Tesla Daily: Tesla News & Analysis
Rob Maurer
Last episode over 2 years agoTesla 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.
Are you the creator? Claim this podcast
Episodes (1428)
EV Credit Update, Leaked Email, Q4 Production Forecast, Year in Review (12.29.22)
➤ IRS and Treasury Department issue updates on US EV credits ➤ Leaked Elon Musk email to Tesla employees before quarter end ➤ Alex Potter reiterates TSLA price target ➤ Production and delivery estimates for Q4 ➤ Tesla recaps 2022 progress Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Correction From Tesla China, Baird Cuts Price Target, Norway, Used Prices, Nio, SpaceX (12.28.22)
➤ Tesla China corrects report on Giga Shanghai production plan ➤ Baird cuts TSLA price target ➤ Tesla crosses major milestone in Norway ➤ Data shows decline in used Tesla prices ➤ Nio reduces delivery guidance ➤ SpaceX hits 2022 launch target Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
4680 Update, Insured Vehicles, China Production, Tom Zhu, Taiwan, All In (12.27.22)
➤ Tesla provides update on 4680 battery progress ➤ Weekly insured vehicles decline again for Tesla in China ➤ Reports on production in China and comments from Tesla ➤ Tom Zhu role change for Tesla China ➤ Taiwan sales update ➤ Elon Musk on All In podcast Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
China Rumors, Wedbush Cuts Price Target, Discount Impact, PCE (12.23.22)
➤ New rumors and reports on Tesla in China ➤ PCE report ➤ Wedbush cuts TSLA price target ➤ US discounting drives inventory down ➤ Megapack leak ➤ Twitter CEO report Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Elon Musk Shares Major Details on Tesla, Reiterates Focus & Confidence (12.22.22)
➤ Elon Musk discusses, Tesla, Twitter, the macro environment and more in new Twitter Space ➤ TSLA stock drops on the highest volume of the year ➤ Model Y breaks record in Norway ➤ Tesla expands battery footprint in Fremont ➤ Tesla reportedly places order with TSMC Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
"Hiring Freeze", US Discounting, Twitter Updates, Morgan Stanley, "FSD" Crash (12.21.22)
➤ Discussing a report on Tesla's planned layoffs and "hiring freeze" ➤ Tesla hiring in Turkey ➤ Elon Musk comments on Twitter CEO position, cash flow ➤ Tesla increases US discount before end of year ➤ Cars covered in Giga Shanghai staging lot ➤ Morgan Stanley reiterates overweight rating on TSLA ➤ CNN reports on "FSD" crash ➤ Quick note on Panasonic 4680s ➤ More IDRA parts at Giga Texas ➤ Chevy Bolt recalled Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
TSLA Stock Dropping Amid Uncertainty, China Numbers Weaker (12.20.22)
➤ TSLA stock continues to decline as investors raise concerns ➤ Tesla China insured vehicles decline from prior week ➤ Two analysts lower TSLA price targets ➤ Lucid complete capital raise Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Musk Stepping Down at Twitter? + Giga Mexico, Berlin Production, Oppenheimer Downgrade, EV Credit (12.19.22)
➤ Elon Musk polls Twitter users on whether he should step down as the head of Twitter ➤ Additional reporting on possible Tesla factory in Mexico ➤ Tesla hits Giga Berlin production milestone ➤ More incentives added in China ➤ Oppenheimer downgrades TSLA stock ➤ Deutsche Bank issues TSLA note ➤ New FSD Beta update rolling out to employees ➤ Tesla hits solar milestone ➤ Treasury Department comments on EV credit ➤ Toyota comments on EVs ➤ Starlink passes 1M subscribers Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Interview: Musk's Early Days & An Unfulfilled Vision w/ The Founders Author Jimmy Soni (12.18.22)
➤ Jimmy Soni, author of 'The Founders' joins Rob Maurer to discuss the early days of Elon Musk, the story of x.com and PayPal, where Twitter may be headed, and more. The Founders: https://amzn.to/3V7oGWZ The Soul of A New Machine: https://amzn.to/3jcqGzY Find Jimmy Soni on Twitter @jimmyasoni 0:00 Jimmy Soni & The Founders 0:41 Backstory on the book 4:38 Understanding Elon 10:22 Elon's early days and Twitter motivation 14:25 A vision unfulfilled 16:57 Being wrong 20:20 Organizational change 22:06 Speed 24:02 Elon forced out of PayPal 34:22 Elon's mindset and overcoming challenges 39:55 Elon's motivation & character 47:08 Engineering vs. the world 50:31 Filtering out the noise 53:08 Misconceptions Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives. Product links may earn additional revenue for the channel.
Semi Update, Europe Discounts, Morgan Stanley Note, Calendar (12.16.22)
➤ Pepsi leadership discusses Tesla Semi and shares new details ➤ Musk to interview with Lex Fridman ➤ Timeline update on FSD V11 ➤ Tesla adds discounts in Europe ➤ Morgan Stanley issues new TSLA note ➤ IDRA parts arrive at Giga Texas Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Musk Sale, Factory Rumor, Texas Production, Tesla Electric, EOQ, Reliabilty, F-150 (12.15.22)
➤ Report on possible new Tesla factory location ➤ Elon Musk discloses TSLA stock sale ➤ Giga Texas hits production rate milestone ➤ Tesla launches Tesla Electric ➤ Update on Giga Shanghai ➤ Tesla adds end-of-quarter incentives ➤ FSD Beta 10.69.3.3 begins public rollout ➤ Consumer Reports comments on Tesla reliability ➤ California approves EV charging investment ➤ Ford increases F-150 Lightning prices Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
FOMC, Goldman Sachs, Giga Berlin, China, Indonesia, Redwood Materials (12.14.22)
➤ Goldman Sachs lowers TSLA price target by nearly 25% ➤ Market fluctuates after FOMC meeting ➤ Mixed reporting on Giga Berlin's third shift ➤ More reports of production shutdown denials out of China ➤ Tesla adds new item to shop ➤ Indonesia plans to add EV credit ➤ Redwood Materials announces new battery campus Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Musk Comments on Tesla, High TSLA Volume, China Insured Numbers, Giga Berlin, Holiday Update, EPA (12.13.22)
➤ Elon Musk comments on Tesla, makes commitment to Tesla shareholders ➤ TSLA stock volume hits 52-week high as stock falls to two-year low ➤ CPI report comes in lower than expected ➤ Reviewing China insured vehicle numbers ➤ China to consider stimulus plans ➤ Tesla releases holiday software update ➤ Giga Berlin update ➤ Semi Charger update ➤ EPA report on efficiency Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Cybertruck Casting, China, EV Credit, Taiwan, Norway, VPP, Rivian, Toyota (12.12.22)
➤ New photo leaked which appears to show Cybertruck casting ➤ Looking at the calendar for the week ahead ➤ Assessing reporting on Tesla China production ➤ IRS provides update on EV credit changes ➤ Report on initial Taiwan results ➤ Norway crosses EV adoption milestone ➤ Update on Tesla virtual power plant in Texas ➤ Rivian and Mercedes announces partnership pause ➤ Toyota reportedly reevaluates EV plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
PPI, China, Holiday Update, Megapack, Castings, Jeep Factory (12.09.22)
➤ TSLA stock outperforms market ➤ PPI higher than expected ➤ Musk comments on Fed / macro ➤ Further reporting on China production ➤ Tesla holiday software update features shared ➤ Tesla opens new megapack project in Belgium ➤ Real estate developer includes Tesla in new project ➤ Possible casting equipment sighting ➤ Stellantis idles Jeep production factory Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Record Production, November Numbers, China Report, Tom Zhu, Twitter Debt (12.08.22)
➤ Tesla sets production record at Giga Shanghai in November ➤ CPCA reports retail and export sales ➤ Bloomberg reports on shift reductions at Giga Shanghai ➤ Elon Musk comments on macro economic conditions, CEO role ➤ Alex Potter shares insight on China market ➤ Tom Zhu reportedly working out of Giga Texas ➤ Elon Musk reportedly considers margin loan to cover Twitter debt Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Additional China Discount, CEO Rumor, Radar Update, Thailand Pricing, Holiday Update (12.07.22)
➤ Tesla adds another discount in China ➤ Tesla executives file Form 4s ➤ Report on Tesla CEO position ➤ China relaxes Covid policies ➤ Tesla requests extension from FCC ➤ Thailand design studio opens ➤ Report on Tesla holiday software update ➤ Volkswagen plans investment in Wolfsburg plant Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
Fremont Permits, Model 3, Weekly China Numbers, Potter Note, Berlin, Apple Car (12.06.22)
➤ Tesla applies for Fremont factory updates ➤ Model 3 vehicles spotted with interesting camouflage ➤ Weekly insured vehicle numbers decline in China ➤ Piper Sandler issues Tesla note with research on China market ➤ Wired questions Giga Berlin staffing levels ➤ Tesla shares details on lithium refinery ➤ Volkswagen CEO to present software strategy to board ➤ Apple reportedly delays Apple Car project Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Production Report Denied, November Sales, Taiwan, FSD Beta, F-150, Twitter (12.05.22)
➤ Tesla reportedly denies reports of production reduction in December ➤ CPCA reports wholesale sales numbers for Tesla in November ➤ China reportedly plans to continue loosening Covid-19 restrictions ➤ Tesla delivers first vehicles in Taiwan ➤ November registrations for Germany / UK ➤ Musk comments on FSD v11 ➤ Tesla Semi production line report ➤ Interesting Cybertruck design drawing displayed by Tesla ➤ Ford F-150 Lightning sales drop month-over-month ➤ Musk share positive news on Twitter advertisers Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Semi Battery, Charging, & Delivery Details + China Update (12.02.22)
➤ More information on the Tesla Semi regarding the vehicle's battery, charging, and deliveries to Pepsi ➤ Updates on Tesla in China ➤ SpaceX receives important FCC authorization Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
Chief Designer Discusses What's Next, Cybertruck, Semi & Elon Musk (11.30.22)
➤ Tesla's Franz von Holzhausen discusses Tesla's next vehicle, Tesla's Cybertruck, Semi, and working with Elon Musk: https://youtu.be/xTH3Nm_Ca1g ➤ Market rallies after comments from Fed chairman ➤ California Department of Transportation confirms large Tesla order ➤ Elon Musk meets with Apple CEO Tim Cook ➤ Netflix CEO Reed Hastings defends Musk ➤ Ukrainian President Zelensky comments on Musk Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
China Insured Vehicles, South Korea, Cybertruck, S&P Research, Brand Favorability, Mobile App (11.29.22)
➤ New weekly insurance numbers out of China show continued strength ➤ Looking at TSLA short interest ➤ South Korean government discusses Tesla factory in more detail ➤ Cybertruck hiring updates ➤ Cybertruck casting machine update ➤ S&P shares research on EV market ➤ Tesla appears to update rear screen in refreshed S/X ➤ Hertz begins adding Superchargers ➤ Tesla updates mobile app ➤ Volkswagen discusses Foxconn partnership Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Model 3 Refresh Rumors, China Update, Giga Berlin Production, Semi, FSD Wide Release (11.28.22)
➤ Report on refreshed Model 3 coming in 2023 ➤ Updates on Tesla's Giga Shanghai ➤ Giga Berlin reportedly hits record production ➤ Tesla announces launch in Thailand ➤ Elon Musk comments on Semi test ➤ Tesla opens FSD Beta to all North American customers ➤ Report on Tesla semiconductor partnership ➤ Elon Musk mentions possibility of making phone ➤ Aptera announces use of NACS Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
TSLA Upgraded, Analysts Updates, South Korea, BYD, Dolby Atmos, Australia (11.23.22)
➤ TSLA stock upgraded by long-time Tesla bear ➤ FOMC minutes released ➤ Morgan Stanley issues new note on Tesla ➤ Wedbush comments on Tesla ➤ Elon Musk notes possibility of factory in South Korea ➤ BYD plans price increase in China ➤ Tesla reportedly planning to add Dolby Atmos functionality ➤ Musk comments on v11 release ➤ Australia moves forward on EV credit Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
AP Engineers Discuss Simulation, Weekly China Insured Vehicles, New Referral Program, Pininfarina (11.22.22)
➤ Tesla Autopilot engineers discuss FSD training, simulation progress ➤ BazelCon: https://youtu.be/ol5hwjr48Q4 ➤ Price cut rumor reporting in China ➤ New weekly insured vehicles numbers in China ➤ Volkswagen lowers China sales target ➤ Tesla updates referral program in the US ➤ Supercharger milestone ➤ Model Y Track Mode update ➤ FSD Beta expands to more owners ➤ Pininfarina Battista sets new acceleration records ➤ Sony / Honda comments on differentiating from Tesla Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives