Tesla Daily: Tesla News & Analysis

By Rob Maurer

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Subscribers: 564
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
China Energy Hiring, Battery Factory Report, Mapping, Solar Roof, Gigabier, Pricing (03.30.23)
09:57

➤ Tesla job listing suggests major new project for Tesla in China
➤ Bloomberg reports on Tesla discussions with CATL for US battery factory
➤ New insight on Tesla’s mapping capabilities
➤ CNBC reports inaccurate Solar Roof information
➤ Tesla releases Gigabier in Europe
➤ Elon Musk becomes most-followed person on Twitter
➤ Ford raises F-150 Lightning Pro price again
➤ Porsche announces price increases for 2024 Taycan

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/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

Mar 31, 2023
BYD Profitabilty, Battery Comments, Analyst Notes, EV Credit, UAW, AGI (03.29.23)
18:13

➤ BYD reports increased profitability for 2022
➤ Piper Sandler, Baird issue updated TSLA notes
➤ New Form 4 filing
➤ Drew Baglino talks batteries
➤ Tesla updates language on EV credit
➤ Giga Mexico site toured by government officials
➤ UAW President and Vice President comment ahead of negotiations
➤ Kia EV9 specs
➤ Musk urges halt on AI development

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 30, 2023
New Record in China, Cybertruck Steering, Texas Expansion, Investigation, Air Force, Lucid (03.28.23)
10:44

➤ China insured vehicles data indicates a record quarter for Tesla
➤ New video shows off Cybertruck’s steering capabilities
➤ Tesla submitted permits for Giga Texas expansion
➤ NHTSA announces another investigation into Tesla
➤ Cox Automotive forecasts record Q1 sales for Tesla in US
➤ Air Force’s chief scientist mentions Tesla’s autonomy developments
➤ EV battery stats from Recurrent
➤ Bloomberg Tesla survey: https://bloom.bg/42LEYd5
➤ Lucid announces layoffs

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 29, 2023
Berlin Ramp Accelerates, Achieves Volume Production + Incentives, Pricing, FSD, Turkey (03.27.23)
10:45

➤ Tesla achieves new production rate milestone at Giga Berlin
➤ New purchase incentives added by Tesla ahead of quarter end
➤ Model S/X inventory check
➤ Analyst notes discuss pricing expectations
➤ Tesla starts rolling out FSD Beta v11.3.3 to more customers
➤ New Cybertruck sighting
➤ China updates
➤ Tesla teases Turkey launch

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

Mar 27, 2023
New Park Assist Ships, FSD Beta 11.3.3, Safety Score 2.0, Ford T3, Solid State Batteries (03.24.23)
15:24

➤ Tesla has started to rollout updated park assist feature for vehicles without ultrasonic sensors
➤ FSD Beta v11.3.3 starts to roll out
➤ Tesla updates Safety Score with version 2.0
➤ UBS publishes brand survey results
➤ Ford announces T3 next-gen truck
➤ CATL comments on solid state batteries

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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 25, 2023
Ford Unveils Massive EV Losses – Tesla’s Dominance on Display (03.23.23)
12:25

➤ Ford separates business units, revealing EV profitability for the first time
➤ Electrek reports on Tesla’s EV tax credit expectations
➤ Tesla begins offering extended warranties
➤ New charging product

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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

Mar 24, 2023
China Automakers Seek Stability, Factory Rumors, Mexico, Nio, VW, FOMC (03.22.23)
09:28

➤ China Association of Automobile Manufacturers urges for stability following pricing volatility
➤ Rumor on Shanghai expansion plans
➤ Giga Texas update
➤ Giga Mexico update
➤ Nio comments on sales targets
➤ Volkswagen shares 2023 financial services guidance
➤ FOMC March meeting takeaways

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
Strong China Numbers, BYD Production, CATL, Hardware 4, Project Highland, Giga Press, Boring Co (03.21.23)
13:55

➤ Tesla momentum continues in tough China market
➤ More reporting on BYD production stoppage
➤ CATL starts new battery production
➤ Possible sign of additional Giga Press for Texas
➤ Hardware 4.0 insight from new owner
➤ Rumors on Tesla’s Project Highland
➤ Bloomberg begins new Tesla survey
➤ The Boring Company seeks further Vegas expansion

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://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

Mar 22, 2023
Investment Grade, FSD 11.3.2, WaPo Article, Solar, BYD, Xpeng, Toyota (03.20.23)
14:14

➤ Tesla receives credit rating upgrade from Moody’s
➤ Credit Suisse acquired by UBS
➤ Tesla begins FSD Beta 11.3.2 rollout, possible progress on USS replacement
➤ Washington Post article on FSD
➤ Morgan Stanley TSLA note
➤ Solar optimization update
➤ New test drive hub in Europe
➤ Oregon halts EV credit
➤ BYD may be throttling production
➤ Xpeng reports earnings
➤ Toyota talks future plans
➤ SpaceX update

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: 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

Mar 21, 2023
Giga Berlin Double Down, Charging Survey, Clarification, Polestar, SpaceX (03.16.23)
08:20

➤ Tesla files expansion plans for Giga Berlin
➤ Banks back First Republic
➤ Clarification on prior episode
➤ Tesla tops JD Power home charging survey
➤ Polestar teases EV update
➤ Starship update

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
Europe Wait Times, PPI, V11 FSD, V4 Supercharger, Volkswagen ID.2 (03.15.23)
16:11

➤ Tesla wait times increase in Europe
➤ Bank fears continue
➤ PPI report below expectations
➤ Tesla plans to continue rolling out V11 FSD Beta
➤ Refreshed S/X arrive in China
➤ Tesla wins defamation suit in China
➤ V4 Supercharger officially opens
➤ Tesla adds steering wheel retrofit to shop
➤ Mississippi curtails direct sales efforts
➤ Volkswagen announces low price EV
➤ GM CMO retires
➤ Cruise announces Origin launch in Austin

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 16, 2023
China Sales Surge, BYD Update, V4 Supercharger, Boring Co, GPT-4 (03.14.23)
09:15

➤ Tesla sales are surging in China ahead of quarter end
➤ Contact form: https://forms.gle/FuzXMtUF9swXzj8M6
➤ CPI comes in higher than expectations
➤ Elon Musk, BYD comment on report
➤ V4 Supercharger update
➤ Tesla releases branding iron
➤ OpenAI releases GPT-4

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

#Tesla #TSLA #Investing

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

Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 15, 2023
Fed Backing, SEC Filings, TSLA Downgrade, BYD Batteries, Powerwall, Safety, Plaid, VW (03.13.23)
15:10

➤ Fed backs bank depositors as SVB, Signature Bank collapse
➤ Rate expectations drop
➤ Various Tesla SEC filings
➤ Wolfe Research downgrades TSLA stock
➤ Report on Tesla’s use of BYD batteries
➤ Tesla opens up Powerwall sales
➤ Tesla releases updates safety report
➤ Report on Plaid Model S top speed
➤ VW cuts prices in China
➤ Rivian and Amazon discuss ending exclusivity clause
➤ Starlink update
➤ Calendar

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 14, 2023
Silicon Valley Bank Collapse, Rates, China Production, BYD, Mexico, GPT-4 (03.10.23)
15:00

➤ Silicon Valley Bank collapses, stoking fear in markets
➤ Unemployment rises
➤ Tesla China production and sales report
➤ BYD cuts price, dealer reportedly pushes Tesla misinformation
➤ Materials partner reports
➤ Tesla lists jobs for new gigafactory
➤ Microsoft mentions GPT-4 launch
➤ Calendar

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

Executive producer Jeremy Cooke
Executive producer 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

Mar 10, 2023
New Ultra Red, Cybertruck, GM Workforce, EU, Silicon Valley Bank (03.09.23)
09:26

➤ GM announces massive employee buyout plan
➤ Tesla introduces new color to Model S and Model X, other updates
➤ Tesla adds new Cybertruck positions at Giga Texas
➤ Morgan Stanley note discusses Cybertruck market potential
➤ EU pushing US on tax credit structure
➤ Silicon Valley Bank crashes

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
FSD v11.3.1 Begins Rollout, NHTSA Investigation, China, Inventory, HW4 (03.07.23)
14:28

➤ Tesla begins to expand FSD Beta v11.3.1 to outside customers
➤ Fed’s Powell continues Senate discussion
➤ Berenberg downgrades TSLA stock
➤ NHTSA opens preliminary investigation on Tesla
➤ China February sales
➤ Tesla inventory spikes

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer 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

Mar 08, 2023
BYD and Tesla in China, Fed, FSD, Mexico, Berlin, Musk Comments, Rivian (03.07.23)
10:41

➤ Analyzing insured vehicle and sales numbers after the first two months of the quarter for Tesla and BYD
➤ Fed’s Powell comments on rates
➤ FSD Beta v11.3.1 appears to begin rollout
➤ New comments on Giga Mexico timeline
➤ Giga Berlin update
➤ Musk comments on Tesla, Twitter, SpaceX at conference
➤ Rivian plans debt offering

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

Mar 08, 2023
More Price Cuts, Megapack, Hardware 4.0, Shanghai, Safety, Cybertruck (03.06.23)
09:13

➤ Tesla cuts prices in Europe, United States
➤ Tesla adjusts Megapack prices, new project comes online
➤ New Model X owner appears to have Hardware 4.0
➤ Giga Shanghai tour video: https://www.youtube.com/live/KmGaAcWbRMk
➤ Report on Tesla safety
➤ Report on Cybertruck orders
➤ Waymo layoffs

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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 06, 2023
More Info on Giga Mexico, Nevada Update, China, Juniper, Ford (03.03.23)
11:45

➤ More information on Tesla’s plans for Giga Mexico following Investor Day
➤ Tesla approved for tax breaks in Nevada
➤ China insured vehicle update
➤ Model Y update report
➤ Ford increases EV production plans
➤ Next week’s calendar

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/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

Mar 04, 2023
8 Key Takeaways From Investor Day (03.02.23)
13:41

➤ Analyzing the major takeaways from Tesla’s Investor Day

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 03, 2023
Berlin Milestone, Discounts, Loyalty, Cybertruck, FSD, Next-Gen (02.27.23)
11:21

➤ Tesla achieves new production milestone at Giga Berlin
➤ Tesla adds new discounted Model S/X inventory
➤ S&P loyalty report shows Tesla dominance
➤ New Cybertruck video
➤ Tesla provides info on FSD Beta recall
➤ New Street Research shares next-gen expectations
➤ Update on Mexico
➤ BMW talks hydrogen
➤ Tesla Solar expands to Milwaukee
➤ Calendar

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: 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

Feb 28, 2023
Automakers Face New Threat From Dealerships, PCE, Mexico, Pricing, Alloy, Ford (02.24.23)
15:12

➤ Legacy automakers are under pressure from new dealership regulations in some states
➤ PCE report comes in higher than expected
➤ President of Mexico comments on Tesla
➤ Tesla lowers prices in Denmark
➤ Tesla files steel alloy patent
➤ Ford extends F-150 Lightning shutdown

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

Executive producer Jeremy Cooke
Executive producer 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 & derivative

Feb 25, 2023
New Sketches, Hardware Rumors, Magic Dock, Safety, GM (02.23.23)
11:36

➤ Tesla appears to tease new vehicle sketches in engineering update presentation
➤ Low jobless claims, revised PCE numbers
➤ Deutsche Bank increases TSLA price target
➤ Numerous rumors on Tesla hardware and software updates
➤ Cybertruck appearance at HQ update
➤ New wheel design spotted
➤ Tesla testing Magic Dock adapter on Superchargers
➤ Model Y earns safety honor
➤ GM to pause some truck production

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: 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

Feb 24, 2023
HQ Announcement, FOMC Minutes, HW4, FSD Beta, Cybertruck, Lucid Earnings (02.22.23)
14:31

➤ Tesla announces headquarters update with California governor
➤ FOMC February meeting minutes
➤ Apparent FSD camera updates spotted
➤ More FSD Beta v11.3 impressions
➤ New Cybertruck prototype videos
➤ Lucid earnings report and 2023 guidance
➤ SpaceX adjusts Starlink prices

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

Executive producer Jeremy Cooke
Executive producer 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

Feb 23, 2023
FSD Beta v11.3 Release Notes, Rumors, Semi, Anode Supply, China (02.21.23)
13:56

➤ Leaked FSD Beta v11.3 release notes
➤ Hardware 4.0 and generation 3 rumors
➤ Driver shares thoughts on Tesla Semi
➤ Tesla signs offtake agreement for anode materials
➤ China insured vehicle report
➤ Toyota US EV plans
➤ SpaceX update

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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 22, 2023
Lithium Report, Shanghai, Price Increases, Firing Response, Radar, Energy, GM, Calendar (02.17.23)
20:09

➤ Bloomberg reports Tesla has interest in acquiring lithium mining company
➤ Updates on Giga Shanghai
➤ Tesla raises prices again in various regions
➤ Tesla responds to union busting allegations
➤ FCC radar documents released
➤ Tesla ends energy partnership in UK
➤ GM comments on EVs
➤ Calendar preview

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

Executive producer Jeremy Cooke
Executive producer 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

Feb 18, 2023
FSD Beta "Recall", Firings, Upgrade Incentive, PPI, Ford Admits Defeat, Renault (02.16.23)
16:08

➤ Ford CEO makes surprising admission on competitive position
➤ Producer price index comes in higher than expected
➤ FOMC members comment on rates
➤ Tesla issues voluntarily over-the-air recall on FSD Beta
➤ Model S/X owners offered upgrade incentive
➤ Renault comments on Tesla’s price cuts

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

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
Hardware 4, Supercharging Expansion, Delivery Windows, China Upgrade, Mexico, Berlin (02.15.23)
21:07

➤ Significant new details on Tesla’s next-generation FSD hardware likely leaked
➤ Barclays issues TSLA update
➤ New Tesla SEC filings
➤ Some Tesla delivery estimates move out
➤ Tesla, US Government share major Supercharging network updates
➤ Giga Shanghai reportedly pausing for upgrades
➤ Government official comments on Tesla and Mexico
➤ Giga Berlin battery production update
➤ Musk discusses Twitter CEO position
➤ Tesla posts robot video

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
Unionization, CPI, China Insured, California Rebate, Service, EU, Ford, SpaceX (02.14.23)
15:42

➤ Workers at Tesla factory publicize unionization efforts
➤ January CPI report
➤ Renaissance Technologies buys TSLA shares in Q4
➤ China insured vehicle numbers drop week over week
➤ Model 3/Y declared eligible for California rebate
➤ Tesla updates service display
➤ EU ban on ICE vehicles moves forward
➤ Ford pauses F-150 Lightning production, announces battery factory
➤ SpaceX update

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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 14, 2023
Pepsi Reacts to Tesla Semi, More Price Changes, Super Bowl Ads, FSD v11, Solar, Investors, Toyota (02.13.23)
12:46

➤ Pepsi provides more insight into Tesla Semi program so far: https://youtu.be/l-BVM673pDs
➤ Elon Musk comments on Investor Day, other calendar updates
➤ Tesla further adjusts prices in the US
➤ Super Bowl advertisements from automakers decline significantly
➤ FSD Beta updates
➤ Tesla updates solar design studio
➤ Investor disclosures on TSLA positions
➤ Incoming Toyota CEO comments on EVs

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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 14, 2023
Energy Project, Price Increases, Hardware 4.0, Megacharger, Mexico, Volkswagen (02.10.23)
17:16

➤ New gigawatt hour scale energy project finalized
➤ Tesla increases price on Model Y in China
➤ Tesla filing mentions next generation Autopilot hardware
➤ Tesla Semi charging update
➤ EV charging funding details to be announced soon
➤ President of Mexico comments on Tesla
➤ Giga Berlin faces regulatory pushback again
➤ Giga New York update
➤ Volkswagen to accelerate EV plans

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#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 11, 2023
Gen 3, China Production, Cybertruck, 4680 Model Y, Model 3, Redwood, SpaceX (02.09.23)
14:18

➤ Discussion on Tesla’s generation 3 platform and Investor Day
➤ New Tesla SEC filings
➤ China January production numbers
➤ New Cybertruck image
➤ Tesla adds more 4680 Model Y to inventory
➤ 2023 Model 3 distinctly separated in accessory menu
➤ Redwood Materials announces government loan
➤ SpaceX completes static fire, discusses Starlink business

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
Investor Day Invites, Master Plan Part 3, China Numbers, Crash Update, SpaceX (02.08.23)
16:10

➤ Elon Musk teases Tesla Investor Day, shows invitation
➤ Comments on Tesla Master Plan Part 3
➤ CPCA publishes domestic and export sales for January
➤ NTSB comments on infamous Tesla crash
➤ Musk comments on FSD Beta v11 timeline
➤ PepsiCo send Semi to Super Bowl
➤ SpaceX plans massive engine test

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Executive producer Jeremy Cooke
Executive producer 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

Feb 09, 2023
Surprising Sales Report, China Insured Numbers, Hertz, Super Bowl (02.07.23)
12:44

➤ New auto industry report out of California contains some surprising information on Tesla sales
➤ Fed Chairman Powell speaks
➤ Ron Baron comments on Tesla
➤ New weekly insured vehicle data out of China
➤ Hertz discloses some information on Tesla fleet
➤ GM shares Super Bowl ad: https://youtu.be/jfYdypGqbOs

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
Price Increases, Inventory, Analyst Updates, v11, Ford, Rivian, Twitter (02.06.23)
12:24

➤ Tesla has increased prices on the Model Y after EV credit changes, will it be enough?
➤ Wedbush, RBC increase TSLA price targets
➤ Tesla inventory updates
➤ Musk comments on FSD Beta v11
➤ Giga Berlin update
➤ Ford comments on EV mishaps
➤ Rivian developing electric bike
➤ Twitter reportedly won’t face foreign investor investigation

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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 07, 2023
Huge EV Credit Update, Musk Verdict, Megafactory, Project Highland, China Sales, Ford (02.03.23)
15:29

➤ US issues new guidance on EV tax credit, dramatically changing structure
➤ Elon Musk ruled not liable in shareholder lawsuit
➤ Project Highland, Cybertruck prototype commented on by Musk
➤ CPCA releases China January sales
➤ Tesla cuts prices in Taiwan, South Korea
➤ Ford comments on EV profitability

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
Cybertruck Spotted, Wait Times, Mexico, January Sales, Ford, GM, Nio, BYD (02.02.23)
13:10

➤ New Tesla Cybertruck spotted: https://www.instagram.com/p/CoGsJ9iLsSW/
➤ Tesla increases delivery timeline estimates for some vehicles in the US
➤ Government official comments on Tesla’s Mexico plans
➤ US auto market shows strength in January
➤ Ford reports earnings
➤ GM announces new partnership
➤ Honda and GM share hydrogen plans
➤ Nio price cut rumor
➤ Berkshire Hathaway sells more BYD

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
FOMC, China Production, BlackRock, Piper Sandler, Cybertruck, Winter Tests, Rivian (02.01.23)
19:52

➤ Reuters reports on production plans for Giga Shanghai
➤ Stock markets rise after Federal Open Market Committee meeting
➤ BlackRock increases TSLA position
➤ EV sales in China drop
➤ Warranty reserves increase in Q4
➤ Musk review Cybertruck prototype
➤ Indonesian president comments on Tesla
➤ Tesla performs well in winter test
➤ Hyundai announces IONIQ 6 EPA range
➤ Rivian plans layoffs
➤ Lotus to go public

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Executive producer Jeremy Cooke
Executive producer 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

Feb 02, 2023
Takeaways From Tesla's 10-K, China Insured, Mexico, Texas, Sensors, Discount (01.31.23)
13:07

➤ Tesla files annual 10-K report
➤ China insured vehicle reports for last two weeks
➤ Mexico plans commented on by officials
➤ New press at Giga Texas
➤ Ultrasonic sensor replacement testing
➤ More info on Tesla discount

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
Competitors Grapple With Tesla Price Cuts, New Discount, Inventory, Fire, Mercedes Level 3 (01.30.23)
17:12

➤ Competitors continue to respond to Tesla’s price cuts in a variety of ways
➤ Tesla adds promotional offers for Model S/X
➤ Research shows strong customer retention for Tesla
➤ Large number of Semis spotted
➤ Report of “spontaneous combustion” Tesla fire
➤ Shanghai adds EV incentive
➤ Mercedes announces US launch of Level 3 system
➤ GM rumor

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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 31, 2023
TSLA Rises After Q4 Earnings Report (01.26.23)
16:37

➤ Tesla stock rallies after Q4 earnings report
➤ Recap of key points of emphasis from the earnings report
➤ Tesla discloses new credit line
➤ Motor Trend covers Tesla Semi: https://www.motortrend.com/reviews/tesla-semi-interior-review
➤ Update on possible Mexico factory
➤ Toyota CEO steps down

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
Giga Nevada Expansion + Q4 Earnings Preview (01.24.23)
25:22

Watch on YouTube: https://youtu.be/cAG-05K_wmA

➤ Tesla announces multibillion dollar expansion plans, new Semi production factory
➤ Tesla slightly increases Model Y price in the US
➤ Ford may sell factory to BYD in China
➤ Tesla Q4 earnings expectations

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
Data Reveals Impact of Tesla Price Cuts, UBS Expects Massive Auto Market Declines (01.23.23)
16:24

➤ Various data points regarding Tesla interest after price cuts
➤ Tesla inventory levels out
➤ UBS analysts see massive declines in automotive industry earnings
➤ Kia EV9 specs possibly leaked

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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 24, 2023
GM Investments, China Survey, Car Awards, Heat Pump, Lucid (01.20.23)
13:52

➤ GM announces a nearly $1B investment plan
➤ Dan Ives bullish on Tesla in China after survey
➤ Tesla is a category winner in car of the year awards
➤ Tesla talks heat pump: https://youtu.be/DyGgrkeds5U
➤ Lucid discounts

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
ADAS Competition, Semi, Berlin, Thailand, Loot Box, Kia on Price Cuts, Starlink (01.19.23)
14:48

➤ Tesla gets a perfect score in advanced driver assistance system competition in China: https://youtu.be/TwABzDLo4rE
➤ PepsiCo shows off Tesla Semis
➤ Giga Berlin updates
➤ Tesla vehicles arrive in Thailand
➤ Tesla adds new Loot Box rewards
➤ Kia discusses recent Tesla price cuts
➤ Hertz announces EV project
➤ Starlink updates

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
Piper Sandler Note, PPI, Inventory, Giga Press, Lawsuit, Xpeng, Channel (01.18.23)
12:24

➤ Piper Sandler reiterates Overweight rating on TSLA stock, but lowers price target
➤ PPI report comes in lower than expected
➤ Tesla inventory remains following price cuts
➤ Giga Press progresses at Giga Texas
➤ Trial starts in Musk/Tesla lawsuit
➤ Xpeng lowers prices

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 19, 2023
Cybertruck Discussion, Other Vehicles, China, FSD Beta, Hertz (01.17.23)
18:47

➤ Tesla Chief Designer Franz von Holzhausen discusses Tesla Cybertruck and other vehicles on Tesla’s roadmap: https://youtu.be/XpTyo2PQq6E
➤ Goldman Sachs and Bank of America lower TSLA price targets
➤ New China insured vehicle numbers
➤ Elon Musk provides FSD Beta updates
➤ Report on 2016 FSD demo video
➤ Hertz and Uber expand EV program
➤ Indonesia comments on Tesla partnership

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
Search Interest Spikes After Price Cuts, Giga Press Progress, AP4, Toyota (01.13.23)
14:43

➤ Tesla search interest jumps dramatically after price cuts
➤ Giga Press stands up in Texas
➤ Possible Autopilot hardware leak
➤ Toyota comedy continues

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
Huge US Price Cuts, Expansion Rumors, CPI Report, Lucid (01.12.23)
17:29

➤ Tesla cuts prices by up to $13,000 in the United States
➤ Bloomberg report on expansion plans in China
➤ Updates on Indonesia, Mexico
➤ Tesla plans huge facility in Houston
➤ CPI report
➤ Lucid reports Q4 production and deliveries

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
Musk Cautions on Indonesia Report, Tesla Passes BMW, Solar Inverter, EU Policy (01.11.23)
15:31

➤ Elon Musk comments on reporting of Tesla factory in Indonesia
➤ Tesla surpasses BMW for leadership position in US premium market
➤ Tesla solar inverter white paper
➤ More IDRA shipments arrive at Giga Texas
➤ Tesla Semi update
➤ Cybertruck rumor
➤ Roadster rumor
➤ German automakers push for EU policy changes

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
Texas Expansion, 4680 Model Y, China Sales & Production, VP Comments on Pricing (01.10.23)
18:01

➤ Tesla files for new construction projects at Giga Texas
➤ 4680 Model Y showing up in inventory
➤ China sales, production, and insured vehicle reports
➤ Tesla VP again discusses price cuts
➤ German chancellor meets with Tesla and others
➤ Tesla highlight sales success in Europe
➤ Tesla reportedly lowers Supercharging prices in Europe
➤ GM pushes for EV credit reconsideration
➤ The Boring Company update

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
New Tesla Giga Press To China? + FSD Updates, Wait Times, Safety Report (01.09.23)
16:35

➤ IDRA announces pending shipment of new Giga Press
➤ Bank of America cuts TSLA price target
➤ Model Y wait times increase in China, US
➤ NHTSA comments on Tesla investigation
➤ Tesla updates Autopilot safety report
➤ Elon Musk comments on FSD v11
➤ Model 3 passes Camry in Australia
➤ Berkshire Hathaway slightly reduces BYD position

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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 10, 2023
VP Comments on Price Cuts, Giga Press, Tesla Insurance, Calendar (01.06.23)
09:51

➤ Tesla VP comments on price cuts in China
➤ Market reacts to price cuts
➤ Reviewing Tesla prices over time
➤ IDRA shipments arrive at Giga Texas
➤ Tesla Insurance update

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
Big Tesla Price Cuts in China (01.05.23)
14:02

