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)
TSLA 10-Q Analysis, Capital Expenditures, Musk Compensation (10.26.20)
➤ Tesla publishes 10-Q SEC filing for Q3 2020, detailing $10B+ capital expenditure plans and sharing more details on Elon Musk CEO performance compensation plan ➤ More information on Elon Musk's compensation plan can be found here: https://youtu.be/XfHWl_Lhf5o ➤ Additional information on Tesla's deferred revenue, production rates, delivery constraints, Energy gross margins, and Tesla's $5B capital raise ➤ Tesla begins to export Model 3 from China ➤ Shanghai places additional restrictions on license plates Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh 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
Model S/X China Recall, Model 3 Shanghai Exports, TSLA Stock, More Product Updates (10.23.20)
➤ Tesla issues a recall of 30,000 Model S and Model X vehicles in China ➤ TSLA stock finishes down for the week despite strong earnings, FSD beta release ➤ Discussion on recent reports of Tesla's plans to export Model 3 from Giga Shanghai in China ➤ Twitter user @greentheonly reports on firmware details which may hint at further product updates to Tesla's Model 3, Model Y ➤ Reports of continuing discussion between Tesla, Indonesia on possible factory ➤ Tesla adds more solar panels to Giga Nevada Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh 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
Full Self-Driving Limited Beta Released, Videos Surface (10.22.20)
Video available here: https://youtu.be/7nhBTSg4zWQ ➤ Tesla releases full self-driving rewrite beta to limited set of customers ➤ Videos surface showing step-change in capability ➤ Compilation and analysis of videos from @teslaownersSV and @brandonee916 ➤ Elon Musk says Tesla will raise price of FSD option next week ➤ Discussion on the near-term financial impact of the FSD update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh 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
Q3-20 TSLA Earnings Report Recap (10.21.20)
Highly recommend this episode on video due to the amount of numbers: https://youtu.be/vq3_IzrD5MY Recap of Tesla's Q3 earnings report and shareholder letter. Rob Maurer analyzes Tesla's results and why TSLA stock is trading up after the report. You can listen to Tesla's Q3 earnings call and hear Rob's reaction here: https://youtu.be/bXjUzIvkEW4 (reaction starts at 1:03:30) #Tesla #TSLA #Investing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh 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 Q3 Earnings Preview & Estimates (10.20.20)
Tesla Q3 earnings preview by Rob Maurer of Tesla Daily. Forecasts for Tesla's revenue, profit, expenses, and earnings are discussed in detail and compared to Wall Street consensus estimates for the third quarter. Tesla reports earnings on Wednesday, October 21, after market close and will host an investor call at 2:30 p.m. Pacific Time / 5:30 p.m. Eastern Time / 9:30 p.m. UTC. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh 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
All of Tesla's 2021 Model Year Updates! (10.16.20)
➤ Tesla has updated their entire vehicle lineup for model year 2021, extending range and adding features ➤ Breaking down all the changes over the last week and possible explanations for the advancements Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh 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 Bull Case / Q&A With Alex Potter and Rob Maurer (10.15.20)
Live discussion on Tesla stock with Alex Potter, analyst at Piper Sandler, and Rob Maurer of Tesla Daily. Discussion includes valuation of Tesla's autonomous driving and energy business lines, reactions to Battery Day, TSLA's upside, analyst perception, and more. Potter and Maurer field questions live from both institutional investors and YouTube chat. You can find the previous conversations between Potter & Maurer here: https://youtu.be/ey3UeFJqSqY https://youtu.be/z9k3ppSk0oA Timestamps: 0:00 Introduction 1:14 Background on Tesla Daily 3:37 Tesla autonomy, robotaxis, and energy 18:22 How does Tesla achieve a $25k car? 26:22 Tesla's pricing strategy 30:42 Framework for Tesla Energy 45:02 Tesla's Battery Day 50:26 China's EV startups 57:07 TSLA's valuation/product expansion 1:01:23 TSLA to $5 trillion? #Tesla #TSLA #Investing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh 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 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: 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: UBER, VRM 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: 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, 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
Musk (Again) Cuts Model S Price, Ron Baron on TSLA, Q3 Earnings Questions, 7-Seat Model Y (10.14.20)
➤ Ron Baron discusses Tesla on CNBC, says he expects TSLA valuation to eventually increase to $2 trillion ➤ Goldman Sachs increases TSLA price target to $450 ➤ Question submission and voting process opens up for Tesla's Q3 earnings call ➤ Rob's question 1: https://saytechnologies.com/s/9b288e7d ➤ Rob's question 2: https://saytechnologies.com/s/92747835 ➤ Elon Musk announces another price cut to Tesla's Model S, just one day after a $3,000 price cut ➤ Analysis on profitability impact from reduced price ➤ Lucid Motors announces base price of "elemental" version of the Lucid Air ➤ Elon Musk announces timeline for 7-seat Model Y ➤ Tesla Solar Roof installed in four days and captured in time-lapse video: https://youtu.be/K_clgu0PT6k ➤ JB Straubel to speak at energy storage symposium: https://energy.stanford.edu/storagex-initiative ➤ Alex Potter of Piper Sandler joins Rob Maurer for a live discussion and Q&A on TSLA on October 15th at 10am PT, 1pm ET, 5pm UTC Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh 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
Model S Price Cut, X Range Increase(?), FSD Rewrite, S&P Upgrade (10.13.20)
➤ Tesla cuts Model S price by $3k ➤ Model X vehicle delivered to customer shows higher range ➤ Tesla full self-driving software rewrite to launch in "limited beta" next week ➤ S&P Global upgrades Tesla credit rating ➤ China-made lithium iron phosphate Model 3 deliveries begin ➤ Update on Tesla's plans in India ➤ Renault looks to partner on EU emissions ➤ HBO pursuing limited series on SpaceX, Elon Musk Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh 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: Pierre Ferragu on Tesla and $578 Price Target (10.12.20)
Pierre Ferragu of New Street Research recently published a street-high TSLA price target of $578 per share. In today's live interview, Pierre joins Rob Maurer of Tesla Daily for a discussion on Tesla's position in the automotive market, TSLA's stock price, Battery Day, institutional investor sentiment, and more on Tesla. 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 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh 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
Model 3 Update, Earnings Scheduled, FSD, Snake Charger, EV Maintenance (10.09.20)
➤ New photos of Model 3 at Tesla's Fremont factory fit rumors of updates to the vehicle ➤ Tesla schedules Q3 earnings report earlier than some expected ➤ Elon Musk tweets updates on Autopilot / Full Self-Driving progress and Tesla's plans for an automated "snake" charger ➤ Waymo expands fully driverless ride sharing operation ➤ Consumer Reports releases new data on electric vehicle maintenance compared to internal combustion engine vehicles ➤ Amazon unveils delivery van developed with Rivian ➤ Rob Maurer on Pomp Podcast: https://youtu.be/_poY79yYH1s Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh 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
4680 Battery Rollout Plan + Elon Musk Production Email (10.07.20)
➤ Elon Musk shares more details on Tesla's in-house 4680 battery cell plans and production roadmap ➤ Analyzing a potential rollout plan by Tesla factory and product line for Tesla's battery cells ➤ Leaked Elon Musk email discusses annual production targets #Tesla #TSLA #Investing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh 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
Shanghai Model Y, Tesla PR, Chamath on Tesla, Polestar 2, Mercedes Strategy Update (10.06.20)
Updates on Shanghai Model Y production, Tesla's public relations team, Mercedes-Benz new strategy and more. Timestamps: 0:23 TSLA stock update 1:07 Made-in-China Model Y production plans 5:04 Tesla & BHP talk nickel supply 6:11 Discussing Tesla's PR strategy 10:09 Chamath talks Tesla 11:46 Polestar 2 EPA rating 13:06 Mercedes strategy update Links to Mercedes-Benz presentation: https://www.daimler.com/investors/events/capital-market-days/2020-mercedes-benz-strategy-update.html https://www.daimler.com/dokumente/investoren/praesentationen/daimler-ir-mercedes-benz-strategy-update-2020-presentation.pdf #Tesla #TSLA #Investing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
New Acquisition, Possible India Gigafactory, Indonesian Nickel, Giga Berlin Updates (10.05.20)
➤ Tesla acquires another German automation company ➤ India government, Elon Musk comment on Tesla in India ➤ Tesla reaches out to Indonesia, a nickel production powerhouse ➤ Giga Berlin hiring timeline reported by Tesmanian ➤ Germany September automotive sales ➤ @greentheonly on Twitter shares code behind Tesla interior camera ➤ Elon Musk says bird's eye view coming soon to Tesla vehicles ➤ Long term battery costs mentioned by Musk on Twitter ➤ Newly-delivered Model Y roof reportedly flies off after pickup Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Record Quarterly Deliveries & Production in Q3 2020 (10.02.20)
➤ Tesla reports quarterly deliveries +53% sequentially, +43% to last year, and +24% to the previous quarterly record ➤ With new record production of 145,000 vehicles, Tesla may have a path to achieving their original 2020 guidance of 500,000+ vehicle deliveries for the year ➤ Full analysis on the Q3 delivery and production report and what's next for Tesla Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Q3 Delivery & Production Estimates/Preview (10.01.20)
YouTube link: https://youtu.be/OqjjGz5FpSc ➤ In depth forecast of Tesla's Q3 2020 delivery and production numbers as well as analyst consensus estimates ➤ Tesla is expected to report Q3 delivery and production numbers before October 5th, likely on October 2nd ➤ Early forecast for Q4 and full year 2020 production and whether or not Tesla will their original 500,000 unit guidance #Tesla #TSLA #Investing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Solar Roof Price Drop, Delivery Record, LFP Model 3 (09.30.20)
➤ Tesla updates Solar Roof webpage, drops prices ➤ Electrek reports follow-up information on record delivery target Elon Musk email ➤ Tesla reportedly on the verge of releasing lithium iron phosphate (LFP) Model 3 from Giga Shanghai Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Walmart Triples-Down on Tesla Semi, Ford Cuts Prices on Mustang Mach-E (09.29.20)
➤ Walmart Canada more than triples orders for Tesla Semi ➤ Ford cuts prices on all-electric Mustang Mach-E ahead of launch ➤ Toyota discusses electric vehicle targets ➤ BMW makes plans for M performance electric vehicle ➤ Tesla updates investor relations webpage ➤ Elon Musk mentions Starlink IPO timeline Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Musk Talks TSLA Stock, Battery Day Reactions, EV Market + Tesla Interest in LG Investment? (09.28.20)
➤ Elon Musk discusses Tesla's stock price, media coverage and Wall St. reactions to Battery Day, and more in a new interview with Kara Swisher. Transcript: https://www.nytimes.com/2020/09/28/opinion/sway-kara-swisher-elon-musk.html?showTranscript=1 ➤ Musk congratulatory on Tesla quarterly deliveries, but notes logistical challenges ➤ Discussion on overall EV market and Tesla's growth ➤ Korea Times reports on Tesla interest in taking stake in LG Chem spinoff ➤ Tesla and Piedmont Lithium agree on lithium supply contract #Tesla #TSLA #Investing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Model Y Acceleration Boost, Tesla Expands Giga Texas Land (09.25.20)
➤ Tesla reportedly acquires additional land to expand Giga Texas site ➤ Tesla introduces software option for the non-performance all-wheel drive Model Y offering increased acceleration ➤ Stay tuned for an upcoming appearance podcast guest appearance by Rob Maurer Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Factory Size and Battery Investments, 4680 Charging, California to Ban ICE (09.24.20)
➤ Tesla's Battery Day presentation gives clues to Tesla's Gigafactory plans, vehicle production goals, and the required investment in battery production over the next 10 years ➤ Examining Supercharging rates on Tesla's new 4680 battery cell ➤ Elon Musk discusses Tesla HVAC, Tesla electric jet possibilities ➤ California Governor issues executive order to ban the sale of new internal combustion engine vehicles by 2035 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Battery Day: Tesla's Path to Becoming the Most Valuable Company in the World (09.22.20)
Recap and insights from Tesla's Battery Day presentation by Rob Maurer of Tesla Daily. ➤ Tesla unveils new in-house battery cell with larger form factor, tabless design, better performance, and lower cost ➤ Elon Musk and Drew Baglino discuss Tesla's long term goals and terafactory production goals ➤ Analysis of Battery Day, TSLA's market reaction, long-term impact, and more Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer Image(s) and/or Footage used under license from Shutterstock.com. Disclosure: Rob Maurer is long TSLA stock & derivatives
The Most Important Thing to Know About Battery Day (09.20.20)
➤ Tesla may be unveiling a new battery cell and battery production line at Battery Day, improving energy density and lowering cost. But none of those developments are the most important thing to know about Tesla's Battery Day... ➤ Full Tesla Battery Day preview: https://youtu.be/Wq5Awwmzh_o #Tesla #TSLA #Investing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Battery Day Preview: What to Expect Ahead of Tesla's Battery Day (09.17.20)
Deep dive preview of everything to expect ahead of Tesla's Battery Day on September 22, 2020. Timestamps: 0:27 Tesla's battery cells 4:09 Battery chemistry 6:32 Dry battery electrode 8:19 Cell-to-pack 9:26 Battery manufacturing 12:00 Million mile battery 13:52 Charging speed 17:10 Mining and suppliers 18:48 Plaid powertrain Million mile battery episode: https://youtu.be/EtvvJ5u1Sdo Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
New Battery Cell? + Credit Suisse Outlines $1T TSLA Valuation Scenario (09.16.20)
➤ Electrek sources say pictures of mysterious battery cell are of Tesla's new in-house Roadrunner battery cell ➤ Examining the implications of a new larger cell. Further analysis can be found here: https://www.youtube.com/watch?v=JnpgtsLfPoY (timestamp 1:39) ➤ Deutsche Bank, Credit Suisse raise TSLA price targets ahead of Tesla's upcoming Battery Day ➤ Credit Suisse sees possible scenario valuing TSLA at $1T today ➤ European Commission President proposes stricter emissions targets by 2030 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives