➤ 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 manufacturing production credits ➤ Tesla challenges dealership laws in Louisiana ➤ FSD Beta 10.61.1 begins rolling out ➤ J.D. Power releases innovation survey results ➤ Elon Musk adds to list of reasons for Twitter termination ➤ Lucid files to potentially raise up to $8B ➤ Royal Caribbean cruise business announces Sp...
Aug 31, 2022•12 min
➤ 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 react to Giga Berlin tours ➤ Checking in on power restrictions in Sichuan, China ➤ 4608 packs pile up at Giga Texas ➤ Elon Musk speaks at ONS conference ➤ FSD beta updates ➤ Tesla announces virtual power plant project in Japan Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Pa...
Aug 30, 2022•14 min
➤ 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 ➤ Panasonic reportedly planning another US factory ➤ Ford raises Mach-E pricing ➤ Musk’s request called absurdly broad in Twitter hearing Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive produce...
Aug 26, 2022•16 min
➤ 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 expectations ➤ Nvidia discusses Tesla GPU purchase ➤ Tesla sends cease and desist letter to Dan O’Dowd ➤ Toyota EVP pursues gaslighting strategy on electric vehicles Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/r...
Aug 25, 2022•13 min
➤ Tesla completes final trading day before stock split ➤ China automakers lagging behind Tesla profitability in China ➤ Giga Texas production rumor ➤ Tesla presents at Hot Chips conference ➤ Hot Chips 1: https://bit.ly/3Cp85bs ➤ Hot Chips 2: https://bit.ly/3ALuYEQ ➤ California plans to ban ICE sales by 2035 ➤ Volkswagen and Mercedes-Benz secure minerals agreements ➤ Twitter whistleblower fallout continues ➤ Full Twitter complaint: https://bit.ly/3KmWxr1 ➤ SpaceX set to announce agreement with T-...
Aug 25, 2022•15 min
➤ 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 in Canada ➤ Twitter’s former head of security files whistleblower complaints with regulatory agencies 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 prod...
Aug 23, 2022•9 min
➤ 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 ➤ Giga Texas reportedly hits 1,000 vehicles produced in one week ➤ Power restrictions extended in China ➤ Sandy Munro discusses Tesla’s 4680 battery pack ➤ Tesla tries out new Superchargers layout ➤ Elon Musk announces Neuralink update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast P...
Aug 23, 2022•15 min
➤ 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 Beta 10.69 on track ➤ Giga Berlin reportedly plans to add third shift ➤ Indonesia’s president discusses Tesla ➤ China extends electric vehicle incentive ➤ Lucid announces new version of Lucid Air ➤ GM announces capital distribution plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Pa...
Aug 19, 2022•22 min
➤ 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 reporting on new CATL battery ➤ Tesla’s virtual power plant kicks in for power event coverage ➤ Tesla updates solar pricing ➤ Product manager job listed for Tesla retail electricity projects ➤ Elon Musk comments on side mirrors ➤ Elon Musk attends Republican fundraiser Shareloft: https://www.shareloft.com Twitter: https://ww...
Aug 19, 2022•14 min
➤ 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 ➤ Tesla posts new video of the Tesla Semi, then also removes that ➤ Global Equities Research TSLA note 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 ...
Aug 17, 2022•9 min
➤ 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 power shortages ➤ Tesla expands Virtual Power Plant pilot in California ➤ Superchargers in Germany are non-compliant with regulations ➤ Tesla scores well in brand survey ➤ Musk granted limited access in Twitter case ➤ Karpathy publishes video on neural networks Shareloft: https://www.shareloft.com Twitter: https://www....
Aug 17, 2022•18 min
➤ 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, larger Megapack ➤ Elon Musk comments on Tesla production milestones ➤ Giga Texas update ➤ Elon Musk writes essay for China Cyberspace publication ➤ Tesla receives large new order from startup ➤ Panasonic looks to improve Giga Nevada output ➤ CATL announces new factory ➤ Munro discusses 4680 battery cells ➤ EU court rules ...
Aug 16, 2022•17 min
➤ 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 vote on Inflation Reduction Act ➤ Musk comments on Tesla Semi timeline ➤ BYD reportedly supplying batteries to Tesla ➤ New Tesla Energy project ➤ Rivian reports Q2 earnings Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referra...
Aug 11, 2022•16 min
➤ 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 sellers in California ➤ Dan O’Dowd continues campaign against Tesla➤ 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 pro...
Aug 09, 2022•12 min
➤ 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 huge nickel contracts with Indonesian suppliers ➤ Tesla encourages Ontario to increase manufacturing incentives ➤ Giga Shanghai updates ➤ Elon Musk comments on FSD Beta ➤ Lucid reports earnings ➤ Schedule update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon....
Aug 09, 2022•13 min
➤ Tesla announces stock split details after shareholder approval ➤ Shareholder proposal passes despite board recommendation ➤ Takeaways from Tesla’s annual shareholder meeting ➤ EV tax credit updates ➤ China July sales report ➤ Elon Musk’s countersuit against Twitter 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 ...
Aug 06, 2022•23 min
➤ 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 ➤ New Solar Roof reportedly in testing by Tesla ➤ Munro continues 4680 teardown ➤ Tesla updates S/X status for Europe ➤ Germany leaves door open on nuclear Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/rob...
Aug 03, 2022•16 min
➤ Tesla reportedly begins implementing game-changing new charging feature ➤ CATL reportedly delays factory announcement in wake of Pelosi visit to Taiwan ➤ Tesla add news Supercharger attraction in Germany ➤ Toyota continues to struggle with bZ4X recall 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 Exec...
Aug 03, 2022•12 min
➤ Hertz praises Tesla during quarterly earnings call ➤ Tesla opens voting for questions for Shareholder Meeting ➤ SpaceX to launch Tesla referrer photos into space ➤ Giga Shanghai updates ➤ Musk comments on Tesla short sellers ➤ FSD Beta 10.13 update ➤ IDRA rumor ➤ Munro & Associates interview Ford execs ➤ Musk countersues Twitter Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/rob...
Aug 02, 2022•13 min
➤ 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 update on FSD Beta 10.13 ➤ Munro extracts first 4680 cell ➤ Tesla launches cloud profiles ➤ Energy storage makes impact in Hawaii ➤ Date set for Musk court case with Twitter ➤ Rivian confirms layoffs ➤ Sign the petition on hybrid vehicles: https://chng.it/xrcgjS4QMT ➤ Letter template to for Senators: https://bit.ly/3Jhff2S Sha...
Jul 29, 2022•14 min
➤ 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 estimated to decline in Q2 ➤ Amazon, Apple rise after earnings reports 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 Exec...
Jul 29, 2022•17 min
➤ 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 & Associates continue 4680 battery pack teardown ➤ Tesla and Neoen receive new approval on battery project ➤ Ford beats earnings expectations Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive...
Jul 28, 2022•12 min
➤ 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 prediction calculations ➤ GM reports earnings, highlighting Tesla’s dominance ➤ Germany to reduce EV incentives ➤ More insight on Volkswagen’s new CEO ➤ Mercedes plans to stop production on its first EV Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesla...
Jul 27, 2022•27 min
➤ 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 ➤ Shanghai factory rumors ➤ FSD Beta 10.13 updates ➤ Elon Musk denies Wall St. Journal report ➤ Herbert Diess out as Volkswagen CEO Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive produ...
Jul 26, 2022•16 min
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.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 producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Execu...
Jul 21, 2022•21 min
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 vehicle in Fremont ➤ New Supercharger info ➤ Judge allows for expedited hearing in Twitter case 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 prod...
Jul 20, 2022•29 min
➤ 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 prices rising much faster than other brands ➤ Updates on Panasonic, CATL, and 4680 battery ➤ Musk comments on Tesla HVAC product ➤ Twitter case updates Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executi...
Jul 19, 2022•16 min
➤ 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 ➤ SEC inquires about Musk’s Twitter comments ➤ Court to hear expedition request 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 produce...
Jul 15, 2022•10 min
➤ 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 ➤ Morgan Stanley lowers Tesla price target ➤ Tesla opens questions for Q2 earnings call ➤ EV market share rises in the US 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 Execu...
Jul 15, 2022•18 min
➤ 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 coverage on TSLA stock ➤ Panasonic selects location for US battery factory ➤ Customers receive VINs for new Berlin Model Y ➤ Supercharger V4 rumors ➤ Aptera starts petition advocating for Supercharger standard (https://bit.ly/3yE2Dhh) ➤ Former Delaware Supreme Court Justice comments on Twitter lawsuit Shareloft: https://www...
Jul 14, 2022•13 min