➤ Tesla has dramatically lowered prices in China and other countries
➤ Production confirmed to be resumed at Giga Shanghai
➤ Tesla adds additional option to Model S/X
➤ Tesla withdraws request in Texas
➤ NHTSA requirement results in some window features being removed by Tesla
➤ Mercedes to launch US charging network
➤ Dodge unveils EV Ram truck

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
China Numbers, Dealership Laws, Lithium, Trademark, GM, Rivian, Sony (01.04.23)
13:57

➤ Insured vehicle counts in China drop in final week of quarter
➤ Texas places dealership laws on legislative agenda
➤ Update on lithium refinery in Texas
➤ Tesla highlights economic contribution in California
➤ Trademark filing causes confusion
➤ GM reports US sales
➤ Rivian reports Q4 production

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2023
Stock Falls Amid Demand Concerns, Investor Day, EV Credit, Tom Zhu, Safety, Lithium, Energy (01.03.23)
20:29

➤ TSLA stock drops sharply following Q4 delivery report as demand concerns grow louder
➤ Tesla schedules Investor Day for 2023
➤ EV credit feedback sought by IRS
➤ Tom Zhu reportedly takes on bigger role
➤ Tesla passengers survive fall off cliff
➤ South Korea fines Tesla
➤ Tesla and Piedmont Lithium reach new deal
➤ Neoen announces start of new energy project

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 04, 2023
Q4 Delivery & Production Report (01.02.23)
15:53

➤ Tesla reports record Q4 delivery and production numbers to wrap up 2022

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#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 02, 2023
EV Credit Update, Leaked Email, Q4 Production Forecast, Year in Review (12.29.22)
22:06

➤ IRS and Treasury Department issue updates on US EV credits
➤ Leaked Elon Musk email to Tesla employees before quarter end
➤ Alex Potter reiterates TSLA price target
➤ Production and delivery estimates for Q4
➤ Tesla recaps 2022 progress

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#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 30, 2022
Correction From Tesla China, Baird Cuts Price Target, Norway, Used Prices, Nio, SpaceX (12.28.22)
08:22

➤ Tesla China corrects report on Giga Shanghai production plan
➤ Baird cuts TSLA price target
➤ Tesla crosses major milestone in Norway
➤ Data shows decline in used Tesla prices
➤ Nio reduces delivery guidance
➤ SpaceX hits 2022 launch target

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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

Dec 29, 2022
4680 Update, Insured Vehicles, China Production, Tom Zhu, Taiwan, All In (12.27.22)
13:26

➤ Tesla provides update on 4680 battery progress
➤ Weekly insured vehicles decline again for Tesla in China
➤ Reports on production in China and comments from Tesla
➤ Tom Zhu role change for Tesla China
➤ Taiwan sales update
➤ Elon Musk on All In podcast

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 28, 2022
China Rumors, Wedbush Cuts Price Target, Discount Impact, PCE (12.23.22)
13:06

➤ New rumors and reports on Tesla in China
➤ PCE report
➤ Wedbush cuts TSLA price target
➤ US discounting drives inventory down
➤ Megapack leak
➤ Twitter CEO report

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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

Dec 24, 2022
Elon Musk Shares Major Details on Tesla, Reiterates Focus & Confidence (12.22.22)
22:42

➤ Elon Musk discusses, Tesla, Twitter, the macro environment and more in new Twitter Space
➤ TSLA stock drops on the highest volume of the year
➤ Model Y breaks record in Norway
➤ Tesla expands battery footprint in Fremont
➤ Tesla reportedly places order with TSMC

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 23, 2022
"Hiring Freeze", US Discounting, Twitter Updates, Morgan Stanley, "FSD" Crash (12.21.22)
20:15

➤ Discussing a report on Tesla’s planned layoffs and “hiring freeze”
➤ Tesla hiring in Turkey
➤ Elon Musk comments on Twitter CEO position, cash flow
➤ Tesla increases US discount before end of year
➤ Cars covered in Giga Shanghai staging lot
➤ Morgan Stanley reiterates overweight rating on TSLA
➤ CNN reports on “FSD” crash
➤ Quick note on Panasonic 4680s
➤ More IDRA parts at Giga Texas
➤ Chevy Bolt recalled

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 22, 2022
TSLA Stock Dropping Amid Uncertainty, China Numbers Weaker (12.20.22)
13:27

➤ TSLA stock continues to decline as investors raise concerns
➤ Tesla China insured vehicles decline from prior week
➤ Two analysts lower TSLA price targets
➤ Lucid complete capital raise

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 21, 2022
Musk Stepping Down at Twitter? + Giga Mexico, Berlin Production, Oppenheimer Downgrade, EV Credit (12.19.22)
16:14

➤ Elon Musk polls Twitter users on whether he should step down as the head of Twitter
➤ Additional reporting on possible Tesla factory in Mexico
➤ Tesla hits Giga Berlin production milestone
➤ More incentives added in China
➤ Oppenheimer downgrades TSLA stock
➤ Deutsche Bank issues TSLA note
➤ New FSD Beta update rolling out to employees
➤ Tesla hits solar milestone
➤ Treasury Department comments on EV credit
➤ Toyota comments on EVs
➤ Starlink passes 1M subscribers

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 20, 2022
Interview: Musk's Early Days & An Unfulfilled Vision w/ The Founders Author Jimmy Soni (12.18.22)
59:15

➤ Jimmy Soni, author of 'The Founders' joins Rob Maurer to discuss the early days of Elon Musk, the story of x.com and PayPal, where Twitter may be headed, and more.

The Founders: https://amzn.to/3V7oGWZ
The Soul of A New Machine: https://amzn.to/3jcqGzY

Find Jimmy Soni on Twitter @jimmyasoni

0:00 Jimmy Soni & The Founders
0:41 Backstory on the book
4:38 Understanding Elon
10:22 Elon’s early days and Twitter motivation
14:25 A vision unfulfilled
16:57 Being wrong
20:20 Organizational change
22:06 Speed
24:02 Elon forced out of PayPal
34:22 Elon’s mindset and overcoming challenges
39:55 Elon’s motivation & character
47:08 Engineering vs. the world
50:31 Filtering out the noise
53:08 Misconceptions

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives. Product links may earn additional revenue for the channel.

Dec 18, 2022
Semi Update, Europe Discounts, Morgan Stanley Note, Calendar (12.16.22)
15:30

➤ Pepsi leadership discusses Tesla Semi and shares new details
➤ Musk to interview with Lex Fridman
➤ Timeline update on FSD V11
➤ Tesla adds discounts in Europe
➤ Morgan Stanley issues new TSLA note
➤ IDRA parts arrive at Giga Texas

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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

Dec 17, 2022
Musk Sale, Factory Rumor, Texas Production, Tesla Electric, EOQ, Reliabilty, F-150 (12.15.22)
17:33

➤ Report on possible new Tesla factory location
➤ Elon Musk discloses TSLA stock sale
➤ Giga Texas hits production rate milestone
➤ Tesla launches Tesla Electric
➤ Update on Giga Shanghai
➤ Tesla adds end-of-quarter incentives
➤ FSD Beta 10.69.3.3 begins public rollout
➤ Consumer Reports comments on Tesla reliability
➤ California approves EV charging investment
➤ Ford increases F-150 Lightning prices

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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

Dec 16, 2022
FOMC, Goldman Sachs, Giga Berlin, China, Indonesia, Redwood Materials (12.14.22)
13:51

➤ Goldman Sachs lowers TSLA price target by nearly 25%
➤ Market fluctuates after FOMC meeting
➤ Mixed reporting on Giga Berlin’s third shift
➤ More reports of production shutdown denials out of China
➤ Tesla adds new item to shop
➤ Indonesia plans to add EV credit
➤ Redwood Materials announces new battery campus

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 15, 2022
Musk Comments on Tesla, High TSLA Volume, China Insured Numbers, Giga Berlin, Holiday Update, EPA (12.13.22)
23:13

➤ Elon Musk comments on Tesla, makes commitment to Tesla shareholders
➤ TSLA stock volume hits 52-week high as stock falls to two-year low
➤ CPI report comes in lower than expected
➤ Reviewing China insured vehicle numbers
➤ China to consider stimulus plans
➤ Tesla releases holiday software update
➤ Giga Berlin update
➤ Semi Charger update
➤ EPA report on efficiency

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 14, 2022
Cybertruck Casting, China, EV Credit, Taiwan, Norway, VPP, Rivian, Toyota (12.12.22)
12:15

➤ New photo leaked which appears to show Cybertruck casting
➤ Looking at the calendar for the week ahead
➤ Assessing reporting on Tesla China production
➤ IRS provides update on EV credit changes
➤ Report on initial Taiwan results
➤ Norway crosses EV adoption milestone
➤ Update on Tesla virtual power plant in Texas
➤ Rivian and Mercedes announces partnership pause
➤ Toyota reportedly reevaluates EV plans

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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

Dec 13, 2022
PPI, China, Holiday Update, Megapack, Castings, Jeep Factory (12.09.22)
14:30

➤ TSLA stock outperforms market
➤ PPI higher than expected
➤ Musk comments on Fed / macro
➤ Further reporting on China production
➤ Tesla holiday software update features shared
➤ Tesla opens new megapack project in Belgium
➤ Real estate developer includes Tesla in new project
➤ Possible casting equipment sighting
➤ Stellantis idles Jeep production factory

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 10, 2022
Record Production, November Numbers, China Report, Tom Zhu, Twitter Debt (12.08.22)
12:05

➤ Tesla sets production record at Giga Shanghai in November
➤ CPCA reports retail and export sales
➤ Bloomberg reports on shift reductions at Giga Shanghai
➤ Elon Musk comments on macro economic conditions, CEO role
➤ Alex Potter shares insight on China market
➤ Tom Zhu reportedly working out of Giga Texas
➤ Elon Musk reportedly considers margin loan to cover Twitter debt

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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

Dec 09, 2022
Additional China Discount, CEO Rumor, Radar Update, Thailand Pricing, Holiday Update (12.07.22)
14:31

➤ Tesla adds another discount in China
➤ Tesla executives file Form 4s
➤ Report on Tesla CEO position
➤ China relaxes Covid policies
➤ Tesla requests extension from FCC
➤ Thailand design studio opens
➤ Report on Tesla holiday software update
➤ Volkswagen plans investment in Wolfsburg plant

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 08, 2022
Fremont Permits, Model 3, Weekly China Numbers, Potter Note, Berlin, Apple Car (12.06.22)
14:26

➤ Tesla applies for Fremont factory updates
➤ Model 3 vehicles spotted with interesting camouflage
➤ Weekly insured vehicle numbers decline in China
➤ Piper Sandler issues Tesla note with research on China market
➤ Wired questions Giga Berlin staffing levels
➤ Tesla shares details on lithium refinery
➤ Volkswagen CEO to present software strategy to board
➤ Apple reportedly delays Apple Car project

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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

Dec 07, 2022
Production Report Denied, November Sales, Taiwan, FSD Beta, F-150, Twitter (12.05.22)
13:33

➤ Tesla reportedly denies reports of production reduction in December
➤ CPCA reports wholesale sales numbers for Tesla in November
➤ China reportedly plans to continue loosening Covid-19 restrictions
➤ Tesla delivers first vehicles in Taiwan
➤ November registrations for Germany / UK
➤ Musk comments on FSD v11
➤ Tesla Semi production line report
➤ Interesting Cybertruck design drawing displayed by Tesla
➤ Ford F-150 Lightning sales drop month-over-month
➤ Musk share positive news on Twitter advertisers

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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

Dec 06, 2022
Semi Battery, Charging, & Delivery Details + China Update (12.02.22)
14:13

➤ More information on the Tesla Semi regarding the vehicle’s battery, charging, and deliveries to Pepsi
➤ Updates on Tesla in China
➤ SpaceX receives important FCC authorization

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 03, 2022
Chief Designer Discusses What’s Next, Cybertruck, Semi & Elon Musk (11.30.22)
11:53

➤ Tesla’s Franz von Holzhausen discusses Tesla’s next vehicle, Tesla’s Cybertruck, Semi, and working with Elon Musk: https://youtu.be/xTH3Nm_Ca1g
➤ Market rallies after comments from Fed chairman
➤ California Department of Transportation confirms large Tesla order
➤ Elon Musk meets with Apple CEO Tim Cook
➤ Netflix CEO Reed Hastings defends Musk
➤ Ukrainian President Zelensky comments on Musk

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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

Dec 01, 2022
China Insured Vehicles, South Korea, Cybertruck, S&P Research, Brand Favorability, Mobile App (11.29.22)
19:27

➤ New weekly insurance numbers out of China show continued strength
➤ Looking at TSLA short interest
➤ South Korean government discusses Tesla factory in more detail
➤ Cybertruck hiring updates
➤ Cybertruck casting machine update
➤ S&P shares research on EV market
➤ Tesla appears to update rear screen in refreshed S/X
➤ Hertz begins adding Superchargers
➤ Tesla updates mobile app
➤ Volkswagen discusses Foxconn partnership

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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

Nov 30, 2022
Model 3 Refresh Rumors, China Update, Giga Berlin Production, Semi, FSD Wide Release (11.28.22)
13:53

➤ Report on refreshed Model 3 coming in 2023
➤ Updates on Tesla’s Giga Shanghai
➤ Giga Berlin reportedly hits record production
➤ Tesla announces launch in Thailand
➤ Elon Musk comments on Semi test
➤ Tesla opens FSD Beta to all North American customers
➤ Report on Tesla semiconductor partnership
➤ Elon Musk mentions possibility of making phone
➤ Aptera announces use of NACS

Shareloft: https://www.shareloft.com
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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

Nov 29, 2022
TSLA Upgraded, Analysts Updates, South Korea, BYD, Dolby Atmos, Australia (11.23.22)
17:50

➤ TSLA stock upgraded by long-time Tesla bear
➤ FOMC minutes released
➤ Morgan Stanley issues new note on Tesla
➤ Wedbush comments on Tesla
➤ Elon Musk notes possibility of factory in South Korea
➤ BYD plans price increase in China
➤ Tesla reportedly planning to add Dolby Atmos functionality
➤ Musk comments on v11 release
➤ Australia moves forward on EV credit

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 23, 2022
AP Engineers Discuss Simulation, Weekly China Insured Vehicles, New Referral Program, Pininfarina (11.22.22)
13:05

➤ Tesla Autopilot engineers discuss FSD training, simulation progress
➤ BazelCon: https://youtu.be/ol5hwjr48Q4
➤ Price cut rumor reporting in China
➤ New weekly insured vehicles numbers in China
➤ Volkswagen lowers China sales target
➤ Tesla updates referral program in the US
➤ Supercharger milestone
➤ Model Y Track Mode update
➤ FSD Beta expands to more owners
➤ Pininfarina Battista sets new acceleration records
➤ Sony / Honda comments on differentiating from Tesla

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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

Nov 23, 2022
Energy Updates, Hardware 4, v11 Release Notes, Apple Music, Recalls (11.21.22)
11:39

➤ Interesting development in Australian energy market could have implications for Tesla Energy
➤ Tesla brings new energy storage project online in UK
➤ China concerns rise
➤ Report on TSMC and Tesla
➤ FSD Beta v11 full release notes
➤ Peterson exhibit opens
➤ Apple Music appears to be coming soon to Tesla vehicles
➤ Two more over-the-air recalls
➤ Volkswagen’s OTA update

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 22, 2022
New Safety Score Component, Insurance Expansion, S/X, New Merch (11.18.22)
10:36

➤ Tesla updates Safety Score, adds new scoring factor
➤ Peterson exhibit opens to media
➤ Tesla Insurance expands to new state
➤ Model S/X imminent in Switzerland
➤ Tesla adds new shop items

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 18, 2022
Volkswagen Delays EV Plans, Tesla NPS, Supercharging, Musk Email, GM, Cruise (11.17.22)
12:56

➤ Volkswagen reportedly makes major changes to EV plans
➤ Bullard, George comment on rates
➤ Tesla tops EV Net Promoter Score survey
➤ Italy added to expanded Supercharger test
➤ Musk emails Twitter managers
➤ GM discusses EV profitability
➤ Cruise expands hours of operation

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 18, 2022
Musk Identifies Tesla CEO Successor, Expects Another Twitter CEO, Semi Launch, 4680 Update, Twitter, Lucid (11.16.22)
22:20

➤ Tesla board member says in court that Elon Musk has identified a potential successor for the CEO position
➤ PPI comes in below expectations
➤ Musk discusses Twitter position in court
➤ Tesla Semi production discussed
➤ Tesla sets Semi launch event
➤ Musk comments on FSD Beta V11 rollout
➤ Tesla plans to update safety score
➤ 4680 battery update: https://youtu.be/4XOHetABrag
➤ Tesla updates wait times in China
➤ New insured unit data
➤ Model S receives 5-star ENCAP rating
➤ Bank of America cuts TSLA price target
➤ Munger comments on Musk, Tesla
➤ George Hotz may work at Twitter
➤ Yellen comments on Twitter
➤ Redwood Materials signs deal with Panasonic
➤ Lucid announcements

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 16, 2022
FSD Beta V11, China Crash, California Sales, Solar Update, Twitter (11.14.22)
20:47

➤ Tesla begins rolling out FSD Beta version 11 to some employees
➤ Fed officials discuss lower rate increases
➤ Elon Musk interviewed at B20 summit
➤ Tesla crash draws questions in China
➤ Tesla retains top selling spot in California
➤ Model 3 receives 5-star Green NCAP score
➤ Tesla continues hiring solar installers
➤ Musk comments on Twitter, SpaceX, Tesla buyback
➤ SEC charges S&P

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 15, 2022
Musk Comments on China Rumor, China Begins Covid Pivot, Tesla Seeks Charging Standard (11.11.22)
14:02

➤ Elon Musk denies Reuters report on China exports
➤ China loosens Covid-zero policies
➤ Report on Tesla China plans
➤ Clarification on insurance bonuses
➤ Tesla opens charging connector in push for new standard
➤ Tesla to hold Semi delivery event
➤ Semi shows up in Tesla app
➤ Clarification on Musk Twitter comments

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Executive producer 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

Nov 11, 2022
Markets Pop, CPI, Wedbush, Cybertruck, Solar, Twitter (11.10.22)
12:12

➤ TSLA recovers alongside markets after CPI report
➤ Wedbush removes TSLA from best ideas list
➤ Tesla opens Cybertruck production job listings
➤ Electrek reports on Tesla solar cancellations
➤ New Quicksilver paint spotted
➤ Twitter updates

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 11, 2022
TSLA Continues Fall, China Production Record, EV Credit Bill, Rivian Earnings, Twitter (11.09.22)
20:43

➤ TSLA stock continues to drop on high volume
➤ Walking through the math on Elon Musk’s stock sales and Twitter requirements
➤ Tesla sets production record at Giga Shanghai
➤ More discussion on China demand
➤ EV tax credit changes proposed in Congress
➤ Tesla establishes new warehouse in Germany
➤ Foxconn discusses EV plans
➤ Rivian reports Q3 earnings
➤ Elon Musk shares more on Twitter plans
➤ Twitter notes: https://bit.ly/3NVyxgt

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2022
Musk Sells $4B, Tesla China Discounting, Recall, Zoom, Lucid Earnings (11.08.22)
23:47

➤ Musk sells TSLA stock
➤ Tesla implements insurance rebate after cutting prices in China
➤ Zach Kirkhorn Form 4
➤ Over-the-air recall of Model S/X
➤ Tesla China’s domestic and export sales for October
➤ New feature coming soon
➤ Tesla investor relations team recognized
➤ Musk comments on Twitter activity levels
➤ Lucid reports Q3 earnings

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Executive producer Jessie Chimni
Executive 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, 2022
Thoughts on Elon Musk + Macro, Giga Berlin Expansion, Model Y Update, Sweden (11.07.22)
09:29

➤ Rob Maurer shares some thoughts on Elon Musk’s latest actions
➤ Update on macroeconomy
➤ Tesla plans to file application for Giga Berlin expansion
➤ Model Y receives new EPA certification
➤ Model S Plaid registered in Norway
➤ Tesla to open some Australian Superchargers
➤ Sweden cuts EV incentives

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 08, 2022
Musk Interviewed by Ron Baron, German EV Incentives, Telecom License, Credit Pushbacks (11.04.22)
19:37

➤ Ron Baron interviews Elon Musk about Tesla, Twitter, SpaceX
➤ Ron Baron shares valuation expectation for Tesla stock
➤ Tesla updates customers on incentive deadline
➤ Tesla applies for telecom license in Canada
➤ Japan, South Korea push back on EV incentive plans

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 05, 2022
China Sales, Berlin Expansion, Tesla Bot, Ultrasonics, Giga Press (11.03.22)
12:50

➤ CPCA reports Tesla China’s sales for October
➤ Baron Funds possibly interviewing Elon Musk: https://bit.ly/3T5yRKG
➤ Tesla commences Berlin expansion, reportedly preparing third shift
➤ New software update contains ultrasonic sensor replacement code
➤ IDRA shares work on new Giga Press
➤ German Tesla registrations for October
➤ Q3 market share for BEVs in Europe
➤ Goldman Sachs issues report on Tesla Bot
➤ Ford reports October EV sales
➤ Canada tightens foreign investment regulations
➤ Saudi Arabia and Foxconn partner for EVs

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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 03, 2022
FOMC Meeting, FSD Beta 10.69.3 Expands, China Production, Pepsi, Battery Production (11.02.22)
16:33

➤ TSLA stock drops alongside market following FOMC statement and press conference
➤ FSD Beta 10.69.3 begins rolling out
➤ Nio suspends production in China
➤ Tesla closes first store in China
➤ Frito Lay plans massive solar array
➤ Details on new Model Y suspension
➤ Northvolt reevaluates factory plans

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2022
FSD 10.69.3 Release Notes, China Sales, Cybertruck, Twitter Crossover, Panasonic, Toyota, SpaceX (11.01.22)
13:00

➤ Release notes for FSD Beta 10.69.3 leaked ahead of broader rollout
➤ Tesla China insured units for October
➤ Report on Cybertruck production timeline
➤ Tesla employees reportedly help out at Twitter
➤ Panasonic to begin battery factory construction
➤ Toyota reports earnings
➤ SpaceX launches Falcon Heavy

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2022
Former Tesla AI Director Explains Departure, State of FSD, Elon Musk & More + Giga Texas Production (10.31.22)
12:56

➤ Tesla’s former director of AI, Andrej Karpathy, discusses his time at Tesla, the decision to leave, the current state of FSD, and much more: https://youtu.be/cdiD-9MMpb0
➤ Tesla discloses Giga Texas production milestone
➤ FSD Beta update
➤ GM halts Twitter ads
➤ Tesla Semi testing spotted
➤ George Hotz steps down at Comma AI

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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 01, 2022
Giga Berlin Expansion, Twitter Close, EU Ban, GM Credits, PCE (10.28.22)
11:36

➤ Tesla begins expansion work at Giga Berlin
➤ Elon Musk closes Twitter deal
➤ European Union agrees on ban of internal combustion engine vehicle sales by 2035
➤ Personal consumption expenditures reported for September
➤ GM comments on EV credits

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 28, 2022
Auto Valley of Death, Uber Update, Recalls, SEC Investigation, Lithium (10.27.22)
12:20

➤ Discussing the auto industry’s “valley of death”
➤ Amazon, Apple report earnings
➤ Uber provides updates on Tesla usage through Hertz partnership
➤ Tesla Model 3, Cyberquad for Kids recalled
➤ SEC reportedly investigating FSD marketing
➤ Tesla lets term sheet for lithium expire
➤ Model Y is best selling vehicle in Europe in September

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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 27, 2022
Musk Enters Twitter HQ, Tesla Investigated, Megafactory Progress, Ford Pivot (10.26.22)
15:33

➤ Elon Musk heads to Twitter HQ and they let that sink in
➤ Tesla reportedly under Department of Justice investigation
➤ Video of Tesla’s new energy Megafactory
➤ Multiple Tesla Semis spotted ahead of deliveries
➤ Ford pivots on autonomous strategy
➤ GM apparently borrows some media

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 27, 2022
Giga Press, Semi, Supercharging, GM Inventory & EV Delay (10.25.22)
11:17

➤ IDRA posts updated on 9000T Giga Press for Cybertruck
➤ Reports on Elon Musk’s Twitter acquisition
➤ Tesla Semi receives EPA certification
➤ Tesla receives funding for Superchargers in Australia
➤ GM beats earnings expectations, inventory grows

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Executive producer Jeremy Cooke
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Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2022
China Price Cuts, 10-Q Filing, Mexico, Toyota (10.24.22)
14:15

➤ Understanding the impacts of Tesla’s price cuts in China
➤ Tesla files 10-Q report after Q3 earnings
➤ Elon Musk reportedly discussing Tesla investment in Mexico
➤ Toyota rethinks EV plans

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 25, 2022
New Tesla Colors, Hardware 4.0, FSD Beta, & Supercharger Voting (10.21.22)
12:12

➤ Tesla introduces new Midnight Cherry Red and Quicksilver colors
➤ Rate increase expectations decline on Fed comments
➤ Supplier reportedly comments on next-gen FSD hardware
➤ Musk comments on next FSD Beta release
➤ Tesla opens Supercharger location voting

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Executive producer Jessie Chimni
Executive 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, 2022
Overlooked Takeaways From Tesla Earnings (10.20.22)
17:01

➤ Rob Maurer discusses key points that may have been under-appreciated in Tesla’s Q3 earnings report

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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 21, 2022
Texas Energy, Semi, Smart Summon, Germany, Foxconn, New EVs (10.18.22)
11:14

➤ Texas approves pilot program for distributed energy resources
➤ Elon Musk to participate in Tesla earnings call
➤ Correction on analyst consensus
➤ Tesla Semi VIN decoder
➤ Elon Musk comments on Smart Summon feature
➤ Tesla tops VW in BEVs in Germany
➤ Foxconn shares interest in Tesla partnership
➤ GM unveils Cadillac Celestiq
➤ Rolls Royce unveils Spectre EV
➤ David Trainer interview: https://youtu.be/C0Fl6JBQgrc

