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

Q3-20 TSLA Earnings Report ...

10.21.2020

Highly recommend this episode on video due to the amount of numbers: https://youtu.be/vq3_IzrD5MY Recap of Tesla's Q3 earnings report and shareholder letter. Rob Maurer analyzes Tesla's results and why TSLA stock is trading up after the report. You can listen ...

Tesla Daily: Tesla News & Analysis episodes:

10.21.2020 Q3-20 TSLA Earnings Report Recap (10.21.20) Highly recommend this episode on video due to the amount of numbers: https://youtu.be/vq3_IzrD5MY Recap of Tesla's Q3 earnings report and shareholder letter. Rob Maurer analyzes Tesla's results and why TSLA stock is trading up after the report. You can listen ...
10.20.2020 TSLA Q3 Earnings Preview & Estimates (10.20.20) Tesla Q3 earnings preview by Rob Maurer of Tesla Daily. Forecasts for Tesla's revenue, profit, expenses, and earnings are discussed in detail and compared to Wall Street consensus estimates for the third quarter. Tesla reports earnings on Wednesday, October 21, ...
10.17.2020 All of Tesla’s 2021 Model Year Updates! (10.16.20) ➤ Tesla has updated their entire vehicle lineup for model year 2021, extending range and adding features ➤ Breaking down all the changes over the last week and possible explanations for the advancements Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who ...
10.15.2020 TSLA Bull Case / Q&A With Alex Potter and Rob Maurer (10.15.20) Live discussion on Tesla stock with Alex Potter, analyst at Piper Sandler, and Rob Maurer of Tesla Daily. Discussion includes valuation of Tesla's autonomous driving and energy business lines, reactions to Battery Day, TSLA's upside, analyst perception, and more. Potter ...
10.15.2020 Musk (Again) Cuts Model S Price, Ron Baron on TSLA, Q3 Earnings Questions, 7-Seat Model Y (10.14.20) ➤ Ron Baron discusses Tesla on CNBC, says he expects TSLA valuation to eventually increase to $2 trillion ➤ Goldman Sachs increases TSLA price target to $450 ➤ Question submission and voting process opens up for Tesla’s Q3 earnings call ...
10.14.2020 Model S Price Cut, X Range Increase(?), FSD Rewrite, S&P Upgrade (10.13.20) ➤ Tesla cuts Model S price by $3k ➤ Model X vehicle delivered to customer shows higher range ➤ Tesla full self-driving software rewrite to launch in “limited beta” next week ➤ S&P; Global upgrades Tesla credit rating ➤ China-made ...
10.12.2020 Interview: Pierre Ferragu on Tesla and $578 Price Target (10.12.20) Pierre Ferragu of New Street Research recently published a street-high TSLA price target of $578 per share. In today's live interview, Pierre joins Rob Maurer of Tesla Daily for a discussion on Tesla's position in the automotive market, TSLA's stock ...
10.09.2020 Model 3 Update, Earnings Scheduled, FSD, Snake Charger, EV Maintenance (10.09.20) ➤ New photos of Model 3 at Tesla’s Fremont factory fit rumors of updates to the vehicle ➤ Tesla schedules Q3 earnings report earlier than some expected ➤ Elon Musk tweets updates on Autopilot / Full Self-Driving progress and Tesla’s ...
10.08.2020 4680 Battery Rollout Plan + Elon Musk Production Email (10.07.20) ➤ Elon Musk shares more details on Tesla’s in-house 4680 battery cell plans and production roadmap ➤ Analyzing a potential rollout plan by Tesla factory and product line for Tesla’s battery cells ➤ Leaked Elon Musk email discusses annual production ...
10.07.2020 Shanghai Model Y, Tesla PR, Chamath on Tesla, Polestar 2, Mercedes Strategy Update (10.06.20) Updates on Shanghai Model Y production, Tesla’s public relations team, Mercedes-Benz new strategy and more. Timestamps: 0:23 TSLA stock update 1:07 Made-in-China Model Y production plans 5:04 Tesla & BHP talk nickel supply 6:11 Discussing Tesla’s PR strategy 10:09 Chamath ...
10.06.2020 New Acquisition, Possible India Gigafactory, Indonesian Nickel, Giga Berlin Updates (10.05.20) ➤ Tesla acquires another German automation company ➤ India government, Elon Musk comment on Tesla in India ➤ Tesla reaches out to Indonesia, a nickel production powerhouse ➤ Giga Berlin hiring timeline reported by Tesmanian ➤ Germany September automotive sales ...
10.02.2020 Record Quarterly Deliveries & Production in Q3 2020 (10.02.20) ➤ Tesla reports quarterly deliveries +53% sequentially, +43% to last year, and +24% to the previous quarterly record ➤ With new record production of 145,000 vehicles, Tesla may have a path to achieving their original 2020 guidance of 500,000+ vehicle ...
10.01.2020 Q3 Delivery & Production Estimates/Preview (10.01.20) YouTube link: https://youtu.be/OqjjGz5FpSc ➤ In depth forecast of Tesla's Q3 2020 delivery and production numbers as well as analyst consensus estimates ➤ Tesla is expected to report Q3 delivery and production numbers before October 5th, likely on October 2nd ➤ ...
10.01.2020 Solar Roof Price Drop, Delivery Record, LFP Model 3 (09.30.20) ➤ Tesla updates Solar Roof webpage, drops prices ➤ Electrek reports follow-up information on record delivery target Elon Musk email ➤ Tesla reportedly on the verge of releasing lithium iron phosphate (LFP) Model 3 from Giga Shanghai Twitter: https://www.twitter.com/teslapodcast Patreon: ...
09.30.2020 Walmart Triples-Down on Tesla Semi, Ford Cuts Prices on Mustang Mach-E (09.29.20) ➤ Walmart Canada more than triples orders for Tesla Semi ➤ Ford cuts prices on all-electric Mustang Mach-E ahead of launch ➤ Toyota discusses electric vehicle targets ➤ BMW makes plans for M performance electric vehicle ➤ Tesla updates investor ...
09.29.2020 Musk Talks TSLA Stock, Battery Day Reactions, EV Market + Tesla Interest in LG Investment? (09.28.20) ➤ Elon Musk discusses Tesla’s stock price, media coverage and Wall St. reactions to Battery Day, and more in a new interview with Kara Swisher. Transcript: https://www.nytimes.com/2020/09/28/opinion/sway-kara-swisher-elon-musk.html?showTranscript=1 ➤ Musk congratulatory on Tesla quarterly deliveries, but notes logistical challenges ➤ Discussion ...
09.26.2020 Model Y Acceleration Boost, Tesla Expands Giga Texas Land (09.25.20) ➤ Tesla reportedly acquires additional land to expand Giga Texas site ➤ Tesla introduces software option for the non-performance all-wheel drive Model Y offering increased acceleration ➤ Stay tuned for an upcoming appearance podcast guest appearance by Rob Maurer Twitter: ...
09.25.2020 Factory Size and Battery Investments, 4680 Charging, California to Ban ICE (09.24.20) ➤ Tesla’s Battery Day presentation gives clues to Tesla’s Gigafactory plans, vehicle production goals, and the required investment in battery production over the next 10 years ➤ Examining Supercharging rates on Tesla’s new 4680 battery cell ➤ Elon Musk discusses ...
09.23.2020 Battery Day: Tesla’s Path to Becoming the Most Valuable Company in the World (09.22.20) Recap and insights from Tesla’s Battery Day presentation by Rob Maurer of Tesla Daily. ➤ Tesla unveils new in-house battery cell with larger form factor, tabless design, better performance, and lower cost ➤ Elon Musk and Drew Baglino discuss Tesla’s ...
09.20.2020 The Most Important Thing to Know About Battery Day (09.20.20) ➤ Tesla may be unveiling a new battery cell and battery production line at Battery Day, improving energy density and lowering cost. But none of those developments are the most important thing to know about Tesla's Battery Day... ➤ Full ...
09.18.2020 Battery Day Preview: What to Expect Ahead of Tesla’s Battery Day (09.17.20) 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 ...
09.17.2020 New Battery Cell? + Credit Suisse Outlines $1T TSLA Valuation Scenario (09.16.20) ➤ 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 ...
09.16.2020 First Berlin Production Equipment, New Largest Supercharger Location, Daimler Emissions (09.14.20) ➤ 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 ...
09.15.2020 Autopilot Rewrite, China Model Y Production Volume/Timing, Bill Gates/Elon Musk, Tesla Solar (09.14.20) ➤ 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 ...
09.12.2020 Shanghai Exports? + Analyst Updates, Musk Tweets (09.11.20) ➤ 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 ➤ ...
09.11.2020 Giga Berlin Growth Plans, Lucid Air Reveal Recap & Analysis (09.10.20) ➤ 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 ...
09.09.2020 Giga Texas Timeline Update, Giga Shanghai/New York Growth, Musk Comments on Lucid, TSLA Rebounds (09.09.20) ➤ 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 ...
09.09.2020 TSLA’s Worst Day Ever, $5B Raise Completed, Musk & Volkswagen, Delivery Wait Times (09.08.20) ➤ 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 ...
09.03.2020 Gordon Johnson and Rob Maurer Debate TSLA Bull/Bear Thesis (09.03.20) 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 ...
09.03.2020 Battery Day Invitations, Baillee Gifford Lowers TSLA Stake, Elon Musk in Germany (09.02.20) ➤ 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 ...
09.02.2020 Potential $5B Capital Raise, TSLA S&P 500 Inclusion Check-In, China Model Y (09.01.20) ➤ 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 ...
09.01.2020 TSLA All-Time High After Stock Split, Musk Heads to Germany, Firmware 2020.36, Supercharging, Ford Battery Strategy (08.31.20) ➤ 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 ...
08.29.2020 No, Tesla Doesn't Need Regulatory Credits to Make Money (08.28.20) ➤ 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 ...
08.28.2020 Battery Day Teaser, Extortion Sting Operation, Octovalve Updates, Lucid Air Battery (08.27.20) ➤ 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 ...
08.27.2020 TSLA Bull/Bear Debate: Rob Maurer of Tesla Daily & David Trainer of New Constructs (08.26.20) 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, ...
08.26.2020 Model Y Casting Stats, California Fires, New Model 3 Trim (08.25.20) ➤ 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 ...
08.25.2020 Silicon Nanowire Batteries: Amprius and Tesla Battery Day(08.24.20) ➤ 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 ...
08.24.2020 Maurer/Cramer: Wedbush $3,500 Bull Case, Growth in China, Tesla Battery Day (08.24.20) 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 ...
08.22.2020 Incredible Tesla Satisfaction Results, Tesla Service Expansion, New Interior Monitoring System (08.21.20) ➤ 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 ...
08.21.2020 3-Year Anniversary of Tesla Daily - Checking In (08.20.20) 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 ...
08.21.2020 TSLA Stock Hits $2,000, Panasonic Increasing Battery Investment, California Blackouts (08.20.20) ➤ 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 ...
08.19.2020 Jim Cramer & Rob Maurer Discuss TSLA Stock, Elon Musk, Tesla's Battery Day, and Tesla's Advantages (08.19.20) 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 ...
08.19.2020 Project Dojo, Hardware 4.0, TSLA Stock, Autopilot Rewrite (08.18.20) ➤ 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 ...
08.14.2020 Insurance in China, Stock Split Questions, Model Y Casting, Lucid Air, Tesla Energy/Charging/Talent (08.13.20) ➤ 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 ...
08.13.2020 Rob Maurer Presents TSLA Bull Case to Northwestern Master's Students + Q&A (08.12.20) ➤ 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 ...
08.12.2020 TSLA Stock Split Analysis (08.11.20) ➤ 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 ...
08.11.2020 XPeng Preps US IPO, Giga Texas Costs, Giga Shanghai Phase 2 (08.10.20) ➤ 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 ...
08.09.2020 When Will Tesla Be Added to the S&P 500? (08.08.20) 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 ...
08.07.2020 RWD Model Y Coming Soon? Plus Tesla Custom Wraps (08.06.20) ➤ 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 ...
08.06.2020 BMW & Other Earnings, SpaceX Starship SN5 Test Flight (08.05.20) ➤ 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 ➤ ...

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