Tesla Daily: Tesla News & Analysis - podcast cover

Tesla Daily: Tesla News & Analysis

Rob Maurertechcastdaily.com
Tesla Daily is a podcast covering all things Tesla, Inc., published every weekday. News on Tesla Motors, Tesla Energy, Tesla Solar, and Tesla Network is discussed in a concise and consistent manner, making it easy to stay up-to-date on the latest from Tesla. Dedicated to keeping investors and customers well-informed, Tesla Daily host Rob Maurer provides analysis and opinions on Tesla as a company, TSLA stock, and the future of the many industries Tesla competes in. Additionally, Tesla Daily covers major news from Elon Musk's SpaceX, Neuralink, and The Boring Company.

Episodes

New Tesla Colors, Hardware 4.0, FSD Beta, & Supercharger Voting (10.21.22)

➤ Tesla introduces new Midnight Cherry Red and Quicksilver colors ➤ Rate increase expectations decline on Fed comments ➤ Supplier reportedly comments on next-gen FSD hardware ➤ Musk comments on next FSD Beta release ➤ Tesla opens Supercharger location voting Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro...

Oct 22, 202212 min

Overlooked Takeaways From Tesla Earnings (10.20.22)

➤ 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/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive pro...

Oct 21, 202217 min

Texas Energy, Semi, Smart Summon, Germany, Foxconn, New EVs (10.18.22)

➤ Texas approves pilot program for distributed energy resources ➤ Elon Musk to participate in Tesla earnings call ➤ Correction on analyst consensus ➤ Tesla Semi VIN decoder ➤ Elon Musk comments on Smart Summon feature ➤ Tesla tops VW in BEVs in Germany ➤ Foxconn shares interest in Tesla partnership ➤ GM unveils Cadillac Celestiq ➤ Rolls Royce unveils Spectre EV ➤ David Trainer interview: https://youtu.be/C0Fl6JBQgrc Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodca...

Oct 19, 202211 min

Q3-22 Earnings Preview (10.17.22)

➤ 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 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive ...

Oct 17, 202223 min

52-Week Low, Inflation, Berlin Battery Production, Cybertruck, Cameras (10.14.22)

➤ 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 on Giga Berlin battery production plans ➤ Cybertruck appears to be under cover at Giga Texas ➤ China demand rumor ➤ Sensor updates Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer...

Oct 14, 202215 min

Musk’s Mysterious Reply, Buybacks, Hot CPI, EV Tax Credit Update (10.13.22)

➤ 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 possible buyback: https://youtu.be/uBXKaT_BpZg ➤ FSD Beta 10.69.3 expected release date ➤ Possible major changes to EV tax credit ➤ Volkswagen announces multibillion dollar investment Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla R...

Oct 13, 202213 min

Sensor Cost Savings, New Safety Feature, PPI, Fed Minutes, Toyota, Lucid, Polestar (10.12.22)

➤ 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 deliveries imminent in China ➤ Euro NCAP comments on Tesla software ➤ Toyota exec complains about perception ➤ Lucid announces Q3 production ➤ Polestar unveils Polestar 3 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.l...

Oct 13, 202219 min

China September Numbers - Here Is What We Learned (10.11.22)

➤ 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 ➤ EV startup announces plans to use Tesla parts ➤ GM announces new business unit ➤ The Boring Company releases new novelty product Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive ...

Oct 12, 202213 min

Analysts Reduce Targets, China Sales, Germany, Twitter, Rivian (10.10.22)

➤ Analysts lower price targets, Morgan Stanley comments on demand destruction ➤ Twitter acquisition update ➤ China wholesale sales for September ➤ Tesla Model Y tops sales chart in September ➤ Musk comments on FSD Beta ➤ Rivian recalls most vehicles Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executiv...

Oct 11, 202212 min

TSLA's Worst Week In Over A Year, Minor Cybertruck Updates, FT Interview, Semi (10.07.22)

➤ 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 ➤ Financial Times interviews Musk ➤ FSD Beta update ➤ Pepsi comments on Tesla Semi ➤ 4680 rumor ➤ Contact form: https://forms.gle/FuzXMtUF9swXzj8M6 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Execut...

Oct 08, 202213 min

Investment Grade, Berlin Meeting Leaks, Tesla Semi Production, Twitter Updates (10.06.22)

➤ 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, announces delivery date ➤ Shanghai adjusts EV-related incentive ➤ China exports ➤ Twitter merger updates Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive pr...

Oct 07, 202214 min

Updates on Twitter + Huge New Credit Market For Tesla Expected (10.05.22)

➤ 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 ➤ More information on credits: https://youtu.be/5q2OO7YgKVA ➤ Tesla pushes new FSD Beta update ➤ Mizuho lowers TSLA price target ➤ Ford raises F-150 Lightning prices again ➤ Musk interviewed about X Prize: https://www.diamandis.com/podcast/elon Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com...

Oct 06, 202221 min

Musk To Close Twitter Deal + Tesla Removes Sensors (10.04.22)

➤ 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 ➤ Rivian announces Q3 production numbers Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive prod...

Oct 05, 202219 min

Discussing Tesla's Stock Tanking, Demand Concerns, Production Plan Leak (10.03.22)

➤ 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 Tesla’s inventory ➤ Updates out of China ➤ Analyzing a supposed production plan reported by Reuters ➤ Giga Berlin production news ➤ Tesla reportedly expanding Giga Nevada ➤ Google and Tesla reportedly exploring partnership Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https:/...

Oct 04, 202223 min

Q3-22 Delivery & Production Report (10.02.22)

➤ Tesla has reported record quarterly production and delivery numbers for the third quarter of 2022 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive prod...

Oct 02, 202215 min

Musk Comments on AI Day, Cybertruck + Expectations, US Car Market (09.29.22)

➤ 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 ➤ Interesting data points on US car market ➤ New Musk texts disclosed in Twitter case ➤ Porsche IPO ➤ Quick notes Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive pr...

Sep 30, 202213 min

Q3 Estimates, New Tesla Board Member, Analyst Updates (09.28.22)

➤ Tesla appoints new board member ➤ Piper Sandler lowers TSLA price target ➤ Citi issues updated TSLA note ➤ Walking through Q3 delivery and production estimates Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael ...

Sep 29, 202218 min

Leaked Email, China Insured Vehicles, Shanghai Production, Australia Orders, AI Day, Hertz (09.27.22)

➤ 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 of delivery windows moving up in Australia ➤ AI Day updates ➤ Treasury Department comments on EV tax credit ➤ Hertz comments on Tesla rentals, partners with BP Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la...

Sep 28, 202214 min

Musk Deposition Delayed, Berlin Fire, China, Paid Influencers, Cruise (09.26.22)

➤ 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 exemption as expected ➤ Report on China delivery target ➤ Influencers offered payment to read anti-Tesla script for film ➤ Ford confirms badge shortage ➤ Cruise vehicles get stuck in San Francisco ➤ Musk comments on Starlink terminal production Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapod...

Sep 27, 20229 min

Energy UI, Leno's Garage, Shanghai, SpaceX, Next Week (09.23.22)

➤ Tesla to release new energy, Supercharging features in software update ➤ Looking ahead to next week’s calendar ➤ Musk to be deposed in Twitter case ➤ Interesting Tesla Bot job listing ➤ Tesla may be shifting to exports from Shanghai ➤ Musk appears on Jay Leno’s Garage ➤ SpaceX updates ➤ Hertz / GM order ➤ Toyota cuts production plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.l...

Sep 24, 202211 min

China Demand Discussion, Fed Policy, Texas Production, Berlin, Morgan Stanley, FSD Beta, Megapack (09.22.22)

➤ Tesla Daily returns to cover the biggest stories over the last week including interest rate hikes, China demand, Texas production, Berlin batteries, FSD Beta, and more. Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer...

Sep 23, 202213 min

Battery Production Equipment, PPI, Shanghai, Analyst Updates, Crash Tests, Ford Dealers (09.14.22)

➤ Tesla reportedly considers reallocating production equipment from Berlin ➤ PPI report causes less panic than CPI ➤ Schedule updates ➤ Giga Shanghai production impacted ➤ Analyst rating and price target changes ➤ Canadian minister visiting California ➤ Special code reported for crash tests ➤ Ford gives dealers ultimatum Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 E...

Sep 15, 202211 min

Market Crashes, Tesla Outperforms on Positive Supply Commentary (09.13.22)

➤ Markets suffer worst day in years on hot inflation data, TSLA outperforms ➤ Tesla’s head of investor relations presents at Goldman Sachs conference ➤ Details from Supercharger site plans ➤ New radar shows up in Tesla parts catalog ➤ Tesla reportedly adding alternative routes to navigation ➤ FSD Beta 10.69.2 rolls out ➤ Former head of Twitter security testifies to Congress Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/teslada...

Sep 14, 202212 min

Leaked Production Info, Lithium Refining Facility, Giga Berlin, Twitter (09.08.22)

➤ A leaked recording of a Tesla executive presentation reveals new details on Tesla vehicle and energy product production ➤ Tesla files application for refining project in Texas ➤ Neuralink plans offices in Texas ➤ Tesla seeking public feedback on Berlin project Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Chera...

Sep 09, 202218 min

Record Shanghai Production in August, Megafactory, Service, Superchargers, Rivian (09.08.22)

➤ Tesla sets production record at Giga Shanghai in August despite downtime ➤ Chengdu lockdowns extended ➤ Tesla expands hiring for Megafactory ➤ Elon Musk comments on Tesla service ➤ Tesla polls for new Supercharger locations ➤ Mercedes-Benz and Rivian announce partnership agreement ➤ Chevy announces more details on EV Equinox ➤ Elon Musk comments on Apple & Starlink Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodc...

Sep 08, 202216 min

Safety Rating Record, China Delivery Times, Canada, S&P, Superchargers, Apple (09.07.22)

➤ Tesla’s new Model Y breaks Euro NCAP safety rating record ➤ Estimated wait times drop again in China ➤ Canadian minister comments on Tesla communication ➤ S&P responds to inquiry on Tesla’s credit rating ➤ Tesla plans new largest Supercharging location ➤ Giga Berlin receives cosmetic upgrade ➤ Delaware court responds to amendment arguments in Twitter case ➤ Apple announces satellite connectivity with iPhone 14 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast P...

Sep 07, 202212 min

Goldman Meets With IR, Wolfe Upgrade, US Sales, FSD, Powerwall, Battery Experts (09.06.22)

➤ Goldman Sachs issues new note on TSLA after meeting with investor relations ➤ Wolfe Research upgrades TSLA to Buy rating ➤TrueCar estimates August sales for Tesla ➤ China insured vehicle report ➤ FSD beta rollout expands as Tesla increases price ➤ Elon Musk comments on Powerwall supply ➤ Battery “experts” share thoughts on Tesla’s 4680 progress ➤ Fleetpool announces Tesla ordering milestone ➤ Twitter case update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast...

Sep 06, 202212 min

Credit Rating Failures Create Opportunity For Tesla Investors (09.02.22)

➤ Moody’s responds to inquiry about Tesla’s credit rating, attempts to justify non-investment grade rating ➤ Nord Stream 1 pipeline halted ➤ Calendar for the week ahead Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer M...

Sep 02, 202216 min

August China Sales, Canada Factory Possibilities, Price Target Increase, Full Self-Driving Name (09.01.22)

➤ CPCA official comments on Tesla’s Shanghai sales for August ➤ Tesla continues lobbying in Canada ➤ Piper Sandler increases TSLA price target ➤ California Senate passes bill regarding marketing of ADAS features ➤ Tesla delivers first Model Ys to Japan ➤ AXA apologizes for stunt ➤ Volkswagen unable to meet software target ➤ Cruise issues voluntary software recall Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast ...

Sep 02, 202222 min

Wait Times Reduced, Dumbest Test Ever, VPP, Giga Berlin, Mining, BMW, SpaceX (08.31.22)

➤ Tesla reduces delivery date estimates on Model Y in US and China ➤ AXA Insurance carries out nonsensical test ➤ Tesla begins deliveries of Model Y in Singapore ➤ Full interview of Elon Musk at ONS: https://vimeo.com/744634172 ➤ Tesla VPP serves another event in California ➤ Giga Berlin event planned ➤ Ford & Rivian push for fewer mining restrictions ➤ BMW celebrates hydrogen ➤ NASA selects SpaceX for more crewed missions ➤ SpaceX static fire test Shareloft: https://www.shareloft.com Twitter: h...

Sep 01, 202220 min