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

Fed Backing, SEC Filings, TSLA Downgrade, BYD Batteries, Powerwall, Safety, Plaid, VW (03.13.23)

➤ Fed backs bank depositors as SVB, Signature Bank collapse ➤ Rate expectations drop ➤ Various Tesla SEC filings ➤ Wolfe Research downgrades TSLA stock ➤ Report on Tesla’s use of BYD batteries ➤ Tesla opens up Powerwall sales ➤ Tesla releases updates safety report ➤ Report on Plaid Model S top speed ➤ VW cuts prices in China ➤ Rivian and Amazon discuss ending exclusivity clause ➤ Starlink update ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon...

Mar 14, 202315 min

Silicon Valley Bank Collapse, Rates, China Production, BYD, Mexico, GPT-4 (03.10.23)

➤ Silicon Valley Bank collapses, stoking fear in markets ➤ Unemployment rises ➤ Tesla China production and sales report ➤ BYD cuts price, dealer reportedly pushes Tesla misinformation ➤ Materials partner reports ➤ Tesla lists jobs for new gigafactory ➤ Microsoft mentions GPT-4 launch ➤ Calendar 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 Co...

Mar 10, 202315 min

New Ultra Red, Cybertruck, GM Workforce, EU, Silicon Valley Bank (03.09.23)

➤ 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 Stanley note discusses Cybertruck market potential ➤ EU pushing US on tax credit structure ➤ Silicon Valley Bank crashes 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...

Mar 10, 20239 min

FSD v11.3.1 Begins Rollout, NHTSA Investigation, China, Inventory, HW4 (03.07.23)

➤ 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 investigation on Tesla ➤ China February sales ➤ Tesla inventory spikes 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 An...

Mar 08, 202314 min

BYD and Tesla in China, Fed, FSD, Mexico, Berlin, Musk Comments, Rivian (03.07.23)

➤ 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 ➤ New comments on Giga Mexico timeline ➤ Giga Berlin update ➤ Musk comments on Tesla, Twitter, SpaceX at conference ➤ Rivian plans debt offering Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47...

Mar 08, 202311 min

More Price Cuts, Megapack, Hardware 4.0, Shanghai, Safety, Cybertruck (03.06.23)

➤ 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 video: https://www.youtube.com/live/KmGaAcWbRMk ➤ Report on Tesla safety ➤ Report on Cybertruck orders ➤ Waymo layoffs 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 ...

Mar 06, 20239 min

More Info on Giga Mexico, Nevada Update, China, Juniper, Ford (03.03.23)

➤ 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 ➤ Ford increases EV production plans ➤ Next week’s calendar 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/M...

Mar 04, 202312 min

8 Key Takeaways From Investor Day (03.02.23)

➤ Analyzing the major takeaways from Tesla’s Investor Day 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 producer John Beans Music by Evan Schaeffer Di...

Mar 03, 202314 min

Berlin Milestone, Discounts, Loyalty, Cybertruck, FSD, Next-Gen (02.27.23)

➤ 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 ➤ Tesla provides info on FSD Beta recall ➤ New Street Research shares next-gen expectations ➤ Update on Mexico ➤ BMW talks hydrogen ➤ Tesla Solar expands to Milwaukee ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: h...

Feb 28, 202311 min

Automakers Face New Threat From Dealerships, PCE, Mexico, Pricing, Alloy, Ford (02.24.23)

➤ 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 lowers prices in Denmark ➤ Tesla files steel alloy patent ➤ Ford extends F-150 Lightning shutdown 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 produce...

Feb 25, 202315 min

New Sketches, Hardware Rumors, Magic Dock, Safety, GM (02.23.23)

➤ Tesla appears to tease new vehicle sketches in engineering update presentation ➤ Low jobless claims, revised PCE numbers ➤ Deutsche Bank increases TSLA price target ➤ Numerous rumors on Tesla hardware and software updates ➤ Cybertruck appearance at HQ update ➤ New wheel design spotted ➤ Tesla testing Magic Dock adapter on Superchargers ➤ Model Y earns safety honor ➤ GM to pause some truck production Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: htt...

Feb 24, 202312 min

HQ Announcement, FOMC Minutes, HW4, FSD Beta, Cybertruck, Lucid Earnings (02.22.23)

➤ Tesla announces headquarters update with California governor ➤ FOMC February meeting minutes ➤ Apparent FSD camera updates spotted ➤ More FSD Beta v11.3 impressions ➤ New Cybertruck prototype videos ➤ Lucid earnings report and 2023 guidance ➤ SpaceX adjusts Starlink prices 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 produc...

Feb 23, 202315 min

FSD Beta v11.3 Release Notes, Rumors, Semi, Anode Supply, China (02.21.23)

➤ 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 ➤ China insured vehicle report ➤ Toyota US EV plans ➤ SpaceX update 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 And...

Feb 22, 202314 min

Lithium Report, Shanghai, Price Increases, Firing Response, Radar, Energy, GM, Calendar (02.17.23)

➤ 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 busting allegations ➤ FCC radar documents released ➤ Tesla ends energy partnership in UK ➤ GM comments on EVs ➤ Calendar preview 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 J...

Feb 18, 202320 min

FSD Beta "Recall", Firings, Upgrade Incentive, PPI, Ford Admits Defeat, Renault (02.16.23)

➤ Ford CEO makes surprising admission on competitive position ➤ Producer price index comes in higher than expected ➤ FOMC members comment on rates ➤ Tesla issues voluntarily over-the-air recall on FSD Beta ➤ Model S/X owners offered upgrade incentive ➤ Renault comments on Tesla’s price cuts 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 ...

Feb 17, 202316 min

Hardware 4, Supercharging Expansion, Delivery Windows, China Upgrade, Mexico, Berlin (02.15.23)

➤ 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 ➤ Tesla, US Government share major Supercharging network updates ➤ Giga Shanghai reportedly pausing for upgrades ➤ Government official comments on Tesla and Mexico ➤ Giga Berlin battery production update ➤ Musk discusses Twitter CEO position ➤ Tesla posts robot video Shareloft: https://www.shareloft.com Twitter: https://www...

Feb 16, 202321 min

Unionization, CPI, China Insured, California Rebate, Service, EU, Ford, SpaceX (02.14.23)

➤ Workers at Tesla factory publicize unionization efforts ➤ January CPI report ➤ Renaissance Technologies buys TSLA shares in Q4 ➤ China insured vehicle numbers drop week over week ➤ Model 3/Y declared eligible for California rebate ➤ Tesla updates service display ➤ EU ban on ICE vehicles moves forward ➤ Ford pauses F-150 Lightning production, announces battery factory ➤ SpaceX update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon....

Feb 14, 202316 min

Pepsi Reacts to Tesla Semi, More Price Changes, Super Bowl Ads, FSD v11, Solar, Investors, Toyota (02.13.23)

➤ 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 in the US ➤ Super Bowl advertisements from automakers decline significantly ➤ FSD Beta updates ➤ Tesla updates solar design studio ➤ Investor disclosures on TSLA positions ➤ Incoming Toyota CEO comments on EVs Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.pat...

Feb 14, 202313 min

Energy Project, Price Increases, Hardware 4.0, Megacharger, Mexico, Volkswagen (02.10.23)

➤ 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 update ➤ EV charging funding details to be announced soon ➤ President of Mexico comments on Tesla ➤ Giga Berlin faces regulatory pushback again ➤ Giga New York update ➤ Volkswagen to accelerate EV plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesla...

Feb 11, 202317 min

Gen 3, China Production, Cybertruck, 4680 Model Y, Model 3, Redwood, SpaceX (02.09.23)

➤ 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 Model Y to inventory ➤ 2023 Model 3 distinctly separated in accessory menu ➤ Redwood Materials announces government loan ➤ SpaceX completes static fire, discusses Starlink business Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: h...

Feb 10, 202314 min

Investor Day Invites, Master Plan Part 3, China Numbers, Crash Update, SpaceX (02.08.23)

➤ 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 infamous Tesla crash ➤ Musk comments on FSD Beta v11 timeline ➤ PepsiCo send Semi to Super Bowl ➤ SpaceX plans massive engine test 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 Jerem...

Feb 09, 202316 min

Surprising Sales Report, China Insured Numbers, Hertz, Super Bowl (02.07.23)

➤ 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 vehicle data out of China ➤ Hertz discloses some information on Tesla fleet ➤ GM shares Super Bowl ad: https://youtu.be/jfYdypGqbOs 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...

Feb 08, 202313 min

Price Increases, Inventory, Analyst Updates, v11, Ford, Rivian, Twitter (02.06.23)

➤ 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 FSD Beta v11 ➤ Giga Berlin update ➤ Ford comments on EV mishaps ➤ Rivian developing electric bike ➤ Twitter reportedly won’t face foreign investor investigation Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la...

Feb 07, 202312 min

Huge EV Credit Update, Musk Verdict, Megafactory, Project Highland, China Sales, Ford (02.03.23)

➤ 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 by Musk ➤ CPCA releases China January sales ➤ Tesla cuts prices in Taiwan, South Korea ➤ Ford comments on EV profitability 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 J...

Feb 04, 202315 min

Cybertruck Spotted, Wait Times, Mexico, January Sales, Ford, GM, Nio, BYD (02.02.23)

➤ 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 Tesla’s Mexico plans ➤ US auto market shows strength in January ➤ Ford reports earnings ➤ GM announces new partnership ➤ Honda and GM share hydrogen plans ➤ Nio price cut rumor ➤ Berkshire Hathaway sells more BYD Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.pa...

Feb 03, 202313 min

FOMC, China Production, BlackRock, Piper Sandler, Cybertruck, Winter Tests, Rivian (02.01.23)

➤ 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 drop ➤ Warranty reserves increase in Q4 ➤ Musk review Cybertruck prototype ➤ Indonesian president comments on Tesla ➤ Tesla performs well in winter test ➤ Hyundai announces IONIQ 6 EPA range ➤ Rivian plans layoffs ➤ Lotus to go public Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patre...

Feb 02, 202320 min

Takeaways From Tesla's 10-K, China Insured, Mexico, Texas, Sensors, Discount (01.31.23)

➤ 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 replacement testing ➤ More info on Tesla discount 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 E...

Feb 01, 202313 min

Competitors Grapple With Tesla Price Cuts, New Discount, Inventory, Fire, Mercedes Level 3 (01.30.23)

➤ 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 ➤ Large number of Semis spotted ➤ Report of “spontaneous combustion” Tesla fire ➤ Shanghai adds EV incentive ➤ Mercedes announces US launch of Level 3 system ➤ GM rumor Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https...

Jan 31, 202317 min

TSLA Rises After Q4 Earnings Report (01.26.23)

➤ 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: https://www.motortrend.com/reviews/tesla-semi-interior-review ➤ Update on possible Mexico factory ➤ Toyota CEO steps down 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 Coo...

Jan 27, 202317 min

Giga Nevada Expansion + Q4 Earnings Preview (01.24.23)

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 ➤ Ford may sell factory to BYD in China ➤ Tesla Q4 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 producer Jeremy Cooke Executive producer Troy Cherasaro Exec...

Jan 25, 202325 min