Tesla Daily: Tesla News & Analysis

By Rob Maurer

Technology Tech News

What's Tesla Daily: Tesla News & Analysis about?

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, Neuralink, and The Boring Company.

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LAST EPISODE

Energy UI, Leno's Garage, S...

09.24.2022

➤ Tesla to release new energy, Supercharging features in software update ➤ Looking ahead to next week’s calendar ➤ Musk to be deposed in Twitter case ➤ Interesting Tesla Bot job listing ➤ Tesla may be shifting to exports from ...

Tesla Daily: Tesla News & Analysis episodes:

09.24.2022 Energy UI, Leno's Garage, Shanghai, SpaceX, Next Week (09.23.22) ➤ Tesla to release new energy, Supercharging features in software update ➤ Looking ahead to next week’s calendar ➤ Musk to be deposed in Twitter case ➤ Interesting Tesla Bot job listing ➤ Tesla may be shifting to exports from ...
09.23.2022 China Demand Discussion, Fed Policy, Texas Production, Berlin, Morgan Stanley, FSD Beta, Megapack (09.22.22) ➤ Tesla Daily returns to cover the biggest stories over the last week including interest rate hikes, China demand, Texas production, Berlin batteries, FSD Beta, and more. Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke ...
09.15.2022 Battery Production Equipment, PPI, Shanghai, Analyst Updates, Crash Tests, Ford Dealers (09.14.22) ➤ Tesla reportedly considers reallocating production equipment from Berlin ➤ PPI report causes less panic than CPI ➤ Schedule updates ➤ Giga Shanghai production impacted ➤ Analyst rating and price target changes ➤ Canadian minister visiting California ➤ Special code ...
09.14.2022 Market Crashes, Tesla Outperforms on Positive Supply Commentary (09.13.22) ➤ Markets suffer worst day in years on hot inflation data, TSLA outperforms ➤ Tesla’s head of investor relations presents at Goldman Sachs conference ➤ Details from Supercharger site plans ➤ New radar shows up in Tesla parts catalog ➤ ...
09.09.2022 Leaked Production Info, Lithium Refining Facility, Giga Berlin, Twitter (09.08.22) ➤ A leaked recording of a Tesla executive presentation reveals new details on Tesla vehicle and energy product production ➤ Tesla files application for refining project in Texas ➤ Neuralink plans offices in Texas ➤ Tesla seeking public feedback on ...
09.08.2022 Record Shanghai Production in August, Megafactory, Service, Superchargers, Rivian (09.08.22) ➤ Tesla sets production record at Giga Shanghai in August despite downtime ➤ Chengdu lockdowns extended ➤ Tesla expands hiring for Megafactory ➤ Elon Musk comments on Tesla service ➤ Tesla polls for new Supercharger locations ➤ Mercedes-Benz and Rivian ...
09.07.2022 Safety Rating Record, China Delivery Times, Canada, S&P, Superchargers, Apple (09.07.22) ➤ Tesla’s new Model Y breaks Euro NCAP safety rating record ➤ Estimated wait times drop again in China ➤ Canadian minister comments on Tesla communication ➤ S&P; responds to inquiry on Tesla’s credit rating ➤ Tesla plans new largest ...
09.06.2022 Goldman Meets With IR, Wolfe Upgrade, US Sales, FSD, Powerwall, Battery Experts (09.06.22) ➤ Goldman Sachs issues new note on TSLA after meeting with investor relations ➤ Wolfe Research upgrades TSLA to Buy rating ➤TrueCar estimates August sales for Tesla ➤ China insured vehicle report ➤ FSD beta rollout expands as Tesla increases ...
09.02.2022 Credit Rating Failures Create Opportunity For Tesla Investors (09.02.22) ➤ Moody’s responds to inquiry about Tesla’s credit rating, attempts to justify non-investment grade rating ➤ Nord Stream 1 pipeline halted ➤ Calendar for the week ahead Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke ...
