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.
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Episodes (1428)
Live Replay: Tesla Crosses $1 Trillion | Hertz, Pricing, Beta Rollback & More + Q&A (10.25.21)
➤ 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
$910 TSLA! + Credit Rating Upgrade, Toyota, Apple, SpaceX (10.22.21)
➤ 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
TSLA All-Time High Close, Analyst Reactions, Berlin Delay, FSD Beta, NHTSA (10.21.21)
➤ 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
Q3 Earnings Report & Earnings Call Discussion (10.20.21)
➤ 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
Earnings Consensus Estimates Discussion, New NHTSA Appointments, Cybertruck, Giga NY (10.19.21)
➤ 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
TSLA Stock Rallying, Volkswagen Turns to Elon Musk, Model X Deliveries, Germany Energy Plan (10.18.21)
➤ 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
Cybertruck Updates, Model X Deliveries, Texas Insurance Launch, New Features (10.15.21)
➤ 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
TSLA Q3 Earnings Preview / Forecasts (10.14.21)
➤ 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
NHTSA Requests More Info From Tesla, VW Concerned About Jobs, Refresh Battery, Tax Credit (10.13.21)
➤ 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
Record China Sales, Lawsuit, Megacharger, FSD Beta, Crash Safety, Recycling, Cybertruck (10.12.21)
➤ 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
New Info From Tesla's Giga Fest, FSD Beta 10.2 Released, Model X, Burry's TSLA Options (10.11.21)
➤ 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
Earnings Scheduled, 4680 Production Ramp, Solar Roof, Giga Fest, Company X (10.08.21)
➤ 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
Live Reaction After Tesla 2021 Shareholder Meeting (10.07.21)
➤ 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
New Tesla Price Increases & Impact, GM Holds Investor Day (10.06.21)
➤ 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
$137M Lawsuit, Rivian Files For IPO, Tesla's Debt, Giga Berlin (10.05.21)
➤ 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
TSLA Stock Outperforms Down Market, Analysts React to Q3 Deliveries, Big Week Ahead, Rivian Lawsuit (10.04.21)
➤ 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
Q3 Delivery/Production Report + Preceding Q&A (10.02.21)
➤ 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
Volkswagen is Panicking, Model X Update, Megapack Order, Model Y Range, Industry Q3 Sales (10.01.21)
➤ 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
Why Tesla Could Be Set Up For A Huge Beat - Q3 2021 (09.30.21)
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
Elon Musk Interviewed on China, FSD, & More + Tesla ROIC, Investor Sales (09.29.21)
➤ 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
FSD Rollout Plan, September China Sales, Huge Megapack Order, Piper Sandler Note, and More (09.28.21)
➤ 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
Beta Button and Safety Score, Now What? + Tesla China Production Booming (09.27.21)
➤ 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
TSLA Stock's Highest Close in 7 Months, Elon Musk Interview, Production Update (09.24.21)
➤ 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
Sell Tesla Stock at $3,000? Not So Fast… (09.23.21)
➤ 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
Autopilot Update, New Tesla Megafactory, Tesla Insurance, Redwood Materials (09.22.21)
➤ 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