➤ 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 Shanghai ➤ Shanghai port capacity begins to normalize ➤ Tesla files for business in Thailand ➤ BYD announces more details on new BYD Seal ➤ SEC proposes more ESG disclosure requirements Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert4...
May 26, 2022•10 min
➤ 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 ➤ Update on Giga Berlin expansion ➤ Some Tesla deliveries temporarily on hold in EU ➤ Indonesian minister comments on Tesla negotiation ➤ Volkswagen dealers share concern about new EVs ➤ Volkswagen and Stellantis resolve some emissions cases ➤ Lucid recalls most previous production ➤ Apple manager leaves for lidar company ...
May 26, 2022•14 min
➤ 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 update ➤ Volkswagen comments on supply chain outlook ➤ Toyota cuts production forecast ➤ Tesla dominates US premium segment ➤ FSD v11 update ➤ New Tesla mobile app feature ➤ More on Idra Giga Press ➤ Gwynne Shotwell comments on Musk accusations ➤ SpaceX offers new Starlink service plan Twitter: https://www.twitter.com/teslap...
May 25, 2022•14 min
➤ 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 ➤ Tesla set to speak at Hot Chips conference ➤ Multiple Tesla fires reported over the weekend ➤ Tesla submits plans for elaborate Supercharging station ➤ Tesla requests rule change for Texas grid Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/rober...
May 24, 2022•12 min
➤ 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 Brazil ➤ Updates on Giga Shanghai ➤ Tesla reportedly adds shift at Giga Berlin ➤ Public rollout of FSD Beta 10.12 begins ➤ TSLA no longer top stock in ARK innovation fund ➤ Ford faces legal trouble in Germany Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https:...
May 21, 2022•12 min
➤ 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 mayor discloses massive Supercharging site ➤ NHTSA investigates Tesla crash in a California ➤ Twitter execs discuss possible acquisition ➤ Bill Gates declines to comment on Tesla again Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 FSD ...
May 20, 2022•14 min
➤ 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 vehicles for external delivery ➤ Supercharger network expansion test widens ➤ China considers adjustments to EV inventive plan ➤ Tesla becomes a top-seller in California ➤ Morgan Stanley note ➤ AI Day update ➤ FSD Beta 10.12 begins internal rollout Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/t...
May 19, 2022•13 min
➤ 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 the the All In podcast: https://youtu.be/CnxzrX9tNoc ➤ Twitter files preliminary proxy statement on acquisition ➤ Tesla schedules a second AI Day ➤ Argo AI starts driverless testing in Miami and Austin Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/...
May 18, 2022•14 min
➤ Production rumors on Giga Berlin and Giga Shanghai ➤ TSLA underperforms broader market ➤ Bridgewater Associates sells out of TSLA ➤ 4680 batteries at Tesla Automation in Germany ➤ Elon Musk hosts president of Indonesia ➤ FSD Beta 10.12 update ➤ Tesla Autopilot tested by AAA ➤ Uber adds feature for requesting EVs ➤ Tesla Semi orders ➤ Elon Musk participates in All In summit Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://t...
May 17, 2022•13 min
➤ 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 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 ...
May 13, 2022•5 min
➤ 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 hits 3-month high ➤ Update on Giga Shanghai production ➤ Court makes ruling in Tesla, Elon Musk lawsuit ➤ Tesla reportedly raises Supercharger prices ➤ Tesla finds delivery loophole in Wisconsin ➤ Quebec announces funding for Starlink Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive produce...
May 13, 2022•9 min
➤ 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 ➤ Toyota operating income falls below Tesla’s, warns on materials costs ➤ Tesla begins exports from Shanghai for Q2 ➤ Elon Musk comments on next version of FSD Beta ➤ Panasonic discusses Tesla’s battery demand ➤ Volkswagen announces new EV plans for US ➤ Rivian reports first quarter earnings Executive producer Jeremy Cooke E...
May 11, 2022•13 min
➤ 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 reports April sales and production numbers ➤ Confusing reporting on the status of Giga Shanghai production ➤ Update on German EV incentives Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Exec...
May 11, 2022•15 min
➤ TSLA continues falling as markets decline ➤ Morgan Stanley updates Tesla forecasts ➤ JP Morgan sends new communication on stock split ➤ Update on Giga Shanghai production upgrades ➤ Elon Musk set to speak with JB Straubel at Financial Times conference ➤ Musk meets with EU official, plans to meet President of Indonesia ➤ Twitter acquisition uncertainty rises with tech selloff ➤ Germany reportedly seeking to increase EV credits ➤ Rivian lockup period ends ahead of earnings Twitter: https://www.t...
May 09, 2022•12 min
➤ Tesla has released their annual impact report, disclosing new information on their competitive advantages ➤ Report on Giga Shanghai suggests return to full production ➤ Tesla secures new nickel contract ➤ Tesla raises prices in Canada ➤ Elon Musk provides update on FSD Beta 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...
May 06, 2022•18 min
➤ 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 ➤ Tesla publishes Moss Landing video ➤ Elon Musk files updated Twitter paperwork disclosing new investors ➤ CNBC reports on Twitter CEO ➤ SpaceX announces new Starlink feature ➤ The Boring Company begins initial work on Austin-area project ➤ Lucid reports first quarter earnings Twitter: https://www.twitter.com/teslapodca...
May 06, 2022•12 min
➤ 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 S and Model X ➤ Automakers report US sales declines in April ➤ Lucid earnings upcoming 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/M...
May 04, 2022•8 min
➤ Tesla reportedly plans massive production expansion in China ➤ Elon Musk reportedly plans to re-IPO Twitter eventually ➤ Tesla schedules annual meeting, date of record ➤ Tesla seeks to hire EU public policy influencer ➤ Third-party Supercharging expansion continues in Norway ➤ Store employee compensation adjusted by Tesla ➤ Apple car update ➤ AMD beats earnings expectations Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://...
May 03, 2022•13 min
➤ 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 need further updates ➤ Annual meeting not yet scheduled ➤ Updates on Tesla in China ➤ Global Equities Research note ➤ FSD Beta update ➤ Battery infrastructure funding ➤ Macro calendar Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47...
May 03, 2022•15 min
➤ 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 reports ➤ Ruling in Solar City enrichment court case ➤ Update on Shanghai ➤ Elon Musk gives insight on Twitter plans ➤ SpaceX’s Starlink has a new partner Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Co...
Apr 28, 2022•15 min
➤ 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 discloses more details on acquisition agreement ➤ Lucid announces 100,000 vehicle order 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 ...
Apr 27, 2022•9 min
➤ 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 Twitter acquisition ➤ Rumor on Tesla stock split ➤ Tesla files 10-Q quarterly filing ➤ Elon Musk meets with Indonesian officials on battery supply ➤ India discourages importing Teslas from China ➤ The New York Times and FX partner on Musk documentary ➤ Ford starts production of F-150 Lightning, talks EV goals Twitter: http...
Apr 26, 2022•13 min
➤ 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 Gates texts to Elon Musk confirm TSLA short position ➤ Avis adds Tesla vehicles to rental fleet ➤ Ford shares F-150 Lightning production target ➤ The Boring Company announces Hyperloop plans ➤ Scheduling update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referra...
Apr 25, 2022•14 min
➤ 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 reportedly short TSLA stock 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 Micha...
Apr 23, 2022•14 min
➤ 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 offer — how will it affect Tesla shareholders? ➤ Analysts increase price targets following Tesla’s earnings report ➤ Further discussion on Tesla’s earnings ➤ The Boring Company raises $675M Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/r...
Apr 22, 2022•15 min
➤ 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: 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 Rich...
Apr 20, 2022•3 min
➤ 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.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executiv...
Apr 19, 2022•26 min
➤ 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/YRvf00NooN8 ➤ TED: https://youtu.be/YRvf00NooN8 ➤ ARK Invest publishes new TSLA model and price target for 2026 ➤ Previous ARK video: https://youtu.be/FVnSFIpwY3o ➤ Giga Shanghai reportedly set to restart production ➤ Giga Berlin production reports by German media ➤ Piper Sandler lowers TSLA price target ➤ Tesla expa...
Apr 19, 2022•20 min
➤ Elon Musk has formally submitted an offer to buy Twitter for $43 billion Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why 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 producer John Beans...
Apr 14, 2022•22 min
➤ 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 battery on Tesla’s new Model Y ➤ Morgan Stanley issues new Tesla note ➤ Ford announces launch date for F-150 Lightning and new Lincoln EV concept Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive produc...
Apr 14, 2022•12 min
