Tesla Daily: Tesla News & Analysis
Rob Maurer
Last episode over 2 years agoTesla Daily is a podcast covering all things Tesla, Inc., published every weekday. News on Tesla Motors, Tesla Energy, Tesla Solar, and Tesla Network is discussed in a concise and consistent manner, making it easy to stay up-to-date on the latest from Tesla. Dedicated to keeping investors and customers well-informed, Tesla Daily host Rob Maurer provides analysis and opinions on Tesla as a company, TSLA stock, and the future of the many industries Tesla competes in. Additionally, Tesla Daily covers major news from Elon Musk's SpaceX, Neuralink, and The Boring Company.
Are you the creator? Claim this podcast
Episodes (1428)
Negative Oil Prices, Tesla Impact, Cybertruck Redesign (04.20.20)
➤ Oil contracts turn negative for the first time in history ➤ How can oil prices turn negative and how are Tesla and TSLA stock impacted? ➤ Cybertruck redesign comparison (https://cdn.knightlab.com/libs/juxtapose/latest/embed/index.html?uid=40791a72-81a1-11ea-a879-0edaf8f81e27) / http://www.cubarle.com 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
Legacy Automaker Valuations Are Being Eaten by Tesla (04.17.20)
Over the last 12 months, Tesla has taken the dominant share of market valuation among US automakers. In an uncertain macro-environment, TSLA stock has rebounded strongly, and diverged from Ford, GM, and Fiat Chrysler. What does this mean for TSLA as an investment option and how is the probable recession impacting Tesla's competitive position? 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 Rises as Market Positivity Increases, Autopilot Progress, Elon Musk Tweets (04.16.20)
➤ Markets rise in after-hours trading on encouraging macro-environment news, as does Tesla stock (TSLA) ➤ Trump releases plan for re-opening economy (https://fm.cnbc.com/applications/cnbc.com/resources/editorialfiles/2020/04/16/WHReopeningDoc.pdf) ➤ Elon Musk tweets about Tesla Cybertruck, CNN, Tesla ventilators, and Autopilot ➤ Yesterday's episode with Sean Mitchell (https://youtu.be/dE65gfh84Hs) 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
Rob Maurer & Sean Mitchell Tesla Status Check (04.15.20)
➤ Sean Mitchell hosts Rob Maurer for an overview of the current state of Tesla (https://youtu.be/dE65gfh84Hs) ➤ Tesla schedules Q1 earnings report 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
Goldman Sachs & Credit Suisse TSLA Notes, Musk/Munro Interview, China Registrations (04.14.20)
➤ Credit Suisse upgrades TSLA stock ➤ Goldman Sachs initiates coverage on TSLA stock ➤ Takeaways from Elon Musk & Sandy Munro interview on the Third Row Tesla podcast (https://www.youtube.com/watch?v=pih4kU6yvz8&t=1279s) ➤ China Tesla registration numbers for March 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 Outperforms, China Long-Range Model 3 Released (04.13.20)
➤ TSLA stock rises $100/share on Monday in a neutral macro environment ➤ Tesla releases made-in-China long-range and performance Model 3 ➤ Tow hitch option added for Tesla Model Y ➤ Elon Musk tweets about robotaxis and full-self driving 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
Giga Shanghai March Production, KBB Brand Awards, Elon Tweets, Short Interest (04.09.20)
➤ China Passenger Car Association reports on Tesla's production numbers from Gigafactory Shanghai for March, 2020 ➤ Tesla dominates in Kelley Blue Book's 2020 luxury vehicle brand awards ➤ Elon Musk tweets about Tesla Battery Day, Tesla Model Y to Europe, Plaid Powertrain, and Tesla Cybertruck ➤ TSLA stock short interest update ➤ Weekly jobs report continues to show significant growth in unemployment ➤ Toyota extends US factory shutdowns 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
Resumed US Production Target, Q2 & Full-Year Outlook (04.08.20)
➤ Tesla announces a targeted date to resume production in the United States alongside temporary pay reductions and furloughs ➤ Can TSLA still hit their annual guidance for vehicles deliveries? ➤ Forecast for Q2 and annual vehicle delivery and production numbers ➤ Was TSLA stock reaction justified? 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
Waymo Vs. Tesla (Employee Perspective), China LR Model 3 (04.07.20)
➤ 4:19 A former Tesla employee on the Autopilot team has moved over to Waymo and joined the Third Row podcast to discuss his perspective of both companies (https://www.youtube.com/watch?v=FP_YZ8pBCJ4) ➤ Bloomberg reports on imminent production of the long range single-motor Tesla Model 3 from Gigafactory Shanghai, including its range 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
Ventilator Design, Markets Rally, Dashcam/Sentry Updates, Jefferies Note (04.06.20)
- Tesla posts video update on in-house ventilator design - TSLA rises as stock market rallies - Twitter user @greentheonly previews some upcoming software features - Jefferies issues updated note on TSLA stock Links: Email: [email protected] Twitter: @teslapodcast Patreon: 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
Sandy Munro Model Y Teardown Recap, TSLA Stock Slips (04.03.20)
Summarizing and discussing the key takeaways from the going Munro Tesla Model Y live teardown. Sandy Munro of Munro & Associates has been both critical and complimentary of Tesla in the past and that trend continues with the Tesla Model Y. This episode also includes discussion on TSLA stock which finished Friday +6% but fell -12% from after-hours trading on Thursday. 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 Delivery/Production Report Discussion (04.02.20)
Tesla today reported Q1 deliveries +40% compared to 2019 and production +33% to 2019, causing TSLA stock to rise by 18% in after-hours trading as Tesla's Model Y and Gigafactory Shanghai continue to ramp up. Today's episode recaps everything we learned from Tesla's report, and what was missing. How will TSLA stock react going forward? Links: Email: [email protected] Twitter: @teslapodcast Patreon: 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 & Future Tesla Outlook w/ Gali Russell of HyperChange (04.01.20)
YouTube link: https://youtu.be/3Houzq0eXmY Today's discussion is with Gali Russell, founder of HyperChange, on our disparate forecasts for Q1 as well as what lies ahead for Tesla in the coming months and years. Links: Email: [email protected] Twitter: @teslapodcast Patreon: 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
Q1 Delivery Estimates, Preview, and Wild Cards (03.31.20)
Tesla is expected to report Q1 2020 delivery and production numbers later this week. In today's episode, we go through the FactSet consensus estimates for Tesla's Q1 total deliveries as well as for Model 3, Model S, and Model X, and discuss how realistic these estimates are and how TSLA stock may react. I also provide my delivery and production estimates as well as the rationale behind them, and perhaps most importantly, the other wild cards I am watching for from this report. 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
Fremont Shelter-In-Place to Be Extended, Tesla Reopens Wuhan Store, TSLA & Stock Market Week Ahead (03.30.20)
➤ Taking a look at the week ahead for the stock markets and TSLA stock ➤ Alameda County, the location of Tesla's Fremont factory, reported to extend shelter-in-place order ➤ Tesla reopens a store in China ➤ Tesla delivers some ventilators to New York ➤ Tesla bids on big energy storage project with Megapack Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypod... 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
Gigafactory Nevada Workforce Reduction, Gigafactory Shanghai Production, Tesla/GM Ventilators, Analyst Updates (03.27.20)
➤ Checking in on the stock markets as the stimulus packages passes the House and is signed by President Trump ➤ Tesla reduces workforce at Gigafactory Nevada ➤ Reports on Tesla's Model 3 production rate at Gigafactory Shanghai ➤ New York City's mayor comments on working with Elon Musk on ventilators, Elon replies on Twitter ➤ Trump roasts General Motors on Twitter ➤ Updated analyst notes from Alex Potter and Pierre Ferragu ➤ Further discussion on Tesla's upcoming Autopilot update allowing for automated stopping at lights and stop signs 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
Furloughs in Norway, Stop Sign & Stop Light Autopilot, Jobs Report (03.26.20)
- New jobs report shows steep rise in unemployment in the US - Two Tesla employees reportedly test positive for COVID-19 - Tesla reportedly furloughs some employees in Norway - Elon Musk retweets autopilot stopping at stop lights and stop signs in next update Links: Email: [email protected] Twitter: @teslapodcast Patreon: 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
Gigafactory NY to Reopen For Ventilators, $2T+ Stimulus Passes Senate Vote (03.25.20)
- Medtronic CEO discusses partnership with Tesla and ventilator situation in the US - Gigafactory Buffalo to reopen ASAP to product ventilators - Congress leaders reach agreement on stimulus package, vote passes in the Senate Links: Email: [email protected] Twitter: @teslapodcast Patreon: 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
Economic Indicators, Model Y Review, Updated TSLA Short Interest (03.24.20)
As stock markets, and TSLA stock, rise on the apparent imminence of a stimulus deal, economic indicators are hitting decade-lows. Today's discussion is macro-focused on commentary out of Congress and the economic reports published today. We are also starting to see reviews of the Tesla Model Y, with Doug Demuro publishing his Model Y review today. In addition, we discuss TSLA short interest for March 13th, published today. Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith 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
$41,000 Model Y, Heat Pump/Casting, VINS, Macro Check In (03.23.20)
- Discussion on base price Model Y - Elon tweets about the advanced engineering employed in the Model Y - Checking on Model Y VINS heading into quarter end - Discussion on the macro environment and upcoming catalysts this week Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith 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
Panasonic Halting Operations at Gigafactory Nevada, States Locking Down (03.20.20)
- More states continue to move towards lockdown, including Nevada - Goldman Sachs and Bridgwater Associates provide forecasts on economic impact of coronavirus - Panasonic plans to halt operations at Gigafactory Nevada Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith 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
Production Suspended at Fremont and Gigafactory Buffalo (03.19.20)
Tesla has decided to temporarily suspend production at their factory in Fremont, from end of day March 23. Tesla's Gigafactory Buffalo in New York will temporarily suspend production as well, while essential function such as service will continue. Gigafactory Nevada and Gigafactory Shanghai will remain open for production. Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith 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
Nasdaq Records Worst Drop Ever, San Francisco Goes on Lockdown, Other Updates (03.16.20)
- Nasdaq records the worst single-day percent drop in its history - Countries and states continue to broaden lockdown efforts - Tesla updates on Solar Roof production Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith 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 Continues Falling, First Model Y Deliveries Scheduled, UK Tax Change, Morgan Stanley Update (03.12.20)
Note: at 4:30 in this episode, I said no one should have concern. I meant about my own financial position in regard to TSLA stock, I was not speaking about anyone else's position; that is for each person to determine for themselves, of course. - Discussion on TSLA stock in the midst of a continued macro-economic crash - First Model Y deliveries scheduled ahead of March 15th - UK tax change benefits zero-emission vehicles - Morgan Stanley issues updated note on TSLA stock Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith 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
Coronavirus Declared a Pandemic, Pressuring TSLA & Stock Markets (03.11.20)
Coronavirus has been declared a pandemic by the World Health Organization. As cases continue to rise in the United States and internationally, more severe measures are being taken to react and reduce spread. Today's episode discusses these actions and where things may go from here, and the impact on Tesla and TSLA stock. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Vincent Smith 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