Tesla Daily: Tesla News & Analysis

By Rob Maurer

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Subscribers: 469
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
New Cybertruck Variant, Stock Sale Update, FSD Beta 10.6, Mobile App, Recall, Megapack (12.03.21)
09:18

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

Video: https://youtu.be/bgikZ2BLybI

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

Live episode of Tesla Daily for Thursday, August 12

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

➤ More information on EPA emissions proposal

➤ Update on Model S deliveries

➤ Elon Musk asked about Waze-like functionality

➤ New residential Tesla Energy project

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

 

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

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

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


Plaid producer Who Why

Executive producer Jeremy Cooke

Executive producer Troy Cherasaro

Executive producer Andre/Maria Kent

Executive producer Jessie Chimni

Executive producer Tesla Summary

Executive producer Jeffrey Yu

Executive producer John Beans

Music by Evan Schaeffer

 

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 17, 2021
Cybertruck Update, Supercharging Rate Increase, Japan EVs, Bolt & Mach-E Recalls (07.15.21)
12:27

➤ Elon Musk shares new information on the Tesla Cybertruck
➤ Tesla increasing peak Supercharging rate
➤ Understanding impact of Supercharging changes
➤ Survey on imported electric vehicles in Japan
➤ Chevy Bolt recall related to fires
➤ Mustang Mach-E faces problems in Norway

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 15, 2021
Tesla Fighting Back in China, Giga Berlin Court Update, Model 3 Specs, Wait Times, EV Credit (07.14.21)
09:06

➤ Tesla pushes back on owner’s claim of brake failure in China
➤ German court rules on contest of Giga Berlin temporary approvals
➤ Tesla updates specs of Model 3 in Canada
➤ Experian releases registration data, showing Tesla’s lead in the US in the beginning of the year
➤ Checking in on estimated delivery timelines
➤ News on US federal EV tax credit status
➤ LG increases battery production investments

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 15, 2021
Earnings Scheduled, Goldman Sachs Note, China, SR Model Y, 4680s, Solar, Powerwall (07.13.21)
14:10

➤ Tesla has scheduled their Q2 earnings report and investor call
➤ Goldman Sachs publishes updated TSLA note ahead of earnings outlining expectations and assessing Tesla in China
➤ New details on the made-in-China Standard Range Model Y
➤ Samsung and LG reportedly make progress on 4680 battery cell development
➤ Tesla introduces new solar panels
➤ Elon Musk discusses Powerwall orders and production rate
➤ More details on Tesla’s FSD V9 visualization

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 14, 2021
FSD Beta 9 Reactions, Leaked Battery Photo, Musk on Trial, Model Y Feature, Giga Berlin, Samsung Contract (07.12.21)
16:46

➤ Tesla has released the long-awaited FSD Beta V9, has it lived up to the hype?
➤ Leaked Tesla battery photo sparks heated debate
➤ Elon Musk takes the stand in trial to defend Tesla’s acquisition of Solar City
➤ Model Y gets a new feature
➤ Brandenburg Minister Jörg Steinbach provides update on Giga Berlin
➤ Samsung and Tesla reportedly agree on camera supply contract for Tesla Cybertruck
➤ Germany makes commitment on electric vehicle incentives

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 13, 2021
Model Y to EU Analysis, S/X Price Increases, Tesla Energy, Boring Co. (07.09.21)
13:36

➤ Tesla opens up configuration for the Model Y in Europe
➤ Discussing possible reasons for the decision and the coincidence with the Standard Range Model Y introduction
➤ J.P. Morgan reacts to Standard Range Model Y
➤ Tesla partners with real estate companies on Tesla Energy project
➤ The Boring Company reportedly purchases land

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 10, 2021
Big FSD News, SR Model Y, China Sales, ARK, Volkswagen/BMW Fines, Stellantis EV Day (07.08.21)
16:08

➤ Elon Musk provides a more firm timeline for FSD Beta alongside some new information
➤ Tesla releases cheaper Model Y in China with some interesting specs
➤ CPCA reports June Tesla sales in China
➤ Tesla reportedly faces fine for some Giga Berlin construction
➤ Volkswagen, BMW fined for actions related to emissions scandal
➤ Stellantis announces electrification strategy at “EV Day”
➤ ARK Invest (ARKK) buys TSLA stock for the first time in a month: https://bit.ly/3AT89gu

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 09, 2021
New Depth Visualization, China Sales Expected, 3/Y Progress, Boring Co. Project (07.07.21)
09:54

➤ New visualization of Tesla’s vision-only depth perception from production vehicle
➤ TSLA stock drops alongside other EV manufacturers
➤ China June sales expected soon
➤ Discussion on Model 3 and Model Y production increases
➤ The Boring Company receives new project approval
➤ New Jersey renews/updates EV tax credit

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 08, 2021
Musk Update on FSD, China Negativity, Lawsuit, Plaid Fire, Analyst Reaction, Rimac, Volkswagen (07.06.21)
13:47

➤ Elon Musk provides updates on FSD beta timing, Cybertruck, Tesla UI, and more
➤ Tesla faces lawsuit over accident involving Autopilot
➤ China concerns persist as TSLA stock drops to open the week
➤ New details emerge on Model S Plaid fire
➤ JP Morgan, Goldman Sachs, and Morgan Stanley react to Tesla delivery report
➤ Rimac and Bugatti merger
➤ Volkswagen looks to divest from charging network

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 06, 2021
Q2 Delivery & Production Announcement (07.02.21)
02:22

➤ Tesla announces Q2 delivery and production results
➤ Livestream link: https://youtu.be/xoY-IR5IzWg

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 02, 2021
Plaid Fire, FSD Updates, Dojo, Boring Co, Taycan Recall, Renault Battery Costs (07.01.21)
10:24

➤ Brand new Tesla Model S Plaid reportedly catches fire, strange circumstances alleged
➤ Elon Musk provides updates on FSD Beta version 9 and Project Dojo
➤ Boring Co. submits another project proposal in Florida
➤ Porsche expected to issue global recall on Taycan
➤ Renault updates electric vehicle targets, shares battery costs

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 01, 2021
Wrapping Up Q2, Consensus Update, SR Model Y, EV Tax Credit, Volkswagen, Canada (06.30.21)
16:36

➤ Tesla wraps up their second quarter by emptying showrooms, delivering Long Range Model S
➤ Analysts chime in ahead of Tesla’s Q2 delivery numbers
➤ Hong Kong customs approves Model Y
➤ News on a possible US federal EV tax credit
➤ Update on Tesla Energy
➤ Link to RMI article: https://bit.ly/3qAyg78
➤ Ohio court rules against Volkswagen
➤ Canada sets target for elimination of ICE vehicles

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 30, 2021
Q2 Production & Delivery Forecast + Vision Update, Berlin, NHTSA (06.29.21)
31:18

YouTube link: https://youtu.be/yQmnS-Vh3Ds

➤ Rob Maurer walks through estimates for Tesla’s Q2 delivery and production numbers and how they may compare to Wall St.’s consensus
➤ Tesla updates vision-only Autopilot software, increasing functionality
➤ Tesla re-recognized as IIHS top safety pick+, Consumer Reports restores recommendation
➤ Giga Berlin injunction request update
➤ Model S Plaid takes on Pikes Peak

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 29, 2021
China "Recall", Battery Supply Deal, Tesla Appeal, Plaid First Drive (06.28.21)
09:56

➤ Tesla issues over-the-air software update “recall” in China
➤ Tesla inks new deal with major battery supplier
➤ New study shows Tesla’s attractiveness compared to other vehicles
➤ Tesla prepares for surge in Supercharging ahead of holiday weekend
➤ Rob drives a Model S Plaid: https://youtu.be/SRv6Cpf0IuE
➤ Happy birthday to Elon Musk!

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 29, 2021
Musk Updates on FSD, China Rumors, Price Increase, Panasonic, CNBC (06.25.21)
15:31

➤ Elon Musk provides update on FSD rollout, FSD subscription timing
➤ TSLA stock closes best week in months
➤ Rumor on China June deliveries
➤ More details on Panasonic’s sale of TSLA stock
➤ Tesla continues increasing prices
➤ The Wall Street Journal reviews the Plaid Model S
➤ CBNC humorously reports on Tesla lawsuit
➤ Brussels moves to eliminate internal combustion engine vehicles

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 25, 2021
TSLA Rally Continues, Infrastructure "Deal", Panasonic, Supercharging, Q3, Starlink (06.24.21)
16:07

➤ TSLA stock continues to rally and outperform indices
➤ Rob Maurer joins The Come Up Series to discuss Tesla: https://youtu.be/LowQrU-VgBw
➤ President Biden says “we have a deal” on infrastructure package
➤ Panasonic discusses 4680 battery cell production, divests from TSLA
➤ Rumor of Tesla being sold out for Q3
➤ Tesla reportedly opening Supercharger network on some stations in Norway
➤ Elon Musk discusses Starlink IPO access

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 25, 2021
TSLA's Best Day in Months, EV Adoption, China Rumors, American-Made Index, Honda, GM (06.23.21)
08:56

➤ Tesla stock finishes as the top performing stock across the entire S&P 500 and Nasdaq 100 on Wednesday, posting its best day in months
➤ Ernst & Young releases new forecast on electric vehicle sales
➤ Market research firm GWI shares perceived EV advantages and disadvantages
➤ Tesla takes top slot in American-made index
➤ Honda announces targeted end date of internal combustion engine production
➤ GM partners with Shell for EV customers

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 23, 2021
Piper Sandler Says Tesla "Still the Best", Morgan Stanley Note, Bitcoin Impairment, China (06.22.21)
12:30

➤ Alex Potter of Piper Sandler publishes forecast of EV sales by brand through 2040, comments on TSLA as an investment
➤ Adam Jonas of Morgan Stanley releases note discussing Tesla’s capacity expansion
➤ Bitcoin falls to new quarterly low, will impact Tesla’s Q2 financials
➤ Tesla to hold energy event in China
➤ Discussion on China delivery wait times
➤ Volkswagen ID.4 reportedly struggling to gain traction in China

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 23, 2021
Karpathy Talks Tesla Vision, Supercomputer + AI Day, Leaked Email, Subscriptions, Plaid, Berlin (06.21.21)
20:49

➤ Tesla’s Senior Director of Artificial Intelligence, Andrej Karpathy, presents at CVPR’s 2021 workshop on autonomous driving, sharing new details about Tesla’s progress on autonomy, the decision to remove radar, Tesla’s supercomputer, and more
➤ Link to full presentation: https://youtu.be/eOL_rCK59ZI?t=28292
➤ Previous episode on Tesla’s supercomputer: https://youtu.be/M7git-yhtno
➤ Elon Musk provides update on Tesla’s AI Day
➤ What to expect from Tesla’s AI Day: https://youtu.be/ceYK-0sgO2k
➤ Reported leaked email from Elon Musk ahead of quarter end
➤ Tesla updates mobile app to include subscription upgrades
➤ Motor Trend reports more details on Model S Plaid
➤ Giga Berlin timeline from newly published documents
➤ Jerome Guillen sells TSLA stock after departure

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 22, 2021
Battery Factory Documents, NHTSA Investigations, Yoke, Brands, Audi (06.18.21)
08:28

➤ New battery factory documents published as Tesla seeks approvals for Giga Berlin: https://bit.ly/3xxbnUd
➤ Plaid Model S owner gives update after one week with yoke steering
➤ Reuters receives information from NHTSA regarding Tesla crash investigations
➤ Musk companies ranked among most “purposeful” brands
➤ Audi discusses internal combustion engine plans
➤ Maine enacts fossil fuel law

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 19, 2021
Motor Trend Reviews Plaid Model S, New Battery Details, Dan Ives, Berlin, Musk Tweet, Referral Program (06.17.21)
16:48

➤ Initial reviews for the Plaid Model S are in from Motor Trend and Jason Cammisa
➤ New details on the refreshed Model S battery
➤ Dan Ives appears on CNBC creating a bit of incorrect fallout
➤ Giga Berlin production timeline rumor
➤ Elon Musk cryptically tweets again, is it Tesla related?
➤ Tesla updates referral program

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 17, 2021
Advertising Resurfaces, Supercharging News, Macro, GM, Toyota, Waymo (06.16.21)
14:30

➤ Tesla doesn’t advertise, but will that change after new comments from Elon Musk, and should it?
➤ Updates from Federal Reserve meeting
➤ German Federal Minister pushes Tesla on Supercharging
➤ First update on Model S Plaid real-world charging
➤ GM increases EV investments
➤ Toyota discusses powertrain plans
➤ Waymo raises capital in new funding round

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 17, 2021
TSLA Stock Dragging, Morgan Stanley, Mizuho, Tesla Solar, Giga Berlin (06.15.21)
14:22

➤ Tesla stock has been in a lull so far in 2021, how does the rest of the year shape up for TSLA?
➤ Morgan Stanley shares sentiment from institutional investors and perspective on Tesla stock catalysts
➤ Mizuho Securities issues updated note on Tesla stock
➤ Tesla adjust solar / energy offering
➤ Giga Berlin approval application status update

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 16, 2021
Rumors: Model Y, China, Suppliers + Plaid Updates, Tesla Holds Bitcoin Position (06.14.21)
18:53

➤ Tesla supplier comments on Tesla’s situation in China, general operations, and competitive lead
➤ Possible notes from supplier investor call: https://bit.ly/3wrDpR4
➤ Updates on Giga Shanghai holidays and end of quarter incentives
➤ Reviewing Tesla’s recent price changes
➤ Rumors on Model Y demand, China exports, LFP, and more
➤ Updates on Plaid Model S after first deliveries
➤ Elon Musk clarifies Tesla’s Bitcoin position
➤ Canaccord Genuity changes TSLA price target
➤ New Zealand updates automotive taxes and credits
➤ Redwood Materials expands in Nevada

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 15, 2021
Plaid First Impressions, Hidden Details, Analyst Reactions + China News (06.11.21)
22:27

➤ First impressions from new Tesla Model S Plaid owners
➤ Additional details not covered at Tesla’s event
➤ Tesla updates design studio following first deliveries
➤ Analysts react to Plaid event
➤ Update on China as quarter end approaches

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 11, 2021
Model S Delivery Event Expectations (06.09.21)
32:41

➤ Interactive look at expectations ahead of Tesla’s Model S delivery event on Thursday, June 10
➤ The Boring Company starts public operations in Las Vegas
➤ Model S VIN assignment

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 10, 2021
CPCA Reports Tesla May Sales, Model Y Dominating in California, Model S Changes, Apple EV Rumors (06.08.21)
16:31

➤ Tesla May China sales published by CPCA
➤ California registration data shows excellent Model Y sales
➤ Tesla updates Model S design studio ahead of launch
➤ Delivery event stage set up in process
➤ Bitcoin dips again
➤ Apple electric vehicle rumors resurface

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 09, 2021
Plaid + Cancelled, Jerome Guillen Departs, "Anonymous" Message to Elon Musk, FSD, Insurance (06.07.21)
27:52