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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 19, 2022
Q3-22 Earnings Preview (10.17.22)
22:46

➤ Rob Maurer walks through what to expect for Tesla’s Q3 2022 earnings report and conference call
➤ YouTube link: https://youtu.be/7OH9p7ubbH4

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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 17, 2022
52-Week Low, Inflation, Berlin Battery Production, Cybertruck, Cameras (10.14.22)
15:04

➤ Tesla stock closes at new 52-week low
➤ Inflation expectations rise
➤ Q3 earnings call question voting: https://app.saytechnologies.com/tesla-2022-q3
➤ Handelsblatt reports on Giga Berlin battery production plans
➤ Cybertruck appears to be under cover at Giga Texas
➤ China demand rumor
➤ Sensor updates

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Executive producer Jeremy Cooke
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Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 14, 2022
Musk’s Mysterious Reply, Buybacks, Hot CPI, EV Tax Credit Update (10.13.22)
12:53

➤ Elon Musk vaguely replies to commentary by one of Tesla’s biggest shareholders
➤ Consumer Price Index comes in higher than expected, volatility ensues
➤ Further analysis on possible buyback: https://youtu.be/uBXKaT_BpZg
➤ FSD Beta 10.69.3 expected release date
➤ Possible major changes to EV tax credit
➤ Volkswagen announces multibillion dollar investment

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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 13, 2022
Sensor Cost Savings, New Safety Feature, PPI, Fed Minutes, Toyota, Lucid, Polestar (10.12.22)
18:44

➤ Tesla’s recent part adjustment should may save billions over the next few years
➤ Assessing PPI report and FOMC minutes
➤ Tesla partners on new safety feature
➤ S/X deliveries imminent in China
➤ Euro NCAP comments on Tesla software
➤ Toyota exec complains about perception
➤ Lucid announces Q3 production
➤ Polestar unveils Polestar 3

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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 13, 2022
China September Numbers - Here Is What We Learned (10.11.22)
13:11

➤ Tesla’s sales and production numbers for China in September have been posted, here is what we can take away from the reports
➤ Model S/X receive approval for tax exemption in China
➤ EV startup announces plans to use Tesla parts
➤ GM announces new business unit
➤ The Boring Company releases new novelty product

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Executive producer 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, 2022
Analysts Reduce Targets, China Sales, Germany, Twitter, Rivian (10.10.22)
11:38

➤ Analysts lower price targets, Morgan Stanley comments on demand destruction
➤ Twitter acquisition update
➤ China wholesale sales for September
➤ Tesla Model Y tops sales chart in September
➤ Musk comments on FSD Beta
➤ Rivian recalls most vehicles

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Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 11, 2022
TSLA's Worst Week In Over A Year, Minor Cybertruck Updates, FT Interview, Semi (10.07.22)
13:17

➤ TSLA stock suffers worst week in more than 18 months
➤ IDRA confirms building and testing complete for Cybertruck casting
➤ Musk comments on Cybertruck boating ability
➤ Financial Times interviews Musk
➤ FSD Beta update
➤ Pepsi comments on Tesla Semi
➤ 4680 rumor
➤ Contact form: https://forms.gle/FuzXMtUF9swXzj8M6

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2022
Investment Grade, Berlin Meeting Leaks, Tesla Semi Production, Twitter Updates (10.06.22)
13:32

➤ Contact form: https://forms.gle/FuzXMtUF9swXzj8M6
➤ Tesla credit rating upgraded by S&P
➤ Giga Berlin plans leak from employee meeting
➤ Tesla begins Tesla Semi production, announces delivery date
➤ Shanghai adjusts EV-related incentive
➤ China exports
➤ Twitter merger updates

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2022
Updates on Twitter + Huge New Credit Market For Tesla Expected (10.05.22)
20:44

➤ Understanding all of the latest news on Elon Musk’s possible acquisition of Twitter
➤ Tesla, other electric vehicles likely to be granted access to huge renewable energy credit market
➤ More information on credits: https://youtu.be/5q2OO7YgKVA
➤ Tesla pushes new FSD Beta update
➤ Mizuho lowers TSLA price target
➤ Ford raises F-150 Lightning prices again
➤ Musk interviewed about X Prize: https://www.diamandis.com/podcast/elon

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#Tesla #TSLA #Investing

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2022
Musk To Close Twitter Deal + Tesla Removes Sensors (10.04.22)
18:44

➤ Elon Musk sends letter to Twitter attempting to close deal at original offer price
➤ Discussing remaining financing for Twitter deal
➤ Tesla announces ultrasonic sensor removal
➤ Rivian announces Q3 production numbers

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2022
Discussing Tesla's Stock Tanking, Demand Concerns, Production Plan Leak (10.03.22)
23:11

➤ Tesla stock has worst day in months following Q3 delivery report
➤ Discussion on where Tesla is at following the report, and why investors’ concerns have risen
➤ Understanding Tesla’s inventory
➤ Updates out of China
➤ Analyzing a supposed production plan reported by Reuters
➤ Giga Berlin production news
➤ Tesla reportedly expanding Giga Nevada
➤ Google and Tesla reportedly exploring partnership

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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 04, 2022
Q3-22 Delivery & Production Report (10.02.22)
15:04

➤ Tesla has reported record quarterly production and delivery numbers for the third quarter of 2022

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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 02, 2022
Musk Comments on AI Day, Cybertruck + Expectations, US Car Market (09.29.22)
13:08

➤ Elon Musk comments on AI Day ahead of event
➤ AI Day expectations
➤ Musk comments on Cybertruck
➤ Tesla Energy products survive hurricane
➤ S&P brand loyalty study
➤ Interesting data points on US car market
➤ New Musk texts disclosed in Twitter case
➤ Porsche IPO
➤ Quick notes

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2022
Q3 Estimates, New Tesla Board Member, Analyst Updates (09.28.22)
17:32

➤ Tesla appoints new board member
➤ Piper Sandler lowers TSLA price target
➤ Citi issues updated TSLA note
➤ Walking through Q3 delivery and production estimates

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Executive producer Jeremy Cooke
Executive producer 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

Sep 29, 2022
Leaked Email, China Insured Vehicles, Shanghai Production, Australia Orders, AI Day, Hertz (09.27.22)
13:38

➤ Leaked email from Tesla management ahead of quarter end
➤ Insured Tesla vehicle report bounces back in China
➤ Reuters reports on Tesla production rates in Shanghai
➤ Reports of delivery windows moving up in Australia
➤ AI Day updates
➤ Treasury Department comments on EV tax credit
➤ Hertz comments on Tesla rentals, partners with BP

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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 28, 2022
Musk Deposition Delayed, Berlin Fire, China, Paid Influencers, Cruise (09.26.22)
09:03

➤ Elon Musk and Twitter CEO Parag Agrawal both delay depositions in Twitter acquisition case
➤ Fire at Giga Berlin draws comments from water association
➤ China extends NEV tax exemption as expected
➤ Report on China delivery target
➤ Influencers offered payment to read anti-Tesla script for film
➤ Ford confirms badge shortage
➤ Cruise vehicles get stuck in San Francisco
➤ Musk comments on Starlink terminal production

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2022
Energy UI, Leno's Garage, Shanghai, SpaceX, Next Week (09.23.22)
11:00

➤ Tesla to release new energy, Supercharging features in software update
➤ Looking ahead to next week’s calendar
➤ Musk to be deposed in Twitter case
➤ Interesting Tesla Bot job listing
➤ Tesla may be shifting to exports from Shanghai
➤ Musk appears on Jay Leno’s Garage
➤ SpaceX updates
➤ Hertz / GM order
➤ Toyota cuts production plans

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2022
China Demand Discussion, Fed Policy, Texas Production, Berlin, Morgan Stanley, FSD Beta, Megapack (09.22.22)
13:27

➤ Tesla Daily returns to cover the biggest stories over the last week including interest rate hikes, China demand, Texas production, Berlin batteries, FSD Beta, and more.

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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, 2022
Battery Production Equipment, PPI, Shanghai, Analyst Updates, Crash Tests, Ford Dealers (09.14.22)
10:51

➤ Tesla reportedly considers reallocating production equipment from Berlin
➤ PPI report causes less panic than CPI
➤ Schedule updates
➤ Giga Shanghai production impacted
➤ Analyst rating and price target changes
➤ Canadian minister visiting California
➤ Special code reported for crash tests
➤ Ford gives dealers ultimatum

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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 15, 2022
Market Crashes, Tesla Outperforms on Positive Supply Commentary (09.13.22)
12:22

➤ Markets suffer worst day in years on hot inflation data, TSLA outperforms
➤ Tesla’s head of investor relations presents at Goldman Sachs conference
➤ Details from Supercharger site plans
➤ New radar shows up in Tesla parts catalog
➤ Tesla reportedly adding alternative routes to navigation
➤ FSD Beta 10.69.2 rolls out
➤ Former head of Twitter security testifies to Congress

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 14, 2022
Leaked Production Info, Lithium Refining Facility, Giga Berlin, Twitter (09.08.22)
17:39

➤ A leaked recording of a Tesla executive presentation reveals new details on Tesla vehicle and energy product production
➤ Tesla files application for refining project in Texas
➤ Neuralink plans offices in Texas
➤ Tesla seeking public feedback on Berlin project

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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 09, 2022
Record Shanghai Production in August, Megafactory, Service, Superchargers, Rivian (09.08.22)
16:27

➤ Tesla sets production record at Giga Shanghai in August despite downtime
➤ Chengdu lockdowns extended
➤ Tesla expands hiring for Megafactory
➤ Elon Musk comments on Tesla service
➤ Tesla polls for new Supercharger locations
➤ Mercedes-Benz and Rivian announce partnership agreement
➤ Chevy announces more details on EV Equinox
➤ Elon Musk comments on Apple & Starlink

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Executive producer Jeremy Cooke
Executive producer 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

Sep 08, 2022
Safety Rating Record, China Delivery Times, Canada, S&P, Superchargers, Apple (09.07.22)
12:08

➤ Tesla’s new Model Y breaks Euro NCAP safety rating record
➤ Estimated wait times drop again in China
➤ Canadian minister comments on Tesla communication
➤ S&P responds to inquiry on Tesla’s credit rating
➤ Tesla plans new largest Supercharging location
➤ Giga Berlin receives cosmetic upgrade
➤ Delaware court responds to amendment arguments in Twitter case
➤ Apple announces satellite connectivity with iPhone 14

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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 07, 2022
Goldman Meets With IR, Wolfe Upgrade, US Sales, FSD, Powerwall, Battery Experts (09.06.22)
12:17

➤ Goldman Sachs issues new note on TSLA after meeting with investor relations
➤ Wolfe Research upgrades TSLA to Buy rating
➤TrueCar estimates August sales for Tesla
➤ China insured vehicle report
➤ FSD beta rollout expands as Tesla increases price
➤ Elon Musk comments on Powerwall supply
➤ Battery “experts” share thoughts on Tesla’s 4680 progress
➤ Fleetpool announces Tesla ordering milestone
➤ Twitter case update

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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 06, 2022
Credit Rating Failures Create Opportunity For Tesla Investors (09.02.22)
16:01

➤ Moody’s responds to inquiry about Tesla’s credit rating, attempts to justify non-investment grade rating
➤ Nord Stream 1 pipeline halted
➤ Calendar for the week ahead

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive 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 02, 2022
August China Sales, Canada Factory Possibilities, Price Target Increase, Full Self-Driving Name (09.01.22)
22:22

➤ CPCA official comments on Tesla’s Shanghai sales for August
➤ Tesla continues lobbying in Canada
➤ Piper Sandler increases TSLA price target
➤ California Senate passes bill regarding marketing of ADAS features
➤ Tesla delivers first Model Ys to Japan
➤ AXA apologizes for stunt
➤ Volkswagen unable to meet software target
➤ Cruise issues voluntary software recall

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 02, 2022
Wait Times Reduced, Dumbest Test Ever, VPP, Giga Berlin, Mining, BMW, SpaceX (08.31.22)
19:48

➤ Tesla reduces delivery date estimates on Model Y in US and China
➤ AXA Insurance carries out nonsensical test
➤ Tesla begins deliveries of Model Y in Singapore
➤ Full interview of Elon Musk at ONS: https://vimeo.com/744634172
➤ Tesla VPP serves another event in California
➤ Giga Berlin event planned
➤ Ford & Rivian push for fewer mining restrictions
➤ BMW celebrates hydrogen
➤ NASA selects SpaceX for more crewed missions
➤ SpaceX static fire test

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#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 01, 2022
4680 Innovation Rumors, Fremont Building Permit, Manufacturing Credit, Dealerships, Starlink (08.30.22)
12:05

➤ Rumors of new innovations for Tesla’s 4680 batteries: https://youtu.be/L_G-ic-aWvM
➤ Tesla files for battery-related building permit in Fremont
➤ More thoughts on the new advanced manufacturing production credits
➤ Tesla challenges dealership laws in Louisiana
➤ FSD Beta 10.61.1 begins rolling out
➤ J.D. Power releases innovation survey results
➤ Elon Musk adds to list of reasons for Twitter termination
➤ Lucid files to potentially raise up to $8B
➤ Royal Caribbean cruise business announces SpaceX partnership

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 31, 2022
Massive New Battery Credits, Analyst Updates, Power Restrictions, 4680 Packs, ONS, Japan VPP (08.29.22)
14:18

➤ The Inflation Reduction Act changes more than the EV tax credit, it outlines massive credits for battery production putting billions at stake for Tesla and others
➤ Analysts continue to react to Giga Berlin tours
➤ Checking in on power restrictions in Sichuan, China
➤ 4608 packs pile up at Giga Texas
➤ Elon Musk speaks at ONS conference
➤ FSD beta updates
➤ Tesla announces virtual power plant project in Japan

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 30, 2022
Model Y Europe, Starlink, Berlin Tours, Panasonic Factory, Ford, Twitter (08.26.22)
16:28

➤ Tesla opens orders for RWD Model Y across Europe
➤ Market falls after Fed comments
➤ Tesla to leverage SpaceX technology
➤ Jefferies updates targets after Berlin tour
➤ Panasonic reportedly planning another US factory
➤ Ford raises Mach-E pricing
➤ Musk’s request called absurdly broad in Twitter hearing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 26, 2022
Giga Berlin Tour Report, Production Rumors, Ron Baron, Dan O'Dowd, Toyota (08.25.22)
12:54

➤ Analysts react to tours of Giga Berlin
➤ Rumors on Giga Berlin production rates
➤ FSD Beta release schedule update
➤ Ron Baron comments on Tesla and SpaceX investment expectations
➤ Nvidia discusses Tesla GPU purchase
➤ Tesla sends cease and desist letter to Dan O’Dowd
➤ Toyota EVP pursues gaslighting strategy on electric vehicles

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 25, 2022
Outperforming Competition in China, Giga Texas Rumor, Dojo, California, Twitter Fallout (08.24.22)
14:46

➤ Tesla completes final trading day before stock split
➤ China automakers lagging behind Tesla profitability in China
➤ Giga Texas production rumor
➤ Tesla presents at Hot Chips conference
➤ Hot Chips 1: https://bit.ly/3Cp85bs
➤ Hot Chips 2: https://bit.ly/3ALuYEQ
➤ California plans to ban ICE sales by 2035
➤ Volkswagen and Mercedes-Benz secure minerals agreements
➤ Twitter whistleblower fallout continues
➤ Full Twitter complaint: https://bit.ly/3KmWxr1
➤ SpaceX set to announce agreement with T-Mobile

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 25, 2022
AI Day Teaser, Twitter Whistleblower, AP Position, Castings, Volkswagen (08.23.22)
08:47

➤ Tesla teases AI Day 2022 event
➤ New Autopilot testing position listed by Tesla in Europe
➤ Castings pile up at Tesla’s factories
➤ Volkswagen looks to secure battery supply in Canada
➤ Twitter’s former head of security files whistleblower complaints with regulatory agencies

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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 23, 2022
FSD Beta 10.69, New Occupancy Network, Production Updates, Neuralink (08.22.22)
14:31

➤ Looking at first impressions from Tesla’s release of FSD Beta 10.69
➤ Tesla’s Director of Autopilot software discusses recent changes to the system: https://youtu.be/jPCV4GKX9Dw
➤ Giga Texas reportedly hits 1,000 vehicles produced in one week
➤ Power restrictions extended in China
➤ Sandy Munro discusses Tesla’s 4680 battery pack
➤ Tesla tries out new Superchargers layout
➤ Elon Musk announces Neuralink update

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 23, 2022
Semi Updates, Giga Berlin, FSD Beta, Indonesia, China, Macro News, 5 Year Anniversary (08.19.22)
22:07

➤ Tesla updates webpage for Tesla Semi, shares new product details
➤ Market drops as Fed comments on rates ahead of symposium
➤ German PPI comes in far ahead of forecasts
➤ FSD Beta 10.69 on track
➤ Giga Berlin reportedly plans to add third shift
➤ Indonesia’s president discusses Tesla
➤ China extends electric vehicle incentive
➤ Lucid announces new version of Lucid Air
➤ GM announces capital distribution plans

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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 19, 2022
Price Target Increase, Wall Street Perception, China Wait Times, Power Restrictions, Big Tesla Energy Updates (08.18.22)
14:15

➤ CFRA increases TSLA price target in new analyst note
➤ Tesla lowers estimated wait times in China
➤ Shanghai asks for power restrictions to exclude Tesla suppliers
➤ Mixed reporting on new CATL battery
➤ Tesla’s virtual power plant kicks in for power event coverage
➤ Tesla updates solar pricing
➤ Product manager job listed for Tesla retail electricity projects
➤ Elon Musk comments on side mirrors
➤ Elon Musk attends Republican fundraiser

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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 19, 2022
Confusion on EV Tax Credit, Tesla Semi, Supercharging (08.17.22)
08:47

➤ New information published by the IRS and US Department of Energy regarding changes to the EV tax credit
➤ Tesla releases and then removes new Supercharging membership in the US
➤ Tesla posts new video of the Tesla Semi, then also removes that
➤ Global Equities Research TSLA note

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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 17, 2022
Musk Replies To NHTSA, China Power Disruptions, EV Credit Becomes Official, VPP, Manchester United (08.16.22)
18:20

➤ Elon Musk replies to NHTSA’s request for FSD Beta access, comments on version 10.69
➤ President Biden sign Inflation Reduction Act into law
➤ Factories suspended in China due to power shortages
➤ Tesla expands Virtual Power Plant pilot in California
➤ Superchargers in Germany are non-compliant with regulations
➤ Tesla scores well in brand survey
➤ Musk granted limited access in Twitter case
➤ Karpathy publishes video on neural networks

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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 17, 2022
Model 3 LR Order Halting, Huge New Investment, Megapack XL, Production Update, Battery News (08.15.22)
17:12

➤ Fund discloses multi-billion dollar TSLA stock position
➤ Discussing Tesla’s decision to halt orders on the Model 3 Long Range in North America
➤ Tesla updates specs for new, larger Megapack
➤ Elon Musk comments on Tesla production milestones
➤ Giga Texas update
➤ Elon Musk writes essay for China Cyberspace publication
➤ Tesla receives large new order from startup
➤ Panasonic looks to improve Giga Nevada output
➤ CATL announces new factory
➤ Munro discusses 4680 battery cells
➤ EU court rules on “Autopilot” terminology

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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 16, 2022
Musk's Stock Sale, CPI, Tesla Semi, BYD, Rivian Earnings (08.11.22)
15:59

➤ Is Elon Musk finally done selling TSLA stock after his second major round of sales to finance a possible Twitter deal?
➤ CPI and PPI data comes in lower than expected
➤ House to vote on Inflation Reduction Act
➤ Musk comments on Tesla Semi timeline
➤ BYD reportedly supplying batteries to Tesla
➤ New Tesla Energy project
➤ Rivian reports Q2 earnings

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Executive producer Jeremy Cooke
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 11, 2022
Shanghai Sets New Production Rate Record, Tesla Dominating California, Dan O'Dowd (08.09.22)
12:09

➤ Tesla has set a new production rate record for Model Y at Giga Shanghai after upgrades
➤ Markets fall as CPI report expectations rise
➤ Tesla Model Y and Model 3 are leading sellers in California
➤ Dan O’Dowd continues campaign against Tesla➤

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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 09, 2022
Senate Passes EV Credit, Indonesia Nickel, Canada Lobbying, Shanghai, Lucid (08.08.22)
12:35

➤ The US Senate passes huge EV tax credit
➤ Link to marked-up EV bill: https://bit.ly/3OMSWmK
➤ Full explanation video: https://youtu.be/7yAdviya7Ls
➤ Tesla reportedly secures huge nickel contracts with Indonesian suppliers
➤ Tesla encourages Ontario to increase manufacturing incentives
➤ Giga Shanghai updates
➤ Elon Musk comments on FSD Beta
➤ Lucid reports earnings
➤ Schedule update

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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 09, 2022
Stock Split is Official, Shareholder Meeting Takeaways, EV Credit News, China Sales, Twitter (08.05.22)
23:14

➤ Tesla announces stock split details after shareholder approval
➤ Shareholder proposal passes despite board recommendation
➤ Takeaways from Tesla’s annual shareholder meeting
➤ EV tax credit updates
➤ China July sales report
➤ Elon Musk’s countersuit against Twitter

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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

 

Aug 06, 2022
New Model Y Variant Report, China Loyalty Program, Solar Roof v3.5, Munro (08.03.22)
15:30

➤ New Model Y version reportedly coming soon with new battery out of China
➤ Automakers push back on EV tax credit language
➤ Tesla offers owners in China incentives to upgrade
➤ New Solar Roof reportedly in testing by Tesla
➤ Munro continues 4680 teardown
➤ Tesla updates S/X status for Europe
➤ Germany leaves door open on nuclear

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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 03, 2022
Game Changer For EV Charging, CATL Delays Announcement, Toyota Recall Issues (08.02.22)
11:54

➤ Tesla reportedly begins implementing game-changing new charging feature
➤ CATL reportedly delays factory announcement in wake of Pelosi visit to Taiwan
➤ Tesla add news Supercharger attraction in Germany
➤ Toyota continues to struggle with bZ4X recall

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Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 03, 2022
Hertz Praises Tesla, Shareholder Meeting, Shanghai Update, Munro Interviews Ford (08.01.22)
12:44

➤ Hertz praises Tesla during quarterly earnings call
➤ Tesla opens voting for questions for Shareholder Meeting
➤ SpaceX to launch Tesla referrer photos into space
➤ Giga Shanghai updates
➤ Musk comments on Tesla short sellers
➤ FSD Beta 10.13 update
➤ IDRA rumor
➤ Munro & Associates interview Ford execs
➤ Musk countersues Twitter

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Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 02, 2022
TSLA Rallies, Musk Comments on Costs, PCE, Kimbal, 4680s, Petition (07.29.22)
14:11

➤ TSLA stock continues to fly as Elon Musk comments on stabilizing costs
➤ Core PCE rises
➤ Kimbal Musk exercises options, comments on Tesla’s outlook
➤ Elon Musk provides update on FSD Beta 10.13
➤ Munro extracts first 4680 cell
➤ Tesla launches cloud profiles
➤ Energy storage makes impact in Hawaii
➤ Date set for Musk court case with Twitter
➤ Rivian confirms layoffs
➤ Sign the petition on hybrid vehicles: https://chng.it/xrcgjS4QMT
➤ Letter template to for Senators: https://bit.ly/3Jhff2S

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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 29, 2022
Understanding Massive EV & Energy Tax Credit Proposal (07.28.22)
16:55

➤ Newly proposed changes to electric vehicle, solar, and energy storage tax credits have massive industry-wide implications
➤ Link to marked-up proposal: https://bit.ly/3OMSWmK
➤ GDP estimated to decline in Q2
➤ Amazon, Apple rise after earnings reports

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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 29, 2022
Fed Meeting, Berlin Rumors, Munro Teardown, Tesla Energy, Ford Earnings (07.27.22)
12:01

➤ Tesla’s production targets reported after downtime at Giga Berlin
➤ Stocks rally after Fed meeting
➤ Senators Manchin and Schumer announce agreement on major bill
➤ Munro & Associates continue 4680 battery pack teardown
➤ Tesla and Neoen receive new approval on battery project
➤ Ford beats earnings expectations

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Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 28, 2022
Musk Refocuses, Market Updates, GM Earnings, Tesla Insurance, EV Incentives, Oliver Blume (07.26.22)
27:29

➤ Market updates as big week continues
➤ Elon Musk plans to put head down, focus on mission
➤ Tesla expands insurance product to new states
➤ New software update changes range prediction calculations
➤ GM reports earnings, highlighting Tesla’s dominance
➤ Germany to reduce EV incentives
➤ More insight on Volkswagen’s new CEO
➤ Mercedes plans to stop production on its first EV

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Executive producer Richard Del Maestro
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Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 27, 2022
10-Q Review, Giga Berlin Updates, Shanghai Rumor, FSD Beta, Diess Out (07.25.22)
16:10

➤ Discussing new disclosures from Tesla’s second quarter 10-Q filing
➤ Big week for macroeconomic reports, earnings
➤ Giga Berlin reportedly tests new processes during downtime
➤ Shanghai factory rumors
➤ FSD Beta 10.13 updates
➤ Elon Musk denies Wall St. Journal report
➤ Herbert Diess out as Volkswagen CEO

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Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 26, 2022
Biggest Takeaways From Tesla's Earnings Beat (07.21.22)
21:05

Rob Maurer discusses the biggest learnings from Tesla's Q2-22 earnings beat and management's comments on the earnings call.

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#Tesla #TSLA #Investing

Executive producer Jeremy Cooke
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Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 21, 2022
Preview: Tesla Q2-22 Earnings (07.19.22)
29:14

Watch on YouTube: https://youtu.be/y-vMDUwW67I

➤ What to watch for in Tesla’s upcoming Q2 earnings report, and a serious red flag in consensus estimates
➤ Tesla produces 2 millionth vehicle in Fremont
➤ New Supercharger info
➤ Judge allows for expedited hearing in Twitter case

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Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 20, 2022
Release Notes Leaked, Crazy Demand, Battery Updates, Shanghai Upgrade, Earnings Week, Twitter (07.18.22)
15:57

➤ Release notes for next FSD Beta update leaked
➤ Earnings week kicks off
➤ Update on Giga Shanghai upgrades
➤ New application from Tesla on Giga Texas
➤ Used Tesla prices rising much faster than other brands
➤ Updates on Panasonic, CATL, and 4680 battery
➤ Musk comments on Tesla HVAC product
➤ Twitter case updates

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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 19, 2022
FSD Beta Updates, Dojo Rumor, Pricing, Shanghai, Twitter (07.15.22)
10:11

➤ Elon Musk comments on upcoming FSD Beta updates
➤ Rumor on Tesla’s Project Dojo
➤ Discussion on Tesla’s pricing
➤ Updates on Giga Shanghai
➤ Munro visits IDRA
➤ SEC inquires about Musk’s Twitter comments
➤ Court to hear expedition request

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Executive producer Jeremy Cooke
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Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 15, 2022
New 4680 Battery Info, Berlin/Texas Updates, Q2 Questions, Analyst Updates (07.14.22)
18:19

➤ New 4680 battery info from The Limiting Factor: https://youtu.be/8WPPBhqeekw
➤ PPI higher than expected
➤ Giga Texas production report
➤ Giga Berlin test production sales
➤ Morgan Stanley lowers Tesla price target
➤ Tesla opens questions for Q2 earnings call
➤ EV market share rises in the US

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#Tesla #TSLA #Investing

Executive producer Jeremy Cooke
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Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 15, 2022
Karpathy Departs, New Analysts Initiate Buy Ratings, CPI, Panasonic, Supercharging (07.13.22)
12:42

➤ Tesla’s Director of Artificial Intelligence, Andrej Karpathy announces that he is leaving the company
➤ CPI report comes in higher than expected
➤ Two new analysts initiate coverage on TSLA stock
➤ Panasonic selects location for US battery factory
➤ Customers receive VINs for new Berlin Model Y
➤ Supercharger V4 rumors
➤ Aptera starts petition advocating for Supercharger standard (https://bit.ly/3yE2Dhh)
➤ Former Delaware Supreme Court Justice comments on Twitter lawsuit

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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 14, 2022
Twitter Sues Musk, 4680 Teardown Challenges, CPI Expectations (07.12.22)
17:26

➤ Twitter sues Elon Musk over acquisition termination, makes case against Musk (https://bit.ly/3uJ7cps)
➤ CPI report expected to show increase
➤ Munro encounters challenges with 4680 pack teardown
➤ BYD falls on concern of Buffett exit

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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 13, 2022
Shutdown Concerns Rise, Twitter Claims Musk At Fault, Supercharger V4, Solar Trailer, Rivian (07.11.22)
12:58

➤ TSLA stock falls 10% from post-market Friday high as Covid cases rise in China
➤ Model Y sales compare favorably in first half of year in China
➤ Giga Berlin start shipping Long Range Model Y
➤ Twitter board comments on Musk’s termination attempt, sends letter claiming Musk has breached the merger agreement
➤ New details on next-gen Supercharger
➤ More information on Tesla solar trailer concept
➤ Rivian reportedly laying off portion of staff

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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 12, 2022
Musk Terminates Twitter Agreement, Record China Production, Supercharger, Megapack, Teardown, Sun Valley (07.08.22)
23:38

➤ Elon Musk has terminated the merger agreement offer to purchase Twitter (https://bit.ly/3arWkp6)
➤ Tesla sets new records in China
➤ 4680 Model Y teardown continues
➤ Tesla China executive expands responsibilities
➤ New Supercharger info
➤ Electric vehicle interest rising
➤ Tesla Megapacks pile up at Giga Nevada

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Executive producer Jeremy Cooke
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Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 08, 2022
Robovan, Future Products, Cybertruck Update, Indonesia, Tesla Solar (07.07.22)
12:50

➤ Elon Musk makes series of comments on possible Tesla ‘Robovan’
➤ New report on Tesla Cybertruck production
➤ More details from ongoing teardown of 4680 Model Y
➤ Indonesian President discusses status of possible Tesla factory
➤ Tesla Solar reportedly has strong quarter in the US
➤ SpaceX announces Starlink Maritime

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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
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Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 08, 2022
Details on Munro Teardown, China Sales, Rivian Production, Boring Company, Sun Valley (07.06.22)
11:24

➤ Munro associate shares more details on the Texas-made 4680 Model Y teardown
➤ Instructions on how to vote for annual meeting: https://ir.tesla.com/shareholders/vote
➤ Preliminary report for Tesla sales in China in June
➤ Rivian ramps up production in the second quarter
➤ Musk comments on FSD timeline for The Boring Company
➤ Sun Valley conference kicks off

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 07, 2022
Factory Expansions, Delivery Reactions, Munro Teardown, Mining, Registration Data, Charging (07.05.22)
19:46

➤ Tesla prepares for expansions at Giga Berlin and Giga Shanghai
➤ Analysts react to Tesla’s Q2 delivery and production report
➤ Munro & Associates begin Texas Model Y teardown (https://youtu.be/FXpfU6I_T3w)
➤ Elon Musk comments on Tesla’s interest in mining
➤ Tesla gains market share in the second quarter despite shutdowns
➤ Tesla’s brand strengthens year-over-year
➤ Musk comments on FSD Beta
➤ Supercharging update
➤ The Boring Company opens newest Loop station
➤ SpaceX receives important FCC permission

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 05, 2022
Q2 Delivery & Production Report (07.02.22)
12:47

➤ Rob Maurer walks through Tesla’s Q2 delivery and production report, how it compares to expectations, and what it means going forward

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 02, 2022
Q2 Forecast, Texas Expansion, Macro, Goldman, 4680, Schedule (06.30.22)
21:08

➤ Walking through what to expect from Tesla’s Q2 delivery and production report
➤ Q2 GDP forecast dropped to negative
➤ PCE comes in below expectations
➤ Goldman Sachs publishes new TSLA note
➤ Permit shows planned expansion at Giga Texas
➤ Supreme Court rules to limit EPA control
➤ Plaid hits new top speed
➤ 4680 analysis video out

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 01, 2022
Wild Giga Texas Report, China Data, EV Business Models, J.D. Power IQS, Munro (06.29.22)
14:19

➤ Tesla reportedly increases Giga Texas Model Y production drastically
➤ Tesla Annual Shareholder Meeting drawing ends soon: https://www.tesla.com/2022shareholdermeeting
➤ New China insurance data
➤ Uber shares more details on Hertz / Tesla rental business
➤ J.D. Power releases 2022 Initial Quality Study
➤ Munro & Associates updates
➤ EU moves forward on possible ban of ICE vehicles by 2035
➤ Hyundai shows concept of Ioniq 6 EV

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.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

Jun 30, 2022
Musk Comments On Master Plan Part 3, Tesla Mining, Texas LR Model Y, Diess (06.28.22)
12:19

➤ Elon Musk comments on Tesla’s Master Plan Part 3 and Tesla’s level of interest in mining
➤ Albemarle looks to expand US lithium capacity
➤ Report on Samsung’s 4680 battery progress
➤ Tesla begins Long Range Model Y deliveries from Giga Texas
➤ Q2 delivery expectations fall ahead of report
➤ Volkswagen CEO Herbert Diess comments on Tesla
➤ Discrimination lawsuit continues
➤ Correction on China EV incentives
➤ Tesla lays off portion of labeling team
➤ SpaceX faces lobbying pressure (https://www.votervoice.net/SpaceX/Campaigns/95756/Respond)

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 29, 2022
Giga Berlin Rumors, China Updates, Twitter Inactivity, Volkswagen (06.27.22)
10:32

➤ Tesla may be significantly increasing production at Giga Berlin
➤ Looking ahead at the calendar
➤ Updates on Tesla in China
➤ Elon Musk crosses 100M Twitter followers as inactivity continues
➤ Volkswagen reveals the all-electric ID. AERO

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 28, 2022
Index Rebalancing, Credit Suisse, Giga Texas Production, Giga Shanghai, Annual Meeting (06.24.22)
18:52

➤ Tesla begins assigning more VINs out of Giga Texas
➤ Credit Suisse updates price target on TSLA stock
➤ Discussion on Russell 1000 and index rebalancing
➤ Updates on Giga Shanghai
➤ Tesla adds EAP to design studio
➤ Annual meeting page posted
➤ Tesla Tequila update

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

Executive producer Jeremy Cooke
Executive producer Troy 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

Jun 24, 2022
Possible New Credit Access, Virtual Power Plant, China Incentives, Texas Model Y (06.23.22)
13:50

➤ Understanding the Renewable Fuel Standard, RIN credits, and how this multibillion dollar market could change the trajectory of the auto and energy industries in the United States
➤ China reportedly considers EV incentive extensions
➤ Tesla and PG&E begin offering compensation for virtual power plant in California
➤ More news on Texas-made Model Y vehicles
➤ Toyota recalls new EV
➤ Cruise begins paid autonomous rides

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/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

Jun 24, 2022
Explaining Musk’s “Gigantic Money Furnace” Comments + Tesla Shanghai Confusion (06.22.22)
14:06

➤ Elon Musk discusses Tesla’s production challenges, cash burn, FSD, and Cybertruck in new interview (https://youtu.be/u5w_VkAx6tc)
➤ Multiple reports on Giga Shanghai shutdowns cause confusion
➤ Morgan Stanley lowers TSLA price target
➤ CFRA calls TSLA drop a generational opportunity
➤ Tesla heavily recruiting at computer vision conference
➤ Update on Model Y pricing
➤ News on a possible EV tax credit
➤ The Boring Company looks to build tunnel in Giga Texas area

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 23, 2022
Musk Shuts Down Bloomberg Forecast, Production Updates, American-Made Index, Texas Model Y (06.21.22)
13:00

➤ Elon Musk shuts down Bloomberg’s EV forecast at Bloomberg’s Qatar Economic Forum (https://youtu.be/uTBeGjg4pek)
➤ TSLA stock rallies to 3rd best day of the year
➤ Tesla provides update on Giga Berlin production
➤ Discussion on Tesla deliveries and production in China
➤ Cars.com updates American-Made Index
➤ Acceleration boost reported for Texas-made Model Y
➤ New photos of Tesla’s Semi Megacharger
➤ Texas plans EV charging investment
➤ IDRA extends open house
➤ von Holzhausen interior update

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 22, 2022
Enhanced Autopilot, Giga Shanghai, Layoffs, SpaceX Firings (06.17.22)
20:46

➤ Ron Baron shares thoughts on current market
➤ Tesla plans to expand Enhanced Autopilot offering
➤ Rumor on China production
➤ Price increases in China
➤ Berlin-made Model Y efficiency test
➤ Tesla layoffs reportedly continue
➤ SpaceX fires employees behind open letter
➤ Tesla expands insurance offering
➤ Markets closed on Monday, June 20

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 18, 2022
Price Increases, Commodities, Semi, Insurance, Supercharging, Service, SpaceX (06.16.22)
13:32

➤ TSLA stock drops as Nasdaq hits 52-week low
➤ Tesla raises prices on version of all vehicle models
➤ Checking in on commodities prices
➤ Tesla Semi update
➤ More Tesla Insurance news
➤ Tesla expands Supercharging pilot
➤ Possible new interior option
➤ Report on Tesla delivery and service staff
➤ Elon Musk meets with Twitter employees
➤ Internal SpaceX letter to Elon Musk
➤ Musk, Tesla, SpaceX sued over Dogecoin

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

Jun 16, 2022
Fed Meeting, Mustang Mach-E Disclosure, NHTSA, V11, Insurance, Appeal (06.15.22)
12:21

➤ TSLA stock rises alongside market after FOMC meeting and interest rate decision
➤ Ford discloses that the Mustang Mach-E is no longer profitable
➤ NHTSA releases ADAS / ADS crash data
➤ Elon Musk comments on FSD Beta V11
➤ Tesla files to expand Tesla Insurance availability
➤ Elon Musk appeals SEC settlement ruling
➤ Nio announces ES7 details
➤ Musk sets Starship launch timeline
➤ The Boring Company gets approval in Las Vegas

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/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

Jun 16, 2022
Crash Data Imminent, Musk Interview, Giga Berlin, Supercharging, India (06.14.22)
20:31

➤ NHTSA reportedly expected to release crash data singling out Tesla in coming days
➤ PPI reported ahead of Fed meeting
➤ Elon Musk discusses Tesla, Rivian, and Lucid (https://youtu.be/iHmSrK238vI)
➤ Giga Berlin tests production for structural pack Model Y
➤ Tesla expands third-party Supercharging test
➤ Exec resigns for Tesla in India
➤ Elon Musk expected to speak with Twitter employees
➤ Ford halts sales of Mustang Mach-E
➤ GM unveils newest EV

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 14, 2022
Musk Rallies Employees, 4680 Production, Factory News, Bitcoin Impairment (06.13.22)
19:30

➤ Elon Musk emails Tesla employees as quarter-end approaches
➤ Markets drop ahead of Fed meeting
➤ Updates on Giga Berlin
➤ Info on 4680 production
➤ LG announces investment in 4680 batteries
➤ RBC upgrades TSLA
➤ Tesla faces Bitcoin impairment in Q2
➤ Virtual power plant in Texas
➤ Automakers ask for EV incentive extension
➤ SpaceX gets FAA approval

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 14, 2022
3-1 Stock Split, Proxy Filing, 4680 Energy Density, CPI, Model Y Expansion (06.10.22)
17:42

➤ Tesla files proxy statement for shareholder meeting and announces 3-1 stock split plan
➤ CPI numbers come in higher than expected ahead of Fed meeting
➤ More info on new 4680 vehicles
➤ Tesla expands Model Y to new countries
➤ Elon Musk comments on FSD Beta

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

Executive producer Jeremy Cooke
Executive producer Troy 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

Jun 10, 2022
All-Hands Meeting, China Numbers, NHTSA Investigation, UBS, Vehicle Prices (06.09.22)
31:33

➤ Elon Musk tells Tesla to prepare for nutty quarter in all-hands meeting
➤ CPCA reports Tesla’s sales and production in China for May
➤ Reuters reports on June production target
➤ NHTSA elevates investigation on Tesla Autopilot
➤ New info on 4680 battery performance
➤ UBS upgrades TSLA rating
➤ Model Y spotted in new country
➤ KBB reports on vehicles price changes
➤ Switzerland cuts EV incentive
➤ White House announces EV charging plans

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 10, 2022
4680 Model Y Deliveries, BYD Batteries, Next-Gen Cameras, China Update, Giga Press (06.08.22)
17:44

➤ Tesla supply chain news on batteries, autonomous driving hardware, China production and more
➤ Tesla begins external deliveries of Texas-made Model Y
➤ CPCA set to report May numbers
➤ Twitter plans to provide data to Musk
➤ News on IDRA Giga Press
➤ EU sets stricter emissions targets

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

Executive producer Jeremy Cooke
Executive producer 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

Jun 09, 2022
New Cybertruck Interior, Revenue Recognition, DFEH, Giga Press, Radar, Volkswagen (06.07.22)
23:48

➤ New interior photos of the Tesla Cybertruck show updates from prototype
➤ Target investor update may carry broader market implications
➤ FSD Beta expands significantly
➤ Musk’s Twitter financing reportedly on hold
➤ Tesla pushes back on DFEH discrimination lawsuit
➤ News from IDRA open house
➤ Filing shows Tesla still has interest in radar
➤ Volkswagen software efforts face major challenges
➤ Dealer markup on F-150 Lightning
➤ Starlink IPO update

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 08, 2022
Lithium Contract, Twitter Update, Texas Incentives, Apple CarPlay, Rivian Letter (06.06.22)
22:50

➤ Tesla finalizes lithium supply contract
➤ Elon Musk pushes back on Twitter in new SEC filing
➤ Tesla denied EV incentive in Texas
➤ New Tesla Energy project opens
➤ Apple unveils next-generation CarPlay interface
➤ Gates defends TSLA short
➤ Solar tariffs cut
➤ Supercharger map updated
➤ Rivian sends letter to shareholders
➤ Starlink gets permission in France

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 07, 2022
Layoffs, "Super Bad Feeling", AI Day Rescheduled, May Auto Sales, Cruise (06.03.22)
16:39

➤ Tesla lays off employees as Elon Musk reportedly has a "super bad feeling" about the economy
➤ Tesla reschedules AI Day 2
➤ New Elon Musk interview: https://youtu.be/AeeeEDSekG8
➤ Old Tesla referral program resurfaces
➤ May auto sales reported
➤ Cruise to begin commercial operations

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 03, 2022
Goldman Sachs, Peak ICE, EV Adoption, Giga Press, Ford, Boring Co (06.02.22)
14:56

➤ Goldman Sachs and others react similarly after visits with Tesla investor relations team
➤ Battery cost outlook updated by Goldman Sachs
➤ Piper Sandler notices change in wait time tracker
➤ Analysis of IDRA Giga Press shipping times
➤ Bloomberg NEF releases annual EV outlook study, calls peak ICE
➤ Ernst & Young release EV adoption study
➤ EU to crack down on PHEVs
➤ Ford CEO commits to new direction
➤ The Boring Company updates

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
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

Jun 03, 2022
Musk Blasts Remote Work, Texas Model Y, Panasonic 4680, Bolt, Shareloft Update (06.01.22)
13:31

➤ Elon Musk emails all Tesla and SpaceX employees about unacceptable remote work
➤ Shareloft update (previous announcement here: https://youtu.be/5KdjErsVki8)
➤ News on Texas-made Model Y
➤ Panasonic provides update on 4680 progress
➤ GM slashes price of Chevy Bolt

Timestamps:
0:00 Intro
0:33 Announcement
5:27 Rest of episode

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 02, 2022
Drew Baglino Discusses Battery Industry, Shanghai Re-Opening, Cybertruck Casting (05.31.22)
13:16

➤ Tesla SVP Drew Baglino discusses battery industry growth, mining, geopolitics, Solar Roof and more: https://youtu.be/-JUlVEDitlA
➤ Mizuho releases new TSLA note
➤ Shanghai moves towards next phase of re-opening, announces action plan including EV incentive
➤ Elon Musk confirms details on IDRA Giga Press casting machine
➤ SpaceX FAA approval delayed again

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 01, 2022
TSLA Post-Memorial Day, Credit Suisse, Shanghai Update, EV Safety & Interest (05.27.22)
22:17

➤ TSLA stock continues to rally, has the share price bottomed?
➤ Credit Suisse issues new Tesla note after visit to Fremont
➤ NHTSA seeks more information on recent Tesla fire
➤ Twitter shareholders sue Elon Musk
➤ New study shows Tesla driver safety
➤ JD Power reports on EV consideration
➤ Rivian makes leadership adjustments

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 27, 2022
Legacy Auto in China, Shanghai Ports, Jefferies, Thailand, BYD Seal (05.26.22)
09:40

➤ Legacy auto brands “could disappear” from China according to automotive CEO
➤ Jefferies reduces TSLA price target, cites Elon Musk concerns
➤ Tesla prepares for fourth ship from Shanghai
➤ Shanghai port capacity begins to normalize
➤ Tesla files for business in Thailand
➤ BYD announces more details on new BYD Seal
➤ SEC proposes more ESG disclosure requirements

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 26, 2022
Margin Update, Musk on TSLA, SEC, Berlin, Indonesia, Starlink (05.25.22)
14:02

➤ New SEC filing from Elon Musk updates Twitter financing and implications for TSLA stock
➤ Musk comments on Tesla’s valuation
➤ Reuters reports on SEC’s battle with Elon Musk
➤ Update on Giga Berlin expansion
➤ Some Tesla deliveries temporarily on hold in EU
➤ Indonesian minister comments on Tesla negotiation
➤ Volkswagen dealers share concern about new EVs
➤ Volkswagen and Stellantis resolve some emissions cases
➤ Lucid recalls most previous production
➤ Apple manager leaves for lidar company
➤ Starlink subscriber count update

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 26, 2022
Investing Mindset, Auto Market Updates, Shanghai, SpaceX (05.24.22)
13:33

➤ TSLA stock drops to 11-month low, hits 50% drop from previous high
➤ Discussion on investing mindset
➤ Daiwa Securities lowers TSLA price target
➤ Giga Shanghai production update
➤ Volkswagen comments on supply chain outlook
➤ Toyota cuts production forecast
➤ Tesla dominates US premium segment
➤ FSD v11 update
➤ New Tesla mobile app feature
➤ More on Idra Giga Press
➤ Gwynne Shotwell comments on Musk accusations
➤ SpaceX offers new Starlink service plan

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 25, 2022
Shanghai Ramp, Q2 Production, Berlin, Hot Chips, Fires, Drive-In (05.23.22)
11:59

➤ Tesla takes steps to ramp back up production at Giga Shanghai, plus a look at how Q2 production might shake out
➤ Update on Giga Berlin
➤ IDRA teases 9000-ton Giga Press
➤ Tesla set to speak at Hot Chips conference
➤ Multiple Tesla fires reported over the weekend
➤ Tesla submits plans for elaborate Supercharging station
➤ Tesla requests rule change for Texas grid

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/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 24, 2022
Musk Accusation, Tesla Legal, Indonesia, Factory Updates, FSD Beta (05.20.22)
11:34

➤ Elon Musk accused of misconduct, denies allegations
➤ Tesla to set up “hardcore” legal team
➤ Report on Tesla in Indonesia
➤ Elon Musk meets with Brazilian government in Brazil
➤ Updates on Giga Shanghai
➤ Tesla reportedly adds shift at Giga Berlin
➤ Public rollout of FSD Beta 10.12 begins
➤ TSLA no longer top stock in ARK innovation fund
➤ Ford faces legal trouble in Germany

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 21, 2022
Should Tesla Buyback Stock? + FSD Beta Release Notes, Wedbush, NHTSA (05.19.22)
14:13

➤ One of Tesla’s largest shareholders advocates for stock buyback, should Tesla do it?
➤ FSD Beta 10.12 release notes leak
➤ Wedbush reduces TSLA price target
➤ California mayor discloses massive Supercharging site
➤ NHTSA investigates Tesla crash in a California
➤ Twitter execs discuss possible acquisition
➤ Bill Gates declines to comment on Tesla again

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

FSD 10.12 Release Notes:

• Upgraded decision making framework for unprotected left turns with better modeling of objects' response to ego's actions by adding more features that shape the go/no-go decision. This increases robustness to noisy measurements while being more sticky to decisions within a safety margin. The framework also leverages median safe regions when necessary to maneuver across large turns and accelerating harder through maneuvers when required to safely exit the intersection.
• Improved creeping for visibility using more accurate lane geometry and higher resolution occlusion detection.
• Reduced instances of attempting uncomfortable turns through better integration with object future predictions during lane selection.
• Upgraded planner to rely less on lanes to enable maneuvering smoothly out of restricted space.
• Increased safety of turns with crossing traffic by improving the architecture of the lanes neural network which greatly boosted recall and geometric accuracy of crossing lanes.
• Improved the recall and geometric accuracy of all lane predictions by adding 180k video clips to the training set.
• Reduced traffic control related false slowdowns through better integration with lane structure and improved behavior with respect to yellow lights.
• Improved the geometric accuracy of road edge and line predictions by adding a mixing/coupling layer with the generalized static obstacle network.
• Improved geometric accuracy and understanding of visibility by retraining the generalized static obstacle network with improved data from the autolabeler and by adding 30k more videos clips.
• Improved recall of motorcycles, reduced velocity error of close-by pedestrians and bicyclists, and reduced heading error of pedestrians by adding new sim and autolabeled data to the training set.
• Improved precision of the "is parked" attribute on vehicles by adding 41k clips to the training set. Solved 48% of failure cases captured by our telemetry of 10.11.
• Improved detection recall of far-away crossing objects by regenerating the dataset with improved versions of the neural networks used in the autolabeler which increased data quality.
• Improved offsetting behavior when maneuvering around cars with open doors.
• Improved angular velocity and lane-centric velocity for non-VRU objects by upgrading it into network predicted tasks.
• Improved comfort when lane changing behind vehicles with harsh deceleration by tighter integration between lead vehicles future motion estimate and planned lane change profile.
• Increased reliance on network-predicted acceleration for all moving objects, previously only longitudinally relevant objects.
• Updated nearby vehicle assets with visualization indicating when a vehicle has a door open.
• Improved system frame rate +1.8 frames per second by removing three legacy neural networks.

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 20, 2022
Musk Tweets, S&P 500 ESG, 4680 Model Y, Supercharging, California, China, FSD (05.18.22)
13:28

➤ S&P kicks out Tesla from S&P 500 ESG due to poor score
➤ Nasdaq slump continues, TSLA drops
➤ Elon Musk dives further into political Twitter
➤ Tesla prepares first 4680 vehicles for external delivery
➤ Supercharger network expansion test widens
➤ China considers adjustments to EV inventive plan
➤ Tesla becomes a top-seller in California
➤ Morgan Stanley note
➤ AI Day update
➤ FSD Beta 10.12 begins internal rollout

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 19, 2022
Signal/Noise, Musk Interview, Shanghai, Registrations, AI Day 2 (05.17.22)
13:47

➤ Staying focused through a noisy period of time
➤ Update on Tesla China
➤ Experian reports on US EV registrations
➤ Piper Sandler lowers TSLA price target
➤ Elon Musk on the the All In podcast: https://youtu.be/CnxzrX9tNoc
➤ Twitter files preliminary proxy statement on acquisition
➤ Tesla schedules a second AI Day
➤ Argo AI starts driverless testing in Miami and Austin

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 18, 2022
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 Tesl