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)
China November Sales Rumor, Volkswagen/Diess, S&P Rebalancing, Cyber Products (12.02.21)
➤ 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
CEO Accidentally Explains Tesla's Huge Lead, Retracted Shanghai Report, Labeling, Lawsuit, Honda (12.01.21)
➤ 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
Musk Emails SpaceX Employees About Bankruptcy Risk, Tesla Giga Press Partnership, Giga Texas, Tax Credit, Follow-Ups (11.30.21)
➤ 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
Gigafactory Updates, Leaked Musk Email, GM Denies Tesla Leadership Position, Product Roadmap, Price Targets (11.29.21)
➤ 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
Billion Dollar Funding Rejected by Tesla, Giga Shanghai Expansion, Part/Price Updates, Rivian (11.26.21)
➤ 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
Unionization in Berlin? + Volkswagen to Meet on Diess, Waypoints, Megacharger, England (11.23.21)
➤ 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
Elon Musk Gives "Final Warning", Leaked Email, Giga Berlin & Texas Updates (11.22.21)
➤ 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
Interview: Tesla's Position of Strength w/ Alex Potter (11.20.21)
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
TSLA Closes Strong, Split Speculation, Tesla Energy, Berlin, Biden, Lawsuits (11.19.21)
➤ 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
JP Morgan Sues Tesla, NTSB Concludes Investigation, Musk Sale Continues (11.16.21)
➤ 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
Musk Explains Stock Sale, Excellent China Production, Semi Updates, Starlink, Toyota (11.15.21)
➤ 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
More Price Increases, Stock Sale Passes 5M Shares, China Model Y Update, Beta 10.5, Norway (11.12.21)
➤ 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
First FSD Beta Collision Reported, Latest on Musk Sale, New Feature, S/X Updates, Tax Credit (11.11.21)
➤ 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
Musk Reports Sale of Tesla Stock, Rivian Completes IPO, Texas Land, China Model Y, BMW, Emissions (11.10.21)
➤ 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
TSLA's Biggest Drop: Did Musk Sell? + Infrastructure Bill, Hertz, FSD Hardware, Tesla Canada, Legacy CEOs (11.09.21)
➤ 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
Elon Musk's Stock Sale Explained, Q4 Production Outlook, Analyst Updates, Tesla Semi, Price Changes, Energy (11.08.21)
➤ 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
Interview: Tesla's Exciting Path Forward with Pierre Ferragu (11.05.21)
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
China Production Rumors, EV Credit Changes, 4680's, FSD Beta, SpaceX (11.04.21)
➤ 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
TSLA Rises After Fed Meeting, Uber "Partnership", China Factory, Volkswagen, Rivian IPO (11.03.21)
➤ 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
Musk Says No Hertz Contract, Avis Comments, FSD Beta OTA Recall, Vehicle Updates, Berlin/Texas (11.02.21)
➤ 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
Opening Supercharger Network, New Solar Roof Tile, Lithium, Financing, Tesla Fest, EV Credit (11.01.21)
➤ 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
Battery Supply Rumors, Pushback on Union EV Credit, Model Y/X Updates, Toyota EV (10.29.21)
➤ 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
EV Tax Credit Update, China October Sales, NTSB & NHTSA, Volkswagen, Fiat Chrysler (10.28.21)
➤ 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
New TSLA Price Target, GM's Misleading Comments, New Features, Hertz, Ford, Lucid (10.27.21)
➤ 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
Dojo Whitepaper, China Production, Q4 Outlook, New Colors, 10-Q (10.26.21)
➤ 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