Tesla Daily: Tesla News & Analysis

By Rob Maurer

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Category: Tech News

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Subscribers: 261
Reviews: 3

Eric Neely
 May 5, 2020
Great podcast full of facts. Quick and to the point with no fluff.

Mike M
 Oct 24, 2018
Awesome podcast. Very concise recap of Tesla news and excellent analysis.

J.
 Oct 3, 2018
Excellent and very informative podcast about Tesla financials and production. Rob does an incredible job of presenting facts without the hype with insightful analysis. No clickbait here. Just the daily updates you need.

Description

Tesla 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, Neuraslink, The Boring Company, and Hyperloop.

Episode Date
Battery Day Preview: What to Expect Ahead of Tesla’s Battery Day (09.17.20)
20:13

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

Sep 18, 2020
New Battery Cell? + Credit Suisse Outlines $1T TSLA Valuation Scenario (09.16.20)
12:02

➤ 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

Sep 17, 2020
First Berlin Production Equipment, New Largest Supercharger Location, Daimler Emissions (09.14.20)
06:17

➤ Tesla starts to bring paint shop equipment on to Giga Berlin site
➤ Newly discovered Supercharger location may be the biggest worldwide
➤ Electrek tweets about mysterious thicc battery cell
➤ Daimler reaches settlement agreement in the US over emissions test allegations
➤ Nikola Motors reportedly under Department of Justice investigation after research report, following reports of SEC investigation as well

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

Sep 16, 2020
Autopilot Rewrite, China Model Y Production Volume/Timing, Bill Gates/Elon Musk, Tesla Solar (09.14.20)
16:11

➤ Elon Musk updates on timeline for significant update to Tesla’s Autopilot and Full Self-Driving software
➤ TSLA stock fully recovers from worst single-day performance in less than a week
➤ Goldman Sachs issues updated note on TSLA exploring Tesla app downloads
➤ Bill Gates casts doubt on Tesla’s Semi plans, Musk responds
➤ Nikola Motors reportedly under SEC investigation after research report
➤ China heat pump supplier documents may reveal production schedule and volume for the made-in-China Model Y
➤ Elon Musk breaks down cost of solar as Tesla partners with third-party installers for Tesla Solar Roof
➤ Battery Day invitations conclude as Elon Musk hints at Plaid 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 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

Sep 15, 2020
Shanghai Exports? + Analyst Updates, Musk Tweets (09.11.20)
13:21

➤ Bloomberg and Reuters report that Tesla plans to export from Giga Shanghai — is it a sign of demand constraints in China or a move to optimize logistics?
➤ Looking back at Tesla’s previous comments about Giga Shanghai
➤ UBS, JMP Securities weigh in on TSLA in updated notes ahead of Battery Day and after Tesla’s $5B capital raise
➤ Elon Musk tweets about Battery Day, Tesla’s HVAC plans
➤ EU reportedly considering raising 2030 emissions requirements

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

Sep 12, 2020
Giga Berlin Growth Plans, Lucid Air Reveal Recap & Analysis (09.10.20)
14:48

➤ Giga Berlin timeline and completion percent discussed by Tesla executive
➤ Analysis of Tesla’s current factory expansion plans
➤ Brandenburg Minister of Economics comments on Giga Berlin employee counts, hinting at huge growth
➤ Tesla reportedly looking to expand Giga Berlin site with new land purchase
➤ Public hearing for discussion on Giga Berlin approval scheduled for September 23
➤ Recap and analysis on Lucid’s reveal of the Lucid Air. Livestream slink: https://youtu.be/SFNqiQ2QqaU

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

Sep 11, 2020
Giga Texas Timeline Update, Giga Shanghai/New York Growth, Musk Comments on Lucid, TSLA Rebounds (09.09.20)
08:49

➤ TSLA stock rebounds after its worst single-day performance ever
➤ Giga Texas project schedule possibly shared on TeslaMotorsClob forum
➤ Global Times reports on Phase 2 progress at Giga Shanghai
➤ Tesla expands hiring at Giga New York in renewed effort to grow solar business
➤ Estimated Tesla delivery wait times updated again
➤ Elon Musk comments on Lucid Motors founder Peter Rawlinson, who also comments on Tesla’s business and TSLA’s stock price

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

Sep 09, 2020
TSLA’s Worst Day Ever, $5B Raise Completed, Musk & Volkswagen, Delivery Wait Times (09.08.20)
18:49

➤ TSLA stock has its worst day in history, finishing trading -21%
➤ S&P announces index adjustments, but leaves Tesla and Zoom out of the S&P 500 index for the time being
➤ Tesla completes $5.0B capital raise through follow-on stock offering
➤ Elon Musk meets with Volkswagen CEO Herbert Diess in Germany, test drives VW ID.3
➤ Diess shares thoughts on the Tesla Model Y
➤ Elon Musk discusses Giga Berlin, says vehicle production from the factory will involve changes to the core structural technology
➤ Tesla plans to have up to 8 casting machines at Giga Berlin
➤ Model S, Model X, and Model Y US delivery estimated pushed out to 10-14 weeks
➤ Lucid Air unveiling September 9th at 4pm PST

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

Sep 09, 2020
Gordon Johnson and Rob Maurer Debate TSLA Bull/Bear Thesis (09.03.20)
01:11:16

Rob Maurer of Tesla Daily is joined live by Gordon Johnson, founder and CEO of GLJ Research, to discuss the bull and bear cases for TSLA stock at its nearly $400B valuation. Johnson has a $19 price target on TSLA stock.

Timestamps:
0:00 Introduction and Gordon Johnson’s bear case
6:24 Is Tesla’s automotive business burning cash?
11:57 Is Tesla’s growth story over?
13:50 Are electric vehicles disruptive technology?
16:18 Gordon Johnson’s forecasts for Q3 and Q4, and discussing the regulatory credit situation
21:22 Service gross margin and warranty impacts
25:06 What about the impacts of the pandemic on growth?
28:30 Tesla’s market share
34:51 Regulatory credits in depth
40:22 Is competition finally coming?
46:07 How does forecasting for revenue growth fit with the growth story being over?
49:07 Tesla’s profitability, capital raise, and S&P 500 inclusion
57:16 What would it take for Gordon Johnson to become more bullish on TSLA?
58:54 Has Gordon Johnson used Autopilot?
1:02:46 Closing comments

#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

Sep 03, 2020
Battery Day Invitations, Baillee Gifford Lowers TSLA Stake, Elon Musk in Germany (09.02.20)
06:35

➤ Tesla starts sending invitations for upcoming Battery Day event and annual shareholder meeting
➤ TSLA stock falls, illustrating disadvantages of at-the-market offering
➤ Major TSLA investor Baillee Gifford reduces stake in the stock
➤ Bank of America increases TSLA price target
➤ Elon Musk in Germany for Giga Berlin meetings

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

Sep 03, 2020
Potential $5B Capital Raise, TSLA S&P 500 Inclusion Check-In, China Model Y (09.01.20)
14:02

➤ Tesla sets up possible $5B capital raise through an equity distribution offering of TSLA stock
➤ Exploring the dynamics of the offerings and what it means for Tesla’s business
➤ Checking in on S&P 500 inclusion after TSLA’s stock split, surge in share price, and potential capital raise news
➤ Tesla Model Y spotted with camouflage in China
➤ Remembering Jack Rickard: https://www.echovita.com/us/obituaries/mo/cape-girardeau/marion-jack-rickard-11373892

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

Sep 02, 2020
TSLA All-Time High After Stock Split, Musk Heads to Germany, Firmware 2020.36, Supercharging, Ford Battery Strategy (08.31.20)
11:02

➤ TSLA stock hits new all-time highs as 5-for-1 stock split is completed
➤ Tesla begins rolling out firmware version 2020.36 with new features
➤ Elon Musk heads to Germany for Giga Berlin and Tesla RNA microfactories
➤ Tesla expands supercharging partnership with major US retailer
➤ Neuraslink progress update includes mention of Tesla
➤ Ford’s chief of product development and purchasing discusses the company’s battery strategy
➤ US court of appeals rules against 2019 policy reducing emissions violations penalties

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

Sep 01, 2020
No, Tesla Doesn't Need Regulatory Credits to Make Money (08.28.20)
10:26

➤ Tesla has faced criticism for its reliance on regulatory credit sales to achieve full-year GAAP profitability and S&P 500 inclusion eligibility. Today's episode explores this argument and other considerations that should be made when discussing TSLA's profitability.
➤ California approves budget of hundreds of millions of dollars for electric vehicle charging infrastructure

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

Aug 29, 2020
Battery Day Teaser, Extortion Sting Operation, Octovalve Updates, Lucid Air Battery (08.27.20)
11:09

➤ Tesla CEO Elon Musk gives some new hints on Tesla’s upcoming Battery Day and what Tesla is teasing in the background image on the Battery Day webpage
➤ Walking through Tesla’s tabless battery patent
➤ Sandy Munro reports on some updates from a new Model Y
➤ Tesla prepares to open a new high-capacity delivery center in China
➤ New job openings at Giga Shanghai hint at progress on Phase 2, Model Y ramp
➤ Data extortion attempt made on Tesla, Russian citizen arrested after sting operation
➤ Lucid reveals battery capacity on Lucid Air

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

Aug 28, 2020
TSLA Bull/Bear Debate: Rob Maurer of Tesla Daily & David Trainer of New Constructs (08.26.20)
55:56

Founder & CEO of New Constructs, David Trainer, joins Rob Maurer of Tesla Daily to discuss the recently published research by New Constructs which calls TSLA stock "The Most Dangerous Stock for Fiduciaries". David and Rob discuss valuation metrics, profitability, risk vs. reward, long-term growth, investment philosophies, valuation models, market share, competition, and more.

You can find New Constructs' research note here:
https://www.newconstructs.com/tesla-the-most-dangerous-stock-for-fiduciaries/

For more visit Tesla Daily on TheStreet: https://www.thestreet.com/tesla/interviews/tsla-bull-bear-debate-rob-maurer-david-trainer

Timestamps:
0:00 Introduction
1:58 Why do you think Tesla is overvalued?
4:04 Tesla's market cap per vehicle sold
9:17 Influence of regulatory credits on Tesla's business
11:46 Tesla's market share, growth, and competitive outlook
17:26 Modeling Tesla's valuation
25:42 Counterpoints to the valuation models
37:05 Risk vs. reward when investing in TSLA
40:46 Tesla insurance bull case
42:16 Scaling up and Tesla's competitive position
48:44 Are other automakers finally catching up?
55:09 Wrapping up

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

Aug 27, 2020
Model Y Casting Stats, California Fires, New Model 3 Trim (08.25.20)
04:38

➤ Tesla China posts infographic detailing improvements to the Tesla Model Y from Tesla's one-piece casting machine
➤ California fires lead to evacuation orders and warnings near Tesla's Fremont factory
➤ A new application from Tesla may show Tesla's plans to update the trim on the Tesla Model 3

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

Aug 26, 2020
Silicon Nanowire Batteries: Amprius and Tesla Battery Day(08.24.20)
12:34

➤ Tesla announces event details for upcoming Battery Day & annual shareholder meeting and includes a background image which may be a teaser for the events
➤ Discussion on silicon nanowire anode battery technology and a battery startup which has moved their headquarters next to Tesla’s Fremont facilities: Amprius Technologies
➤ Fortune article discussed: https://fortune.com/longform/race-build-better-battery/

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

Aug 25, 2020
Maurer/Cramer: Wedbush $3,500 Bull Case, Growth in China, Tesla Battery Day (08.24.20)
11:25

Jim Cramer joins Rob Maurer on Tesla Daily to discuss Wedbush's new $3,500 price target on TSLA stock, Tesla's growth in China, Battery Day, planned obsolescence and more.

Timestamps:
0:00 Wedbush increases TSLA bull case price target to $3,500 per share on China upside, Battery Day expectations
4:00 Impact of planned obsolescence for Tesla and other automakers
5:32 Can Tesla justify its market share and continue growing?
6:45 Retail investor access to Tesla, and Tesla’s Battery Day
8:27 Tesla’s expansion and production capacity in China and worldwide

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

Aug 24, 2020
Incredible Tesla Satisfaction Results, Tesla Service Expansion, New Interior Monitoring System (08.21.20)
09:14

➤ TSLA stock hits yet another all-time high, but falls into market close
➤ Tesla appeal spans generations in new satisfaction survey from Consumer Reports
➤ Tesla’s President of Automotive solicits job applications to help Tesla expand their service network
➤ Tesla applies for approval from the US Federal Communications Commission for a new in-vehicle monitoring system

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

Aug 22, 2020
3-Year Anniversary of Tesla Daily - Checking In (08.20.20)
13:45

On Tesla Daily's third anniversary, we're checking in behind-the-scenes on what has been accomplished and, more importantly, what is yet to come.

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

Aug 21, 2020
TSLA Stock Hits $2,000, Panasonic Increasing Battery Investment, California Blackouts (08.20.20)
09:45

➤ TSLA stock continues to hit new all-time highs, hitting $2,000 per share and a $375B market cap
➤ Panasonic discusses expanding investment in Tesla’s Gigafactory in Nevada, demand for Tesla’s vehicles
➤ Exploring Tesla’s production capacity
➤ California heat wave causing wildfires and blackouts incites criticism of renewable energy sources, demonstrates need for energy storage

3-year anniversary episode of Tesla Daily: https://youtu.be/NpFO2U9x-04

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

Aug 21, 2020
Jim Cramer & Rob Maurer Discuss TSLA Stock, Elon Musk, Tesla's Battery Day, and Tesla's Advantages (08.19.20)
43:10

Jim Cramer joins Rob Maurer on Tesla Daily to discuss Tesla's valuation, Elon Musk, Wall St.'s expectations for Tesla's upcoming battery day, and Tesla's advantages versus its competition.

Timestamps:
0:00 Introduction
0:43 How has Cramer's thinking on Tesla evolved over time?
4:18 Is TSLA stock overvalued at $1,900 per share?
6:08 What are the expectations for Tesla's Battery Day? Does Tesla have a million mile battery?
13:43 Why isn't Tesla advertising?
15:12 Tesla's differentiating factors
16:32 Will Tesla's Cybertruck be successful?
21:20 What is exciting about Tesla right now? S&P 500 inclusion? Stock split? Why is Tesla ahead?
30:44 Is Elon Musk TSLA's biggest risk?
32:45 Is Tesla stock being manipulated?
39:28 Tesla is a technology company

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

Aug 19, 2020
Project Dojo, Hardware 4.0, TSLA Stock, Autopilot Rewrite (08.18.20)
12:10

➤ Is Tesla quietly developing and building the world’s fastest, most advanced supercomputer? Looking at the details of Tesla’s “Project Dojo”.
➤ TSLA stock continues to set new all-time highs after announcing a 5 for 1 stock split and continued analyst upgrades
➤ Elon Musk provides an updated timeline for “quantum leap” Autopilot update
➤ Is Elon Musk teasing the Plaid powertrain on Twitter?
➤ Tesla is attempting to ramp Powerwall production
➤ Reports indicate Tesla may be ready to test production of their next-generation full-self driving hardware computer chip
➤ Elon Musk tweets about an electric vertical take-off-and-landing (VTOL) supersonic plane

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
Plaid producer Doug Pauly
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 Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 19, 2020
Insurance in China, Stock Split Questions, Model Y Casting, Lucid Air, Tesla Energy/Charging/Talent (08.13.20)
16:07

➤ Tesla has founded an insurance brokerage business in China
➤ Following up on questions about TSLA’s upcoming stock split
➤ Elon Musk tweets about Tesla’s one-piece casting machine for the rear body of the Tesla Model Y
➤ Is Elon Musk teasing the Plaid powertrain on Twitter?
➤ Tesla makes significant change to its destination charging program
➤ Lucid Air gets 517 miles of range in unofficial replication of EPA test
➤ Tesla’s Hornsdale Power Reserve battery pack project achieves impressive results during full charge/discharge power tests
➤ Tesla reportedly informs some Powerwall installers of product shortage
➤ Tesla’s President of Automotive says Giga Texas is happening at full speed
➤ Tesla lists job opening for design center in China
➤ In a survey of questionable validity, Tesla scores well on employee happiness
➤ Tesla Daily will return on Tuesday, August 18th

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 14, 2020
Rob Maurer Presents TSLA Bull Case to Northwestern Master's Students + Q&A (08.12.20)
01:15:34

➤ Rob Maurer presents the bull case for TSLA stock and why the company is not overvalued at its current market cap near $300B
➤ This presentation was given to Northwestern master's program students on August 12, 2020 and was followed by a question and answer session

Timestamps
2:21 Background on Tesla Daily
3:52 Bull case presentation begins
7:16 Tesla's lead in electrification
10:43 Tesla's lead in autonomy
12:53 Tesla's lead in energy
14:30 Is Tesla overvalued?
26:35 Competition has completely given up the market
28:37 Beginning of question and answer section
30:39 Will infrastructure scale fast enough?
33:33 Will people really want to share their vehicles for ridesharing?
36:36 Is Tesla prepared for supply and battery constraints?
40:58 Does The Boring Company come into play for mining?
41:53 Will Tesla's innovation slow down as they enter a higher volume phase?
45:35 Is Tesla's lack of advertising sustainable?
48:03 Who is a legitimate competitor to Tesla?
53:12 Thoughts on Rivian and partnerships?
56:05 How did you feel during the Cybertruck unveiling?
58:20 What are your thoughts on the new Roadster and will you be purchasing one?
1:00:46 Is Tesla's executive turnover a concern?
1:04:29 Do you own a pair of Tesla short shorts?
1:05:00 Any thoughts on TSLA's stock split?
1:06:55 How have you looked at Elon Musk's actions and legal issues the last few years? Do you think he is comparable to Steve Jobs?
1:10:00 What do you think Apple's ambitions in the space are?
1:11:58 What is your backround?
1:13:15 What do you think keeps Elon Musk and Tesla's management team up at night?

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 13, 2020
TSLA Stock Split Analysis (08.11.20)
10:42

➤ Tesla has announced a 5 for 1 stock split on TSLA stock: analyzing the impacts
➤ What happens to TSLA shares in a stock split? What happens to TSLA options in a stock split?
➤ Does the TSLA stock split have anything to do with TSLA getting in to the S&P 500?
➤ Should Tesla have split their stock? Was 5 for 1 the right split?

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 12, 2020
XPeng Preps US IPO, Giga Texas Costs, Giga Shanghai Phase 2 (08.10.20)
15:53

➤ China’s XPeng Motors has filed paperwork with the SEC in preparation for a multi-billion dollar initial public offering on the US stock market under ticker XPEV
➤ Analysis of XPeng’s F-1 filing as well as an overview of their business and products and how they compare to Tesla
➤ Tesla continues rapid expansion of Giga Shanghai
➤ Giga Texas land costs are disclosed, and criticized by some for being too high
➤ Tesla expands software-based braking feature and prepares UI for Tesla vehicle recognition
➤ Bjorn Nyland tests XPeng P7: https://www.youtube.com/watch?v=PNcAZwR9LGE

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer


Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 11, 2020
When Will Tesla Be Added to the S&P 500? (08.08.20)
10:52

PART 1: Will Tesla Stock Keep Going Up? Exploring the Mechanics of S&P 500 Inclusion - https://youtu.be/JN8PNPBkaWc
PART 2: Tesla S&P 500 Inclusion Analysis - https://youtu.be/3v-FFbdd_VM
➤ When will TSLA stock be added to the S&P 500 index? When will the inclusion be announced, and how much time is in between? How often are stocks added to the index, and on what days? And what time?
➤ If there are any remaining questions around S&P 500 inclusion, please let me know

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 09, 2020
RWD Model Y Coming Soon? Plus Tesla Custom Wraps (08.06.20)
05:49

➤ Is the cheaper rear-wheel drive (RWD) long range Tesla Model Y going to be released soon? Tesla starts to reach out to some order holders.
➤ Tesla starts custom vehicle wrapping in China

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 07, 2020
BMW & Other Earnings, SpaceX Starship SN5 Test Flight (08.05.20)
10:15

➤ SpaceX completes successful test flight and landing of Starship SN5, Elon Musk tweets about Mars progress
➤ Comparing TSLA’s second quarter earnings to other automakers as earnings reports continue to come in, including from BMW, Fiat-Chrysler, and Honda
➤ BMW continues to push for Power of Choice flexible vehicle architecture strategy

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 06, 2020
Elon Musk Explains Rivian Lawsuit, Tesla Short/Long Term Goals, Succession Planning, Chair Sells Shares, Ford CEO Retires (08.04.20)
11:08

➤ In a part three of a new interview with Automotive News, Tesla CEO Elon Musk talks about Tesla’s lawsuit of Rivian, his involvement in Tesla, succession planning, short and long term goals, regulatory credits, and more
➤ Part one recap available here: https://youtu.be/IlNUr2ZFVTE
➤ Part two recap available here: https://youtu.be/9NR1fZx_BIY
➤ Link to part three interview: https://www.autonews.com/weekend-drive-podcast/daily-drive-podcast-august-4-2020-one-one-elon-musk-part-3-autopilot
➤ TSLA chairwoman Robyn Denholm sells $39M of TSLA stock
➤ Ford announces CEO change

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 04, 2020
Musk on Cybertruck, Giga Texas, HQ, and Quality, Plus Berlin/China News, FCA Earnings (08.03.20)
16:51

➤ In a part two of a new interview with Automotive News, Tesla CEO Elon Musk talks about the Tesla Cybertruck, Giga Texas, Tesla’s headquarters and next US factory, quality, and future products
➤ Part one recap available here: https://youtu.be/IlNUr2ZFVTE
➤ Link to part two: https://www.autonews.com/weekend-drive-podcast/daily-drive-podcast-august-3-2020-one-one-elon-musk-part-2-third-us-plant
➤ News on Tesla’s Giga Berlin progress
➤ Giga Shanghai July Model 3 production numbers
➤ Quality survey on Shanghai Model 3
➤ Fiat Chrysler reports earnings, discusses regulatory credit purchases
➤ Ford defers government debt payment

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Aug 04, 2020
Elon Musk Talks Tesla Factories, Automation, China, and TSLA Stock (07.31.20)
08:17

➤ In a part one of a new interview with Automotive News, Tesla CEO Elon Musk talks about TSLA's stock price, automotive manufacturing potential, factories, automation, and Tesla's experience in China
➤ Tesla delays shipment of Tesla Short Shorts
➤ Link to full interview: https://www.autonews.com/weekend-drive-podcast/daily-drive-podcast-july-31-2020-elon-musk-one-one-exclusive-tesla-finally

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 31, 2020
Panasonic Talks Energy Density, Comparing Tesla's Q2 to Other Automakers (07.30.20)
12:11

➤ Tech giants Apple, Amazon, Google, and Facebook report strong earnings lifting overall market including TSLA
➤ Panasonic discusses battery energy density, production line enhancements, and cobalt usage with Reuters
➤ Panasonic reports earnings and discusses Giga Nevada production
➤ Comparing Tesla’s second quarter results to other automakers earnings reports as they come in

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 31, 2020
Will Tesla License/Supply? Plus Morgan Stanley Update, 10-Q, Cash Raise, Credit Ratings (07.29.20)
18:07

➤ Elon Musk tweets about the possibility of Tesla licensing and supplying their technology to other automakers. Will Tesla do this? Analyzing the possibilities.
➤ Morgan Stanley increases base case and bull case price targets on TSLA stock
➤ Interesting details from Tesla's 10-Q quarterly filing for their second quarter earnings report
➤ Tesla offers asset-backed security to raise $780M
➤ S&P Global upgrades Tesla's credit and debt ratings
➤ PG&E and Tesla begin construction on massive energy storage project

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 30, 2020
Model 3 Turns Three: Looking Back on a Revolution (07.28.20)
10:18

Article: https://www.thestreet.com/tesla/articles/looking-back-on-a-revolution-tesla-model-3-turns-three

On July 28, 2017—three years ago today—Tesla's decade-long master plan came to fruition when Tesla handed over the first BlueStar, now known as Model 3, vehicles to customers. The goal for BlueStar was clear from the start: drive volume.

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 29, 2020
Giga Berlin, Megapack, Short Interest, Musk NYT Interview, BMW EV Plans (07.27.20)
14:59

➤ Tesla’s Giga Berlin continues to advance rapidly as Brandenburg state official discusses Tesla’s local battery plans: https://www.rbb24.de/studiofrankfurt/wirtschaft/tesla/2020/tesla-gruenheide-batterie-steinbach-musk-wasser.html & https://www.benzinga.com/news/20/07/16770111/teslas-european-battery-production-location-confirmed-by-brandenburg-minister-of-economics-and-energ
➤ Groundbreaking on Tesla Energy / Tesla Megapack project in Nevada
➤ TSLA short selling now sits right around $20B
➤ Elon Musk grants the New York Times another interview: https://www.nytimes.com/2020/07/25/style/elon-musk-maureen-dowd.html
➤ BMW sets new sustainability targets, announces EV plans, and begins converting Munich factory

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 28, 2020
Part II: Q2-20 Earnings Report Recap (07.23.20)
15:21

Part 1: https://youtu.be/X3i_Z9cd7Fg

➤ Tesla Q2 2020 earnings report recap - part two
➤ Summary and takeaways from Tesla's second quarter earnings call and shareholder update
➤ Focus on batteries, autonomy, and manufacturing
➤ Discussion on Tesla Energy and Tesla Insurance

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 24, 2020
Q2-20 Earnings Report Recap (07.22.20)
11:06

➤ Tesla Q2 earnings report recap
➤ For the second quarter, Tesla reported a GAAP profit of $104M, granting the company eligibility for inclusion in the S&P 500 index
➤ Tesla confirms Austin, Texas as location of next gigafactory
➤ Full review of TSLA's financials and the implications of second quarter results

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 23, 2020
Part 2: Exploring S&P 500 Inclusion (07.21.20)
27:55

➤ Part 1: Will Tesla Stock Keep Going Up? Exploring the Mechanics of S&P 500 Inclusion (TSLA) https://youtu.be/JN8PNPBkaWc
➤ Part 2: Continuing to explore the mechanics and implications of a Tesla’s potential inclusion into the massive S&P 500 index specifically focusing on timing, TSLA weighting in the index funds, benchmarking, synthetic funds, options positions, and selection committee variances

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 22, 2020
Q2-20 Tesla Earnings Report Preview (07.20.20)
17:22

➤ Tesla Q2-2020 earnings report consensus estimates, Tesla Daily forecast, and financial preview
➤ FactSet and company compiled consensus estimates for Tesla's second quarter
➤ Analysis of profitability outlook, automotive gross margin, regulatory credits, Model Y, Giga Shanghai, and what to watch for TSLA's 2Q earnings report and earnings call

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 21, 2020
Model Y Test Drives, NY EV Charging, Baird Price Target, Robinhood, and More (07.17.20)
10:22

Tesla solar or vehicle referral slink: https://www.tesla.com/referral/matthew38789

➤ TSLA stock closes the week at $1,500/share heading into earnings next week
➤ NY state announces significant investment into electric vehicle infrastructure
➤ Baird analyst Ben Kallo increases price target on TSLA stock
➤ Further analysis on number of users holding TSLA in Robinhood accounts
➤ Tesla updates solar referral program
➤ Tesla begins offering Model Y test drives — plus analysis on the timing of initial Model 3 test drive offering
➤ Update on the Science Channel’s statement that Tesla is producing 13 millions cells each day at Giga Nevada

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypod...

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 18, 2020
Solar Update, Giga Output, GA4.5, Model Y Interest, Price Targets, Firmware Update (07.16.20)
13:00

➤ Tesla lowers opening price of solar panels again
➤ Science Channel tours Tesla Giga Nevada: https://vimeo.com/438899385
➤ Tesla reportedly prepares to expand Model Y general assembly
➤ Tesla Model Y interest increases after price drops
➤ Credit Suisse, Citi increase TSLA stock price targets
➤ Tesla releases firmware 2020.28.2

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 17, 2020
Musk's Twitter Hacked, Q2 Earnings Call Questions (07.15.20)
10:38

Links to Say questions:
1. https://saytechnologies.com/s/85a92f13
2. https://saytechnologies.com/s/039c0d54
3. https://saytechnologies.com/s/af13e2a4

➤ Elon Musk and other prominent Twitter accounts have been hacked
➤ Discussing questions for Tesla's second quarter earnings call next week
➤ Musk shares a conceptual render of Giga Berlin

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotzi
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 16, 2020
Model Y Long Range Will Surprise, Coronavirus Cases, China Rumors, Giga Texas, BMW iX3 (07.14.20)
13:18

➤ As coronavirus cases continue to rise, California begins increasing restrictions and places Alameda County on monitoring list
➤ Electrek reports on Tesla’s internal coronavirus tracking data
➤ Tesla VP Tao Lin reportedly meets with Chongqing, China officials sparking factory rumors
➤ Travis County approves Tesla’s tax abatement proposal for Giga Texas
➤ BMW announces full details of all-electric iX3 SUV
➤ Tesla increases peak charging rate to 250 kW for Model S and Model X
➤ Analyzing Elon Musk’s announcement that Tesla no longer plans to produce a standard range Model Y, as well as the recent Model Y price reduction

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 15, 2020
Exploring S&P 500 Inclusion (07.13.20)
18:11

➤ Tesla stock is up 50% over the last two weeks as Tesla’s second quarter earnings report approaches — what is behind the move and can TSLA stock keep increasing from here?
➤ Exploring the mechanics and implications of a company’s inclusion into the massive S&P 500 index including timing, how many shares need to be bought by when and by whom, liquidity, and more.
➤ TSLA has a volatile start to the week
➤ Alex Potter of Piper Sandler increases TSLA price target: https://www.thestreet.com/tesla/news/piper-sandler-raises-tsla-price-target-to-2322
➤ Tesla lowers Model Y price and cancels standard range version

#Tesla #TSLA

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 14, 2020
All-Time High as S&P 500 Expectations Rise, Musk Tweets, Short Interest, Margin (07.10.20)
13:43

➤ TSLA stock passes $1,500 per share and closes at an all time high as speculation of possible S&P 500 inclusion ramps up
➤ Tesla announces new dates for the 2020 annual TSLA shareholder meeting and battery day
➤ Elon Musk tweets about updates for Model Y production at Giga Berlin
➤ Del Valle school district approves Tesla's tax proposal for possible Gigafactory in Austin
➤ TSLA short interest for June 30 released
➤ Some brokerages raise TSLA margin requirements (https://www.benzinga.com/trading-ideas/long-ideas/20/07/16588999/why-tesla-margin-requirement-changes-could-be-a-buying-opportunity)
➤ Rivian raises more capital

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 11, 2020
Musk Comments on Tesla Autonomy, Tesla Schedules Q2 Earnings Report (07.09.20)
10:30

➤ Tesla announces date for TSLA Q2-2020 earnings report and earnings call
➤ Elon Musk discusses Tesla autonomy, Giga Shanghai, and Tesla China at the 2020 World Artificial Intelligence Conference

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 10, 2020
China June Numbers, Panasonic CEO on Musk, Goldman Note, Munro Model Y Update (07.08.20)
10:32

➤ Tesla reportedly sells a record number of vehicles in China in June
➤ Panasonic CEO Kazuhiro Tsuga calls Tesla CEO Elon Musk a genius at speaking event
➤ Goldman Sachs increases their price target on TSLA stock
➤ Munro comments on Model Y cost compared to Model 3 after completing Model Y teardown

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 09, 2020
Morgan Stanley Ups TSLA Price Targets (07.07.20)
08:44

➤ Morgan Stanley has increased multiple price targets on TSLA stock in a new note entitled “The Great Re-Rating”
➤ Analysis of the Morgan Stanley’s price targets and how they compare to Tesla’s goals

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 07, 2020
Valuation Increases by $40B+ in TSLA's Biggest Day Ever, Analysts Increase Price Targets, LG Chem Expands (07.06.20)
10:14

➤ Tesla stock finished trading on Monday with a $163/share increase, the biggest increase in Tesla’s history, and continued to rise in after-hours trading, adding more than $40 billion dollars to TSLA’s market cap in a single day
➤ Analysts increase TSLA price targets after Q2 deliveries report
➤ LG Chem reportedly expanding battery production for Tesla

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
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 Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 07, 2020
Short Shorts Released (07.05.20)
04:26

➤ Tesla has added a new product to their merchandise store: Tesla Short Shorts
➤ Elon Musk has joked about releasing the product for the last two years
➤ Does the timing and description of the new product give us incite into Tesla's Q2 earnings report, expected in late July?

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 05, 2020
Q2 Delivery & Production Report (07.02.20)
12:03

➤ Tesla reports second quarter deliveries of 90,650 vehicles, and production of 82,272 vehicles, well ahead of consensus expectations
➤ Deliveries above 90,000 may indicate a profitable quarter for Tesla which would result in eligibility for S&P 500 inclusion
➤ Tesla is likely on track to achieve guidance in 2020 despite a challenging macro environment

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 02, 2020
Q2-2020 Delivery & Production Estimates (06.30.20)
17:13

Video Link: https://youtu.be/07JVDZXASeo

➤ As Tesla's second quarter comes to a close, the company is set to announce Q2 delivery and production numbers in early July
➤ Wall St. consensus estimates near 70,000 deliveries may leave considerable room for Tesla to surprise to the upside, even in the midst of rising expectations
➤ Rob Maurer of Tesla Daily walks through a Tesla Q2 delivery and production estimate including Model Y, Model 3, Model S, and Model X as well as production splits between Giga Shanghai and Tesla's Fremont factory

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jul 01, 2020
Musk Email Suggests Possible Q2 Profitability (06.29.20)
10:23

➤ In a new leaked email, Tesla CEO Elon Musk urges employees to go all out for profitability in Q2
➤ Analysis on Musk’s past leaked emails, how likely Tesla is to achieve profitability in Q2, and the implications of Q2 results including possible S&P 500 index inclusion

#Tesla #TSLA

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 30, 2020
JD Power, Delivery Expectations Rise, Analyst Notes, Musk Tweets, Amazon + Zoox (06.26.20)
16:41

➤ Delivery expectations rise for Tesla as the company heads into the final week of Q2
➤ Deutsche Bank and RBC Capital issue updated notes on TSLA
➤ Elon Musk tweets about Tesla logistics challenges, worldwide Supercharger network usage, and a floating Cybertruck
➤ Analyzing the results of JD Power's 2020 Initial Quality Study and Tesla's lowest score among car brands
➤ California passes new emissions regulations on trucks
➤ Amazon agrees to acquire autonomous driving startup Zoox

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 27, 2020
Million Mile Batteries (06.24.20)
11:26

➤ With one of Tesla's suppliers (Contemporary Amperex Technology Ltd, or CATL) recently announcing an automotive battery capable of more than one million miles, some have wondered if they have stolen Tesla's battery day thunder.

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 25, 2020
Leaked Elon Musk Email, Tesla Firmware 2020.24.6, Texas Giga Hearing, Mercedes & Nvidia Partnership (06.23.20)
13:24

➤ Tesla CEO Elon Musk emails all Tesla employees as the final days of Tesla's second quarter approach
➤ Tesla firmware version 2020.24.6 provides a number of interesting updates to Tesla's fleet
➤ Travis County holds a hearing with Tesla on the proposal for a Texas Gigafactory for Tesla's Cybertruck and Model Y
➤ Australia's renewable energy zones progress
➤ Mercedes and Nvidia partner for autonomous driving technology

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 24, 2020
Battery Day/Shareholder Meeting Rescheduled, Product Updates, JPMorgan Price Target Revisited, Leno Model Y (06.22.20)
13:28

➤ Tesla CEO Elon Musk postpones Tesla's 2020 annual shareholder meeting and tentatively reschedules it to coincide with Tesla's battery day
➤ Musk discusses several product announcements on Twitter including for Autopilot, Model Y, and Tesla's on-screen functionality
➤ Musk comments on TSLA's valuation, the highest of any automaker
➤ Jay Leno reviews the Tesla Model Y on Jay Leno's Garage
➤ California proposal regarding electric trucks

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 23, 2020
Solar Update, JPMorgan Price Target, New Early Access Feature, BMW/Daimler (06.19.20)
07:50

➤ JP Morgan analyst Ryan Brinkman increases price target on TSLA stock
➤ Tesla updates solar panel pricing and power
➤ Update to traffic light and stop sign control rolls out to Early Access program members
➤ BMW announces layoffs and change of strategy with Daimler

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 19, 2020
Possible Texas Factory Details Emerge, Jefferies Price Target Increase (06.18.20)
07:05

➤ Tesla filing with Texas comptroller office discloses location and other details on Tesla's potential factory in Texas
➤ Jefferies significantly increases price target on TSLA stock
➤ greentheonly tweets an update on 100 kWh pack Model 3

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 19, 2020
Media Surprised by Tesla Registrations Despite Shutdown (06.17.20)
06:25

➤ The Wall St. Journal reports on Tesla registration numbers in the US for April and May leading to a spiral of negative headlines on the numbers
➤ TheStreet.com article discussing the news: https://www.thestreet.com/investing/tesla-registration-declines-california
➤ Lyft announces intent to become an all-electric platform by 2030

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 18, 2020
Musk Dismisses Larger Pack, 400+ Mile Model S, Panasonic/Tesla Contract, Model Y QC (06.16.20)
09:19

➤ Elon Musk says a larger battery pack is not in development for the Tesla Model 3 or Model Y
➤ Tesla achieves a 400+ mile range on the Tesla Model S
➤ Tesla files a Form 8-K to report adjustments to their contracts with Panasonic
➤ Electrek reports on early Tesla Model Y quality control issues

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 17, 2020
100 kWh Model 3, Tesla Energy UK, Spanish Auto Stimulus (06.15.20)
11:52

➤ Examining the business case for a 100 kWh Tesla Model 3 based on alleged findings of 100 kWh pack test vehicles
➤ Tesla is granted a license for energy generation in the UK
➤ Spain announces automotive stimulus package
➤ Tesla makes a statement on safety after production restart

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 16, 2020
TSLA Downgraded by Goldman Sachs & Morgan Stanley, Sign Recognition, Solar Roof, Electric F-150 (06.12.20)
09:36

➤ Goldman Sachs and Morgan Stanley maintain low forecasts, downgrade TSLA stock
➤ Tesla appears to have added some additional sign recognition in their firmware
➤ Tesla cancels some Solar Roof orders while continuing Solar Roof hiring
➤ Ford delays electric F-150

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 13, 2020
Most Valuable Automaker as TSLA Hits $1,000 (06.10.20)
05:04

➤ Tesla has achieved two incredible milestones, both on the same day: becoming the world's most valuable automaker and surpassing a $1,000 share price
➤ Reports that Tesla will begin volume production of Tesla Semi
➤ Wedbush increases price target 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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 10, 2020
Rob/Gali: TSLA All-Time High Close, CATL 1 Million Mile Battery, China Numbers, NKLA (06.08.20)
30:30

➤ Rob Maurer and Gali Russell of Hyperchange discuss TSLA's all-time high close, CATL's 1 million mile battery, China May numbers, Tesla's impact report, and NKLA's booming stock
➤ Tesla adds China-made Model Y to design studio

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 08, 2020
Tesla Vans, Model Y Review, Netherlands Incentives (06.05.20)
07:52

➤ Nasdaq sets a new all-time high
➤ Tesla reportedly working with The Boring Company on 12 passenger vans
➤ Wall St. Journal journalist Dan Neil reviews the Tesla Model Y
➤ Netherlands increases EV incentives

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 06, 2020
Germany Increases EV Incentives, Made-in-China Model Y (06.04.20)
08:21

➤ Germany introduces £130B stimulus package with a number of different EV incentives
➤ Tesla adds China-made Model Y to design studio

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 05, 2020
China Superchargers, Dealer Financing, SpaceX Launch (06.03.20)
06:26

➤ Elon Musk takes a break from Twitter, may be in the UK
➤ Tesla plans to aggressively expand the Supercharger network in China
➤ Wells Fargo adjusts lending to car dealerships
➤ SpaceX Demo-2 feedback and upcoming launch
➤ Nikola interview reaction

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 04, 2020
Interview: Nikola Motor CEO Trevor Milton (06.02.20)
01:00:19

Nikola Motor’s CEO and founder, Trevor Milton, joins Rob Maurer to discuss Nikola Corporation’s merger with VectoIQ (VTIQ), Nikola’s strategies, production roadmap, hydrogen vs. battery storage, battery breakthroughs, competition, and Nikola’s lawsuit against Tesla.

0:00 VTIQ / NKLA Nikola merger
4:35 NKLA valuation
9:50 Nikola production roadmap
16:48 Hydrogen vs. batteries
19:53 Hydrogen well-to-wheel efficiency
24:35 Hydrogen storage vs. battery storage
28:52 Hydrogen station costs
30:28 Nikola’s battery technology and alleged battery breakthrough
36:23 Nikola’s service strategy
40:57 Nikola’s short and medium term constraints
44:38 Nikola’s lawsuit against Tesla
53:40 The end of diesel and legacy automakers
56:38 Hydrogen and battery powered aviation

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives and has no position in VTIQ or NKLA and no plans to initiate a position in the next 72 hours.

Jun 03, 2020
Musk/Tesla Boosted by SpaceX, VW Dieselgate Liability, German Auto Subsidies (06.01.20)
07:26

➤ SpaceX successfully launches and docks Crew Dragon Demo-2 mission, causing a spike in interest in Tesla and Elon Musk
➤ US court of appeals ruling may expose Volkswagen to more dieselgate liability
➤ Germany expected to introduce stimulus package supporting automotive sales

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jun 02, 2020
Shareholder Meeting, Advertising, Cybertruck, SpaceX, UK Factory (05.29.20)
13:18

➤ Tesla schedules 2020 annual shareholder meeting
➤ Walking through the proposals which will be put to vote at the meeting
➤ Discussion on Tesla’s marketing and whether or not advertising makes sense
➤ Elon Musk and the Tesla Cybertruck appear on Jay Leno’s garage
➤ Tesla gets a boost in search interest during SpaceX launch countdown
➤ TSLA stock coverage initiated by Daiwa
➤ Tesla reportedly looking for land in the UK

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
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 30, 2020
A Tesla Daily Announcement (05.28.20)
05:35

➤ An announcement regarding the status of Tesla Daily moving forward

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 Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 28, 2020
Price Reductions in US and China (05.27.20)
06:35

➤ Analyzing Tesla’s price reductions in the US and 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

May 27, 2020
50% Growth - Units or Revenue? (05.26.20)
08:15

➤ Elon Musk reiterated a 50% compound annual growth rate target for Tesla on TSLA’s Q1 earnings call, but what exactly was he referring to and what are the implications for Tesla’s business?

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

May 26, 2020
Ackman Courts Musk, V2G Revisited, Musk Bloomberg Interview (05.22.20)
07:41

➤ Stock market is closed on Monday, May 25th
➤ Tesla Cybertruck to appear on Jay Leno’s Garage on Wednesday, May 27th
➤ SpaceX crew Dragon DM2 launch on Wednesday, May 27th
➤ ARK Invest CEO Cathie Wood discusses sales of TSLA stock
➤ Billionaire hedge funder manager Bill Ackman courts Elon Musk for the location of future operations
➤ Tesla emails production employees about returning to work
➤ Elon Musk interview with Bloomberg (https://www.bloomberg.com/news/features/2020-05-22/elon-musk-speaks-frankly-on-coronavirus-spacex-and-rage-tweets)
➤ Fallout Shelter included in Tesla firmware update

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

May 23, 2020
Q2 & Full-Year Delivery & Production Estimates (05.21.20)
14:26

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

May 21, 2020
Vehicle-To-Grid, Tesla/Alameda Lawsuit Resolution, Mazda MX-30 (05.20.20)
10:24

➤ 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

May 21, 2020
EU Considers Massive Electric Vehicle Support (05.19.20)
06:18

➤ 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

May 20, 2020
Fremont/China Production, Panasonic Earnings, Texas Rumors, COVID-19 Vaccine News (05.18.20)
15:00

➤ 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

May 19, 2020
Texas Production Timeline, Battery Day Update (05.15.20)
05:57

➤ 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

May 15, 2020
Battery Rumors, Alameda Details, Long Range Model 3 (05.14.20)
11:09

➤ 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

May 15, 2020
Alameda County Responds, California AG Comments, HR Email (05.13.20)
06:12

➤ 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

May 14, 2020
Trump Supports Reopening, Musk Email, Sheriff's Office/District Comments (05.12.20)
06:48

➤ 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

May 13, 2020
Musk Restarts Production Against County's Wishes, China April Numbers, Deutsche Bank Note, Short Interest (05.11.20)
13:41

➤ 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

May 12, 2020
Musk Threatens Lawsuit, Relocation of Tesla HQ (05.09.20)
06:18

➤ 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

May 09, 2020
Is Tesla Restarting Production in Fremont? (05.08.20)
11:22

➤ 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

May 08, 2020
Musk on Rogan, Production Status, Battery Patent (05.07.20)
15:33

➤ 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

May 08, 2020
BMW Delays, GM Earnings (05.06.20)
06:02

➤ 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

May 06, 2020
Interview: Alex Potter of Piper Sandler (05.05.20)
01:28:38

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

May 06, 2020
TSLA Rebounds, California's Phased Re-Opening, Autobidder, Daimler Software (05.04.20)
10:42

➤ 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

May 05, 2020
Elon Musk Says Tesla Stock Price is Too High (05.01.20)
03:33

➤ 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

May 01, 2020
Analysts Hike TSLA Targets, Deferred Revenue, Einhorn Back Again (04.30.20)
08:29

➤ 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

May 01, 2020
Part 2 - Q1 Earnings Recap (04.29.20)
15:08

➤ 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

Apr 30, 2020
Q1 Earnings Recap - Part 1 (04.29.20)
11:26

➤ 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

Apr 30, 2020
Ford is Losing Billions & Cutting EV Plans, Falling Further Behind Tesla (04.28.20)
07:12

➤ 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

Apr 29, 2020
Q1 Earnings Preview - Estimates & What to Watch (04.27.20)
18:12

➤ 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

Apr 28, 2020
New Autopilot Functionality, Baird Note, Mitsubishi Warning (04.24.20)
13:13

➤ 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

Apr 25, 2020
Q1 Earnings Questions, New Board Member, China NEV Subsidies, Audi Copies Tesla (04.23.20)
12:21

➤ 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

Apr 23, 2020
TSLA Downgraded by Bank of America, Automakers Aligning on Production Restarts, China NEVs (04.22.20)
06:42

➤ 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

Apr 22, 2020
Karpathy on AI for FSD (04.21.20)
05:22

➤ 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

Apr 21, 2020
Negative Oil Prices, Tesla Impact, Cybertruck Redesign (04.20.20)
08:04

➤ 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

Apr 21, 2020
Legacy Automaker Valuations Are Being Eaten by Tesla (04.17.20)
11:28

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

Apr 18, 2020
TSLA Rises as Market Positivity Increases, Autopilot Progress, Elon Musk Tweets (04.16.20)
08:21

➤ 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

Apr 17, 2020
Rob Maurer & Sean Mitchell Tesla Status Check (04.15.20)
22:57

➤ 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

Apr 16, 2020
Goldman Sachs & Credit Suisse TSLA Notes, Musk/Munro Interview, China Registrations (04.14.20)
12:49

➤ 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

Apr 15, 2020
TSLA Outperforms, China Long-Range Model 3 Released (04.13.20)
08:30

➤ 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

Apr 13, 2020
Giga Shanghai March Production, KBB Brand Awards, Elon Tweets, Short Interest (04.09.20)
10:29

➤ 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

Apr 10, 2020
Resumed US Production Target, Q2 & Full-Year Outlook (04.08.20)
13:16

➤ 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

Apr 09, 2020
Waymo Vs. Tesla (Employee Perspective), China LR Model 3 (04.07.20)
10:30

➤ 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

Apr 08, 2020
Ventilator Design, Markets Rally, Dashcam/Sentry Updates, Jefferies Note (04.06.20)
07:45

- 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: tesladailypodcast@gmail.com
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

Apr 07, 2020
Sandy Munro Model Y Teardown Recap, TSLA Stock Slips (04.03.20)
09:02

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

Apr 03, 2020
Q1 Delivery/Production Report Discussion (04.02.20)
11:05

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: tesladailypodcast@gmail.com
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

Apr 03, 2020
Q1 & Future Tesla Outlook w/ Gali Russell of HyperChange (04.01.20)
39:13

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: tesladailypodcast@gmail.com
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

Apr 02, 2020
Q1 Delivery Estimates, Preview, and Wild Cards (03.31.20)
16:11

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

 

Apr 01, 2020
Fremont Shelter-In-Place to Be Extended, Tesla Reopens Wuhan Store, TSLA & Stock Market Week Ahead (03.30.20)
07:55

➤ 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

Mar 31, 2020
Gigafactory Nevada Workforce Reduction, Gigafactory Shanghai Production, Tesla/GM Ventilators, Analyst Updates (03.27.20)
14:47

➤ 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

 

Mar 28, 2020
Furloughs in Norway, Stop Sign & Stop Light Autopilot, Jobs Report (03.26.20)
07:36

- 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: tesladailypodcast@gmail.com
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

Mar 26, 2020
Gigafactory NY to Reopen For Ventilators, $2T+ Stimulus Passes Senate Vote (03.25.20)
08:27

- 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: tesladailypodcast@gmail.com
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

Mar 26, 2020
Economic Indicators, Model Y Review, Updated TSLA Short Interest (03.24.20)
07:39

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: tesladailypodcast@gmail.com
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

Mar 25, 2020
$41,000 Model Y, Heat Pump/Casting, VINS, Macro Check In (03.23.20)
16:11

- 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: tesladailypodcast@gmail.com
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

Mar 24, 2020
Panasonic Halting Operations at Gigafactory Nevada, States Locking Down (03.20.20)
10:22

- 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: tesladailypodcast@gmail.com
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

Mar 21, 2020
Production Suspended at Fremont and Gigafactory Buffalo (03.19.20)
06:51

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: tesladailypodcast@gmail.com
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

Mar 20, 2020
Nasdaq Records Worst Drop Ever, San Francisco Goes on Lockdown, Other Updates (03.16.20)
12:32

- 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: tesladailypodcast@gmail.com
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

Mar 17, 2020
TSLA Continues Falling, First Model Y Deliveries Scheduled, UK Tax Change, Morgan Stanley Update (03.12.20)
12:01

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: tesladailypodcast@gmail.com
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

Mar 13, 2020
Coronavirus Declared a Pandemic, Pressuring TSLA & Stock Markets (03.11.20)
12:46

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

 

Mar 12, 2020
Cybertruck Gigafactory Location Analysis, Updated Short Interest (03.10.20)
10:41

- Elon tweets about a Cybertruck Gigafactory, analysis on the most likely locations
- Updated TSLA short interest for the February 28th reporting date

Links:
Email: tesladailypodcast@gmail.com
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

Mar 11, 2020
Tesla's 1,000,000th Vehicle & What It Means for Q1 (03.09.20)
05:29

Elon Musk just tweeted that Tesla has produced its 1,000,000th vehicle. In today's episode, we take a look at this incredible milestone for Tesla, and what it might imply regarding current production rates and Q1 production in total, as well as the potential implication for 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

 

Mar 10, 2020
Coronavirus, Y VINs, LR China Model 3, UBS Survey (03.06.20)
10:19

- Discussion on current state of coronavirus and Elon's tweet on the subject
- Checking in on Model Y VINs
- LR Model 3 approved for production in China
- UBS survey on electric vehicles on Tesla's lineup

Links:
Email: tesladailypodcast@gmail.com
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

Mar 07, 2020
Model Y VINs Assigned, Order Processing, Michigan Service (03.05.20)
06:21

- Tesla begins assigning the first VINs for Model Y customers
- Model Y order processing walkthrough
- Michigan Tesla service update

Links:
Email: tesladailypodcast@gmail.com
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

Mar 06, 2020
GM's EV Day, Comparisons with Tesla, Other Tesla Notes (03.04.20)
10:22

- Recap of General Motors' EV Day for investors and media and how it compares to Tesla
- A couple notes on Tesla autonomy

Links:
Email: tesladailypodcast@gmail.com
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

Mar 05, 2020
Street-High Price Target, Fed Cuts Rates, China HW3 Issues, BMW i4 (03.03.20)
12:00

- Tesla stock (TSLA) has a new street-high price target from JMP Securities
- Federal Reserve lowers interest rates in first "emergency cut" since 2008
- Tesla faces hardware 3.0 issues with Gigafactory Shanghai made Model 3s
- BMW unveils BMW i4 electric vehicle concept, sharing some specs and other details

Links:
Email: tesladailypodcast@gmail.com
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

Mar 04, 2020
Model 3 Track Package, MCU Upgrades, GigaBerlin/Model Y Updates (03.02.20)
10:11

- Discussion on TSLA stock and macro-environment
- Model Y updates
- Model 3 Track Package and Track Mode updates
- MCU upgrades
- Gigafactory Berlin groundbreaking update
- Waymo raises capital
- GM electric vehicle day

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rish Singh
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

Mar 03, 2020
Analyst Interview: Pierre Ferragu of New Street Research (02.28.20)
46:01

Pierre Ferragu of New Street Research has been one of the more bullish analysts covering TSLA stock over the last couple years, most recently posting a street-high (at the time) price target of $800 per share for TSLA stock. In this interview, Pierre joins Rob Maurer of the Tesla Daily Podcast for a discussion on Tesla's position in the automotive market, TSLA's stock price, institutional investor sentiment, autonomy, competition, and risks/opportunities for the stock and company.

Recorded Wednesday, February 19th, 2020.

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

Ludicrous producer Vincent Smith
Executive producer Rish Singh
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

Feb 29, 2020
Coronavirus Pressures Stocks, Model Y Updates, Panasonic/Tesla, GF4 & Short Interest Updates (02.27.20)
12:24

- Discussion on the impact of coronavirus on the stock market and TSLA
- More Model Y delivery invitations go out
- Panasonic ends partnership at Gigafactory Buffalo
- Gigafactory Berlin update
- Updated short interest for February 14th

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rish Singh
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

Feb 28, 2020
Interview: Ihor Dusaniwsky on TSLA Short Selling (02.26.20)
42:30

YouTube Link: https://youtu.be/JcPMqxA2vrU

Ihor Dusaniwsky, Managing Director of Predictive Analytics at S3 Partners, joins Rob Maurer to discuss TSLA short selling. Have we seen a TSLA short squeeze? Are short sellers manipulating Tesla stock? Why isn't there more transparency in the stock market around short selling? How can you prevent your shares from being lent to short sellers? Are all short sellers betting against TSLA?

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rish Singh
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

Feb 27, 2020
First Tesla Model Y Deliveries Scheduled, What Does it Mean for Production? (02.25.20)
11:35

Tesla begins scheduling Tesla Model Y deliveries for March 15th! What does this mean for production and what have we learned for Tesla's deliveries in 2020? How will this news effect TSLA stock in the short and medium terms? Will Model Y ramp faster than the Tesla Model 3? What about Gigafactory Shanghai?

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rish Singh
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

Feb 25, 2020
Guest Appearance on Hyperchange - TSLA Valuation, Licensing, & More (02.24.20)
37:53

In today's episode, I join Gali on Hyperchange to discuss our thoughts on Tesla over the last few weeks and where things are heading from here. Video is available on YouTube at: https://youtu.be/EyPyN_GJsXg

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rish Singh
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

Feb 24, 2020
Analyst Interview: Dan Galves of Wolfe Research (02.23.20)
52:52

YouTube link: https://youtu.be/cQ61E7cpWAc

Dan Galves, Director of Automotive Equity Research at Wolfe Research, has been covering TSLA since its initial public stock offering in 2010. In this interview, Dan joins Rob Maurer of the Tesla Daily Podcast for a discussion on Tesla's position in the automotive market, TSLA's surging stock price, institutional investor sentiment, autonomy, competition, and risks/opportunities for the stock and company.

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rish Singh
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

Feb 23, 2020
S/X Range Increase, Model 3 Software Option, GM Closings, Renault, Taycan, Apple (02.17.20)
13:33

Tesla announces increased range for the Tesla Model S and the Tesla Model X for the second time in the last year. Interestingly, the most recent Tesla Model X increase is much more significant than the Tesla Model S increase. Discussion on the update, EPA ratings, underselling, strategy, and impact to TSLA including demand.

Plus:
➤ New Model S wheels
➤ More Tesla Model 3 software options
➤ General Motors announces production cuts in some locations
➤ Renault significantly cuts dividend
➤ Porsche's first fire from the Porsche Taycan
➤ Bill Gates discusses Porsche Taycan
➤ Apple reduces Q1 guidance

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 18, 2020
Nissan Cuts Profit Forecast/Dividend, Tesla Begins Clearing Land for Gigafactory Berlin (02.14.20)
05:15

- Tesla updates prospectus for capital raise
- Nissan stock falls on poor earnings, guidance reduction
- Model 3 earns IIHS honors
- Gigafactory Berlin land clearing begins
- Boring Company makes progress in Las Vegas

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 15, 2020
$2B+ Capital Raise: Everything We Need to Know (02.13.20)
11:28

Tesla announces intent to raise more than $2B in capital in a common stock offering despite denying any desire to raise capital just a couple weeks ago. Here is everything investors should know, pros and cons, how it impacts TSLA and the company moving forward.

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 14, 2020
Model 3 China Production, Updated Short Interest, Voluntary Model X Recall, German EV Incentives (02.12.20)
06:37

- Tesla issues voluntary recall for some Model X vehicles
- Report on January made-in-China Model 3 production
- Updated short interest for the January 31st settlement date
- German EV incentive update
- Battery acquisition speculation by HyperChange (Link)

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 13, 2020
Mercedes-Benz is Struggling; Reduces Dividend, Comments on Electrification, Plus Tesla Updates (02.11.20)
10:32

- Daimler reports Q4 and full-year 2019 earnings
- Taking a look at the financials and comments on EVs made in the investor update and earnings call
- Contrasting Tesla with Daimler and a quick update

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 12, 2020
Giga Shanghai/Buffalo Updates, Tesla Company Day, Air Suspension, Jaguar/Daimler (02.10.20)
10:56

- Gigafactory Shanghai resumes activity
- Local update on Gigafactory Buffalo
- Elon tweets about a Tesla event in April
- Air suspension rumors for Model 3/Y
- Jaguar I-PACE production update
- Daimler workforce update

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 11, 2020
Matt Joyce & Rob Maurer Discuss 2020 Outlook, Trading Strategies, Options, Model Y, and More (02.07.20)
43:00

Matt Joyce and Rob Maurer discuss the latest developments for Tesla and outlook for 2020. Topics include:

➤ TSLA trading strategies, options trading, and margin
➤ Matt's investment history
➤ Reaction to Tesla's fantastic Q4
➤ 2020 Q1 and full year expectations, risks, and upside
➤ Short selling and stock price manipulation
➤ Tesla Model Y increased efficiency
➤ Gigafactory Texas
➤ Batching and unwinding the quarterly delivery wave

➤ Follow Toom on Instagram @toomdips and tag 3 friends for a chance to win some Toom!
➤ Follow Rob on Instagram @tesladailypodcast

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives
Disclosure: Matt Joyce is long TSLA stock

Feb 09, 2020
Fastest Growing Brand in the World: Interview with Brand Finance
24:20

Brand Finance values over 5000 brands each year across all sectors and geographies. In their recently published 2020 annual brand report, Tesla was ranked as the fastest growing brand in the world. Today's conversation is with Brand Finance's Technical Director, Alex Haigh, about the strength of Tesla's brand, valuation methodology, brand value of other automakers, and the impact of Elon Musk and Cybertruck on Tesla's brand.

2020 Brand Finance Annual Report: https://brandfinance.com/knowledge-centre/reports/brand-finance-global-500-2020/

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 06, 2020
Texas Gigafactory, TSLA Drops 17% (02.05.20)
06:56

- TSLA stock cools off in a dramatic fashion
- Elon Musk tweets about a Texas Gigafactory; discussion on the prospects for a Tesla factory in Texas

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 06, 2020
TSLA Hits Another All-Time High on Weird Trading, Ron Baron Discusses Tesla, Investors Adjust Positions, Ford Earnings (02.04.20)
12:04

- TSLA stock hits another all-time high
- Long-time Tesla investor Ron Baron discusses Tesla stock at length on CNBC (https://youtu.be/R5QJlTMADGQ)
- Baillie Gifford filing discloses change in TSLA ownership stake
- Saudi Arabia's Public Investment Fund adjusts TSLA position
- New Street Research changes rating on TSLA stock
- Ford plummets after Q4 earning report
- Tesla provides update on workplace safety during 2019

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 05, 2020
TSLA Stock to $780, Panasonic Turns Profitable at Gigafactory Nevada (02.03.20)
11:25

- TSLA stock up nearly 20% and $130, discussion on what's going on and what to do from here
- Panasonic turns profitable at Gigafactory Nevada
- CATL signs supplier agreement with Tesla
- Argus Research increases price target on TSLA

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 04, 2020
Third Row Elon Interview Highlights, ARK $7k Price Target (01.31.20)
11:41

- ARK Invest updates research on TSLA with new price targets (Link)
- Model S Plaid in Motor Trend next week
- Highlights from part two of the Elon Musk interview with Third Row (autonomy, batteries, difficulty in starting a new car company, international production)

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 01, 2020
All Analyst Reactions to Q4 Earnings Report (01.30.20)
11:26

- Earnings reactions and price target updates from 15 TSLA analysts and a jumping-off point for discussion on TSLA outlook

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 31, 2020
Q4-19 Tesla Earnings Report Review (01.29.20)
25:42

- Detailed discussion on Tesla's Q4-19 earnings report and investor call. Key takeaways and what it means for Tesla going forward. 
- Youtube link: https://youtu.be/zvui_wjmC1I

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 30, 2020
5 Things I'm Watching for in Tesla's Q4 Earnings Report (01.28.20)
12:38

- Discussion on the five most important things I will be looking for in Tesla's Q4 earnings report and investor call on Wednesday, Jan 29th.

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 29, 2020
Q4 Consensus & Expectations, Updated Short Interest, Coronavirus (01.27.20)
11:31

- Quick discussion on coronavirus and the impact to Tesla and the auto market
- Updated short interest for the 01/15/20 settlement date
- FactSet consensus estimates for Q4 and full-year 2020
- Some expectations for the earnings report later this week

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 28, 2020
Senator Pushes For Autopilot Changes, VW CEO Comments on Tesla/EVs (01.24.20)
09:36

- Massachusetts Senator Ed Markey continues to push Tesla for changes to Autopilot
- VW CEO Herbert Diess comments on EVs and competition with Tesla

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 25, 2020
BMW is Hopeless, Other Automaker Comments, Q4 Questions, Analyst Updates (01.23.20)
18:24

- BMW board member Klaus Froehlich comments on EVs
- Daimler blames struggling EV production on Tesla
- Subaru CEO comments on EVs
- Former Nissan CEO, Carlos Ghosn, comments on Nissan's outlook
- Q4 earnings report question submission is open, vote for my question, or others, here: https://saytechnologies.com/s/579319a5
- Analyst updates from UBS and Exane BNP Paribas

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 24, 2020
TSLA Stock, Trump on Musk, Third Row Interview Highlights, Unintended Acceleration, Tesla/Michigan (01.22.20)
12:09

- Is this a TSLA short squeeze?
- New Street Research and Wedbush Securities raise their TSLA stock price targets
- Trump comments on Elon Musk and Tesla
- Tesla responds on sudden unintended acceleration NHTSA petition, as does the short-seller who brought the petition
- Highlights from Elon Musk’s interview on the Third Row Tesla podcast
- Tesla reaches a settlement agreement with Michigan

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 23, 2020
Model Y Delivery Timeline: Everything We Know (01.21.20)
14:40

- Analysis of all available information and rumors to determine best expectations for the beginning of Model Y deliveries
- Lots of charts in this one, video available at https://youtu.be/tjuKbRtZb4Q

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 22, 2020
China December Registrations, NHTSA Petition, Baillie Gifford Comments (01.17.20)
10:58

- Tesla schedules Q4 earnings report
- China December registrations report
- NHTSA petitioned to investigate unintended acceleration
- Elon Musk tweets about Sandy Munro
- Baillie Gifford fund manager James Anderson comments on TSLA and Elon Musk

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 18, 2020
Adam Jonas Increases TSLA Price Target & Lowers Rating, VW CEO Comments on Diff
12:10

- Discussion on the latest TSLA investor note from Adam Jonas of Morgan Stanley
- Volkswagen CEO Herbert Diess comments on Volkswagen’s difficult road ahead

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 17, 2020
Model Y VINs & CARB Certification, Solar Roof Hiring, Black Rock Investor Update (01.15.20)
12:10

- Tesla Model Y vehicle identification numbers are now searchable from NHTSA
- California Air and Resources Board publishes zero-emission vehicle credit certification for Tesla Model Y
- TSLA stock price-targets increased by Deutsche Bank and Jefferies
- Tesla expands hiring for the Tesla Solarglass Roof
- Tesla solicits feedback for China-designed Tesla
- Bloomberg reports on direct negotiations between Tesla and a cobalt supplier for Gigafactory Shangai
- Blackrock publishes investor note highlighting importance of sustainability in investing

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 16, 2020
Elon Musk’s Compensation Plan Explained (01.14.20)
12:54

YouTube Link: https://youtu.be/XfHWl_Lhf5o

As Tesla stock approaches a $100-billion dollar market-cap, Elon Musk's compensation plan is back in the news. Here is a full breakdown of exactly what Elon Musk and Tesla need to accomplish for Elon to get paid, and how Musk's compensation impacts Elon and Tesla.

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 15, 2020
TSLA Breaks $500, Oppenheimer Upgrade, FSD “Soon”, China Subsidies, Updated Short Interest (01.13.20)
14:07

- Discussion on TSLA stock breaking $500 
- Oppenheimer publishes huge increase to TSLA price target
- Baird increases price target, lowers rating
- Elon tweets about full-self driving, talking Teslas
- China minister discusses NEV subsidies
- Updated short interest for the 12/31/19 settlement date

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 14, 2020
Ten Reasons Tesla Stock Is Crushing It (01.09.20)
22:53

Two things:
1. This episode is best viewed with video at https://youtu.be/hXuch9WbKyI
2. I am traveling the rest of the week and will be back to the podcast on Monday 01/13, have a great weekend!

Tesla (TSLA) stock has been on a tear, up 178% over the last seven months, and doubling in the last 90 days to become the most valuable American automaker in history. Today’s episode takes a look at the ten factors that have led to such a strong reversal, as well as a look at what ISN’T pushing the stock up, and where TSLA goes from here.

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 09, 2020
Iran Conflict, Analyst Upgrades (01.07.20)
11:02

- Iran attacks base in Iraq sheltering US troops
- Credit Suisse and Argus Research issue new price targets on TSLA stock

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 08, 2020
Made-In-China Model Y Program Begins, Model 3 China Delivery Event, State Credits, Tesla Subreddit (01.06.29)
10:10

- Tesla begins Model Y program at Gigafactory Shanghai
- Tesla delivers first made-in-China Model 3s to non-employee customers
- Elon Musk discusses China plans
- New Jersey and Massachusetts EV credit updates
- Tesla subreddit hits another milestone
- SpaceX launch

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 07, 2020
Q4 2019 Delivery Report (01.03.20)
12:52

- Tesla reports production and delivery numbers for Q4-2019, including an update on Gigafactory Shanghai production
- Tesla lowers price of made-in-China Model 3

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 03, 2020
Canaccord Upgrade, China Delivery Event (01.02.19)
06:57

- Canaccord Genuity raises price target on TSLA
- Delivery event reportedly scheduled for Gigafactory Shanghai non-employee customers
- Elon Musk may have hinted at Gigafactory Shanghai production rate
- Quick discussion on Q1 potential

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 03, 2020
Last Check on Europe Registrations, More China Commentary, Delivery Report Timing, More Awards (12.31.19)
11:37

- Last check on Netherlands, Norway, and Spain registrations
- More comments emerge from Tesla’s China management
- Projected timing for delivery and production report
- Tesla closes the year with a couple more awards
- First video podcast! Happy New Year!

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 01, 2020
China Deliveries Begin, Q4 Delivery Estimates, Leaked Elon Email, Panasonic Comments on Battery Production (12.30.19)
19:50

- Tesla begins made-in-China Model 3 deliveries with special handover event at Gigafactory Shanghai
- Discussing Q4 delivery estimates with a new note from Cowen out today, as well as FactSet consensus estimates and likelihood of a beat or miss
- Tesla reportedly informs some customers they will be unable to take delivery before end-of-year
- Leaked Elon Musk email discusses TSLA stock price
- Panasonic executive comments on Gigafactory 1 production
- Car & Driver gives an unfortunate update on their long-term Model 3 test

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 31, 2019
Made-In-China Model 3 Delivery Event, Cybertruck Featured in Music Video (12.27.19)
11:49

- Tesla schedules event for first deliveries of made-in-China Model 3s
- Tesla granted purchase tax exemption for made-in-China Model 3
- Cybertruck, ATV featured in music video

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 28, 2019
Wedbush Increases TSLA Price Target, Updated Short Interest, Elon Software Tweets (12.26.19)
12:07

- Wedbush Securities raises price target on TSLA stock
- Updated short interest for the 12/13 settlement date
- Elon discuss software capability in a series of tweets
- Possible update on Tesla made-in-China Model 3 delivery timeline

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 27, 2019
FSD Visualization, $1.4B Debt Facility, Rivian Capital Raise (12.23.19)
13:31

- Firmware 2019.40.50, including new visualizations, begins rolling out to early access members
- Tesla secures $1.4B debt facility in China
- Rivian completes another capital raise
- BMW reportedly under SEC investigation

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 24, 2019
International Registrations, Gigafactory 4 Land, Tencent Partnership, Model 3 Code (12.20.19)
15:57

- Looking at quarter-to-date vehicle registrations in China and Europe
- Gigafactory 4 land agreement
- Tencent partners with Tesla on upcoming software update
- Interesting things tucked away in Model 3 code
- Mercedes may be cutting back on AMG lineup

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 21, 2019
Matt Joyce - FSD, Competition, Powertrain Longevity, Cybertruck (12.19.19)
01:53:19

Matt Joyce joins the podcast to discuss the latest on Tesla: autonomy, competition, international markets, powertrain advantages, vehicle lineup, and more.

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 20, 2019
TSLA All-Time High, Acceleration Boost, EOQ Push, Cybertruck Tweets (12.18.19)
13:09

- Tesla stock hits new all-time highs
- Tesla releases "Acceleration Boost" option
- Leaked email about end-of-quarter delivery volunteer needs
- Elon clarifies some Cybertruck features on Twitter

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 19, 2019
Emails on Autopilot in Europe (12.17.19)
04:24

- Tesla emails some European owners on about Autopilot functionality

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 18, 2019
EV Tax Credit, Conflicted Analysts, Tariff Update (12.16.19)
15:33

- Update on "phase one" tariff agreement between the US and China
- Credit Suisse and Wedbush Securities comment on Tesla stock
- Updates on the possibility of a federal EV tax credit extension in the United States

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 17, 2019
Model 3 Price Increases, Deutsche Bank Meets With Tesla (12.13.19)
19:20

- Tesla increases base price on some Model 3 variants in the US
- Deutsche Bank meets with Tesla and shares interesting details in investor note

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 14, 2019
Interview: Alex Potter of Piper Jaffray (12.11.19)
01:20:54

Alex Potter, analyst at Piper Jaffray, and Rob Maurer discuss Tesla's valuation, China potential, competition, risks, and investor theses.

Youtube link, including detailed disclosures: https://youtu.be/z9k3ppSk0oA

1:06 - Introduction
3:33 - How long has Alex been bullish?
5:12 - Product diligence
6:07 - Why has Alex become more bullish?
10:05 - How high can market share go?
10:58 - Bear/bull theses
14:15 - Tesla in China
42:52 - Competition
52:38 - EV profitability
53:45 - EV credits/regulations
1:02:01 - Tesla’s updside
1:03:30 - Demand
1:07:10 - Price target
1:09:55 - Tesla Energy
1:11:44 - Autonomy
1:17:05 - Talent

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 13, 2019
Porsche Taycan EPA Range (12.11.19)
07:27

- Discussing the Porsche Taycan's recently released EPA range rating

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 12, 2019
Updated Short Interest, $400 Price Target, Alaska Energy Project (12.10.19)
06:21

- USMCA gains support from Democrats
- TSLA price target raised by Exane BNP Paribas
- Updated TSLA short interest for the 11/29 settlement date
- New Tesla Energy project in Alaska
- Latest Gigafactory Shanghai news

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 11, 2019
China's New Energy Vehicle Policies, Giga-Shanghai Rumors, Premium Connectivity, AP Accident (12.09.19)
25:24

- Deep-dive on China New Energy Vehicle policies, starts at 12:41
- Tesla crash in Connecticut
- Premium connectivity
- Gigafactory Shanghai rumors and progress
- EU commission, ATV, Cybertruck, UBS, Volkswagen plea

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 10, 2019
Made-In-China Model 3 News, Cybertruck Timelines Adjusted, Musk Wins Trial (12.06.19)
13:13

- Discussion of possible news on made-in-China Model 3
- Tesla adjusts production timelines for some Cybertruck variants
- Unsworth v Musk civil trial concludes
- Model 3 earns another prestigious award

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 07, 2019
Jonas "Bull Case", Firmware 2019.40.2, More Solar Roof News, GM & LG Battery Factory (12.05.19)
15:10

- Adam Jonas of Morgan Stanley updates his "bull case" for TSLA
- Firmware 2019.40.2 released with some new features
- More news on Tesla's V3 Solarglass Roof
- Quick update on the Unsworth v Musk civil trial
- I-PACE gets a significant software update
- GM/LG Chem partner on US battery factory

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 06, 2019
Q4 Priorities, Trial Update, Model 3/X/Y News, Citigroup Price Target (12.04.19)
15:12

- Citigroup updates price target for TSLA stock
- Elon Musk testifies for the second day in a row in the Unsworth v Musk civil trial
- Electrek reports on internal email discussing Q4 end-of-quarter priorities
- Model X gets a 5-star safety rating from the Euro NCAP
- Model 3 wins yet another car-of-the-year award
- Consumer Reports gives Model Y a 2/5 predicted reliability score

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 05, 2019
Musk Trial, Deutsche Bank on Model Y, China NEV Adoption, Lego Cybertruck (12.03.19)
10:34

- Deutsche Bank issues updated note discussing Model Y production
- China discussion on new-energy vehicles
- Cybertruck submitted to Lego Ideas (Link)
- Elon Musk testifies in Unsworth v Musk civil trial
- Larry Page steps down as CEO of Alphabet

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 03, 2019
Solar Roof Hiring, China Rumors, Snow Summon, Construction Zone Autopilot (12.02.19)
08:11

- Rumors on made-in-China Model 3 and China incentives
- Tesla posts Solar Roof job events
- Smart Summon in the snow (Link)
- Autopilot avoids construction barrel (Link)
- Tesla Daily podcast now available on YouTube (Link)

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 03, 2019
Firmware Update, 1M Kilometer Model S, Subreddit Growth, Upcoming Musk Trial (11.29.19)
10:50

- Firmware 2019.40.1.1 begins rolling out with some new features
- Model S in Germany hits 1M kilometers
- Tesla subreddit sees huge growth after Cybertruck unveiling
- Gigafactory 4 update
- Upcoming Elon Musk trial

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 30, 2019
Model Y Rumors, Panasonic Talks Giga-Shanghai, Updated Short Interest (11.27.19)
12:13

- Examining some Model Y supply chain rumors
- Panasonic CEO comments on Gigafactory Shanghai
- Fremont power outage
- Updated short interest
- Model 3 wins yet another car of the year award
- Happy Thanksgiving! Podcast returns Friday, 11/29

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 28, 2019
Long-Term Progress, Order Deposit Update, Ford/Toyota VPs Making Statements (11.26.19)
10:40

- A look back at the progress Tesla has made over ten years by comparing the Cybertruck with the 2012 Model S
- Cybertruck order deposit update
- Ford VP challenges Tesla
- Model 3 takes home another award
- Toyota VP makes absurd comments on EVs

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 27, 2019
Cybertruck Virality, Orders, and Design Decisions (11.25.19)
12:41

- Further discussion on Tesla's Cybertruck including the design decisions Tesla made, reactions and online exposure, and the number of orders received so far

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 26, 2019
Cybertruck Review With HyperChange and Matt Joyce (11.22.19)
56:38

- Full review of everything Cybertruck with Gali Russell and Matt Joyce

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 23, 2019
Cybertruck Preview, S/X Standard Range (11.20.19)
11:56

- Everything we know so far about Tesla's Cybertruck
- Reports of fire at Supercharger station
- Elon comments on Chanos' short
- EPA ratings show up for 2020 standard range Model S/X

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 21, 2019
EV Credits, States vs. EPA, Model 3 Award, Mach-E Production, Taycan Delays (11.19.19)
14:05

- New EV incentives being discussed in the US House of Representatives
- California pushes back on emissions standards and automakers
- Model 3 takes home a different car of the year award
- MotorTrend ranks top 50 "key players" in the auto industry
- Model 3 in China, Mach-E production targets, Taycan delays

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 20, 2019
Pros/Cons of EV Entrants, Mustang Mach-E, GF4 Update, Tesla Energy News (11.18.19)
21:53

- Discussion on the pros and cons of competing EVs
- Ford Mustang Mach-E unveiled, comparison to the Tesla Model Y
- Gigafactory 4 update
- News on Tesla's South Australian battery project

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 19, 2019
Interview: Consumer Reports Director of Auto Testing, Jake Fisher - Part 2 (11.15.19)
31:17

- Consumer Reports Director of Auto Testing, Jake Fisher, joins the podcast to discuss Tesla reliability scores, among other topics
- News on Gigafactory Shanghai, Germany pricing, and the Ford Mustang Mach-E

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 16, 2019
CYBRTRK, Consumer Reports Changes Recommendation Status, Tesla Energy Projects , Credit Suisse on TSLA (11.14.19)
12:30

- Consumer Reports changes their recommendation status on Model 3 and Model S
- Cybertruck (CYBRTRK) logo surfaces, event invitations sent out
- News on two Tesla Energy projects
- Credit Suisse discusses TSLA price target
- Misreported Gigafactory Shanghai production rumors

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 15, 2019
Details Emerge on Gigafactory Europe, Gigafactory Shanghai Approvals, Model 3 Updates (11.13.19)
16:01

- Gigafactory Shanghai granted further manufacturing approval
- More details emerge on Gigafactory Europe (Link)
- Model 3 announced as finalist for MotorTrend's 2020 Car of the Year
- Model 3 0-60 tested after recent power update
- Honda CEO comments on EVs

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 14, 2019
Gigafactory 4 Location, Model 3 Award, Model 3 Owners Survey Part 4, Elon on AI Podcast (11.12.19)
09:35

- Elon Musk announces location of Gigafactory 4
- Model 3 wins prestigious award in Germany
- Bloomberg publishes part four of their Model 3 owners survey
- Elon Musk returns to the Artificial Intelligence podcast (Link)

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 12, 2019
Record Change in Short Interest, Karpathy Talks Autopilot (11.11.19)
09:51

- Updated TSLA short interest for the 10/31 settlement date
- Jefferies increases price target
- Andrej Karpathy discusses Autopilot and neural networks in presentation at development conference (Link)
- SpaceX successful mission

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 12, 2019
Treelon vs. Mr. Unicorn (11.08.19)
16:26

- Elon Musk and TSLA short-seller David Einhorn exchange open letters

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 09, 2019
First Review Of Made-In-China Model 3, Tesla’s CRM Software, Model 3 Efficiency (11.07.19)
08:24

– First reviews of made-in-China Model 3
– Report on Tesla’s internal CRM software
– Model 3 efficiency
– Elon makes some interesting moves on Twitter

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post First Review Of Made-In-China Model 3, Tesla’s CRM Software, Model 3 Efficiency (11.07.19) appeared first on TechCast Daily.

Nov 08, 2019
Cybertruck Event Scheduled, Debt Outlook Upgrade, Gigafactory Shanghai Status, Plaid Battery Update (11.06.19)
11:15

– Elon Musk announces date for Cybertruck unveiling
– S&P Global Ratings upgrades outlook on Tesla’s debt
– Taking a look at Gigafactory Shanghai’s current status
– Plaid powertrain battery update

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Cybertruck Event Scheduled, Debt Outlook Upgrade, Gigafactory Shanghai Status, Plaid Battery Update (11.06.19) appeared first on TechCast Daily.

Nov 07, 2019
CATL/Tesla, Walmart Drops Solar Lawsuit, Autopilot Survey Data (11.05.19)
11:43

– CATL and Tesla have reportedly reached a preliminary battery supply agreement
– Walmart drops lawsuit of Tesla regarding solar installations
– Bloomberg published part 3 (Autopilot) of their Model 3 owners survey
– Two-factor authentication

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post CATL/Tesla, Walmart Drops Solar Lawsuit, Autopilot Survey Data (11.05.19) appeared first on TechCast Daily.

Nov 06, 2019
Price Changes, Top Gear, Firmware Update, German EV Incentives (11.04.19)
13:11

– Hedge fund adjusts short position on TSLA
– Tesla posts a new unofficial time at the Nürburgring
– Model Y spotted with new wheels
– Firmware update adds a number of new features
– Tesla adjusts some pricing and range specs
– Top Gear posts questionable Model S vs. Porsche Taycan test results
– Germany reportedly exploring increasing EV incentives
– VW starts production on ID.3

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Price Changes, Top Gear, Firmware Update, German EV Incentives (11.04.19) appeared first on TechCast Daily.

Nov 05, 2019
Bloomberg Surveys Model 3 Owners, Fiat-Chrysler and Peugeot Merger, Treelon (10.30.19)
06:59

– Bloomberg publishes a portion of an extensive Model 3 owners survey
– Fiat-Chrysler and Peugeot explore a merger
– Elon Musk donates one million trees, changes Twitter name to Treelon

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Bloomberg Surveys Model 3 Owners, Fiat-Chrysler and Peugeot Merger, Treelon (10.30.19) appeared first on TechCast Daily.

Oct 31, 2019
Sales by Region, Acquisition Costs, Vehicle Updates (10.29.19)
08:12

– Tesla files their form 10-Q for the third quarter
– A look at Tesla sales by region
– Update on other income for Q3 as well as acquisition costs
– Tesla makes various updates across the vehicle lineup

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Sales by Region, Acquisition Costs, Vehicle Updates (10.29.19) appeared first on TechCast Daily.

Oct 30, 2019
Robyn Denholm & Ron Baron Speak at Investor Conference, GM & Others Back Federal Government on Emissions Standards (10.28.19)
10:17

– Tesla Chair Robyn Denholm speaks at investor conference with billionaire investor Ron Baron
– General Motors and other automakers back federal government on emissions standards

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Robyn Denholm & Ron Baron Speak at Investor Conference, GM & Others Back Federal Government on Emissions Standards (10.28.19) appeared first on TechCast Daily.

Oct 29, 2019
Solar Roof V3 (10.25.19)
16:55

– Tesla releases Solar Roof V3 and holds a call with investors and media
– Analyzing the changes from V2 and the market potential for Solar Roof

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Solar Roof V3 (10.25.19) appeared first on TechCast Daily.

Oct 26, 2019
Analyst Reactions To Earnings, Updated Short Interest (10.24.19)
10:50

– Solar Roof V3 release delayed by one day
– Another Model Y sighting outside of California
– Updated short interest for the 10/15 settlement date
– Analyst reactions to Tesla’s Q3 ’19 earnings report

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Analyst Reactions To Earnings, Updated Short Interest (10.24.19) appeared first on TechCast Daily.

Oct 25, 2019
Q3-2019 Earnings Report Review (10.23.19)
39:11

– Reviewing all of the important details and takeaways from Tesla’s well-received Q3-2019 earnings report, shareholder letter, and conference call

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Q3-2019 Earnings Report Review (10.23.19) appeared first on TechCast Daily.

Oct 24, 2019
GF3, Model 3 Awards, Franz Interview, FactSet Consensus, Starslink Update (10.22.19)
12:41

– Tesla VP provides minor update on Gigafactory Shanghai status
– Model 3 receives some nice recognition from a UK-based car reviewer
– Looking at Tesla’s search volume on Google
– Takeaways from Ride the Lightning’s interview with Franz von Holzhausen
– FactSet consensus estimates heading into the Q3 earnings report
– Starlink progress update

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post GF3, Model 3 Awards, Franz Interview, FactSet Consensus, Starlink Update (10.22.19) appeared first on TechCast Daily.

Oct 23, 2019
Q3-19 Earnings Preview With Galileo Russell of HyperChange (10.21.19)
39:14

– Previewing the TSLA Q3 2019 earnings report with Galileo Russell of HyperChange
– Video Link: https://youtu.be/3Gi_bixFQak
– Google Doc Link: https://docs.google.com/spreadsheets/d/1omKIHMSrctpYY-lslxz6qWVMliwZbQOHYQe74vtaJ1c/edit?usp=sharing

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Q3-19 Earnings Preview With Galileo Russell of HyperChange (10.21.19) appeared first on TechCast Daily.

Oct 21, 2019
Model 3 Updates, TSLA Record, GF3 Approval, Track Mode, UAW/GM Agreement Details (10.17.19)
14:53

– TSLA closes higher than the previous day’s close for the 9th day in a row
– Tesla updates Model 3 specs, pricing, delivery estimates
– Gigafactory Shanghai approved for production
– Track Mode hardware package
– UAW/GM tentative agreement details

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Model 3 Updates, TSLA Record, GF3 Approval, Track Mode, UAW/GM Agreement Details (10.17.19) appeared first on TechCast Daily.

Oct 18, 2019
GF3/Model Y/Plaid Updates, IIHS, EV Taxis, Volvo XC40, UAW/GM Reach Tentative Agreement (10.16.19)
13:01

– Gigafactory Shanghai rumor
– Model Y spotted outside of California
– Update on Plaid powertrain Model S
– IIHS headlight ratings
– Green Cab converts to Tesla
– Volvo unveils XC40 Recharge
– UAW and GM reach tentative collective bargaining agreement

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post GF3/Model Y/Plaid Updates, IIHS, EV Taxis, Volvo XC40, UAW/GM Reach Tentative Agreement (10.16.19) appeared first on TechCast Daily.

Oct 17, 2019
Model Y Production Rumors, Back to the Nürburging, Taycan 4S, Rivian Update (10.15.19)
18:28

– CleanTechnica reports on Model Y production rumors
– Yet another Model Y spotted in Fremont
– Tesla heads back to the Nürburgring
– Porsche announces the Taycan 4S
– UAW and GM reportedly make some progress in strike negotiations
– Rivian VP shares some information on their factory (Link)
– Elon tweets about the machine that makes the machine

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Model Y Production Rumors, Back to the Nürburging, Taycan 4S, Rivian Update (10.15.19) appeared first on TechCast Daily.

Oct 16, 2019
Cybertruck, Compensation Adjustments, DeepRain, China Updates, Model Y Spotting (10.14.19)
13:02

– Updates on Gigafactory Shanghai, China Regulations
– Elon discusses Tesla Truck, Autopark, and DeepRain on Twitter
– Tesla reportedly adjusts compensation structure for store employees
– Model Ys spotted in Fremont

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Cybertruck, Compensation Adjustments, DeepRain, China Updates, Model Y Spotting (10.14.19) appeared first on TechCast Daily.

Oct 15, 2019
Interview: Consumer Reports Head of Connected & Automated Vehicles, Kelly Funkhouser (10.11.19)
47:33

– Consumer Reports Head of Connected & Automated Vehicles, Kelly Funkhouser, joins the podcast to discuss the recent article on Smart Summon, and Tesla’s other autonomous features

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Interview: Consumer Reports Head of Connected & Automated Vehicles, Kelly Funkhouser (10.11.19) appeared first on TechCast Daily.

Oct 11, 2019
Dyson’s EV Plans, GM CEO Meets With UAW, New Panasonic VP (10.10.19)
07:19

– Update on Dyson’s electric vehicle plans
– UAW sources comment on electric and autonomous vehicles
– Panasonic hires new VP of battery technology

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Dyson’s EV Plans, GM CEO Meets With UAW, New Panasonic VP (10.10.19) appeared first on TechCast Daily.

Oct 11, 2019
Consumer Reports on Smart Summon, CA Blackouts, Model Y/Pickup News, Earnings Scheduled, Short Interest (10.09.19)
11:58

– Consumer Reports reviews Smart Summon
– PG&E schedules blackouts in northern California
– Tesla schedules the Q3 earnings release and conference call
– Elon addresses pickup truck unveil timing
– Model Y prototype spotted again (Link)
– Updated short interest numbers released

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Consumer Reports on Smart Summon, CA Blackouts, Model Y/Pickup News, Earnings Scheduled, Short Interest (10.09.19) appeared first on TechCast Daily.

Oct 10, 2019
Moody’s Upgrade, Tesla Energy Nantucket Project, PepsiCo/Tesla Semi, Panasonic Relationship (10.08.19)
10:00

– Moody’s upgrades a portion of Tesla’s asset-backed securities
– Tesla energy project in Nantucket, Massachusetts
– PepsiCo stirring up some Tesla Semi news
– Wall St. Journal article discusses Tesla/Panasonic relationship (Link)

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Moody’s Upgrade, Tesla Energy Nantucket Project, PepsiCo/Tesla Semi, Panasonic Relationship (10.08.19) appeared first on TechCast Daily.

Oct 09, 2019
Hibar Systems Acquisition, Polestar 2, UAW Strike Continues (10.07.19)
13:12

– Tesla reportedly recently acquired Hibar Systems, Ltd
– Polestar 2 specs announced
– UAW strike continues against GM
– Elon Musk tweets about plans for Tesla horns and active speakers

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Hibar Systems Acquisition, Polestar 2, UAW Strike Continues (10.07.19) appeared first on TechCast Daily.

Oct 08, 2019
Firmware Update Reduced Select Model S/X Range, Now Under NHTSA Scrutiny (10.04.19)
06:41

– A firmware update in May which suddenly reduced range for some owners of Model S and X has led to complaints and a petition filed to NHTSA
– Learn more about the issue on the Tesla Motors Club thread (Link)

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Firmware Update Reduced Select Model S/X Range, Now Under NHTSA Scrutiny (10.04.19) appeared first on TechCast Daily.

Oct 04, 2019
Analyst Reactions, New Line of Credit (10.03.19)
07:47

– Taking a look at analyst reactions to the Q3 delivery and production report
– Tesla opens a new line of credit in China

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Analyst Reactions, New Line of Credit (10.03.19) appeared first on TechCast Daily.

Oct 04, 2019
Q3-19 Delivery & Production Report, Model Y Prototype (10.02.19)
13:34

– Tesla reports third quarter delivery and production numbers
– Model Y prototype spotted in Silicon Valley
– Smart Summon news and notes
– Porsche Taycan production update

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Q3-19 Delivery & Production Report, Model Y Prototype (10.02.19) appeared first on TechCast Daily.

Oct 03, 2019
DeepScale Acquisition, Last Look at Q3 Deliveries (10.01.19)
06:54

– Tesla reportedly acquires DeepScale, an AI company
– Checking in on Netherlands, Norway, and Spain registrations
– InsideEVs releases September US delivery estimates

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post DeepScale Acquisition, Last Look at Q3 Deliveries (10.01.19) appeared first on TechCast Daily.

Oct 02, 2019
Examining the Latest Rumors on Deliveries and Inventory (09.30.19)
13:25

– Taking a deeper look at a report from Electrek today on Q3 deliveries and North American inventory levels

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Examining the Latest Rumors on Deliveries and Inventory (09.30.19) appeared first on TechCast Daily.

Oct 01, 2019
Smart Summon, EU Registrations, China Notes, CARB, Fremont Police (09.27.19)
11:33

– First reactions and more thoughts on Smart Summon
– Checking in on Netherlands, Norway, and Spain registrations
– Two analyst notes on China
– Two more states plan to join CARB standards
– Fremont Police Model S in the news

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Smart Summon, EU Registrations, China Notes, CARB, Fremont Police (09.27.19) appeared first on TechCast Daily.

Sep 28, 2019
100,000 Delivery Target, V10 Wide Release, GF Shanghai News (09.26.19)
18:09

– A leaked email from email suggests possibility of 100,000 total deliveries in Q3
– V10 software release moves beyond early-access program to wider release
– Gigafactory 3 production rumored to start on October 14th

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post 100,000 Delivery Target, V10 Wide Release, GF Shanghai News (09.26.19) appeared first on TechCast Daily.

Sep 27, 2019
Q3-19 Consensus Estimates Ahead of Delivery & Production Report (09.25.19)
06:36

– Taking a look at the current FactSet consensus estimates heading into Tesla’s delivery and production report next week

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Q3-19 Consensus Estimates Ahead of Delivery & Production Report (09.25.19) appeared first on TechCast Daily.

Sep 26, 2019
TSLA, Solar City Lawsuit, More Emissions Scandal Fallout, Impeachment Inquiry (09.24.19)
12:11

– TSLA stock finishes -7.5% on the day
– House of Representatives announce impeachment inquiry
– Looking into the the recently published un-redacted plaintiff’s case in a Solar City lawsuit (Link)
– Volkswagen management faces charges for market manipulations related to emissions scandal

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post TSLA, Solar City Lawsuit, More Emissions Scandal Fallout, Impeachment Inquiry (09.24.19) appeared first on TechCast Daily.

Sep 25, 2019
Battery Cells, Norway EV Survey, UAW Check-In (09.23.19)
10:48

– Report that LG has started manufacturing battery cells for Tesla vehicles
– VW begins operation of pilot line to research battery cell production
– Norway Electric Car Association survey results
– Checking in on UAW strike against GM

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Battery Cells, Norway EV Survey, UAW Check-In (09.23.19) appeared first on TechCast Daily.

Sep 24, 2019
EPA Attempts to Limit California Emissions Control, States Sue Back (09.20.19)
10:26

– The US Environmental Protection Agency is attempting to revoke a waiver allowing California to set its own emissions standards; California and other states sue in an effort to retain control

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post EPA Attempts to Limit California Emissions Control, States Sue Back (09.20.19) appeared first on TechCast Daily.

Sep 21, 2019
Amazon Outlines Huge Rivian Order, Daimler Comments on ICE Development, Tesla Wraps up at Nürburgring (09.19.19)
12:43

– Amazon announces intention to purchase 100,000 all-electric delivery vans from Rivian (Link)
– Daimler comments on future engine development plans (Link), perhaps conflicting with previous statements (Link)
– Tesla packs up at the Nürburgring

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Amazon Outlines Huge Rivian Order, Daimler Comments on ICE Development, Tesla Wraps up at Nürburgring (09.19.19) appeared first on TechCast Daily.

Sep 20, 2019
IIHS Top Safety Pick+, Model 3 in the Netherlands, Europe Check-In, Latest from GF3 & Nürburgring (09.18.19)
12:46

– Model 3 becomes most-registered car in the Netherlands year-to-date
– Checking in on quarter-to-date vehicle registrations in Europe
– New leaked photos from Gigafactory Shanghai
– Latest developments on the Nürburgring
– IIHS awards the Model 3 with Top Safety Pick+

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post IIHS Top Safety Pick+, Model 3 in the Netherlands, Europe Check-In, Latest from GF3 & Nürburgring (09.18.19) appeared first on TechCast Daily.

Sep 19, 2019
Interview: Matt Joyce 2 (09.17.19)
49:26

– Matt Joyce rejoins the podcast to discuss recent developments

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Interview: Matt Joyce 2 (09.17.19) appeared first on TechCast Daily.

Sep 18, 2019
V10 Release Notes, GM Workers Strike (09.16.19)
09:35

– V10 release notes make it to early access program members, video walkthrough shared (Link)
– GM union workers begin strike as union contract comes to an end

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post V10 Release Notes, GM Workers Strike (09.16.19) appeared first on TechCast Daily.

Sep 17, 2019
Big Solar, Pricing/Discounts, Short Interest, Nürburgring, Mercedes CEO Comments (09.13.19)
16:48

– Updated short interest for the 8/30 settlement date
– Tesla updates pricing for Model 3 in some markets and reportedly approves some select discounting in the US
– Latest developments on the Nürburgring
– Mercedes CEO comments on diesel
– Strange coverage from Car & Driver and Edmunds

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Big Solar, Pricing/Discounts, Short Interest, Nürburgring, Mercedes CEO Comments (09.13.19) appeared first on TechCast Daily.

Sep 14, 2019
Plaid Model S/X Powertrain, Hardware 3.0 Retrofit, Props from Volvo (09.11.19)
11:18

– Tesla discloses development of a “Plaid” powertrain for Model S/X
– Updates on Nürburgring
– Info on referral program update
– First reported autopilot hardware 3.0 (aka FSD computer) retrofit
– Director from Volvo’s Polestar brand gives Tesla some credit

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Plaid Model S/X Powertrain, Hardware 3.0 Retrofit, Props from Volvo (09.11.19) appeared first on TechCast Daily.

Sep 12, 2019
General Assembly 5 & Model Y, Referral Program Update, Rivian Takes $350M Investment (09.10.19)
14:13

– Taking a look at a new building permit filed by Tesla and what it may mean for Model Y
– Tesla updates referral program ahead of the end of quarter
– Rivian takes a $350M investment from Cox Automotive

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post General Assembly 5 & Model Y, Referral Program Update, Rivian Takes $350M Investment (09.10.19) appeared first on TechCast Daily.

Sep 11, 2019
VW ID.3 & Battery Factory Partnership, Nürburgring/Taycan Updates, Battery Longevity Research, Other News (09.09.19)
19:29

– A few updates on Tesla’s Nürburgring progress, and taking a closer look at the Taycan’s time
– News on lower trim version of the Taycan
– Volkswagen unveils some aspects of the ID.3
– Volkswagen partners with Northvolt for European battery factory
– Battery research study published by Jeff Dahn
– Some other Tesla news and notes

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post VW ID.3 & Battery Factory Partnership, Nürburgring/Taycan Updates, Battery Longevity Research, Other News (09.09.19) appeared first on TechCast Daily.

Sep 10, 2019
Nürburgring Reservations, Electromagnetic Wipers, Apple Self-Driving Testing (09.06.19)
11:51

– Tesla has reportedly not yet scheduled a time to track the Model S on Nürburgring
– Electromagnetic wiper patent
– Apple self-driving car spotted with new sensor array
– A request for feedback (tesladailyideas@gmail.com)

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Nürburgring Reservations, Electromagnetic Wipers, Apple Self-Driving Testing (09.06.19) appeared first on TechCast Daily.

Sep 07, 2019
Comments on Tesla Insurance, Battery Cell Job Postings, UK Model 3 Deliveries, Model S to Nürburgring (09.05.19)
09:14

– Tesla’s head of insurance comments on Tesla’s insurance plans
– Job postings provide more evidence of Tesla’s cell manufacturing plans
– Model 3 is the third best-selling car in the UK in August
– Model S heads to Nürburgring next week

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Comments on Tesla Insurance, Battery Cell Job Postings, UK Model 3 Deliveries, Model S to Nürburgring (09.05.19) appeared first on TechCast Daily.

Sep 06, 2019
Porsche Taycan Unveiling, InsideEVs August Estimates (09.04.19)
14:16

– Porsche unveils the Taycan, release specs for Taycan Turbo and Taycan Turbo S
– InsideEVs publishes August US Tesla delivery estimates

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Porsche Taycan Unveiling, InsideEVs August Estimates (09.04.19) appeared first on TechCast Daily.

Sep 05, 2019
UAW Nears Contract Expiration with GM, Ford, Fiat-Chrysler, + Minor Tesla Updates (09.03.19)
08:46

– UAW votes to authorize potential strikes ahead of contract expiration and negotiations with GM, Ford, and Fiat-Chrysler
– A few quick Tesla updates

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post UAW Nears Contract Expiration with GM, Ford, Fiat-Chrysler, + Minor Tesla Updates (09.03.19) appeared first on TechCast Daily.

Sep 04, 2019
Powerwall Project in Zimbabwe, Model 3 Police Vehicle, Leather-Free (09.02.19)
09:15

– Zimbabwean telecom provider commissions Tesla Powerwall project
– Model 3 is now 100% leather-free
– Indiana adds Model 3 to police fleet
– Quick updates on other EVs

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Powerwall Project in Zimbabwe, Model 3 Police Vehicle, Leather-Free (09.02.19) appeared first on TechCast Daily.

Sep 03, 2019
China Purchase Tax Exemption, Tesla Insurance Updates (08.30.19)
06:57

– China announces purchase tax exemption for Tesla vehicles
– Tesla updates insurance algorithms
– Some new information on the structure of Tesla Insurance

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post China Purchase Tax Exemption, Tesla Insurance Updates (08.30.19) appeared first on TechCast Daily.

Aug 31, 2019
Jack Ma/Elon Musk at WAIC, China & Europe Updates, KBB Brand Watch (08.29.19)
11:37

– Jack Ma and Elon Musk discuss AI and other topics at the World Artificial Intelligence Conference in China
– Camouflaged Model 3 spotted at Shanghai service center
– Wedbush analyst note and other European updates
– KBB brand survey finds interesting insights on Tesla brand (Link)

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Jack Ma/Elon Musk at WAIC, China & Europe Updates, KBB Brand Watch (08.29.19) appeared first on TechCast Daily.

Aug 30, 2019
Insurance by Tesla, Elon Musk to Speak in China (08.28.19)
06:55

– Tesla launches Tesla Insurance
– Elon Musk will speak at the World Artificial Intelligence Conference in China on 8/29
– Tesla issues statement on 2018 Amazon solar fire

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Insurance by Tesla, Elon Musk to Speak in China (08.28.19) appeared first on TechCast Daily.

Aug 29, 2019
Vanity Fair on Tesla/Solar City, GF Shanghai Update, Short Interest (08.26.19)
10:41

– Some thoughts on an article from Vanity Fair on Tesla’s acquisition of Solar City– Update on progress at Gigafactory Shanghai (Link)– Updated short interest– First Model 3 deliveries in New Zealand– Techmeme Ride Home Podcast can be found here (Link) Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeExecutive producer Nick […]

The post Vanity Fair on Tesla/Solar City, GF Shanghai Update, Short Interest (08.26.19) appeared first on TechCast Daily.

Aug 27, 2019
Tariffs, Walmart/Tesla Move Forward, GF-Shanghai Updates (08.23.19)
14:43

– China and US trade war continues to escalate– Walmart and Tesla issue joint statement on solar issues– Updates on Tesla’s GF-Shanghai Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeExecutive producer Nick WoodMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Tariffs, Walmart/Tesla Move Forward, GF-Shanghai Updates (08.23.19) appeared first on TechCast Daily.

Aug 24, 2019
Walmart/Tesla Solar Dispute, Moody’s Upgrade, Rumors of VW Interest in TSLA (08.22.19)
14:29

– Walmart files a breach of contract action against Tesla over solar installs– Moody’s upgrades Tesla’s rating– VW CEO rumored to have interest in TSLA stake– A MASSIVE THANK YOU FOR ALL OF THE SUPPORT Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeExecutive producer Nick WoodMusic by Evan Schaeffer Disclosure: Rob […]

The post Walmart/Tesla Solar Dispute, Moody’s Upgrade, Rumors of VW Interest in TSLA (08.22.19) appeared first on TechCast Daily.

Aug 23, 2019
An Announcement & The Two-Year Anniversary of Tesla Daily (08.20.19)
09:13

Today marks the two-year anniversary of the Tesla Daily podcast, as well as episode number 400. Taking a look back at where this began, as well as an important announcement. Patreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer

The post An Announcement & The Two-Year Anniversary of Tesla Daily (08.20.19) appeared first on TechCast Daily.

Aug 21, 2019
EV Consumer/Dealer Survey, Waymo Production Strategy, India and Batteries, Thoughts on Solar (08.19.19)
13:31

– Tesla unsurprisingly receives highest marks in EV brand awareness survey (Link to full study)– Waymo discusses vehicle production strategy– India may be planning a push more gigawatt-hour scale battery production– A few more details emerge on Tesla’s solar rental business Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan […]

The post EV Consumer/Dealer Survey, Waymo Production Strategy, India and Batteries, Thoughts on Solar (08.19.19) appeared first on TechCast Daily.

Aug 20, 2019
Rentable Tesla Solar, Pricing Updates, Colorado Joins ZEV States (08.16.19)
08:39

– Model Y and Performance Model 3 price updates– Tesla quietly begins offerings rental solar systems– Colorado approves ZEV policy Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Rentable Tesla Solar, Pricing Updates, Colorado Joins ZEV States (08.16.19) appeared first on TechCast Daily.

Aug 17, 2019
Semi Testing May Hint at Weight, Inverted Yield Curve, Spotify (08.15.19)
07:34

– Brief discussion on the macro markets– Spotify is “coming” to (presumably) US Teslas according to Elon– Tesla Semi spotted testing, driver shares some important info Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Semi Testing May Hint at Weight, Inverted Yield Curve, Spotify (08.15.19) appeared first on TechCast Daily.

Aug 16, 2019
Jaguar Offers Tesla Conquest Bonus, Mini Cooper SE Interest, GM President Comments on Hybrids (08.13.19)
09:03

– Jaguar offers a “Tesla Conquest” bonus to incentivize I-PACE sales– BMW discloses interest in all-electric Mini Cooper SE– GM President Mark Ruess comments on hybrid powertrains Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Jaguar Offers Tesla Conquest Bonus, Mini Cooper SE Interest, GM President Comments on Hybrids (08.13.19) appeared first on TechCast Daily.

Aug 14, 2019
Model 3 Crash/Fire, Porsche’s Positioning of Taycan (08.12.19)
08:24

– A Model 3 catches fire after an accident in Russia, causing headlines worldwide– Examining Porsche’s marketing strategy for the Taycan Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Model 3 Crash/Fire, Porsche’s Positioning of Taycan (08.12.19) appeared first on TechCast Daily.

Aug 13, 2019
NHSTA Cease & Desist, Updated Short Interest, Other Notes (08.10.19)
09:51

– Catching up on news from the week– Discussion of a cease and desist letter NHTSA sent to Tesla last year– Short interest update from 7/31– Notes from Elon on Twitter Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post NHSTA Cease & Desist, Updated Short Interest, Other Notes (08.10.19) appeared first on TechCast Daily.

Aug 10, 2019
Unlimited Free Supercharging Back for S/X, New e-tron, Reddit Story (08.03.19)
09:51

– Tesla brings back unlimited free supercharging for new S/X orders– Audi announces a new e-tron– A Tesla story from Reddit– Podcast returns Thursday, Aug 8th Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Unlimited Free Supercharging Back for S/X, New e-tron, Reddit Story (08.03.19) appeared first on TechCast Daily.

Aug 04, 2019
InsideEVs July Estimates, Stock Notes, Washington EV Incentives (08.01.19)
06:29

– Discussing InsideEVs July delivery estimates– Macro impacts on TSLA– Updated short interest– New Washington state EV tax incentive Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post InsideEVs July Estimates, Stock Notes, Washington EV Incentives (08.01.19) appeared first on TechCast Daily.

Aug 02, 2019
Technology Sets Apart Model 3 Safety Ratings (07.30.19)
07:08

– Discussion on the recent Model 3 safety rating from Euro NCAP and ANCAP Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Technology Sets Apart Model 3 Safety Ratings (07.30.19) appeared first on TechCast Daily.

Jul 31, 2019
V10, Netflix/YouTube, Megapack, Solar Roof (07.29.19)
08:55

– News about upcoming software features– Tesla launches a new utility scale storage system– Elon mentions a production target for solar roof Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post V10, Netflix/YouTube, Megapack, Solar Roof (07.29.19) appeared first on TechCast Daily.

Jul 30, 2019
Q2 2019 Earnings Report – Part 2 (07.26.19)
12:49

– Continued discussion of Tesla’s Q2 2019 earnings report Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Q2 2019 Earnings Report – Part 2 (07.26.19) appeared first on TechCast Daily.

Jul 27, 2019
Why Wasn’t Tesla Profitable? (07.25.19)
13:30

– Breaking down why Tesla was not able to post a profit in Q2-19 despite record deliveries Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Why Wasn’t Tesla Profitable? (07.25.19) appeared first on TechCast Daily.

Jul 26, 2019
Q2 2019 Earnings Report – Part 1 (07.24.19)
10:52

– Part 1 discussion of Tesla’s Q2 2019 earnings report Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Q2 2019 Earnings Report – Part 1 (07.24.19) appeared first on TechCast Daily.

Jul 25, 2019
Competitive Insights, Roth Capital Downgrade (07.22.19)
06:38

– Roth Capital downgrades TSLA– Analyzing incoming BMW CEO Oliver Zipse’s thoughts on BMW’s electrification strategy Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Competitive Insights, Roth Capital Downgrade (07.22.19) appeared first on TechCast Daily.

Jul 23, 2019
P3D-, Supercharger Updates, BMW Selects New CEO (07.20.19)
07:49

– Some customers have been able to purchase lesser-optioned Performance Model 3’s with a base price of $49,990– Tesla adds a new V3 supercharging station and updates future supercharger locations– BMW selects its next CEO Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long […]

The post P3D-, Supercharger Updates, BMW Selects New CEO (07.20.19) appeared first on TechCast Daily.

Jul 21, 2019
Morgan Stanley’s China Forecasts, Upcoming FSD Price Increases, Pearl White, Disney/Tesla (07.17.19)
09:13

– Elon adds some context on Pearl White Multi-Coat base paint– FSD price increase planned for mid-August– Rumored Disney/Tesla Tomorrowland theme park partnership– Morgan Stanley issues updated note with feedback from MS China team Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA […]

The post Morgan Stanley’s China Forecasts, Upcoming FSD Price Increases, Pearl White, Disney/Tesla (07.17.19) appeared first on TechCast Daily.

Jul 18, 2019
Pricing and Vehicle Lineup Changes, Moody’s Upgrade (07.15.19)
10:23

– Moody’s upgrades rating on a portion of Tesla’s asset-backed securities– Tesla adjusts vehicles lineup and pricing– Neuralink event on Tuesday, 7/16 Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Pricing and Vehicle Lineup Changes, Moody’s Upgrade (07.15.19) appeared first on TechCast Daily.

Jul 16, 2019
Annual Guidance, Daimler Profit Warning, A Tesla Story (07.13.19)
10:54

– Tesla leaves annual guidance reaffirmation out of the Q2 delivery and production report– Daimler issues another profit warning– A personal story from an investor in France Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Annual Guidance, Daimler Profit Warning, A Tesla Story (07.13.19) appeared first on TechCast Daily.

Jul 13, 2019
Ultimate Car of the Year, Supplier Production Increase, Short Interest, Earnings Date (07.11.19)
08:19

– Tesla wins two prestigious awards (Link to MotorTrend)– Report on Tesla supplier increasing production– Short interest updated for the 6/28 settlement date– Tesla announces the Q2 earnings report date Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Ultimate Car of the Year, Supplier Production Increase, Short Interest, Earnings Date (07.11.19) appeared first on TechCast Daily.

Jul 12, 2019
Investor Roundtable with Galileo Russell, Rob Maurer, and Matt Joyce (07.10.19)
01:09:56

– TSLA investor roundtable recorded on 7/7/19 with Galileo Russel, Rob Maurer, and Matt Joyce– Also available on YouTube (Link) 1:12 Tesla Q2 Production & Deliveries Report & Potential S&P 500 inclusion 4:20 Short Position In Tesla/Short-Squeeze Theory 6:30 How to value Tesla, P/E, P/S? 9:37 Tesla’s Rapidly Improving FCF 12:34 What happens when Autonomy/Tesla […]

The post Investor Roundtable with Galileo Russell, Rob Maurer, and Matt Joyce (07.10.19) appeared first on TechCast Daily.

Jul 11, 2019
Fremont Reportedly Increasing Production, Musk Addresses Refresh Rumors, Autopilot Team (07.09.19)
08:12

– Elon Musk addresses S/X refresh rumors on Twitter– Headlines on Autopilot team turnover– Update on Wisconsin state budget impacting Tesla– Bloomberg reports on leaked email from Jerome Guillen regarding production increase at Fremont Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan SchaefferParagraph Disclosure: Rob Maurer is long TSLA […]

The post Fremont Reportedly Increasing Production, Musk Addresses Refresh Rumors, Autopilot Team (07.09.19) appeared first on TechCast Daily.

Jul 10, 2019
Autonomy Development, March of Nines, Tesla Network (07.08.19)
09:52

– Elon Musk tweets about autonomy– Discussion on Tesla’s strategy and Tesla Network Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Autonomy Development, March of Nines, Tesla Network (07.08.19) appeared first on TechCast Daily.

Jul 09, 2019
Q2-19 Delivery & Production Report (07.02.19)
15:10

– Tesla reports record delivery and production numbers for Q2, 2019 Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Q2-19 Delivery & Production Report (07.02.19) appeared first on TechCast Daily.

Jul 03, 2019
Toybox Improvements, UBS Downgrade, HBD Elon (06.28.19)
07:15

– Discussing the newest improvements to Tesla’s software suite– UBS downgrades TSLA again– Happy birthday to Elon Musk! Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Toybox Improvements, UBS Downgrade, HBD Elon (06.28.19) appeared first on TechCast Daily.

Jun 29, 2019
BMW Board Member Comments on EVs, Roadster 0-60, Wisconsin Direct Sales (06.27.19)
07:13

– Wisconsin budget may allow direct sales in Wisconsin– Roadster base 0-60 mph reduced?– BMW board member says Europeans won’t buy EVs (Link) Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post BMW Board Member Comments on EVs, Roadster 0-60, Wisconsin Direct Sales (06.27.19) appeared first on TechCast Daily.

Jun 28, 2019
Elon Musk Emails Employees on Q2 Deliveries, More Reports on Tesla’s Battery Cell Ambitions (06.26.19)
07:13

– Leaked Elon Musk email to employees discussing the end-of-quarter push– CNBC reports on Tesla’s battery cell production plans Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Elon Musk Emails Employees on Q2 Deliveries, More Reports on Tesla’s Battery Cell Ambitions (06.26.19) appeared first on TechCast Daily.

Jun 27, 2019
Q2 Delivery News, Consensus Estimates, Updated Short Interest (06.25.19)
10:07

– Another update on Q2 deliveries in North America from Electrek– Oppenheimer note and consensus estimates– Short interest update for the 6/14 settlement date Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Q2 Delivery News, Consensus Estimates, Updated Short Interest (06.25.19) appeared first on TechCast Daily.

Jun 26, 2019
CleanTechnica’s Jerome Guillen Interview, Daimler Emissions, Tariffs (06.24.19)
07:55

– CleanTechnica publishes part two of their interview with Jerome Guillen (Link)– Daimler faces more emissions-related recalls– Tesla granted minor tariff exemption Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post CleanTechnica’s Jerome Guillen Interview, Daimler Emissions, Tariffs (06.24.19) appeared first on TechCast Daily.

Jun 25, 2019
Analyst Updates, First Right-Hand Drive Deliveries, Falcon Heavy (06.22.19)
05:31

– Price target updates from Jefferies and Baird– First RHD deliveries in the UK– Electrek reports on this week’s North American delivery targets– Falcon Heavy launch planned for Monday, 6/24 Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Analyst Updates, First Right-Hand Drive Deliveries, Falcon Heavy (06.22.19) appeared first on TechCast Daily.

Jun 22, 2019
Goldman Sachs Does Goldman Sachs Things, Waymo/Renault/Nissan (06.20.19)
06:35

– Goldman Sachs Equity Research issues updated note and price target on TSLA– FactSet consensus for Q2– Waymo partners with Renault and Nissan Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Goldman Sachs Does Goldman Sachs Things, Waymo/Renault/Nissan (06.20.19) appeared first on TechCast Daily.

Jun 21, 2019
New Base Paint, Referral Program, Fed Meeting (06.19.19)
07:16

– Upcoming changes to Tesla’s paint options– Elon tweets on possible referral program change– Comments from the Federal Reserve’s meeting– Chanos SEC filings Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post New Base Paint, Referral Program, Fed Meeting (06.19.19) appeared first on TechCast Daily.

Jun 20, 2019
Business Insider Article on Model 3 Production, Truckla (06.18.19)
07:15

– Business Insider reports on one segment of Model 3 production– Truckla advertisement (Link) and behind the scenes (Link)– Elon back on Twitter– More info on RWD LR Model 3 Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Business Insider Article on Model 3 Production, Truckla (06.18.19) appeared first on TechCast Daily.

Jun 19, 2019
Elon’s (off?) Twitter, Baird Update, RWD LR Model 3, Pope Francis (06.17.19)
07:30

– Elon causes some confusion with his most recent tweet– Ben Kallo of Baird issues an update on TSLA– InsideEVs reports on availability of the single-motor rear-wheel drive long range Model 3– Pope Francis hosts climate change conference with business leaders Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan […]

The post Elon’s (off?) Twitter, Baird Update, RWD LR Model 3, Pope Francis (06.17.19) appeared first on TechCast Daily.

Jun 18, 2019
Thoughts on Advertising, More Bob Lutz, Shareholder Meeting (06.14.19)
18:17

– Bob Lutz shares new thoughts on Tesla– Discussion on advertising and public relations, and more from the 2019 shareholder meeting Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Thoughts on Advertising, More Bob Lutz, Shareholder Meeting (06.14.19) appeared first on TechCast Daily.

Jun 15, 2019
#365, More News on Tesla Games and Media, Autonomous Driving Regulation in Florida (06.13.19)
06:41

– Elon Musk shares some news on games coming to Tesla at E3 in interview with Todd Howard of Bethesda Game Studios (Link)– Florida governor signs bill on autonomous driving Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post #365, More News on Tesla Games and Media, Autonomous Driving Regulation in Florida (06.13.19) appeared first on TechCast Daily.

Jun 14, 2019
2019 Shareholder Meeting, Record Short Interest (06.12.19)
15:59

– Discussing the main takeaways from the 2019 Tesla shareholder meeting– Updated short interest from 5/31 reporting date Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post 2019 Shareholder Meeting, Record Short Interest (06.12.19) appeared first on TechCast Daily.

Jun 13, 2019
First Public V3 Supercharger Opens, Tesla/SpaceX Favored by Engineering Students (06.07.19)
07:56

– Tesla opens its first public Supercharger V3 station– Survey of engineering students shows high interest in Tesla and SpaceX Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post First Public V3 Supercharger Opens, Tesla/SpaceX Favored by Engineering Students (06.07.19) appeared first on TechCast Daily.

Jun 08, 2019
Quarter to Date Deliveries & June Targets, India Reportedly Pushing Ride-Sharing Towards EVs (06.06.19)
11:19

– Electrek reports on quarter to date North American deliveries and goals for June– India reportedly moves to impose restrictions on percentage of ICE vehicles in ride-sharing fleets Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Quarter to Date Deliveries & June Targets, India Reportedly Pushing Ride-Sharing Towards EVs (06.06.19) appeared first on TechCast Daily.

Jun 07, 2019
Shareholder Meeting Questions, Sentiment, Early Access Program (06.05.19)
11:31

– Discussing questions for the upcoming Tesla Shareholder Meeting, which you can submit and vote for at https://www.say.com/qa/tesla/– Adam Jonas note may be indicative of a shift in sentiment– Tesla provides Ars Technica with an update on Early Access Program for early purchasers of FSD– YouTube channel “LikeTesla” shares rumors of S/X refresh Links:Email > […]

The post Shareholder Meeting Questions, Sentiment, Early Access Program (06.05.19) appeared first on TechCast Daily.

Jun 06, 2019
InsideEVs May Estimates, Macro Movement (06.04.19)
08:26

– TSLA finally bounces as the broader markets rise– InsideEVs publishes their May delivery estimates Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post InsideEVs May Estimates, Macro Movement (06.04.19) appeared first on TechCast Daily.

Jun 05, 2019
TSLA’s Valuation and Price/Sales, Tesla Truck Details and Market (06.03.19)
10:10

– Taking a brief look at TSLA’s valuation as we continue to hit new lows– Elon Musk shares some more details on the Tesla pickup truck, including targeted base price Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post TSLA’s Valuation and Price/Sales, Tesla Truck Details and Market (06.03.19) appeared first on TechCast Daily.

Jun 04, 2019
RHD Model 3 Availability Expands, Mexico Tariffs, Pricing Display (06.01.19)
07:50

– Tesla opens Model 3 order page for more right-hand drive countries– Discussing the impact of possible US tariffs applied to Mexico– Tesla updates ordering page pricing display in the US Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post RHD Model 3 Availability Expands, Mexico Tariffs, Pricing Display (06.01.19) appeared first on TechCast Daily.

Jun 02, 2019
China Model 3 Pricing Analysis (05.30.19)
08:28

– Tesla announces pricing for the Gigafactory Shanghai produced Model 3, expects deliveries in 6-10 months Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post China Model 3 Pricing Analysis (05.30.19) appeared first on TechCast Daily.

May 31, 2019
Refresh and Model Y Rumors, Musk Email on Deliveries, CEO Compensation (05.29.19)
10:37

– CNBC reports on rumors of an upcoming refresh for Model S, and possible Model Y production planning– Another leaked Elon email discuss delivery logistics and demand– Musk’s 2018 CEO compensation Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Refresh and Model Y Rumors, Musk Email on Deliveries, CEO Compensation (05.29.19) appeared first on TechCast Daily.

May 30, 2019
Upcoming China Announcement, Autotrader Survey (05.28.19)
07:37

– Tesla teases China announcement for 5/31, likely related to Model 3 pricing– Autotrader survey indicates high EV interest (Link)– Autopilot allegedly avoids side-collision (Link) Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

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May 29, 2019
Updated Short Interest (05.25.19)
05:37

– Updated TSLA short interest for reporting date 5/15– SpaceX successfully launches first production Starlink satellites Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

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May 25, 2019
Another Musk Email on Orders and Production, Price Elasticity/Advertising (05.23.19)
16:09

– Another leaked Musk email discusses Q2 net new orders and Model 3 production rates– Discussion around price elasticity and advertising centered around the recent Model S/X price changes Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Another Musk Email on Orders and Production, Price Elasticity/Advertising (05.23.19) appeared first on TechCast Daily.

May 24, 2019
Musk Email to Employees on Expense Management, Wedbush Lowers Price Target (05.20.19)
08:50

– Elon Musk emails employees regarding expense management at Tesla– Wedbush lowers TSLA price target Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Musk Email to Employees on Expense Management, Wedbush Lowers Price Target (05.20.19) appeared first on TechCast Daily.

May 21, 2019
Interview: Matt Joyce (05.16.19)
01:54:56