➤ Tesla sends out invites for Plaid Model S delivery event as Elon Musk cancels Plaid +
➤ Tesla President of Heavy Trucking, Jerome Guillen, leaves the company
➤ "Anonymous" message to Elon Musk
➤ Elon Musk discusses Tesla shareholder meeting
➤ FSD timeline update
➤ Tesla app may offer Tesla Insurance insight
➤ Gigafactory New York employment status

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 08, 2021
Rumor - Excellent China Production/Deliveries in May? (06.04.21)
19:21

➤ Following reports of declining orders, new rumors surface about Tesla's deliveries and production in China in May
➤ Giga Texas faces flooding
➤ Tesla spruces up test track ahead of delivery event
➤ Calendar updates

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 04, 2021
China Order Report Drops TSLA Stock, Recalls, CATL, Giga Berlin, Bitcoin (06.03.21)
20:53

➤ TSLA stock falls on report of significant decline in net new orders for Tesla in China for May following
➤ Assessing what is known about the report, plausibility, impact on Tesla and TSLA stock
➤ Tesla issues two separate recalls on select Model 3 and Model Y vehicles
➤ CATL reportedly plans battery factory near Tesla
➤ Tesla files new Giga Berlin permit application including battery manufacturing
➤ Plaid Model S detail confirmed ahead of deliveries
➤ Elon Musk cryptically tweets about Bitcoin

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 04, 2021
Q2 Tesla Production Could Surprise (06.02.21)
12:18

Video link: https://youtu.be/hbk30TrdsOA

➤ Tesla’s Q2 results could surprise Wall St. despite supply chain headwinds
➤ Full breakdown of Q2 production possibilities and Tesla’s growth trajectory
➤ Credit Suisse highlights market share decline for Tesla
➤ Photos show new installation at Giga Texas

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 02, 2021
Feature Removal, Pricing, Plaid Event Delay, AMD, Castings, SEC Request, Restaurants, Safety Report (06.01.21)
18:59

➤ Tesla removes another part from the Model 3 and Model Y following radar removal; is it too much?
➤ Elon Musk explains Tesla’s price increases
➤ First reports on Tesla Vision-only Autopilot performance
➤ Plaid Model S delivery event postponed
➤ AMD announces supply agreement with Tesla
➤ Elon Musk details benefits of castings
➤ Wall St. Journal uncovers communications between SEC and Tesla
➤ Tesla applies for trademark in restaurant services
➤ UK company shares insightful accident safety data
➤ Ford F-150 Lightning availability will be limited on select version

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 02, 2021
New Cybertruck Details, Giga Updates, Musk on NHTSA, Recall, F-150 Lightning (05.28.21)
12:11

➤ New Tesla Cybertruck details disclosed in patent application publishing including references to range and payload, user interface images, and even drones
➤ Giga Berlin receives new approval
➤ Giga Texas interior photos
➤ Elon Musk comments on NHTSA safety information changes
➤ Tesla issues voluntary recall
➤ Ford F-150 Lightning specs may be better than announced

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimney
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 29, 2021
New EV Credit Proposal, NHTSA Safety Update, Semiconductor Fabrication, Driver Monitoring, China Production (05.27.21)
21:00

➤ Everything you ever wanted to know about the new EV tax credit proposal, including overlooked details and implications for Tesla
➤ NHTSA updates safety information on Tesla vehicles following radar removal
➤ Tesla reportedly offering to pay ahead for semiconductors and may have interest in purchasing fabrication business
➤ Firmware on new Tesla deliveries adds driver monitoring feature
➤ Tesla calls Plaid + order holders
➤ China April production numbers released
➤ Tax credit documents: https://bit.ly/3fPPNDf

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimney
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 28, 2021
Tesla Vision, FSD Pricing, Powerwall Sales, Berlin Fire, Emissions Lawsuit (05.26.21)
11:44

➤ Tesla announces full transition to ‘Tesla Vision’ and removal of radar hardware from select vehicles
➤ Full Self-Driving option and subscription pricing rumors
➤ Tesla announces Powerwall installation milestone offering insight into Tesla’s energy business
➤ Fire reported at Giga Berlin
➤ Royal Dutch Shell loses emissions court case

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimney
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 27, 2021
Interview: Pierre Ferragu w/ Rob Maurer on Tesla Profitability & More (05.25.21)
01:00:59

Pierre Ferragu of New Street Research joins Rob Maurer on Tesla Daily to discuss Tesla's return on investment, operating leverage, competitive positioning, delivery outlook, supply chains, cryptocurrency, and more.

0:00 Introduction
0:59 Understanding Tesla's profitability
5:07 The right to make money
7:54 New Street's TSLA note - cash return
16:34 Operating margin outlook
21:00 Tesla vs. TSMC
27:11 Tesla vs. BMW / Daimler
29:41 Tesla's structural advantages
36:27 Does this increase Pierre's bullishness?
38:34 Accelerating growth
43:43 Pierre's new Model Y
45:21 Reaction to Tesla/Musk's involvement in cryptocurrency
52:09 What concerns are you hearing?
53:01 2021 delivery expectations

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

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimney
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 25, 2021
New Autopilot Page, Radar, TSLA Stock, Wells Fargo Initiation, Megacharger, Lawsuit, F-150, Batteries (05.24.21)
13:55

➤ Tesla updates website including Autopilot page
➤ TSLA stock starts the week strong, but trails off to end the day while Elon Musk tweets about cryptocurrency
➤ Tesla spotted testing vehicle with lidar sensor
➤ Plaid Model S delivery estimate updated
➤ First Megacharger installation reported
➤ Norway owners win lawsuit against Tesla, pending possible appeal
➤ Ford unveils more details on the commercial, lower price Ford F-150 Lightning
➤ CATL announces production on new battery chemistry
➤ Indonesia and LG strike deal on battery factory

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimney
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 25, 2021
Cybertruck Reservations vs. F-150, Bank of America TSLA Price Target, More Price Changes, Russia, Castings (05.21.21)
09:35

➤ Ford releases new information on the all-electric F-150 Lightning which highlights a key win for Tesla’s Cybertruck
➤ Bank of America lowers price target on TSLA stock
➤ Tesla increases vehicles prices yet again
➤ Plaid+ Model S orders halted on Tesla’s website
➤ Elon Musk discusses Tesla’s future in Russia
➤ More castings at Giga Texas
➤ Roadster update

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimney
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 22, 2021
New Roadster Details, Model S Delivery Date, UK Rumors, Cybertruck vs. Ford F-150 Lightning (05.20.21)
13:42

➤ Tesla’s Roadster just began being displayed at the Petersen Automotive Museum, unveiling some new details alongside Elon Musk tweets
➤ Tesla finally schedules delivery event for refreshed Model S
➤ Musk continues to tweet about Dogecoin
➤ UK factory rumors surface after reports of Musk visit
➤ Analysis of Ford’s all-electric F-150 Lightning with details published after the unveiling event
➤ Comparing the Ford F-150 Lightning to Tesla’s Cybertruck
➤ F-150 Lightning technical specs: https://ford.to/3bI0Xc9

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 21, 2021
Bitcoin Crash Could Impact Tesla's Q2, Giga Berlin/Texas, Analyst Updates, Cybertruck, Stellantis (05.19.21)
10:10

➤ Cryptocurrency markets crashed 30% - 50% on Wednesday, and the sharp drop in bitcoin prices could impact Tesla’s Q2 earnings report
➤ Elon Musk tweets about diamond hands
➤ Giga Berlin receives preliminary approval on equipment installation
➤ Giga Texas castings spotted in large numbers
➤ Elon Musk responds to New Street Research report
➤ Wedbush comments on current market, TSLA outlook
➤ Cybertruck timeline discussion
➤ Stellantis announces change to dealership structure

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 19, 2021
Biden EV Plans, Model Y Update, Potential Part Shortage, TSLA, New Street Research (05.18.21)
12:30

➤ Elon Musk provides updates on “next-gen” Model Y from Giga Berlin and Giga Texas
➤ President Biden speaks about infrastructure and electric vehicles plans to Ford employees, White House releases info on potential credit structure
➤ Electrek reports on vehicle accumulation at Fremont due to part shortage
➤ Renaissance Technologies adds to TSLA position in first quarter
➤ Pierre Ferragu of New Street Research issues updated report on TSLA
➤ Tesla reportedly ships thousands of vehicles to South Korea
➤ Lamborghini announces electric vehicle roadmap

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 19, 2021
Truth About TSLA Stock, Michael Burry, Front Casting, Berlin, Doge, Model S, VPP, EVE (05.17.21)
16:53

➤ What is going on with Tesla stock recently, and how much are Elon Musk’s tweets impacting its performance?
➤ Michael Burry reportedly “bets $530M” against TSLA stock, but the headlines are misleading
➤ Photo of a newly cast Tesla part signals big milestone
➤ Elon Musk visits Giga Berlin, comments on timelines
➤ Elon Musk continues to tweet about bitcoin and dogecoin
➤ Tesla spotted testing a new Model S at Laguna Seca
➤ Green Mountain Power provides update on virtual power plant project
➤ EVE Energy Co. comments on Tesla rumors

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 18, 2021
New Battery Supplier, Model S Update, European Expansion, China Status (05.14.21)
09:21

➤ Tesla reportedly close to adding another new battery supplier
➤ TSLA stock ends a streak of declining days
➤ Model S order holders receive updated delivery estimates
➤ Tesla expands in Eastern Europe
➤ Morgan Stanley issues note on Tesla in China

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 14, 2021
Musk Defends Bitcoin Decision, Will Tesla Start Mining? + Plaid Model S Breaks Record (05.13.21)
15:19

➤ Elon Musk offers some explanation / defense for Tesla’s decision to stop accepting Bitcoin as a payment method
➤ Will Tesla get into bitcoin mining?
➤ Refreshed plaid Model S runs quarter mile test
➤ Giga Texas hits significant milestone
➤ Credit Suisse update on Tesla in China

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 14, 2021
$18B Credit Market, Tesla Suspends Bitcoin, Musk on FSD, April China Sales, Waymo/Cruise, Toyota 2030 Target (05.12.21)
17:18

➤ Tesla reportedly applies to join $18B regulatory credit market
➤ Elon Musk announces Tesla has suspended their acceptance of Bitcoin as a payment option due to environmental concerns
➤ More clarity on Tesla’s China sales in April
➤ Musk tweets about updates to Autopilot, FSD Beta V9, and FSD subscription
➤ Brandenburg minister comments on Giga Berlin production timeline
➤ Waymo and Cruise reportedly request permission to operate driverless services in San Francisco
➤ Waymo CFO and head of automotive partnerships leave the company, following CEO departure earlier this year
➤ Toyota announces electric vehicles plans for 2030

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 13, 2021
What Is Going On With Tesla China Sales? (05.11.21)
18:13

➤ CPCA report on Tesla sales in China in April has been met with confusion and conflicting information; what is going on with Tesla sales in China in April?

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 11, 2021
NTSB Report, Solar Roof Lawsuit, Musk on SNL, Expansion, Panasonic, F-150, Toyota (05.10.21)
13:16

➤ TSLA stock drops 6.5% to start the week
➤ NTSB releases preliminary report on Tesla accident said to be “driverless” by law enforcement
➤ Elon Musk hosts Saturday Night Live, brings Cybertruck to New York City
➤ Tesla faces possible class action lawsuit over Solar Roof price changes
➤ Tesla receives approval for limited Giga Berlin expansion
➤ Survey shows Tesla skyrocketing up rankings of preferred employers in Germany
➤ Expansion of Fremont general assembly area underway
➤ IDRA Group owner receives order for massive casting machine
➤ Panasonic discusses profitability of Tesla battery segment
➤ Ford sets date for all-electric Ford F-150 unveiling
➤ Toyota investors express concern over strategy

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 11, 2021
More Price Increases, Emails Between Tesla & DMV on Full Self-Driving (05.07.21)
11:51

➤ Tesla continues to increase prices on vehicles in the United States
➤ California Public Records Act request unveils emails between Tesla and California Department of Motor Vehicles
➤ Tesla hits major Supercharger milestone
➤ Elon Musk set to host Saturday Night Live

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 08, 2021
Q2 Sold Out? + Baillie Gifford Sells More TSLA, Referral Program Changes? (05.06.21)
13:20

➤ Tesla reportedly “sold out” for Q2, just five weeks into the quarter
➤ One of Tesla’s largest institutional shareholders significantly reduces TSLA stake in first quarter
➤ Tesla may be eyeing changes to its referral program
➤ Tesla to share more data with customers in China

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 07, 2021
Court Orders Tesla to Share Musk Communications, Mustang Mach-E Sales, Credits, Semiconductors (05.05.21)
08:48

➤ Tesla board of directors ordered to turn over communications between Musk and attorneys regarding 2018 CEO Performance Plan
➤ Ford releases April Mustang Mach-E sales figures which continue to fall month-over-month
➤ Stellantis reports earnings and discusses regulatory credit situation with Tesla
➤ GM reports earnings and addresses semiconductor shortages and Super Cruise subscriptions
➤ SpaceX updates

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 06, 2021
Latest Tesla Acquisition? + Grohmann Expansion, Stellantis Credits (05.04.21)
04:59

➤ Tesla may have stealthily acquired another battery startup
➤ Expansion underway for Tesla Grohmann Automation
➤ Stellantis CEO comments on Tesla regulatory credit pooling agreement

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 04, 2021
Berlin Delay? Steinbach Comments + FSD/Model S Rumors, S&P 500 ESG, Giga Texas, Brakes (05.03.21)
14:02

➤ Unconfirmed report out of Germany suggests six month delay for Tesla’s Gigafactory Berlin, state minister comments on report
➤ Tesla stock (TSLA) added to S&P 500 ESG index
➤ Rumors on Tesla’s FSD V9.0 Beta, refresh Model S range, and more
➤ Tesla submits permit details for “Bobcat Project” in Texas
➤ Videos demonstrating superior braking performance of Tesla vehicles circulate Chinese social media
➤ Tesla ships significant amount of Model 3s to Israel
➤ SpaceX update

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 04, 2021
New Tesla Powerwall+, China Protest, Volkswagen Investigation (04.30.21)
08:25

➤ Tesla spec sheet reveals new energy product, the Tesla Powerwall+
➤ Spec sheet: https://bit.ly/3xCxKZl
➤ Tesla posts detailed account of China protestor interaction to their Weibo account
➤ Volkswagen reportedly under investigation by the SEC

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 30, 2021
FSD Timeline, Insurance, Supply Chain, Earnings Misconceptions (04.29.21)
09:26

➤ Elon Musk shares a new timeline for release of Tesla’s FSD Beta V9.0 and discusses some of that changes that are coming
➤ Tesla preparing for Tesla Insurance expansion in several states
➤ Pierre Ferragu reports on interesting supply chain news for Tesla
➤ Examination of Tesla earnings report takeaways that may not be accurate
➤ SpaceX update

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 30, 2021
Berlin Batteries, TSLA Drops, Timeline & Price Changes, China Follow Up, Semiconductors (04.28.21)
11:46

➤ Tesla stock continues to fall after reporting Q1 earnings
➤ Brandenburg reports Tesla’s intent to modify their production approval application to include battery cell production
➤ Tesla updates delivery timelines for Model Y in Europe, Model S/X in the US
➤ Tesla continues to raise prices in the US
➤ New information on viral protest of Tesla in China
➤ IIHS publishes new safety data comparing electric vehicles to internal combustion engine vehicles
➤ Ford reports earnings, announces drastic production cuts

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 29, 2021
Jim Cramer & Rob Maurer Discuss Tesla's Q1 Earnings + Key Takeaways (04.27.21)
15:53

➤ Jim Cramer & Rob Maurer join Katherine Ross to discuss Tesla stock's reaction to the company's Q1 earnings report and investor conference call
➤ How strong were Tesla's financials?
➤ Understanding Tesla's margins
➤ Tesla's stance on digital currencies
➤ Tesla's aspirations to outsell Toyota
➤ Elon Musk's missed promises
➤ What's going on with Tesla Solar?
➤ Supply chain impacts and chip shortages

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 27, 2021
Q1 Tesla Earnings Report - Financials and Shareholder Letter Analysis (04.26.21)
14:41

Tesla reports a Q1 earnings beat with earnings per share of $0.93. Follow Rob Maurer's live reaction on Tesla's financials, then tune in for the earnings call!

Earnings call livestream: https://youtu.be/mBvyJk5O3A0

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

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 27, 2021
What To Expect From Tesla Earnings - Q1 2021 (04.23.21)
29:23

YouTube link: https://youtu.be/ja8gWQ2Pqm0

➤ Tesla is set to report earnings after market close on Monday, April 26. Join Rob Maurer for a live discussion on what to expect from Tesla's Q1 2021 earnings report and the most important financial results to watch for.

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 24, 2021
TSLA Bull Case Presented by Rob Maurer at Benzinga Cleantech Conference (04.22.21)
21:27

➤ Rob Maurer presents the bull case for TSLA stock in 2021 and provides counter-arguments to claims that Tesla is overvalued, in a bubble, and structurally unprofitable
➤ This presentation was given at Benzinga's Cleantech and Small Cap conference on April 22, 2021

Timestamps:
0:00 Introduction
0:54 The one theme behind Tesla
1:18 How has the TSLA bull case evolved?
1:48 Criticisms of TSLA
3:09 Understanding Tesla’s profitability
7:39 Impact of CEO compensation
9:21 Rising strength in Tesla’s business
12:58 Tesla’s growth
14:43 TSLA vs. AMZN growth
15:54 Future growth
16:38 Competition is coming
19:42 What is the most exciting catalyst for Tesla?
20:52 What about Apple?

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 22, 2021
China Shanghai Protest Coverage Escalates, Tesla India, Conquest Sales, Semiconductors, Cadillac Lyriq (04.21.21)
12:47

➤ Taking a closer look at the Tesla protest in China and reactions across social media
➤ Tesla hires new executives in India, reportedly narrows location search for first corporate office
➤ Tesla’s general counsel leaves for lidar startup
➤ Biden administration to review California emission regulation flexibility
➤ Ford announces production halts due to semiconductor supply issues
➤ GM announces price of the upcoming all-electric Cadillac Lyriq
➤ Porsche discloses first quarter Taycan sales
➤ NASA and SpaceX adjust Crew-2 launch schedule
➤ Benzinga conference info: https://www.benzinga.com/events/small-cap/clean-tech/

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 22, 2021
Questions for Tesla / Elon Musk on Earnings Call + Tesla Shanghai Protest, TSLA Price Target (04.20.21)
23:49

➤ Voting for questions for Tesla’s Q1 earnings call is now open. Here are my questions:
1. https://saytechnologies.com/s/8b9c38a2
2. https://saytechnologies.com/s/680ec168

➤ Tesla supplier prepares for large 2021 order quantities
➤ More information on Tesla accident in Texas
➤ Mizuho Securities increases TSLA price target
➤ Protestor accuses Tesla at Shanghai Auto Show

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 20, 2021
Fatal Accident Unlikely “Driverless” Despite Reports + Tesla Safety Report, Shanghai Auto Show (04.19.21)
13:33

➤ Fatal Tesla accident captures headlines after local law enforcement says the vehicle had no driver
➤ Tesla releases Q1 accident and fire safety report
➤ Ron Baron talks Tesla, SpaceX, and Elon Musk
➤ Tesla establishes new insurance company in Europe
➤ Automakers unveil a number of electric vehicles at Shanghai auto show
➤ Voting for questions for Tesla’s Q1 earnings call is now open. Here are my questions:
1. https://saytechnologies.com/s/8b9c38a2
2. https://saytechnologies.com/s/680ec168

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 20, 2021
Cybertruck at Giga Texas, Huawei Autonomy, SpaceX Awarded HLS by NASA (04.16.21)
32:19

YouTube link: https://youtu.be/MIqw2_nYtxY

➤ Elon Musk takes the Tesla Cybertruck to Giga Texas
➤ Musk tweets about Texas and Berlin production
➤ Huawei demos autonomous driving in cities
➤ Nasa set to announce major mission award

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 16, 2021
AI Day: What to Expect, FSD Beta & Subscription, S/X Refresh, Huawei, Cruise, EQS (04.15.21)
14:47

➤ Elon Musk sets targeted date for Tesla AI Day, what will Tesla unveil?
➤ Timeline updates on Tesla’s FSD Beta rollout and the FSD subscription option
➤ Tesla fails inspection in Fremont
➤ IDRA equipment arrives at Giga Texas
➤ Huawei claims superior autonomous driving performance over Tesla
➤ Cruise increases funding round, adding Walmart
➤ Mercedes unveils all-electric EQS exterior
➤ Stellantis schedules “Electrification Day”
➤ SpaceX update

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 16, 2021
Interview: Tesla's Neural Networks, Autonomous Driving, and Computer Vision w/ James Douma (04.14.21)
50:24

➤ James Douma joins Rob Maurer to discuss Tesla's approach to autonomous driving, computer vision, deep learning, how neural networks work, their history, and how they may scale from here
➤ Past episode with James: https://bit.ly/32gxlgS

0:00 Background
0:50 TSLA investment thesis
2:43 Examining Tesla’s neural networks
6:38 Progress of computer vision and neural networks
11:22 How does a neural network work?
40:53 Will neural networks keep scaling?
46:27 Neural network constraints for autonomous driving
50:05 Stay tuned for part 2!

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 14, 2021
Musk's CEO Role, TSLA Stock Rises, Credit Suisse, Shanghai Model Y, MotorTrend, ID.4 Teardown (04.13.21)
12:31

➤ TSLA stock has best day in over a month as trading volume picks up
➤ Credit Suisse expects Tesla Q1 earnings beat
➤ Business Insider reports that Tesla offered CEO job to automotive veteran in 2015
➤ SpaceX wins launch contract, likely explaining Musk’s vague tweet
➤ Chinese firm tears down Shanghai-made Model Y
➤ MotorTrend ranks luxury sedan best buys for 2021
➤ Sandy Munro continues teardown of Volkswagen ID.4
➤ More details on Spain EV subsidy
➤ Schedule update

Coinbase Referral: coinbase.com/join/maurer_x4q
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 14, 2021
TSLA Upgrade, Elon Tweets, Tokenized Stock, Energy, Solar Roof, Nvidia (04.12.21)
13:59

➤ TSLA stock upgraded by Canaccord Genuity analyst Jed Dorscheimer alongside a 150% price target increase
➤ Elon Musk tweets about going to the moon and Tesla’s decision to remove radar from the FSD beta
➤ Binance begins trading of a TSLA stock token
➤ Tesla updates utility energy storage webpage, offers more details on software
➤ Solar Roof order holders report Tesla raising prices after order contract signed
➤ Nvidia announces next-generation AI-enabled processor for autonomous vehicles
➤ Spain approves EV subsidy plan

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 13, 2021
FSD V9, More Price Changes, China Sales, Earnings Date, Budget, Boring Co, Neuralink (04.09.21)
12:08

➤ Elon Musk says a massive step change is “almost ready” for Tesla
➤ Tesla raises prices again, the third time in the last month
➤ Model 3 gets an interior update in the US
➤ March sales reported in China
➤ Tesla schedules Q1 earnings for an unusual date
➤ Biden unveils 2022 budget proposal: https://bit.ly/3uD9kfV
➤ The Boring Company invites media to Vegas
➤ Neuralink update

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 10, 2021
Giga Berlin Timeline Confirmed, China Design, Semi, Musk Thanks Suppliers, Macro News (04.08.21)
12:20

➤ Tesla voices frustration with German approval processes in a letter which confirms operational timeline target
➤ Tesla creates social media “ad” for China Design studio
➤ Tesla Semi may be perfect vehicle for logging operation in Canada
➤ Elon Musk thanks Tesla’s suppliers for providing critical parts
➤ US Secretary of Transportation comments on Tesla interaction, infrastructure plan
➤ Biden tax proposal may eliminate some fossil fuel subsidies
➤ Panasonic discusses 4680 battery cells
➤ SpaceX Starship update

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 09, 2021
Prefab Superchargers, EV Credit, China Margins, S/X VIN Assignment, ID.4 (04.07.21)
13:35

➤ Tesla adopts new strategy for Supercharger rollout
➤ Transportation Department emails shares infrastructure plan funding details for electric vehicles
➤ Morgan Stanley says owning TSLA stock is less risky than not owning it
➤ Discussing Tesla’s margin on the Model 3 in China
➤ Some orderers of the refreshed S/X have delivery estimates pushed out while the first VINs may have been assigned
➤ Tesla’s CFO reportedly buys property in Texas
➤ Sandy Munro discusses first impressions of the Volkswagen ID.4
➤ Following up on Giga Press casting
➤ SpaceX launch update

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 08, 2021
Giga Press Orders, Texas Batteries, US Tax Credit, Supercharging, VPP (04.06.21)
12:28

➤ IDRA group discusses Giga Press orders, what does it mean for Tesla?
➤ IDRA video 1: https://youtu.be/DbxxrbYWN74
➤ IDRA video 2: https://youtu.be/Div0BMetUxM
➤ Battery cathode plant grading started at Giga Texas
➤ Assessing some rumors on the possible US federal EV tax credit
➤ Tesla makes some changes to Supercharging fees in California as expansion continues
➤ Swell Energy launches virtual power plant in New York
➤ GM announces all-electric Chevy Silverado
➤ SpaceX set to launch another round of Starlink satellites

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 07, 2021
TSLA Stock/Analysts React to Deliveries, Shanghai, Tim Cook on Musk/Tesla, EQS, Announcement (04.05.21)
19:27

➤ TSLA stock increases just 4% after Q1 delivery beat
➤ Discussion of analyst reactions to Tesla’s report, and what the market may have missed
➤ Update on Model Y demand in China
➤ New construction near Giga Shanghai
➤ Apple CEO Tim Cook discusses Tesla, Elon Musk, and Apple’s car plans in a new interview
➤ Mercedes announces more details on the upcoming all-electric Mercedes-Benz EQS
➤ Announcement

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 06, 2021
Live Replay: Tesla Reports Q1 Delivery Beat + Q&A (04.02.21)
01:27:18

Watch on YouTube: https://youtu.be/KuhgJNAJVU4

➤ Tesla has announced Q1 delivery and production numbers, join Rob Maurer for live reaction and analysis, followed by a Q&A about TSLA stock, annual outlook, earnings expectations, and more.

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 02, 2021
Apple Buying Megapacks, Leaked Email on Deliveries, Regulatory Credit $ From VW (04.01.21)
12:08

➤ Apple reportedly placed significant order for Megapacks with Tesla for energy storage project
➤ Possible leaked email from Tesla may give insight on quarterly deliveries
➤ Volkswagen reportedly reached agreement with Tesla to purchase regulatory credits in China
➤ Voltswagen prank continues to draw media criticism
➤ California has big energy storage plans in 2021

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 02, 2021
Will Tesla Beat Delivery Estimates? (Q1-21) + Biden Infrastructure Plan (03.31.21)
17:10

YouTube link: https://youtu.be/iYg-UhExDCE

➤ Rob Maurer walks through estimates for Tesla’s Q1 delivery and production numbers and how they may compare to Wall St.’s consensus
➤ President Biden unveils $2.3 trillion infrastructure plan, focusing a portion on electric vehicles and clean energy
➤ Full infrastructure plan: https://bit.ly/2Pmk03u

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Apr 01, 2021
Toyota/Tesla Partnership? + Tesla vs. Rivian Lawsuit, Semi Updates, SN11 (03.30.21)
09:11

➤ Japanese automobile industry source claims Tesla and Toyota are in final stage of forming a partnership agreement for an electric vehicle project
➤ Elon Musk tweets again about the Tesla Semi and battery cell constraints as Tesla reportedly works on production line
➤ Tesla vs. Rivian lawsuit continues
➤ Volkswagen / Voltswagen saga continues
➤ SpaceX Starship SN11 update

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 30, 2021
Cybertruck Pilot Line, Huge Solar Roof Price Increase, Semi, EQS, Boring Co Update (03.29.21)
12:39

➤ Tesla reportedly working on Cybertruck pilot production line at Fremont ahead of Giga Texas production
➤ Tesla significantly raises prices on the Solar Roof
➤ Elon Musk confusingly tweets about Tesla Semi status in relation to battery cell constraints
➤ Mercedes unveils interior of the all-electric EQS
➤ Volkswagen accidentally posts press release announcing new name in the US
➤ Miami continues to explore project with The Boring Company
➤ SpaceX Starship SN11 update

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 30, 2021
Edmunds Defends Tesla Range Tests - Interview w/ Editor-in-Chief Alistair Weaver (03.28.21)
31:50

➤ Edmunds Editor-in-Chief Alistair Weaver joins Rob Maurer to discuss Edmunds’ electric vehicle range tests, Tesla’s performance, test conditions, range buffers, and more.

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 28, 2021
Elon Musk Call Details + Tesla The World's Biggest Company? (03.26.21)
10:59

➤ Details from Elon Musk's call with Tesla employees leaked
➤ Musk says Tesla may become the world's biggest company, then deletes tweet about it probably happening in a few months

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 26, 2021
Cybertruck, Pricing, Opening Supercharging, Edmunds Range Tests, Secret Call (03.25.21)
20:21

➤ Elon Musk gives teaser on Cybertruck changes
➤ Tesla changes prices again in the United States ahead of quarter end
➤ Rumor indicates Tesla may be close to opening up the Supercharger Network to other electric vehicles
➤ Biden set to unveil infrastructure plan
➤ Pepsi provides update on Tesla Semi delivery expectations
➤ Edmunds receives feedback from Tesla on EV range testing, creates new tests
➤ Nio CEO shares gratitude for Tesla’s role in their history
➤ More info on Tesla’s Bitcoin payment option
➤ Mysterious Tesla call

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 26, 2021
Bitcoin Payment Added, Potter Note, Smart Shift, China Price, Taycan (03.24.21)
09:43

➤ Tesla has added Bitcoin as a payment method, here are the details and the important implications of the move
➤ Alex Potter of Piper Sandler issues updated note on TSLA stock after “Electric Truck Day”
➤ First demo video of Smart Shift manual control shared
➤ Tesla adjusts Model Y prices in China
➤ Porsche issues update to Taycan owners allowing them to lower charge rates
➤ Members of Congress urge President Biden to reinstate stricter emissions standards

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 25, 2021
Karpathy Talks Deep Learning, Elon Musk, FSD Beta, & Waymo Competition (03.23.21)
13:04

➤ In a new interview, Tesla’s Senior Director of Artificial Intelligence, Andrej Karpathy, discusses what led him to Tesla, working with Elon Musk, Tesla’s deep learning strategy, FSD Beta progress, technological limitations, and more.
➤ Link to Karpathy podcast: https://spoti.fi/2Pi4UMa

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 24, 2021
ARK Invest’s New TSLA Price Target, Monte Carlo Simulations, New Tesla UI, SpaceX (03.22.21)
16:39

➤ Analyzing ARK Invest’s newly-published TSLA model
➤ Discussing Monte Carlo simulation models and use cases
➤ Elon Musk responds to China’s military restriction of Tesla
➤ New Tesla user interface software spotted in refreshed Model S
➤ Elon Musk tweets about winner-take-most market share development
➤ Senators urge President Biden to set deadline on ICE vehicle sales
➤ SpaceX Starship SN11 update

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 23, 2021
China Military Tesla Restrictions/Risk + New Giga Press, Bitcoin, SpaceX (03.19.21)
08:15

➤ China places restrictions on Tesla vehicles for military personnel due to data collection concerns
➤ IDRA announces secured order for 8,000 ton casting machine
➤ Tesla set to open additional Michigan location
➤ SpaceX rumored to have invested in Bitcoin alongside Tesla
➤ Checking in on SpaceX and what to watch for next week
➤ SpaceX Starship animation: https://youtu.be/C8JyvzU0CXU

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 19, 2021
Bigger EV Incentives Coming? + UK Grant Change Drops Tesla/Others, Giga Berlin Timeline, Tilburg (03.18.21)
11:48

➤ Electric vehicle incentives come into focus in the United States as Senate Majority Leader prepares proposal
➤ UK suddenly changes EV incentive structure, making Tesla and others ineligible
➤ Tesla’s Giga Berlin production timeline discussed at Brandenburg Committee for Infrastructure and Regional Planning meeting
➤ Tesla reportedly ending assembly at Tilburg plant
➤ Model S and Model X refresh vehicles spotted leaving Fremont
➤ BMW announces limited pricing information for all-electric BMW iX

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 19, 2021
Berlin Cell Factory News, TSLA Notes, Norway, BMW i4, Volkswagen, Toyota EV (03.17.21)
11:52

➤ Update on Tesla’s battery cell factory plans for Giga Berlin
➤ Federal Reserve comments on interest rate expectations
➤ Model Y bodies spotted at Giga Berlin
➤ Tesla’s European deliveries spike as end of quarter approaches
➤ Morgan Stanley surveys investors on Tesla’s competitive position
➤ Goldman Sachs highlights TSLA as advantageous vs. consensus ratings
➤ BMW unveils fully-electric BMW i4
➤ Volkswagen discusses 2021 EV targets
➤ Toyota announces intent to unveil first significant EV effort

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 18, 2021
Interview: The Limiting Factor on VW Power Day, Solid-State Batteries, Tesla’s Advantages & More (03.17.21)
24:40

➤ Rob Maurer is joined by Jordan Giesige of The Limiting Factor to discuss Volkswagen’s Power Day, how it compares to Tesla’s Battery Day, outlook for VW, solid-state batteries, Northvolt, Quantumscape, and more.
➤ Find Jordan’s channel here: https://www.youtube.com/channel/UCIFn7ONIJHyC-lMnb7Fm_jw

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 17, 2021
Autobidder Capacity, New Energy Projects, Insurance Telemetry, Musk History (03.16.21)
08:10

➤ Tesla employee discloses amount of installed energy capacity leveraging Tesla’s Autobidder software
➤ New Tesla Energy projects reported in UK, Israel
➤ Tesla Insurance telemetry collection spotted in firmware by @greentheonly as Tesla prepares to expand state availability
➤ Tesla suggests tax on internal combustion engine vehicles in the UK to support EV grants
➤ Background on Elon Musk’s upbringing: https://savingjournalism.substack.com/p/i-talked-to-elon-musk-about-journalism

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 16, 2021
Titles, NFTs, Volkswagen Power Day, FSD Beta (03.15.21)
13:42

➤ Elon Musk takes title of Technoking of Tesla, CFO dubbed Master of Coin
➤ Tesla expands FSD Beta, but delays “the button”
➤ FSD Beta handles Chestnut Street: https://twitter.com/WholeMarsBlog/status/1370974296730824704?s=20
➤ NFT interest spikes, Elon Musk possibly offers his own
➤ Elon Musk set to participate in China development forum later this month
➤ New bill introduced in Texas could open things up for Tesla
➤ Panasonic CEO warns of over-reliance on Tesla
➤ Volkswagen outlines battery strategy at VW Power Day

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 16, 2021
Investor Sues Elon Musk, Tesla Board + Fremont Fire, Tesla Insurance, Market Share (03.12.21)
09:02

➤ Fire at Tesla’s “Gigapress” in Fremont factory contained with no reported injuries
➤ Investor lawsuit filed against Elon Musk and Tesla board of directors
➤ EV market share continues to make the rounds, Piper Sandler’s Alex Potter chimes in
➤ Tesla reportedly selects underwriter for Tesla Insurance in new state
➤ Report of Tesla / Tata Power partnership in India denied
➤ Plaid+ order holders comment on timeline
➤ Partial FSD Beta expansion may happen this weekend

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 13, 2021
More Price Changes, Plaid+ Timeline, New TSLA Analyst, China Quality, Semi (03.11.21)
12:47

➤ Tesla adjusts US pricing for the third time in the last month
➤ Model S Plaid+ delivery timeline change
➤ China vehicles compared on complaints per 10,000 vehicles
➤ Mizuho initiates coverage on TSLA stock with a buy rating
➤ Tesla Semi spotted possibly shooting promotional footage
➤ EVs may soon come into focus in US legislation

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 12, 2021
People Are Wrong About Tesla’s Battery Costs + IIHS Study, Security Breach (03.10.21)
12:27

➤ Research group publishes study on Tesla’s battery costs compared to the rest of the automotive industry
➤ GM EV Day recap episode: https://youtu.be/4qbwoXxtQzk
➤ IIHS publishes study on automated driving assistance system impact on driver situational awareness
➤ China MIIT confirms Model 3 SR purchase tax exemption in China
➤ Security breach impacts a number of organizations and companies, including Tesla
➤ Another state minister in India chimes in on Tesla’s local production plans
➤ Survey results indicate top reasons people may not want to buy a Tesla

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 11, 2021
TSLA Rockets to Biggest Day Ever + Shanghai Production, FSD Beta, New Street Upgrade (03.09.21)
12:10

➤ TSLA stock jumps 20%, increasing by more than $100 per share in a single day
➤ Last year’s TSLA price jump episode: https://youtu.be/x2Z8pZjF8vU
➤ Analyzing Tesla’s Giga Shanghai production for the first quarter as February numbers are released
➤ Elon Musk clarifies FSD Beta rollout
➤ New Street Research upgrades TSLA stock, increases price target
➤ TSLA short interest update
➤ VW schedules event for next week

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 10, 2021
Starlink + Tesla, FSD Beta Expansion, Internal FSD Emails, Cathie Wood on TSLA, Nickel Supply (03.08.21)
16:51

➤ SpaceX files with the US Federal Communications Commission for mobile Starlink ground stations
➤ TSLA stock falls another 5%
➤ Elon Musk says FSD Beta expansion via download button coming soon
➤ Tesla internal emails with California DMV discussing FSD published
➤ Cathie Wood of ARK Invest discusses TSLA and macro environment on CNBC / Bloomberg
➤ Group of Model S refresh vehicles spotted, possibly with 3rd row seat
➤ Bloomberg uncovers secret Tesla battery project in Texas
➤ Tesla partners on nickel mining operation in New Caledonia
➤ VW announces updated electric vehicles targets for 2030

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 09, 2021
A Simple Explanation of TSLA's Valuation (03.05.21)
26:31

Today's episode involves spreadsheets, so video may be preferred: https://youtu.be/i9eWmAkTTTw

➤ Rob Maurer discusses Tesla's valuation after the recent decline in TSLA's stock price.

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283
Liftoff - The Early Days of SpaceX: https://amzn.to/3uWWdr9

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni

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

Mar 05, 2021
Elon Musk & The Launch of SpaceX - Liftoff Author Eric Berger Interview (03.04.21)
28:59

➤ Rob Maurer sits down with Eric Berger, author of the new book ‘Liftoff’, to discuss the early days of SpaceX, the company’s evolution, Elon Musk’s management style, balancing SpaceX with Tesla, Gwynne Shotwell, and more.

Find Liftoff here: https://amzn.to/3uWWdr9

Timestamps:
00:00 - Background
03:02 - Slim chance of success
04:39 - Musk balancing Tesla & SpaceX
06:43 - Musk's gravitation towards Texas
08:20 - Starship SN10
11:23 - Tesla & SpaceX IP sharing
13:02 - SpaceX during Tesla's production hell
15:29 - Gwynne Shotwell
18:01 - Surprises while at SpaceX
20:35 - Favorite part of the book
23:25 - What didn't make the cut
25:10 - Musk writing a book?
27:42 - Insight on Elon Musk

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

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

Mar 04, 2021
EV Market Share is Overrated, FSD Updates, UBS Increases Price Target (03.03.21)
10:15

➤ An argument against a commonly-used metric to evaluate Tesla and the electric vehicles landscape
➤ Morgan Stanley issues note on Tesla, Ford Mustang Mach E, US EV market
➤ UBS increased TSLA price target
➤ Elon Musk tweets about the next version of Tesla’s Full Self-Driving Beta
➤ Whole Mars tests Tesla FSD vs. Waymo: https://bit.ly/2Oj2dJV
➤ SpaceX completes test flight of Starship SN10

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 04, 2021
New Solar Roof Design, Tesla India, Starbase Texas, Volvo, Nio (03.02.21)
09:35

➤ Tesla spotted testing what appears to be a new Solar Roof design
➤ Transport minister in India offers heavy incentives for Tesla
➤ Addressing Tesla’s market share in Europe
➤ Elon Musk tweets about intent to create Texas town called Starbase
➤ Starship SN10 test flight on track for March 3rd
➤ Dear Moon project announcement
➤ Volvo announces intent to move to 100% all-electric vehicles
➤ Nio adjusts production plans in wake of semiconductor shortages

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 03, 2021
German Battery Research, China Expansion, Giga Texas FTZ, FSD Subscription, CNBC (03.01.21)
12:13

➤ Tesla partners on battery research with university in Germany
➤ Checking in on Tesla’s production status in Fremont
➤ Tesla requests Foreign Trade Zone designation for Giga Texas
➤ Shanghai approves land near Giga Shanghai for new energy vehicle manufacturing
➤ Elon Musk provides timeline update on Full Self-Driving subscription
➤ Yoke steering wheel spotted on refreshed Model S
➤ CNBC hosts Gene Munster/Gordon Johnson, Ron Baron finally rescheduled
➤ Morgan Stanley issues updated TSLA note
➤ SpaceX prepares for Starship SN10 test flight and Starlink launch

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 02, 2021
Latest on Tesla’s Production, Semiconductor Supply, Jaguar’s Misleading EV Plans + SpaceX Updates (02.26.21)
08:18

➤ Latest information on Tesla’s production halt
➤ More news on automotive semiconductor supply issues
➤ Morgan Stanley’s Adam Jonas talks Tesla on CNBC
➤ Jaguar shares more details on EV plans at investor day
➤ SpaceX updates and upcoming news

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 27, 2021
Musk Addresses Tesla Production Status, Acknowledges Supply Issues + Dogecoin, EV Credit (02.25.21)
12:34

➤ Tesla reportedly temporarily halts production at Fremont, Elon Musk responds
➤ New federal EV tax credit legislation introduced by Oregon Members of Congress
➤ Rumor on Giga Berlin production timeline
➤ Update on Tesla battery project in Australia
➤ Refresh Model S and Model X spotted
➤ Analyzing claim that SEC is investigating Elon Musk’s comments on Dogecoin
➤ Rob Maurer appears on Fox Business: https://video.foxbusiness.com/v/6235324954001#sp=show-clips

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 26, 2021
Did Bill Gates Seriously Short TSLA Stock? + Tesla Hit Piece in WaPo, Tesla Profiles, 4680 Batteries (02.24.21)
11:54

➤ Bill Gates responds to multiple questions on whether or not he has shorted TSLA stock
➤ Elon Musk responds to Washington Post article suggesting Musk is hurting Tesla by stretching himself too thin
➤ Washington State EV legislation moves forward
➤ Tesla prepares update to user profile management
➤ LG looks to beat Panasonic to 4680 battery production
➤ Biden administration addresses semiconductor shortage, EV battery supply chain

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 25, 2021
Alex Potter & Rob Maurer Discuss Tesla (02.23.21)
01:19:24

➤ Alex Potter of Piper Sandler joins Rob Maurer LIVE to discuss his street-high $1,200 TSLA price target, Tesla’s investment in Bitcoin, investor sentiment, competitive landscape, and more.

Apologies for the audio issues at the end. The full audio was salvaged in the audio podcast which can be found here:
Apple:
Spotify:

You can find the previous conversations between Potter & Maurer here:
https://youtu.be/ey3UeFJqSqY
https://youtu.be/z9k3ppSk0oA
https://youtu.be/pzPcCpJvj5I

0:00 Introduction
1:53 Tesla & Bitcoin
4:32 TSLA's dropping stock price
7:33 Piper Sandler's 100 page Tesla report
13:42 Breaking down Tesla's future revenue
16:35 Forecasting Full Self-Driving
27:02 Rob's take on autonomy in TSLA's valuation
32:07 Tesla's innovation
38:57 Autonomous testing in California
42:17FSD average selling price outlook
49:05 Envy of Tesla
51:15 How many factories will Tesla build?
56:52 Will Tesla keep buying battery cells?
1:00:03 Margin impact of others achieving FSD by 2030?
1:03:00 YouTube issues began around here, this audio podcast contains the rest starting around this timestamp

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni

This conversation should not be interpreted as financial advice.
Disclosure: Rob Maurer is long TSLA stock & derivatives.

Disclosures for universe of: Alex Potter
1. I or a household member has a financial interest in the securities of the following companies: none
2. I or a household member is an officer, director, or advisory board member of the following companies: none
3. I have received compensation within the past 12 months from the following companies: none
4. Piper Sandler beneficially owns 1% or more of a class of the following companies: none
5. Piper Sandler has had a client relationship or has received compensation for investment banking services from the following companies within the past 12 months: DASH, UBER, VRM
6. Piper Sandler expects to receive or intends to seek compensation for investment banking services from the following companies in the next 3 months: DASH
7. Piper Sandler was a managing underwriter of a public offering of, or a dealer manager of a tender offer for, the securities of the following companies within the past 12 months: DASH, VRM
8. Piper Sandler has had a client relationship and has received compensation for non-investment banking securities related products or services in the past 12 months for the following companies: none
9. Piper Sandler has had a client relationship and has received compensation for non-securities services in the past 12 months for the following companies: none
10. Piper Sandler is a registered market maker for the following companies: APTV, DASH, GRUB, LYFT, VRM
11. Piper Sandler will buy and sell securities on a principal basis for the following companies: 1211 HK, 300750 CH, CARG, CVNA, NIO, NIU, TSLA, UBER

Feb 23, 2021
What Is Going on With the Model Y? And TSLA Stock? (02.22.21)
12:49

➤ Just days after lowering the price on the Standard Range Model Y, Tesla removes it from the design studio
➤ TSLA stock falls another 8.5%
➤ Elon Musk shares product updates on Solar Roof, Cybertruck, and SpaceX’s Starlink
➤ Tesla submits expansion application to Fremont
➤ UK Supreme Court rules on ride-hailing services
➤ Alex Potter interview scheduled for February 23 at 11am PT / 7pm UTC

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 23, 2021
Munro “Blown Away” By Musk + Semiconductors, FCC Denies Tesla, Porsche Spinoff? (02.19.21)
09:16

➤ Sandy Munro shares more details about his recent interview and time spent with Elon Musk
➤ Reuters article adds color on automotive semiconductor supply challenges
➤ FCC denies Tesla’s request to utilize radar in vehicle cabins
➤ Volkswagen reportedly exploring Porsche spinoff

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 19, 2021
Evaluating Tesla’s Price Changes, Consumer Reports, JD Power (02.18.21)
12:07

➤ Tesla has reduced the opening price on the Model 3 and Model Y, evaluating the price adjustments and implications for Tesla
➤ Consumer Reports publishes annual automotive brand report card
➤ JD Power publishes 2021 automotive dependability study

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 19, 2021
How I Think About Tesla’s Volatility + ARK Invest, Munro, Refreshed Model S (02.17.21)
11:10

➤ Rob Maurer shares his thought process on TSLA’s fluctuating price and how he approaches the stock’s volatility
➤ Cathie Wood of ARK Invest discusses Tesla on CNBC
➤ Sandy Munro interview suggests Apple Car involvement
➤ Refreshed Model S spotted in public

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 18, 2021
Institutions Adjust Stake in TSLA + Tesla India, Cryptocurrency, EV Market, SpaceX Valuation (02.16.21)
16:18

➤ Warren Buffett’s Berkshire Hathaway discloses mysterious position hidden in previous filing, and it’s not Tesla
➤ Chief Minister of state of India announces Tesla’s plans in India
➤ New Giga Shanghai tour video: https://youtu.be/pAjw0m47LCs
➤ Major TSLA institutional investors adjust their positions
➤ Elon Musk continues to tweet about cryptocurrency, Dogecoin
➤ Experian publishes US electric vehicle market share numbers
➤ Mercedes changes plan on US EV launch
➤ Chevy announces updated 2022 Chevy Bolt and Chevy Bolt EUV
➤ Jaguar Land Rover announces brand strategies, focus on electric vehicles
➤ SpaceX completes funding round at new valuation

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 17, 2021
China/Tesla Met About Complaints + Giga Berlin, TSLA Short Interest, Musk 13G/A (02.12.21)
05:51

➤ Tesla met with Chinese regulators over customer complaints, safety concerns
➤ Quick look at the next few days
➤ Tesla receives approval for more equipment installation at Giga Berlin
➤ Updated TSLA short interest
➤ Schedule 13G/A filed showing Elon Musk’s current ownership stake in TSLA

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 13, 2021
Elon Musk Joins Joe Rogan for 3-Hour Interview, Edmunds Releases EV Range Test (02.11.21)
20:21

➤ Elon Musk joins Joe Rogan for a three-and-a-half-hour interview and shares new details on Tesla’s Roadster and the new Tesla Model S Plaid, discusses Tesla’s Cybertruck, Semi, future product plans and more.
➤ Edmunds publishes electric vehicle range test, says every Tesla they tested fails to meet EPA range

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 12, 2021
Assessing Semiconductor Supply Issues, Giga Berlin Battery Update, Autonomy Regulation, Vanguard (02.10.21)
23:39

➤ Semiconductor supply issues are impacting automakers across the globe, how serious is the situation for Tesla?
➤ German minister comments on Tesla's Giga Berlin battery manufacturing timeline
➤ Germany introduces new legislation on autonomous driving
➤ Vanguard discloses large stake in TSLA

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 11, 2021
Shanghai Interview Recap, Tesla Singapore, Audi's Flagship EV, Apple Car, Kia Roadmap, Tesla Model Home, Starlink IPO (02.09.21)
12:35

➤ President of Tesla China, Tom Zhu, speaks with Xinhua Net about Tesla’s progress at Giga Shanghai, production, China R&D plans, and more
➤ TSLA volume nearly hits 3-year low
➤ Tesla launches in Singapore, assessing the market and Tesla’s positioning
➤ Audi launches new flagship EV, the Audi e-tron GT
➤ Apple and Hyundai-Kia reportedly pause partnership conversations
➤ Kia announces EV roadmap through 2030
➤ Did Tesla’s Bitcoin purchase leak on Reddit before it was announced?
➤ @greentheonly shares an interesting new addition to Tesla’s firmware
➤ Elon Musk comments on possible Starlink IPO

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 10, 2021
Analyzing Tesla’s $1.5B Investment in Bitcoin, “FiverrTruck”, China Production, Starlink (02.08.21)
16:44

➤ Tesla discloses $1.5B investment in Bitcoin, Rob Maurer discusses the decision and its impact
➤ Tesla files its annual report, sharing new details on Tesla Energy
➤ More rumors surface on Giga Shanghai production rates
➤ Super Bowl advertisement causes spike in Tesla Cybertruck search interest
➤ Consumer Reports releases automotive owner satisfaction survey
➤ Elon Musk and Miami mayor connect on The Boring Company tunnels
➤ Starlink continues to progress, SpaceX opens orders

Coinbase: https://www.coinbase.com/join/maurer_x4q

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 09, 2021
Model Y China Production Rate, Tesla Indonesia, Enhanced AP, BlackRock Increases Stake, $180 TSLA Price Target (02.05.21)
09:41

➤ Chinese media outlet allowed access to Model Y factory in China, shares details on production
➤ Indonesian government official says Tesla has submitted proposal for operations in the country
➤ Tesla brings back Enhanced Autopilot option in select markets
➤ BlackRock discloses greater than 5% ownership stake in Tesla
➤ Bernstein reiterates underperform rating on TSLA stock with a $180 price target

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 06, 2021
Semi Production/Timeline Rumors, Texas Robots, SpaceX Interest in Bitcoin, More Apple Car Rumors (02.04.21)
09:45

➤ New rumors on Tesla Semi production volume, timeline, and manufacturing location
➤ Further reporting on Apple Car suggesting Apple is close to finalizing and agreement with Hyundai-Kia
➤ Drone footage at Giga Texas shows new equipment arriving
➤ SpaceX attends event which may have implications for Tesla’s balance sheet
➤ Volkswagen solicits external business model suggestions (https://bit.ly/2MXdnDa)
➤ Volkswagen ID.6 photos leaked

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 05, 2021
Berlin Timeline, Supercharger Factory, Tesla Israel, Daimler Splits, Rivian (02.03.21)
12:00

➤ Tesla updates design studio for Model Y in Europe with a new timeline for Giga Berlin production
➤ Tesla starts production at new Supercharger factory in Shanghai
➤ Analyzing Tesla’s positioning in their new market of Israel
➤ Tesla clears environmental impact assessment for Giga Shanghai expansion plans
➤ Daimler announces intent to split company up into separate entities
➤ Amazon announces first customer deliveries with Rivian electric vans
➤ US Treasury Secretary to meet regarding market circumstances over the last couple of weeks

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 04, 2021
Musk Interviewed by Munro, New Semi Photos, EU Battery Funding, Tesla Israel (02.02.21)
14:30

➤ Elon Musk joins Sandy Munro to discuss Tesla’s engineering, quality control, structural battery, autonomy, and organizational structure (https://youtu.be/YAtLTLiqNwg)
➤ Tesla officially recalls select Model S and Model X vehicles over MCU issue
➤ New Tesla Semi spotted in California
➤ Tesla could be in line for €1B of funding for battery production in Europe
➤ Panasonic comments on battery supply business with Tesla
➤ Tesla opens design studio to Israel
➤ Rumor surfaces about Tesla having an interest in acquiring a stake in China automaker BYD
➤ Tesla reportedly no longer plans on producing a rear-wheel drive Long Range Model Y
➤ Tesla Insurance may finally be expanding outside of California
➤ SpaceX completes high-altitude test flight of Starship SN9
➤ Jeff Bezos steps down as Amazon CEO

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

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

Feb 03, 2021
Alex Potter TSLA Price Target to $1,200, Elon Musk Clubhouse Recap, Baron/Wood Comments, Refresh Delivery Timelines (02.01.21)
16:44

➤ Piper Sandler analyst Alex Potter has increased his TSLA price target to a new street-high $1,200 per share, noting that Tesla “fireworks aren’t over” yet
➤ Elon Musk is interviewed about Tesla, SpaceX, Neuralink, Bitcoin and other topics, then brings Robinhood CEO on the call to answer questions about trading halts last week
➤ Ron Baron of Baron Funds and Cathie Wood of ARK Invest comment on Tesla
➤ Morgan Stanley increases TSLA price target, addresses valuation if Tesla achieves 50% compound annual growth rate
➤ Refresh Model S and Model X delivery timeline updated for Europe
➤ Quick update on 2021 Model 3 winter performance

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 02, 2021
Musk Adds Bitcoin to Twitter Description, Is Refresh Model S/X Battery Smaller? (01.28.21)
13:08

➤ Tesla CEO Elon Musk changes his twitter description to bitcoin, cryptically tweets about inevitability
➤ Argus Research sets $TSLA price target above $1,000, the second price target on the street to eclipse the mark
➤ Citron Research to stop publishing short reports in wake of GME, AMC
➤ S&P warns oil and gas companies on credit rating
➤ Do Tesla’s refreshed Model S and Model X vehicles have less energy than before?

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Richard Del Maestro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 29, 2021
TSLA Short Interest Rises to Record $47B as GME, AMC Bring Stock Market’s Attention to Shorting (01.28.21)
10:10

➤ Tesla short selling has increased to a record $47 billion as TSLA’s stock price continues to rise
➤ Robinhood and other brokerages halt trading on Gamestop ($GME) and AMC Entertainment ($AMC) as short squeeze pressures hedge funds
➤ Analysts react to TSLA’s Q4 earrings report
➤ Continued discussion on Tesla’s earnings report and refreshed Model S and Model X
➤ Tesla ramps up Supercharger network expansion

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Richard Del Maestro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 29, 2021
Earnings Recap - Tesla Q4-20 (01.27.21)
38:26

Full review of Tesla's Q4 earnings report. Part one is Rob Maurer's reaction to Tesla's shareholder letter and financial results, and part two contains overall thoughts after hearing Tesla's earnings call.

YouTube part 1: https://youtu.be/Y7gzjSTN3Bc

YouTube part 2: https://youtu.be/9vfn1eq90bE

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Richard Del Maestro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 28, 2021
Q4-20 Tesla Earnings Preview (01.26.21)
52:38

➤ Join Rob Maurer for a live preview of Tesla's Q4 earnings report, including Rob's forecast compared to consensus estimates, thoughts on guidance, and any other items to watch for in TSLA's report.

YouTube link: https://youtu.be/4b5GYUuIq1Y

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Richard Del Maestro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 26, 2021
TSLA, Government Vehicles, Pelosi, Baird, Musk Tweets, Product Updates (01.25.21)
10:11

➤ TSLA stock at all-time high close, briefly crosses $900 per share
➤ Speaker of the House Nancy Pelosi discloses purchase of TSLA call options
➤ Biden administration reportedly seeks to declare climate as a matter of national security, proposes converting federal government vehicle fleet to electric (https://d2d.gsa.gov/report/federal-fleet-open-data-visualization)
➤ Baird ups TSLA price target, discusses “Company X” holding company
➤ Musk tweets about autonomy, pokes back at Waymo
➤ Sandy Munro offers observations on a different 2021 Model 3
➤ New photo of Model Y rear underbody casting
➤ Model S spotted testing

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Richard Del Maestro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 26, 2021
Owner Survey, Berlin Progress, Gigapress, Waymo Comments (01.22.21)
16:32

➤ A new survey of electric vehicle owners reveals some concerning trends for Tesla competitors and mixed results for Tesla itself
➤ Tesla receives limited approval for battery factory related work in Berlin
➤ Tesla’s casting machine spotted in action in drone flyover video: https://youtu.be/BwoiFC-HwPE
➤ Waymo makes series of comments distancing itself from Tesla as a competitor
➤ Tesla lowers price of MCU upgrade for older Model S and Model X vehicles
➤ Elon Musk offers $100M prize for carbon capture technology
➤ SpaceX launch updates

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 23, 2021
Questions for Q4 Earnings Call, Oppenheimer TSLA Price Target, EU Price Cuts (01.20.21)
13:08

➤ Question submission/voting for Tesla’s Q4 earnings call has now opened
➤ Rob’s question (batteries): https://saytechnologies.com/s/27ad296e
➤ Rob’s question (solar): https://saytechnologies.com/s/4a101014
➤ Oppenheimer raises TSLA price target to a new street-high
➤ Deutsche Bank increases TSLA price target
➤ Tesla reduces prices in Europe
➤ Mercedes announces EQA details
➤ VW Group CEO Herbert Diess joins twitter, immediately trolls Elon Musk

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 21, 2021
Some Math on Tesla’s New Batteries, Munro 2021 Model 3, Dahn/Tesla Battery Contract (01.19.21)
14:57

➤ Tesla releases new footage of the 4680 battery cell manufacturing process, hints at million mile lifecycle
➤ Electrek shares photo of structural 4680 battery
➤ Tesla and Jeff Dahn extend partnership, but with some changes
➤ Dahn video: https://youtu.be/2Vsr23gXVmg
➤ Yang video: https://youtu.be/EdjNXsyfLUA
➤ Metzger video: https://youtu.be/0tYzAUDS1Aw
➤ Sandy Munro offers first impressions of a refreshed 2021 Tesla Model 3
➤ FSD Beta 10 released to positive reviews
➤ Tesla adjusts Powerwall pricing
➤ Swell Energy to create virtual power plant in Hawaii
➤ Rivian capital raise finalized
➤ SpaceX has a big week ahead
➤ Boring Company may be heading to Miami
➤ Tesla delivers first Shanghai-made Model Y vehicles

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 20, 2021
TSLA Price Target Leapfrog, S/X Check-In, Tesla Solar Inverter (01.15.21)
09:05