09.02.2022 August China Sales, Canada Factory Possibilities, Price Target Increase, Full Self-Driving Name (09.01.22) ➤ CPCA official comments on Tesla’s Shanghai sales for August ➤ Tesla continues lobbying in Canada ➤ Piper Sandler increases TSLA price target ➤ California Senate passes bill regarding marketing of ADAS features ➤ Tesla delivers first Model Ys to ...
09.01.2022 Wait Times Reduced, Dumbest Test Ever, VPP, Giga Berlin, Mining, BMW, SpaceX (08.31.22) ➤ Tesla reduces delivery date estimates on Model Y in US and China ➤ AXA Insurance carries out nonsensical test ➤ Tesla begins deliveries of Model Y in Singapore ➤ Full interview of Elon Musk at ONS: https://vimeo.com/744634172 ➤ Tesla ...
08.31.2022 4680 Innovation Rumors, Fremont Building Permit, Manufacturing Credit, Dealerships, Starlink (08.30.22) ➤ Rumors of new innovations for Tesla’s 4680 batteries: https://youtu.be/L_G-ic-aWvM ➤ Tesla files for battery-related building permit in Fremont ➤ More thoughts on the new advanced manufacturing production credits ➤ Tesla challenges dealership laws in Louisiana ➤ FSD Beta 10.61.1 ...
08.30.2022 Massive New Battery Credits, Analyst Updates, Power Restrictions, 4680 Packs, ONS, Japan VPP (08.29.22) ➤ The Inflation Reduction Act changes more than the EV tax credit, it outlines massive credits for battery production putting billions at stake for Tesla and others ➤ Analysts continue to react to Giga Berlin tours ➤ Checking in on ...
08.26.2022 Model Y Europe, Starlink, Berlin Tours, Panasonic Factory, Ford, Twitter (08.26.22) ➤ Tesla opens orders for RWD Model Y across Europe ➤ Market falls after Fed comments ➤ Tesla to leverage SpaceX technology ➤ Jefferies updates targets after Berlin tour ➤ Panasonic reportedly planning another US factory ➤ Ford raises Mach-E ...
08.25.2022 Giga Berlin Tour Report, Production Rumors, Ron Baron, Dan O'Dowd, Toyota (08.25.22) ➤ Analysts react to tours of Giga Berlin ➤ Rumors on Giga Berlin production rates ➤ FSD Beta release schedule update ➤ Ron Baron comments on Tesla and SpaceX investment expectations ➤ Nvidia discusses Tesla GPU purchase ➤ Tesla sends ...
08.25.2022 Outperforming Competition in China, Giga Texas Rumor, Dojo, California, Twitter Fallout (08.24.22) ➤ Tesla completes final trading day before stock split ➤ China automakers lagging behind Tesla profitability in China ➤ Giga Texas production rumor ➤ Tesla presents at Hot Chips conference ➤ Hot Chips 1: https://bit.ly/3Cp85bs ➤ Hot Chips 2: https://bit.ly/3ALuYEQ ...
08.23.2022 AI Day Teaser, Twitter Whistleblower, AP Position, Castings, Volkswagen (08.23.22) ➤ Tesla teases AI Day 2022 event ➤ New Autopilot testing position listed by Tesla in Europe ➤ Castings pile up at Tesla’s factories ➤ Volkswagen looks to secure battery supply in Canada ➤ Twitter’s former head of security files ...
08.23.2022 FSD Beta 10.69, New Occupancy Network, Production Updates, Neuralink (08.22.22) ➤ Looking at first impressions from Tesla’s release of FSD Beta 10.69 ➤ Tesla’s Director of Autopilot software discusses recent changes to the system: https://youtu.be/jPCV4GKX9Dw ➤ Giga Texas reportedly hits 1,000 vehicles produced in one week ➤ Power restrictions extended ...
08.19.2022 Semi Updates, Giga Berlin, FSD Beta, Indonesia, China, Macro News, 5 Year Anniversary (08.19.22) ➤ Tesla updates webpage for Tesla Semi, shares new product details ➤ Market drops as Fed comments on rates ahead of symposium ➤ German PPI comes in far ahead of forecasts ➤ FSD Beta 10.69 on track ➤ Giga Berlin ...
08.19.2022 Price Target Increase, Wall Street Perception, China Wait Times, Power Restrictions, Big Tesla Energy Updates (08.18.22) ➤ CFRA increases TSLA price target in new analyst note ➤ Tesla lowers estimated wait times in China ➤ Shanghai asks for power restrictions to exclude Tesla suppliers ➤ Mixed reporting on new CATL battery ➤ Tesla’s virtual power plant ...
08.17.2022 Confusion on EV Tax Credit, Tesla Semi, Supercharging (08.17.22) ➤ New information published by the IRS and US Department of Energy regarding changes to the EV tax credit ➤ Tesla releases and then removes new Supercharging membership in the US ➤ Tesla posts new video of the Tesla Semi, ...
08.17.2022 Musk Replies To NHTSA, China Power Disruptions, EV Credit Becomes Official, VPP, Manchester United (08.16.22) ➤ Elon Musk replies to NHTSA’s request for FSD Beta access, comments on version 10.69 ➤ President Biden sign Inflation Reduction Act into law ➤ Factories suspended in China due to power shortages ➤ Tesla expands Virtual Power Plant pilot ...
08.16.2022 Model 3 LR Order Halting, Huge New Investment, Megapack XL, Production Update, Battery News (08.15.22) ➤ Fund discloses multi-billion dollar TSLA stock position ➤ Discussing Tesla’s decision to halt orders on the Model 3 Long Range in North America ➤ Tesla updates specs for new, larger Megapack ➤ Elon Musk comments on Tesla production milestones ...
08.11.2022 Musk's Stock Sale, CPI, Tesla Semi, BYD, Rivian Earnings (08.11.22) ➤ Is Elon Musk finally done selling TSLA stock after his second major round of sales to finance a possible Twitter deal? ➤ CPI and PPI data comes in lower than expected ➤ House to vote on Inflation Reduction Act ...
08.09.2022 Shanghai Sets New Production Rate Record, Tesla Dominating California, Dan O'Dowd (08.09.22) ➤ Tesla has set a new production rate record for Model Y at Giga Shanghai after upgrades ➤ Markets fall as CPI report expectations rise ➤ Tesla Model Y and Model 3 are leading sellers in California ➤ Dan O’Dowd ...
08.09.2022 Senate Passes EV Credit, Indonesia Nickel, Canada Lobbying, Shanghai, Lucid (08.08.22) ➤ The US Senate passes huge EV tax credit ➤ Link to marked-up EV bill: https://bit.ly/3OMSWmK ➤ Full explanation video: https://youtu.be/7yAdviya7Ls ➤ Tesla reportedly secures huge nickel contracts with Indonesian suppliers ➤ Tesla encourages Ontario to increase manufacturing incentives ➤ ...
08.06.2022 Stock Split is Official, Shareholder Meeting Takeaways, EV Credit News, China Sales, Twitter (08.05.22) ➤ Tesla announces stock split details after shareholder approval ➤ Shareholder proposal passes despite board recommendation ➤ Takeaways from Tesla’s annual shareholder meeting ➤ EV tax credit updates ➤ China July sales report ➤ Elon Musk’s countersuit against Twitter Shareloft: ...
08.03.2022 New Model Y Variant Report, China Loyalty Program, Solar Roof v3.5, Munro (08.03.22) ➤ New Model Y version reportedly coming soon with new battery out of China ➤ Automakers push back on EV tax credit language ➤ Tesla offers owners in China incentives to upgrade ➤ New Solar Roof reportedly in testing by ...
08.03.2022 Game Changer For EV Charging, CATL Delays Announcement, Toyota Recall Issues (08.02.22) ➤ Tesla reportedly begins implementing game-changing new charging feature ➤ CATL reportedly delays factory announcement in wake of Pelosi visit to Taiwan ➤ Tesla add news Supercharger attraction in Germany ➤ Toyota continues to struggle with bZ4X recall Shareloft: https://www.shareloft.com ...
08.02.2022 Hertz Praises Tesla, Shareholder Meeting, Shanghai Update, Munro Interviews Ford (08.01.22) ➤ Hertz praises Tesla during quarterly earnings call ➤ Tesla opens voting for questions for Shareholder Meeting ➤ SpaceX to launch Tesla referrer photos into space ➤ Giga Shanghai updates ➤ Musk comments on Tesla short sellers ➤ FSD Beta ...
07.29.2022 TSLA Rallies, Musk Comments on Costs, PCE, Kimbal, 4680s, Petition (07.29.22) ➤ TSLA stock continues to fly as Elon Musk comments on stabilizing costs ➤ Core PCE rises ➤ Kimbal Musk exercises options, comments on Tesla’s outlook ➤ Elon Musk provides update on FSD Beta 10.13 ➤ Munro extracts first 4680 ...
07.29.2022 Understanding Massive EV & Energy Tax Credit Proposal (07.28.22) ➤ Newly proposed changes to electric vehicle, solar, and energy storage tax credits have massive industry-wide implications ➤ Link to marked-up proposal: https://bit.ly/3OMSWmK ➤ GDP estimated to decline in Q2 ➤ Amazon, Apple rise after earnings reports Shareloft: https://www.shareloft.com Twitter: ...
07.28.2022 Fed Meeting, Berlin Rumors, Munro Teardown, Tesla Energy, Ford Earnings (07.27.22) ➤ Tesla’s production targets reported after downtime at Giga Berlin ➤ Stocks rally after Fed meeting ➤ Senators Manchin and Schumer announce agreement on major bill ➤ Munro & Associates continue 4680 battery pack teardown ➤ Tesla and Neoen receive ...
07.27.2022 Musk Refocuses, Market Updates, GM Earnings, Tesla Insurance, EV Incentives, Oliver Blume (07.26.22) ➤ Market updates as big week continues ➤ Elon Musk plans to put head down, focus on mission ➤ Tesla expands insurance product to new states ➤ New software update changes range prediction calculations ➤ GM reports earnings, highlighting Tesla’s ...
07.26.2022 10-Q Review, Giga Berlin Updates, Shanghai Rumor, FSD Beta, Diess Out (07.25.22) ➤ Discussing new disclosures from Tesla’s second quarter 10-Q filing ➤ Big week for macroeconomic reports, earnings ➤ Giga Berlin reportedly tests new processes during downtime ➤ Shanghai factory rumors ➤ FSD Beta 10.13 updates ➤ Elon Musk denies Wall ...
07.21.2022 Biggest Takeaways From Tesla's Earnings Beat (07.21.22) Rob Maurer discusses the biggest learnings from Tesla's Q2-22 earnings beat and management's comments on the earnings call. Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer ...
07.20.2022 Preview: Tesla Q2-22 Earnings (07.19.22) Watch on YouTube: https://youtu.be/y-vMDUwW67I ➤ What to watch for in Tesla’s upcoming Q2 earnings report, and a serious red flag in consensus estimates ➤ Tesla produces 2 millionth vehicle in Fremont ➤ New Supercharger info ➤ Judge allows for expedited ...
07.19.2022 Release Notes Leaked, Crazy Demand, Battery Updates, Shanghai Upgrade, Earnings Week, Twitter (07.18.22) ➤ Release notes for next FSD Beta update leaked ➤ Earnings week kicks off ➤ Update on Giga Shanghai upgrades ➤ New application from Tesla on Giga Texas ➤ Used Tesla prices rising much faster than other brands ➤ Updates ...
07.15.2022 FSD Beta Updates, Dojo Rumor, Pricing, Shanghai, Twitter (07.15.22) ➤ Elon Musk comments on upcoming FSD Beta updates ➤ Rumor on Tesla’s Project Dojo ➤ Discussion on Tesla’s pricing ➤ Updates on Giga Shanghai ➤ Munro visits IDRA ➤ SEC inquires about Musk’s Twitter comments ➤ Court to hear ...
07.15.2022 New 4680 Battery Info, Berlin/Texas Updates, Q2 Questions, Analyst Updates (07.14.22) ➤ New 4680 battery info from The Limiting Factor: https://youtu.be/8WPPBhqeekw ➤ PPI higher than expected ➤ Giga Texas production report ➤ Giga Berlin test production sales ➤ Morgan Stanley lowers Tesla price target ➤ Tesla opens questions for Q2 earnings ...
07.14.2022 Karpathy Departs, New Analysts Initiate Buy Ratings, CPI, Panasonic, Supercharging (07.13.22) ➤ Tesla’s Director of Artificial Intelligence, Andrej Karpathy announces that he is leaving the company ➤ CPI report comes in higher than expected ➤ Two new analysts initiate coverage on TSLA stock ➤ Panasonic selects location for US battery factory ...
07.13.2022 Twitter Sues Musk, 4680 Teardown Challenges, CPI Expectations (07.12.22) ➤ Twitter sues Elon Musk over acquisition termination, makes case against Musk (https://bit.ly/3uJ7cps) ➤ CPI report expected to show increase ➤ Munro encounters challenges with 4680 pack teardown ➤ BYD falls on concern of Buffett exit Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast ...
07.12.2022 Shutdown Concerns Rise, Twitter Claims Musk At Fault, Supercharger V4, Solar Trailer, Rivian (07.11.22) ➤ TSLA stock falls 10% from post-market Friday high as Covid cases rise in China ➤ Model Y sales compare favorably in first half of year in China ➤ Giga Berlin start shipping Long Range Model Y ➤ Twitter board ...
07.08.2022 Musk Terminates Twitter Agreement, Record China Production, Supercharger, Megapack, Teardown, Sun Valley (07.08.22) ➤ Elon Musk has terminated the merger agreement offer to purchase Twitter (https://bit.ly/3arWkp6) ➤ Tesla sets new records in China ➤ 4680 Model Y teardown continues ➤ Tesla China executive expands responsibilities ➤ New Supercharger info ➤ Electric vehicle interest ...
07.08.2022 Robovan, Future Products, Cybertruck Update, Indonesia, Tesla Solar (07.07.22) ➤ Elon Musk makes series of comments on possible Tesla ‘Robovan’ ➤ New report on Tesla Cybertruck production ➤ More details from ongoing teardown of 4680 Model Y ➤ Indonesian President discusses status of possible Tesla factory ➤ Tesla Solar ...
07.07.2022 Details on Munro Teardown, China Sales, Rivian Production, Boring Company, Sun Valley (07.06.22) ➤ Munro associate shares more details on the Texas-made 4680 Model Y teardown ➤ Instructions on how to vote for annual meeting: https://ir.tesla.com/shareholders/vote ➤ Preliminary report for Tesla sales in China in June ➤ Rivian ramps up production in the ...
07.05.2022 Factory Expansions, Delivery Reactions, Munro Teardown, Mining, Registration Data, Charging (07.05.22) ➤ Tesla prepares for expansions at Giga Berlin and Giga Shanghai ➤ Analysts react to Tesla’s Q2 delivery and production report ➤ Munro & Associates begin Texas Model Y teardown (https://youtu.be/FXpfU6I_T3w) ➤ Elon Musk comments on Tesla’s interest in mining ...
07.02.2022 Q2 Delivery & Production Report (07.02.22) ➤ Rob Maurer walks through Tesla’s Q2 delivery and production report, how it compares to expectations, and what it means going forward Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive ...
07.01.2022 Q2 Forecast, Texas Expansion, Macro, Goldman, 4680, Schedule (06.30.22) ➤ Walking through what to expect from Tesla’s Q2 delivery and production report ➤ Q2 GDP forecast dropped to negative ➤ PCE comes in below expectations ➤ Goldman Sachs publishes new TSLA note ➤ Permit shows planned expansion at Giga ...
06.30.2022 Wild Giga Texas Report, China Data, EV Business Models, J.D. Power IQS, Munro (06.29.22) ➤ Tesla reportedly increases Giga Texas Model Y production drastically ➤ Tesla Annual Shareholder Meeting drawing ends soon: https://www.tesla.com/2022shareholdermeeting ➤ New China insurance data ➤ Uber shares more details on Hertz / Tesla rental business ➤ J.D. Power releases 2022 ...

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