Podcasts by Tesla Daily: Tesla News

Cybertruck Orders Expanded, Engineering Deep Dive, Ford to Cut F-150 Lightning Production (12.11.23) from 2023-12-12T01:11:18

➤ Tesla extends order invitation to more Cybertruck reservation holders
➤ Munro discusses Cybertruck with Tesla team: https://youtu.be/J5zDNaY1fvI
➤ Carwow tests Cybertruck vs. Ford ...

New Visualizations, Bernstein, China Records, Thailand Interest, Model Y (12.08.23) from 2023-12-09T02:07:35

➤ Tesla teases a number of new features coming soon
➤ Bernstein calls TSLA short their best idea for 2024
➤ Tesla China sales and production
➤ Model Y standard range sells out<...

Munro Cybertruck Review, Dojo Lead Departs, Piper Sandler Reiterates TSLA Confidence (12.07.23) from 2023-12-08T04:35:44

➤ Munro gives initial impressions of Cybertruck drive https://youtu.be/aWQpEBtZEno
➤ More details on Cybertruck referral prize
➤ Tesla’s senior director of Autopilot hardware
➤...

New Cybertruck Details, China Expansion Report, Holiday Software, Union Updates (12.06.23) from 2023-12-07T03:57:31

➤ Tesla invites select reservation holders to complete Cybertruck orders
➤ More Cybertruck features shared
➤ Report out of China on Giga Shanghai expansion plans
➤ Unions threa...

Musk Comments on Next-Gen Tesla, Cybertruck + China Sales Spring Ahead (12.05.23) from 2023-12-06T00:45:22

➤ Munro interviews Musk: https://youtu.be/ky1Z2klPalw
➤ New comments on next-gen vehicles, Cybertruck
➤ EPA publishes Cybertruck certification report
➤ China sales continue to ...

First Cybertruck Reviews, Tesla Energy, Incentives, China Sales, Ford EVs (12.04.23) from 2023-12-05T04:35:33

➤ First Cybertruck reviews are in after the delivery event
➤ Cybertruck compared to other EVs
➤ Tesla offer additional discount to reservation holders
➤ Massive new Tesla Energ...

Initial Reaction Following Cybertruck Delivery Event (11.30.23) from 2023-12-01T00:56:16

➤ Rob Maurer shares his initial thoughts after the first Cybertruck deliveries

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Cybertruck Leaks, Dealers Plead for EV Slow Down, China, Thailand, Cruise (11.28.23) from 2023-11-29T01:56:05

➤ Numerous new Cybertruck details appear in Tesla app
➤ China sales
➤ Tesla adjust pricing and incentives in China
➤ More Superchargers open to other EVs in China
➤ Tesla...

Cybertruck Week! + FSD 12, Inventory Discounts, xAI (11.27.23) from 2023-11-28T00:45:01

➤ Cybertruck deliveries finally begin this week
➤ FSD v12 starts to roll out to Tesla employees
➤ Reports regarding FSD in China
➤ Tesla adds more inventory discounts
➤ T...

India Report, Indonesia, Pricing, China Sales, Charging, Ford (11.21.23) from 2023-11-22T00:24:33

➤ Tesla reportedly closing in on agreement relating to next factory
➤ Indonesia comments on investment plans
➤ Tesla raises Model Y price in China
➤ China sales update
➤ ...

Cybertruck Hits Stores, New Details Revealed, Analyst Updates, Ads, FSD, OpenAI, SpaceX (11.20.23) from 2023-11-21T01:18:45

➤ Cybertrucks begin being displayed at Tesla stores
➤ New official Cybertruck specs from Tesla
➤ Battery size rumor
➤ Analyst updates from Jefferies, Piper Sandler
➤ More...

Musk Faces Backlash on Comments, Cybertruck Report, Ad Campaigns (11.17.23) from 2023-11-18T01:21:23

➤ Musk faces backlash by White House and others on X comments
➤ Report regarding Cybertruck delivery plans
➤ Tesla video ad campaign update
➤ Rumored continuation of China pric...

New Video Advertisement, Campaign Manager, Musk Meeting, Amazon Car Partnership (11.16.23) from 2023-11-17T04:27:09

➤ Tesla starts video advertising on YouTube
➤ Tesla lists campaign manager job opening
➤ Musk meets Xi Jinping
➤ Polestar partners with Tesla in China
➤ Senator buys TSLA...

Pricing Updates, Cybertruck Details, FSD Notes, Supercharging Partner (11.15.23) from 2023-11-16T02:49:48

➤ Tesla stock on a tear as markets rise
➤ New Cybertruck details ahead of delivery event
➤ Tesla partners with EG Group on Supercharger hardware
➤ Inventory discounts return on...

Ron Baron Teases $25k Tesla, Shows Off Cybertruck, China Supercharging Partnership (11.10.23) from 2023-11-11T04:17:10

➤ Ron Baron discusses $25k Tesla timeline, shows off Cybertruck at conference
➤ Tesla completes Cybertruck event drawing
➤ More Cybertrucks at Giga Texas
➤ Tesla reportedly set...

Analyst Initiation, UAW Pressure, Highland Production, Musk/Lex, SpaceX (11.09.23) from 2023-11-10T03:21:30

➤ TSLA stock falls after analyst initiates coverage
➤ President Biden supports efforts to unionize Tesla
➤ Highland Model 3 production for October
➤ Tesla reportedly establishe...

New Cybertruck Details, Tesla China&India Updates, Grok Launch (11.08.23) from 2023-11-10T03:20:42

➤ New details on Cybertruck, matte black version spotted
➤ New equipment arrives at Giga Texas
➤ Tesla raises 3/Y prices in China
➤ China sales updates
➤ Tesla VP shares ...

Giga Berlin Updates, Cybertruck Tested by Top Gear, Cruise Details (11.03.23) from 2023-11-04T00:19:34

➤ Elon Musk talks with employees at Giga Berlin
➤ Top Gear spotted testing Cybertruck in California
➤ EPA holds EV promo contest
➤ Cruise reportedly considering layoffs
➤...

Cybertruck Bed, China Sales, Megapack Stockpile (11.02.23) from 2023-11-03T00:28:38

➤ New video of Cybertruck bed storage
➤ Musk comments on valuation
➤ Tesla China sales
➤ Tesla expands Puerto Rico VPP
➤ Megafactory flyover shows Megapack stockpile
Listen

FOMC, Tesla California Sales, China, Cybertruck, NACS, X (11.01.23) from 2023-11-01T23:43:37

➤ TSLA stock rises alongside market after FOMC meeting
➤ Subaru announces plans to adopt NACS
➤ Tesla increases black paint price
➤ Interesting steering in Cybertruck video
Listen

Musk Teases “Beast Mode” Cybertruck&Other Specs (10.31.23) from 2023-11-01T03:42:47

➤ Musk appears on Joe Rogan’s podcast and discussed the Cybertruck, among other topics
➤ Form 4 for Drew Baglino
➤ Update on Giga Mexico permits
➤ Tesla wins Autopilot lawsuit<...

Industry Demand Commentary, New UAW Target, BYD Earnings (10.30.23) from 2023-10-31T00:39:19

➤ TSLA stock falls after Panasonic earnings comments
➤ UAW reaches agreements with Stellantis, GM
➤ Semiconductor company warns of softening auto demand
➤ BYD posts record prof...

Pricing Updates, Cybertruck Event, Cruise Expands Suspension, Dealer Profit (10.27.23) from 2023-10-27T22:39:55

➤ Tesla adjust Model Y prices
➤ September PCE
➤ Cybertruck delivery event raffle begins
➤ New color for S/X
➤ Highland FSD details
➤ Tesla still discussing investme...

BP Reaches Supercharging Agreement, Ford Delays EVs, Hertz EV Business Challenges (10.26.23) from 2023-10-27T00:30:41

➤ Nasdaq has worst two-day performance of the year
➤ BP to buy $100M of Supercharging hardware from Tesla
➤ Highland Model 3 deliveries start in China
➤ Firmware shows new feat...

Denmark Record, Taxi Market, UAW Strike, EV and Battery Updates (10.25.23) from 2023-10-26T01:26:16

➤ Tesla hits record in Denmark with time to spare
➤ Nasdaq has worst day in 8 months
➤ Tesla added to Fortune fastest-growing companies list
➤ New York City loosens restriction...

Rough Day For GM, Tesla Expansion Update, New Software Features (10.24.23) from 2023-10-25T00:56:48

➤ GM, Cruise share difficult updates
➤ New details on Tesla’s expansion plans
➤ Upcoming software to offer new features
➤ China insured vehicle numbers
➤ Cybertruck updat...

New Info From 10-Q, Highland Deliveries, Giga Nevada, Cybertruck, Theft, UAW (10.23.23) from 2023-10-24T02:24:34

➤ Tesla publishes 10-Q SEC filing with more details from Q3
➤ Model 3 Highland deliveries begin
➤ Giga Nevada update
➤ Musk comments on advertising
➤ Data shows low theft...

Cybertruck Test, VIN Decoder, Price Changes, Mexico, Lawsuit, UAW (10.20.23) from 2023-10-20T23:42:29

➤ Tesla completes an unusual test on the Cybertruck
➤ NHSTA publishes 2024 Tesla VIN decoder, offering new insight on Cybertruck
➤ New comments on Giga Mexico
➤ Tesla adjusts U...

More Earnings Discussion, Performance Model 3, Toyota Adopts NACS (10.19.23) from 2023-10-20T02:25:39

➤ New details on possible performance version on Model 3 Highland
➤ Analysts react to Tesla earnings
➤ Toyota announces intent to adopt NACS
➤ Tesla battery engineer departs Listen

Earnings Preview, BMW Adopts NACS, GM Delays (10.17.23) from 2023-10-18T00:44:45

YouTube link: https://youtube.com/live/HTTcNFQdhUo

➤ Expectations for Tesla’s Q3 earnings report
➤ BMW announces intent to adopt ...

New Market, Cybertruck Side-By-Side, Highland US Release, Superchargers, Ford (10.16.23) from 2023-10-17T02:00:55

➤ Tesla quietly makes plans to launch in a new market
➤ Piper Sandler issues new TSLA note
➤ New photos of Cybertruck compared to other interesting vehicles
➤ Motor Trend revie...

Volkswagen EV Orders Below Target, Cybertruck Details, Tesla Merch (10.13.23) from 2023-10-13T23:41:14

➤ VW comments on EV orders, targets
➤ Kia EV day
➤ 4680 battery storage video
➤ Cybertruck measurement
➤ Tesla Semi event details
➤ New referral program prize
...

Highland Production, Lease Pricing, Employer Rankings, API, Auto Prices (10.12.23) from 2023-10-13T01:21:39

➤ New data shows good news for Tesla production
➤ CPI data
➤ China updates
➤ Tesla lowers lease pricing
➤ Tesla publishes API documentation
➤ Universum releases glo...

Major 4680 Milestone, Tesla Wraps, EV Awareness, China, Wiferion, UAW (10.11.23) from 2023-10-12T02:34:34

➤ Tesla announces major 4680 production milestone
➤ PPI higher than expected
➤ Tesla introduces vehicle wraps
➤ Model 3 PPF video: https://youtu.be/V_KdXVBn2O8
➤ Survey s...

New Tesla Advertisement, Analyst Updates, Energy Project Opens (10.10.23) from 2023-10-11T01:15:53

➤ Tesla appears to begin new advertisement
➤ Analyst updates
➤ New Tesla energy storage project
➤ Tesla comments on Giga Berlin conditions
➤ China insured vehicle numbers...

EV Credit News, Tesla Price Changes, Cybertruck Updates, Brand Loyalty (10.09.23) from 2023-10-09T23:45:26

➤ IRS and Treasury Department issue EV credit guidance
➤ Tesla lowers prices, changes other incentives
➤ Tesla livestreams Cybertruck in Mexico
➤ Cybertruck castings at Giga Te...

SEC Seeks Court Order, Hyundai-Kia Joins NACS, Giga Mexico, Tesla Semi, Calendar (10.05.23) from 2023-10-05T23:29:24

➤ SEC seeks court order against Elon Musk
➤ Tesla granted CT order
➤ Hyundai-Kia joins NACS
➤ Germany sales update
➤ Giga Mexico reports
➤ Updated Model Y photos Listen

Cybertruck Rumors, US Auto Sales, Giga Nevada, Model 3, Referral Program (10.04.23) from 2023-10-05T05:48:29

➤ New Cybertruck rumors following test-drive
➤ Automakers report US sales for Q3
➤ Tesla reportedly finalizes Giga Nevada expansion plans
➤ Model 3 fulfillment for Canada rever...

New Model Y, Cybertruck Details, Semi Insights, Lawsuit, Ford, Rivian (10.03.23) from 2023-10-04T02:17:35

➤ New details on Cybertruck interior and other updates
➤ Tesla releases RWD Model Y in US
➤ Tesla Semi on Jay Leno’s Garage: https://youtu.be/LMKySYs-hCg
➤ Tesla argues lawyer ...

Q3 Delivery&Production Report Reaction (10.02.23) from 2023-10-02T13:58:49

➤ Tesla has released Q3-23 delivery and production numbers

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Q3 Delivery&Production Expectations (09.29.23) from 2023-09-29T23:53:46

➤ Rob Maurer discusses what to expect ahead of Tesla’s Q3 delivery and production report
➤ UAW expands strike
➤ Texas update
➤ Tesla hosts Installer Day
➤ PCE comes in li...

Cybertruck Launch Team, Semi Hits Mileage Record, Piper Sandler, EEOC Lawsuit (09.28.23) from 2023-09-29T00:39:31

➤ Tesla begins prepping “Launch Team” for Cybertruck
➤ Cybertruck and Rivian R1S spotted side by side
➤ Tesla Semi hits daily mileage record
➤ Highland Model 3 updates
➤ ...

Casting Confusion, Level 3 Autonomy, Texas, Highland, Megapack Fire, Hyundai-Kia (09.27.23) from 2023-09-28T00:44:41

➤ Mercedes releases level 3 driving
➤ Adam Jonas note
➤ Confusing report on Tesla casting
➤ Giga Texas updates
➤ Tesla VP on Highland Model 3: https://x.com/xiaoteshushu/...

Point of No Return? + China Sales, Giga Texas, FSD, UAW (09.26.23) from 2023-09-27T01:10:37

➤ Automakers face difficult decisions in new environment
➤ China insured vehicle numbers
➤ Giga Texas updates
➤ New FSD Beta version begins rollout
➤ Tesla adjusts Superc...

Major Optimus Update, Giga Texas, Cybertruck, VPP, Ford, Starlink (09.25.23) from 2023-09-26T00:43:34

➤ Tesla releases Optimus Tesla bot update
➤ Giga Texas employees return
➤ Cybertruck updates
➤ Musk meets with president of Hungary
➤ Tesla expands VPP to San Diego
...

Musk Comments on Performance Cybertruck, Giga Texas Growth Plans, UAW Strike Expands (09.22.23) from 2023-09-23T02:03:35

➤ Elon Musk comments on performance version of Tesla Cybertruck
➤ Nasdaq has worst week in six months
➤ Tesla outlines Giga Texas growth plans
➤ Giga Berlin credited for state ...

Potential Customers Appear Uninformed, India, Thailand, Model 3, 4680, CATL (09.21.23) from 2023-09-22T00:28:09

➤ New survey indicates knowledge gap on EV affordability, experience
➤ Jaguar announces intent to adopt NACS
➤ Tesla reportedly discussing energy storage factory with India
➤ E...

Cybertruck “Very Safe”, FSD Coming Soon Says Ellison + Fed Bumps Rate Outlook (09.20.23) from 2023-09-21T02:02:46

➤ Oracle’s Larry Ellison comments on Cybertruck project and FSD timeline
➤ FOMC holds rates but increases forecast
➤ Tesla adds new referral program reward
➤ Service centers pr...

China Sales, Texas, Patent, Megapack, Legal Reports, UAW (09.19.23) from 2023-09-20T00:43:03

➤ Updated insured vehicle numbers in China
➤ Texas production discussion
➤ New patent published: https://image-ppubs.uspto.gov/dirsearch-public/print/downloadPdf/11764432
➤ Mo...

Major Production Milestone, Dojo Report, Musk Meetings, Hertz (09.18.23) from 2023-09-18T23:53:45

➤ Tesla produces 5 millionth vehicle just months after hitting 4 million
➤ Goldman Sachs lowers TSLA estimates
➤ Report on Tesla’s Dojo plans
➤ Musk meets with prime minister o...

Next-Level Casting Plans, Vehicle Updates, Autobidder, UAW Strike (09.14.23) from 2023-09-16T00:37:22

➤ Tesla reportedly developing next level casting for new vehicle platform
➤ Giga Mexico report
➤ Cybertruck delivery info
➤ Tesla removes 4680 Model Y
➤ Updated Model 3s ...

Interview: The Real Story of Elon Musk with Walter Isaacson (09.14.23) from 2023-09-15T17:14:33

➤ Walter Isaacson joins Rob Maurer to discuss the biography of Elon Musk
➤ Link to book: https://amzn.to/3Zivgxu

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Supercharging Award, Policy Updates, Powerwall 3, Baron, UBS, Semi (09.13.23) from 2023-09-14T02:50:46

➤ Tesla to receive significant funding for charging in Europe
➤ Ron Baron discusses Tesla on CNBC
➤ UBS increases price target
➤ CPI higher than expected
➤ EU / India eva...

New Tesla Semi Data Just Released, Giga Mexico Report, China Sales (09.12.23) from 2023-09-13T01:03:38

➤ New data on Tesla Semi
➤ https://results-2023.runonless.com/truck/?day=1&depot=pepsico&truck=pepsi_tesla1&units=imperial
➤ Tesla reportedly plans to increase Giga Mexico investmen...

Robotaxi Concept, Morgan Stanley Upgrade, FSD 12, China Production (09.11.23) from 2023-09-12T01:37:29

➤ First look at Tesla’s concept for a robotaxi
➤ Morgan Stanley upgrades TSLA stock
➤ New details on FSD 12
➤ China production for August
➤ Giga press photo
➤ Semi ...

Next-Gen Plans, Powerwall 3, Highland, China Sales, Auto Show (09.08.23) from 2023-09-09T01:19:28

➤ Details on Musk’s plans for Tesla’s next-gen vehicles: https://www.axios.com/2023/09/08/walter-isaacson-elon-musk-book-excerpt
➤ Tesla begins Powerwall 3 installations
➤ Parking l...

Charging Announcements, Wait Times, Referral Program, Megapack, UAW (09.07.23) from 2023-09-07T23:13:40

➤ Tesla and Hilton announce charging partnership
➤ Honda announces intent to join NACS
➤ Model X wait times extended, referral rewards reduced
➤ Cybertruck delivery event invit...

China Production Update, Giga Texas, Giga Mexico, Auto Show, AI Plans (09.06.23) from 2023-09-06T23:26:16

➤ Tesla announces Giga Shanghai production milestone
➤ Highland production rumors
➤ Giga Texas updates
➤ Giga Mexico report
➤ Tesla to participate in Detroit auto show Listen

Coming Soon Label Dropped from FSD, China Sales, Highland Updates, NEVI Funds (09.05.23) from 2023-09-05T23:36:21

➤ Tesla has dropped the coming soon qualifier on FSD in the design studio
➤ Updates on China sales, wait times
➤ More news on Tesla’s updated Model 3
➤ Tesla comments on upcomi...

Model S/X and FSD Price Cuts, Highland Updates, Cybertruck Frunk (09.01.23) from 2023-09-02T00:52:37

➤ Tesla significantly reduces prices on Model S/X
➤ Tesla lowers price of FSD
➤ Cybertruck frunk photo
➤ Calendar

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New Tesla Model 3 Arrives - What We Know So Far (08.31.23) from 2023-09-01T03:32:22

➤ Tesla has released the brand new “Project Highland” Model 3

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Training Capability, Highland, Battery Research, Supercharging, Rivian (08.30.23) from 2023-08-31T01:50:06

➤ Details on Tesla’s massive progress this week
➤ GDP / PCE report
➤ Highland update
➤ Dahn Research Group talks Tesla partnership: https://electricautonomy.ca/2023/08/29/tesla...

TSLA Recovers, Excellent China Sales, NHTSA’s Special Request (08.29.23) from 2023-08-30T01:12:25

➤ Tesla stock continues strong run
➤ Market reacts as new economic data is published
➤ Excellent China sales numbers
➤ Project Highland possibly spotted in Europe
➤ Hardw...

FSD Beta v12 Demo, Training Capacity, Hardware 4, Megapack, Lithium (08.28.23) from 2023-08-29T02:00:12

➤ Elon Musk livestreams Tesla’s FSD Beta v12
➤ Tesla compute capacity updates
➤ Hardware 4 information 
➤ Highland / Cybertruck updates
➤ Tesla lithium refinery progress<...

India Path Becomes Clearer, FSD Beta, Highland, Giga Mexico, UAW Authorizes Strike (08.25.23) from 2023-08-29T01:58:55

➤ Tesla’s path to sales in India may be clearer as India considers material change to EVs
➤ Fed Chair Powell speaks
➤ Musk comments on FSD Beta
➤ FSD Beta 11.4.7 starts custome...

New Cybertruck Features, FSD Updates, NHTSA Comments, DOJ Sues SpaceX (08.24.23) from 2023-08-25T00:43:51

➤ New features spotted in Cybertruck photos
➤ Rear brake lights video
➤ Delivery event rumor
➤ FSD Beta 11.4.7 release notes
➤ FSD Beta v12 update
➤ NHTSA comments ...

Cybertruck Delivery Teaser, Production Candidate, Giga Berlin, Texas VPP (08.23.23) from 2023-08-24T01:58:29

➤ Tesla Cybertruck production candidate driven by Elon Musk
➤ NVDA reports strong earnings
➤ Giga Berlin production report
➤ Texas approves Tesla VPP
➤ FSD branch merge Listen

Energy Leader, Solar, Highland, China Sales, Satisfaction, Texas, Canada (08.22.23) from 2023-08-23T00:26:09

➤ Tesla is quietly leading in an under-appreciated market
➤ Tesla reportedly switches up solar strategy
➤ Possible Highland sightings in China
➤ China insured vehicle numbers Listen

Big Ideas, NACS, Highland, Cybertruck, India, Malaysia, UAW, Cruise (08.21.23) from 2023-08-22T00:10:39

➤ Tesla stock has best day in months after being added to “best ideas” list
➤ Honda announces intent to adopt NACS
➤ Highland updates
➤ Cybertruck filming spotted
➤ India...

Life-Saving AEB, Cybertruck, Highland, Japan, Solar Roof, Lamborghini (08.18.23) from 2023-08-19T01:06:25

➤ Tesla automatic braking avoids disaster
➤ Even more Cybertrucks spotted
➤ Highland rumors
➤ Tesla seeks test drivers in Japan
➤ Judge rejects Solar Roof settlement
Listen

Thoughts on TSLA's 25% Drop, Cybertruck, Highland Updates, Rental Business (08.17.23) from 2023-08-17T23:34:37

➤ TSLA stock is down 25% over the last month
➤ Musk arrives in Japan
➤ Cybertrucks arrive in Fremont
➤ Bloomberg reports on Project Highland
➤ Design studio confusion
Listen

Cybertrucks in Transport, Texas NACS, China Discounting, Fremont, SpaceX (08.16.23) from 2023-08-17T01:12:19

➤ Multiple Tesla Cybertrucks spotted in transport
➤ Cybertruck pulls tight u-turn
➤ Texas approves plan to require NACS
➤ Tesla discounts inventory S/X in China
➤ Highlan...

NEVI Funding, Charging Updates, China Sales, FSD, Data Centers (08.15.23) from 2023-08-16T00:28:42

➤ Tesla adds new charging product to shop
➤ Some states announce National Electric Vehicle Infrastructure funding awards
➤ China insured vehicle numbers
➤ Fisker to adopt NACS<...

New Model S/X Trims, China Pricing, Production, Cybertruck (08.14.23) from 2023-08-15T03:12:51

➤ Tesla releases standard range Model S and Model X
➤ Tesla cuts prices on some vehicles in China
➤ July China production
➤ Cybertruck sightings

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Giga Mexico Updates, Megapack, NACS, UAW Demands, X (08.10.23) from 2023-08-10T21:26:54

➤ Progress report on Giga Mexico
➤ New Gigafactory hire
➤ CPI
➤ Megapack sightings
➤ Volex licenses NACS
➤ NHTSA investigates Tesla crash
➤ UAW negotiations r...

New Tesla Hire, Crazy Escalade EV, Highland, Energy Updates, ESG (08.09.23) from 2023-08-10T01:00:12

➤ Tesla hires new lead for Giga Nevada expansion
➤ More insight on EnergyHub partnership
➤ New Highland rumors
➤ Cybertruck update
➤ S&P drops ESG from credit ratings
Listen

China Sales, Third Party Apps, Energy, Rivian Earnings, Calendar (08.08.23) from 2023-08-09T00:14:58

➤ Rivian reports Q2 earnings
➤ Tesla China insured vehicle numbers
➤ Tesla China July sales
➤ Third party apps begin receiving official API access
➤ Tesla partners with V...

CFO Steps Down, Musk Comments, Semi Insights, Superchargers, CATL, Lucid (08.07.23) from 2023-08-07T23:59:08

➤ Zach Kirkhorn steps down as Tesla’s CFO
➤ PepsiCo discusses experience with Tesla Semi so far
➤ New look at Cybertruck frunk
➤ Tesla adds V4 Superchargers at Giga Berlin
Listen

Highland Rumors, China Sales, Fremont Tent, GM’s Struggles on Display (08.03.23) from 2023-08-03T23:07:12

➤ A number of new rumors circulate regarding Tesla Highland production
➤ Apple, Amazon report earnings
➤ China wholesale sales
➤ Fremont tent permit
➤ Tesla advertising u...

FSD Beta’s “Final Piece”, Powerwall Install Speed, India Lease, Rivian (08.02.23) from 2023-08-03T03:57:48

➤ Elon Musk comments on “final piece” for FSD Beta
➤ US debt downgraded
➤ Tesla demonstrates reduction in Powerwall installation speed
➤ Tesla reportedly leases office space in...

Semi Charging Route, China Insured, NHTSA, Fremont, Software Update, F-150 (08.01.23) from 2023-08-02T01:01:41

➤ Tesla seeks federal funds for major Tesla Semi charging route
➤ Weekly China insured vehicle numbers
➤ NHTSA open preliminary evaluation into Tesla steering complaints
➤ Tesl...

Dealership Profits Begin Decline, Tesla Leaves Little Room for GM, Exxon Looks to Supply Tesla (07.31.23) from 2023-08-01T00:56:57

➤ Dealership profits start to decline after inventory shortages
➤ GM announces start of production on Chevy Blazer EV
➤ Mazda discontinues MX-30 sales in US
➤ Exxon reportedly ...

Fremont Production, PCE, Fuel Economy, Giga Texas, India, Supercharging, Ford (07.28.23) from 2023-07-29T04:15:09

➤ Tesla appears to resume production at Fremont after short downtime
➤ PCE comes in below expectations
➤ Safety response at Giga Texas
➤ Cybertruck line video
➤ NHTSA out...

Model 3 Owner Survey, Reuters Special Report, FSD v12, Highland, Ford Earnings (07.27.23) from 2023-07-28T00:32:37

➤ Bloomberg publishes results of Model 3 owners survey
➤ Musk tests FSD Beta v12
➤ Project Highland sightings
➤ California attorney general investigation
➤ Reuters specia...

Stellantis CEO Pokes at Tesla, Automakers Attempt Charging Coalition, Volkswagen Partners with XPENG (07.26.23) from 2023-07-27T03:17:35

➤ Stellantis CEO comments on Tesla's operating margin decline
➤ FOMC meeting
➤ Automakers form US charging company
➤ Tesla acquisition details
➤ Giga Texas expansion
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Top Brand in California, Supercharger V4 Details, FSD Beta 11.4.6 (07.25.23) from 2023-07-26T05:37:28

➤ Tesla overtakes Toyota to become the best-selling brand in California
➤ New insured vehicle numbers
➤ V4 Supercharger details
➤ New Tesla Semi charger 
➤ Tesla starts F...

New Details From Tesla Earnings + India, Cybertruck, X (07.24.23) from 2023-07-25T01:28:39

➤ New details from Tesla’s 10-Q quarterly filing
➤ Calendar
➤ UBS downgrades TSLA stock
➤ India discussions continue
➤ New Cybertruck photos / video
➤ Twitter begin...

Giga Berlin Expansion Plans, New Cybertruck Wrap, Software Update, Extended Financing (07.20.23) from 2023-07-21T23:09:36

➤ Giga Berlin expansion plans: https://www.uvp-verbund.de/trefferanzeige?docuuid=250677b6-a8f4-4850-a126-7d3ff82103ba
➤ Expansion details: https://twitter.com/tobilindh/status/16814270203...

Q2 Earnings Call Takeaways&Analysis (07.19.23) from 2023-07-19T23:46:28

➤ Join Rob Maurer for live reaction to Tesla's Q2 2023 earnings call
➤ Reaction to shareholder letter: https://youtube.com/live/XoZNcLijT1g

Shareloft: https://www.shareloft.com
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TSLA Earnings Preview Q2-23 (07.18.23) from 2023-07-19T01:26:59

➤ Rob Maurer discusses expectations for Tesla’s Q2-23 earnings report
➤ YouTube version: https://youtube.com/live/fRMAXdXuDrw
➤ Earnings context: https://youtu.be/CUwDiyJFov0
 ...

Cybertruck Production Begins, Ford Reacts, Tesla Board Settles (07.17.23) from 2023-07-18T00:26:30

➤ Tesla announces completion of first Cybertruck at Giga Texas
➤ Analysts increase price targets
➤ Ford cuts F-150 Lightning prices
➤ Tesla Semis spotted
➤ Tesla board se...

Musk Updates on Tesla / xAI, FSD Updates, Cybertruck Frame, India, Malaysia (07.14.23) from 2023-07-15T01:27:26

➤ Musk elaborates on relationship between Tesla and xAI, comments on FSD and Dojo
➤ New Cybertruck body-in-white
➤ Panasonic reportedly in discussions with India
➤ Musk meets w...

Big India Plans, PPI, Cybertruck, EV Registrations, Brand, Twitter (07.13.23) from 2023-07-14T00:33:23

➤ Tesla reportedly presents ambitious plans in India
➤ PPI comes in lower than expected
➤ Cybertruck charging teaser
➤ Report on Model Y registration growth
➤ Tesla tops ...

xAI Launches, Cybertruck Bodies, Production Details, Tax Credits, Voting, Lucid(07.12.23) from 2023-07-13T04:48:02

➤ Elon Musk unveils new company: xAI
➤ June CPI
➤ China production
➤ Giga Berlin plans to be published
➤ Tesla expects tax credit reduction
➤ New Jersey continues E...

Toyota’s Baffling Plans Continue, Tesla Electric Progressing, China Numbers (07.11.23) from 2023-07-12T00:36:29

➤ Tesla looks to expand Tesla Electric plans abroad
➤ China insured vehicle numbers
➤ Toyota discusses strange plans
➤ Massive Supercharger in Arizona
➤ Cybertruck contin...

Giga Mexico, China Record, Tesla Bot, Texas, Cybertruck, Catching Up (07.10.23) from 2023-07-11T05:32:49

➤ Update on Giga Mexico’s progress from Nuevo León’s governor
➤ Nasdaq 100 rebalancing impact
➤ Tesla sets quarterly sales record in China
➤ Tesla reportedly lays off battery e...

Q2-23 Delivery and Production Report (07.02.23) from 2023-07-02T21:14:03

➤ Analyzing Tesla’s record Q2 delivery and production numbers
➤ Schedule update

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Twitter: https://www.twitter.com/teslapodcast
Patreo...

Major Charging Developments, China Sales Record, Stellantis, Ads (06.27.23) from 2023-06-28T07:01:27

➤ Volvo agrees to adopt NACS
➤ SAE fast tracks standardization of NACS
➤ Tesla sets record in China
➤ Tesla brand loyalty shows strength
➤ Chargepoint readies NACS
...

Goldman Downgrade, Cybertruck Details, Giga Mexico Rumor, Project Highland, Calendar (06.26.23) from 2023-06-27T09:05:55

➤ TSLA stock downgraded by Goldman Sachs
➤ Deutsche Bank increases delivery estimates
➤ New Cybertruck details
➤ Highland rumors
➤ Giga Mexico report
➤ Spain may be...

Cybertruck Production Closing In, Tesla Supercharging Scores Again, Acquisition (06.23.23) from 2023-06-24T02:56:49

➤ New looks at Cybertruck production processes
➤ Tesla updates Cybertruck reservation page
➤ New Cybertruck patent
➤ Ron Baron expects TSLA to double
➤ Acquisition update...

Highland Rumors, Jonas Downgrade, Cybertruck, China, Initial Quality, Ford Loan (06.22.23) from 2023-06-23T00:16:08

➤ Rumors on Tesla’s Model 3 refresh
➤ Morgan Stanley downgrades TSLA stock
➤ Cybertrucks spotted in pairs
➤ China extends NEV purchase tax exemption
➤ Musk comments on Do...

Major Dojo Updates, India, Possible Acquisition, NACS, Texas, Rivian (06.21.23) from 2023-06-22T06:59:31

➤ Tesla subtly drops huge news on AI targets
➤ Barclays downgrades TSLA stock
➤ Musk comments after meeting with Indian prime minister
➤ Tesla reportedly makes stealth acquisit...

Rivian Joins NACS, Huge Tesla Energy Project, Musk Meetings Continue, FSD Beta, China (06.20.23) from 2023-06-20T23:53:21

➤ Rivian announces plans to implement NACS
➤ Hyundai comments on NACS
➤ Huge energy storage project in Australia
➤ Musk to meet with India prime minister
➤ Tesla likely t...

4680 Milestone, Berlin Tour, China Reports, Powerwall, Semi, Musk Interviews (06.16.23) from 2023-06-16T22:11:57

➤ Tesla announces 4680 battery production milestone
➤ UBS tours Giga Berlin
➤ China expansion reports
➤ New motor rumor
➤ Powerwall rebates
➤ VPP update
➤ Sem...

Incentives, Italy, Giga Berlin Production, Energy, Dealerships (06.15.23) from 2023-06-16T03:11:59

➤ Elon Musk meets with Italian prime minister
➤ Analysts update price targets
➤ Tesla adds free Supercharging incentive to Model 3
➤ Giga Berlin production reports
➤ Drew...

Semi Ramp Delayed, Musk Comments on Charging, Toyota Hopes We Forgot (06.13.23) from 2023-06-14T02:58:16

➤ Elon Musk comments on Tesla Semi ramp and opening up the charging network at EEI conference
➤ CPI mostly in line with expectations
➤ Hardware 4 radar confirmed again
➤ Stella...

GM Shares Tesla Deal Details, TSLA Record Streak, Highland Rumors, Mexico, Nio (06.12.23) from 2023-06-13T00:04:29

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Streak Continues as Charging Dominoes Fall, China Record, Highland Sighting (06.09.23) from 2023-06-10T00:41:56

➤ TSLA stock ties record streak
➤ Analyst updates
➤ Charging companies start to adopt NACS
➤ White House comments on charging subsidies
➤ Project Highland apparently spot...

GM Joins Charging Standard, Factory Rumors, Cybertruck, Supply Chain, Ford (06.08.23) from 2023-06-08T22:06:57

➤ GM announces plan to adopt NACS, access Tesla’s Supercharger network
➤ TSLA stock streak continues
➤ Analyst initiates buy rating
➤ Tesla rumored to have interest in Spain fa...

TSLA Stock on Historic Run + Tesla Talks With Mongolia / India (06.07.23) from 2023-06-07T23:39:19

➤ Tesla stock continues historic run
➤ Canada raises interest rates
➤ Musk meets with Mongolian Prime Minister
➤ Report on Tesla and India
➤ New Tesla Energy project
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Additional EV Credits Dropped, Strong Tesla China Numbers, Project Highland Sighting (06.06.23) from 2023-06-07T01:05:01

➤ Plans to include EVs in biofuel credit system reportedly dropped
➤ China insured vehicle numbers
➤ Project Highland sighting
➤ LR Model 3 in inventory
➤ Intel to sell s...

Ford CEO Explains Tesla's Dominance, China Sales, Shanghai Security, FSD, Referrals, Panasonic (06.05.23) from 2023-06-06T00:30:31

➤ Ford CEO Jim Farley explains Tesla’s huge lead
➤ Citi, Piper Sandler analyst notes
➤ China May sales
➤ Giga Shanghai increases security
➤ GM CEO Mary Barra discusses EV...

Model 3 Credit, China Purchase Tax, Cybertruck Castings, GM/Stellantis (06.02.23) from 2023-06-02T22:00:21

➤ Tesla just updated tax credit information for the Model 3
➤ China to extend EV purchase tax exemption
➤ Cybertruck castings seem to appear at Giga Texas
➤ GM / Stellantis com...

Global Auto Rankings, Shanghai, Inventory, Pricing, India, Norway, BYD (06.01.23) from 2023-06-02T00:50:05

➤ Tesla rated as number one global automaker in ICCT research report
➤ Tesla publishes conflict minerals report
➤ Elon Musk returns from China
➤ Tesla adjusts inventory discoun...

Project Highland, Tesla Energy, Hardware 4, Musk Interview, Lucid (05.31.23) from 2023-05-31T23:16:41

➤ Tesla reportedly plans early glimpse of updated Model 3 during Musk visit to China
➤ Musk continues meeting with government officials
➤ Tesla to supply massive energy storage proje...

Musk Visits China, Tesla Seeks AI Talent, FSD Beta 11.4.2, NHTSA, Colorado Credit (05.30.23) from 2023-05-31T01:56:48

➤ Elon Musk lands in Beijing for visit
➤ Tesla SEC filings
➤ Insured vehicle data
➤ Tesla wins lawsuit
➤ FSD Beta 11.4.2 released
➤ Tesla lists job for large langua...

Massive Partnership, Hardware 4, Cybertruck Interior, Model Y, Data Leak, Neuralink (05.25.23) from 2023-05-25T23:51:47

➤ Jim Farley and Elon Musk announce major partnership between Ford and Tesla
➤ FSD Hardware 4 starts to roll out to more vehicles
➤ FSD Beta appears internationally
➤ Cybertruc...

New State EV Credit, TSLA Option Exercise, NVDA Skyrockets, Tesla Berlin Event? (05.24.23) from 2023-05-25T01:21:37

➤ Nvidia rockets after earnings beat, strong guidance
➤ DeSantis Twitter space crashes
➤ Tom Zhu exercises TSLA options
➤ New state adds EV credit
➤ More insight on brand...

Musk Teases Another New Gigafactory, Tesla Brand Drops, FSD Expansion (05.23.23) from 2023-05-24T01:49:08

➤ Elon Musk teases new factory in interview with The Wall Street Journal, among other topics
➤ Tesla brand reputation sharply declines in Harris poll
➤ New insured vehicle data from ...

Musk Receives Vote of Confidence, Ford Plans for ICE Growth, Escalade EV Announced (05.22.23) from 2023-05-23T02:05:28

➤ Musk performs well in shareholder vote, favorable in Harris poll
➤ Tesla adds commission pay structure in Europe
➤ New BYD battery charge performance
➤ Ford discusses ICE, EV...

Analyst Encouraged After Tesla Tour, Factory Updates, Chevy Silverado EV (05.19.23) from 2023-05-20T00:40:29

➤ Deutsche Bank issues analyst note after Shareholder Meeting, factory tour
➤ Tesla Asia publishes promotional video
➤ Tesla applies for China expansion
➤ More reporting on Tes...

FSD vs. Waymo, Ford Raises Prices 4x on Blue Cruise, Toyota Continues Toyota-ing (05.18.23) from 2023-05-19T02:55:14

➤ Tesla FSD Beta goes head-to-head with Waymo in Arizona: https://youtu.be/Hv9HtWUf27s
➤ Ford dramatically raises prices on Blue Cruise driver assist
➤ Senators push for mandatory ra...

Shareholder Meeting, Advertising, Musk Interview, India Factory, Reliability (05.17.23) from 2023-05-18T05:27:01

➤ Tesla shareholder meeting reaction
➤ Musk says Tesla will try advertising
➤ Tesla bot update
➤ CNBC’s David Faber interviews Musk
➤ Cybertruck towing
➤ Reuters re...

CEO Drama, Tesla Sales&Production, FSD 11.4.1, Shareholder Meeting (05.15.23) from 2023-05-16T03:41:30

➤ Tesla Daily is back!
➤ Elon Musk appoints new Twitter CEO
➤ Tesla set for shareholder meeting
➤ Tesla Y price increases, sales, wait times, production
➤ Right-hand driv...

Strong Start to Q2 in China, Cybertruck Supplier, Price Changes, Feedback (05.05.23) from 2023-05-06T01:36:17

➤ Tesla sales in China show strong start to second quarter
➤ Zach Kirkhorn files Form 144
➤ Calendar preview
➤ Tesla increases S/X prices internationally
➤ Tesla looks fo...

New Berlin Model Y, Europe Sales, Semi, Track Package, Ford Call, Waymo (05.04.23) from 2023-05-04T23:47:57

➤ Tesla reportedly begins production of new Model Y configuration at Giga Berlin
➤ April sales in Europe
➤ Tesla Semi to participate in trucking event
➤ Tesla announces Model S...

Model 3 LR Returns, FOMC Meeting, Lithium Lab, Megapack, UAW, Boring Co (05.03.23) from 2023-05-04T00:33:42

➤ Tesla adds Model 3 Long Range back to US design studio after nearly a year long hiatus
➤ Fed raises rates, hints at potential pause
➤ Tesla files application for “Lithium Lab”
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Hyper Growth, Price Increases, Solar Developments, New Facility, Roadster, Ford (05.02.23) from 2023-05-03T00:36:51

➤ Tesla leadership in Europe reportedly discusses growth plans
➤ Tesla raises prices in the US and China
➤ Extended financing options added in some markets
➤ Housing developmen...

Potter Price Target, Ford's Advice, Cybertruck, Regional Updates, Factories, FSD, Settlement (05.01.23) from 2023-05-02T01:39:49

➤ Alex Potter of Piper Sandler cuts TSLA price target
➤ Ford CEO Jim Farley shares some advice with Tesla
➤ New Cybertruck photos
➤ Ram truck design contest shows interesting t...

AEB Updates, Cruise Safety Report, Model Y, China, Calendar (04.28.23) from 2023-04-29T00:21:29

➤ Tesla adds new safety features in over-the-air software update
➤ First Republic reportedly headed into FDIC receivership
➤ PCE report for March
➤ Cruise publishes crash data ...

BYD Reports Sequential Declines, Lawsuit, EV Interest, Australia, South Korea, Mobileye (04.27.23) from 2023-04-27T23:55:43

➤ BYD reports sequential decline in revenue and earnings following Tesla price cuts
➤ Musk’s lawyers raise fakes as concern in court case
➤ CarMax releases report on EV interest
Listen

Musk Meets With South Korea, Senate Leader + Inventory, Cybertruck, Enphase (04.26.23) from 2023-04-27T23:35:41

➤ Elon Musk meets with South Korean president to discuss Tesla factory
➤ Musk meets with Senate majority leader Chuck Schumer
➤ Jefferies downgrades TSLA stock
➤ Tesla inventor...

Impact Report, Shareholder Meeting, China Insured, Supercharging, Semi, GM (04.25.23) from 2023-04-26T00:33:01

➤ New insight from Tesla’s latest Impact Report
➤ Full report: https://www.tesla.com/ns_videos/2022-tesla-impact-report.pdf
➤ Highlight report: https://www.tesla.com/ns_videos/2022-t...

10-Q Disclosures, S/X Price Increase, Canada Model Y, EV Market Share, Giga NY, Sentiment (04.24.23) from 2023-04-25T02:33:26

➤ Disclosures from Tesla’s 10-Q filing
➤ Calendar preview
➤ Tesla increases S/X prices and adds Supercharger incentive
➤ Tesla adds new Model Y configuration in Canada
➤ ...

Q1-23 Earnings Discussion (04.20.23) from 2023-04-21T01:43:28

➤ Rob Maurer walks through the most important items from Tesla’s Q1 earnings report
➤ Clarifying foreign exchange impact
➤ Analysts update price targets after earnings
➤ ARK pu...

TSLA Earnings Preview Q1-23 (04.18.23) from 2023-04-19T02:44:45

➤ Rob Maurer walks through forecasts and what to expect for Tesla’s Q1-2023 earnings report

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
...

FSD v11.4 Release Notes, Giga Mexico, Tax Credit, Model 3 RWD, Pricing, Starship (04.17.23) from 2023-04-18T01:31:24

➤ FSD Beta v11.4 release notes leak with some significant updates
➤ Earnings week
➤ Giga Mexico timeline updates
➤ EV tax credit changes are published
➤ Model 3 Long Rang...

Cybertruck Frunk, Price Cuts, Energy, Lucid Inventory, Rivian, Starship, X.AI (04.14.23) from 2023-04-15T02:09:46

➤ First glimpse of Cybertruck’s frunk opening
➤ Tesla cuts prices in Europe
➤ Tesla sets up new energy company in Shanghai
➤ Elon Musk set to interview on Fox News
➤ Luci...

Possible Model 3 Refresh Leak, Megapack Production Info, China Sales, Twitter, SpaceX (04.13.23) from 2023-04-14T00:25:07

➤ Image appearing to show new Model 3 design posted to Reddit
➤ PPI report below expectations
➤ Insight on Tesla’s Megapack production rate: https://youtu.be/3T6sSufXPQs
➤ Chin...

Musk Fires Back in BBC Interview, Tesla Powerwall Updates, EPA Emissions Standards (04.12.23) from 2023-04-13T01:57:04

➤ Elon Musk interviews with the BBC: https://www.bbc.com/news/av/world-us-canada-65249139
➤ Twitter Spaces link: https://twitter.com/i/spaces/1djGXldPqNyGZ
➤ CPI report
➤ FOMC ...

EV Loophole in Question, Next-Gen Megapack Controls, Record Model Y Production Rate, Semi, Surveys, Competition (04.11.23) from 2023-04-12T03:33:12

➤ Department of Energy seeks update to EV emissions loophole
➤ Form 3 for Tom Zhu
➤ Tesla engineer comments on Tesla’s next-gen Megapack controls
➤ Tesla production numbers for...

More Price Cuts, 4680 Model Y, Next Megafactory, Cybertruck, China, Software Update (04.10.23) from 2023-04-11T01:00:42

➤ Tesla cuts prices further in the United States
➤ 4680 Model Y added to Tesla design studio
➤ Tesla announces new Megafactory in China
➤ Cybertruck job postings increase
...

JB Straubel Nominated for Tesla Board, Proxy Statement, Data Privacy, FSD, China, Berlin, SpaceX (04.06.23) from 2023-04-07T00:50:43

➤ Tesla files proxy statement ahead of annual meeting
➤ Attend Tesla’s shareholder meeting: www.tesla.com/2023shareholdermeeting
➤ Tesla co-founder nominated to return to board of di...

Master Plan 3 Whitepaper, Superchargers, Giga Berlin, Q1 Sales, Brand, EV Credits, Ram EV (04.05.23) from 2023-04-06T03:06:01

➤ Tesla has published new details on Master Plan 3 — the transition to a fully sustainable economy
➤ New investor filings
➤ Supercharger V3 updates
➤ New Supercharger location ...

Production Plan Rumors, FSD Beta, China Sales, Price Changes, Ford (04.04.23) from 2023-04-05T01:25:39

➤ Tesla production plan rumors for next-gen vehicle
➤ Tesla to expand FSD Beta in China?
➤ FSD Beta mileage accelerating
➤ China March sales
➤ Tesla opens in Turkey
...

Share Increases, Stock Decreases, Production Rates, Cyber Updates, Lawsuits (04.03.23) from 2023-04-04T00:38:43

➤ Reactions to Tesla’s Q1 delivery and production report
➤ Giga Texas hits new production milestone
➤ Giga Berlin shift updates
➤ Giga Berlin tour: https://youtu.be/F9q7j1xA9WQ...

Q1 Delivery and Production Report (04.02.23) from 2023-04-02T19:18:13

➤ Tesla reports record Q1 delivery and production numbers to kick off 2023

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://...

New Product Teaser, EV Credit Updates, Semi Recall, Franz Interview, Q1 Forecasts (03.31.23) from 2023-04-01T01:04:05

➤ Delivery and production expectations for Tesla’s first quarter of 2023
➤ PCE report below forecast
➤ Preliminary EV credit adjustments issued
➤ Tesla China teases new product...

China Energy Hiring, Battery Factory Report, Mapping, Solar Roof, Gigabier, Pricing (03.30.23) from 2023-03-31T00:01:24

➤ Tesla job listing suggests major new project for Tesla in China
➤ Bloomberg reports on Tesla discussions with CATL for US battery factory
➤ New insight on Tesla’s mapping capabilit...

BYD Profitabilty, Battery Comments, Analyst Notes, EV Credit, UAW, AGI (03.29.23) from 2023-03-30T02:23:26

➤ BYD reports increased profitability for 2022
➤ Piper Sandler, Baird issue updated TSLA notes
➤ New Form 4 filing
➤ Drew Baglino talks batteries
➤ Tesla updates language...

New Record in China, Cybertruck Steering, Texas Expansion, Investigation, Air Force, Lucid (03.28.23) from 2023-03-29T00:30:31

➤ China insured vehicles data indicates a record quarter for Tesla
➤ New video shows off Cybertruck’s steering capabilities
➤ Tesla submitted permits for Giga Texas expansion
➤...

Berlin Ramp Accelerates, Achieves Volume Production + Incentives, Pricing, FSD, Turkey (03.27.23) from 2023-03-27T22:44:17

➤ Tesla achieves new production rate milestone at Giga Berlin
➤ New purchase incentives added by Tesla ahead of quarter end
➤ Model S/X inventory check
➤ Analyst notes discuss ...

New Park Assist Ships, FSD Beta 11.3.3, Safety Score 2.0, Ford T3, Solid State Batteries (03.24.23) from 2023-03-25T00:05:59

➤ Tesla has started to rollout updated park assist feature for vehicles without ultrasonic sensors
➤ FSD Beta v11.3.3 starts to roll out
➤ Tesla updates Safety Score with version 2.0...

Ford Unveils Massive EV Losses – Tesla’s Dominance on Display (03.23.23) from 2023-03-24T01:07:19

➤ Ford separates business units, revealing EV profitability for the first time
➤ Electrek reports on Tesla’s EV tax credit expectations
➤ Tesla begins offering extended warranties Listen

China Automakers Seek Stability, Factory Rumors, Mexico, Nio, VW, FOMC (03.22.23) from 2023-03-23T00:31:16

➤ China Association of Automobile Manufacturers urges for stability following pricing volatility
➤ Rumor on Shanghai expansion plans
➤ Giga Texas update
➤ Giga Mexico update Listen

Strong China Numbers, BYD Production, CATL, Hardware 4, Project Highland, Giga Press, Boring Co (03.21.23) from 2023-03-22T02:34:26

➤ Tesla momentum continues in tough China market
➤ More reporting on BYD production stoppage
➤ CATL starts new battery production
➤ Possible sign of additional Giga Press for T...

Investment Grade, FSD 11.3.2, WaPo Article, Solar, BYD, Xpeng, Toyota (03.20.23) from 2023-03-21T01:28:57

➤ Tesla receives credit rating upgrade from Moody’s
➤ Credit Suisse acquired by UBS
➤ Tesla begins FSD Beta 11.3.2 rollout, possible progress on USS replacement
➤ Washington Po...

Giga Berlin Double Down, Charging Survey, Clarification, Polestar, SpaceX (03.16.23) from 2023-03-17T00:35:12

➤ Tesla files expansion plans for Giga Berlin
➤ Banks back First Republic
➤ Clarification on prior episode
➤ Tesla tops JD Power home charging survey
➤ Polestar teases EV...

Europe Wait Times, PPI, V11 FSD, V4 Supercharger, Volkswagen ID.2 (03.15.23) from 2023-03-16T05:04:29

➤ Tesla wait times increase in Europe
➤ Bank fears continue
➤ PPI report below expectations
➤ Tesla plans to continue rolling out V11 FSD Beta
➤ Refreshed S/X arrive in C...

China Sales Surge, BYD Update, V4 Supercharger, Boring Co, GPT-4 (03.14.23) from 2023-03-15T00:25:45

➤ Tesla sales are surging in China ahead of quarter end
➤ Contact form: https://forms.gle/FuzXMtUF9swXzj8M6
➤ CPI comes in higher than expectations
➤ Elon Musk, BYD comment on ...

Fed Backing, SEC Filings, TSLA Downgrade, BYD Batteries, Powerwall, Safety, Plaid, VW (03.13.23) from 2023-03-14T02:04:07

➤ Fed backs bank depositors as SVB, Signature Bank collapse
➤ Rate expectations drop
➤ Various Tesla SEC filings
➤ Wolfe Research downgrades TSLA stock
➤ Report on Tesla’...

Silicon Valley Bank Collapse, Rates, China Production, BYD, Mexico, GPT-4 (03.10.23) from 2023-03-10T23:04:40

➤ Silicon Valley Bank collapses, stoking fear in markets
➤ Unemployment rises
➤ Tesla China production and sales report
➤ BYD cuts price, dealer reportedly pushes Tesla misinfo...

New Ultra Red, Cybertruck, GM Workforce, EU, Silicon Valley Bank (03.09.23) from 2023-03-10T00:25:25

➤ GM announces massive employee buyout plan
➤ Tesla introduces new color to Model S and Model X, other updates
➤ Tesla adds new Cybertruck positions at Giga Texas
➤ Morgan Stan...

FSD v11.3.1 Begins Rollout, NHTSA Investigation, China, Inventory, HW4 (03.07.23) from 2023-03-08T23:56:56

➤ Tesla begins to expand FSD Beta v11.3.1 to outside customers
➤ Fed’s Powell continues Senate discussion
➤ Berenberg downgrades TSLA stock
➤ NHTSA opens preliminary investigat...

BYD and Tesla in China, Fed, FSD, Mexico, Berlin, Musk Comments, Rivian (03.07.23) from 2023-03-08T00:45:14

➤ Analyzing insured vehicle and sales numbers after the first two months of the quarter for Tesla and BYD
➤ Fed’s Powell comments on rates
➤ FSD Beta v11.3.1 appears to begin rollout...

More Price Cuts, Megapack, Hardware 4.0, Shanghai, Safety, Cybertruck (03.06.23) from 2023-03-06T23:17:47

➤ Tesla cuts prices in Europe, United States
➤ Tesla adjusts Megapack prices, new project comes online
➤ New Model X owner appears to have Hardware 4.0
➤ Giga Shanghai tour vid...

More Info on Giga Mexico, Nevada Update, China, Juniper, Ford (03.03.23) from 2023-03-04T01:46:18

➤ More information on Tesla’s plans for Giga Mexico following Investor Day
➤ Tesla approved for tax breaks in Nevada
➤ China insured vehicle update
➤ Model Y update report
Listen

8 Key Takeaways From Investor Day (03.02.23) from 2023-03-03T04:15

➤ Analyzing the major takeaways from Tesla’s Investor Day

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Berlin Milestone, Discounts, Loyalty, Cybertruck, FSD, Next-Gen (02.27.23) from 2023-02-28T01:40:46

➤ Tesla achieves new production milestone at Giga Berlin
➤ Tesla adds new discounted Model S/X inventory
➤ S&P loyalty report shows Tesla dominance
➤ New Cybertruck video
...

Automakers Face New Threat From Dealerships, PCE, Mexico, Pricing, Alloy, Ford (02.24.23) from 2023-02-25T00:39:15

➤ Legacy automakers are under pressure from new dealership regulations in some states
➤ PCE report comes in higher than expected
➤ President of Mexico comments on Tesla
➤ Tesla...

New Sketches, Hardware Rumors, Magic Dock, Safety, GM (02.23.23) from 2023-02-24T02:04:14

➤ Tesla appears to tease new vehicle sketches in engineering update presentation
➤ Low jobless claims, revised PCE numbers
➤ Deutsche Bank increases TSLA price target
➤ Numerou...

HQ Announcement, FOMC Minutes, HW4, FSD Beta, Cybertruck, Lucid Earnings (02.22.23) from 2023-02-23T01:42:15

➤ Tesla announces headquarters update with California governor
➤ FOMC February meeting minutes
➤ Apparent FSD camera updates spotted
➤ More FSD Beta v11.3 impressions
➤ N...

FSD Beta v11.3 Release Notes, Rumors, Semi, Anode Supply, China (02.21.23) from 2023-02-22T01:34:17

➤ Leaked FSD Beta v11.3 release notes
➤ Hardware 4.0 and generation 3 rumors
➤ Driver shares thoughts on Tesla Semi
➤ Tesla signs offtake agreement for anode materials
➤ ...

Lithium Report, Shanghai, Price Increases, Firing Response, Radar, Energy, GM, Calendar (02.17.23) from 2023-02-18T01:56:04

➤ Bloomberg reports Tesla has interest in acquiring lithium mining company
➤ Updates on Giga Shanghai
➤ Tesla raises prices again in various regions
➤ Tesla responds to union b...

FSD Beta "Recall", Firings, Upgrade Incentive, PPI, Ford Admits Defeat, Renault (02.16.23) from 2023-02-17T02:06:09

➤ Ford CEO makes surprising admission on competitive position
➤ Producer price index comes in higher than expected
➤ FOMC members comment on rates
➤ Tesla issues voluntarily ov...

Hardware 4, Supercharging Expansion, Delivery Windows, China Upgrade, Mexico, Berlin (02.15.23) from 2023-02-16T01:53:22

➤ Significant new details on Tesla’s next-generation FSD hardware likely leaked
➤ Barclays issues TSLA update
➤ New Tesla SEC filings
➤ Some Tesla delivery estimates move out Listen

Unionization, CPI, China Insured, California Rebate, Service, EU, Ford, SpaceX (02.14.23) from 2023-02-14T22:03:38

➤ Workers at Tesla factory publicize unionization efforts
➤ January CPI report
➤ Renaissance Technologies buys TSLA shares in Q4
➤ China insured vehicle numbers drop week over ...

Pepsi Reacts to Tesla Semi, More Price Changes, Super Bowl Ads, FSD v11, Solar, Investors, Toyota (02.13.23) from 2023-02-14T01:09:11

➤ Pepsi provides more insight into Tesla Semi program so far: https://youtu.be/l-BVM673pDs
➤ Elon Musk comments on Investor Day, other calendar updates
➤ Tesla further adjusts prices...

Energy Project, Price Increases, Hardware 4.0, Megacharger, Mexico, Volkswagen (02.10.23) from 2023-02-11T02:03:07

➤ New gigawatt hour scale energy project finalized
➤ Tesla increases price on Model Y in China
➤ Tesla filing mentions next generation Autopilot hardware
➤ Tesla Semi charging ...

Gen 3, China Production, Cybertruck, 4680 Model Y, Model 3, Redwood, SpaceX (02.09.23) from 2023-02-10T02:31:37

➤ Discussion on Tesla’s generation 3 platform and Investor Day
➤ New Tesla SEC filings
➤ China January production numbers
➤ New Cybertruck image
➤ Tesla adds more 4680 Mo...

Investor Day Invites, Master Plan Part 3, China Numbers, Crash Update, SpaceX (02.08.23) from 2023-02-09T01:19:18

➤ Elon Musk teases Tesla Investor Day, shows invitation
➤ Comments on Tesla Master Plan Part 3
➤ CPCA publishes domestic and export sales for January
➤ NTSB comments on infamou...

Surprising Sales Report, China Insured Numbers, Hertz, Super Bowl (02.07.23) from 2023-02-08T00:21:38

➤ New auto industry report out of California contains some surprising information on Tesla sales
➤ Fed Chairman Powell speaks
➤ Ron Baron comments on Tesla
➤ New weekly insured...

Price Increases, Inventory, Analyst Updates, v11, Ford, Rivian, Twitter (02.06.23) from 2023-02-07T01:23:48

➤ Tesla has increased prices on the Model Y after EV credit changes, will it be enough?
➤ Wedbush, RBC increase TSLA price targets
➤ Tesla inventory updates
➤ Musk comments on ...

Huge EV Credit Update, Musk Verdict, Megafactory, Project Highland, China Sales, Ford (02.03.23) from 2023-02-04T01:21:45

➤ US issues new guidance on EV tax credit, dramatically changing structure
➤ Elon Musk ruled not liable in shareholder lawsuit
➤ Project Highland, Cybertruck prototype commented on b...

Cybertruck Spotted, Wait Times, Mexico, January Sales, Ford, GM, Nio, BYD (02.02.23) from 2023-02-03T02:05:18

➤ New Tesla Cybertruck spotted: https://www.instagram.com/p/CoGsJ9iLsSW/
➤ Tesla increases delivery timeline estimates for some vehicles in the US
➤ Government official comments on T...

FOMC, China Production, BlackRock, Piper Sandler, Cybertruck, Winter Tests, Rivian (02.01.23) from 2023-02-02T02:34:07

➤ Reuters reports on production plans for Giga Shanghai
➤ Stock markets rise after Federal Open Market Committee meeting
➤ BlackRock increases TSLA position
➤ EV sales in China...

Takeaways From Tesla's 10-K, China Insured, Mexico, Texas, Sensors, Discount (01.31.23) from 2023-02-01T01:32:08

➤ Tesla files annual 10-K report
➤ China insured vehicle reports for last two weeks
➤ Mexico plans commented on by officials
➤ New press at Giga Texas
➤ Ultrasonic sensor...

Competitors Grapple With Tesla Price Cuts, New Discount, Inventory, Fire, Mercedes Level 3 (01.30.23) from 2023-01-31T02:08:49

➤ Competitors continue to respond to Tesla’s price cuts in a variety of ways
➤ Tesla adds promotional offers for Model S/X
➤ Research shows strong customer retention for Tesla
...

TSLA Rises After Q4 Earnings Report (01.26.23) from 2023-01-27T00:42:39

➤ Tesla stock rallies after Q4 earnings report
➤ Recap of key points of emphasis from the earnings report
➤ Tesla discloses new credit line
➤ Motor Trend covers Tesla Semi: htt...

Giga Nevada Expansion + Q4 Earnings Preview (01.24.23) from 2023-01-25T03:22:45

Watch on YouTube: https://youtu.be/cAG-05K_wmA

➤ Tesla announces multibillion dollar expansion plans, new Semi production factory
➤ Tesla slightly increases Model Y price in the US<...

Data Reveals Impact of Tesla Price Cuts, UBS Expects Massive Auto Market Declines (01.23.23) from 2023-01-24T03:02:01

➤ Various data points regarding Tesla interest after price cuts
➤ Tesla inventory levels out
➤ UBS analysts see massive declines in automotive industry earnings
➤ Kia EV9 specs...

GM Investments, China Survey, Car Awards, Heat Pump, Lucid (01.20.23) from 2023-01-21T01:03:57

➤ GM announces a nearly $1B investment plan
➤ Dan Ives bullish on Tesla in China after survey
➤ Tesla is a category winner in car of the year awards
➤ Tesla talks heat pump: ht...

ADAS Competition, Semi, Berlin, Thailand, Loot Box, Kia on Price Cuts, Starlink (01.19.23) from 2023-01-20T02:18:15

➤ Tesla gets a perfect score in advanced driver assistance system competition in China: https://youtu.be/TwABzDLo4rE
➤ PepsiCo shows off Tesla Semis
➤ Giga Berlin updates
➤ Tes...

Piper Sandler Note, PPI, Inventory, Giga Press, Lawsuit, Xpeng, Channel (01.18.23) from 2023-01-19T00:39:03

➤ Piper Sandler reiterates Overweight rating on TSLA stock, but lowers price target
➤ PPI report comes in lower than expected
➤ Tesla inventory remains following price cuts
➤ G...

Cybertruck Discussion, Other Vehicles, China, FSD Beta, Hertz (01.17.23) from 2023-01-18T01:47:52

➤ Tesla Chief Designer Franz von Holzhausen discusses Tesla Cybertruck and other vehicles on Tesla’s roadmap: https://youtu.be/XpTyo2PQq6E
➤ Goldman Sachs and Bank of America lower TSLA pr...

Search Interest Spikes After Price Cuts, Giga Press Progress, AP4, Toyota (01.13.23) from 2023-01-14T03:19:14

➤ Tesla search interest jumps dramatically after price cuts
➤ Giga Press stands up in Texas
➤ Possible Autopilot hardware leak
➤ Toyota comedy continues

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Huge US Price Cuts, Expansion Rumors, CPI Report, Lucid (01.12.23) from 2023-01-13T05:55:35

➤ Tesla cuts prices by up to $13,000 in the United States
➤ Bloomberg report on expansion plans in China
➤ Updates on Indonesia, Mexico
➤ Tesla plans huge facility in Houston Listen

Musk Cautions on Indonesia Report, Tesla Passes BMW, Solar Inverter, EU Policy (01.11.23) from 2023-01-12T04:20:33

➤ Elon Musk comments on reporting of Tesla factory in Indonesia
➤ Tesla surpasses BMW for leadership position in US premium market
➤ Tesla solar inverter white paper
➤ More IDR...

Texas Expansion, 4680 Model Y, China Sales&Production, VP Comments on Pricing (01.10.23) from 2023-01-11T06:26:39

➤ Tesla files for new construction projects at Giga Texas
➤ 4680 Model Y showing up in inventory
➤ China sales, production, and insured vehicle reports
➤ Tesla VP again discuss...

New Tesla Giga Press To China? + FSD Updates, Wait Times, Safety Report (01.09.23) from 2023-01-10T03:10:23

➤ IDRA announces pending shipment of new Giga Press
➤ Bank of America cuts TSLA price target
➤ Model Y wait times increase in China, US
➤ NHTSA comments on Tesla investigation<...

VP Comments on Price Cuts, Giga Press, Tesla Insurance, Calendar (01.06.23) from 2023-01-07T01:33:06

➤ Tesla VP comments on price cuts in China
➤ Market reacts to price cuts
➤ Reviewing Tesla prices over time
➤ IDRA shipments arrive at Giga Texas
➤ Tesla Insurance update...

Big Tesla Price Cuts in China (01.05.23) from 2023-01-06T04:11:51

➤ Tesla has dramatically lowered prices in China and other countries
➤ Production confirmed to be resumed at Giga Shanghai
➤ Tesla adds additional option to Model S/X
➤ Tesla w...

China Numbers, Dealership Laws, Lithium, Trademark, GM, Rivian, Sony (01.04.23) from 2023-01-05T04:54:09

➤ Insured vehicle counts in China drop in final week of quarter
➤ Texas places dealership laws on legislative agenda
➤ Update on lithium refinery in Texas
➤ Tesla highlights ec...

Stock Falls Amid Demand Concerns, Investor Day, EV Credit, Tom Zhu, Safety, Lithium, Energy (01.03.23) from 2023-01-04T03:39:41

➤ TSLA stock drops sharply following Q4 delivery report as demand concerns grow louder
➤ Tesla schedules Investor Day for 2023
➤ EV credit feedback sought by IRS
➤ Tom Zhu repo...

Q4 Delivery&Production Report (01.02.23) from 2023-01-02T19:17:53

➤ Tesla reports record Q4 delivery and production numbers to wrap up 2022

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EV Credit Update, Leaked Email, Q4 Production Forecast, Year in Review (12.29.22) from 2022-12-30T00:32:59

➤ IRS and Treasury Department issue updates on US EV credits
➤ Leaked Elon Musk email to Tesla employees before quarter end
➤ Alex Potter reiterates TSLA price target
➤ Product...

Correction From Tesla China, Baird Cuts Price Target, Norway, Used Prices, Nio, SpaceX (12.28.22) from 2022-12-29T02:34:51

➤ Tesla China corrects report on Giga Shanghai production plan
➤ Baird cuts TSLA price target
➤ Tesla crosses major milestone in Norway
➤ Data shows decline in used Tesla price...

4680 Update, Insured Vehicles, China Production, Tom Zhu, Taiwan, All In (12.27.22) from 2022-12-28T01:24:11

➤ Tesla provides update on 4680 battery progress
➤ Weekly insured vehicles decline again for Tesla in China
➤ Reports on production in China and comments from Tesla
➤ Tom Zhu r...

China Rumors, Wedbush Cuts Price Target, Discount Impact, PCE (12.23.22) from 2022-12-24T01:37:42

➤ New rumors and reports on Tesla in China
➤ PCE report
➤ Wedbush cuts TSLA price target
➤ US discounting drives inventory down
➤ Megapack leak
➤ Twitter CEO report...

Elon Musk Shares Major Details on Tesla, Reiterates Focus&Confidence (12.22.22) from 2022-12-23T04:20:51

➤ Elon Musk discusses, Tesla, Twitter, the macro environment and more in new Twitter Space
➤ TSLA stock drops on the highest volume of the year
➤ Model Y breaks record in Norway
Listen

"Hiring Freeze", US Discounting, Twitter Updates, Morgan Stanley, "FSD" Crash (12.21.22) from 2022-12-22T03:44:54

➤ Discussing a report on Tesla’s planned layoffs and “hiring freeze”
➤ Tesla hiring in Turkey
➤ Elon Musk comments on Twitter CEO position, cash flow
➤ Tesla increases US disco...

TSLA Stock Dropping Amid Uncertainty, China Numbers Weaker (12.20.22) from 2022-12-21T02:26:48

➤ TSLA stock continues to decline as investors raise concerns
➤ Tesla China insured vehicles decline from prior week
➤ Two analysts lower TSLA price targets
➤ Lucid complete ca...

Musk Stepping Down at Twitter? + Giga Mexico, Berlin Production, Oppenheimer Downgrade, EV Credit (12.19.22) from 2022-12-20T02:46:36

➤ Elon Musk polls Twitter users on whether he should step down as the head of Twitter
➤ Additional reporting on possible Tesla factory in Mexico
➤ Tesla hits Giga Berlin production m...

Interview: Musk's Early Days&An Unfulfilled Vision w/ The Founders Author Jimmy Soni (12.18.22) from 2022-12-18T17:14:05

➤ Jimmy Soni, author of 'The Founders' joins Rob Maurer to discuss the early days of Elon Musk, the story of x.com and PayPal, where Twitter may be headed, and more.

The Founders: https:/...

Semi Update, Europe Discounts, Morgan Stanley Note, Calendar (12.16.22) from 2022-12-17T03:46:27

➤ Pepsi leadership discusses Tesla Semi and shares new details
➤ Musk to interview with Lex Fridman
➤ Timeline update on FSD V11
➤ Tesla adds discounts in Europe
➤ Morgan...

Musk Sale, Factory Rumor, Texas Production, Tesla Electric, EOQ, Reliabilty, F-150 (12.15.22) from 2022-12-16T06:26:47

➤ Report on possible new Tesla factory location
➤ Elon Musk discloses TSLA stock sale
➤ Giga Texas hits production rate milestone
➤ Tesla launches Tesla Electric
➤ Update...

FOMC, Goldman Sachs, Giga Berlin, China, Indonesia, Redwood Materials (12.14.22) from 2022-12-15T04:26:28

➤ Goldman Sachs lowers TSLA price target by nearly 25%
➤ Market fluctuates after FOMC meeting
➤ Mixed reporting on Giga Berlin’s third shift
➤ More reports of production shutdo...

Musk Comments on Tesla, High TSLA Volume, China Insured Numbers, Giga Berlin, Holiday Update, EPA (12.13.22) from 2022-12-14T08:18:02

➤ Elon Musk comments on Tesla, makes commitment to Tesla shareholders
➤ TSLA stock volume hits 52-week high as stock falls to two-year low
➤ CPI report comes in lower than expected Listen

Cybertruck Casting, China, EV Credit, Taiwan, Norway, VPP, Rivian, Toyota (12.12.22) from 2022-12-13T03:02:46

➤ New photo leaked which appears to show Cybertruck casting
➤ Looking at the calendar for the week ahead
➤ Assessing reporting on Tesla China production
➤ IRS provides update o...

PPI, China, Holiday Update, Megapack, Castings, Jeep Factory (12.09.22) from 2022-12-10T01:49:18

➤ TSLA stock outperforms market
➤ PPI higher than expected
➤ Musk comments on Fed / macro
➤ Further reporting on China production
➤ Tesla holiday software update features...

Record Production, November Numbers, China Report, Tom Zhu, Twitter Debt (12.08.22) from 2022-12-09T00:52:20

➤ Tesla sets production record at Giga Shanghai in November
➤ CPCA reports retail and export sales
➤ Bloomberg reports on shift reductions at Giga Shanghai
➤ Elon Musk comments...

Additional China Discount, CEO Rumor, Radar Update, Thailand Pricing, Holiday Update (12.07.22) from 2022-12-08T02:50:37

➤ Tesla adds another discount in China
➤ Tesla executives file Form 4s
➤ Report on Tesla CEO position
➤ China relaxes Covid policies
➤ Tesla requests extension from FCC Listen

Fremont Permits, Model 3, Weekly China Numbers, Potter Note, Berlin, Apple Car (12.06.22) from 2022-12-07T02:20:27

➤ Tesla applies for Fremont factory updates
➤ Model 3 vehicles spotted with interesting camouflage
➤ Weekly insured vehicle numbers decline in China
➤ Piper Sandler issues Tesl...

Production Report Denied, November Sales, Taiwan, FSD Beta, F-150, Twitter (12.05.22) from 2022-12-06T02:08:49

➤ Tesla reportedly denies reports of production reduction in December
➤ CPCA reports wholesale sales numbers for Tesla in November
➤ China reportedly plans to continue loosening Covi...

Semi Battery, Charging,&Delivery Details + China Update (12.02.22) from 2022-12-03T00:28:42

➤ More information on the Tesla Semi regarding the vehicle’s battery, charging, and deliveries to Pepsi
➤ Updates on Tesla in China
➤ SpaceX receives important FCC authorization

Chief Designer Discusses What’s Next, Cybertruck, Semi&Elon Musk (11.30.22) from 2022-12-01T01:13:20

➤ Tesla’s Franz von Holzhausen discusses Tesla’s next vehicle, Tesla’s Cybertruck, Semi, and working with Elon Musk: https://youtu.be/xTH3Nm_Ca1g
➤ Market rallies after comments from Fed c...

China Insured Vehicles, South Korea, Cybertruck, S&P Research, Brand Favorability, Mobile App (11.29.22) from 2022-11-30T03:11:13

➤ New weekly insurance numbers out of China show continued strength
➤ Looking at TSLA short interest
➤ South Korean government discusses Tesla factory in more detail
➤ Cybertru...

Model 3 Refresh Rumors, China Update, Giga Berlin Production, Semi, FSD Wide Release (11.28.22) from 2022-11-29T03:10:41

➤ Report on refreshed Model 3 coming in 2023
➤ Updates on Tesla’s Giga Shanghai
➤ Giga Berlin reportedly hits record production
➤ Tesla announces launch in Thailand
➤ Elo...

TSLA Upgraded, Analysts Updates, South Korea, BYD, Dolby Atmos, Australia (11.23.22) from 2022-11-23T22:19:48

➤ TSLA stock upgraded by long-time Tesla bear
➤ FOMC minutes released
➤ Morgan Stanley issues new note on Tesla
➤ Wedbush comments on Tesla
➤ Elon Musk notes possibility ...

AP Engineers Discuss Simulation, Weekly China Insured Vehicles, New Referral Program, Pininfarina (11.22.22) from 2022-11-23T02:04:02

➤ Tesla Autopilot engineers discuss FSD training, simulation progress
➤ BazelCon: https://youtu.be/ol5hwjr48Q4
➤ Price cut rumor reporting in China
➤ New weekly insured vehicle...

Energy Updates, Hardware 4, v11 Release Notes, Apple Music, Recalls (11.21.22) from 2022-11-22T01:27:18

➤ Interesting development in Australian energy market could have implications for Tesla Energy
➤ Tesla brings new energy storage project online in UK
➤ China concerns rise
➤ Re...

New Safety Score Component, Insurance Expansion, S/X, New Merch (11.18.22) from 2022-11-18T23:21:21

➤ Tesla updates Safety Score, adds new scoring factor
➤ Peterson exhibit opens to media
➤ Tesla Insurance expands to new state
➤ Model S/X imminent in Switzerland
➤ Tesla...

Volkswagen Delays EV Plans, Tesla NPS, Supercharging, Musk Email, GM, Cruise (11.17.22) from 2022-11-18T00:27:53

➤ Volkswagen reportedly makes major changes to EV plans
➤ Bullard, George comment on rates
➤ Tesla tops EV Net Promoter Score survey
➤ Italy added to expanded Supercharger test...

Musk Identifies Tesla CEO Successor, Expects Another Twitter CEO, Semi Launch, 4680 Update, Twitter, Lucid (11.16.22) from 2022-11-16T23:52:24

➤ Tesla board member says in court that Elon Musk has identified a potential successor for the CEO position
➤ PPI comes in below expectations
➤ Musk discusses Twitter position in cou...

FSD Beta V11, China Crash, California Sales, Solar Update, Twitter (11.14.22) from 2022-11-15T04:03:34

➤ Tesla begins rolling out FSD Beta version 11 to some employees
➤ Fed officials discuss lower rate increases
➤ Elon Musk interviewed at B20 summit
➤ Tesla crash draws question...

Musk Comments on China Rumor, China Begins Covid Pivot, Tesla Seeks Charging Standard (11.11.22) from 2022-11-11T20:14:25

➤ Elon Musk denies Reuters report on China exports
➤ China loosens Covid-zero policies
➤ Report on Tesla China plans
➤ Clarification on insurance bonuses
➤ Tesla opens ch...

Markets Pop, CPI, Wedbush, Cybertruck, Solar, Twitter (11.10.22) from 2022-11-11T00:53:30

➤ TSLA recovers alongside markets after CPI report
➤ Wedbush removes TSLA from best ideas list
➤ Tesla opens Cybertruck production job listings
➤ Electrek reports on Tesla sola...

TSLA Continues Fall, China Production Record, EV Credit Bill, Rivian Earnings, Twitter (11.09.22) from 2022-11-10T03:15:26

➤ TSLA stock continues to drop on high volume
➤ Walking through the math on Elon Musk’s stock sales and Twitter requirements
➤ Tesla sets production record at Giga Shanghai
➤ M...

Musk Sells $4B, Tesla China Discounting, Recall, Zoom, Lucid Earnings (11.08.22) from 2022-11-09T03:20:09

➤ Musk sells TSLA stock
➤ Tesla implements insurance rebate after cutting prices in China
➤ Zach Kirkhorn Form 4
➤ Over-the-air recall of Model S/X
➤ Tesla China’s domest...

Thoughts on Elon Musk + Macro, Giga Berlin Expansion, Model Y Update, Sweden (11.07.22) from 2022-11-08T01:07:54

➤ Rob Maurer shares some thoughts on Elon Musk’s latest actions
➤ Update on macroeconomy
➤ Tesla plans to file application for Giga Berlin expansion
➤ Model Y receives new EPA ...

Musk Interviewed by Ron Baron, German EV Incentives, Telecom License, Credit Pushbacks (11.04.22) from 2022-11-05T01:57:07

➤ Ron Baron interviews Elon Musk about Tesla, Twitter, SpaceX
➤ Ron Baron shares valuation expectation for Tesla stock
➤ Tesla updates customers on incentive deadline
➤ Tesla a...

China Sales, Berlin Expansion, Tesla Bot, Ultrasonics, Giga Press (11.03.22) from 2022-11-03T23:55:35

➤ CPCA reports Tesla China’s sales for October
➤ Baron Funds possibly interviewing Elon Musk: https://bit.ly/3T5yRKG
➤ Tesla commences Berlin expansion, reportedly preparing third sh...

FOMC Meeting, FSD Beta 10.69.3 Expands, China Production, Pepsi, Battery Production (11.02.22) from 2022-11-02T21:52:22

➤ TSLA stock drops alongside market following FOMC statement and press conference
➤ FSD Beta 10.69.3 begins rolling out
➤ Nio suspends production in China
➤ Tesla closes first ...

FSD 10.69.3 Release Notes, China Sales, Cybertruck, Twitter Crossover, Panasonic, Toyota, SpaceX (11.01.22) from 2022-11-02T00:32:57

➤ Release notes for FSD Beta 10.69.3 leaked ahead of broader rollout
➤ Tesla China insured units for October
➤ Report on Cybertruck production timeline
➤ Tesla employees report...

Former Tesla AI Director Explains Departure, State of FSD, Elon Musk&More + Giga Texas Production (10.31.22) from 2022-11-01T00:58:42

➤ Tesla’s former director of AI, Andrej Karpathy, discusses his time at Tesla, the decision to leave, the current state of FSD, and much more: https://youtu.be/cdiD-9MMpb0
➤ Tesla disclose...

Giga Berlin Expansion, Twitter Close, EU Ban, GM Credits, PCE (10.28.22) from 2022-10-28T21:04:20

➤ Tesla begins expansion work at Giga Berlin
➤ Elon Musk closes Twitter deal
➤ European Union agrees on ban of internal combustion engine vehicle sales by 2035
➤ Personal consu...

Auto Valley of Death, Uber Update, Recalls, SEC Investigation, Lithium (10.27.22) from 2022-10-27T23:58:14

➤ Discussing the auto industry’s “valley of death”
➤ Amazon, Apple report earnings
➤ Uber provides updates on Tesla usage through Hertz partnership
➤ Tesla Model 3, Cyberquad f...

Musk Enters Twitter HQ, Tesla Investigated, Megafactory Progress, Ford Pivot (10.26.22) from 2022-10-27T02:48:52

➤ Elon Musk heads to Twitter HQ and they let that sink in
➤ Tesla reportedly under Department of Justice investigation
➤ Video of Tesla’s new energy Megafactory
➤ Multiple Tesl...

Giga Press, Semi, Supercharging, GM Inventory&EV Delay (10.25.22) from 2022-10-26T01:26:14

➤ IDRA posts updated on 9000T Giga Press for Cybertruck
➤ Reports on Elon Musk’s Twitter acquisition
➤ Tesla Semi receives EPA certification
➤ Tesla receives funding for Superc...

China Price Cuts, 10-Q Filing, Mexico, Toyota (10.24.22) from 2022-10-25T02:55:11

➤ Understanding the impacts of Tesla’s price cuts in China
➤ Tesla files 10-Q report after Q3 earnings
➤ Elon Musk reportedly discussing Tesla investment in Mexico
➤ Toyota ret...

New Tesla Colors, Hardware 4.0, FSD Beta,&Supercharger Voting (10.21.22) from 2022-10-22T02:34:41

➤ Tesla introduces new Midnight Cherry Red and Quicksilver colors
➤ Rate increase expectations decline on Fed comments
➤ Supplier reportedly comments on next-gen FSD hardware
➤...

Overlooked Takeaways From Tesla Earnings (10.20.22) from 2022-10-21T03:46:22

➤ Rob Maurer discusses key points that may have been under-appreciated in Tesla’s Q3 earnings report

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodca...

Texas Energy, Semi, Smart Summon, Germany, Foxconn, New EVs (10.18.22) from 2022-10-19T06:01:56

➤ Texas approves pilot program for distributed energy resources
➤ Elon Musk to participate in Tesla earnings call
➤ Correction on analyst consensus
➤ Tesla Semi VIN decoder
Listen

Q3-22 Earnings Preview (10.17.22) from 2022-10-17T23:57:48

➤ Rob Maurer walks through what to expect for Tesla’s Q3 2022 earnings report and conference call
➤ YouTube link: https://youtu.be/7OH9p7ubbH4

Shareloft: https://www.shareloft.com Listen

52-Week Low, Inflation, Berlin Battery Production, Cybertruck, Cameras (10.14.22) from 2022-10-14T21:44:07

➤ Tesla stock closes at new 52-week low
➤ Inflation expectations rise
➤ Q3 earnings call question voting: https://app.saytechnologies.com/tesla-2022-q3
➤ Handelsblatt reports o...

Musk’s Mysterious Reply, Buybacks, Hot CPI, EV Tax Credit Update (10.13.22) from 2022-10-13T23:58:13

➤ Elon Musk vaguely replies to commentary by one of Tesla’s biggest shareholders
➤ Consumer Price Index comes in higher than expected, volatility ensues
➤ Further analysis on possibl...

Sensor Cost Savings, New Safety Feature, PPI, Fed Minutes, Toyota, Lucid, Polestar (10.12.22) from 2022-10-13T01:57:26

➤ Tesla’s recent part adjustment should may save billions over the next few years
➤ Assessing PPI report and FOMC minutes
➤ Tesla partners on new safety feature
➤ S/X deliverie...

China September Numbers - Here Is What We Learned (10.11.22) from 2022-10-12T01:21:48

➤ Tesla’s sales and production numbers for China in September have been posted, here is what we can take away from the reports
➤ Model S/X receive approval for tax exemption in China
...

Analysts Reduce Targets, China Sales, Germany, Twitter, Rivian (10.10.22) from 2022-10-11T01:30:51

➤ Analysts lower price targets, Morgan Stanley comments on demand destruction
➤ Twitter acquisition update
➤ China wholesale sales for September
➤ Tesla Model Y tops sales char...

TSLA's Worst Week In Over A Year, Minor Cybertruck Updates, FT Interview, Semi (10.07.22) from 2022-10-08T00:56:09

➤ TSLA stock suffers worst week in more than 18 months
➤ IDRA confirms building and testing complete for Cybertruck casting
➤ Musk comments on Cybertruck boating ability
➤ Fina...

Investment Grade, Berlin Meeting Leaks, Tesla Semi Production, Twitter Updates (10.06.22) from 2022-10-07T01:54:12

➤ Contact form: https://forms.gle/FuzXMtUF9swXzj8M6
➤ Tesla credit rating upgraded by S&P
➤ Giga Berlin plans leak from employee meeting
➤ Tesla begins Tesla Semi production, a...

Updates on Twitter + Huge New Credit Market For Tesla Expected (10.05.22) from 2022-10-06T19:44:24

➤ Understanding all of the latest news on Elon Musk’s possible acquisition of Twitter
➤ Tesla, other electric vehicles likely to be granted access to huge renewable energy credit market Listen

Musk To Close Twitter Deal + Tesla Removes Sensors (10.04.22) from 2022-10-05T00:24:05

➤ Elon Musk sends letter to Twitter attempting to close deal at original offer price
➤ Discussing remaining financing for Twitter deal
➤ Tesla announces ultrasonic sensor removal
Listen

Discussing Tesla's Stock Tanking, Demand Concerns, Production Plan Leak (10.03.22) from 2022-10-04T02:17:53

➤ Tesla stock has worst day in months following Q3 delivery report
➤ Discussion on where Tesla is at following the report, and why investors’ concerns have risen
➤ Understanding Tesl...

Q3-22 Delivery&Production Report (10.02.22) from 2022-10-02T18:32:51

➤ Tesla has reported record quarterly production and delivery numbers for the third quarter of 2022

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Twitter: https://www.twitter.com/teslapodcas...

Musk Comments on AI Day, Cybertruck + Expectations, US Car Market (09.29.22) from 2022-09-30T00:10:10

➤ Elon Musk comments on AI Day ahead of event
➤ AI Day expectations
➤ Musk comments on Cybertruck
➤ Tesla Energy products survive hurricane
➤ S&P brand loyalty study
Listen

Q3 Estimates, New Tesla Board Member, Analyst Updates (09.28.22) from 2022-09-29T01:01:34

➤ Tesla appoints new board member
➤ Piper Sandler lowers TSLA price target
➤ Citi issues updated TSLA note
➤ Walking through Q3 delivery and production estimates

Sharelo...

Leaked Email, China Insured Vehicles, Shanghai Production, Australia Orders, AI Day, Hertz (09.27.22) from 2022-09-28T00:01:24

➤ Leaked email from Tesla management ahead of quarter end
➤ Insured Tesla vehicle report bounces back in China
➤ Reuters reports on Tesla production rates in Shanghai
➤ Reports...

Musk Deposition Delayed, Berlin Fire, China, Paid Influencers, Cruise (09.26.22) from 2022-09-27T00:19:42

➤ Elon Musk and Twitter CEO Parag Agrawal both delay depositions in Twitter acquisition case
➤ Fire at Giga Berlin draws comments from water association
➤ China extends NEV tax exemp...

Energy UI, Leno's Garage, Shanghai, SpaceX, Next Week (09.23.22) from 2022-09-24T00:03:57

➤ 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 jo...

China Demand Discussion, Fed Policy, Texas Production, Berlin, Morgan Stanley, FSD Beta, Megapack (09.22.22) from 2022-09-23T00:11:15

➤ 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.

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Battery Production Equipment, PPI, Shanghai, Analyst Updates, Crash Tests, Ford Dealers (09.14.22) from 2022-09-15T00:38:35

➤ Tesla reportedly considers reallocating production equipment from Berlin
➤ PPI report causes less panic than CPI
➤ Schedule updates
➤ Giga Shanghai production impacted
...

Market Crashes, Tesla Outperforms on Positive Supply Commentary (09.13.22) from 2022-09-14T00:22:27

➤ 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...

Leaked Production Info, Lithium Refining Facility, Giga Berlin, Twitter (09.08.22) from 2022-09-09T23:29:32

➤ 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
➤ Ne...

Record Shanghai Production in August, Megafactory, Service, Superchargers, Rivian (09.08.22) from 2022-09-08T20:57:46

➤ Tesla sets production record at Giga Shanghai in August despite downtime
➤ Chengdu lockdowns extended
➤ Tesla expands hiring for Megafactory
➤ Elon Musk comments on Tesla ser...

Safety Rating Record, China Delivery Times, Canada, S&P, Superchargers, Apple (09.07.22) from 2022-09-07T23:28:34

➤ 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 inq...

Goldman Meets With IR, Wolfe Upgrade, US Sales, FSD, Powerwall, Battery Experts (09.06.22) from 2022-09-06T23:57:55

➤ 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 ins...

Credit Rating Failures Create Opportunity For Tesla Investors (09.02.22) from 2022-09-02T22:41:18

➤ 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

Sharel...

August China Sales, Canada Factory Possibilities, Price Target Increase, Full Self-Driving Name (09.01.22) from 2022-09-02T00:52:58

➤ 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 r...

Wait Times Reduced, Dumbest Test Ever, VPP, Giga Berlin, Mining, BMW, SpaceX (08.31.22) from 2022-09-01T01:50:32

➤ 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 intervi...

4680 Innovation Rumors, Fremont Building Permit, Manufacturing Credit, Dealerships, Starlink (08.30.22) from 2022-08-31T00:36:25

➤ 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 ...

Massive New Battery Credits, Analyst Updates, Power Restrictions, 4680 Packs, ONS, Japan VPP (08.29.22) from 2022-08-30T00:32:26

➤ 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 ...

Model Y Europe, Starlink, Berlin Tours, Panasonic Factory, Ford, Twitter (08.26.22) from 2022-08-26T23:29:24

➤ 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
➤...

Giga Berlin Tour Report, Production Rumors, Ron Baron, Dan O'Dowd, Toyota (08.25.22) from 2022-08-25T22:05:29

➤ 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 expecta...

Outperforming Competition in China, Giga Texas Rumor, Dojo, California, Twitter Fallout (08.24.22) from 2022-08-25T00:30:39

➤ Tesla completes final trading day before stock split
➤ China automakers lagging behind Tesla profitability in China
➤ Giga Texas production rumor
➤ Tesla presents at Hot Chip...

AI Day Teaser, Twitter Whistleblower, AP Position, Castings, Volkswagen (08.23.22) from 2022-08-23T23:53:57

➤ 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 ...

FSD Beta 10.69, New Occupancy Network, Production Updates, Neuralink (08.22.22) from 2022-08-23T00:21:12

➤ 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
➤ ...

Semi Updates, Giga Berlin, FSD Beta, Indonesia, China, Macro News, 5 Year Anniversary (08.19.22) from 2022-08-19T23:57:46

➤ 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...

Price Target Increase, Wall Street Perception, China Wait Times, Power Restrictions, Big Tesla Energy Updates (08.18.22) from 2022-08-19T00:18:48

➤ 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 re...

Confusion on EV Tax Credit, Tesla Semi, Supercharging (08.17.22) from 2022-08-17T23:13:31

➤ 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
➤ T...

Musk Replies To NHTSA, China Power Disruptions, EV Credit Becomes Official, VPP, Manchester United (08.16.22) from 2022-08-17T01:27:41

➤ 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 po...

Model 3 LR Order Halting, Huge New Investment, Megapack XL, Production Update, Battery News (08.15.22) from 2022-08-16T01:29:03

➤ 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, large...

Musk's Stock Sale, CPI, Tesla Semi, BYD, Rivian Earnings (08.11.22) from 2022-08-11T22:16:23

➤ 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 vo...

Shanghai Sets New Production Rate Record, Tesla Dominating California, Dan O'Dowd (08.09.22) from 2022-08-09T21:26:05

➤ 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 seller...

Senate Passes EV Credit, Indonesia Nickel, Canada Lobbying, Shanghai, Lucid (08.08.22) from 2022-08-09T00:34:28

➤ 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 ...

Stock Split is Official, Shareholder Meeting Takeaways, EV Credit News, China Sales, Twitter (08.05.22) from 2022-08-06T02:32:29

➤ Tesla announces stock split details after shareholder approval
➤ Shareholder proposal passes despite board recommendation
➤ Takeaways from Tesla’s annual shareholder meeting
...

New Model Y Variant Report, China Loyalty Program, Solar Roof v3.5, Munro (08.03.22) from 2022-08-03T20:49:32

➤ 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
...

Game Changer For EV Charging, CATL Delays Announcement, Toyota Recall Issues (08.02.22) from 2022-08-03T01:17:58

➤ Tesla reportedly begins implementing game-changing new charging feature
➤ CATL reportedly delays factory announcement in wake of Pelosi visit to Taiwan
➤ Tesla add news Supercharge...

Hertz Praises Tesla, Shareholder Meeting, Shanghai Update, Munro Interviews Ford (08.01.22) from 2022-08-02T00:49:37

➤ Hertz praises Tesla during quarterly earnings call
➤ Tesla opens voting for questions for Shareholder Meeting
➤ SpaceX to launch Tesla referrer photos into space
➤ Giga Shang...

TSLA Rallies, Musk Comments on Costs, PCE, Kimbal, 4680s, Petition (07.29.22) from 2022-07-29T23:14:44

➤ 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 upda...

Understanding Massive EV&Energy Tax Credit Proposal (07.28.22) from 2022-07-29T00:38:23

➤ 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...

Fed Meeting, Berlin Rumors, Munro Teardown, Tesla Energy, Ford Earnings (07.27.22) from 2022-07-28T00:21:34

➤ 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 & A...

Musk Refocuses, Market Updates, GM Earnings, Tesla Insurance, EV Incentives, Oliver Blume (07.26.22) from 2022-07-27T01:00:14

➤ 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 ...

10-Q Review, Giga Berlin Updates, Shanghai Rumor, FSD Beta, Diess Out (07.25.22) from 2022-07-26T00:30:37

➤ 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
...

Biggest Takeaways From Tesla's Earnings Beat (07.21.22) from 2022-07-21T21:19:11

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...

Preview: Tesla Q2-22 Earnings (07.19.22) from 2022-07-20T00:06:33

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...

Release Notes Leaked, Crazy Demand, Battery Updates, Shanghai Upgrade, Earnings Week, Twitter (07.18.22) from 2022-07-19T02:33:53

➤ 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 price...

FSD Beta Updates, Dojo Rumor, Pricing, Shanghai, Twitter (07.15.22) from 2022-07-15T22:51:30

➤ 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
➤ S...

New 4680 Battery Info, Berlin/Texas Updates, Q2 Questions, Analyst Updates (07.14.22) from 2022-07-15T00:58:31

➤ 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
Listen

Karpathy Departs, New Analysts Initiate Buy Ratings, CPI, Panasonic, Supercharging (07.13.22) from 2022-07-14T00:11:08

➤ 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 coverag...

Twitter Sues Musk, 4680 Teardown Challenges, CPI Expectations (07.12.22) from 2022-07-13T01:51:03

➤ 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...

Shutdown Concerns Rise, Twitter Claims Musk At Fault, Supercharger V4, Solar Trailer, Rivian (07.11.22) from 2022-07-12T00:05:01

➤ 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 Ra...

Musk Terminates Twitter Agreement, Record China Production, Supercharger, Megapack, Teardown, Sun Valley (07.08.22) from 2022-07-08T22:58:36

➤ 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 C...

Robovan, Future Products, Cybertruck Update, Indonesia, Tesla Solar (07.07.22) from 2022-07-08T00:13:26

➤ 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 P...

Details on Munro Teardown, China Sales, Rivian Production, Boring Company, Sun Valley (07.06.22) from 2022-07-07T00:01:52

➤ 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 r...

Factory Expansions, Delivery Reactions, Munro Teardown, Mining, Registration Data, Charging (07.05.22) from 2022-07-05T23:22:23

➤ 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 (http...

Q2 Delivery&Production Report (07.02.22) from 2022-07-02T16:35:45

➤ 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: ...

Q2 Forecast, Texas Expansion, Macro, Goldman, 4680, Schedule (06.30.22) from 2022-07-01T02:38:01

➤ 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 publishe...

Wild Giga Texas Report, China Data, EV Business Models, J.D. Power IQS, Munro (06.29.22) from 2022-06-30T00:17:34

➤ Tesla reportedly increases Giga Texas Model Y production drastically
➤ Tesla Annual Shareholder Meeting drawing ends soon: https://www.tesla.com/2022shareholdermeeting
➤ New China ...

Musk Comments On Master Plan Part 3, Tesla Mining, Texas LR Model Y, Diess (06.28.22) from 2022-06-29T00:26:19

➤ Elon Musk comments on Tesla’s Master Plan Part 3 and Tesla’s level of interest in mining
➤ Albemarle looks to expand US lithium capacity
➤ Report on Samsung’s 4680 battery progress...

Giga Berlin Rumors, China Updates, Twitter Inactivity, Volkswagen (06.27.22) from 2022-06-28T00:24:44

➤ Tesla may be significantly increasing production at Giga Berlin
➤ Looking ahead at the calendar
➤ Updates on Tesla in China
➤ Elon Musk crosses 100M Twitter followers as inac...

Index Rebalancing, Credit Suisse, Giga Texas Production, Giga Shanghai, Annual Meeting (06.24.22) from 2022-06-24T23:33:47

➤ Tesla begins assigning more VINs out of Giga Texas
➤ Credit Suisse updates price target on TSLA stock
➤ Discussion on Russell 1000 and index rebalancing
➤ Updates on Giga Sha...

Possible New Credit Access, Virtual Power Plant, China Incentives, Texas Model Y (06.23.22) from 2022-06-24T00:36:19

➤ Understanding the Renewable Fuel Standard, RIN credits, and how this multibillion dollar market could change the trajectory of the auto and energy industries in the United States
➤ China...

Explaining Musk’s “Gigantic Money Furnace” Comments + Tesla Shanghai Confusion (06.22.22) from 2022-06-23T00:01:46

➤ Elon Musk discusses Tesla’s production challenges, cash burn, FSD, and Cybertruck in new interview (https://youtu.be/u5w_VkAx6tc)
➤ Multiple reports on Giga Shanghai shutdowns cause conf...

Musk Shuts Down Bloomberg Forecast, Production Updates, American-Made Index, Texas Model Y (06.21.22) from 2022-06-22T00:16:17

➤ Elon Musk shuts down Bloomberg’s EV forecast at Bloomberg’s Qatar Economic Forum (https://youtu.be/uTBeGjg4pek)
➤ TSLA stock rallies to 3rd best day of the year
➤ Tesla provides up...

Enhanced Autopilot, Giga Shanghai, Layoffs, SpaceX Firings (06.17.22) from 2022-06-18T00:18:30

➤ Ron Baron shares thoughts on current market
➤ Tesla plans to expand Enhanced Autopilot offering
➤ Rumor on China production
➤ Price increases in China
➤ Berlin-made Mod...

Price Increases, Commodities, Semi, Insurance, Supercharging, Service, SpaceX (06.16.22) from 2022-06-16T23:46:49

➤ TSLA stock drops as Nasdaq hits 52-week low
➤ Tesla raises prices on version of all vehicle models
➤ Checking in on commodities prices
➤ Tesla Semi update
➤ More Tesla ...

Fed Meeting, Mustang Mach-E Disclosure, NHTSA, V11, Insurance, Appeal (06.15.22) from 2022-06-16T00:02:30

➤ TSLA stock rises alongside market after FOMC meeting and interest rate decision
➤ Ford discloses that the Mustang Mach-E is no longer profitable
➤ NHTSA releases ADAS / ADS crash d...

Crash Data Imminent, Musk Interview, Giga Berlin, Supercharging, India (06.14.22) from 2022-06-14T23:00:43

➤ NHTSA reportedly expected to release crash data singling out Tesla in coming days
➤ PPI reported ahead of Fed meeting
➤ Elon Musk discusses Tesla, Rivian, and Lucid (https://youtu....

Musk Rallies Employees, 4680 Production, Factory News, Bitcoin Impairment (06.13.22) from 2022-06-14T00:38:33

➤ Elon Musk emails Tesla employees as quarter-end approaches
➤ Markets drop ahead of Fed meeting
➤ Updates on Giga Berlin
➤ Info on 4680 production
➤ LG announces investm...

3-1 Stock Split, Proxy Filing, 4680 Energy Density, CPI, Model Y Expansion (06.10.22) from 2022-06-10T22:21:48

➤ Tesla files proxy statement for shareholder meeting and announces 3-1 stock split plan
➤ CPI numbers come in higher than expected ahead of Fed meeting
➤ More info on new 4680 vehic...

All-Hands Meeting, China Numbers, NHTSA Investigation, UBS, Vehicle Prices (06.09.22) from 2022-06-10T22:19:54

➤ Elon Musk tells Tesla to prepare for nutty quarter in all-hands meeting
➤ CPCA reports Tesla’s sales and production in China for May
➤ Reuters reports on June production target
Listen

4680 Model Y Deliveries, BYD Batteries, Next-Gen Cameras, China Update, Giga Press (06.08.22) from 2022-06-09T01:21:33

➤ Tesla supply chain news on batteries, autonomous driving hardware, China production and more
➤ Tesla begins external deliveries of Texas-made Model Y
➤ CPCA set to report May numbe...

New Cybertruck Interior, Revenue Recognition, DFEH, Giga Press, Radar, Volkswagen (06.07.22) from 2022-06-08T01:09:17

➤ New interior photos of the Tesla Cybertruck show updates from prototype
➤ Target investor update may carry broader market implications
➤ FSD Beta expands significantly
➤ Musk...

Lithium Contract, Twitter Update, Texas Incentives, Apple CarPlay, Rivian Letter (06.06.22) from 2022-06-07T02:03:26

➤ Tesla finalizes lithium supply contract
➤ Elon Musk pushes back on Twitter in new SEC filing
➤ Tesla denied EV incentive in Texas
➤ New Tesla Energy project opens
➤ App...

Layoffs, "Super Bad Feeling", AI Day Rescheduled, May Auto Sales, Cruise (06.03.22) from 2022-06-03T23:18:41

➤ Tesla lays off employees as Elon Musk reportedly has a "super bad feeling" about the economy
➤ Tesla reschedules AI Day 2
➤ New Elon Musk interview: https://youtu.be/AeeeEDSekG8 Listen

Goldman Sachs, Peak ICE, EV Adoption, Giga Press, Ford, Boring Co (06.02.22) from 2022-06-03T02:26:08

➤ Goldman Sachs and others react similarly after visits with Tesla investor relations team
➤ Battery cost outlook updated by Goldman Sachs
➤ Piper Sandler notices change in wait time...

Musk Blasts Remote Work, Texas Model Y, Panasonic 4680, Bolt, Shareloft Update (06.01.22) from 2022-06-02T02:39:02

➤ Elon Musk emails all Tesla and SpaceX employees about unacceptable remote work
➤ Shareloft update (previous announcement here: https://youtu.be/5KdjErsVki8)
➤ News on Texas-made Mo...

Drew Baglino Discusses Battery Industry, Shanghai Re-Opening, Cybertruck Casting (05.31.22) from 2022-06-01T00:28:48

➤ Tesla SVP Drew Baglino discusses battery industry growth, mining, geopolitics, Solar Roof and more: https://youtu.be/-JUlVEDitlA
➤ Mizuho releases new TSLA note
➤ Shanghai moves to...

TSLA Post-Memorial Day, Credit Suisse, Shanghai Update, EV Safety&Interest (05.27.22) from 2022-05-27T21:47:15

➤ TSLA stock continues to rally, has the share price bottomed?
➤ Credit Suisse issues new Tesla note after visit to Fremont
➤ NHTSA seeks more information on recent Tesla fire
...

Legacy Auto in China, Shanghai Ports, Jefferies, Thailand, BYD Seal (05.26.22) from 2022-05-26T23:37:27

➤ Legacy auto brands “could disappear” from China according to automotive CEO
➤ Jefferies reduces TSLA price target, cites Elon Musk concerns
➤ Tesla prepares for fourth ship from Sh...

Margin Update, Musk on TSLA, SEC, Berlin, Indonesia, Starlink (05.25.22) from 2022-05-26T00:46:09

➤ New SEC filing from Elon Musk updates Twitter financing and implications for TSLA stock
➤ Musk comments on Tesla’s valuation
➤ Reuters reports on SEC’s battle with Elon Musk
...

Investing Mindset, Auto Market Updates, Shanghai, SpaceX (05.24.22) from 2022-05-25T00:31:41

➤ TSLA stock drops to 11-month low, hits 50% drop from previous high
➤ Discussion on investing mindset
➤ Daiwa Securities lowers TSLA price target
➤ Giga Shanghai production up...

Shanghai Ramp, Q2 Production, Berlin, Hot Chips, Fires, Drive-In (05.23.22) from 2022-05-24T00:12:32

➤ Tesla takes steps to ramp back up production at Giga Shanghai, plus a look at how Q2 production might shake out
➤ Update on Giga Berlin
➤ IDRA teases 9000-ton Giga Press
➤ Te...

Musk Accusation, Tesla Legal, Indonesia, Factory Updates, FSD Beta (05.20.22) from 2022-05-21T00:48:57

➤ Elon Musk accused of misconduct, denies allegations
➤ Tesla to set up “hardcore” legal team
➤ Report on Tesla in Indonesia
➤ Elon Musk meets with Brazilian government in Braz...

Should Tesla Buyback Stock? + FSD Beta Release Notes, Wedbush, NHTSA (05.19.22) from 2022-05-20T00:38:21

➤ One of Tesla’s largest shareholders advocates for stock buyback, should Tesla do it?
➤ FSD Beta 10.12 release notes leak
➤ Wedbush reduces TSLA price target
➤ California mayo...

Musk Tweets, S&P 500 ESG, 4680 Model Y, Supercharging, California, China, FSD (05.18.22) from 2022-05-19T00:07:10

➤ S&P kicks out Tesla from S&P 500 ESG due to poor score
➤ Nasdaq slump continues, TSLA drops
➤ Elon Musk dives further into political Twitter
➤ Tesla prepares first 4680 vehic...

Signal/Noise, Musk Interview, Shanghai, Registrations, AI Day 2 (05.17.22) from 2022-05-18T00:11:52

➤ Staying focused through a noisy period of time
➤ Update on Tesla China
➤ Experian reports on US EV registrations
➤ Piper Sandler lowers TSLA price target
➤ Elon Musk on...

Production Rumors, Autopilot Test, Indonesia, Uber (05.16.22) from 2022-05-17T00:29:25

➤ Production rumors on Giga Berlin and Giga Shanghai
➤ TSLA underperforms broader market
➤ Bridgewater Associates sells out of TSLA
➤ 4680 batteries at Tesla Automation in Germ...

Twitter Deal on Hold, Tesla Re-Evaluates India (05.13.22) from 2022-05-13T21:39:18

➤ Elon Musk announces Twitter acquisition is on hold
➤ TSLA stock rallies with market
➤ Tesla re-evaluates plans for India
➤ Shanghai officials comment on lockdown status

Margin Loan, Court Ruling, PPI, Supercharging Prices, Wisconsin, SpaceX (05.12.22) from 2022-05-13T00:45

➤ Elon Musk is reportedly seeking additional equity financing to allow further adjustment of margin loan for Twitter acquisition
➤ PPI report in line with expectations
➤ TSLA volume ...

A Message For Tesla Investors (05.11.22) from 2022-05-11T23:32:15

➤ Thoughts on the current market and TSLA stock’s decline
➤ Video with Pierre Ferragu: https://youtu.be/jWww2-JdYx4?t=324
➤ Consumer Price Index increases above expectations
➤ ...

Musk Talks Tesla, Ridiculous Demand, China, Company X, Twitter (05.10.22) from 2022-05-11T00:17:55

➤ Elon Musk explains Tesla’s lead, ridiculous demand, production constraints, and more in interview with Financial Times: https://youtu.be/VfyrQVhfGZc
➤ China Passenger Car Association rep...

Earnings Estimate Nonsense, Shanghai Update, Musk/Straubel, Twitter (05.09.22) from 2022-05-09T23:47:03

➤ TSLA continues falling as markets decline
➤ Morgan Stanley updates Tesla forecasts
➤ JP Morgan sends new communication on stock split
➤ Update on Giga Shanghai production upg...

New Impact Report, Shanghai Update, Nickel, Prices, FSD Beta (05.06.22) from 2022-05-06T23:26:31

➤ Tesla has released their annual impact report, disclosing new information on their competitive advantages
➤ Report on Giga Shanghai suggests return to full production
➤ Tesla secur...

TSLA, Berlin Expansion, Shanghai Production, Twitter Updates, Starlink (05.05.22) from 2022-05-06T00:47:11

➤ Markets remain volatile as Nasdaq drops five percent to 52-week low
➤ Tesla reportedly seeking additional land to expand Giga Berlin
➤ Report on Giga Shanghai production level
Listen

Markets&Tesla Rally on Fed Clarity (05.04.22) from 2022-05-04T23:49:26

➤ Stock markets rise as Federal Reserve raises interest rates
➤ Fed Chairman Jerome Powell comments on policy, economic outlook
➤ Tesla appears to add new feature to refreshed Model ...

China Expansion Plans, Shareholder Meeting, Twitter Re-IPO, EU, Supercharging, Apple (05.03.22) from 2022-05-03T23:45:36

➤ Tesla reportedly plans massive production expansion in China
➤ Elon Musk reportedly plans to re-IPO Twitter eventually
➤ Tesla schedules annual meeting, date of record
➤ Tesl...

Musk's Sales, Margin Call Risk, Amended 10-K, Stock Split, Shanghai, Macro (05.02.22) from 2022-05-03T00:35:04

➤ Discussing Elon Musk’s TSLA stock sale and the implications for Musk’s Twitter acquisition
➤ Elon Musk’s margin call risk questioned
➤ Tesla files amended 10-K annual filing, may n...

TSLA Suppressed As Market Waits For Musk Clarity + Tech Earnings (04.28.22) from 2022-04-28T22:22:30

➤ TSLA continues to under-perform as the market waits to see if Elon Musk is selling the stock
➤ Understanding Form 4 filings
➤ Apple and Amazon post highly-anticipated earnings repo...

Musk Denied By Courts In SEC Battle, Twitter Updates, Ford Earnings, Lucid (04.27.22) from 2022-04-27T22:30:52

➤ Market momentarily stabilizes as more earnings reports come in, including Ford’s
➤ Court rules on Elon Musk’s attempts to limit SEC settlement agreement
➤ Twitter 8-K filing disclo...

TSLA Crashes, Musk Financing Concerns, 10-Q, Stock Split, Documentary (04.26.22) from 2022-04-26T23:34:02

➤ TSLA stock crashes in worst day for Nasdaq in over a year
➤ New 13D filing provides more details on Musk’s Twitter financing
➤ Discussing margin call risk in relation to the Twitte...

Twitter Accepts Offer, Funding Secured Conversations Disclosed, Leaked Gates Text, Avis, F-150 (04.25.22) from 2022-04-25T23:12:17

➤ Twitter announces unanimous board decision to accept Elon Musk’s acquisition offer
➤ Conversations between Elon Musk and Saudi PIF revealed in new court documents
➤ Leaked Bill Gat...

S&P Refuses Investment Grade Rating For Tesla, China Updates, Bill Gates (04.22.22) from 2022-04-23T00:59:39

➤ S&P Global comments on Tesla’s credit rating following Tesla’s earnings report, still refuses to upgrade Tesla to investment grade
➤ Updates on Tesla in China
➤ Bill Gates reported...

X Holdings, Tender Offer, Earnings Analysis, Boring Company (04.21.22) from 2022-04-22T00:49:20

➤ Elon Musk has disclosed the formation of three companies under the name of X Holdings
➤ Analysis of the purpose of X Holdings
➤ Musk secures financing for potential Twitter tender ...

Quick Recap: Tesla Reports Q1 Earnings (04.20.22) from 2022-04-20T23:47:34

➤ Quick summary of Tesla’s Q1-22 earnings report
➤ Earnings call and reaction: https://youtu.be/iEo4muI-rYg
➤ Earnings report and letter: https://youtu.be/VoA4DcktdEQ

Twitter:...

Preview: Tesla Q1-22 Earnings Report Expectations (04.19.22) from 2022-04-19T23:56:33

➤ Tesla is set to report earnings and analyst consensus estimates may be setting Tesla up for a big beat
➤ Full Q1 2022 Tesla earnings preview with Rob Maurer

Twitter: https://www.t...

New Musk Interviews, ARK Price Target, Shanghai Reopening, Berlin, Insurance, Energy, Mobile Connector (04.18.22) from 2022-04-19T00:35:20

➤ Elon Musk discusses Tesla scaling to extreme scale, Tesla AI, merging companies, listing SpaceX on the public market, and much more in two new interviews
➤ Texas: https://youtu.be/YRvf00...

Elon Musk Attempts To Buy Twitter For $43B (04.14.22) from 2022-04-14T13:24:20

➤ Elon Musk has formally submitted an offer to buy Twitter for $43 billion

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Patreon: https://www.patreon.com/tesladailypodcast
Tes...

Lithium Pump&Dump, Questionable "Roadmap", PPI, Morgan Stanley, Ford (04.13.22) from 2022-04-14T00:10:05

➤ Fake report leads to pump and dump of lithium mining stock
➤ PPI report comes in higher than expected
➤ Analyzing a so-called “leaked” Tesla product roadmap
➤ Discussing the ...

New Model Y Price, Margin Potential, CPI, Balance Sheet Discussion, Honda, Toyota (04.12.22) from 2022-04-13T00:03:09

➤ Tesla may be on the cusp of generating next-level margins
➤ Consumer Price Index report comes in mixed, with interesting takeaways
➤ Giga Shanghai rumors
➤ Discussing Tesla’s...

Takeaways From Cyber Rodeo, China Updates, Pricing, US Government Meeting, Twitter Board (04.11.22) from 2022-04-12T01:16:42

➤ Rob Maurer discusses his thoughts after attending Tesla’s Cyber Rodeo event at Giga Texas
➤ Details on Tesla’s new Model Y variant
➤ New feature on Tesla’s Cybertruck
➤ Shang...

Cyber Rodeo Prep, China Lockdowns Continue, CATL, Volkswagen, Toyota, Rivian (04.06.22) from 2022-04-06T23:45:16

➤ Tesla prepares Giga Texas for Cyber Rodeo event
➤ Analyst issue notes and price target updates following Q1 delivery report
➤ China lockdowns continue to threaten production, suppl...

Sales Growth in Europe, Musk Joins Twitter Board, GM-Honda Partnership, Volkswagen (04.05.22) from 2022-04-05T23:54:39

➤ Top markets in Europe report Q1 sales showing Tesla’s growth dominance
➤ Looking ahead at the macro calendar
➤ Tesla launches Model Y in Israel
➤ Elon Musk joins Twitter boar...

Elon Musk Buys Huge Twitter Stake, Giga Shanghai Halt Continues, TSLA Rallies (04.04.22) from 2022-04-05T00:44

➤ Elon Musk has disclosed the acquisition of nearly 75 million shares of Twitter stock, making him the largest individual shareholder
➤ TSLA stock rallies after delivery report
➤ Tes...

Forecast: Q1 Delivery and Production Report (04.01.22) from 2022-04-01T23:25:18

➤ Rob Maurer discusses his expectations for Tesla’s Q1 delivery and production report, what to watch for, and what we might learn for the rest of the year
➤ GM, Toyota, Nissan, and other a...

Shanghai Shutdown Extended, Boring Company Rumor, Solar Roof, Vision Patent, Canada (03.31.22) from 2022-03-31T23:40:39

➤ Tesla reportedly extends production halt at Giga Shanghai
➤ Analyzing a strange rumor on The Boring Company
➤ TSLA outperforms in Q1
➤ Tesla reportedly stops scheduling new S...

Mining Exec Highlights Tesla's Lead, Important Nickel Contract, Defense Act, Giga Shanghai, Credit Suisse (03.30.22) from 2022-03-31T00:26:53

➤ Mining executive talks about Tesla’s materials advantage
➤ Tesla reportedly closes on supply contract with major nickel producer
➤ President Biden reportedly considering Defense Pr...

New Giga Press, Giga Berlin, Morgan Stanley Note, FSD Beta, Geofencing, SEC (03.29.22) from 2022-03-29T23:44:47

➤ Tesla supplier announces event to show off new, larger Giga Press casting machine
➤ Giga Berlin continues with deliveries, including first outside of Germany
➤ Drone footage inside...

Stock Split Announcement, Karpathy, Giga Shanghai, Musk Talks Tesla Bot (03.28.22) from 2022-03-29T00:08:04

➤ TSLA stock rallies after stock split announcement
➤ SEC’s proposed settlement distribution plan ruled on by court
➤ Deutsche Bank ups Tesla earnings estimates
➤ Tesla’s direc...

Research&Development, Goldman Sachs Note, FSD Priority, LG, Musk (03.24.22) from 2022-03-24T23:34:22

➤ Analyzing Tesla’s research and development spending compared to competition
➤ Goldman Sachs has lowered automotive industry forecasts, but raised Tesla expectations
➤ Tesla correct...

Streak Continues, Morgan Stanley Notes, Regulatory Credits, Hertz, Shell, SpaceX (03.23.22) from 2022-03-23T23:32:08

➤ Tesla stock continues impressive run as broader market fades
➤ Looking ahead at the last week of Q1
➤ Morgan Stanley shares thoughts on Tesla’s Master Plan Part 3
➤ SEC and T...

TSLA Rockets, Giga Berlin Opens,&Elon Musk Shares Insane Growth Targets (03.22.22) from 2022-03-22T23:31:39

➤ Elon Musk’s comments at Giga Berlin explain why Wall Street is still not properly forecasting Tesla’s growth
➤ Tesla delivers first vehicles from Giga Berlin
➤ TSLA stock has best ...

Elon Musk’s “Extreme” Master Plan Extends Beyond Tesla (03.21.22) from 2022-03-21T23:38:49

➤ Elon Musk comments on the scope of the next “Master Plan”
➤ Tesla set for first deliveries from Giga Berlin
➤ Nickel prices returning to normalcy
➤ Jefferies issues updated T...

Search Interest Spiking, China Production Updates, Supply Chain, Drones, Megapack, Lucid (03.18.22) from 2022-03-18T22:57:13

➤ Interest in Tesla Model Y sees unprecedented spike along with electric vehicle search activity
➤ Giga Shanghai resumes production
➤ Semiconductor supply chain pressure increases du...

Master Plan, Part 3 (03.17.22) from 2022-03-17T23:56:20

➤ Elon Musk announces a Master Plan, Part 3 is in the works for Tesla
➤ Update on water supply for Giga Berlin
➤ Tesla reportedly delays $1B bond sale
➤ Conflicting report on G...

Shanghai Halt, Rates, Morgan Stanley IR Meeting, Software Clues, Diess, Apple (03.16.22) from 2022-03-16T23:36:10

➤ Morgan Stanley tours Tesla’s Fremont factory and meets with Tesla’s investor relations team
➤ Federal Open Market Committee concludes March meeting, raises rates
➤ Giga Shanghai re...

Analyzing Tesla's Huge Price Increases, Labor Secretary, Tesla Insurance, Hardware 4 (03.15.22) from 2022-03-15T23:47:54

➤ Tesla implements one of their biggest price hikes ever just one week after raising prices
➤ Mixed PPI report
➤ Rumor on Tesla orders
➤ US Labor Secretary meets with Elon Musk...

New Model Y? + Musk Challenges Putin, FSD Beta 10.11, China Updates, Ford, Stellantis (03.14.22) from 2022-03-15T02:30:55

➤ New documents show details of updated Model Y
➤ Tesla stock continues to struggle with macro headwinds
➤ Elon Musk challenges Vladimir Putin
➤ Tesla & SpaceX costs rising acc...

Interview: Former Tesla Board Member Steve Westly (03.11.22) from 2022-03-12T00:15

➤ Former Tesla board member Steve Westly joins Rob Maurer to discuss Elon Musk, Tesla, disruption, energy, venture capital, and more

Timestamps
0:00 Intro
0:45 Westly Group fo...

Price Increases, Inflation, Orders, FSD Beta, Rivian Earnings (03.10.22) from 2022-03-11T00:17

➤ Tesla raises prices in the US and China
➤ Core CPI continues to rise
➤ Tesla’s order rates reportedly spike
➤ Elon Musk provides FSD Beta update
➤ Giga Texas production...

SEC Distribution, Giga Fest, Delivery Day, Tesla Speed, Autopilot, Ukraine, Amazon (03.09.22) from 2022-03-10T01:05:41

➤ The SEC finally submits Tesla settlement distribution plan after more than three years
➤ Tesla Texas Giga Fest details
➤ Giga Berlin delivery date set
➤ German politician use...

US Bans Russian Oil, Russia Plans Export Bans, China Production, SEC Settlement Pushback (03.08.22) from 2022-03-09T00:22:40

➤ US announces ban on import of Russian oil and natural gas
➤ EU announces plans to reduce Russian natural gas dependence
➤ Russia plans to halt exports to select countries
➤ N...

Commodity Prices Surge, Musk on FSD Beta, Berlin Water, Giga Fest, GM, SpaceX (03.07.22) from 2022-03-08T00:32:01

➤ Nickel prices skyrocket as commodity supply chain uncertainty increases
➤ Elon Musk comments on progress of FSD Beta
➤ More information on status of Giga Berlin water supply
...

Berlin Approved, Water Supply, Production Rumors, Panasonic, Wait Times, Trinity, Sony (03.04.22) from 2022-03-04T23:27:53

➤ Tesla receives final approval for Giga Berlin
➤ Court rules that water supply permit needs correction
➤ Rumors on Giga Berlin and 4680 production
➤ More information on Panaso...

Rivian Backtracks, Giga Berlin, Panasonic, Plaid, Canada, Lucid (03.03.22) from 2022-03-04T00:57:50

➤ Rivian backtracks on price changes, apologizes to customers
➤ Tesla reportedly set to receive final approval for Giga Berlin
➤ New NHRA rule impacting Model S Plaid
➤ Elon Mu...

Ford Splits Business, Rivian Raises Prices, Musk Comments, Lithium, Polestar (03.02.22) from 2022-03-03T01:13:45

➤ Ford announces split of EV and ICE business units
➤ Rivian announces significant price increases
➤ Elon Musk comments on State of the Union address
➤ Report on Giga Berlin Listen

China Sales, Recall, Accident, Cybertruck, Waymo/Cruise (03.01.22) from 2022-03-02T00:30

➤ Expected domestic Tesla sales in China reported for February
➤ Tesla recalls a minuscule number of Model S vehicles
➤ Fatal Tesla accident after vehicle reportedly loses power
Listen

Berlin Approval Finally Happening? + Ukraine Support, Texas Model Y, Panasonic 4680, Lucid (02.28.22) from 2022-03-01T01:20:31

➤ Reports out of Germany indicate final approval for Giga Berlin may finally be happening
➤ More new Model Ys at Giga Texas and new VIN reported
➤ FSD Beta request button comes to Ca...

Energy Independence, Plaid Motors, Model Y, SEC Updates, FSD Beta, Megapack (02.25.22) from 2022-02-26T00:13:40

➤ Munro & Associates astounded by examination of Tesla’s new Plaid electric motors
➤ Daiwa Securities upgrades TSLA stock rating
➤ Report of possible Texas-made Model Y VIN
➤ E...

Russian Invasion, Next Gigafactory, Texas Model Y, Court Response, Insider Trading, Farley (02.24.22) from 2022-02-25T00:06:29

➤ Reuters reports on imminent new factory for Tesla
➤ Volatility as Russia invades Ukraine
➤ Report on Giga Texas Model Y and EPA certification
➤ Rumored production milestone f...

Elon Musk Comments on White House, SEC, DOJ + Shanghai Expansion, Lawsuit (02.23.22) from 2022-02-24T00:24:02

➤ Elon Musk comments on relationship with White House, battle with the SEC, and Department of Justice investigation of short sellers
➤ Tesla stock drops to five-month low
➤ Tesla fil...

SEC Accusation, Giga Berlin, Model S, Games, Software, Model Y, Fleets, Energy (02.22.22) from 2022-02-23T00:29:15

➤ Tesla claims SEC leaked information regarding investigation after court-filed letter from Tesla
➤ SEC responds to Tesla’s original claims
➤ Bloomberg misrepresents situation in rep...

4680 Production Ramp, Casting Patent, Uber Rumor, SpaceX Split, Ford, Ultium (02.18.22) from 2022-02-19T01:14:42

➤ Tesla shares significant 4680 battery milestone which hints at production ramp progress
➤ New Tesla casting patent published
➤ Rumor on Tesla and Uber drivers
➤ Reuters compa...

Pushback on SEC, New NHTSA Investigation, Texas Model Y, Consumer Reports (02.17.22) from 2022-02-18T01:02:35

➤ Tesla and Elon Musk push back on the SEC
➤ NHTSA opens new investigation into Tesla Autopilot over phantom braking
➤ More than 100 Model Y vehicles spotted outside of Giga Texas Listen

US Investigating Tesla Short Sellers + Huge Lithium Supply Contract, Hummer EV (02.16.22) from 2022-02-17T01:07:47

➤ United States Department of Justice reportedly investigating more short sellers for conspiracy (https://bit.ly/3JypkY1)
➤ FOMC meeting minutes published
➤ Tesla signs massive lithi...

Short Seller Returns, Musk Donates $5.5B, Reverse Summon, South Korea, SpaceX (02.15.22) from 2022-02-16T01:05:58

➤ Famed Tesla short seller David Einhorn discloses new short position against TSLA
➤ Elon Musk discloses $5.5 billion dollar charitable donation
➤ PPI report comes in higher than exp...

4680 Battery Info, Texas Model Y, China Production, Potter Note, Super Bowl (02.14.22) from 2022-02-15T02:08:38

➤ New Model Y vehicles spotted at Giga Texas
➤ Leaked information on Tesla’s 4680 production rate and yield
➤ CPCA reports on Tesla sales and production numbers for January
➤ B...

An Announcement (02.11.22) from 2022-02-12T03:20

➤ Join Rob Maurer for an announcement

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypod...
Tesla Referral: https://ts.la/robert47283...

Here’s How I Think About Tesla&Inflation (02.10.22) from 2022-02-11T01:27:10

➤ Stock market and TSLA react to inflation news and interest rate expectations
➤ California DFEH moves forward with legal action, Tesla issues response
➤ Yet another over-the-air rec...

Giga Berlin Updates, Transportation Secretary, Heat Pump, Crashes, Model X, Roadster (02.09.22) from 2022-02-10T01:36:47

➤ Multiple updates on Giga Berlin approval timeline
➤ Transportation Secretary Pete Buttigieg comments on Tesla
➤ Tesla files over-the-air recall for heat pump issue
➤ Past Tes...

President Biden FINALLY Says Tesla + Senators Question Elon Musk (02.08.22) from 2022-02-08T23:30

➤ President Biden mentions Tesla for the first time in his presidency
➤ CNBC reports on steering electronic control units
➤ Berlin water supply hearing is delayed
➤ European Un...

SEC Subpoena, 10-K Takeaways, China Update, App Store, Starlink (02.07.22) from 2022-02-08T01:40:26

➤ Tesla discloses a subpoena from the SEC in regards to corporate governance
➤ Tesla sets new capital expenditures target for 2024, adjusts deferred revenue expectations
➤ Checking i...

Munro on Model S Plaid, Tesla Innovation, Ford Earnings Call, BMW (02.04.22) from 2022-02-05T00:15:38

➤ Munro & Associaties continue teardown of new Plaid Model S, praising Tesla’s innovation
➤ Tesla shows off Berlin paint shop processes
➤ New patent may simplify production for Tesla...

Earnings, Tesla Passes Ford, Morgan Stanley Note, Recall, Texas, White House, Starship (02.03.22) from 2022-02-04T00:57:11

➤ Tesla just passed Ford on this key metric
➤ Extreme market volatility continues as major earnings reports come in from Amazon and others
➤ Morgan Stanley releases new note on Tesla...

White House Officials Comment on Tesla "Issue", Panasonic 4680, Giga NY, GM Earnings (02.02.22) from 2022-02-03T00:59:02

➤ White House officials comment off the record on President Biden’s refusal to acknowledge Tesla
➤ Washington Commanders use Tesla vehicles in brand launch
➤ Elon Musk’s attorney com...

Credit Suisse | Tesla Checks All The Boxes (01.31.22) from 2022-02-01T01:45:27

➤ Credit Suisse upgrades TSLA stock rating following Tesla’s Q4 earnings report
➤ Deutsche Bank issues note after meeting with Tesla Investor Relations
➤ Tesla continues to expand Su...

Diving Deeper on Tesla/Amazon, Product Updates, FSD, Solar (01.28.22) from 2022-01-28T23:24:56

➤ Does the comparison of Tesla and Amazon’s business hold up to further scrutiny?
➤ ARK Invest returns to buying TSLA shares
➤ Tesla product updates
➤ Elon Musk comments on FSD...

The Market Is Wrong About Tesla (01.27.22) from 2022-01-28T01:58:26

➤ Tesla stock has dropped hard after Tesla’s Q4 earnings report, here is what investors need to understand about what how TSLA is currently being priced
➤ New Cybertruck photos
➤ Moo...

Recap: Tesla Reports Q4-21 Earnings (01.26.22) from 2022-01-27T01:27:26

➤ Rob Maurer recaps Tesla's Q4-21 earnings report and conference call

➤ Earnings report reaction: https://youtu.be/7Spfjjm2Vss

➤ Earning...

Preview: Tesla Q4-21 Earnings Report (01.25.22) from 2022-01-25T23:08:53

➤ Rob Maurer previews Tesla's Q4 earnings report with detailed forecasts and consensus estimates
➤ YouTube link: https://youtu.be/aH9XycsAjrk Listen

Wild Market Volatility, New Cybertruck, Supercharging, Lawsuit, Panasonic (01.24.22) from 2022-01-25T01:10:07

➤ Leaked photos and videos of new Cybertruck prototype show new details
➤ Wild market volatility continues heading into huge week
➤ Rumor on Tesla Supercharging rates
➤ Tesla f...

Live: Tesla Discussion, Markets&Netflix, Q&A (01.21.22) from 2022-01-22T00:00:39

Join Rob Maurer for a live discussion and Q&A on Tesla.

Twitter: https://www.twitter.com/teslapodcast
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Tesla Referral: https:...

VW CEO Admits Targets “Close to Impossible", Tesla Insurance Expansion, Steel Dynamics, Cold Weather (01.20.22) from 2022-01-21T01:11:53

➤ Volkswagen CEO Herbert Diess comments on Volkswagen’s electrification plans, supply chain, and more
➤ Tesla expands insurance offering to more states
➤ Steel Dynamics comments on T...

Berlin Vehicles in Norway, New Potter Note, Solar Roof, Safety Score, Toyota, Ford (01.19.22) from 2022-01-20T00:53:25

➤ Vehicles produced at Giga Berlin spotted outside the country
➤ Piper Sandler analyst Alex Potter issues updated note ahead of Tesla’s Q4 earnings report
➤ Tesla updates Solar Roof ...

Analyst Note Demonstrates Tesla's Upside, Macro, Ford, Stellantis, Dawn Project (01.18.22) from 2022-01-19T02:25:50

➤ New TSLA note from Credit Suisse demonstrates why the market is missing the story on Tesla, again…
➤ Nasdaq continues to struggle as yields rise
➤ Tesla increases price of FSD in t...

Ad Campaign Attack, Autopilot Safety Analysis, FSD Beta, Law Firm, NHTSA, Gigafactory Updates (01.17.22) from 2022-01-18T02:28:03

➤ Tesla is criticized in full-page ad in the New York Times
➤ Analyzing Tesla’s newest safety data
➤ FSD Beta 10.9 rollout, plus news on expansion
➤ Tesla reportedly asks law f...

Model Y Updates, Giga Berlin, Dogecoin, China Rates, Cybertruck (01.14.22) from 2022-01-15T00:08:10

➤ Tesla updates Model Y in European design studio
➤ Performance Model Y vehicles spotted at Berlin factory
➤ Elon Musk rumored to visit Giga Berlin
➤ Tesla begins accepting Dog...

Cybertruck Reports, Automaker Shutdowns, China Production, Tesla Court Case, UI, Macro (01.13.22) from 2022-01-14T01:38:38

➤ Media reports on Cybertruck delays
➤ US government reports PPI, initial jobless claims
➤ Automakers halt vehicle production in China
➤ China MIIT reports Tesla December produ...

Inflation Outlook, Tesla's Speed, Analyst Updates, Factory News, China, Volkswagen (01.12.22) from 2022-01-13T00:36:52

➤ Tesla puts one of their main competitive advantages on display
➤ Discussing US inflation report and near-term outlook
➤ Analyst updates from Morgan Stanley and Global Equities Rese...

Ridiculous Solar Proposal, Cold Weather Update, China Sales, Berlin, Texas, Macro (01.11.22) from 2022-01-12T00:59:46

➤ Tesla is pushing back on a California proposal which could hurt the entire US (https://bit.ly/3neQ47q)
➤ Update on macro environment
➤ Update on Tesla cold weather performance
Listen

FSD Pricing Discussion, Tesla Energy Growth Plan, Analyst Updates, Nickel Supply, Shanghai, Cold Weather (01.10.22) from 2022-01-11T01:23:43

➤ Discussing Tesla’s recent decisions ahead of the Q4 earnings report and product roadmap update
➤ Marco economic calendar check
➤ Tesla reportedly discusses aggressive growth plan f...

Apple Adds Tesla to Peer Group, Tesla Semi, Berlin Temporary Approval, CATL (01.07.22) from 2022-01-07T23:40:22

➤ Apple adds Tesla to peer group
➤ TSLA stock continues to fall alongside tech/growth
➤ Megacharger spotted at Pepsi facility, new Semi rumors
➤ Giga Berlin granted new tempora...

Confusion on Tesla China Reporting + AMD Retrofit, Tesla Megapack (01.06.22) from 2022-01-07T00:05:25

➤ Clarification on Tesla Giga Shanghai workforce reporting
➤ Report on Giga Texas
➤ IG Metall sets up shop near Giga Berlin
➤ News on possible processor retrofitting
➤ Te...

Markets Tank, TSLA Follows, Gigafactory Updates, Lawsuit, Silverado EV, Amazon (01.05.22) from 2022-01-06T02:16:29

➤ Nasdaq has worst day in nearly a year, continuing massive two-day decline
➤ Comparing TSLA stock performance to previous similar periods
➤ Federal Reserve releases December meeting...

Why Tesla Dropped as Ford&GM Popped + Tesla China Criticism, Solar News (01.04.22) from 2022-01-05T01:27:48

➤ TSLA stock drops after big start to the year, Ford and GM lead S&P 500
➤ Ford announces increased EV production plans
➤ GM loses top market share position
➤ Tesla criticized ...

Huge Day for Tesla as Markets React to Q4 Delivery Report (01.03.22) from 2022-01-04T01:55:43

➤ TSLA stock sees biggest dollar gain ever after reporting Q4 deliveries and production
➤ Analysts react to Tesla’s report with a mix of hesitation and price target increases
➤ More ...

Analyzing Tesla's Excellent Q4 Delivery/Production Report (01.02.22) from 2022-01-03T03:50:34

➤ Join Rob Maurer for a discussion on Tesla's Q4-21 delivery and production report

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Q4-21 Delivery and Production Estimates (12.30.21) from 2021-12-30T21:00

➤ Rob Maurer walks through estimates for Tesla’s Q4 delivery and production numbers and how they may compare to Wall Street’s consensus expectations

Twitter: https://www.twitter.com/tesla...

Musk Completes Stock Sale, 3/Y Hardware Updates, New Partnerships, Northvolt, Waymo (12.29.21) from 2021-12-30T00:21:03

➤ Elon Musk finally concludes sale of TSLA stock
➤ Looking ahead at the schedule for the rest of the year
➤ Tesla makes some hardware changes on Model 3 and Model Y
➤ German hy...

Lex Fridman Interviews Musk, Analyst Notes, China Updates, Hyundai (12.28.21) from 2021-12-28T22:41:44

➤ Elon Musk discusses Tesla autonomy and Tesla Bot with Lex Fridman: https://youtu.be/DxREm3s1scA
➤ Argus Research raises TSLA price target
➤ Wedbush reiterates TSLA price target
Listen

Production Capacity, FSD Beta 10.8, New UI, Model X, Berlin, Long Tailpipe (12.27.21) from 2021-12-28T00:11:13

➤ Discussion on Tesla’s production rate at Giga Shanghai after new drone flyover videos: https://youtu.be/VvVJcW6gN5I
➤ Tesla releases FSD Beta 10.8 and new user interface in holiday updat...

TSLA, Consumer Reports, NHTSA, FSD Beta, Shipping, Graphite, Charging (12.23.21) from 2021-12-23T22:42:19

➤ Consumer Reports criticizes Tesla’s driver monitoring implementation
➤ Elon Musk continues selling TSLA stock
➤ NHTSA comments on Tesla investigation
➤ News on FSD Beta 10.8,...

Musk on Babylon Bee, Comments on Stock Sale, Berlin Documents, Software Updates, NHTSA (12.22.21) from 2021-12-22T23:28

➤ TSLA stock has best day since Elon Musk began selling stock
➤ Musk clarifies stock sale intentions in Babylon Bee interview
➤ German state comments on Giga Berlin status
➤ Te...

Deutsche Bank Meeting, Holiday Software Update, Emissions Requirements, IIHS, Semi (12.21.21) from 2021-12-22T00:17:01

➤ Deutsche Bank investor note covers meeting with Tesla on 4680 batteries, margins, FSD Beta and more
➤ Tesla releases firmware version 2021.44.25
➤ EPA releases new emissions requir...

Is Musk Done Selling? + EV Tax Credit, Guggenheim, Texas, Berlin, Old Batteries, Nio ET5 (12.20.21) from 2021-12-21T00:13:21

➤ Elon Musk comments on his tax bill for the year leading to questions on the status of his stock sale
➤ Guggenheim initiates coverage of Tesla stock
➤ Update on the status of the US...

Musk Attacked in Warren Ad Campaign, "Investor" Lawsuit, Product Updates, Texas, Tax Credit, Rivian Earnings (12.17.21) from 2021-12-18T00:33:28

➤ Lawsuit filed against Tesla for Elon Musk’s recent tweets
➤ Senator Elizabeth Warren takes out ads against Elon Musk
➤ Tesla launches insurance product in another state
➤ New...

Toyota Suddenly Backtracks on EVs, Elon Musk Stock Sale, Tesla to Accept Doge (12.14.21) from 2021-12-15T00:09:38

➤ Toyota suddenly backtracks on past electric vehicle comments, updates EV targets
➤ Elon Musk continues TSLA stock sale
➤ Daiwa Capital Markets increases TSLA stock price target
Listen

TSLA Stock Continues Dropping, Elon Musk Recognized by TIME, Tesla Product Updates (12.13.21) from 2021-12-14T01:41:01

➤ TSLA stock closes below $1,000 per share for first time since October
➤ Elon Musk recognized as TIME person of the year (https://bit.ly/3DQ5xQv)
➤ Hardcore History with Elon Musk: ...

New Cybertruck Prototype Spotted + Tesla Halts S/X Orders Outside North America (12.10.21) from 2021-12-10T22:18:13

➤ Drone flyover spots new Cybertruck prototype on Tesla's Fremont test track (https://youtu.be/8NkRT_y9zms)
➤ Elon Musk jokes about quitting
➤ New Form 4s for Elon Musk's TSLA stock ...

Elon Musk Laughs Off Tesla Bear Case, Investor Meetings, NHTSA, China, Energy, Volkswagen (12.09.21) from 2021-12-10T00:11:14

➤ Elon Musk responds to Tesla bear case
➤ Tesla reportedly meets with buy-side investors, shares details on Giga Berlin and Giga Texas
➤ NHTSA in contact with Tesla in regard to some...

November China Sales, Street-High Price Target, Teaser, Texas, 3/Y Features, Plaid, Energy (12.08.21) from 2021-12-09T01:16:41

➤ China Passenger Car Association reports Tesla China sales for November
➤ New street-high TSLA price target
➤ Tesla China teases announcement on December 10
➤ More activity at...

Musk Discusses Cybertruck, Tesla Bot, Neuralink, Starship and More + UBS Note, Mobileye IPO, Volkswagen (12.07.21) from 2021-12-07T23:28:29

➤ Elon Musk joins The Wall St. Journal CEO Council to discuss Cybertruck, Tesla Bot, Neuralink, Starship and more (https://youtu.be/lSD_vpfikbE)
➤ UBS issues updated analyst note, increase...

Reported SEC Investigation, Autonomy Exposé, FSD Beta 10.6, Giga Berlin, Charging, Rivian, Lucid (12.06.21) from 2021-12-06T23:43:43

➤ Tesla reportedly under SEC investigation regarding Tesla Solar
➤ Ford clarifies F-150 Lightning timeline
➤ RBC Capital increases TSLA price target
➤ Elon Musk to be interview...

New Cybertruck Variant, Stock Sale Update, FSD Beta 10.6, Mobile App, Recall, Megapack (12.03.21) from 2021-12-04T01:14:08

➤ Elon Musk announces new version of the Cybertruck and confirms feature
➤ Catching up on Elon Musk’s TSLA stock sale
➤ FSD Beta 10.6 timeline
➤ Tesla mobile app update
➤...

China November Sales Rumor, Volkswagen/Diess, S&P Rebalancing, Cyber Products (12.02.21) from 2021-12-03T01:38:24

➤ Rumored Tesla China sales for November look strong in context of previous quarters
➤ Handelsblatt reports latest news on Volkswagen / Herbert Diess future
➤ Discussion on upcoming ...

CEO Accidentally Explains Tesla’s Huge Lead, Retracted Shanghai Report, Labeling, Lawsuit, Honda (12.01.21) from 2021-12-02T03:57:59

➤ Tesla’s lead in electric vehicles is unwittingly highlighted by Stellantis CEO in interview
➤ Giga Shanghai production report is redacted
➤ Tesla’s Director of AI tweets about auto...

Musk Emails SpaceX Employees About Bankruptcy Risk, Tesla Giga Press Partnership, Giga Texas, Tax Credit, Follow-Ups (11.30.21) from 2021-12-01T01:12:28

➤ Leaked Elon Musk email to employees highlights “genuine risk of bankruptcy” amid engine production challenges
➤ Tesla Giga Press supplier discusses design process, Tesla’s ambitious targ...

Gigafactory Updates, Leaked Musk Email, GM Denies Tesla Leadership Position, Product Roadmap, Price Targets (11.29.21) from 2021-11-30T02:23:26

➤ Rumors/reports on Tesla’s factories in Berlin, Shanghai, and Texas
➤ New street-high price targets on TSLA stock
➤ Leaked Elon Musk email to Tesla employees
➤ GM CEO Mary Bar...

Billion Dollar Funding Rejected by Tesla, Giga Shanghai Expansion, Part/Price Updates, Rivian (11.26.21) from 2021-11-26T19:21:57

➤ Stock market drops on new concerns
➤ Catching up on Elon Musk’s ongoing TSLA stock sale
➤ Tesla declines over $1B in funding for battery factory in Germany
➤ Tesla reportedly...

Unionization in Berlin? + Volkswagen to Meet on Diess, Waypoints, Megacharger, England (11.23.21) from 2021-11-24T01:02:59

➤ Tesla workers in Berlin plan to establish election committee for works council
➤ Volkswagen supervisory board reportedly meet on CEO Herbert Diess’s future
➤ Tesla adds stops featu...

Elon Musk Gives “Final Warning”, Leaked Email, Giga Berlin&Texas Updates (11.22.21) from 2021-11-23T03:17:42

➤ Elon Musk comments on JP Morgan lawsuit
➤ Leaked Elon Musk email gives insight into management style
➤ Updates on Giga Berlin as public commentary period ends
➤ Tesla files r...

Interview: Tesla's Position of Strength w/ Alex Potter (11.20.21) from 2021-11-21T01:33:10

Alex Potter joins Rob Maurer to discuss the strength of Tesla's business, excellent Q3 results, challenges for competitors, short to long-term outlooks, valuation methodology, various business l...

TSLA Closes Strong, Split Speculation, Tesla Energy, Berlin, Biden, Lawsuits (11.19.21) from 2021-11-20T01:17:30

➤ TSLA stock finishes the week up 10%
➤ Speculation running rampant of potential TSLA stock split
➤ Wedbush Securities raises TSLA price target
➤ Tesla discloses Powerwall inst...

JP Morgan Sues Tesla, NTSB Concludes Investigation, Musk Sale Continues (11.16.21) from 2021-11-17T01:37:29

➤ JP Morgan is suing Tesla in relation to disagreement regarding “funding secured” saga (https://bit.ly/3niGY9X)
➤ Elon Musk continues selling TSLA stock as more options are exercised
Listen

Musk Explains Stock Sale, Excellent China Production, Semi Updates, Starlink, Toyota (11.15.21) from 2021-11-16T02:51:36

➤ Elon Musk explains the mechanics of his ongoing sale of Tesla stock
➤ Reported China production numbers
➤ Tesla Semi spotted charging, Musk comments on Pepsi deliveries
➤ Sta...

More Price Increases, Stock Sale Passes 5M Shares, China Model Y Update, Beta 10.5, Norway (11.12.21) from 2021-11-12T23:18:02

➤ Elon Musk continues selling TSLA stock
➤ Tesla raises prices for the fourth time this quarter
➤ Model Y range and acceleration updated in China design studio
➤ Elon Musk give...

First FSD Beta Collision Reported, Latest on Musk Sale, New Feature, S/X Updates, Tax Credit (11.11.21) from 2021-11-12T00:14:07

➤ First FSD Beta crash reported to NHTSA
➤ Catching up on the remaining Form 4’s filed by Elon Musk to sell TSLA stock, and where things go from here
➤ Updates to Model S and Model X...

Musk Reports Sale of Tesla Stock, Rivian Completes IPO, Texas Land, China Model Y, BMW, Emissions (11.10.21) from 2021-11-11T02:07:57

➤ Elon Musk files Form 4 disclosing sale of Tesla stock, but some uncertainty remains
➤ Bank of America increases TSLA price target
➤ Elon Musk tied to new land purchase in Texas
Listen

TSLA's Biggest Drop: Did Musk Sell? + Infrastructure Bill, Hertz, FSD Hardware, Tesla Canada, Legacy CEOs (11.09.21) from 2021-11-10T00:13:29

➤ Tesla’s valuation drops by nearly $150B in one day, its biggest single-day drop ever
➤ Was the drop driven by Elon Musk selling stock?
➤ Congress passes trillion dollar infrastruct...

Elon Musk's Stock Sale Explained, Q4 Production Outlook, Analyst Updates, Tesla Semi, Price Changes, Energy (11.08.21) from 2021-11-09T03:48:29

➤ Elon Musk has committed to selling 10% of his Tesla stock after conducting a Twitter poll — here are the important details behind this decision
➤ Numbers reported in China suggest a mass...

Interview: Tesla's Exciting Path Forward with Pierre Ferragu (11.05.21) from 2021-11-05T21:00

Pierre Ferragu of New Street Research joins Rob Maurer on Tesla Daily to discuss Tesla's excellent Q3 results, Tesla Insurance, FSD Beta, battery strategy, outlook for 2022, and more.

Tim...

China Production Rumors, EV Credit Changes, 4680's, FSD Beta, SpaceX (11.04.21) from 2021-11-05T00:21:23

➤ Rumors surface on Tesla’s production rate at Giga Shanghai
➤ Tesla removes 0% down financing option
➤ TSLA sets another all-time high closing price
➤ New changes made to EV t...

TSLA Rises After Fed Meeting, Uber “Partnership”, China Factory, Volkswagen, Rivian IPO (11.03.21) from 2021-11-04T00:05:13

➤ Stock markets, TSLA stock rise after Federal Reserve meeting
➤ Details on reported Tesla / Uber partnership
➤ Factory rumors for Tesla in China
➤ Tesla Canada shares video hi...

Musk Says No Hertz Contract, Avis Comments, FSD Beta OTA Recall, Vehicle Updates, Berlin/Texas (11.02.21) from 2021-11-02T23:47

➤ Elon Musk says Tesla and Hertz have not agreed to a contract yet
➤ Rental company Avis is asked about the Hertz order on earnings call
➤ Tesla files recall related to FSD Beta roll...

Opening Supercharger Network, New Solar Roof Tile, Lithium, Financing, Tesla Fest, EV Credit (11.01.21) from 2021-11-02T02:04:13

➤ Tesla just unlocked a hidden revenue stream worth billions of dollars
➤ TSLA rally continues as Tesla stock closes at all-time high
➤ Tesla reportedly updates Solar Roof solar tile...

Battery Supply Rumors, Pushback on Union EV Credit, Model Y/X Updates, Toyota EV (10.29.21) from 2021-10-30T00:00

➤ TSLA stock closes out the week with a 22% gain
➤ Report on Tesla battery supply for 2022
➤ Performance Model Y spotted at Giga Shanghai
➤ New Model X info from EPA documents<...

EV Tax Credit Update, China October Sales, NTSB&NHTSA, Volkswagen, Fiat Chrysler (10.28.21) from 2021-10-28T23:15:57

➤ White House release new $1.75T budget framework
➤ Detailed framework (pg. 1,240): https://bit.ly/3nDhx1P
➤ Rumor on Tesla China sales for October
➤ NTSB chair comments on NHT...

New TSLA Price Target, GM's Misleading Comments, New Features, Hertz, Ford, Lucid (10.27.21) from 2021-10-28T01:54:03

➤ TSLA stock gets price target increases from Goldman Sachs, Citigroup, and Piper Sandler
➤ GM announces Q3 earnings, CEO Mary Barra comments on electric vehicles plans
➤ Ford announ...

Dojo Whitepaper, China Production, Q4 Outlook, New Colors, 10-Q (10.26.21) from 2021-10-26T23:24:19

➤ Tesla publishes Project Dojo whitepaper which Elon Musk notes “is more important than it may seem at first”
➤ Tesla China production report and implications for Q4 production numbers
Listen

Live Replay: Tesla Crosses $1 Trillion | Hertz, Pricing, Beta Rollback&More + Q&A (10.25.21) from 2021-10-25T23:49:52

➤ Join Rob Maurer for live discussion on Tesla stock’s biggest day ever and all the news from the last few days

Timestamps:
0:00 Tesla hits $1T
2:00 Hertz / Tesla deal
1...

$910 TSLA! + Credit Rating Upgrade, Toyota, Apple, SpaceX (10.22.21) from 2021-10-22T23:25:54

➤ TSLA stock sets a new all-time high
➤ S&P upgrades Tesla credit rating
➤ Toyota continues to talk down EVs
➤ New reports on Apple’s EV project
➤ BYD battery rumors
Listen

TSLA All-Time High Close, Analyst Reactions, Berlin Delay, FSD Beta, NHTSA (10.21.21) from 2021-10-21T23:20:49

➤ TSLA stock reaches highest closing price ever
➤ Wall St. reacts to Tesla’s Q3 earnings as analysts raise price targets
➤ Giga Berlin approval delayed
➤ Elon Musk provides upd...

Q3 Earnings Report&Earnings Call Discussion (10.20.21) from 2021-10-21T01:11:29

➤ Condensed reaction to Tesla's Q3 earnings report, earnings call, and shareholder letter
➤ Initial reaction to earnings: https://youtu.be/t4u9MSjFq-A
➤ Tesla’s Q3 earnings call and ...

Earnings Consensus Estimates Discussion, New NHTSA Appointments, Cybertruck, Giga NY (10.19.21) from 2021-10-20T01:16:31

➤ Analyst consensus estimates are set ahead of Tesla’s Q3 earnings report
➤ Understanding the differences between earnings forecasts and how to contextualize Tesla’s results
➤ Bank o...

TSLA Stock Rallying, Volkswagen Turns to Elon Musk, Model X Deliveries, Germany Energy Plan (10.18.21) from 2021-10-18T23:34:57

➤ Volkswagen CEO invites Elon Musk to speak to top VW management
➤ TSLA stock continues to rally towards all-time high
➤ Tesla begins delivering refreshed Model X
➤ Tesla partn...

Cybertruck Updates, Model X Deliveries, Texas Insurance Launch, New Features (10.15.21) from 2021-10-16T00:57:45

➤ TSLA closes off strong week ahead of Q3 earnings
➤ Q3 earnings forecast update
➤ Tesla updates Cybertruck webpage, ordering process
➤ Report on Model X deliveries
➤ Tes...

TSLA Q3 Earnings Preview / Forecasts (10.14.21) from 2021-10-15T02:29:28

➤ YouTube link: https://youtu.be/UieeGa82kLw
➤ Rob Maurer walks through his forecast / earnings estimates for Tesla’s Q3 2021 earnings report Listen

NHTSA Requests More Info From Tesla, VW Concerned About Jobs, Refresh Battery, Tax Credit (10.13.21) from 2021-10-14T03:10:24

➤ NHTSA forces to Tesla to explain why a recall was not issued in regards to a feature update
➤ NHTSA requests information from Tesla on FSD Beta early access program
➤ Volkswagen CE...

Record China Sales, Lawsuit, Megacharger, FSD Beta, Crash Safety, Recycling, Cybertruck (10.12.21) from 2021-10-13T01:34:21

➤ China Passenger Car Association reports record Tesla sales in China for the third quarter
➤ Tesla wins lawsuit against accuser of brake failure and unintended acceleration in China
...

New Info From Tesla’s Giga Fest, FSD Beta 10.2 Released, Model X, Burry’s TSLA Options (10.11.21) from 2021-10-12T00:53:19

➤ Tesla holds Giga Fest at Giga Berlin, allowing unprecedented access and unveiling new details about the factory
➤ FSD Beta version 10.2 released to broader customer base
➤ Update o...

Earnings Scheduled, 4680 Production Ramp, Solar Roof, Giga Fest, Company X (10.08.21) from 2021-10-08T23:19:48

➤ Tesla schedules Q3 2021 earnings report
➤ Discussion on Elon Musk’s comments during Tesla’s annual shareholder meeting and how 4680 battery production may be ramping up
➤ Elon Musk...

Live Reaction After Tesla 2021 Shareholder Meeting (10.07.21) from 2021-10-08T00:02:52

➤ Rob Maurer's reaction and recap following Tesla's 2021 annual shareholder meeting

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

New Tesla Price Increases&Impact, GM Holds Investor Day (10.06.21) from 2021-10-07T00:22:15

➤ After relative stability throughout Q3, Tesla has continued raising prices
➤ Discussing Tesla’s margins and material costs
➤ GM holds Investor Day to map out plan and targets for 2...

$137M Lawsuit, Rivian Files For IPO, Tesla's Debt, Giga Berlin (10.05.21) from 2021-10-06T02:40:32

➤ A jury has ruled against Tesla in a $137 million discrimination lawsuit
➤ Rivian files S1 ahead of initial public offering, revealing new business details
➤ Discussion on Tesla’s d...

TSLA Stock Outperforms Down Market, Analysts React to Q3 Deliveries, Big Week Ahead, Rivian Lawsuit (10.04.21) from 2021-10-05T01:10:46

➤ Tesla stock outperforms weak macro environment following Q3 delivery and production report
➤ A look at the big week ahead for Tesla
➤ Wall St. and analysts react to Tesla’s Q3 deli...

Q3 Delivery/Production Report + Preceding Q&A (10.02.21) from 2021-10-02T18:05:43

➤ Rob Maurer's live reaction to Tesla's Q3 delivery and production report (first 24 minutes of podcast)
➤ Q&A prior to results being released (rest of podcast after 24 minutes)

Plai...

Volkswagen is Panicking, Model X Update, Megapack Order, Model Y Range, Industry Q3 Sales (10.01.21) from 2021-10-02T00:01:49

➤ Volkswagen calls top managers together for “crisis meeting” regarding direction of automotive industry
➤ Elon Musk clarifies FSD Beta rollout timeline
➤ Update on refreshed Model X...

Why Tesla Could Be Set Up For A Huge Beat - Q3 2021 (09.30.21) from 2021-09-30T23:26:41

YouTube link: https://youtu.be/Ogs-AOEvqyg

➤ Join Rob Maurer for a live walkthrough of his delivery and production forecasts for Tesla’s Q3 202...

Elon Musk Interviewed on China, FSD,&More + Tesla ROIC, Investor Sales (09.29.21) from 2021-09-30T02:45:06

➤ Takeaways from Elon Musk’s interview with Kara Swisher at the 2021 Code Conference: https://youtu.be/ESIjxVudERY
➤ Elon Musk comments on Tesla’s improving return on invested capital (ROI...

FSD Rollout Plan, September China Sales, Huge Megapack Order, Piper Sandler Note, and More (09.28.21) from 2021-09-29T00:09:48

➤ TSLA stock shows relative strength in worst day for Nasdaq in 6 months
➤ Elon Musk explains Tesla’s FSD Beta rollout plan and timeline
➤ Rumored huge month for Tesla China in Septe...

Beta Button and Safety Score, Now What? + Tesla China Production Booming (09.27.21) from 2021-09-27T22:36:38

➤ Tesla releases FSD Beta request button and Safety Score Beta, now what?
➤ Zero intervention long FSD Beta drive: https://youtu.be/dRXZ9Mwiuto
➤ California DMV responds to CNBC inqu...

TSLA Stock’s Highest Close in 7 Months, Elon Musk Interview, Production Update (09.24.21) from 2021-09-24T21:15:05

➤ TSLA stock ended the week with its highest close in more than 7 months
➤ New rumor on Tesla’s Q3 production
➤ Elon Musk interview for Italian Tech Week (https://youtu.be/4_LAXD-f9e...

Sell Tesla Stock at $3,000? Not So Fast… (09.23.21) from 2021-09-23T23:56:11

➤ ARK Invest’s Cathie Wood comments on what ARK would do if Tesla stock rose to $3,000 per share next year
➤ Discussion of a hypothetical $3,000 share price scenario
➤ New report on ...

Autopilot Update, New Tesla Megafactory, Tesla Insurance, Redwood Materials (09.22.21) from 2021-09-23T01:40:09

➤ Reported new Autopilot functionality may be pivotal in NHTSA investigation
➤ Federal Reserve September meeting updates
➤ New factory for Tesla in California
➤ Elon Musk provi...

News on Tesla Energy, NTSB Comments, Waymo, Semiconductors, Other EVs (09.21.21) from 2021-09-22T01:33:12

➤ News on Tesla Energy: Virtual Power Plant, Megapack, and Solar Roof
➤ Head of NTSB advocates for more restriction on Tesla’s Autopilot
➤ Model S deliveries expand regionally
...

Stock Market Drops, TSLA Follows on Evergrande + Beta, Factory, Referral Program Updates (09.20.21) from 2021-09-21T00:19:41

➤ TSLA stock follows the markets down as Evergrande raises concerns in China
➤ Elon Musk provides more details on FSD Beta rollout process
➤ Rumor surfaces about Russian Gigafactory,...

Beta Button Details, Version 10.0.1, Germany EVs, China EV Congress, Neuralink (09.17.21) from 2021-09-17T23:00

➤ Elon Musk provides updated timeline on FSD Beta 10.1, gives clarification on FSD Beta request button plans
➤ Tesla pushes new FSD Beta version 10.0.1
➤ Elon Musk alludes to big Sep...

China Confusion, Cybertruck Glass, GigaFest, Lucid Air Efficiency (09.16.21) from 2021-09-17T00:09:01

➤ Large discrepancy in China numbers causes confusion
➤ Model Y production in China reported
➤ New Tesla video appears to show a part of new Cybertruck design
➤ Details about T...

“Model 2” Timeline Update, Q3 Implications, Chip Situation, EV Tax Credits, Referral Program (09.15.21) from 2021-09-15T23:34:15

➤ Updates from Tesla investor relations on Tesla’s lower price vehicle, 4680 battery production, pricing and margins, chip shortage impacts, and more
➤ US EV tax credit updates
➤ Tes...

Initial Thoughts on FSD Beta, NHTSA Requests Other Automaker Data, Giga Texas, Redwood Materials (09.14.21) from 2021-09-15T00:11:15

➤ Rob Maurer shares initial thoughts on Tesla’s FSD Beta after a few days of use
➤ NHTSA requests data from 12 other automakers in regards to Tesla investigation
➤ Giga Texas welcome...

EV Tax Credit Proposal, Musk on TSLA, FSD Beta, China Prices, Giga Berlin (09.13.21) from 2021-09-14T03:56:20

➤ New US federal EV tax credit proposal released, including some disheartening changes: https://bit.ly/39jMC45
➤ Elon Musk comments on TSLA’s valuation
➤ FSD Beta 10.1 feature and ti...

Plaid Sets Record, Full Email, Shortage Updates&More (09.10.21) from 2021-09-10T22:55:24

➤ Tesla’s Model S Plaid sets a new record on the Nürburgring
➤ Full leaked email from Elon Musk
➤ Video from inside Giga Texas
➤ Tesla discontinues one solar purchasing option<...

Leaked Musk Email, China Updates, FSD Beta Rollout Plan (09.09.21) from 2021-09-09T23:28:57

➤ Leaked Elon Musk email provides context for other rumors, Q3 results
➤ Tesla China opens massive new delivery center, plus rumors on production
➤ Elon Musk provides more details ab...

Q3 is Looking Great for Tesla (09.08.21) from 2021-09-09T02:41:25

Video: https://youtu.be/bgikZ2BLybI

➤ Rob Maurer walks through how Tesla’s third quarter is shaping up after August sales numbers are reported from China
➤ Tesla expands Energy team...

Elon Musk on a $3,000 TSLA Price, Other Leaks, Berlin Funding,&More (09.07.21) from 2021-09-08T01:14:23

➤ Leaked Elon Musk email gives new insight on Tesla’s aspirations on possible future share price
➤ Musk comments on crazy end of quarter delivery push
➤ Giga Berlin may be on track t...

Interview: Rob Maurer on the Current State of Tesla (09.03.21) from 2021-09-04T00:00

➤ Katherine Ross interviews Rob Maurer about the current state of Tesla and what to think about going forward

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive ...

Part 1 - Rumors About Tesla Company Call (09.02.21) from 2021-09-03T03:36:04

➤ Rumors leaked from an Elon Musk Tesla company call
➤ Don't miss today's other episode: https://youtu.be/LK07bTZIZoI

Plaid producer Who Why
Executive producer Jeremy Cooke Listen

Part 2 - FSD Beta 10, ARK Disagreement, New Tesla Office, AI, Apple Car (09.02.21) from 2021-09-03T00:21:19

➤ ARK Invest does great work, but here’s why I disagree with them in this instance
➤ Elon Musk sets timeline for FSD Beta 10, “Beta Button” wide release
➤ Tesla gets new office space...

NHTSA Requests Tesla Data, Musk Comments on Roadster, Production Ramps, Rivian R1T (09.01.21) from 2021-09-02T00:22:52

➤ NHTSA requests information from Tesla in relation to Autopilot investigation (https://static.nhtsa.gov/odi/inv/2021/INI...

2+ Tesla Bots? + Mysterious X Case, Bolt Recall, Proximity Feature, 4680 Partners (08.31.21) from 2021-09-01T01:13:06

➤ Tesla adds new job listings for Tesla Bot, descriptions provide interesting insights
➤ New information on mysterious Model X fire
➤ GM comments on Chevy Bolt recall including produ...

China&Texas Rumors, FSD Beta, Tesla India Updates, AP Accident, Energy (08.30.21) from 2021-08-31T01:01:21

➤ Rumors on Tesla’s sales in China for August and a Giga Shanghai factory shutdown
➤ Tesla may have started pre-production at Giga Texas
➤ Analyst visits Fremont, comments on pace Listen

China Delivery Timelines Extended, 4680 Battery Update, Tesla Daily Turns Four (08.27.21) from 2021-08-27T21:03:31

➤ Tesla extends estimated delivery timelines in China
➤ 4680 battery cell yield report
➤ Musk comments on LFP battery decision
➤ Rivian reportedly prepares for initial public o...

LFP Model 3, Model Y SR, Tesla App Update, Giga Berlin, Nürburgring (08.26.21) from 2021-08-26T23:44:40

➤ New Model 3 version to begin shipping in North America
➤ Tesla China delivers first Standard Range Model Y
➤ Giga Berlin opposition progresses to discussion phase
➤ Tesla upd...

Cathie Wood on TSLA/Auto Industry, Musk Updates on FSD Beta, Munro's "Rant", Bolt Recall (08.25.21) from 2021-08-26T00:35:20

➤ Cathie Wood of ARK Invest comments on TSLA, ride-hailing opportunity, and semi-conductor shortages after Tesla’s AI Day
➤ Elon Musk provides update on FSD Beta public release
➤ San...

Why Tesla Could Be Set Up for a Huge Beat (08.24.21) from 2021-08-25T00:12:42

➤ Tesla could be setting up for a huge Q3 delivery/production beat
➤ Reported July production for Tesla in China
➤ Tesla lists new humanoid job posting after AI Day
➤ Elon Musk...

AI Day Explained - Recap&Key Points (08.23.21) from 2021-08-24T02:30:29

Recapping Tesla’s AI Day presentation on neural network perception, planning, training, labeling, Project Dojo, and Tesla Bot in simple, understandable language.

Twitter: https://www.twit...

Supercut - Tesla AI Day in 19 Minutes (08.20.21) from 2021-08-20T20:43:14

Listen to Tesla's AI Day presentation about Project Dojo, Full Self-Driving, Tesla Bot, and more in less than 20 minutes.

Timestamps:
0:00 Tesla is a leader in AI
1:01 Tesla F...

Senators Want FTC Enforcement on Autopilot, Analysts React to NHTSA Investigation, Charging Survey, AI Day (08.18.21) from 2021-08-19T01:06:01

➤ US Senators ask US Federal Trade Commission to examine Tesla’s communication around Autopilot and Full Self-Driving
➤ Analysts from Morgan Stanley, Goldman Sachs, and New Street Research...

Goldman Sachs AI Day Expectations, Bernstein Price Target, China Relations, DeMuro Plaid Review (08.17.21) from 2021-08-18T00:08:53

➤ Goldman Sachs issues updated TSLA note detailing their expectations for Tesla’s AI Day
➤ Bernstein increases TSLA price target
➤ Elon Musk trial wraps up testimonials
➤ Tesla...

NHTSA Opens Autopilot Investigation, FSD Beta 9.2 Details, Shareholder Meeting Scheduled, More Updates (08.16.21) from 2021-08-18T00:08:06

➤ TSLA stock drops as NHTSA announces formal investigation into Tesla’s Autopilot system
➤ Elon Musk shares technical details on new FSD Beta 9.2 release
➤ At Giga Berlin, Elon is as...

Live: Tesla Daily - TSLA Short Calls It Quits + Huge Demand (08.12.21) from 2021-08-12T23:18:35

Live episode of Tesla Daily for Thursday, August 12

EV Tax Credit News, Giga Berlin, China "Insider" Report, BYD (08.11.21) from 2021-08-12T01:40

➤ Senate passes $3.5T budget resolution with new amendment to EV tax credit
➤ Discussion on what comes next for a possible EV tax credit
➤ Elon Musk lands in Berlin ahead of mileston...

China July Sales + Cybertruck, Model S Updates (08.10.21) from 2021-08-11T02:00:35

➤ China Passenger Car Association reports on Tesla sales and exports in China for the month of July
➤ Tesla updates Cybertruck production timeline
➤ Model S order holders receive new...

Here’s Why Tesla Is So Important (08.09.21) from 2021-08-10T06:10:11