➤ Wedbush jumps Bank of America, sets new street-high price target on TSLA stock
➤ Checking in on the status of Tesla’s Model S and Model X as refresh rumors continue to circulate
➤ Tesla adds new Tesla Solar Inverter to website: https://www.tesla.com/support/energy/solar-inverter/tesla-solar-inverter

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 15, 2021
Requests by Tesla in Autonomy Safety Update, Earnings Scheduled, Q4 Safety Reports (01.14.21)
16:09

➤ Tesla asked NHTSA to adjust language in safety policy update for autonomous vehicles, possibly hinting at some of Tesla’s future plans (https://www.nhtsa.gov/sites/nhtsa.dot.gov/files/documents/ads_cw_final_rule_01142021.pdf)
➤ Tesla schedules Q4-20 TSLA earnings report
➤ Tesla releases latest Autopilot and fire safety reports

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 15, 2021
Boring Co/Tesla, Solar, Recall, Short Interest, ARKX, Nio (01.13.21)
16:03

➤ The Boring Company reaches pair of agreements in Las Vegas and hopes to soon begin operating with autonomous Tesla vehicles
➤ Tesla looks to expand technological assistance in quality control process
➤ Tesla Solar Roof installation completed by roofing company in one day: https://youtu.be/XC0V2QXapJs
➤ NHTSA requests Tesla recall of more than 150,000 Model S and Model X vehicles
➤ TSLA short interest spikes after S&P 500 inclusino
➤ ARK Invest files paperwork for new fund
➤ Continuing the discussion on Nio and battery swapping

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

Las Vegas Convention Webcam:
http://webcampub.multivista.com/index.cfm?fuseaction=aPublicWebcam.page&WebcamPublicPageUID=84C4D12D-7120-465A-A591-C5DE00BA8347

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 14, 2021
Nio Day vs. Tesla, Tesla India, Model Y Safety (01.12.21)
14:02

➤ Nio unveils new vehicle, solid state battery plans, updated battery swap stations, and new autonomous driving hardware at Nio Day 2020
➤ Comparing Nio’s announcements and strategies to Tesla and Tesla’s Battery Day
➤ Tesla establishes business unit in India
➤ NHTSA issues Model Y crash safety rating

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 13, 2021
TSLA Streak Ends, Price Targets, AI Day, Model Y Casting, China Design, Apple Car (01.11.21)
16:23

➤ Tesla stock ends historic run despite price target increases from Credit Suisse and Bank of America, including a new street-high
➤ Elon Musk mentions possibility of a Tesla artificial intelligence day in 2021, notes market potential
➤ Model Y delivered with single-piece rear underbody casting
➤ Tesla reportedly conducting months-long search for design director in China, potential impact on $25k Tesla?
➤ Apple / Hyundai rumors continue to heat up regarding an Apple Car

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 12, 2021
$25k Tesla Rumor, Apple Car, Model Y, and Next Week (01.08.21)
14:34

➤ New report out of China suggests Tesla may be finalizing the design on a cheaper Tesla in preparation for delivery in 2022
➤ Hyundai admits Apple has contacted them in relation to electric vehicles and battery development
➤ More information on the Standard Range and 7-seat Model Y variants
➤ NHTSA concludes review of Tesla unintended acceleration
➤ TSLA stock sets a new record
➤ Quick look at next week

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 09, 2021
TSLA, Musk's Assets, Standard Range & 7-Seat Model Y (01.07.21)
25:30

➤ Elon Musk has become the wealthiest person in the world with a new worth approaching $200B, and he may be just getting started on his way to becoming the world’s first trillionaire
➤ Tesla becomes the 5th most valuable company in the world, passing Facebook, as its valuation nears $800 billion
➤ RBC Capital upgrades TSLA from underperform rating, doubles price target
➤ Tesla releases Standard Range and 7-seater Model Y
➤ Rob on Smart Passive Income podcast: https://youtu.be/YIDlqgCff-0
➤ Rob on Loup TV: https://youtu.be/Lkh-raRvgro
➤ Model Y livestream/interior photos: https://youtu.be/1bV99C64e8w

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 08, 2021
Supercharger Expansion - Fast Enough? 2021 Update & Analysis (01.06.21)
13:32

➤ Tesla updates Supercharger expansion plans for 2021 — is Tesla expanding the charging network quickly enough to keep pace with new vehicles?
➤ Democrats pick up two senate seats in Georgia elections
➤ China Model Y delivery timelines updated

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 07, 2021
TSLA is “The Chosen One” Says Morgan Stanley, Price Target to $810 (01.05.21)
10:07

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

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 06, 2021
China Model Y Launch/Details, Plaid Model S, Giga NY, Battery Updates (01.04.21)
12:30

➤ Tesla updates China design studio with number of changes to Model Y and Model 3 soliciting a strong reaction from customers
➤ TSLA briefly surpasses a $700 billion market capitalization
➤ Updated Model S with manufacturer’s license plate spotted as production shutdown continues
➤ Giga New York job posting mentions becoming the largest factory in the world
➤ Tesla and Panasonic agree to terms on new battery supply deal
➤ LG signs battery investment agreement in Indonesia

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 05, 2021
Live Replay: Tesla Reports Q4-20 Production and Deliveries (01.02.21)
18:16

➤ Tesla has reported Q4 and full year 2020 deliveries and production. Join Rob Maurer of Tesla Daily for a live reaction and analysis of the report.

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 02, 2021
Q4-20 Deliveries & Production Estimates (01.01.21)
16:49

YouTube Link: https://youtu.be/uTHL4fPK2_U

➤ Did Tesla hit 500,000 deliveries in 2020? Rob Maurer walks through detailed production and deliveries forecasts / estimates / predictions for Tesla’s Q4-20.

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 02, 2021
Musk Email, Holiday Update, India, Panasonic (12.28.20)
09:02

➤ Discussing a leaked quarter-end email from Elon Musk pushing for Tesla to deliver 500k vehicles in 2020
➤ Checking in on TSLA stock
➤ More news on Tesla’s future expansion to India
➤ Nikkei report on Panasonic and Tesla’s 4680 battery cells
➤ Tesla Daily schedule is TBD for the rest of the week

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 29, 2020
Company X: Merging Tesla & SpaceX? (12.23.20)
16:13

➤ Elon Musk says merging Tesla, SpaceX, and companies like Neuralink and The Boring Company into one parent company called “X” could be a good idea
➤ Important update on solar power in the United States

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

0:00 TSLA update
2:29 Company X analysis
13:59 Solar power update

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 24, 2020
Musk Tried to Sell Tesla to Apple? + TSLA Update, Tesla/Bitcoin, Apple Car (12.22.20)
17:16

➤ Tesla CEO Elon Musk reveals that he had reached out to Apple about a possible acquisition of Tesla
➤ Analysis of reignited rumors of Apple developing an electric Apple Car
➤ TSLA stock check-in after S&P 500 inclusion
➤ Elon Musk comments on Bitcoin

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 23, 2020
Jim Cramer & Rob Maurer: Tesla is the Stock of the Year (12.21.20)
10:30

After a panelist vote on the best stocks of 2020, one company stood well above the rest -- Tesla. The volatile stock has captured the attention of the world with a meteoric 731% rise year-to-date compared to a 15% increase for the S&P 500 index. Rewind the clock back another six months to the lows of June 2019 and TSLA stock has increased 19-fold. Forget doubling or tripling, that's a novemdecupling. We checked.

Perhaps, then, it comes as no surprise that 12 of our 16 panelists voted Tesla as the stock of the year. The company, which has become one of the ten most valuable companies in the world after beginning the year outside of the top 100, even had its stock highlighted in Google's global Year in Search 2020 report alongside terms such as "Coronavirus" and "Election results".

It's been a magical year for the stock, no doubt, but is it justified? Rob Maurer of Tesla Daily and Jim Cramer discuss Tesla and Elon Musk heading into 2021.

Article continues at https://www.thestreet.com/investing/best-stocks-of-2020-tesla-number-one

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 21, 2020
Quick Update - S&P 500 (12.18.20)
48

Livestream Replay: https://youtu.be/swvTz27rlf8

Join Rob Maurer of Tesla Daily live as TSLA stock finishes its final trading day before inclusion in the S&P 500 index.

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 18, 2020
How TSLA's S&P 500 Inclusion Will Go Down w/ Rich Lee: Head of ETF Trading at Baird (12.17.20)
16:37

➤ Rob Maurer of Tesla Daily is joined by Rich Lee, Head of Program & ETF Trading at RW Baird to discuss Tesla's inclusion in the S&P 500 index, how tracking and benchmark funds are approaching the addition, the closing cross trade, and what retail investors should understand ahead of TSLA's inclusion.

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives
https://www.rwbaird.com/ci/sales-trading/equity-sales-trading/ies-disclaimer.aspx

Dec 18, 2020
TSLA, Dark Pools, and the Closing Cross (12.16.20)
19:01

What are dark pools? What is the closing cross trade? How do these impact Tesla stock (TSLA) and the upcoming inclusion in the S&P 500 index?

➤ Rob Maurer breaks down the mysterious world of dark pool trading and how it might relate to Tesla’s S&P 500 inclusion
➤ Analysis and explanation of the closing cross trade which is a mechanism that will likely be used to acquire TSLA stock by index funds attempting to track the S&P 500

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 17, 2020
What S&P Tracking Funds are Doing Ahead of TSLA Inclusion, Model Y Rumor, TSLA Trending (12.15.20)
12:13

➤ Analyzing positions of major S&P 500 tracking funds ahead of TSLA’s inclusion in the S&P 500 index (SPY, IVV, VOO)
➤ Tesla stock highlighted by Google as one of 2020’s top-trending searches
➤ Rumor on new Model Y test vehicle production in Fremont
➤ Greetheonly shares a look at Tesla’s Augmented Vision
➤ Tesla expands to new locations in Europe

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 16, 2020
Planned Production Shutdown, Leaked Emails, Refresh Speculation, VW Update (12.14.20)
19:57

➤ Leaked email from Tesla discloses planned production shutdown for Model S and Model X
➤ Analysis on whether Tesla is finally refreshing their high-end vehicles or not
➤ S&P announces TSLA’s addition to the S&P 100 index and which company TSLA will replace in the S&P 500
➤ Elon Musk pushes for higher production and notes robust demand in leaked email to Tesla employees
➤ Tesla reportedly begins offering 1 year of free Supercharging on Model 3 and Model Y vehicles delivered before year-end
➤ Jefferies downgrades TSLA stock while raising price target
➤ Volkswagen announces board reorganization and management changes following series of meetings with Diess

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 15, 2020
Rob Maurer & Dave Lee on Tesla, Investing, and the Stock Market (12.11.20)
01:28:37

➤ Dave Lee joins Rob Maurer live to discuss Tesla, TSLA stock, investing, and the stock market

0:00 Introduction
2:22 Watching TSLA stock price?
4:05 Options trades?
6:27 What to watch for Tesla over the next year?
10:55 Tesla’s operating leverage
21:05 Why didn’t analysts get TSLA sooner?
26:10 Did you see this price increase coming?
31:31 Have you been tempted to sell TSLA?

More timestamps to come.

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 11, 2020
LFP Battery Reports, Capital Raise Complete, Berlin Update, VW Management (12.10.20)
16:45

➤ Reports out of China indicate there may be cold weather performance issues from with the new lithium iron phosphate batteries used in Tesla’s Model 3 SR+ from Giga Shanghai
➤ Exploring the origin of the reports and the cold weather performance characteristics of other vehicles
➤ Tesla completes $5 billion capital raise
➤ New Street Research downgrades TSLA stock
➤ Update on Giga Berlin
➤ Volkswagen executive committee and VW Group CEO Herbert Diess meet in regards to Diess’ future

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 11, 2020
Price Movements, S&P Update From JP Morgan, Starship SN8 (12.09.20)
16:14

➤ A new TSLA note from JP Morgan shares insight into fund manager thoughts on how to manage Tesla’s inclusions in the S&P 500 index
➤ Analysis of the buying and selling dynamics of the stock market and how they impact TSLA’s share price day-to-day
➤ Assessing JP Morgan’s $90 TSLA price target and why their analysis may not capture the full picture of Tesla
➤ SpaceX Starship SN8 test flight

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 10, 2020
QuantumScape’s Solid-State Battery vs. Tesla, China November Sales, Berlin Update (12.08.20)
17:56

➤ Tesla co-founder and former CTO, JB Straubel, calls QuantumScape’s solid-state battery a breakthrough as the company unveils performance details of their new solid-state battery cell
➤ Analyzing the details of QuantumScape’s announcement and how the company’s battery stacks up compared to Tesla’s
➤ Discussion on QuantumScape stock (QS), financial projections, and valuation
➤ China Passenger Car Association publishes November sales data for Tesla in China
➤ Giga Berlin deforestation faces delay
➤ Elon Musk speaks to The Wall Street Journal about Tesla’s capital raise and Musk’s possible move to Texas

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 09, 2020
$5B Potential Capital Raise Offering Issued by Tesla (12.08.20)
09:01

➤ Tesla announces at-the-market equity distribution agreement allowing the company to raise up to $5 billion in capital by issuing new shares of TSLA stock
➤ Full analysis on the structure of the possibly capital raise and the impacts to Tesla as a company and TSLA stock
➤ More information on Tesla’s capital spending plans can be found in this video: https://youtu.be/N2pAkEjUUrg

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 08, 2020
Musk Compensation, TSLA ATH, Diversity Report, Roadster/Solar Updates (12.07.20)
16:36

➤ Taking a look at Elon Musk’s compensation plan as TSLA stock passes a $600B valuation and closes at yet another all-time high
➤ Musk compensation plan full explanation: https://youtu.be/XfHWl_Lhf5o
➤ Tesla updates accounts for Tesla Roadster referral winners
➤ @greentheonly on Twitter finds waypoint feature in Tesla firmware
➤ Tesla removes $1.49/W pricing on solar panels from its website
➤ Highlights from Tesla’s first annual diversity, equity, and inclusion report and comparisons to the automotive industry and localities
➤ SpaceX Starship SN8 test flight may occur on Tuesday, December 8

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 08, 2020
Elon Musk Hates Meetings - Here’s Why (12.04.20)
12:24

Elon Musk hates meetings. In a follow-up to Volkswagen’s “Mission-T” workshop meeting, Rob Maurer of Tesla Daily explores Musk’s stance on meetings, how those feelings permeate the culture of Musk’s companies, and how culture impacts Tesla and its competitors.

Plus, an update on TSLA stock as it hits a new all-time high closing price, news on Elon Musk, and GM’s struggle with Cadillac dealerships.

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 05, 2020
Why Goldman Sachs Price Target May Be Too Low, S&P Update, Short Sellers (12.03.20)
16:24

➤ Goldman Sachs has upgraded TSLA stock to a Buy rating and increased their price target on Tesla to $780 per share
➤ Rob Maurer analyzes the note from Goldman Sachs and discusses areas where the street-high price target may be wrong
➤ TSLA stock closes at all-time high
➤ Bloomberg shares data on S&P 500 benchmark funds
➤ Short sellers chime in on TSLA stock
➤ Michigan legislation prohibiting Tesla operations moves forward

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 04, 2020
Musk is Fortune’s 2020 Businessperson of the Year, Giga Berlin, Volkswagen Update (12.02.20)
08:50

➤ Elon Musk has been selected as Fortune’s Businessperson of the Year 2020
➤ Automotive News also recognizes Elon Musk with award
➤ Tesla receives paint shop permit for Giga Berlin
➤ Update on Volkswagen after CEO Herbert Diess meets with executive committee in regards to the company’s future

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 02, 2020
Musk Talks Autonomy, TSLA, Mergers, Electric Jets + Leaked Email, Cybertruck, LG (12.01.20)
17:17

➤ Elon Musk shares new details on Tesla in a series of interviews as recipient of the Axel Springer Award (https://youtu.be/787CmHGyOmE)
➤ Musk talks autonomy timelines, TSLA’s share price and market cap, merger possibilities, electric jets and more
➤ In a leaked email, Musk pushes for lowering costs and mentions Tesla’s profitability
➤ First Cybertruck deliveries pushed to 2022?
➤ Q4 delivery order deadlines
➤ LG Chem reportedly doubling battery production

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 02, 2020
S&P 500 Decision, China Model Y Approval, Volkswagen's "Mission T" (11.30.20)
16:15

➤ S&P DJI announces conclusion of consultation on how to handle inclusion process for TSLA’s addition to the S&P 500 index
➤ Tesla gets approval from Chinese government to sell Shanghai-made Model Y vehicles
➤ Tesla releases latest version of their Full Self-Driving beta, “FSD Beta 6”
➤ Tesla Tequila shipments start to arrive for some customers
➤ Volkswagen’s Herbert Diess posts about Volkswagen’s transformation strategy, including details on VW’s “Mission T” targeting Tesla
➤ SpaceX to test Starship with short flight, possibly later this week

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 01, 2020
TSLA Passes Berkshire Hathaway, Musk Awarded, NHTSA Investigates Model S/X Suspension (11.27.20)
09:14

➤ Tesla moves up a slot in the rankings of the the world’s most valuable companies, passing Warren Buffett’s Berkshire Hathaway
➤ Elon Musk wins Axel Springer award, will speak at award ceremony
➤ NHTSA’s Office of Defects Investigation opens up preliminary evaluation of Tesla Model S/X vehicles produced in 2015-2017
➤ CFRA increases price target on TSLA stock
➤ Northeast Securities initiates coverage on TSLA stock

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 27, 2020
Updated S&P 500 Numbers, FSD Beta 5, Supercharger Factory (11.25.20)
14:39

➤ Revisiting the numbers on S&P 500 inclusion as TSLA stock continues to set new all-time highs and is up 35%+ since announement
➤ Tesla Model X, Model Y recalls issued
➤ Tesla releases ‘FSD Beta 5’ with firmware version 2020.44.15.3 (https://youtu.be/2NFP_E3Dcr0)
➤ Reuters reports on Tesla’s plans to build manufacturing plant for Superchargers in China
➤ Tesla adds new webpage dedicated to battery jobs (https://www.tesla.com/battery-jobs)
➤ Episode 700 of Tesla Daily! 🎉

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 25, 2020
New Battery Cost, Tesla Semi Details from Musk Interview + TSLA All-Time High (11.24.20)
12:23

➤ Elon Musk shares new details on Tesla’s battery costs, Tesla Semi, Giga Berlin, and Tesla’s challenges for 2021 in a new interview for the European Battery Conference
➤ Full interview: https://youtu.be/gG6dwg6cyv0
➤ TSLA stock passes $500B market cap and hits new all-time high

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 25, 2020
Wedbush Increases Price Target, Model Y Shanghai Batteries, Tesla Fob Hacked, GM/Ford Updates (11.23.20)
13:48

➤ TSLA closes above $500 per share, another new all-time high close
➤ Wedbush Securities increases TSLA price targets, has $1,000 bull case
➤ LG Chem to reportedly supply batteries for Tesla’s Model Y production at Giga Shanghai
➤ Model X accessed by Belgian research group exploiting security flaw
➤ GM’s Cadillac brand faces dealership challenges during transition to electric vehicles
➤ Ford releases official EPA ranges for the Ford Mustang Mach-E

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 24, 2020
Goldman Sachs on S&P 500, Model Y Range, Tesla Police Vehicle (11.20.20)
11:04

➤ Goldman Sachs weights in on the demand for TSLA shares as Tesla is added to the S&P 500 index
➤ Revisiting S&P 500 tracking funds and benchmarked funds
➤ Model Y may be getting a range boost
➤ Fremont Police Department completes analysis of a Tesla as a police patrol vehicle (https://www.scribd.com/document/485032185/Police-Electric-Vehicle-Pilot-Program-Outcome-Report-2020-Final-11-17-20-Docx#download&from_embed)
➤ XPeng plans to implement lidar sensors for autonomy
➤ Model Y 7-seater deliveries getting closer?

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 21, 2020
TSLA All-Time High Close, FSD Beta Updates, Consumer Reports, Giga Berlin (11.19.20)
12:03

➤ TSLA stock hits a new all-time high closing pricing
➤ Elon Musk gives an update on Tesla’s Full Self-Driving beta
➤ Jörg Steinbach, Minister of Economic Affairs for Brandenburg comments on Tesla’s Giga Berlin targets: https://youtu.be/ZMb0ZGMTa84
➤ Consumer Reports drops Model S recommendation, rates Model Y much worse than average on reliability
➤ Previous interview with Jake Fisher of Consumer Reports: https://directory.libsyn.com/episode/index/id/8804990
➤ GM updates electric vehicle plans as CEO sells stock
➤ Elon Musk provides update on Tesla Tequila
➤ Follow-up on possibility of Warren Buffett’s Berkshire Hathaway secretly buying TSLA stock

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 20, 2020
TSLA Continues Rising, Morgan Stanley Upgrade, Buffett Investing in TSLA? (11.18.20)
25:25

➤ TSLA stock has risen another 10% as Morgan Stanley upgrades their rating on Tesla, with the stock now 19% higher than before the S&P 500 inclusion announcement
➤ Breaking down the Morgan Stanley TSLA note by Adam Jonas
➤ Tesla joins new organization called ZETA to advocate for EVs
➤ News on battery factories from Tesla, Panasonic
➤ Elon Musk teases significant Tesla firmware update
➤ Is Warren Buffett’s Berkshire Hathaway secretly buying TSLA stock?
➤ Berkshire Hathaway’s recent 13F filing has omitted confidential information, showing a large discrepancy in assets from 10-Q quarterly filing➤ 13F: https://www.sec.gov/Archives/edgar/data/1067983/000095012320012127/xslForm13F_X01/primary_doc.xml
➤ 10-Q:
➤ TSLA investor Frank Peelen has noticed a decline in institutional TSLA share ownership, possibly explained by Berkshire investment
➤ Electrek article: https://electrek.co/2020/11/18/tesla-tsla-surges-record-high-mysterious-investor-buying-big/
➤ Blog post 1: https://teslainvestor.blogspot.com/2020/11/tslas-s-500-inclusion-100m-missing-tsla.html
➤ Blog post 2: https://teslainvestor.blogspot.com/2020/11/is-tsla-berkshire-hathaways-new-mystery.html
➤ 13F: https://www.sec.gov/Archives/edgar/data/1067983/000095012320012127/xslForm13F_X01/primary_doc.xml
➤ 10-Q: https://www.berkshirehathaway.com/qtrly/3rdqtr20.pdf

#Tesla #TSLA #Investing

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 19, 2020
TSLA +8% on S&P 500, Musk COVID-19 Update, China Production, EU Emissions (11.17.20)
09:30

➤ TSLA stock rises by 8% following the announcement of upcoming S&P 500 index inclusion, a drop from the earlier +13% reaction
➤ Discussion on TSLA shares trading volume and short interest
➤ Update on Elon Musk’s health status
➤ Revisiting Tesla’s weekly production rate for Model 3 at Giga Shanghai
➤ Tesla hires part-time workers for Q4 delivery push
➤ UK moves up ban on sale of internal combustion engine vehicles while EU commission explores stricter emissions standards
➤ California adds $1,500 rebate for some EV sales

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 18, 2020
Live: Tesla Added to S&P 500 Index (11.16.20)
25:05

➤ Tesla has been officially added to the S&P 500 index by S&P Global
➤ Live replay of Rob Maurer discussing the inclusion process, the unique characteristics of Tesla, and the impact on TSLA stock and the S&P 500

Video version: https://youtu.be/bENy1YyJol8

Previous S&P 500 inclusion videos:
Part 1: https://youtu.be/JN8PNPBkaWc
Part 2: https://youtu.be/3v-FFbdd_VM
Part 3: https://youtu.be/vESXdmRZFTU
Part 4: https://youtu.be/kvebdXHKuEw

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 17, 2020
Musk May Have COVID-19, Deutsche Bank Meets With Tesla IR, Tesla & Indonesia, BMW iX Follow-Up (11.13.20)
15:07

➤ Elon Musk tests positive and negative for COVID-19
➤ FDA document for the BD Veritor System for Rapid Detection of SARS-CoV-2 can be found here: https://www.fda.gov/media/139755/download
➤ SpaceX Crew-1 mission impact
➤ Deutsche Bank meets with Tesla investor relations, shares takeaways in new TSLA note
➤ Indonesian officials scheduled to meet with Tesla executives to discuss batteries
➤ Follow-up on BMW iX and Universum employer survey

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 14, 2020
Top Employer Ranking, Daimler Drama, BMW iX, California Registrations (11.12.20)
13:00

➤ Tesla ranks as the most attractive employer to United States engineering students
➤ Comparing Tesla’s rankings to other automakers and a look at worldwide results
➤ Daimler/Mercedes-Benz plant manager reportedly leaves for Tesla causing pushback from Daimler workforce
➤ BMW shares first look and specs of BMW iX, an all-electric SUV
➤ Comparing BMW iX to Tesla’s Model Y
➤ California reports Q3 vehicles registrations with Model Y taking top slot for the luxury compact SUV category
➤ Rivian reveals more details ahead of configurator launch on November 16th

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 13, 2020
Q4 Delivery & Production Forecast (11.11.20)
12:09

➤ Rob Maurer provides in-depth forecast for Tesla’s Q4 2020 delivery and production numbers, explaining reasoning and context
➤ Tesla appears poised to crush expectations for Q4
➤ CPCA releases Giga Shanghai production numbers for October

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 11, 2020
New Model 3 Battery, TSLA Stock, Waymo Throws Shade at Tesla, FUV Follow-Up (11.10.20)
08:34

➤ German Model 3 registration papers reportedly show a new battery capacity on 2021 model year Model 3
➤ TSLA stock falls as market rotates out of tech stocks
➤ Tesla Tequila has been hiding in plain sight
➤ Google’s Waymo throws shade at Tesla’s autonomous technology
➤ Follow up on last week’s interview with Arcimoto founder and CEO Mark Frohnmayer (https://youtu.be/03UPxnqpCok)

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 11, 2020
China Rumors, 2021 “Refreshed” Model 3 Delivery, Tesla Energy Project, Toyota Comments (11.09.20)
12:36

➤ Rumors from Tesla’s Giga Shanghai on MIC Model Y, 2021 production capacity
➤ China Passenger Car Association releases October sales numbers
➤ The first 2021 model year Model 3 vehicles have begun to be delivered in the United States, with one new owner sharing a brief video showing some of the “refresh” updates: https://www.youtube.com/watch?v=42NbLSOLVGI
➤ Pride Group Enterprises orders 150 Tesla Semis
➤ Tesla selected for massive new battery project in Victoria, Australia
➤ Toyota President takes weird shots at Tesla
➤ Elon Musk tweets about Giga Berlin hiring, project Dojo, and a Tesla electric VTOL jet
➤ Tesla rumored to be working with AMD to supply MCU
➤ Rivian vehicle configurator may be coming online soon

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 10, 2020
The FUV & Beyond: Interview w/ Arcimoto Founder Mark Frohnmayer (11.06.20)
42:41

Founder and CEO of Arcimoto, Mark Frohnmayer, joins Rob Maurer of Tesla Daily to discuss Arcimoto's strategy, history, long-term targets, market size, new products, and more.

Timestamps:
0:00 Intro to Arcimoto & Mark
5:56 Prototyping & iterating
11:17 Pricing & mass production
15:15 Arcimoto partnership with Munro & Associates
18:59 Market size & potential
22:46 Arcimoto Deliverator
25:58 Platform, product expansion, long-term targets
29:26 Arcimoto Roadster & Cameo
32:25 Elon Musk’s comments on 3-wheelers safety
37:10 Tesla Battery Day & Arcimoto’s battery strategy

www.arcimoto.com
#Arcimoto #FUV

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long FUV stock/TSLA stock & derivatives

Nov 06, 2020
Tequila! Tesla Releases Tesla Tequila (11.05.20)
04:15

Tesla has finally released Tesla Tequila, an exclusive, small-batch premium 100% de agave tequila añejo, completing what started out as an April Fools joke years ago. Here's the full story.

teslatequila.tesla.com

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 06, 2020
TSLA Underperforms as Election Results Come In, BMW Tweaks EV Strategy? (11.04.20)
12:49

➤ As US presidential and congressional election results trickle in, the overall stock market rises and Tesla stock underperforms Nasdaq, S&P500
➤ BMW CEO Oliver Zipse discusses updated EV strategy

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 05, 2020
New Firmware 2020.44, Musk Discusses Tesla’s Past (11.03.20)
06:47

➤ Tesla releases firmware 2020.44 with new features for Autopilot, Spotify, and more
➤ Teslamag.de reports on Tesla working with Saueressig Engineering on battery cell production lines
➤ Elon Musk discusses Tesla’s past and bankruptcy risk time periods on Twitter

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 04, 2020
Cybertruck Rumors, Honda/Tesla Credits, Battery Suppliers Follow Tesla’s Lead (11.02.20)
14:30

➤ Elon Musk says Tesla Cybertruck updates coming next month
➤ Ride the Lightning podcast shares new info on Cybertruck from source (https://teslapodcast.libsyn.com/episode-274-interesting-cybertruck-rumors)
➤ Honda enters into credit pooling agreement with Tesla, Fiat-Chrysler
➤ Tesla releases update to FSD beta, Elon Musk talks improvements
➤ Another report from Model Y order holder in Europe on delivery timeline
➤ Panasonic, LG announce development of larger form factor cylindrical battery cells
➤ Discussion on impact of possible return of EV US federal tax credit

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 03, 2020
Finally... (10.29.20)
01:23

Elon Musk says you can literally order a Tesla in two minutes, maybe one minute if you’re really fast...

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Editing assistance by Jasem Ashkanani

Timer music by Marianthe Bezzerides: www.marianthebezzerides.com
Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 29, 2020
Berlin Model Y Timeline, TSLA Stock, Consumer Reports Autopilot Ranking, Fiat-Chrysler/Tesla Credits (10.28.20)
12:02

➤ TSLA stock falls 4% as indices face toughest day in months
➤ Model Y order holder in Netherlands receives update on Giga Berlin production timeline
➤ Consumer Reports ranks Cadillac’s Super Criuse driver assistance system ahead of Tesla’s Autopilot
○ Jake Fisher Part 1 - https://directory.libsyn.com/episode/index/id/8804990
○ Jake Fisher Part 2 - https://directory.libsyn.com/episode/index/id/12056072
○ Kelly Funkhouser - https://directory.libsyn.com/episode/index/id/11608583
➤ Fiat Chrysler comments on Tesla regulatory credit agreement for Q4 and 2021 ahead of merger with Groupe PSA

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 29, 2020
Energy Plan Launched by Tesla in the UK, Short Shorts Update (10.27.20)
12:42

➤ Tesla launches Tesla Energy Plan in the UK
➤ Full analysis and cost breakdown
➤ Update on Shanghai license plate restrictions and impact on Tesla
➤ Tesla starts shipping and delivering their newest product

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 27, 2020
TSLA 10-Q Analysis, Capital Expenditures, Musk Compensation (10.26.20)
16:44

➤ Tesla publishes 10-Q SEC filing for Q3 2020, detailing $10B+ capital expenditure plans and sharing more details on Elon Musk CEO performance compensation plan
➤ More information on Elon Musk’s compensation plan can be found here: https://youtu.be/XfHWl_Lhf5o
➤ Additional information on Tesla’s deferred revenue, production rates, delivery constraints, Energy gross margins, and Tesla’s $5B capital raise
➤ Tesla begins to export Model 3 from China
➤ Shanghai places additional restrictions on license plates

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 27, 2020
Model S/X China Recall, Model 3 Shanghai Exports, TSLA Stock, More Product Updates (10.23.20)
12:32

➤ Tesla issues a recall of 30,000 Model S and Model X vehicles in China
➤ TSLA stock finishes down for the week despite strong earnings, FSD beta release
➤ Discussion on recent reports of Tesla’s plans to export Model 3 from Giga Shanghai in China
➤ Twitter user @greentheonly reports on firmware details which may hint at further product updates to Tesla’s Model 3, Model Y
➤ Reports of continuing discussion between Tesla, Indonesia on possible factory
➤ Tesla adds more solar panels to Giga Nevada

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 24, 2020
Full Self-Driving Limited Beta Released, Videos Surface (10.22.20)
09:45

Video available here: https://youtu.be/7nhBTSg4zWQ

➤ Tesla releases full self-driving rewrite beta to limited set of customers
➤ Videos surface showing step-change in capability
➤ Compilation and analysis of videos from @teslaownersSV and @brandonee916
➤ Elon Musk says Tesla will raise price of FSD option next week
➤ Discussion on the near-term financial impact of the FSD update

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 22, 2020
Q3-20 TSLA Earnings Report Recap (10.21.20)
15:08

Highly recommend this episode on video due to the amount of numbers: https://youtu.be/vq3_IzrD5MY

Recap of Tesla's Q3 earnings report and shareholder letter. Rob Maurer analyzes Tesla's results and why TSLA stock is trading up after the report.

You can listen to Tesla's Q3 earnings call and hear Rob's reaction here: https://youtu.be/bXjUzIvkEW4 (reaction starts at 1:03:30)

#Tesla #TSLA #Investing

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 21, 2020
TSLA Q3 Earnings Preview & Estimates (10.20.20)
20:13

Tesla Q3 earnings preview by Rob Maurer of Tesla Daily. Forecasts for Tesla's revenue, profit, expenses, and earnings are discussed in detail and compared to Wall Street consensus estimates for the third quarter.

Tesla reports earnings on Wednesday, October 21, after market close and will host an investor call at 2:30 p.m. Pacific Time / 5:30 p.m. Eastern Time / 9:30 p.m. UTC.

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 20, 2020
All of Tesla’s 2021 Model Year Updates! (10.16.20)
08:35

➤ Tesla has updated their entire vehicle lineup for model year 2021, extending range and adding features
➤ Breaking down all the changes over the last week and possible explanations for the advancements

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 17, 2020
TSLA Bull Case / Q&A With Alex Potter and Rob Maurer (10.15.20)
01:30:09

Live discussion on Tesla stock with Alex Potter, analyst at Piper Sandler, and Rob Maurer of Tesla Daily. Discussion includes valuation of Tesla's autonomous driving and energy business lines, reactions to Battery Day, TSLA's upside, analyst perception, and more. Potter and Maurer field questions live from both institutional investors and YouTube chat.

You can find the previous conversations between Potter & Maurer here:
https://youtu.be/ey3UeFJqSqY
https://youtu.be/z9k3ppSk0oA

Timestamps:
0:00 Introduction
1:14 Background on Tesla Daily
3:37 Tesla autonomy, robotaxis, and energy
18:22 How does Tesla achieve a $25k car?
26:22 Tesla's pricing strategy
30:42 Framework for Tesla Energy
45:02 Tesla's Battery Day
50:26 China's EV startups
57:07 TSLA's valuation/product expansion
1:01:23 TSLA to $5 trillion?

#Tesla #TSLA #Investing

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Disclosures for universe of: Alex Potter
1. I or a household member has a financial interest in the securities of the following companies: none
2. I or a household member is an officer, director, or advisory board member of the following companies: none
3. I have received compensation within the past 12 months from the following companies: none
4. Piper Sandler beneficially owns 1% or more of a class of the following companies: none
5. Piper Sandler has had a client relationship or has received compensation for investment banking services from the following companies within the past 12 months: UBER, VRM
6. Piper Sandler expects to receive or intends to seek compensation for investment banking services from the following companies in the next 3 months: UBER, VRM
7. Piper Sandler was a managing underwriter of a public offering of, or a dealer manager of a tender offer for, the securities of the following companies within the past 12 months: VRM
8. Piper Sandler has had a client relationship and has received compensation for non-investment banking securities related products or services in the past 12 months for the following companies: none
9. Piper Sandler has had a client relationship and has received compensation for non-securities services in the past 12 months for the following companies: none
10. Piper Sandler is a registered market maker for the following companies: APTV, GRUB, LYFT, VRM
11. Piper Sandler will buy and sell securities on a principal basis for the following companies: 1211 HK, 300750 CH, CARG, CVNA, NIO, NIU, TSLA, UBER

Oct 15, 2020
Musk (Again) Cuts Model S Price, Ron Baron on TSLA, Q3 Earnings Questions, 7-Seat Model Y (10.14.20)
12:29

➤ Ron Baron discusses Tesla on CNBC, says he expects TSLA valuation to eventually increase to $2 trillion
➤ Goldman Sachs increases TSLA price target to $450
➤ Question submission and voting process opens up for Tesla’s Q3 earnings call
➤ Rob’s question 1: https://saytechnologies.com/s/9b288e7d
➤ Rob’s question 2: https://saytechnologies.com/s/92747835
➤ Elon Musk announces another price cut to Tesla’s Model S, just one day after a $3,000 price cut
➤ Analysis on profitability impact from reduced price
➤ Lucid Motors announces base price of “elemental” version of the Lucid Air
➤ Elon Musk announces timeline for 7-seat Model Y
➤ Tesla Solar Roof installed in four days and captured in time-lapse video: https://youtu.be/K_clgu0PT6k
➤ JB Straubel to speak at energy storage symposium: https://energy.stanford.edu/storagex-initiative
➤ Alex Potter of Piper Sandler joins Rob Maurer for a live discussion and Q&A on TSLA on October 15th at 10am PT, 1pm ET, 5pm UTC

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 15, 2020
Model S Price Cut, X Range Increase(?), FSD Rewrite, S&P Upgrade (10.13.20)
10:55

➤ Tesla cuts Model S price by $3k
➤ Model X vehicle delivered to customer shows higher range
➤ Tesla full self-driving software rewrite to launch in “limited beta” next week
➤ S&P Global upgrades Tesla credit rating
➤ China-made lithium iron phosphate Model 3 deliveries begin
➤ Update on Tesla’s plans in India
➤ Renault looks to partner on EU emissions
➤ HBO pursuing limited series on SpaceX, Elon Musk

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 14, 2020
Interview: Pierre Ferragu on Tesla and $578 Price Target (10.12.20)
57:01

Pierre Ferragu of New Street Research recently published a street-high TSLA price target of $578 per share. In today's live interview, Pierre joins Rob Maurer of Tesla Daily for a discussion on Tesla's position in the automotive market, TSLA's stock price, Battery Day, institutional investor sentiment, and more on Tesla.

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

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 12, 2020
Model 3 Update, Earnings Scheduled, FSD, Snake Charger, EV Maintenance (10.09.20)
11:08

➤ New photos of Model 3 at Tesla’s Fremont factory fit rumors of updates to the vehicle
➤ Tesla schedules Q3 earnings report earlier than some expected
➤ Elon Musk tweets updates on Autopilot / Full Self-Driving progress and Tesla’s plans for an automated “snake” charger
➤ Waymo expands fully driverless ride sharing operation
➤ Consumer Reports releases new data on electric vehicle maintenance compared to internal combustion engine vehicles
➤ Amazon unveils delivery van developed with Rivian
➤ Rob Maurer on Pomp Podcast: https://youtu.be/_poY79yYH1s

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 09, 2020
4680 Battery Rollout Plan + Elon Musk Production Email (10.07.20)
18:20

➤ Elon Musk shares more details on Tesla’s in-house 4680 battery cell plans and production roadmap
➤ Analyzing a potential rollout plan by Tesla factory and product line for Tesla’s battery cells
➤ Leaked Elon Musk email discusses annual production targets

#Tesla #TSLA #Investing

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 08, 2020
Shanghai Model Y, Tesla PR, Chamath on Tesla, Polestar 2, Mercedes Strategy Update (10.06.20)
18:20

Updates on Shanghai Model Y production, Tesla’s public relations team, Mercedes-Benz new strategy and more.

Timestamps:
0:23 TSLA stock update
1:07 Made-in-China Model Y production plans
5:04 Tesla & BHP talk nickel supply
6:11 Discussing Tesla’s PR strategy
10:09 Chamath talks Tesla
11:46 Polestar 2 EPA rating
13:06 Mercedes strategy update

Links to Mercedes-Benz presentation:
https://www.daimler.com/investors/events/capital-market-days/2020-mercedes-benz-strategy-update.html
https://www.daimler.com/dokumente/investoren/praesentationen/daimler-ir-mercedes-benz-strategy-update-2020-presentation.pdf

#Tesla #TSLA #Investing

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 07, 2020
New Acquisition, Possible India Gigafactory, Indonesian Nickel, Giga Berlin Updates (10.05.20)
14:11

➤ Tesla acquires another German automation company
➤ India government, Elon Musk comment on Tesla in India
➤ Tesla reaches out to Indonesia, a nickel production powerhouse
➤ Giga Berlin hiring timeline reported by Tesmanian
➤ Germany September automotive sales
➤ @greentheonly on Twitter shares code behind Tesla interior camera
➤ Elon Musk says bird’s eye view coming soon to Tesla vehicles
➤ Long term battery costs mentioned by Musk on Twitter
➤ Newly-delivered Model Y roof reportedly flies off after pickup

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 06, 2020
Record Quarterly Deliveries & Production in Q3 2020 (10.02.20)
08:45

➤ Tesla reports quarterly deliveries +53% sequentially, +43% to last year, and +24% to the previous quarterly record
➤ With new record production of 145,000 vehicles, Tesla may have a path to achieving their original 2020 guidance of 500,000+ vehicle deliveries for the year
➤ Full analysis on the Q3 delivery and production report and what’s next for Tesla

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 02, 2020
Q3 Delivery & Production Estimates/Preview (10.01.20)
15:01

YouTube link: https://youtu.be/OqjjGz5FpSc

➤ In depth forecast of Tesla's Q3 2020 delivery and production numbers as well as analyst consensus estimates
➤ Tesla is expected to report Q3 delivery and production numbers before October 5th, likely on October 2nd
➤ Early forecast for Q4 and full year 2020 production and whether or not Tesla will their original 500,000 unit guidance

#Tesla #TSLA #Investing

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 01, 2020
Solar Roof Price Drop, Delivery Record, LFP Model 3 (09.30.20)
08:44

➤ Tesla updates Solar Roof webpage, drops prices
➤ Electrek reports follow-up information on record delivery target Elon Musk email
➤ Tesla reportedly on the verge of releasing lithium iron phosphate (LFP) Model 3 from Giga Shanghai

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Oct 01, 2020
Walmart Triples-Down on Tesla Semi, Ford Cuts Prices on Mustang Mach-E (09.29.20)
10:06

➤ Walmart Canada more than triples orders for Tesla Semi
➤ Ford cuts prices on all-electric Mustang Mach-E ahead of launch
➤ Toyota discusses electric vehicle targets
➤ BMW makes plans for M performance electric vehicle
➤ Tesla updates investor relations webpage
➤ Elon Musk mentions Starlink IPO timeline

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 30, 2020
Musk Talks TSLA Stock, Battery Day Reactions, EV Market + Tesla Interest in LG Investment? (09.28.20)
16:29

➤ Elon Musk discusses Tesla’s stock price, media coverage and Wall St. reactions to Battery Day, and more in a new interview with Kara Swisher. Transcript: https://www.nytimes.com/2020/09/28/opinion/sway-kara-swisher-elon-musk.html?showTranscript=1
➤ Musk congratulatory on Tesla quarterly deliveries, but notes logistical challenges
➤ Discussion on overall EV market and Tesla’s growth
➤ Korea Times reports on Tesla interest in taking stake in LG Chem spinoff
➤ Tesla and Piedmont Lithium agree on lithium supply contract

#Tesla #TSLA #Investing

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 29, 2020
Model Y Acceleration Boost, Tesla Expands Giga Texas Land (09.25.20)
05:33

➤ Tesla reportedly acquires additional land to expand Giga Texas site
➤ Tesla introduces software option for the non-performance all-wheel drive Model Y offering increased acceleration
➤ Stay tuned for an upcoming appearance podcast guest appearance by Rob Maurer

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 26, 2020
Factory Size and Battery Investments, 4680 Charging, California to Ban ICE (09.24.20)
12:36

➤ Tesla’s Battery Day presentation gives clues to Tesla’s Gigafactory plans, vehicle production goals, and the required investment in battery production over the next 10 years
➤ Examining Supercharging rates on Tesla’s new 4680 battery cell
➤ Elon Musk discusses Tesla HVAC, Tesla electric jet possibilities
➤ California Governor issues executive order to ban the sale of new internal combustion engine vehicles by 2035

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sep 25, 2020
Battery Day: Tesla’s Path to Becoming the Most Valuable Company in the World (09.22.20)
12:06

Recap and insights from Tesla’s Battery Day presentation by Rob Maurer of Tesla Daily.

➤ Tesla unveils new in-house battery cell with larger form factor, tabless design, better performance, and lower cost
➤ Elon Musk and Drew Baglino discuss Tesla’s long term goals and terafactory production goals
➤ Analysis of Battery Day, TSLA’s market reaction, long-term impact, and more

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

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Execu