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)
Bitcoin Payment Added, Potter Note, Smart Shift, China Price, Taycan (03.24.21)
➤ Tesla has added Bitcoin as a payment method, here are the details and the important implications of the move ➤ Alex Potter of Piper Sandler issues updated note on TSLA stock after "Electric Truck Day" ➤ First demo video of Smart Shift manual control shared ➤ Tesla adjusts Model Y prices in China ➤ Porsche issues update to Taycan owners allowing them to lower charge rates ➤ Members of Congress urge President Biden to reinstate stricter emissions standards Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Karpathy Talks Deep Learning, Elon Musk, FSD Beta, & Waymo Competition (03.23.21)
➤ In a new interview, Tesla's Senior Director of Artificial Intelligence, Andrej Karpathy, discusses what led him to Tesla, working with Elon Musk, Tesla's deep learning strategy, FSD Beta progress, technological limitations, and more. ➤ Link to Karpathy podcast: https://spoti.fi/2Pi4UMa Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
ARK Invest's New TSLA Price Target, Monte Carlo Simulations, New Tesla UI, SpaceX (03.22.21)
➤ Analyzing ARK Invest's newly-published TSLA model ➤ Discussing Monte Carlo simulation models and use cases ➤ Elon Musk responds to China's military restriction of Tesla ➤ New Tesla user interface software spotted in refreshed Model S ➤ Elon Musk tweets about winner-take-most market share development ➤ Senators urge President Biden to set deadline on ICE vehicle sales ➤ SpaceX Starship SN11 update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
China Military Tesla Restrictions/Risk + New Giga Press, Bitcoin, SpaceX (03.19.21)
➤ China places restrictions on Tesla vehicles for military personnel due to data collection concerns ➤ IDRA announces secured order for 8,000 ton casting machine ➤ Tesla set to open additional Michigan location ➤ SpaceX rumored to have invested in Bitcoin alongside Tesla ➤ Checking in on SpaceX and what to watch for next week ➤ SpaceX Starship animation: https://youtu.be/C8JyvzU0CXU Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Bigger EV Incentives Coming? + UK Grant Change Drops Tesla/Others, Giga Berlin Timeline, Tilburg (03.18.21)
➤ Electric vehicle incentives come into focus in the United States as Senate Majority Leader prepares proposal ➤ UK suddenly changes EV incentive structure, making Tesla and others ineligible ➤ Tesla's Giga Berlin production timeline discussed at Brandenburg Committee for Infrastructure and Regional Planning meeting ➤ Tesla reportedly ending assembly at Tilburg plant ➤ Model S and Model X refresh vehicles spotted leaving Fremont ➤ BMW announces limited pricing information for all-electric BMW iX Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Berlin Cell Factory News, TSLA Notes, Norway, BMW i4, Volkswagen, Toyota EV (03.17.21)
➤ Update on Tesla's battery cell factory plans for Giga Berlin ➤ Federal Reserve comments on interest rate expectations ➤ Model Y bodies spotted at Giga Berlin ➤ Tesla's European deliveries spike as end of quarter approaches ➤ Morgan Stanley surveys investors on Tesla's competitive position ➤ Goldman Sachs highlights TSLA as advantageous vs. consensus ratings ➤ BMW unveils fully-electric BMW i4 ➤ Volkswagen discusses 2021 EV targets ➤ Toyota announces intent to unveil first significant EV effort Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Interview: The Limiting Factor on VW Power Day, Solid-State Batteries, Tesla's Advantages & More (03.17.21)
➤ Rob Maurer is joined by Jordan Giesige of The Limiting Factor to discuss Volkswagen's Power Day, how it compares to Tesla's Battery Day, outlook for VW, solid-state batteries, Northvolt, Quantumscape, and more. ➤ Find Jordan's channel here: https://www.youtube.com/channel/UCIFn7ONIJHyC-lMnb7Fm_jw Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Autobidder Capacity, New Energy Projects, Insurance Telemetry, Musk History (03.16.21)
➤ Tesla employee discloses amount of installed energy capacity leveraging Tesla's Autobidder software ➤ New Tesla Energy projects reported in UK, Israel ➤ Tesla Insurance telemetry collection spotted in firmware by @greentheonly as Tesla prepares to expand state availability ➤ Tesla suggests tax on internal combustion engine vehicles in the UK to support EV grants ➤ Background on Elon Musk's upbringing: https://savingjournalism.substack.com/p/i-talked-to-elon-musk-about-journalism Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Titles, NFTs, Volkswagen Power Day, FSD Beta (03.15.21)
