH, SFT, TSP
8. Piper Sandler has had a client relationship and has received compensation for non-investment banking securities related products or services in the past 12 months for the following companies: none
9. Piper Sandler has had a client relationship and has received compensation for non-securities services in the past 12 months for the following companies: none
10. Piper Sandler is a registered market maker for the following companies: none
11. Piper Sandler will buy and sell securities on a principal basis for the following companies: ACVA, APTV, ASPN, CARG, CVNA, DASH, LILM, LYFT, NIU, SFT, TSLA, TSP, UBER, VRM

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 21, 2021
TSLA Closes Strong, Split Speculation, Tesla Energy, Berlin, Biden, Lawsuits (11.19.21)
14:15

➤ TSLA stock finishes the week up 10%
➤ Speculation running rampant of potential TSLA stock split
➤ Wedbush Securities raises TSLA price target
➤ Tesla discloses Powerwall installations
➤ New Megapack project in the UK
➤ Giga Berlin activity update
➤ Budget containing US federal EV tax credit moves to next step
➤ President Biden comments on EV progress
➤ Tesla updates Model 3 in China
➤ Updates on lawsuits against Tesla
➤ New Tesla app update
➤ Volkswagen production
➤ SpaceX update
➤ Schedule update

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 20, 2021
JP Morgan Sues Tesla, NTSB Concludes Investigation, Musk Sale Continues (11.16.21)
10:55

➤ JP Morgan is suing Tesla in relation to disagreement regarding “funding secured” saga (https://bit.ly/3niGY9X)
➤ Elon Musk continues selling TSLA stock as more options are exercised
➤ NHTSA confirms information request on FSD Beta collision
➤ NTSB concludes 2020 Tesla investigation
➤ Update on US federal EV tax credit timeline
➤ Volkswagen makes changes in China
➤ Investment funds add Tesla stock
➤ Infrastructure bill changes headlight laws

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 17, 2021
Musk Explains Stock Sale, Excellent China Production, Semi Updates, Starlink, Toyota (11.15.21)
11:22

➤ Elon Musk explains the mechanics of his ongoing sale of Tesla stock
➤ Reported China production numbers
➤ Tesla Semi spotted charging, Musk comments on Pepsi deliveries
➤ Starlink receivers spotted at Tesla locations
➤ Toyota teams up with other companies on engine development
➤ Canada comments of US EV credit structure
➤ Motor Trend selects 2022 car of the year

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 16, 2021
More Price Increases, Stock Sale Passes 5M Shares, China Model Y Update, Beta 10.5, Norway (11.12.21)
14:24

➤ Elon Musk continues selling TSLA stock
➤ Tesla raises prices for the fourth time this quarter
➤ Model Y range and acceleration updated in China design studio
➤ Elon Musk gives an update on FSD Beta 10.5
➤ Tesla sales in Norway

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 12, 2021
First FSD Beta Collision Reported, Latest on Musk Sale, New Feature, S/X Updates, Tax Credit (11.11.21)
12:03

➤ First FSD Beta crash reported to NHTSA
➤ Catching up on the remaining Form 4’s filed by Elon Musk to sell TSLA stock, and where things go from here
➤ Updates to Model S and Model X expected delivery timelines
➤ Jay Leno’s Garage featuring Model S finally airs
➤ New feature coming to Tesla vehicles
➤ More police fleets adopt Teslas
➤ Update on US federal EV tax credit

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 12, 2021
Musk Reports Sale of Tesla Stock, Rivian Completes IPO, Texas Land, China Model Y, BMW, Emissions (11.10.21)
14:54

➤ Elon Musk files Form 4 disclosing sale of Tesla stock, but some uncertainty remains
➤ Bank of America increases TSLA price target
➤ Elon Musk tied to new land purchase in Texas
➤ Wait times grow for Model Y in China
➤ Rivian completes initial public offering as shares soar
➤ BMW resorts to incomplete vehicles due to supply issues
➤ Select governments and automakers commit to zero-emissions vehicles while others abstain
➤ Nvidia shares more details on next-generation autonomous driving product
➤ Australia commits funding for EV charging

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 11, 2021
TSLA's Biggest Drop: Did Musk Sell? + Infrastructure Bill, Hertz, FSD Hardware, Tesla Canada, Legacy CEOs (11.09.21)
12:37

➤ Tesla’s valuation drops by nearly $150B in one day, its biggest single-day drop ever
➤ Was the drop driven by Elon Musk selling stock?
➤ Congress passes trillion dollar infrastructure bill
➤ Hertz completes re-listing on Nasdaq, comments on Tesla deal
➤ Tesla begins replacing cameras for FSD in older vehicles
➤ Quebec confirms discussions with Tesla
➤ Tesla Toronto Automation
➤ Ford / Volkswagen CEOs comment on Tesla
➤ Rivian prepares for IPO

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 10, 2021
Elon Musk's Stock Sale Explained, Q4 Production Outlook, Analyst Updates, Tesla Semi, Price Changes, Energy (11.08.21)
22:41

➤ Elon Musk has committed to selling 10% of his Tesla stock after conducting a Twitter poll — here are the important details behind this decision
➤ Numbers reported in China suggest a massive Q4 may be materializing
➤ Multiple analysts increase TSLA price targets
➤ PepsiCo CEO discuss Tesla Semi plans and timeline
➤ Tesla increases prices yet again
➤ Tesla granted important energy permit

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 09, 2021
Interview: Tesla's Exciting Path Forward with Pierre Ferragu (11.05.21)
46:59

Pierre Ferragu of New Street Research joins Rob Maurer on Tesla Daily to discuss Tesla's excellent Q3 results, Tesla Insurance, FSD Beta, battery strategy, outlook for 2022, and more.

Timestamps:
0:00 Intro
0:28 $1,298 TSLA price target
1:51 Reaction to Tesla's Q3 earnings and TSLA price run
11:49 4680 battery game theory
20:20 Thoughts on FSD Beta
24:50 Tesla Insurance
39:02 Institutional investor discussions
40:40 Supply chain and 2022 outlook

You can find Pierre on Twitter @p_ferragu
New Street Research: https://www.newstreetresearch.com

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 05, 2021
China Production Rumors, EV Credit Changes, 4680's, FSD Beta, SpaceX (11.04.21)
12:29

➤ Rumors surface on Tesla’s production rate at Giga Shanghai
➤ Tesla removes 0% down financing option
➤ TSLA sets another all-time high closing price
➤ New changes made to EV tax credit proposal
➤ Panasonic shares more details on plans for 4680 batteries
➤ Elon Musk tweets about new features, FSD Beta updates
➤ GM’s Cruise completes first driverless ride
➤ Update on Hong Kong Tesla Fest
➤ More info on Volkswagen
➤ SpaceX update

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 05, 2021
TSLA Rises After Fed Meeting, Uber “Partnership”, China Factory, Volkswagen, Rivian IPO (11.03.21)
09:33

➤ Stock markets, TSLA stock rise after Federal Reserve meeting
➤ Details on reported Tesla / Uber partnership
➤ Factory rumors for Tesla in China
➤ Tesla Canada shares video highlighting employees and various projects
➤ Internal Volkswagen conflict continues
➤ Rivian IPO filing reveals new details

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 04, 2021
Musk Says No Hertz Contract, Avis Comments, FSD Beta OTA Recall, Vehicle Updates, Berlin/Texas (11.02.21)
12:48

➤ Elon Musk says Tesla and Hertz have not agreed to a contract yet
➤ Rental company Avis is asked about the Hertz order on earnings call
➤ Tesla files recall related to FSD Beta rollback on version 10.3
➤ Tesla makes a number of design studio updates, including range and acceleration changes
➤ Elon Musk laments regulatory barriers in Berlin
➤ Battery equipment spotted at Giga Texas

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 02, 2021
Opening Supercharger Network, New Solar Roof Tile, Lithium, Financing, Tesla Fest, EV Credit (11.01.21)
16:43

➤ Tesla just unlocked a hidden revenue stream worth billions of dollars
➤ TSLA rally continues as Tesla stock closes at all-time high
➤ Tesla reportedly updates Solar Roof solar tiles
➤ Tesla locks in lithium supply contract
➤ New financing option introduced in China
➤ Tesla Hong Kong teases “Tesla Fest” next week
➤ Model Y “coming soon” to Hertz?
➤ Latest news on the US federal EV tax credit
➤ BMW CEO makes some interesting comments
➤ Black Cybertruck photo?
➤ Current & former Tesla board members sell TSLA stock
➤ SpaceX publishes Starbase video (https://youtu.be/TeVbYCIFVa8)

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 02, 2021
Battery Supply Rumors, Pushback on Union EV Credit, Model Y/X Updates, Toyota EV (10.29.21)
09:13

➤ TSLA stock closes out the week with a 22% gain
➤ Report on Tesla battery supply for 2022
➤ Performance Model Y spotted at Giga Shanghai
➤ New Model X info from EPA documents
➤ Tesla files recall for small number of Model 3 / Model Y vehicles
➤ Republican senators push back on union EV tax credit
➤ Toyota unveils new electric vehicle

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 30, 2021
EV Tax Credit Update, China October Sales, NTSB & NHTSA, Volkswagen, Fiat Chrysler (10.28.21)
15:39

➤ White House release new $1.75T budget framework
➤ Detailed framework (pg. 1,240): https://bit.ly/3nDhx1P
➤ Rumor on Tesla China sales for October
➤ NTSB chair comments on NHTSA and Missy Cummings
➤ Volkswagen CEO reschedules investor meeting due to works council conflict
➤ Fiat Chrysler emissions scandal update

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 28, 2021
New TSLA Price Target, GM's Misleading Comments, New Features, Hertz, Ford, Lucid (10.27.21)
17:40

➤ TSLA stock gets price target increases from Goldman Sachs, Citigroup, and Piper Sandler
➤ GM announces Q3 earnings, CEO Mary Barra comments on electric vehicles plans
➤ Ford announces Q3 earnings, raises outlook
➤ Hertz partners with Uber & Carvana, Hertz CEO shares more insight on Tesla order
➤ Ron Baron shares most recent thoughts on Tesla stock
➤ Sentry Mode updates
➤ FSD Beta news
➤ EV tax credit update
➤ Lucid Air battery pack size revealed

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 28, 2021
Dojo Whitepaper, China Production, Q4 Outlook, New Colors, 10-Q (10.26.21)
15:53

➤ Tesla publishes Project Dojo whitepaper which Elon Musk notes “is more important than it may seem at first”
➤ Tesla China production report and implications for Q4 production numbers
➤ New Tesla colors show up in app
➤ Tesla reportedly expands regulatory credit partnership in Europe
➤ New details from Tesla’s 10-Q filing
➤ Update on NHTSA’s Tesla investigation
➤ More information on Hertz’ Tesla order
➤ Lucid prepares to begin deliveries

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 26, 2021
Live Replay: Tesla Crosses $1 Trillion | Hertz, Pricing, Beta Rollback & More + Q&A (10.25.21)
01:06:53

➤ Join Rob Maurer for live discussion on Tesla stock’s biggest day ever and all the news from the last few days

Timestamps:
0:00 Tesla hits $1T
2:00 Hertz / Tesla deal
13:50 Tesla price increases
18:13 FSD Beta 10.3 rollback
20:30 Morgan Stanley price target increase
22:55 Tesla's 10-Q filing
24:03 Tesla China R&D
25:33 Cybertruck
27:13 Panasonic 4680 batteries
28:16 NTSB letter to Tesla
29:29 Rivian deliveries / production rate
30:51 NHTSA update
31:45 Tesla European sales
32:24 Celebrating $1 trillion!
35:10 Q&A

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 25, 2021
$910 TSLA! + Credit Rating Upgrade, Toyota, Apple, SpaceX (10.22.21)
12:10

➤ TSLA stock sets a new all-time high
➤ S&P upgrades Tesla credit rating
➤ Toyota continues to talk down EVs
➤ New reports on Apple’s EV project
➤ BYD battery rumors
➤ SpaceX update
➤ Conversation with Dave Lee: https://youtube/8_sgl9me_q0

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 22, 2021
TSLA All-Time High Close, Analyst Reactions, Berlin Delay, FSD Beta, NHTSA (10.21.21)
12:18

➤ TSLA stock reaches highest closing price ever
➤ Wall St. reacts to Tesla’s Q3 earnings as analysts raise price targets
➤ Giga Berlin approval delayed
➤ Elon Musk provides updates on FSD Beta 10.3, other new features
➤ Secretary of Transportation comments on NHTSA appointment of Missy Cummings
➤ Petition: https://bit.ly/3m2zV4E
➤ NTSB releases preliminary investigation results from April Tesla crash
➤ The Boring Company set to expand in Las Vegas

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 21, 2021
Q3 Earnings Report & Earnings Call Discussion (10.20.21)
25:05

➤ Condensed reaction to Tesla's Q3 earnings report, earnings call, and shareholder letter
➤ Initial reaction to earnings: https://youtu.be/t4u9MSjFq-A
➤ Tesla’s Q3 earnings call and recap: https://youtu.be/zOxG2q3ZeIU

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 21, 2021
Earnings Consensus Estimates Discussion, New NHTSA Appointments, Cybertruck, Giga NY (10.19.21)
14:10

➤ Analyst consensus estimates are set ahead of Tesla’s Q3 earnings report
➤ Understanding the differences between earnings forecasts and how to contextualize Tesla’s results
➤ Bank of America and Morgan Stanley issue TSLA updates ahead of earnings
➤ NHTSA expected to make two new staff appointments
➤ Tesla Cybertruck spotted with side-view mirrors
➤ News on Tesla’s gigafactory in New York

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 20, 2021
TSLA Stock Rallying, Volkswagen Turns to Elon Musk, Model X Deliveries, Germany Energy Plan (10.18.21)
12:00

➤ Volkswagen CEO invites Elon Musk to speak to top VW management
➤ TSLA stock continues to rally towards all-time high
➤ Tesla begins delivering refreshed Model X
➤ Tesla partners to launch electricity plan in Germany
➤ Update on EV tax credit status
➤ Foxconn unveils EV plans

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 18, 2021
Cybertruck Updates, Model X Deliveries, Texas Insurance Launch, New Features (10.15.21)
12:29

➤ TSLA closes off strong week ahead of Q3 earnings
➤ Q3 earnings forecast update
➤ Tesla updates Cybertruck webpage, ordering process
➤ Report on Model X deliveries
➤ Tesla opens UK Model Y design studio
➤ Tesla launches new version of Tesla Insurance in Texas
➤ New mobile app code hints at new product features
➤ US new car sales prices continue to rise
➤ LA Auto Show opens voting for new EV people’s choice awards (https://zevas.laautoshow.com)

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 16, 2021
TSLA Q3 Earnings Preview / Forecasts (10.14.21)
44:18

➤ YouTube link: https://youtu.be/UieeGa82kLw
➤ Rob Maurer walks through his forecast / earnings estimates for Tesla’s Q3 2021 earnings report

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 15, 2021
NHTSA Requests More Info From Tesla, VW Concerned About Jobs, Refresh Battery, Tax Credit (10.13.21)
14:36

➤ NHTSA forces to Tesla to explain why a recall was not issued in regards to a feature update
➤ NHTSA requests information from Tesla on FSD Beta early access program
➤ Volkswagen CEO shares company job loss concerns with Supervisory Board
➤ Tesla reaches new nickel supply agreement
➤ New details on Tesla’s refreshed Model S/X battery packs: https://youtu.be/JRT32j-RZZc
➤ Model 3 tops used car market on interesting metric
➤ House Representatives urge support of union-made EV credit
➤ New chip shortage impacts reported

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 14, 2021
Record China Sales, Lawsuit, Megacharger, FSD Beta, Crash Safety, Recycling, Cybertruck (10.12.21)
12:12

➤ China Passenger Car Association reports record Tesla sales in China for the third quarter
➤ Tesla wins lawsuit against accuser of brake failure and unintended acceleration in China
➤ Tesla Semi Megacharger reportedly being installed at Giga Nevada
➤ Elon Musk comments on further rollout of FSD Beta
➤ Tesla publishes new video on crash testing process (https://youtu.be/9KR2N_Q8ep8)
➤ Possible news on Tesla pricing in India
➤ CATL to invest in battery recycling facility
➤ GM and LG reach agreement on Bolt recall
➤ Lucid reveals Dream Drive
➤ Mattel announces Cybertruck Mega Bloks set

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 13, 2021
New Info From Tesla’s Giga Fest, FSD Beta 10.2 Released, Model X, Burry’s TSLA Options (10.11.21)
13:25

➤ Tesla holds Giga Fest at Giga Berlin, allowing unprecedented access and unveiling new details about the factory
➤ FSD Beta version 10.2 released to broader customer base
➤ Update on status on refreshed Model X
➤ Michael Burry seeks to clarify bet against TSLA stock

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 12, 2021
Earnings Scheduled, 4680 Production Ramp, Solar Roof, Giga Fest, Company X (10.08.21)
12:18

➤ Tesla schedules Q3 2021 earnings report
➤ Discussion on Elon Musk’s comments during Tesla’s annual shareholder meeting and how 4680 battery production may be ramping up
➤ Elon Musk mentions possible Solar Roof “campaign”
➤ Tesla gets set up for Giga Fest in Berlin
➤ Canaccord Genuity raises TSLA price target
➤ Elon Musk likes tweet about Company X conglomerate
➤ The Boring Co makes progress on new project
➤ JB Straubel interviewed by Jason Calacanis: https://youtu.be/aWR5-mo8f1g?t=1358
➤ FSD Beta 10.2 set for release

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 08, 2021
Live Reaction After Tesla 2021 Shareholder Meeting (10.07.21)
12:41

➤ Rob Maurer's reaction and recap following Tesla's 2021 annual shareholder meeting

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 08, 2021
New Tesla Price Increases & Impact, GM Holds Investor Day (10.06.21)
12:48

➤ After relative stability throughout Q3, Tesla has continued raising prices
➤ Discussing Tesla’s margins and material costs
➤ GM holds Investor Day to map out plan and targets for 2030
➤ ARK Invest moves out of NYC
➤ Tesla shareholder meeting on October 7

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 07, 2021
$137M Lawsuit, Rivian Files For IPO, Tesla's Debt, Giga Berlin (10.05.21)
16:13

➤ A jury has ruled against Tesla in a $137 million discrimination lawsuit
➤ Rivian files S1 ahead of initial public offering, revealing new business details
➤ Discussion on Tesla’s debt position
➤ Giga Berlin planned for supplier colocation
➤ Tesla opens shareholder meeting submission process (https://bit.ly/3afdClm)

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 06, 2021
TSLA Stock Outperforms Down Market, Analysts React to Q3 Deliveries, Big Week Ahead, Rivian Lawsuit (10.04.21)
16:06

➤ Tesla stock outperforms weak macro environment following Q3 delivery and production report
➤ A look at the big week ahead for Tesla
➤ Wall St. and analysts react to Tesla’s Q3 delivery report
➤ Chip shortages front and center after quarterly auto industry results
➤ NHTSA provides update on petitioned review of Tesla fires
➤ Tesla files amendment to lawsuit against Rivian
➤ IDRA releases part one of Giga Press series

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 05, 2021
Q3 Delivery/Production Report + Preceding Q&A (10.02.21)
01:34:20

➤ Rob Maurer's live reaction to Tesla's Q3 delivery and production report (first 24 minutes of podcast)
➤ Q&A prior to results being released (rest of podcast after 24 minutes)

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 02, 2021
Volkswagen is Panicking, Model X Update, Megapack Order, Model Y Range, Industry Q3 Sales (10.01.21)
13:50

➤ Volkswagen calls top managers together for “crisis meeting” regarding direction of automotive industry
➤ Elon Musk clarifies FSD Beta rollout timeline
➤ Update on refreshed Model X
➤ New Megapack project in Australia
➤ Tesla updates Model Y range in Tesla China design studio
➤ Automakers report Q3 sales results in the US
➤ EVs dominate Norway in September

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 02, 2021
Why Tesla Could Be Set Up For A Huge Beat - Q3 2021 (09.30.21)
23:13

YouTube link: https://youtu.be/Ogs-AOEvqyg

➤ Join Rob Maurer for a live walkthrough of his delivery and production forecasts for Tesla’s Q3 2021.

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 30, 2021
Elon Musk Interviewed on China, FSD, & More + Tesla ROIC, Investor Sales (09.29.21)
13:52

➤ Takeaways from Elon Musk’s interview with Kara Swisher at the 2021 Code Conference: https://youtu.be/ESIjxVudERY
➤ Elon Musk comments on Tesla’s improving return on invested capital (ROIC)
➤ Wedbush’s Dan Ives issues updated TSLA note ahead of Q3 deliveries
➤ Tesla job listings in Austin
➤ Tesla pushes back on alleged defamation in China
➤ Notable investors disclose sale of Tesla stock
➤ Follow up on UK petrol situation

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 30, 2021
FSD Rollout Plan, September China Sales, Huge Megapack Order, Piper Sandler Note, and More (09.28.21)
13:17

➤ TSLA stock shows relative strength in worst day for Nasdaq in 6 months
➤ Elon Musk explains Tesla’s FSD Beta rollout plan and timeline
➤ Rumored huge month for Tesla China in September
➤ IDRA releases Giga Press teaser video
➤ New Cybertruck video creates possible confusion
➤ Biggest Tesla Energy deal ever reported
➤ Piper Sandler issues updated TSLA note, increasing estimates
➤ Ford announces EV and battery factory plans
➤ Volkswagen accused of using emissions test defeat device software
➤ Lucid announces start of production and delivery dates
➤ UK faces fuel shortage

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 29, 2021
Beta Button and Safety Score, Now What? + Tesla China Production Booming (09.27.21)
12:08

➤ Tesla releases FSD Beta request button and Safety Score Beta, now what?
➤ Zero intervention long FSD Beta drive: https://youtu.be/dRXZ9Mwiuto
➤ California DMV responds to CNBC inquiry on FSD Beta rollout
➤ First look at new Autopilot safety feature in action
➤ Leaked Elon Musk email
➤ New rumor on Giga Shanghai production
➤ China factories face power shortages
➤ Elon Musk comments on Tesla’s status in China
➤ Model Y delivery times move out again
➤ Tesla makes changes to annual shareholder meeting

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 27, 2021
TSLA Stock’s Highest Close in 7 Months, Elon Musk Interview, Production Update (09.24.21)
08:32

➤ TSLA stock ended the week with its highest close in more than 7 months
➤ New rumor on Tesla’s Q3 production
➤ Elon Musk interview for Italian Tech Week (https://youtu.be/4_LAXD-f9e0)
➤ Semiconductor shortage updates
➤ Fremont Police Department adds new Tesla vehicle to fleet
➤ When to expect Tesla’s Q3 delivery and production report

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 24, 2021
Sell Tesla Stock at $3,000? Not So Fast… (09.23.21)
13:04

➤ ARK Invest’s Cathie Wood comments on what ARK would do if Tesla stock rose to $3,000 per share next year
➤ Discussion of a hypothetical $3,000 share price scenario
➤ New report on Tesla’s next-generation FSD hardware
➤ Update on Tesla China production
➤ Tesla’s Australian battery project partner taken to court
➤ Tesla lobbies NHTSA regarding emissions standards
➤ Elon Musk recognized by TIME magazine

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 23, 2021
Autopilot Update, New Tesla Megafactory, Tesla Insurance, Redwood Materials (09.22.21)
09:13

➤ Reported new Autopilot functionality may be pivotal in NHTSA investigation
➤ Federal Reserve September meeting updates
➤ New factory for Tesla in California
➤ Elon Musk provides update on Tesla Insurance rollout
➤ Giga Berlin construction update
➤ China end-of-quarter delivery wave heats up
➤ Redwood Materials has a new investor

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 23, 2021
News on Tesla Energy, NTSB Comments, Waymo, Semiconductors, Other EVs (09.21.21)
11:45

➤ News on Tesla Energy: Virtual Power Plant, Megapack, and Solar Roof
➤ Head of NTSB advocates for more restriction on Tesla’s Autopilot
➤ Model S deliveries expand regionally
➤ Model Y enters new market
➤ Waymo’s Head of Behavior Prediction to present on autonomy
➤ GM President comments on chip shortages
➤ Ford comments come back around on Mustang Mach-E
➤ Mercedes announces US pricing for EQS
➤ Audi announces details for all-electric Q4 e-ton

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 22, 2021
Stock Market Drops, TSLA Follows on Evergrande + Beta, Factory, Referral Program Updates (09.20.21)
15:46

➤ TSLA stock follows the markets down as Evergrande raises concerns in China
➤ Elon Musk provides more details on FSD Beta rollout process
➤ Rumor surfaces about Russian Gigafactory, Elon Musk comments
➤ After Inspiration4 landing, Elon Musk prods President Biden on silence
➤ Tesla halts majority of referral program
➤ Intel, Qualcomm share thoughts on automotive chip shortages
➤ Toyota president continues to speak out against EV adoption
➤ NHTSA begins investigation on another airbag recall
➤ Interest in orbital spaceflight up after Inspiration4 mission

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 21, 2021
Beta Button Details, Version 10.0.1, Germany EVs, China EV Congress, Neuralink (09.17.21)
17:44

➤ Elon Musk provides updated timeline on FSD Beta 10.1, gives clarification on FSD Beta request button plans
➤ Tesla pushes new FSD Beta version 10.0.1
➤ Elon Musk alludes to big September in Germany
➤ China’s World New Energy Vehicle Congress welcomes Elon Musk as remote event speaker
➤ Model 3 delivery estimates updated
➤ Former Neuralink co-founder comments on departure

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 17, 2021
China Confusion, Cybertruck Glass, GigaFest, Lucid Air Efficiency (09.16.21)
13:46

➤ Large discrepancy in China numbers causes confusion
➤ Model Y production in China reported
➤ New Tesla video appears to show a part of new Cybertruck design
➤ Details about Tesla “Giga-Fest” posted online
➤ Tesla scores well in JD Power APEAL study
➤ Lucid Air EPA ranges confirmed and efficiency numbers posted, allowing for comparison with Tesla
➤ GM extends Chevy Bolt production shutdown
➤ Ford begins pre-production of Ford F-150 Lightning

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 17, 2021
“Model 2” Timeline Update, Q3 Implications, Chip Situation, EV Tax Credits, Referral Program (09.15.21)
12:45

➤ Updates from Tesla investor relations on Tesla’s lower price vehicle, 4680 battery production, pricing and margins, chip shortage impacts, and more
➤ US EV tax credit updates
➤ Tesla updates referral program
➤ Giga Berlin battery factory approved for state funding
➤ India approves multi-billion dollar incentive plan for electric vehicle manufacturing and more
➤ All-wheel drive ID.4 and Lucid Air EPA ranges announced

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 15, 2021
Initial Thoughts on FSD Beta, NHTSA Requests Other Automaker Data, Giga Texas, Redwood Materials (09.14.21)
15:06

➤ Rob Maurer shares initial thoughts on Tesla’s FSD Beta after a few days of use
➤ NHTSA requests data from 12 other automakers in regards to Tesla investigation
➤ Giga Texas welcomes new employees on site
➤ New Cybertruck photo debate
➤ Rivian announces important milestone
➤ Redwood Materials announces plans beyond battery recycling: https://bloom.bg/3lpFpoz

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 15, 2021
EV Tax Credit Proposal, Musk on TSLA, FSD Beta, China Prices, Giga Berlin (09.13.21)
15:14

➤ New US federal EV tax credit proposal released, including some disheartening changes: https://bit.ly/39jMC45
➤ Elon Musk comments on TSLA’s valuation
➤ FSD Beta 10.1 feature and timeline updates
➤ Tesla adjusts pricing in China
➤ Giga Berlin reportedly receives new preliminary approvals, has good chance of final approval per economic minister
➤ SpaceX Inspiration4 launch scheduled

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 14, 2021
Plaid Sets Record, Full Email, Shortage Updates & More (09.10.21)
09:21

➤ Tesla’s Model S Plaid sets a new record on the Nürburgring
➤ Full leaked email from Elon Musk
➤ Video from inside Giga Texas
➤ Tesla discontinues one solar purchasing option
➤ Tesla finds a loophole in New Mexico
➤ GM and Toyota make production announcements regarding supply chain issues
➤ Harvard announces new investment plans

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 10, 2021
Leaked Musk Email, China Updates, FSD Beta Rollout Plan (09.09.21)
08:58

➤ Leaked Elon Musk email provides context for other rumors, Q3 results
➤ Tesla China opens massive new delivery center, plus rumors on production
➤ Elon Musk provides more details about the FSD Beta rollout plan
➤ Tesla exec recognized on Fortune’s 40 Under 40 list
➤ New York moves to ban internal combustion engine vehicles
➤ Latest rumor on Apple’s car project
➤ Ford closes India factories

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 09, 2021
Q3 is Looking Great for Tesla (09.08.21)
17:12

Video: https://youtu.be/bgikZ2BLybI

➤ Rob Maurer walks through how Tesla’s third quarter is shaping up after August sales numbers are reported from China
➤ Tesla expands Energy team
➤ News on solar in the United States

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 09, 2021
Elon Musk on a $3,000 TSLA Price, Other Leaks, Berlin Funding, & More (09.07.21)
13:05

➤ Leaked Elon Musk email gives new insight on Tesla’s aspirations on possible future share price
➤ Musk comments on crazy end of quarter delivery push
➤ Giga Berlin may be on track to receive more than $1B in funding as battery equipment arrives
➤ FSD Beta downloaded and used in Ukraine
➤ Construction begins on UK energy storage project
➤ Tesla files to expand a portion of Fremont factory
➤ China Supercharger factory update
➤ China regulatory credit market
➤ New information on April Tesla crash in Texas
➤ Toyota provides update on EV plans
➤ GM halted production in North America

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 08, 2021
Interview: Rob Maurer on the Current State of Tesla (09.03.21)
27:33

➤ Katherine Ross interviews Rob Maurer about the current state of Tesla and what to think about going forward

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 04, 2021
Part 1 - Rumors About Tesla Company Call (09.02.21)
09:35

➤ Rumors leaked from an Elon Musk Tesla company call
➤ Don't miss today's other episode: https://youtu.be/LK07bTZIZoI

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 03, 2021
Part 2 - FSD Beta 10, ARK Disagreement, New Tesla Office, AI, Apple Car (09.02.21)
12:29

➤ ARK Invest does great work, but here’s why I disagree with them in this instance
➤ Elon Musk sets timeline for FSD Beta 10, “Beta Button” wide release
➤ Tesla gets new office space in San Jose
➤ Newly published patent application details Tesla’s fleet learning capabilities (https://bit.ly/3BCUZUh)
➤ Elon Musk comments on artificial intelligence dangers
➤ Apple Car rumors resurface
➤ Tesla Solar Roof may be facing challenge in Florida
➤ Markets will be closed on Monday, September 6th

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 03, 2021
NHTSA Requests Tesla Data, Musk Comments on Roadster, Production Ramps, Rivian R1T (09.01.21)
08:43

➤ NHTSA requests information from Tesla in relation to Autopilot investigation (https://static.nhtsa.gov/odi/inv/2021/INIM-PE21020-84913P.pdf)
➤ Elon Musk comments on next-gen Tesla Roadster production timeline
➤ Discussion on production ramps from Giga Berlin and Giga Texas
➤ Autopilot team employee teases FSD Beta
➤ Model Y vehicles line up at Beijing DMV
➤ Motor Trend reviews the Rivian R1T

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 02, 2021
2+ Tesla Bots? + Mysterious X Case, Bolt Recall, Proximity Feature, 4680 Partners (08.31.21)
09:22

➤ Tesla adds new job listings for Tesla Bot, descriptions provide interesting insights
➤ New information on mysterious Model X fire
➤ GM comments on Chevy Bolt recall including production and repair plans
➤ Tesla’s proximity sensing feature may see an update
➤ Report on 4680 battery supply partnerships

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 01, 2021
China & Texas Rumors, FSD Beta, Tesla India Updates, AP Accident, Energy (08.30.21)
12:44

➤ Rumors on Tesla’s sales in China for August and a Giga Shanghai factory shutdown
➤ Tesla may have started pre-production at Giga Texas
➤ Analyst visits Fremont, comments on pace
➤ Series of reports suggests movement on Tesla’s plans in India
➤ Elon Musk comments on FSD Beta 10, FSD visualization
➤ Tesla involved in accident with roadside police car, owner blames Autopilot
➤ Tesla testing solar roofs near Fremont
➤ Tesla reaches amended agreement with New York

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Executive produce Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 31, 2021
China Delivery Timelines Extended, 4680 Battery Update, Tesla Daily Turns Four (08.27.21)
15:20

➤ Tesla extends estimated delivery timelines in China
➤ 4680 battery cell yield report
➤ Musk comments on LFP battery decision
➤ Rivian reportedly prepares for initial public offering
➤ Waymo shutters lidar business line
➤ Tesla Daily turns four years old

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 27, 2021
LFP Model 3, Model Y SR, Tesla App Update, Giga Berlin, Nürburgring (08.26.21)
14:33

➤ New Model 3 version to begin shipping in North America
➤ Tesla China delivers first Standard Range Model Y
➤ Giga Berlin opposition progresses to discussion phase
➤ Tesla updates mobile app
➤ Model S Plaid back at Nürburgring
➤ Musk adds some more context on FSD Beta plan
➤ Federal Reserve comments expected to close week
➤ Former Neuralink exec moved to stealth startup

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 26, 2021
Cathie Wood on TSLA/Auto Industry, Musk Updates on FSD Beta, Munro's "Rant", Bolt Recall (08.25.21)
22:22

➤ Cathie Wood of ARK Invest comments on TSLA, ride-hailing opportunity, and semi-conductor shortages after Tesla’s AI Day
➤ Elon Musk provides update on FSD Beta public release
➤ Sandy Munro rant about NHTSA investigation of Tesla
➤ GM expands Chevy Bolt recall
➤ Lucid announces lineup changes
➤ SpaceX infrastructure in Texas

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 26, 2021
Why Tesla Could Be Set Up for a Huge Beat (08.24.21)
14:25

➤ Tesla could be setting up for a huge Q3 delivery/production beat
➤ Reported July production for Tesla in China
➤ Tesla lists new humanoid job posting after AI Day
➤ Elon Musk says FSD Beta 9.2 is “not great”
➤ Wall St. analysts react to Tesla’s AI Day
➤ Tesla applies to become electricity provider in Texas
➤ Report on Ford F-150 Lightning production targets
➤ NHTSA considering increased emissions fines
➤ House of Representatives votes on $3.5 trillion budget resolution

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 25, 2021
AI Day Explained - Recap & Key Points (08.23.21)
20:09

Recapping Tesla’s AI Day presentation on neural network perception, planning, training, labeling, Project Dojo, and Tesla Bot in simple, understandable language.

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 24, 2021
Supercut - Tesla AI Day in 19 Minutes (08.20.21)
19:17

Listen to Tesla's AI Day presentation about Project Dojo, Full Self-Driving, Tesla Bot, and more in less than 20 minutes.

Timestamps:
0:00 Tesla is a leader in AI
1:01 Tesla Full Self-Driving
3:24 4D vector labeling
4:29 Auto-labeling
6:27 Tracking objects
8:15 Tesla simulation
9:45 Project Dojo
16:18 Tesla Bot humanoid

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 20, 2021
Senators Want FTC Enforcement on Autopilot, Analysts React to NHTSA Investigation, Charging Survey, AI Day (08.18.21)
10:53

➤ US Senators ask US Federal Trade Commission to examine Tesla’s communication around Autopilot and Full Self-Driving
➤ Analysts from Morgan Stanley, Goldman Sachs, and New Street Research react to NHTSA’s Tesla investigation
➤ JD Power releases results of electric vehicle charging study
➤ Tesla sticker spotted on robot ahead of AI Day

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 19, 2021
Goldman Sachs AI Day Expectations, Bernstein Price Target, China Relations, DeMuro Plaid Review (08.17.21)
09:05

➤ Goldman Sachs issues updated TSLA note detailing their expectations for Tesla’s AI Day
➤ Bernstein increases TSLA price target
➤ Elon Musk trial wraps up testimonials
➤ Tesla China continues to expand public relations team
➤ Doug DeMuro reviews Tesla Model S Plaid
➤ Elon Musk comments on humanoids

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 18, 2021
NHTSA Opens Autopilot Investigation, FSD Beta 9.2 Details, Shareholder Meeting Scheduled, More Updates (08.16.21)
20:38

➤ TSLA stock drops as NHTSA announces formal investigation into Tesla’s Autopilot system
➤ Elon Musk shares technical details on new FSD Beta 9.2 release
➤ At Giga Berlin, Elon is asked about final approval date
➤ Tesla schedules 2021 annual shareholder meeting
➤ Model Y delivery estimates continue to move out
➤ Tesla pays off $1.8B in debt
➤ Michael Burry remains short TSLA via put options, adds ARKK as well
➤ CATL raises capital for battery production

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 18, 2021
Live: Tesla Daily - TSLA Short Calls It Quits + Huge Demand (08.12.21)
10:56

Live episode of Tesla Daily for Thursday, August 12

Aug 12, 2021
EV Tax Credit News, Giga Berlin, China "Insider" Report, BYD (08.11.21)
11:44

➤ Senate passes $3.5T budget resolution with new amendment to EV tax credit
➤ Discussion on what comes next for a possible EV tax credit
➤ Elon Musk lands in Berlin ahead of milestone
➤ Assessing “insider” report on China sales outlook
➤ BYD comments on Tesla supply rumor

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 12, 2021
China July Sales + Cybertruck, Model S Updates (08.10.21)
11:55

➤ China Passenger Car Association reports on Tesla sales and exports in China for the month of July
➤ Tesla updates Cybertruck production timeline
➤ Model S order holders receive new delivery windows
➤ US Senate votes on $1 trillion infrastructure bill
➤ Porsche CEO comments on EVs
➤ News on The Boring Company
➤ Scheduling update for the rest of the week

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 11, 2021
Here’s Why Tesla Is So Important (08.09.21)
17:06

➤ Full analysis of Tesla’s newly released report on business operations and environmental impact
➤ New report on climate change highlights severity and urgency
➤ IPCC climate report: https://bit.ly/3xBVHP4
➤ Jefferies upgrades TSLA stock, increases price target
➤ Report on Giga Texas progress
➤ India reportedly considering lowering import tax on EVs

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 10, 2021
Starship Stack, EPA Proposal, Model S Deliveries, Waze, Energy Project (08.06.21)
08:27

➤ Elon Musk shares photos of fully stacked Starship and Super Heavy booster

➤ More information on EPA emissions proposal

➤ Update on Model S deliveries

➤ Elon Musk asked about Waze-like functionality

➤ New residential Tesla Energy project

➤ Follow up on last episode and a look at next week

 

Twitter: https://www.twitter.com/teslapodcast

Patreon: https://www.patreon.com/tesladailypodcast

Tesla Referral: https://ts.la/robert47283


Plaid producer Who Why

Executive producer Jeremy Cooke

Executive producer Troy Cherasaro

Executive producer Andre/Maria Kent

Executive producer Jessie Chimni

Executive producer Tesla Summary

Executive producer Jeffrey Yu

Executive producer John Beans

Music by Evan Schaeffer

 

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 07, 2021
White House Announces EV Targets, Snubs Tesla, EV Tax Credit Update (08.05.21)
12:19

➤ Biden Administration announces electric vehicle targets alongside US automakers and UAW — Tesla not invited to announcement
➤ President Biden comments on potential US federal EV tax credit
➤ Tesla reportedly may be validating BYD as a battery supplier
➤ Elon Musk biography in the works

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Aug 06, 2021
Battery Supply Expands, AI Day Invites, Robotics Job Listing, Price Changes (08.04.21)
12:28

➤ Tesla battery supply set to increase in Q3
➤ Tesla begins sending out AI Day invitations
➤ Tesla continues increases prices
➤ White House to hold announcement with Detroit automakers
➤ GM reports earnings, discloses Chevy Bolt recall costs

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 05, 2021
AI Day Teasers, Piper Sandler TSLA Note, Solar Update (08.03.21)
12:07

➤ Robotics professor alludes to “secret project” with Tesla ahead of AI Day
➤ New image shows what may be Tesla’s Dojo computer hardware
➤ Alex Potter of Piper Sandler issues new note on TSLA stock
➤ News on US federal solar investment tax credit

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 04, 2021
TSLA Stock Leads Nasdaq, Tesla Releases FSD Beta 9.1, Elon Musk Sets AI Day, Model Y Rumors (08.02.21)
13:53

➤ TSLA stock continues rally, leads the Nasdaq 100 to start the week
➤ Elon Musk schedules Tesla’s AI Day
➤ Tesla releases the first update to pure vision FSD Beta with version 9.1
➤ Tesla adjusts pricing in China
➤ Rumor on Model Y progress at Giga Texas
➤ New Megapack installation catches fire
➤ Tesla reportedly preparing mobile app update
➤ Elon Musk calls out Apple again
➤ TSLA coverage initiated by KGI Securities
➤ Morgan Stanley polls interns about Tesla
➤ Update on infrastructure bill and possible EV tax credit

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 03, 2021
Part 2: Tesla's Neural Networks, FSD, & Computer Vision w/ James Douma (07.30.21)
55:30

➤ James Douma joins Rob Maurer to discuss Tesla's approach to autonomous driving, computer vision, deep learning, how neural networks work, ARK Invest’s TSLA model and more.
➤ Part one: https://youtu.be/gzq5AFCH5jk

Apologies for a lack of timestamps, didn’t quite have the time.

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 30, 2021
Elon Musk Compensation & Other Hidden Details From Tesla's 10-Q Filing (07.29.21)
16:58

➤ Rob Maurer digs through Tesla's 10-Q filing for information not discussed in Tesla's Q2 earnings letter. Topics include the structure and impact of Elon Musk's compensation, Tesla Solar Roof, deferred revenue, regulatory credits, Supercharging, debt, and more.

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 29, 2021
Analyst Reactions to Tesla Earnings + Model S Deliveries, FSD Beta Update (07.28.21)
10:18

➤ Analysts react to Tesla’s Q2 earnings report in mixed, sometime humorous, fashion
➤ Markets respond to July Fed meeting
➤ Update on Model S containment hold
➤ Tesla delivery estimates move further out
➤ Tesla reportedly adjusts retail strategy
➤ Elon Musk provides update on FSD Beta
➤ Former Tesla executive’s startup raises capital

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 29, 2021
Jim Cramer & Rob Maurer Discuss Tesla's Q2 Earnings Results (07.27.21)
09:05

➤ Rob Maurer and Jim Cramer discuss Tesla's Q2 2021 earnings report and investor call
➤ Reaction to TSLA stock declining despite earnings beat
➤ Is Elon Musk underpromising?
➤ Bitcoin impact on Tesla
➤ Competition and industry / supply chain challenges
➤ Elon Musk's comments on Apple
➤ What's going on with Tesla solar?
➤ Tesla Gigafactory and battery progress
➤ What Wall St. is missing with TSLA's Q2 results

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 27, 2021
Reaction to Tesla's Q2 Earnings Report & Earnings Call (07.26.21)
35:41

➤ Rob Maurer shares takeaways from Tesla's Q2-21 earnings report and earnings call. Earnings call recap starts at 20:36.

YouTube link to report recap: https://youtu.be/5MEp3Ed_N2s
YouTube link to earnings call recap: https://youtu.be/SXCFP7KY_wg

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 27, 2021
Q2-21 Tesla Earnings Preview (07.23.21)
39:43

YouTube Link: https://youtu.be/-KBBLOtx1d0

Will Tesla beat analyst consensus estimates when the company reports Q2 2021 earnings on Monday, July 26?

Rob Maurer discusses what to expect from Tesla's Q2-21 earnings report and the most important financial results to watch for.

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 24, 2021
China Production Drops in June + Customer Relations, NEV Credits, Virtual Power Plant (07.22.21)
13:58

➤ Tesla production in China numbers have been reported, suggesting a month-over-month decline in June from May
➤ Tesla China reportedly creates customer relations management department
➤ New energy vehicles credits reportedly begin trading period in China
➤ Tesla opens Virtual Power Plant Beta in California, sharing new details
➤ Ron Baron comments on June quarter for Baron Funds, highlights Elon Musk
➤ Quick PSA: https://youtu.be/yuINaBrcTTo

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 23, 2021
Elon Musk Denies Pump & Dump + Tesla’s $1.8B Debt, Maxwell Technologies Sale (07.21.21)
12:06

➤ Elon Musk joins Cathie Wood and Jack Dorsey for a discussion at The B Word conference
➤ Tesla reportedly plans for early redemption of $1.8B of bonds
➤ Tesla sells off part of Maxwell Technologies
➤ BHP and Tesla agree on nickel supply contract
➤ Tesla adjusts hardware upgrade price on FSD subscription
➤ Clarification on a TSLA price target

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 22, 2021
Semi Update, Musk Confirms Supercharger Access, FSD Subscription Discussion (07.20.21)
11:50

➤ Tesla Semi production status update
➤ Elon Musk comments on expanded Supercharger network access
➤ Model S deliveries on hold
➤ Morgan Stanley issues updated note with thoughts on FSD Subscription
➤ Quick survey on FSD subscription take rate
➤ Price increase in Europe
➤ Greenland government comments on oil exploration

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 21, 2021
Cybertruck/Other Rumors, FSD Subscription & Updates, Virtual Power Plant (07.19.21)
16:21

➤ New rumor surfaces on Tesla Cybertruck — assessing the rumor and adding new context
➤ Rumors on Tesla’s Supercharger network access
➤ Thoughts on Tesla’s FSD subscription and new updates from Elon Musk
➤ Tesla added to popular mobile game
➤ Elon Musk set to speak at bitcoin conference
➤ Tesla plans to start virtual power plant in California
➤ Correction on Long Range Model 3 in China

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 20, 2021
That’s Bonkers! Munro on Tesla Competition + New Tesla Energy Page, FSD Update (07.16.21)
11:32

➤ Munro & Associates compare Model Y thermal management system design to Ford Mustang Mach-E
➤ Elon Musk provides update on FSD beta progress
➤ Tesla unveils new details in updated Tesla Energy page
➤ Tesla removes Long Range Model 3 from China design studio
➤ Rivian delays first deliveries
➤ Volkswagen makes a decision on Herbert Diess

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 17, 2021
Cybertruck Update, Supercharging Rate Increase, Japan EVs, Bolt & Mach-E Recalls (07.15.21)
12:27

➤ Elon Musk shares new information on the Tesla Cybertruck
➤ Tesla increasing peak Supercharging rate
➤ Understanding impact of Supercharging changes
➤ Survey on imported electric vehicles in Japan
➤ Chevy Bolt recall related to fires
➤ Mustang Mach-E faces problems in Norway

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 15, 2021
Tesla Fighting Back in China, Giga Berlin Court Update, Model 3 Specs, Wait Times, EV Credit (07.14.21)
09:06

➤ Tesla pushes back on owner’s claim of brake failure in China
➤ German court rules on contest of Giga Berlin temporary approvals
➤ Tesla updates specs of Model 3 in Canada
➤ Experian releases registration data, showing Tesla’s lead in the US in the beginning of the year
➤ Checking in on estimated delivery timelines
➤ News on US federal EV tax credit status
➤ LG increases battery production investments

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 15, 2021
Earnings Scheduled, Goldman Sachs Note, China, SR Model Y, 4680s, Solar, Powerwall (07.13.21)
14:10

➤ Tesla has scheduled their Q2 earnings report and investor call
➤ Goldman Sachs publishes updated TSLA note ahead of earnings outlining expectations and assessing Tesla in China
➤ New details on the made-in-China Standard Range Model Y
➤ Samsung and LG reportedly make progress on 4680 battery cell development
➤ Tesla introduces new solar panels
➤ Elon Musk discusses Powerwall orders and production rate
➤ More details on Tesla’s FSD V9 visualization

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 14, 2021
FSD Beta 9 Reactions, Leaked Battery Photo, Musk on Trial, Model Y Feature, Giga Berlin, Samsung Contract (07.12.21)
16:46

➤ Tesla has released the long-awaited FSD Beta V9, has it lived up to the hype?
➤ Leaked Tesla battery photo sparks heated debate
➤ Elon Musk takes the stand in trial to defend Tesla’s acquisition of Solar City
➤ Model Y gets a new feature
➤ Brandenburg Minister Jörg Steinbach provides update on Giga Berlin
➤ Samsung and Tesla reportedly agree on camera supply contract for Tesla Cybertruck
➤ Germany makes commitment on electric vehicle incentives

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 13, 2021
Model Y to EU Analysis, S/X Price Increases, Tesla Energy, Boring Co. (07.09.21)
13:36

➤ Tesla opens up configuration for the Model Y in Europe
➤ Discussing possible reasons for the decision and the coincidence with the Standard Range Model Y introduction
➤ J.P. Morgan reacts to Standard Range Model Y
➤ Tesla partners with real estate companies on Tesla Energy project
➤ The Boring Company reportedly purchases land

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 10, 2021
Big FSD News, SR Model Y, China Sales, ARK, Volkswagen/BMW Fines, Stellantis EV Day (07.08.21)
16:08

➤ Elon Musk provides a more firm timeline for FSD Beta alongside some new information
➤ Tesla releases cheaper Model Y in China with some interesting specs
➤ CPCA reports June Tesla sales in China
➤ Tesla reportedly faces fine for some Giga Berlin construction
➤ Volkswagen, BMW fined for actions related to emissions scandal
➤ Stellantis announces electrification strategy at “EV Day”
➤ ARK Invest (ARKK) buys TSLA stock for the first time in a month: https://bit.ly/3AT89gu

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 09, 2021
New Depth Visualization, China Sales Expected, 3/Y Progress, Boring Co. Project (07.07.21)
09:54

➤ New visualization of Tesla’s vision-only depth perception from production vehicle
➤ TSLA stock drops alongside other EV manufacturers
➤ China June sales expected soon
➤ Discussion on Model 3 and Model Y production increases
➤ The Boring Company receives new project approval
➤ New Jersey renews/updates EV tax credit

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 08, 2021
Musk Update on FSD, China Negativity, Lawsuit, Plaid Fire, Analyst Reaction, Rimac, Volkswagen (07.06.21)
13:47

➤ Elon Musk provides updates on FSD beta timing, Cybertruck, Tesla UI, and more
➤ Tesla faces lawsuit over accident involving Autopilot
➤ China concerns persist as TSLA stock drops to open the week
➤ New details emerge on Model S Plaid fire
➤ JP Morgan, Goldman Sachs, and Morgan Stanley react to Tesla delivery report
➤ Rimac and Bugatti merger
➤ Volkswagen looks to divest from charging network

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 06, 2021
Q2 Delivery & Production Announcement (07.02.21)
02:22

➤ Tesla announces Q2 delivery and production results
➤ Livestream link: https://youtu.be/xoY-IR5IzWg

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 02, 2021
Plaid Fire, FSD Updates, Dojo, Boring Co, Taycan Recall, Renault Battery Costs (07.01.21)
10:24

➤ Brand new Tesla Model S Plaid reportedly catches fire, strange circumstances alleged
➤ Elon Musk provides updates on FSD Beta version 9 and Project Dojo
➤ Boring Co. submits another project proposal in Florida
➤ Porsche expected to issue global recall on Taycan
➤ Renault updates electric vehicle targets, shares battery costs

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 01, 2021
Wrapping Up Q2, Consensus Update, SR Model Y, EV Tax Credit, Volkswagen, Canada (06.30.21)
16:36

➤ Tesla wraps up their second quarter by emptying showrooms, delivering Long Range Model S
➤ Analysts chime in ahead of Tesla’s Q2 delivery numbers
➤ Hong Kong customs approves Model Y
➤ News on a possible US federal EV tax credit
➤ Update on Tesla Energy
➤ Link to RMI article: https://bit.ly/3qAyg78
➤ Ohio court rules against Volkswagen
➤ Canada sets target for elimination of ICE vehicles

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 30, 2021
Q2 Production & Delivery Forecast + Vision Update, Berlin, NHTSA (06.29.21)
31:18

YouTube link: https://youtu.be/yQmnS-Vh3Ds

➤ Rob Maurer walks through estimates for Tesla’s Q2 delivery and production numbers and how they may compare to Wall St.’s consensus
➤ Tesla updates vision-only Autopilot software, increasing functionality
➤ Tesla re-recognized as IIHS top safety pick+, Consumer Reports restores recommendation
➤ Giga Berlin injunction request update
➤ Model S Plaid takes on Pikes Peak

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 29, 2021
China "Recall", Battery Supply Deal, Tesla Appeal, Plaid First Drive (06.28.21)
09:56

➤ Tesla issues over-the-air software update “recall” in China
➤ Tesla inks new deal with major battery supplier
➤ New study shows Tesla’s attractiveness compared to other vehicles
➤ Tesla prepares for surge in Supercharging ahead of holiday weekend
➤ Rob drives a Model S Plaid: https://youtu.be/SRv6Cpf0IuE
➤ Happy birthday to Elon Musk!

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 29, 2021
Musk Updates on FSD, China Rumors, Price Increase, Panasonic, CNBC (06.25.21)
15:31

➤ Elon Musk provides update on FSD rollout, FSD subscription timing
➤ TSLA stock closes best week in months
➤ Rumor on China June deliveries
➤ More details on Panasonic’s sale of TSLA stock
➤ Tesla continues increasing prices
➤ The Wall Street Journal reviews the Plaid Model S
➤ CBNC humorously reports on Tesla lawsuit
➤ Brussels moves to eliminate internal combustion engine vehicles

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 25, 2021
TSLA Rally Continues, Infrastructure "Deal", Panasonic, Supercharging, Q3, Starlink (06.24.21)
16:07

➤ TSLA stock continues to rally and outperform indices
➤ Rob Maurer joins The Come Up Series to discuss Tesla: https://youtu.be/LowQrU-VgBw
➤ President Biden says “we have a deal” on infrastructure package
➤ Panasonic discusses 4680 battery cell production, divests from TSLA
➤ Rumor of Tesla being sold out for Q3
➤ Tesla reportedly opening Supercharger network on some stations in Norway
➤ Elon Musk discusses Starlink IPO access

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 25, 2021
TSLA's Best Day in Months, EV Adoption, China Rumors, American-Made Index, Honda, GM (06.23.21)
08:56

➤ Tesla stock finishes as the top performing stock across the entire S&P 500 and Nasdaq 100 on Wednesday, posting its best day in months
➤ Ernst & Young releases new forecast on electric vehicle sales
➤ Market research firm GWI shares perceived EV advantages and disadvantages
➤ Tesla takes top slot in American-made index
➤ Honda announces targeted end date of internal combustion engine production
➤ GM partners with Shell for EV customers

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 23, 2021
Piper Sandler Says Tesla "Still the Best", Morgan Stanley Note, Bitcoin Impairment, China (06.22.21)
12:30

➤ Alex Potter of Piper Sandler publishes forecast of EV sales by brand through 2040, comments on TSLA as an investment
➤ Adam Jonas of Morgan Stanley releases note discussing Tesla’s capacity expansion
➤ Bitcoin falls to new quarterly low, will impact Tesla’s Q2 financials
➤ Tesla to hold energy event in China
➤ Discussion on China delivery wait times
➤ Volkswagen ID.4 reportedly struggling to gain traction in China

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 23, 2021
Karpathy Talks Tesla Vision, Supercomputer + AI Day, Leaked Email, Subscriptions, Plaid, Berlin (06.21.21)
20:49

➤ Tesla’s Senior Director of Artificial Intelligence, Andrej Karpathy, presents at CVPR’s 2021 workshop on autonomous driving, sharing new details about Tesla’s progress on autonomy, the decision to remove radar, Tesla’s supercomputer, and more
➤ Link to full presentation: https://youtu.be/eOL_rCK59ZI?t=28292
➤ Previous episode on Tesla’s supercomputer: https://youtu.be/M7git-yhtno
➤ Elon Musk provides update on Tesla’s AI Day
➤ What to expect from Tesla’s AI Day: https://youtu.be/ceYK-0sgO2k
➤ Reported leaked email from Elon Musk ahead of quarter end
➤ Tesla updates mobile app to include subscription upgrades
➤ Motor Trend reports more details on Model S Plaid
➤ Giga Berlin timeline from newly published documents
➤ Jerome Guillen sells TSLA stock after departure

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 22, 2021
Battery Factory Documents, NHTSA Investigations, Yoke, Brands, Audi (06.18.21)
08:28

➤ New battery factory documents published as Tesla seeks approvals for Giga Berlin: https://bit.ly/3xxbnUd
➤ Plaid Model S owner gives update after one week with yoke steering
➤ Reuters receives information from NHTSA regarding Tesla crash investigations
➤ Musk companies ranked among most “purposeful” brands
➤ Audi discusses internal combustion engine plans
➤ Maine enacts fossil fuel law

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 19, 2021
Motor Trend Reviews Plaid Model S, New Battery Details, Dan Ives, Berlin, Musk Tweet, Referral Program (06.17.21)
16:48

➤ Initial reviews for the Plaid Model S are in from Motor Trend and Jason Cammisa
➤ New details on the refreshed Model S battery
➤ Dan Ives appears on CNBC creating a bit of incorrect fallout
➤ Giga Berlin production timeline rumor
➤ Elon Musk cryptically tweets again, is it Tesla related?
➤ Tesla updates referral program

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 17, 2021
Advertising Resurfaces, Supercharging News, Macro, GM, Toyota, Waymo (06.16.21)
14:30

➤ Tesla doesn’t advertise, but will that change after new comments from Elon Musk, and should it?
➤ Updates from Federal Reserve meeting
➤ German Federal Minister pushes Tesla on Supercharging
➤ First update on Model S Plaid real-world charging
➤ GM increases EV investments
➤ Toyota discusses powertrain plans
➤ Waymo raises capital in new funding round

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 17, 2021
TSLA Stock Dragging, Morgan Stanley, Mizuho, Tesla Solar, Giga Berlin (06.15.21)
14:22

➤ Tesla stock has been in a lull so far in 2021, how does the rest of the year shape up for TSLA?
➤ Morgan Stanley shares sentiment from institutional investors and perspective on Tesla stock catalysts
➤ Mizuho Securities issues updated note on Tesla stock
➤ Tesla adjust solar / energy offering
➤ Giga Berlin approval application status update

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 16, 2021
Rumors: Model Y, China, Suppliers + Plaid Updates, Tesla Holds Bitcoin Position (06.14.21)
18:53

➤ Tesla supplier comments on Tesla’s situation in China, general operations, and competitive lead
➤ Possible notes from supplier investor call: https://bit.ly/3wrDpR4
➤ Updates on Giga Shanghai holidays and end of quarter incentives
➤ Reviewing Tesla’s recent price changes
➤ Rumors on Model Y demand, China exports, LFP, and more
➤ Updates on Plaid Model S after first deliveries
➤ Elon Musk clarifies Tesla’s Bitcoin position
➤ Canaccord Genuity changes TSLA price target
➤ New Zealand updates automotive taxes and credits
➤ Redwood Materials expands in Nevada

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 15, 2021
Plaid First Impressions, Hidden Details, Analyst Reactions + China News (06.11.21)
22:27

➤ First impressions from new Tesla Model S Plaid owners
➤ Additional details not covered at Tesla’s event
➤ Tesla updates design studio following first deliveries
➤ Analysts react to Plaid event
➤ Update on China as quarter end approaches

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 11, 2021
Model S Delivery Event Expectations (06.09.21)
32:41

➤ Interactive look at expectations ahead of Tesla’s Model S delivery event on Thursday, June 10
➤ The Boring Company starts public operations in Las Vegas
➤ Model S VIN assignment

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 10, 2021
CPCA Reports Tesla May Sales, Model Y Dominating in California, Model S Changes, Apple EV Rumors (06.08.21)
16:31

➤ Tesla May China sales published by CPCA
➤ California registration data shows excellent Model Y sales
➤ Tesla updates Model S design studio ahead of launch
➤ Delivery event stage set up in process
➤ Bitcoin dips again
➤ Apple electric vehicle rumors resurface

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 09, 2021
Plaid + Cancelled, Jerome Guillen Departs, "Anonymous" Message to Elon Musk, FSD, Insurance (06.07.21)
27:52

➤ Tesla sends out invites for Plaid Model S delivery event as Elon Musk cancels Plaid +
➤ Tesla President of Heavy Trucking, Jerome Guillen, leaves the company
➤ "Anonymous" message to Elon Musk
➤ Elon Musk discusses Tesla shareholder meeting
➤ FSD timeline update
➤ Tesla app may offer Tesla Insurance insight
➤ Gigafactory New York employment status

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 08, 2021
Rumor - Excellent China Production/Deliveries in May? (06.04.21)
19:21

➤ Following reports of declining orders, new rumors surface about Tesla's deliveries and production in China in May
➤ Giga Texas faces flooding
➤ Tesla spruces up test track ahead of delivery event
➤ Calendar updates

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimney
Executive producer Tesla Summary
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 04, 2021
China Order Report Drops TSLA Stock, Recalls, CATL, Giga Berlin, Bitcoin (06.03.21)
20:53

➤ TSLA stock falls on report of significant decline in net new orders for Tesla in China for May following
➤ Assessing what is known about the report, plausibility, impact on Tesla and TSLA stock
➤ Tesla issues two separate recalls on select Model 3 and Model Y vehicles
➤ CATL reportedly plans battery factory near Tesla
➤ Tesla files new Giga Berlin permit application including battery manufacturing
➤ Plaid Model S detail confirmed ahead of deliveries
➤ Elon Musk cryptically tweets about Bitcoin

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimney
Executive producer Tesla Summary
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 04, 2021
Q2 Tesla Production Could Surprise (06.02.21)
12:18

Video link: https://youtu.be/hbk30TrdsOA

➤ Tesla’s Q2 results could surprise Wall St. despite supply chain headwinds
➤ Full breakdown of Q2 production possibilities and Tesla’s growth trajectory
➤ Credit Suisse highlights market share decline for Tesla
➤ Photos show new installation at Giga Texas

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimney
Executive producer Tesla Summary
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 02, 2021
Feature Removal, Pricing, Plaid Event Delay, AMD, Castings, SEC Request, Restaurants, Safety Report (06.01.21)
18:59

➤ Tesla removes another part from the Model 3 and Model Y following radar removal; is it too much?
➤ Elon Musk explains Tesla’s price increases
➤ First reports on Tesla Vision-only Autopilot performance
➤ Plaid Model S delivery event postponed
➤ AMD announces supply agreement with Tesla
➤ Elon Musk details benefits of castings
➤ Wall St. Journal uncovers communications between SEC and Tesla
➤ Tesla applies for trademark in restaurant services
➤ UK company shares insightful accident safety data
➤ Ford F-150 Lightning availability will be limited on select version

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimney
Executive producer Tesla Summary
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 02, 2021
New Cybertruck Details, Giga Updates, Musk on NHTSA, Recall, F-150 Lightning (05.28.21)
12:11

➤ New Tesla Cybertruck details disclosed in patent application publishing including references to range and payload, user interface images, and even drones
➤ Giga Berlin receives new approval
➤ Giga Texas interior photos
➤ Elon Musk comments on NHTSA safety information changes
➤ Tesla issues voluntary recall
➤ Ford F-150 Lightning specs may be better than announced

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimney
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 29, 2021
New EV Credit Proposal, NHTSA Safety Update, Semiconductor Fabrication, Driver Monitoring, China Production (05.27.21)
21:00

➤ Everything you ever wanted to know about the new EV tax credit proposal, including overlooked details and implications for Tesla
➤ NHTSA updates safety information on Tesla vehicles following radar removal
➤ Tesla reportedly offering to pay ahead for semiconductors and may have interest in purchasing fabrication business
➤ Firmware on new Tesla deliveries adds driver monitoring feature
➤ Tesla calls Plaid + order holders
➤ China April production numbers released
➤ Tax credit documents: https://bit.ly/3fPPNDf

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimney
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 28, 2021
Tesla Vision, FSD Pricing, Powerwall Sales, Berlin Fire, Emissions Lawsuit (05.26.21)
11:44

➤ Tesla announces full transition to ‘Tesla Vision’ and removal of radar hardware from select vehicles
➤ Full Self-Driving option and subscription pricing rumors
➤ Tesla announces Powerwall installation milestone offering insight into Tesla’s energy business
➤ Fire reported at Giga Berlin
➤ Royal Dutch Shell loses emissions court case

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimney
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 27, 2021
Interview: Pierre Ferragu w/ Rob Maurer on Tesla Profitability & More (05.25.21)
01:00:59

Pierre Ferragu of New Street Research joins Rob Maurer on Tesla Daily to discuss Tesla's return on investment, operating leverage, competitive positioning, delivery outlook, supply chains, cryptocurrency, and more.

0:00 Introduction
0:59 Understanding Tesla's profitability
5:07 The right to make money
7:54 New Street's TSLA note - cash return
16:34 Operating margin outlook
21:00 Tesla vs. TSMC
27:11 Tesla vs. BMW / Daimler
29:41 Tesla's structural advantages
36:27 Does this increase Pierre's bullishness?
38:34 Accelerating growth
43:43 Pierre's new Model Y
45:21 Reaction to Tesla/Musk's involvement in cryptocurrency
52:09 What concerns are you hearing?
53:01 2021 delivery expectations

You can find Pierre on Twitter @p_ferragu
New Street Research: https://www.newstreetresearch.com

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimney
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 25, 2021
New Autopilot Page, Radar, TSLA Stock, Wells Fargo Initiation, Megacharger, Lawsuit, F-150, Batteries (05.24.21)
13:55

➤ Tesla updates website including Autopilot page
➤ TSLA stock starts the week strong, but trails off to end the day while Elon Musk tweets about cryptocurrency
➤ Tesla spotted testing vehicle with lidar sensor
➤ Plaid Model S delivery estimate updated
➤ First Megacharger installation reported
➤ Norway owners win lawsuit against Tesla, pending possible appeal
➤ Ford unveils more details on the commercial, lower price Ford F-150 Lightning
➤ CATL announces production on new battery chemistry
➤ Indonesia and LG strike deal on battery factory

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimney
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 25, 2021
Cybertruck Reservations vs. F-150, Bank of America TSLA Price Target, More Price Changes, Russia, Castings (05.21.21)
09:35

➤ Ford releases new information on the all-electric F-150 Lightning which highlights a key win for Tesla’s Cybertruck
➤ Bank of America lowers price target on TSLA stock
➤ Tesla increases vehicles prices yet again
➤ Plaid+ Model S orders halted on Tesla’s website
➤ Elon Musk discusses Tesla’s future in Russia
➤ More castings at Giga Texas
➤ Roadster update

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimney
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 22, 2021
New Roadster Details, Model S Delivery Date, UK Rumors, Cybertruck vs. Ford F-150 Lightning (05.20.21)
13:42

➤ Tesla’s Roadster just began being displayed at the Petersen Automotive Museum, unveiling some new details alongside Elon Musk tweets
➤ Tesla finally schedules delivery event for refreshed Model S
➤ Musk continues to tweet about Dogecoin
➤ UK factory rumors surface after reports of Musk visit
➤ Analysis of Ford’s all-electric F-150 Lightning with details published after the unveiling event
➤ Comparing the Ford F-150 Lightning to Tesla’s Cybertruck
➤ F-150 Lightning technical specs: https://ford.to/3bI0Xc9

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 21, 2021
Bitcoin Crash Could Impact Tesla's Q2, Giga Berlin/Texas, Analyst Updates, Cybertruck, Stellantis (05.19.21)
10:10

➤ Cryptocurrency markets crashed 30% - 50% on Wednesday, and the sharp drop in bitcoin prices could impact Tesla’s Q2 earnings report
➤ Elon Musk tweets about diamond hands
➤ Giga Berlin receives preliminary approval on equipment installation
➤ Giga Texas castings spotted in large numbers
➤ Elon Musk responds to New Street Research report
➤ Wedbush comments on current market, TSLA outlook
➤ Cybertruck timeline discussion
➤ Stellantis announces change to dealership structure

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 19, 2021
Biden EV Plans, Model Y Update, Potential Part Shortage, TSLA, New Street Research (05.18.21)
12:30

➤ Elon Musk provides updates on “next-gen” Model Y from Giga Berlin and Giga Texas
➤ President Biden speaks about infrastructure and electric vehicles plans to Ford employees, White House releases info on potential credit structure
➤ Electrek reports on vehicle accumulation at Fremont due to part shortage
➤ Renaissance Technologies adds to TSLA position in first quarter
➤ Pierre Ferragu of New Street Research issues updated report on TSLA
➤ Tesla reportedly ships thousands of vehicles to South Korea
➤ Lamborghini announces electric vehicle roadmap

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 19, 2021
Truth About TSLA Stock, Michael Burry, Front Casting, Berlin, Doge, Model S, VPP, EVE (05.17.21)
16:53

➤ What is going on with Tesla stock recently, and how much are Elon Musk’s tweets impacting its performance?
➤ Michael Burry reportedly “bets $530M” against TSLA stock, but the headlines are misleading
➤ Photo of a newly cast Tesla part signals big milestone
➤ Elon Musk visits Giga Berlin, comments on timelines
➤ Elon Musk continues to tweet about bitcoin and dogecoin
➤ Tesla spotted testing a new Model S at Laguna Seca
➤ Green Mountain Power provides update on virtual power plant project
➤ EVE Energy Co. comments on Tesla rumors

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 18, 2021
New Battery Supplier, Model S Update, European Expansion, China Status (05.14.21)
09:21

➤ Tesla reportedly close to adding another new battery supplier
➤ TSLA stock ends a streak of declining days
➤ Model S order holders receive updated delivery estimates
➤ Tesla expands in Eastern Europe
➤ Morgan Stanley issues note on Tesla in China

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer 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

May 14, 2021
Musk Defends Bitcoin Decision, Will Tesla Start Mining? + Plaid Model S Breaks Record (05.13.21)
15:19

➤ Elon Musk offers some explanation / defense for Tesla’s decision to stop accepting Bitcoin as a payment method
➤ Will Tesla get into bitcoin mining?
➤ Refreshed plaid Model S runs quarter mile test
➤ Giga Texas hits significant milestone
➤ Credit Suisse update on Tesla in China

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 14, 2021
$18B Credit Market, Tesla Suspends Bitcoin, Musk on FSD, April China Sales, Waymo/Cruise, Toyota 2030 Target (05.12.21)
17:18

➤ Tesla reportedly applies to join $18B regulatory credit market
➤ Elon Musk announces Tesla has suspended their acceptance of Bitcoin as a payment option due to environmental concerns
➤ More clarity on Tesla’s China sales in April
➤ Musk tweets about updates to Autopilot, FSD Beta V9, and FSD subscription
➤ Brandenburg minister comments on Giga Berlin production timeline
➤ Waymo and Cruise reportedly request permission to operate driverless services in San Francisco
➤ Waymo CFO and head of automotive partnerships leave the company, following CEO departure earlier this year
➤ Toyota announces electric vehicles plans for 2030

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 13, 2021
What Is Going On With Tesla China Sales? (05.11.21)
18:13

➤ CPCA report on Tesla sales in China in April has been met with confusion and conflicting information; what is going on with Tesla sales in China in April?

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 11, 2021
NTSB Report, Solar Roof Lawsuit, Musk on SNL, Expansion, Panasonic, F-150, Toyota (05.10.21)
13:16

➤ TSLA stock drops 6.5% to start the week
➤ NTSB releases preliminary report on Tesla accident said to be “driverless” by law enforcement
➤ Elon Musk hosts Saturday Night Live, brings Cybertruck to New York City
➤ Tesla faces possible class action lawsuit over Solar Roof price changes
➤ Tesla receives approval for limited Giga Berlin expansion
➤ Survey shows Tesla skyrocketing up rankings of preferred employers in Germany
➤ Expansion of Fremont general assembly area underway
➤ IDRA Group owner receives order for massive casting machine
➤ Panasonic discusses profitability of Tesla battery segment
➤ Ford sets date for all-electric Ford F-150 unveiling
➤ Toyota investors express concern over strategy

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 11, 2021
More Price Increases, Emails Between Tesla & DMV on Full Self-Driving (05.07.21)
11:51

➤ Tesla continues to increase prices on vehicles in the United States
➤ California Public Records Act request unveils emails between Tesla and California Department of Motor Vehicles
➤ Tesla hits major Supercharger milestone
➤ Elon Musk set to host Saturday Night Live

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
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

May 08, 2021
Q2 Sold Out? + Baillie Gifford Sells More TSLA, Referral Program Changes? (05.06.21)
13:20

➤ Tesla reportedly “sold out” for Q2, just five weeks into the quarter
➤ One of Tesla’s largest institutional shareholders significantly reduces TSLA stake in first quarter
➤ Tesla may be eyeing changes to its referral program
➤ Tesla to share more data with customers in China

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy 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

May 07, 2021
Court Orders Tesla to Share Musk Communications, Mustang Mach-E Sales, Credits, Semiconductors (05.05.21)
08:48

➤ Tesla board of directors ordered to turn over communications between Musk and attorneys regarding 2018 CEO Performance Plan
➤ Ford releases April Mustang Mach-E sales figures which continue to fall month-over-month
➤ Stellantis reports earnings and discusses regulatory credit situation with Tesla
➤ GM reports earnings and addresses semiconductor shortages and Super Cruise subscriptions
➤ SpaceX updates

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 06, 2021
Latest Tesla Acquisition? + Grohmann Expansion, Stellantis Credits (05.04.21)
04:59

➤ Tesla may have stealthily acquired another battery startup
➤ Expansion underway for Tesla Grohmann Automation
➤ Stellantis CEO comments on Tesla regulatory credit pooling agreement

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 04, 2021
Berlin Delay? Steinbach Comments + FSD/Model S Rumors, S&P 500 ESG, Giga Texas, Brakes (05.03.21)
14:02

➤ Unconfirmed report out of Germany suggests six month delay for Tesla’s Gigafactory Berlin, state minister comments on report
➤ Tesla stock (TSLA) added to S&P 500 ESG index
➤ Rumors on Tesla’s FSD V9.0 Beta, refresh Model S range, and more
➤ Tesla submits permit details for “Bobcat Project” in Texas
➤ Videos demonstrating superior braking performance of Tesla vehicles circulate Chinese social media
➤ Tesla ships significant amount of Model 3s to Israel
➤ SpaceX update

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 04, 2021
New Tesla Powerwall+, China Protest, Volkswagen Investigation (04.30.21)
08:25

➤ Tesla spec sheet reveals new energy product, the Tesla Powerwall+
➤ Spec sheet: https://bit.ly/3xCxKZl
➤ Tesla posts detailed account of China protestor interaction to their Weibo account
➤ Volkswagen reportedly under investigation by the SEC

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
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

Apr 30, 2021
FSD Timeline, Insurance, Supply Chain, Earnings Misconceptions (04.29.21)
09:26

➤ Elon Musk shares a new timeline for release of Tesla’s FSD Beta V9.0 and discusses some of that changes that are coming
➤ Tesla preparing for Tesla Insurance expansion in several states
➤ Pierre Ferragu reports on interesting supply chain news for Tesla
➤ Examination of Tesla earnings report takeaways that may not be accurate
➤ SpaceX update

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 30, 2021
Berlin Batteries, TSLA Drops, Timeline & Price Changes, China Follow Up, Semiconductors (04.28.21)
11:46

➤ Tesla stock continues to fall after reporting Q1 earnings
➤ Brandenburg reports Tesla’s intent to modify their production approval application to include battery cell production
➤ Tesla updates delivery timelines for Model Y in Europe, Model S/X in the US
➤ Tesla continues to raise prices in the US
➤ New information on viral protest of Tesla in China
➤ IIHS publishes new safety data comparing electric vehicles to internal combustion engine vehicles
➤ Ford reports earnings, announces drastic production cuts

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 29, 2021
Jim Cramer & Rob Maurer Discuss Tesla's Q1 Earnings + Key Takeaways (04.27.21)
15:53

➤ Jim Cramer & Rob Maurer join Katherine Ross to discuss Tesla stock's reaction to the company's Q1 earnings report and investor conference call
➤ How strong were Tesla's financials?
➤ Understanding Tesla's margins
➤ Tesla's stance on digital currencies
➤ Tesla's aspirations to outsell Toyota
➤ Elon Musk's missed promises
➤ What's going on with Tesla Solar?
➤ Supply chain impacts and chip shortages

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 27, 2021
Q1 Tesla Earnings Report - Financials and Shareholder Letter Analysis (04.26.21)
14:41

Tesla reports a Q1 earnings beat with earnings per share of $0.93. Follow Rob Maurer's live reaction on Tesla's financials, then tune in for the earnings call!

Earnings call livestream: https://youtu.be/mBvyJk5O3A0

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 27, 2021
What To Expect From Tesla Earnings - Q1 2021 (04.23.21)
29:23

YouTube link: https://youtu.be/ja8gWQ2Pqm0

➤ Tesla is set to report earnings after market close on Monday, April 26. Join Rob Maurer for a live discussion on what to expect from Tesla's Q1 2021 earnings report and the most important financial results to watch for.

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive 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

Apr 24, 2021
TSLA Bull Case Presented by Rob Maurer at Benzinga Cleantech Conference (04.22.21)
21:27

➤ 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

Apr 22, 2021
China Shanghai Protest Coverage Escalates, Tesla India, Conquest Sales, Semiconductors, Cadillac Lyriq (04.21.21)
12:47

➤ 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

Apr 22, 2021
Questions for Tesla / Elon Musk on Earnings Call + Tesla Shanghai Protest, TSLA Price Target (04.20.21)
23:49

➤ 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

Apr 20, 2021
Fatal Accident Unlikely “Driverless” Despite Reports + Tesla Safety Report, Shanghai Auto Show (04.19.21)
13:33

➤ 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

Apr 20, 2021
Cybertruck at Giga Texas, Huawei Autonomy, SpaceX Awarded HLS by NASA (04.16.21)
32:19

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

Apr 16, 2021
AI Day: What to Expect, FSD Beta & Subscription, S/X Refresh, Huawei, Cruise, EQS (04.15.21)
14:47

➤ 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

Apr 16, 2021
Interview: Tesla's Neural Networks, Autonomous Driving, and Computer Vision w/ James Douma (04.14.21)
50:24

➤ 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

Apr 14, 2021
Musk's CEO Role, TSLA Stock Rises, Credit Suisse, Shanghai Model Y, MotorTrend, ID.4 Teardown (04.13.21)
12:31

➤ 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

Apr 14, 2021
TSLA Upgrade, Elon Tweets, Tokenized Stock, Energy, Solar Roof, Nvidia (04.12.21)
13:59

➤ 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

Apr 13, 2021
FSD V9, More Price Changes, China Sales, Earnings Date, Budget, Boring Co, Neuralink (04.09.21)
12:08

➤ 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

Apr 10, 2021
Giga Berlin Timeline Confirmed, China Design, Semi, Musk Thanks Suppliers, Macro News (04.08.21)
12:20

➤ 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

Apr 09, 2021
Prefab Superchargers, EV Credit, China Margins, S/X VIN Assignment, ID.4 (04.07.21)
13:35

➤ 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

Apr 08, 2021
Giga Press Orders, Texas Batteries, US Tax Credit, Supercharging, VPP (04.06.21)
12:28

➤ 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

Apr 07, 2021
TSLA Stock/Analysts React to Deliveries, Shanghai, Tim Cook on Musk/Tesla, EQS, Announcement (04.05.21)
19:27

➤ 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

Apr 06, 2021
Live Replay: Tesla Reports Q1 Delivery Beat + Q&A (04.02.21)
01:27:18

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

Apr 02, 2021
Apple Buying Megapacks, Leaked Email on Deliveries, Regulatory Credit $ From VW (04.01.21)
12:08

➤ 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

Apr 02, 2021
Will Tesla Beat Delivery Estimates? (Q1-21) + Biden Infrastructure Plan (03.31.21)
17:10

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

Apr 01, 2021
Toyota/Tesla Partnership? + Tesla vs. Rivian Lawsuit, Semi Updates, SN11 (03.30.21)
09:11

➤ 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

Mar 30, 2021
Cybertruck Pilot Line, Huge Solar Roof Price Increase, Semi, EQS, Boring Co Update (03.29.21)
12:39

➤ 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

Mar 30, 2021
Edmunds Defends Tesla Range Tests - Interview w/ Editor-in-Chief Alistair Weaver (03.28.21)
31:50

➤ 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

Mar 28, 2021
Elon Musk Call Details + Tesla The World's Biggest Company? (03.26.21)
10:59

➤ 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

Mar 26, 2021
Cybertruck, Pricing, Opening Supercharging, Edmunds Range Tests, Secret Call (03.25.21)
20:21

➤ Elon Musk gives teaser on Cybertruck changes
➤ Tesla changes prices again in the United States ahead of quarter end
➤ Rumor indicates Tesla may be close to opening up the Supercharger Network to other electric vehicles
➤ Biden set to unveil infrastructure plan
➤ Pepsi provides update on Tesla Semi delivery expectations
➤ Edmunds receives feedback from Tesla on EV range testing, creates new tests
➤ Nio CEO shares gratitude for Tesla’s role in their history
➤ More info on Tesla’s Bitcoin payment 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

Mar 26, 2021
Bitcoin Payment Added, Potter Note, Smart Shift, China Price, Taycan (03.24.21)
09:43

➤ 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

Mar 25, 2021
Karpathy Talks Deep Learning, Elon Musk, FSD Beta, & Waymo Competition (03.23.21)
13:04

➤ 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

Mar 24, 2021
ARK Invest’s New TSLA Price Target, Monte Carlo Simulations, New Tesla UI, SpaceX (03.22.21)
16:39

➤ 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

Mar 23, 2021
China Military Tesla Restrictions/Risk + New Giga Press, Bitcoin, SpaceX (03.19.21)
08:15

➤ 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

Mar 19, 2021
Bigger EV Incentives Coming? + UK Grant Change Drops Tesla/Others, Giga Berlin Timeline, Tilburg (03.18.21)
11:48

➤ 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

Mar 19, 2021
Berlin Cell Factory News, TSLA Notes, Norway, BMW i4, Volkswagen, Toyota EV (03.17.21)
11:52

➤ 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

Mar 18, 2021
Interview: The Limiting Factor on VW Power Day, Solid-State Batteries, Tesla’s Advantages & More (03.17.21)
24:40

➤ 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

Mar 17, 2021
Autobidder Capacity, New Energy Projects, Insurance Telemetry, Musk History (03.16.21)
08:10

➤ 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

Mar 16, 2021
Titles, NFTs, Volkswagen Power Day, FSD Beta (03.15.21)
13:42

➤ 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

Mar 16, 2021
Investor Sues Elon Musk, Tesla Board + Fremont Fire, Tesla Insurance, Market Share (03.12.21)
09:02

➤ 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

Mar 13, 2021
More Price Changes, Plaid+ Timeline, New TSLA Analyst, China Quality, Semi (03.11.21)
12:47

➤ 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

Mar 12, 2021
People Are Wrong About Tesla’s Battery Costs + IIHS Study, Security Breach (03.10.21)
12:27

➤ 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

Mar 11, 2021
TSLA Rockets to Biggest Day Ever + Shanghai Production, FSD Beta, New Street Upgrade (03.09.21)
12:10

➤ 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

Mar 10, 2021
Starlink + Tesla, FSD Beta Expansion, Internal FSD Emails, Cathie Wood on TSLA, Nickel Supply (03.08.21)
16:51

➤ 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

Mar 09, 2021
A Simple Explanation of TSLA's Valuation (03.05.21)
26:31

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.

Mar 05, 2021
Elon Musk & The Launch of SpaceX - Liftoff Author Eric Berger Interview (03.04.21)
28:59

➤ 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.

Mar 04, 2021
EV Market Share is Overrated, FSD Updates, UBS Increases Price Target (03.03.21)
10:15

➤ 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

Mar 04, 2021
New Solar Roof Design, Tesla India, Starbase Texas, Volvo, Nio (03.02.21)
09:35

➤ 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

Mar 03, 2021
German Battery Research, China Expansion, Giga Texas FTZ, FSD Subscription, CNBC (03.01.21)
12:13

➤ 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

Mar 02, 2021
Latest on Tesla’s Production, Semiconductor Supply, Jaguar’s Misleading EV Plans + SpaceX Updates (02.26.21)
08:18

➤ Latest information on Tesla’s production halt
➤ More news on automotive semiconductor supply issues
➤ Morgan Stanley’s Adam Jonas talks Tesla on CNBC