Tesla Daily: Tesla News & Analysis

By Rob Maurer

Technology Tech News Business Investing

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

Tesla Daily is a podcast covering all things Tesla, Inc., published every day. From the Tesla Motors Model 3, Model S, and Model X, to Tesla Energy, Tesla Solar, Tesla Network, and occasionally venturing into Elon Musk’s SpaceX, Hyperloop, the Boring Company, Neuralink, and OpenAI. Dedicated to keeping investors and customers updated on the latest news, 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.

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LAST EPISODE

Q2 Sold Out? + Baillie Giff...

05.07.2021

➤ Tesla reportedly “sold out” for Q2, just five weeks into the quarter ➤ One of Tesla’s largest institutional shareholders significantly reduces TSLA stake in first quarter ➤ Tesla may be eyeing changes to its referral program ➤ Tesla to ...

Tesla Daily: Tesla News & Analysis episodes:

05.07.2021 Q2 Sold Out? + Baillie Gifford Sells More TSLA, Referral Program Changes? (05.06.21) ➤ Tesla reportedly “sold out” for Q2, just five weeks into the quarter ➤ One of Tesla’s largest institutional shareholders significantly reduces TSLA stake in first quarter ➤ Tesla may be eyeing changes to its referral program ➤ Tesla to ...
05.06.2021 Court Orders Tesla to Share Musk Communications, Mustang Mach-E Sales, Credits, Semiconductors (05.05.21) ➤ Tesla board of directors ordered to turn over communications between Musk and attorneys regarding 2018 CEO Performance Plan ➤ Ford releases April Mustang Mach-E sales figures which continue to fall month-over-month ➤ Stellantis reports earnings and discusses regulatory credit ...
05.04.2021 Latest Tesla Acquisition? + Grohmann Expansion, Stellantis Credits (05.04.21) ➤ Tesla may have stealthily acquired another battery startup ➤ Expansion underway for Tesla Grohmann Automation ➤ Stellantis CEO comments on Tesla regulatory credit pooling agreement Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy ...
05.04.2021 Berlin Delay? Steinbach Comments + FSD/Model S Rumors, S&P 500 ESG, Giga Texas, Brakes (05.03.21) ➤ Unconfirmed report out of Germany suggests six month delay for Tesla’s Gigafactory Berlin, state minister comments on report ➤ Tesla stock (TSLA) added to S&P; 500 ESG index ➤ Rumors on Tesla’s FSD V9.0 Beta, refresh Model S range, ...
04.30.2021 New Tesla Powerwall+, China Protest, Volkswagen Investigation (04.30.21) ➤ Tesla spec sheet reveals new energy product, the Tesla Powerwall+ ➤ Spec sheet: https://bit.ly/3xCxKZl ➤ Tesla posts detailed account of China protestor interaction to their Weibo account ➤ Volkswagen reportedly under investigation by the SEC Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast ...
04.30.2021 FSD Timeline, Insurance, Supply Chain, Earnings Misconceptions (04.29.21) ➤ Elon Musk shares a new timeline for release of Tesla’s FSD Beta V9.0 and discusses some of that changes that are coming ➤ Tesla preparing for Tesla Insurance expansion in several states ➤ Pierre Ferragu reports on interesting supply ...
04.29.2021 Berlin Batteries, TSLA Drops, Timeline & Price Changes, China Follow Up, Semiconductors (04.28.21) ➤ Tesla stock continues to fall after reporting Q1 earnings ➤ Brandenburg reports Tesla’s intent to modify their production approval application to include battery cell production ➤ Tesla updates delivery timelines for Model Y in Europe, Model S/X in the ...
04.27.2021 Jim Cramer & Rob Maurer Discuss Tesla's Q1 Earnings + Key Takeaways (04.27.21) ➤ Jim Cramer & Rob Maurer join Katherine Ross to discuss Tesla stock's reaction to the company's Q1 earnings report and investor conference call ➤ How strong were Tesla's financials? ➤ Understanding Tesla's margins ➤ Tesla's stance on digital currencies ...
04.27.2021 Q1 Tesla Earnings Report - Financials and Shareholder Letter Analysis (04.26.21) Tesla reports a Q1 earnings beat with earnings per share of $0.93. Follow Rob Maurer's live reaction on Tesla's financials, then tune in for the earnings call! Earnings call livestream: https://youtu.be/mBvyJk5O3A0 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer ...
04.24.2021 What To Expect From Tesla Earnings - Q1 2021 (04.23.21) YouTube link: https://youtu.be/ja8gWQ2Pqm0 ➤ Tesla is set to report earnings after market close on Monday, April 26. Join Rob Maurer for a live discussion on what to expect from Tesla's Q1 2021 earnings report and the most important financial results ...
04.22.2021 TSLA Bull Case Presented by Rob Maurer at Benzinga Cleantech Conference (04.22.21) ➤ Rob Maurer presents the bull case for TSLA stock in 2021 and provides counter-arguments to claims that Tesla is overvalued, in a bubble, and structurally unprofitable ➤ This presentation was given at Benzinga's Cleantech and Small Cap conference on ...
04.22.2021 China Shanghai Protest Coverage Escalates, Tesla India, Conquest Sales, Semiconductors, Cadillac Lyriq (04.21.21) ➤ Taking a closer look at the Tesla protest in China and reactions across social media ➤ Tesla hires new executives in India, reportedly narrows location search for first corporate office ➤ Tesla’s general counsel leaves for lidar startup ➤ ...
04.20.2021 Questions for Tesla / Elon Musk on Earnings Call + Tesla Shanghai Protest, TSLA Price Target (04.20.21) ➤ Voting for questions for Tesla’s Q1 earnings call is now open. Here are my questions: 1. https://saytechnologies.com/s/8b9c38a2 2. https://saytechnologies.com/s/680ec168 ➤ Tesla supplier prepares for large 2021 order quantities ➤ More information on Tesla accident in Texas ➤ Mizuho Securities ...
04.20.2021 Fatal Accident Unlikely “Driverless” Despite Reports + Tesla Safety Report, Shanghai Auto Show (04.19.21) ➤ Fatal Tesla accident captures headlines after local law enforcement says the vehicle had no driver ➤ Tesla releases Q1 accident and fire safety report ➤ Ron Baron talks Tesla, SpaceX, and Elon Musk ➤ Tesla establishes new insurance company ...
04.16.2021 Cybertruck at Giga Texas, Huawei Autonomy, SpaceX Awarded HLS by NASA (04.16.21) YouTube link: https://youtu.be/MIqw2_nYtxY ➤ Elon Musk takes the Tesla Cybertruck to Giga Texas ➤ Musk tweets about Texas and Berlin production ➤ Huawei demos autonomous driving in cities ➤ Nasa set to announce major mission award Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast ...
04.16.2021 AI Day: What to Expect, FSD Beta & Subscription, S/X Refresh, Huawei, Cruise, EQS (04.15.21) ➤ Elon Musk sets targeted date for Tesla AI Day, what will Tesla unveil? ➤ Timeline updates on Tesla’s FSD Beta rollout and the FSD subscription option ➤ Tesla fails inspection in Fremont ➤ IDRA equipment arrives at Giga Texas ...
04.14.2021 Interview: Tesla's Neural Networks, Autonomous Driving, and Computer Vision w/ James Douma (04.14.21) ➤ James Douma joins Rob Maurer to discuss Tesla's approach to autonomous driving, computer vision, deep learning, how neural networks work, their history, and how they may scale from here ➤ Past episode with James: https://bit.ly/32gxlgS 0:00 Background 0:50 TSLA ...
04.14.2021 Musk's CEO Role, TSLA Stock Rises, Credit Suisse, Shanghai Model Y, MotorTrend, ID.4 Teardown (04.13.21) ➤ TSLA stock has best day in over a month as trading volume picks up ➤ Credit Suisse expects Tesla Q1 earnings beat ➤ Business Insider reports that Tesla offered CEO job to automotive veteran in 2015 ➤ SpaceX wins ...
04.13.2021 TSLA Upgrade, Elon Tweets, Tokenized Stock, Energy, Solar Roof, Nvidia (04.12.21) ➤ TSLA stock upgraded by Canaccord Genuity analyst Jed Dorscheimer alongside a 150% price target increase ➤ Elon Musk tweets about going to the moon and Tesla’s decision to remove radar from the FSD beta ➤ Binance begins trading of ...
04.10.2021 FSD V9, More Price Changes, China Sales, Earnings Date, Budget, Boring Co, Neuralink (04.09.21) ➤ Elon Musk says a massive step change is “almost ready” for Tesla ➤ Tesla raises prices again, the third time in the last month ➤ Model 3 gets an interior update in the US ➤ March sales reported in ...
04.09.2021 Giga Berlin Timeline Confirmed, China Design, Semi, Musk Thanks Suppliers, Macro News (04.08.21) ➤ Tesla voices frustration with German approval processes in a letter which confirms operational timeline target ➤ Tesla creates social media “ad” for China Design studio ➤ Tesla Semi may be perfect vehicle for logging operation in Canada ➤ Elon ...
04.08.2021 Prefab Superchargers, EV Credit, China Margins, S/X VIN Assignment, ID.4 (04.07.21) ➤ Tesla adopts new strategy for Supercharger rollout ➤ Transportation Department emails shares infrastructure plan funding details for electric vehicles ➤ Morgan Stanley says owning TSLA stock is less risky than not owning it ➤ Discussing Tesla’s margin on the ...
04.07.2021 Giga Press Orders, Texas Batteries, US Tax Credit, Supercharging, VPP (04.06.21) ➤ IDRA group discusses Giga Press orders, what does it mean for Tesla? ➤ IDRA video 1: https://youtu.be/DbxxrbYWN74 ➤ IDRA video 2: https://youtu.be/Div0BMetUxM ➤ Battery cathode plant grading started at Giga Texas ➤ Assessing some rumors on the possible US ...
04.06.2021 TSLA Stock/Analysts React to Deliveries, Shanghai, Tim Cook on Musk/Tesla, EQS, Announcement (04.05.21) ➤ TSLA stock increases just 4% after Q1 delivery beat ➤ Discussion of analyst reactions to Tesla’s report, and what the market may have missed ➤ Update on Model Y demand in China ➤ New construction near Giga Shanghai ➤ ...
04.02.2021 Live Replay: Tesla Reports Q1 Delivery Beat + Q&A (04.02.21) Watch on YouTube: https://youtu.be/KuhgJNAJVU4 ➤ Tesla has announced Q1 delivery and production numbers, join Rob Maurer for live reaction and analysis, followed by a Q&A; about TSLA stock, annual outlook, earnings expectations, and more. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: ...
04.02.2021 Apple Buying Megapacks, Leaked Email on Deliveries, Regulatory Credit $ From VW (04.01.21) ➤ Apple reportedly placed significant order for Megapacks with Tesla for energy storage project ➤ Possible leaked email from Tesla may give insight on quarterly deliveries ➤ Volkswagen reportedly reached agreement with Tesla to purchase regulatory credits in China ➤ ...
04.01.2021 Will Tesla Beat Delivery Estimates? (Q1-21) + Biden Infrastructure Plan (03.31.21) YouTube link: https://youtu.be/iYg-UhExDCE ➤ Rob Maurer walks through estimates for Tesla’s Q1 delivery and production numbers and how they may compare to Wall St.’s consensus ➤ President Biden unveils $2.3 trillion infrastructure plan, focusing a portion on electric vehicles and ...
03.30.2021 Toyota/Tesla Partnership? + Tesla vs. Rivian Lawsuit, Semi Updates, SN11 (03.30.21) ➤ Japanese automobile industry source claims Tesla and Toyota are in final stage of forming a partnership agreement for an electric vehicle project ➤ Elon Musk tweets again about the Tesla Semi and battery cell constraints as Tesla reportedly works ...
03.30.2021 Cybertruck Pilot Line, Huge Solar Roof Price Increase, Semi, EQS, Boring Co Update (03.29.21) ➤ Tesla reportedly working on Cybertruck pilot production line at Fremont ahead of Giga Texas production ➤ Tesla significantly raises prices on the Solar Roof ➤ Elon Musk confusingly tweets about Tesla Semi status in relation to battery cell constraints ...
03.28.2021 Edmunds Defends Tesla Range Tests - Interview w/ Editor-in-Chief Alistair Weaver (03.28.21) ➤ Edmunds Editor-in-Chief Alistair Weaver joins Rob Maurer to discuss Edmunds’ electric vehicle range tests, Tesla’s performance, test conditions, range buffers, and more. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Plaid producer Ice ...
03.26.2021 Elon Musk Call Details + Tesla The World's Biggest Company? (03.26.21) ➤ Details from Elon Musk's call with Tesla employees leaked ➤ Musk says Tesla may become the world's biggest company, then deletes tweet about it probably happening in a few months Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer ...
03.26.2021 Cybertruck, Pricing, Opening Supercharging, Edmunds Range Tests, Secret Call (03.25.21) ➤ Elon Musk gives teaser on Cybertruck changes ➤ Tesla changes prices again in the United States ahead of quarter end ➤ Rumor indicates Tesla may be close to opening up the Supercharger Network to other electric vehicles ➤ Biden ...
03.25.2021 Bitcoin Payment Added, Potter Note, Smart Shift, China Price, Taycan (03.24.21) ➤ Tesla has added Bitcoin as a payment method, here are the details and the important implications of the move ➤ Alex Potter of Piper Sandler issues updated note on TSLA stock after “Electric Truck Day” ➤ First demo video ...
03.24.2021 Karpathy Talks Deep Learning, Elon Musk, FSD Beta, & Waymo Competition (03.23.21) ➤ In a new interview, Tesla’s Senior Director of Artificial Intelligence, Andrej Karpathy, discusses what led him to Tesla, working with Elon Musk, Tesla’s deep learning strategy, FSD Beta progress, technological limitations, and more. ➤ Link to Karpathy podcast: https://spoti.fi/2Pi4UMa ...
03.23.2021 ARK Invest’s New TSLA Price Target, Monte Carlo Simulations, New Tesla UI, SpaceX (03.22.21) ➤ Analyzing ARK Invest’s newly-published TSLA model ➤ Discussing Monte Carlo simulation models and use cases ➤ Elon Musk responds to China’s military restriction of Tesla ➤ New Tesla user interface software spotted in refreshed Model S ➤ Elon Musk ...
03.19.2021 China Military Tesla Restrictions/Risk + New Giga Press, Bitcoin, SpaceX (03.19.21) ➤ China places restrictions on Tesla vehicles for military personnel due to data collection concerns ➤ IDRA announces secured order for 8,000 ton casting machine ➤ Tesla set to open additional Michigan location ➤ SpaceX rumored to have invested in ...
03.19.2021 Bigger EV Incentives Coming? + UK Grant Change Drops Tesla/Others, Giga Berlin Timeline, Tilburg (03.18.21) ➤ Electric vehicle incentives come into focus in the United States as Senate Majority Leader prepares proposal ➤ UK suddenly changes EV incentive structure, making Tesla and others ineligible ➤ Tesla’s Giga Berlin production timeline discussed at Brandenburg Committee for ...
03.18.2021 Berlin Cell Factory News, TSLA Notes, Norway, BMW i4, Volkswagen, Toyota EV (03.17.21) ➤ Update on Tesla’s battery cell factory plans for Giga Berlin ➤ Federal Reserve comments on interest rate expectations ➤ Model Y bodies spotted at Giga Berlin ➤ Tesla’s European deliveries spike as end of quarter approaches ➤ Morgan Stanley ...
03.17.2021 Interview: The Limiting Factor on VW Power Day, Solid-State Batteries, Tesla’s Advantages & More (03.17.21) ➤ Rob Maurer is joined by Jordan Giesige of The Limiting Factor to discuss Volkswagen’s Power Day, how it compares to Tesla’s Battery Day, outlook for VW, solid-state batteries, Northvolt, Quantumscape, and more. ➤ Find Jordan’s channel here: https://www.youtube.com/channel/UCIFn7ONIJHyC-lMnb7Fm_jw Twitter: ...
03.16.2021 Autobidder Capacity, New Energy Projects, Insurance Telemetry, Musk History (03.16.21) ➤ Tesla employee discloses amount of installed energy capacity leveraging Tesla’s Autobidder software ➤ New Tesla Energy projects reported in UK, Israel ➤ Tesla Insurance telemetry collection spotted in firmware by @greentheonly as Tesla prepares to expand state availability ➤ ...
03.16.2021 Titles, NFTs, Volkswagen Power Day, FSD Beta (03.15.21) ➤ Elon Musk takes title of Technoking of Tesla, CFO dubbed Master of Coin ➤ Tesla expands FSD Beta, but delays “the button” ➤ FSD Beta handles Chestnut Street: https://twitter.com/WholeMarsBlog/status/1370974296730824704?s=20 ➤ NFT interest spikes, Elon Musk possibly offers his own ...
03.13.2021 Investor Sues Elon Musk, Tesla Board + Fremont Fire, Tesla Insurance, Market Share (03.12.21) ➤ Fire at Tesla’s “Gigapress” in Fremont factory contained with no reported injuries ➤ Investor lawsuit filed against Elon Musk and Tesla board of directors ➤ EV market share continues to make the rounds, Piper Sandler’s Alex Potter chimes in ...
03.12.2021 More Price Changes, Plaid+ Timeline, New TSLA Analyst, China Quality, Semi (03.11.21) ➤ Tesla adjusts US pricing for the third time in the last month ➤ Model S Plaid+ delivery timeline change ➤ China vehicles compared on complaints per 10,000 vehicles ➤ Mizuho initiates coverage on TSLA stock with a buy rating ...
03.11.2021 People Are Wrong About Tesla’s Battery Costs + IIHS Study, Security Breach (03.10.21) ➤ Research group publishes study on Tesla’s battery costs compared to the rest of the automotive industry ➤ GM EV Day recap episode: https://youtu.be/4qbwoXxtQzk ➤ IIHS publishes study on automated driving assistance system impact on driver situational awareness ➤ China ...
03.10.2021 TSLA Rockets to Biggest Day Ever + Shanghai Production, FSD Beta, New Street Upgrade (03.09.21) ➤ TSLA stock jumps 20%, increasing by more than $100 per share in a single day ➤ Last year’s TSLA price jump episode: https://youtu.be/x2Z8pZjF8vU ➤ Analyzing Tesla’s Giga Shanghai production for the first quarter as February numbers are released ➤ ...
03.09.2021 Starlink + Tesla, FSD Beta Expansion, Internal FSD Emails, Cathie Wood on TSLA, Nickel Supply (03.08.21) ➤ SpaceX files with the US Federal Communications Commission for mobile Starlink ground stations ➤ TSLA stock falls another 5% ➤ Elon Musk says FSD Beta expansion via download button coming soon ➤ Tesla internal emails with California DMV discussing ...
03.05.2021 A Simple Explanation of TSLA's Valuation (03.05.21) Today's episode involves spreadsheets, so video may be preferred: https://youtu.be/i9eWmAkTTTw ➤ Rob Maurer discusses Tesla's valuation after the recent decline in TSLA's stock price. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Liftoff - The Early Days of SpaceX: https://amzn.to/3uWWdr9 Plaid ...
03.04.2021 Elon Musk & The Launch of SpaceX - Liftoff Author Eric Berger Interview (03.04.21) ➤ Rob Maurer sits down with Eric Berger, author of the new book ‘Liftoff’, to discuss the early days of SpaceX, the company’s evolution, Elon Musk’s management style, balancing SpaceX with Tesla, Gwynne Shotwell, and more. Find Liftoff here: https://amzn.to/3uWWdr9 ...
03.04.2021 EV Market Share is Overrated, FSD Updates, UBS Increases Price Target (03.03.21) ➤ An argument against a commonly-used metric to evaluate Tesla and the electric vehicles landscape ➤ Morgan Stanley issues note on Tesla, Ford Mustang Mach E, US EV market ➤ UBS increased TSLA price target ➤ Elon Musk tweets about ...
03.03.2021 New Solar Roof Design, Tesla India, Starbase Texas, Volvo, Nio (03.02.21) ➤ Tesla spotted testing what appears to be a new Solar Roof design ➤ Transport minister in India offers heavy incentives for Tesla ➤ Addressing Tesla’s market share in Europe ➤ Elon Musk tweets about intent to create Texas town ...

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