➤ Elon Musk takes title of Technoking of Tesla, CFO dubbed Master of Coin ➤ Tesla expands FSD Beta, but delays "the button" ➤ FSD Beta handles Chestnut Street: https://twitter.com/WholeMarsBlog/status/1370974296730824704?s=20 ➤ NFT interest spikes, Elon Musk possibly offers his own ➤ Elon Musk set to participate in China development forum later this month ➤ New bill introduced in Texas could open things up for Tesla ➤ Panasonic CEO warns of over-reliance on Tesla ➤ Volkswagen outlines battery strategy at VW Power Day Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Investor Sues Elon Musk, Tesla Board + Fremont Fire, Tesla Insurance, Market Share (03.12.21)
➤ Fire at Tesla's "Gigapress" in Fremont factory contained with no reported injuries ➤ Investor lawsuit filed against Elon Musk and Tesla board of directors ➤ EV market share continues to make the rounds, Piper Sandler's Alex Potter chimes in ➤ Tesla reportedly selects underwriter for Tesla Insurance in new state ➤ Report of Tesla / Tata Power partnership in India denied ➤ Plaid+ order holders comment on timeline ➤ Partial FSD Beta expansion may happen this weekend Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
More Price Changes, Plaid+ Timeline, New TSLA Analyst, China Quality, Semi (03.11.21)
➤ Tesla adjusts US pricing for the third time in the last month ➤ Model S Plaid+ delivery timeline change ➤ China vehicles compared on complaints per 10,000 vehicles ➤ Mizuho initiates coverage on TSLA stock with a buy rating ➤ Tesla Semi spotted possibly shooting promotional footage ➤ EVs may soon come into focus in US legislation Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
People Are Wrong About Tesla's Battery Costs + IIHS Study, Security Breach (03.10.21)
➤ Research group publishes study on Tesla's battery costs compared to the rest of the automotive industry ➤ GM EV Day recap episode: https://youtu.be/4qbwoXxtQzk ➤ IIHS publishes study on automated driving assistance system impact on driver situational awareness ➤ China MIIT confirms Model 3 SR purchase tax exemption in China ➤ Security breach impacts a number of organizations and companies, including Tesla ➤ Another state minister in India chimes in on Tesla's local production plans ➤ Survey results indicate top reasons people may not want to buy a Tesla Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
TSLA Rockets to Biggest Day Ever + Shanghai Production, FSD Beta, New Street Upgrade (03.09.21)
➤ TSLA stock jumps 20%, increasing by more than $100 per share in a single day ➤ Last year's TSLA price jump episode: https://youtu.be/x2Z8pZjF8vU ➤ Analyzing Tesla's Giga Shanghai production for the first quarter as February numbers are released ➤ Elon Musk clarifies FSD Beta rollout ➤ New Street Research upgrades TSLA stock, increases price target ➤ TSLA short interest update ➤ VW schedules event for next week Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Starlink + Tesla, FSD Beta Expansion, Internal FSD Emails, Cathie Wood on TSLA, Nickel Supply (03.08.21)
➤ SpaceX files with the US Federal Communications Commission for mobile Starlink ground stations ➤ TSLA stock falls another 5% ➤ Elon Musk says FSD Beta expansion via download button coming soon ➤ Tesla internal emails with California DMV discussing FSD published ➤ Cathie Wood of ARK Invest discusses TSLA and macro environment on CNBC / Bloomberg ➤ Group of Model S refresh vehicles spotted, possibly with 3rd row seat ➤ Bloomberg uncovers secret Tesla battery project in Texas ➤ Tesla partners on nickel mining operation in New Caledonia ➤ VW announces updated electric vehicles targets for 2030 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
A Simple Explanation of TSLA's Valuation (03.05.21)
Today's episode involves spreadsheets, so video may be preferred: https://youtu.be/i9eWmAkTTTw ➤ Rob Maurer discusses Tesla's valuation after the recent decline in TSLA's stock price. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Liftoff - The Early Days of SpaceX: https://amzn.to/3uWWdr9 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Disclosure: Rob Maurer is long TSLA stock & derivatives. Product links may earn additional revenue for the channel.
Elon Musk & The Launch of SpaceX - Liftoff Author Eric Berger Interview (03.04.21)
➤ Rob Maurer sits down with Eric Berger, author of the new book 'Liftoff', to discuss the early days of SpaceX, the company's evolution, Elon Musk's management style, balancing SpaceX with Tesla, Gwynne Shotwell, and more. Find Liftoff here: https://amzn.to/3uWWdr9 Timestamps: 00:00 - Background 03:02 - Slim chance of success 04:39 - Musk balancing Tesla & SpaceX 06:43 - Musk's gravitation towards Texas 08:20 - Starship SN10 11:23 - Tesla & SpaceX IP sharing 13:02 - SpaceX during Tesla's production hell 15:29 - Gwynne Shotwell 18:01 - Surprises while at SpaceX 20:35 - Favorite part of the book 23:25 - What didn't make the cut 25:10 - Musk writing a book? 27:42 - Insight on Elon Musk Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives. Product links may earn additional revenue for the channel.
EV Market Share is Overrated, FSD Updates, UBS Increases Price Target (03.03.21)
➤ An argument against a commonly-used metric to evaluate Tesla and the electric vehicles landscape ➤ Morgan Stanley issues note on Tesla, Ford Mustang Mach E, US EV market ➤ UBS increased TSLA price target ➤ Elon Musk tweets about the next version of Tesla's Full Self-Driving Beta ➤ Whole Mars tests Tesla FSD vs. Waymo: https://bit.ly/2Oj2dJV ➤ SpaceX completes test flight of Starship SN10 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
New Solar Roof Design, Tesla India, Starbase Texas, Volvo, Nio (03.02.21)
➤ Tesla spotted testing what appears to be a new Solar Roof design ➤ Transport minister in India offers heavy incentives for Tesla ➤ Addressing Tesla's market share in Europe ➤ Elon Musk tweets about intent to create Texas town called Starbase ➤ Starship SN10 test flight on track for March 3rd ➤ Dear Moon project announcement ➤ Volvo announces intent to move to 100% all-electric vehicles ➤ Nio adjusts production plans in wake of semiconductor shortages Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
German Battery Research, China Expansion, Giga Texas FTZ, FSD Subscription, CNBC (03.01.21)
➤ Tesla partners on battery research with university in Germany ➤ Checking in on Tesla's production status in Fremont ➤ Tesla requests Foreign Trade Zone designation for Giga Texas ➤ Shanghai approves land near Giga Shanghai for new energy vehicle manufacturing ➤ Elon Musk provides timeline update on Full Self-Driving subscription ➤ Yoke steering wheel spotted on refreshed Model S ➤ CNBC hosts Gene Munster/Gordon Johnson, Ron Baron finally rescheduled ➤ Morgan Stanley issues updated TSLA note ➤ SpaceX prepares for Starship SN10 test flight and Starlink launch Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Latest on Tesla's Production, Semiconductor Supply, Jaguar's Misleading EV Plans + SpaceX Updates (02.26.21)
➤ Latest information on Tesla's production halt ➤ More news on automotive semiconductor supply issues ➤ Morgan Stanley's Adam Jonas talks Tesla on CNBC ➤ Jaguar shares more details on EV plans at investor day ➤ SpaceX updates and upcoming news Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Musk Addresses Tesla Production Status, Acknowledges Supply Issues + Dogecoin, EV Credit (02.25.21)
➤ Tesla reportedly temporarily halts production at Fremont, Elon Musk responds ➤ New federal EV tax credit legislation introduced by Oregon Members of Congress ➤ Rumor on Giga Berlin production timeline ➤ Update on Tesla battery project in Australia ➤ Refresh Model S and Model X spotted ➤ Analyzing claim that SEC is investigating Elon Musk's comments on Dogecoin ➤ Rob Maurer appears on Fox Business: https://video.foxbusiness.com/v/6235324954001#sp=show-clips Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Did Bill Gates Seriously Short TSLA Stock? + Tesla Hit Piece in WaPo, Tesla Profiles, 4680 Batteries (02.24.21)
➤ Bill Gates responds to multiple questions on whether or not he has shorted TSLA stock ➤ Elon Musk responds to Washington Post article suggesting Musk is hurting Tesla by stretching himself too thin ➤ Washington State EV legislation moves forward ➤ Tesla prepares update to user profile management ➤ LG looks to beat Panasonic to 4680 battery production ➤ Biden administration addresses semiconductor shortage, EV battery supply chain Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Alex Potter & Rob Maurer Discuss Tesla (02.23.21)
➤ Alex Potter of Piper Sandler joins Rob Maurer LIVE to discuss his street-high $1,200 TSLA price target, Tesla's investment in Bitcoin, investor sentiment, competitive landscape, and more. Apologies for the audio issues at the end. The full audio was salvaged in the audio podcast which can be found here: Apple: Spotify: You can find the previous conversations between Potter & Maurer here: https://youtu.be/ey3UeFJqSqY https://youtu.be/z9k3ppSk0oA https://youtu.be/pzPcCpJvj5I 0:00 Introduction 1:53 Tesla & Bitcoin 4:32 TSLA's dropping stock price 7:33 Piper Sandler's 100 page Tesla report 13:42 Breaking down Tesla's future revenue 16:35 Forecasting Full Self-Driving 27:02 Rob's take on autonomy in TSLA's valuation 32:07 Tesla's innovation 38:57 Autonomous testing in California 42:17FSD average selling price outlook 49:05 Envy of Tesla 51:15 How many factories will Tesla build? 56:52 Will Tesla keep buying battery cells? 1:00:03 Margin impact of others achieving FSD by 2030? 1:03:00 YouTube issues began around here, this audio podcast contains the rest starting around this timestamp Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni This conversation should not be interpreted as financial advice. Disclosure: Rob Maurer is long TSLA stock & derivatives. Disclosures for universe of: Alex Potter 1. I or a household member has a financial interest in the securities of the following companies: none 2. I or a household member is an officer, director, or advisory board member of the following companies: none 3. I have received compensation within the past 12 months from the following companies: none 4. Piper Sandler beneficially owns 1% or more of a class of the following companies: none 5. Piper Sandler has had a client relationship or has received compensation for investment banking services from the following companies within the past 12 months: DASH, UBER, VRM 6. Piper Sandler expects to receive or intends to seek compensation for investment banking services from the following companies in the next 3 months: DASH 7. Piper Sandler was a managing underwriter of a public offering of, or a dealer manager of a tender offer for, the securities of the following companies within the past 12 months: DASH, VRM 8. Piper Sandler has had a client relationship and has received compensation for non-investment banking securities related products or services in the past 12 months for the following companies: none 9. Piper Sandler has had a client relationship and has received compensation for non-securities services in the past 12 months for the following companies: none 10. Piper Sandler is a registered market maker for the following companies: APTV, DASH, GRUB, LYFT, VRM 11. Piper Sandler will buy and sell securities on a principal basis for the following companies: 1211 HK, 300750 CH, CARG, CVNA, NIO, NIU, TSLA, UBER
What Is Going on With the Model Y? And TSLA Stock? (02.22.21)
➤ Just days after lowering the price on the Standard Range Model Y, Tesla removes it from the design studio ➤ TSLA stock falls another 8.5% ➤ Elon Musk shares product updates on Solar Roof, Cybertruck, and SpaceX's Starlink ➤ Tesla submits expansion application to Fremont ➤ UK Supreme Court rules on ride-hailing services ➤ Alex Potter interview scheduled for February 23 at 11am PT / 7pm UTC Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Munro "Blown Away" By Musk + Semiconductors, FCC Denies Tesla, Porsche Spinoff? (02.19.21)
➤ Sandy Munro shares more details about his recent interview and time spent with Elon Musk ➤ Reuters article adds color on automotive semiconductor supply challenges ➤ FCC denies Tesla's request to utilize radar in vehicle cabins ➤ Volkswagen reportedly exploring Porsche spinoff Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives