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)
3-1 Stock Split, Proxy Filing, 4680 Energy Density, CPI, Model Y Expansion (06.10.22)
➤ Tesla files proxy statement for shareholder meeting and announces 3-1 stock split plan ➤ CPI numbers come in higher than expected ahead of Fed meeting ➤ More info on new 4680 vehicles ➤ Tesla expands Model Y to new countries ➤ Elon Musk comments on FSD Beta Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
All-Hands Meeting, China Numbers, NHTSA Investigation, UBS, Vehicle Prices (06.09.22)
➤ Elon Musk tells Tesla to prepare for nutty quarter in all-hands meeting ➤ CPCA reports Tesla's sales and production in China for May ➤ Reuters reports on June production target ➤ NHTSA elevates investigation on Tesla Autopilot ➤ New info on 4680 battery performance ➤ UBS upgrades TSLA rating ➤ Model Y spotted in new country ➤ KBB reports on vehicles price changes ➤ Switzerland cuts EV incentive ➤ White House announces EV charging plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
4680 Model Y Deliveries, BYD Batteries, Next-Gen Cameras, China Update, Giga Press (06.08.22)
➤ Tesla supply chain news on batteries, autonomous driving hardware, China production and more ➤ Tesla begins external deliveries of Texas-made Model Y ➤ CPCA set to report May numbers ➤ Twitter plans to provide data to Musk ➤ News on IDRA Giga Press ➤ EU sets stricter emissions targets Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
New Cybertruck Interior, Revenue Recognition, DFEH, Giga Press, Radar, Volkswagen (06.07.22)
➤ New interior photos of the Tesla Cybertruck show updates from prototype ➤ Target investor update may carry broader market implications ➤ FSD Beta expands significantly ➤ Musk's Twitter financing reportedly on hold ➤ Tesla pushes back on DFEH discrimination lawsuit ➤ News from IDRA open house ➤ Filing shows Tesla still has interest in radar ➤ Volkswagen software efforts face major challenges ➤ Dealer markup on F-150 Lightning ➤ Starlink IPO update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
Lithium Contract, Twitter Update, Texas Incentives, Apple CarPlay, Rivian Letter (06.06.22)
➤ Tesla finalizes lithium supply contract ➤ Elon Musk pushes back on Twitter in new SEC filing ➤ Tesla denied EV incentive in Texas ➤ New Tesla Energy project opens ➤ Apple unveils next-generation CarPlay interface ➤ Gates defends TSLA short ➤ Solar tariffs cut ➤ Supercharger map updated ➤ Rivian sends letter to shareholders ➤ Starlink gets permission in France Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
Layoffs, "Super Bad Feeling", AI Day Rescheduled, May Auto Sales, Cruise (06.03.22)
➤ Tesla lays off employees as Elon Musk reportedly has a "super bad feeling" about the economy ➤ Tesla reschedules AI Day 2 ➤ New Elon Musk interview: https://youtu.be/AeeeEDSekG8 ➤ Old Tesla referral program resurfaces ➤ May auto sales reported ➤ Cruise to begin commercial operations Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Goldman Sachs, Peak ICE, EV Adoption, Giga Press, Ford, Boring Co (06.02.22)
➤ Goldman Sachs and others react similarly after visits with Tesla investor relations team ➤ Battery cost outlook updated by Goldman Sachs ➤ Piper Sandler notices change in wait time tracker ➤ Analysis of IDRA Giga Press shipping times ➤ Bloomberg NEF releases annual EV outlook study, calls peak ICE ➤ Ernst & Young release EV adoption study ➤ EU to crack down on PHEVs ➤ Ford CEO commits to new direction ➤ The Boring Company updates Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Musk Blasts Remote Work, Texas Model Y, Panasonic 4680, Bolt, Shareloft Update (06.01.22)
➤ Elon Musk emails all Tesla and SpaceX employees about unacceptable remote work ➤ Shareloft update (previous announcement here: https://youtu.be/5KdjErsVki8) ➤ News on Texas-made Model Y ➤ Panasonic provides update on 4680 progress ➤ GM slashes price of Chevy Bolt Timestamps: 0:00 Intro 0:33 Announcement 5:27 Rest of episode Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Drew Baglino Discusses Battery Industry, Shanghai Re-Opening, Cybertruck Casting (05.31.22)
➤ Tesla SVP Drew Baglino discusses battery industry growth, mining, geopolitics, Solar Roof and more: https://youtu.be/-JUlVEDitlA ➤ Mizuho releases new TSLA note ➤ Shanghai moves towards next phase of re-opening, announces action plan including EV incentive ➤ Elon Musk confirms details on IDRA Giga Press casting machine ➤ SpaceX FAA approval delayed again Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
TSLA Post-Memorial Day, Credit Suisse, Shanghai Update, EV Safety & Interest (05.27.22)
➤ TSLA stock continues to rally, has the share price bottomed? ➤ Credit Suisse issues new Tesla note after visit to Fremont ➤ NHTSA seeks more information on recent Tesla fire ➤ Twitter shareholders sue Elon Musk ➤ New study shows Tesla driver safety ➤ JD Power reports on EV consideration ➤ Rivian makes leadership adjustments Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Legacy Auto in China, Shanghai Ports, Jefferies, Thailand, BYD Seal (05.26.22)
➤ Legacy auto brands "could disappear" from China according to automotive CEO ➤ Jefferies reduces TSLA price target, cites Elon Musk concerns ➤ Tesla prepares for fourth ship from Shanghai ➤ Shanghai port capacity begins to normalize ➤ Tesla files for business in Thailand ➤ BYD announces more details on new BYD Seal ➤ SEC proposes more ESG disclosure requirements Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Margin Update, Musk on TSLA, SEC, Berlin, Indonesia, Starlink (05.25.22)
➤ New SEC filing from Elon Musk updates Twitter financing and implications for TSLA stock ➤ Musk comments on Tesla's valuation ➤ Reuters reports on SEC's battle with Elon Musk ➤ Update on Giga Berlin expansion ➤ Some Tesla deliveries temporarily on hold in EU ➤ Indonesian minister comments on Tesla negotiation ➤ Volkswagen dealers share concern about new EVs ➤ Volkswagen and Stellantis resolve some emissions cases ➤ Lucid recalls most previous production ➤ Apple manager leaves for lidar company ➤ Starlink subscriber count update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Investing Mindset, Auto Market Updates, Shanghai, SpaceX (05.24.22)
➤ TSLA stock drops to 11-month low, hits 50% drop from previous high ➤ Discussion on investing mindset ➤ Daiwa Securities lowers TSLA price target ➤ Giga Shanghai production update ➤ Volkswagen comments on supply chain outlook ➤ Toyota cuts production forecast ➤ Tesla dominates US premium segment ➤ FSD v11 update ➤ New Tesla mobile app feature ➤ More on Idra Giga Press ➤ Gwynne Shotwell comments on Musk accusations ➤ SpaceX offers new Starlink service plan Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Shanghai Ramp, Q2 Production, Berlin, Hot Chips, Fires, Drive-In (05.23.22)
➤ Tesla takes steps to ramp back up production at Giga Shanghai, plus a look at how Q2 production might shake out ➤ Update on Giga Berlin ➤ IDRA teases 9000-ton Giga Press ➤ Tesla set to speak at Hot Chips conference ➤ Multiple Tesla fires reported over the weekend ➤ Tesla submits plans for elaborate Supercharging station ➤ Tesla requests rule change for Texas grid Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Musk Accusation, Tesla Legal, Indonesia, Factory Updates, FSD Beta (05.20.22)
➤ Elon Musk accused of misconduct, denies allegations ➤ Tesla to set up "hardcore" legal team ➤ Report on Tesla in Indonesia ➤ Elon Musk meets with Brazilian government in Brazil ➤ Updates on Giga Shanghai ➤ Tesla reportedly adds shift at Giga Berlin ➤ Public rollout of FSD Beta 10.12 begins ➤ TSLA no longer top stock in ARK innovation fund ➤ Ford faces legal trouble in Germany Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Should Tesla Buyback Stock? + FSD Beta Release Notes, Wedbush, NHTSA (05.19.22)
➤ One of Tesla's largest shareholders advocates for stock buyback, should Tesla do it? ➤ FSD Beta 10.12 release notes leak ➤ Wedbush reduces TSLA price target ➤ California mayor discloses massive Supercharging site ➤ NHTSA investigates Tesla crash in a California ➤ Twitter execs discuss possible acquisition ➤ Bill Gates declines to comment on Tesla again Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 FSD 10.12 Release Notes: • Upgraded decision making framework for unprotected left turns with better modeling of objects' response to ego's actions by adding more features that shape the go/no-go decision. This increases robustness to noisy measurements while being more sticky to decisions within a safety margin. The framework also leverages median safe regions when necessary to maneuver across large turns and accelerating harder through maneuvers when required to safely exit the intersection. • Improved creeping for visibility using more accurate lane geometry and higher resolution occlusion detection. • Reduced instances of attempting uncomfortable turns through better integration with object future predictions during lane selection. • Upgraded planner to rely less on lanes to enable maneuvering smoothly out of restricted space. • Increased safety of turns with crossing traffic by improving the architecture of the lanes neural network which greatly boosted recall and geometric accuracy of crossing lanes. • Improved the recall and geometric accuracy of all lane predictions by adding 180k video clips to the training set. • Reduced traffic control related false slowdowns through better integration with lane structure and improved behavior with respect to yellow lights. • Improved the geometric accuracy of road edge and line predictions by adding a mixing/coupling layer with the generalized static obstacle network. • Improved geometric accuracy and understanding of visibility by retraining the generalized static obstacle network with improved data from the autolabeler and by adding 30k more videos clips. • Improved recall of motorcycles, reduced velocity error of close-by pedestrians and bicyclists, and reduced heading error of pedestrians by adding new sim and autolabeled data to the training set. • Improved precision of the "is parked" attribute on vehicles by adding 41k clips to the training set. Solved 48% of failure cases captured by our telemetry of 10.11. • Improved detection recall of far-away crossing objects by regenerating the dataset with improved versions of the neural networks used in the autolabeler which increased data quality. • Improved offsetting behavior when maneuvering around cars with open doors. • Improved angular velocity and lane-centric velocity for non-VRU objects by upgrading it into network predicted tasks. • Improved comfort when lane changing behind vehicles with harsh deceleration by tighter integration between lead vehicles future motion estimate and planned lane change profile. • Increased reliance on network-predicted acceleration for all moving objects, previously only longitudinally relevant objects. • Updated nearby vehicle assets with visualization indicating when a vehicle has a door open. • Improved system frame rate +1.8 frames per second by removing three legacy neural networks. Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Musk Tweets, S&P 500 ESG, 4680 Model Y, Supercharging, California, China, FSD (05.18.22)
➤ S&P kicks out Tesla from S&P 500 ESG due to poor score ➤ Nasdaq slump continues, TSLA drops ➤ Elon Musk dives further into political Twitter ➤ Tesla prepares first 4680 vehicles for external delivery ➤ Supercharger network expansion test widens ➤ China considers adjustments to EV inventive plan ➤ Tesla becomes a top-seller in California ➤ Morgan Stanley note ➤ AI Day update ➤ FSD Beta 10.12 begins internal rollout Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Signal/Noise, Musk Interview, Shanghai, Registrations, AI Day 2 (05.17.22)
➤ Staying focused through a noisy period of time ➤ Update on Tesla China ➤ Experian reports on US EV registrations ➤ Piper Sandler lowers TSLA price target ➤ Elon Musk on the the All In podcast: https://youtu.be/CnxzrX9tNoc ➤ Twitter files preliminary proxy statement on acquisition ➤ Tesla schedules a second AI Day ➤ Argo AI starts driverless testing in Miami and Austin Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Production Rumors, Autopilot Test, Indonesia, Uber (05.16.22)
➤ Production rumors on Giga Berlin and Giga Shanghai ➤ TSLA underperforms broader market ➤ Bridgewater Associates sells out of TSLA ➤ 4680 batteries at Tesla Automation in Germany ➤ Elon Musk hosts president of Indonesia ➤ FSD Beta 10.12 update ➤ Tesla Autopilot tested by AAA ➤ Uber adds feature for requesting EVs ➤ Tesla Semi orders ➤ Elon Musk participates in All In summit Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Twitter Deal on Hold, Tesla Re-Evaluates India (05.13.22)
➤ Elon Musk announces Twitter acquisition is on hold ➤ TSLA stock rallies with market ➤ Tesla re-evaluates plans for India ➤ Shanghai officials comment on lockdown status Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Margin Loan, Court Ruling, PPI, Supercharging Prices, Wisconsin, SpaceX (05.12.22)
➤ Elon Musk is reportedly seeking additional equity financing to allow further adjustment of margin loan for Twitter acquisition ➤ PPI report in line with expectations ➤ TSLA volume hits 3-month high ➤ Update on Giga Shanghai production ➤ Court makes ruling in Tesla, Elon Musk lawsuit ➤ Tesla reportedly raises Supercharger prices ➤ Tesla finds delivery loophole in Wisconsin ➤ Quebec announces funding for Starlink Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
A Message For Tesla Investors (05.11.22)
➤ Thoughts on the current market and TSLA stock's decline ➤ Video with Pierre Ferragu: https://youtu.be/jWww2-JdYx4?t=324 ➤ Consumer Price Index increases above expectations ➤ Toyota operating income falls below Tesla's, warns on materials costs ➤ Tesla begins exports from Shanghai for Q2 ➤ Elon Musk comments on next version of FSD Beta ➤ Panasonic discusses Tesla's battery demand ➤ Volkswagen announces new EV plans for US ➤ Rivian reports first quarter earnings Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Musk Talks Tesla, Ridiculous Demand, China, Company X, Twitter (05.10.22)
➤ Elon Musk explains Tesla's lead, ridiculous demand, production constraints, and more in interview with Financial Times: https://youtu.be/VfyrQVhfGZc ➤ China Passenger Car Association reports April sales and production numbers ➤ Confusing reporting on the status of Giga Shanghai production ➤ Update on German EV incentives Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Earnings Estimate Nonsense, Shanghai Update, Musk/Straubel, Twitter (05.09.22)
➤ TSLA continues falling as markets decline ➤ Morgan Stanley updates Tesla forecasts ➤ JP Morgan sends new communication on stock split ➤ Update on Giga Shanghai production upgrades ➤ Elon Musk set to speak with JB Straubel at Financial Times conference ➤ Musk meets with EU official, plans to meet President of Indonesia ➤ Twitter acquisition uncertainty rises with tech selloff ➤ Germany reportedly seeking to increase EV credits ➤ Rivian lockup period ends ahead of earnings Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
New Impact Report, Shanghai Update, Nickel, Prices, FSD Beta (05.06.22)
➤ Tesla has released their annual impact report, disclosing new information on their competitive advantages ➤ Report on Giga Shanghai suggests return to full production ➤ Tesla secures new nickel contract ➤ Tesla raises prices in Canada ➤ Elon Musk provides update on FSD Beta Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives