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)
Q2 & Full-Year Delivery & Production Estimates (05.21.20)
➤ https://youtu.be/dylvz9QDgG0 ➤ Tesla delivery and production forecasts for Q2 and full-year 2020 ➤ With Giga Shanghai and Model Y ramping up, Tesla is poised to exceed their 2020 guidance and deliver more than 500,000 vehicles on the year ➤ Q2 production and deliveries will likely outpace TSLA expectations ➤ Full forecast walkthrough and methodology Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Vehicle-To-Grid, Tesla/Alameda Lawsuit Resolution, Mazda MX-30 (05.20.20)
➤ The Tesla community is abuzz with speculation about vehicle-to-grid technology based on recent reports and the upcoming Tesla battery day. Today's episode explores that speculation and examines Tesla's past comments on vehicle-to-grid functionality. ➤ Tesla's lawsuit against Alameda County is resolved ➤ First long range single-motor made-in-China Model 3s are delivered ➤ Mazda starts production on an all-electric SUV, the Mazda MX-30 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
EU Considers Massive Electric Vehicle Support (05.19.20)
➤ Bloomberg reports that the European Union is considering funding massive support of electric vehicles as it seeks to assist in both recovery and transformation of the automotive industry ➤ Tesla could be a beneficiary of the policies reportedly being discussed ➤ EU automotive VAT breakdown: https://www.acea.be/statistics/article/interactive-map-electric-vehicle-incentives-per-country-in-europe-2018 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Fremont/China Production, Panasonic Earnings, Texas Rumors, COVID-19 Vaccine News (05.18.20)
➤ TSLA stock underperforms other automakers as macros rise on positive vaccination news ➤ Tesla appears to be fully cleared for production in Fremont ➤ Tesla VP comments on Shanghai production ramp ➤ Panasonic reports quarterly earnings and comments on relationship with Tesla, battery plans ➤ Rumors continue to circulate around a Tesla factory in Texas, including a possible location ➤ Morgan Stanley issues update note on TSLA stock ➤ France looks to increase support for low-emission vehicles ➤ Uber lays off more employees, considers reducing important investments ➤ SpaceX denied funding after Elon Musk's battle with Alameda County ➤ Tesla to increase price of the Full Self-Driving Option on July 1st Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Texas Production Timeline, Battery Day Update (05.15.20)
➤ Electrek reports that Tesla has selected Austin, Texas as the next Tesla Gigafactory location ➤ Elon Musk tweets about date for Tesla's battery day ➤ Tesla lowers price for the long range single-motor Model 3 in China Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Battery Rumors, Alameda Details, Long Range Model 3 (05.14.20)
➤ Alameda County Public Health Department releases question and answer communication addressing the production situation for Tesla in Fremont ➤ Reuters reports on Tesla battery rumors ➤ Tesla has reportedly begun production of the long range single-motor Model 3 in China ➤ Elon Musk tweets graph of superchargers usage by region over time Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Alameda County Responds, California AG Comments, HR Email (05.13.20)
➤ Alameda County Public Health Department responds to Tesla's attempts to restart production in Fremont, California ➤ California's attorney general comments on Tesla's production situation and policy enforcement ➤ Tesla's HR team sends out email to employees as some return to the factory ➤ SpaceX Model X prepares for Crew Dragon Demo-2 launch Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Trump Supports Reopening, Musk Email, Sheriff's Office/District Comments (05.12.20)
➤ Elon Musk emails employees about first days back at the factory, says it went "great" ➤ Donald Trump tweets support of Tesla reopening Fremont factory ➤ District supervisor chief of staff and Sheriff's office weigh in on Tesla ➤ Bay area county health officer comments on restarting manufacturing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Musk Restarts Production Against County's Wishes, China April Numbers, Deutsche Bank Note, Short Interest (05.11.20)
➤ Elon Musk restarts Tesla's production at Fremont against the order of Alameda county, says "if anyone is arrested, I ask that it only be me" ➤ Tesla officially files lawsuit against Alameda county (https://www.courtlistener.com/recap/gov.uscourts.cand.359281/gov.uscourts.cand.359281.1.0.pdf) ➤ California Governor Gavin Newsom and local officials weigh in ➤ China registration and production numbers for April ➤ Deutsche Bank issues updated TSLA stock note after investor call with Tesla ➤ Updated short selling data on TSLA stock Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Musk Threatens Lawsuit, Relocation of Tesla HQ (05.09.20)
➤ Elon Musk threatens to file lawsuit with Alameda county over continued production restrictions ➤ Additionally, Elon makes plans to relocate Tesla's headquarters outside of California ➤ Elon mentions Texas, further alluding to a possible Gigafactory in Texas ➤ Alameda county contact form, please be respectful: http://www.acphd.org/contact-acphd/contact-form.aspx Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Is Tesla Restarting Production in Fremont? (05.08.20)
➤ Leaked email discloses Tesla's plan to restart production at their Fremont factory on Friday, May 8th ➤ Alameda County continues to move more slowly in staged re-opening than California ➤ Tesla plans to offer tracking of Autopilot miles on the odometer ➤ Speed limit sign recognition for Tesla vehicles "coming soon" according to Elon Musk ➤ Tesla's VP of Global Supply Chain reportedly leaves Tesla ➤ Tesla partners with Sunrun on Tesla Powerwall Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Musk on Rogan, Production Status, Battery Patent (05.07.20)
➤ Recap of Tesla CEO Elon Musk's appearance with Joe Rogan on the Joe Rogan Experience podcast ➤ Checking in on Tesla's production status as California prepares to enter Phase 2 of re-opening the economy ➤ Tesla files battery cell patent for tabless battery cells, potentially indicating progress which could be discussed at Tesla's upcoming battery investor day ➤ The Limiting Factor's livestream: https://www.youtube.com/watch?v=ivIZ3DR1YtY Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
BMW Delays, GM Earnings (05.06.20)
➤ BMW reports Q1 earnings and delays new factory plans ➤ BMW reportedly cancels potential Tesla Roadster competitor ➤ GM reports Q1 earnings Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Interview: Alex Potter of Piper Sandler (05.05.20)
Video: https://youtu.be/ey3UeFJqSqY Alex Potter, analyst at Piper Sandler, and Rob Maurer discuss Alex's $939 price target on TSLA stock, Elon Musk's tweets, institutional investors' questions, the variance in perspectives between institutional and retail investors, Tesla's progress in China, David Einhorn's short thesis, Tesla Solar/Energy, upside/downside risks, and Tesla's valuation/position in the market. To hear more from Alex & Rob, specifically on Tesla in China, watch here: https://youtu.be/z9k3ppSk0oA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast 0:00 - Introduction 1:10 - Alex's $939 TSLA price target 2:12 - Q1 earnings report reaction 7:28 - Tesla's positioning/pricing in China & new energy vehicle subsidies 13:04 - Institutional investor TSLA questions 17:35 - Risks in China 19:00 - Takeaways from Tesla's 10-Q filing, deferred revenue, regulatory credits 32:05 - Are suppliers at risk in this macro-environment? 35:35 - China's vehicle market recovery 39:57 - How much is the macro-environment weighing down TSLA stock? 42:20 - Reaction to Elon Musk's tweet about TSLA stock price being too high, from Alex and clients 43:31 - Thoughts on David Einhorn's questions about accounts receivable, and the TSLA short thesis 46:26 - Risks and downsides to Tesla's valuation 49:45 - Valuing Tesla Solar & Tesla Energy and Alex's personal experience with those business lines 55:35 - Valuing TSLA stock and missing upside 1:06:09 - Institutional investors evolving mindset and questions 1:10:05 - How can anyone compete with Tesla's lead? Why aren't analysts forecasting that lead to continue? 1:19:55 - Retail / institutional investor perspective variance http://www.pipersandler.com/ Disclosures: Rob Maurer is long TSLA stock & derivatives Disclosures for equity 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: LYFT 6. Piper Sandler expects to receive or intends to seek compensation for investment banking services from the following companies in the next 3 months: none 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: none 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: ALSN, APTV, F, GM, LYFT, MTOR, PCAR, WBC 11. Piper Sandler will buy and sell securities on a principal basis for the following companies: 1211 HK, 175 HK, 300750 CH, CMI, NIO, NIU, TSLA, UBER Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer
TSLA Rebounds, California's Phased Re-Opening, Autobidder, Daimler Software (05.04.20)
➤ TSLA stock recovers from Elon Musk's tweet saying the stock price was too high ➤ California works to move into Phase 2 of the re-opening process ➤ Morgan Stanley increases Tesla price target ➤ Tesla energy news in the UK ➤ Tesla Autobidder software ➤ Daimler reportedly exploring software partnerships with BMW & Volkswagen (https://translate.google.com/translate?sl=auto&tl=en&u=https%3A%2F%2Fwww.sueddeutsche.de%2Fauto%2Fbmw-daimler-vw-software-id3-1.4856930) Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Elon Musk Says Tesla Stock Price is Too High (05.01.20)
➤ Tesla CEO Elon Musk tweets that Tesla stock price is too high, in his opinion and TSLA stock falls afterwords ➤ Analyzing the importance and impact of this tweet, including if this may cause problems with the SEC related to Elon Musk's previous settlement agreement (http://prod-upp-image-read.ft.com/1199ee1e-686d-11e9-9adc-98bf1d35a056) Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Analysts Hike TSLA Targets, Deferred Revenue, Einhorn Back Again (04.30.20)
➤ Analysts raise price targets on TSLA stock after Tesla's Q1 earnings report ➤ Tesla files its quarterly 10-Q report, shedding more light on the Q1 results ➤ Discussion on Tesla's deferred revenue and regulatory credit outlook ➤ David Einhorn tweets at Elon Musk again, questioning Tesla's financials ➤ Tesla cuts price of the Model 3 in China Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Part 2 - Q1 Earnings Recap (04.29.20)
➤ TSLA earnings review, part one: https://youtu.be/y1QbMiui06g ➤ Top 5 takeaways from Tesla's Q1 earnings call with investors and analysts ➤ Elon Musk speaks out against shelter-in-place orders ➤ Topics include Tesla's production and demand, autonomous driving progress and business impact, Tesla's battery investor day, the next Gigafactory (Gigafactory Texas?), China's importance, the long-term outlook for Tesla's business, and more Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Q1 Earnings Recap - Part 1 (04.29.20)
➤ Tesla reports a surprise GAAP profit in Q1 2020 despite a number of macro and seasonal challenges on the back of strong automotive gross margin ➤ Tesla puts annual guidance on hold, but does not remove the possibility of hitting it ➤ Breaking down the most important takeaways from Tesla's Q1 shareholder letter and financial results vs. Wall St.'s estimates ➤ Metrics covered: revenue, GAAP/Non-GAAP earnings, gross profit, total gross margin, automotive gross margin, regulatory credits, net income, GAAP/Non-GAAP earnings per share, made-in-China Model 3 gross margin, Model Y gross margin, and full-year delivery estimates ➤ Stay tuned for part 2 after Tesla's earnings report conference call Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Ford is Losing Billions & Cutting EV Plans, Falling Further Behind Tesla (04.28.20)
➤ Ford releases Q1 earnings report showing billions of dollars of loss and guiding for even larger losses in Q2. F Stock falls 5% after hours. ➤ Ford cancels all-electric Lincoln branded SUV project with Rivian as legacy automakers fall further behind Tesla's EV pace. ➤ GM cuts dividend and share repurchase program ahead of earnings report on May 6th. ➤ Tesla Q1 earnings preview: https://youtu.be/BrTqowJDdKs Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Q1 Earnings Preview - Estimates & What to Watch (04.27.20)
➤ Tesla earnings report preview for Q1, 2020 ➤ Rob Maurer's Q1 TSLA estimates compared to FactSet consensus & Tesla-compiled consensus ➤ Breaking down what to watch for in the TSLA financials and shareholder letter/earnings call ➤ Metrics covered: revenue, GAAP/Non-GAAP earnings, gross profit, total gross margin, automotive gross margin, regulatory credits, EBITDA, net income, free cash flow, GAAP/Non-GAAP earnings per share, made-in-China Model 3 gross margin, Model Y gross margin, and full-year delivery estimates ➤ What is Wall St. looking for going forward? Please share your estimates and expectations in the YouTube comments: https://youtu.be/BrTqowJDdKs Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
New Autopilot Functionality, Baird Note, Mitsubishi Warning (04.24.20)
➤ Tesla begins wide-release of new Autopilot functionality with firmware 2020.12.6 ➤ Discussion on the impact for Tesla's business and TSLA stock ➤ Is this update part of the core Autopilot rewrite? Ask by upvoting here: https://saytechnologies.com/s/3bfea260 ➤ Price increase goes into effect for Tesla's Model 3 in China ➤ Baird analyst Ben Kallo issues updated note on TSLA stock ➤ Mitsubishi Motors issues profit warning Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Q1 Earnings Questions, New Board Member, China NEV Subsidies, Audi Copies Tesla (04.23.20)
➤ TSLA Q1 earnings call questions can now be submitted and voted for ➤ My question: https://saytechnologies.com/s/144fd76b ➤ Frank's question: https://saytechnologies.com/s/f1c452d5 ➤ TSLA analyst expectation divergence from Tesla's long term plans ➤ Tesla appoints new board member, Hiromichi Mizuno ➤ China continues to adjust new-energy vehicle subsidy policy ➤ Audi straight-up copies Tesla ➤ New jobs report and PMI numbers Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
TSLA Downgraded by Bank of America, Automakers Aligning on Production Restarts, China NEVs (04.22.20)
➤ TSLA stock downgraded to underperform by Bank of America in a note that feels straight out of 2017 ➤ Volkswagen announces targeted production restart date for Chatanooga factory as automakers align on similar dates ➤ Morgan Stanley releases investor survey around electric vehicles and confidence in Tesla ➤ China updates purchase tax policy for new-energy vehicles Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Karpathy on AI for FSD (04.21.20)
➤ Rob joins Dave Lee to discuss Tesla (https://youtu.be/aDJQ6CVJl34) ➤ Andrej Karpathy presents on Tesla's use of artificial intelligence in pursuit of full self-driving (https://youtu.be/hx7BXih7zx8) ➤ Model S 0-60 time updated ➤ Model Y infotainment connection speed increased vs. Model 3 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives