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

BYD Reports Sequential Declines, Lawsuit, EV Interest, Australia, South Korea, Mobileye (04.27.23)

➤ 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 ➤ Tesla removes ordering option for S/X in Australia ➤ More discussion on a possible South Korea factory ➤ Mobileye drops on reduced guidance ➤ SpaceX updates Nasa on next Starship timeline Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcas...

Apr 27, 202310 min

Musk Meets With South Korea, Senate Leader + Inventory, Cybertruck, Enphase (04.26.23)

➤ Elon Musk meets with South Korean president to discuss Tesla factory ➤ Musk meets with Senate majority leader Chuck Schumer ➤ Jefferies downgrades TSLA stock ➤ Tesla inventory discussion ➤ Enphase gives weak guidance in solar industry ➤ New Cybertruck sighting in California ➤ Honda comments on EV market ➤ BYD comments on autonomous driving Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https:...

Apr 27, 202313 min

Impact Report, Shareholder Meeting, China Insured, Supercharging, Semi, GM (04.25.23)

➤ 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-tesla-impact-report-highlights.pdf ➤ Tesla begins sending out shareholder meeting invites ➤ Weekly China insured vehicle numbers ➤ Tesla reportedly begins opening Superchargers in China ➤ Tesla Semi update ➤ FSD Beta comments ➤ GM plans to end Chevy Bolt production Shareloft: https://www.shareloft.com Twitter: https:/...

Apr 26, 202314 min

10-Q Disclosures, S/X Price Increase, Canada Model Y, EV Market Share, Giga NY, Sentiment (04.24.23)

➤ 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 ➤ Reports on Tesla’s EV market share in California ➤ EV market share episode: https://youtu.be/z5EkpVR2Ark ➤ Update on Giga New York ➤ Morgan Stanley survey demonstrates sentiment Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: ht...

Apr 25, 202313 min

Q1-23 Earnings Discussion (04.20.23)

➤ 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 publishes new TSLA model ➤ Tesla mobile app update ➤ EV tax credit updates ➤ Starship’s first fully integrated test flight 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 C...

Apr 21, 202314 min

TSLA Earnings Preview Q1-23 (04.18.23)

➤ 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 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 Joh...

Apr 19, 202322 min

FSD v11.4 Release Notes, Giga Mexico, Tax Credit, Model 3 RWD, Pricing, Starship (04.17.23)

➤ 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 Range RWD returns ➤ Tesla pricing comparison by country ➤ Renault comments on Tesla price cuts ➤ Tesla shares Megpack-powered Supercharger ➤ Huawei discusses vehicle castings ➤ Volkswagen shares ID.7 details ➤ Starship test flight rescheduled Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon:...

Apr 18, 202315 min

Cybertruck Frunk, Price Cuts, Energy, Lucid Inventory, Rivian, Starship, X.AI (04.14.23)

➤ 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 ➤ Lucid announces production and delivery numbers, showing growing inventory ➤ Starship receives FAA launch license ➤ Wall St. Journal reports on X.AI company Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 E...

Apr 15, 202315 min

Possible Model 3 Refresh Leak, Megapack Production Info, China Sales, Twitter, SpaceX (04.13.23)

➤ 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 ➤ China sales start strong in second quarter ➤ Twitter partners with eToro ➤ SpaceX gets closer to Starship 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 Jeremy Cooke Executive...

Apr 14, 202310 min

Musk Fires Back in BBC Interview, Tesla Powerwall Updates, EPA Emissions Standards (04.12.23)

➤ 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 meeting minutes ➤ Powerwall 3 reporting ➤ Say opens Tesla earnings Q&A ➤ EPA publishes new emissions proposal 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 Execut...

Apr 13, 202313 min

EV Loophole in Question, Next-Gen Megapack Controls, Record Model Y Production Rate, Semi, Surveys, Competition (04.11.23)

➤ 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 March in China ➤ Tesla Semi updates ➤ New Cybertruck sighting ➤ Brand recall survey ➤ EV survey ➤ BYD shows off concept car ➤ Polestar announces next vehicle unveiling ➤ Hyundai-Kia sets EV target ➤ GM leads round for lithium refiner ➤ Twitter officially becomes X Corporation ➤ SpaceX outlines Starship launch plans Sharel...

Apr 12, 202325 min

More Price Cuts, 4680 Model Y, Next Megafactory, Cybertruck, China, Software Update (04.10.23)

➤ 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 ➤ March China sales confirm record quarter ➤ Tom Zhu promotion confirmation ➤ New software updates begins shipping to employees ➤ Tesla files applications for drive-in theater Supercharging location ➤ Lawsuit filed against Tesla for data privacy ➤ Indonesia looks to sign limited free-trade agreement with US ➤ Calendar Shareloft...

Apr 11, 202311 min

JB Straubel Nominated for Tesla Board, Proxy Statement, Data Privacy, FSD, China, Berlin, SpaceX (04.06.23)

➤ 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 directors ➤ Board and shareholder proposals ➤ Report on Tesla data management ➤ FSD Beta nag update ➤ Tesla continues hiring for Energy in China ➤ New Berlin construction ➤ Stricter US emissions standards to be announced ➤ SpaceX nears Starship orbital test flight ➤ Calendar Shareloft: https://www.shareloft.com Twitter...

Apr 07, 202313 min

Master Plan 3 Whitepaper, Superchargers, Giga Berlin, Q1 Sales, Brand, EV Credits, Ram EV (04.05.23)

➤ 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 voting: https://www.tesla.com/supercharger-voting ➤ Giga Berlin expansion details ➤ Giga Berlin plans new Model Y trim ➤ Germany / UK sales decline quarter over quarter ➤ KBB highlights Tesla in brand awards ➤ EV tax credit updates ➤ GM role reduction plan ➤ Ford to reduce lineup complexity ➤ New Dodge Ram EV specs unveile...

Apr 06, 202332 min

Production Plan Rumors, FSD Beta, China Sales, Price Changes, Ford (04.04.23)

➤ 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 ➤ Model Y LR expanded to new countries ➤ Price cuts in Australia and New Zealand ➤ Tesla continues searching for litigation team members ➤ Earth Day contest ➤ Brand Finance interview: https://youtu.be/hWi3MpP0Ltg Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/teslad...

Apr 05, 202312 min

Share Increases, Stock Decreases, Production Rates, Cyber Updates, Lawsuits (04.03.23)

➤ 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 ➤ Tesla unveils Cybervault ➤ Cybertruck updates ➤ New lawsuit rulings ➤ Q1 delivery results around the auto industry ➤ JB Straubel presentation: https://youtu.be/9bBGfn1yrKo Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral:...

Apr 04, 202313 min

Q1 Delivery and Production Report (04.02.23)

➤ 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://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 Disclosur...

Apr 02, 202323 min

New Product Teaser, EV Credit Updates, Semi Recall, Franz Interview, Q1 Forecasts (03.31.23)

➤ 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 unveiling ➤ Tesla recalls Tesla Semi ➤ Franz von Holzhausen discuss Tesla in Motor Trend interview: https://youtu.be/tY37muDxFRI 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...

Apr 01, 202324 min

China Energy Hiring, Battery Factory Report, Mapping, Solar Roof, Gigabier, Pricing (03.30.23)

➤ 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 capabilities ➤ CNBC reports inaccurate Solar Roof information ➤ Tesla releases Gigabier in Europe ➤ Elon Musk becomes most-followed person on Twitter ➤ Ford raises F-150 Lightning Pro price again ➤ Porsche announces price increases for 2024 Taycan Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodc...

Mar 31, 202310 min

BYD Profitabilty, Battery Comments, Analyst Notes, EV Credit, UAW, AGI (03.29.23)

➤ BYD reports increased profitability for 2022 ➤ Piper Sandler, Baird issue updated TSLA notes ➤ New Form 4 filing ➤ Drew Baglino talks batteries ➤ Tesla updates language on EV credit ➤ Giga Mexico site toured by government officials ➤ UAW President and Vice President comment ahead of negotiations ➤ Kia EV9 specs ➤ Musk urges halt on AI development Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral:...

Mar 30, 202318 min

New Record in China, Cybertruck Steering, Texas Expansion, Investigation, Air Force, Lucid (03.28.23)

➤ 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 ➤ NHTSA announces another investigation into Tesla ➤ Cox Automotive forecasts record Q1 sales for Tesla in US ➤ Air Force’s chief scientist mentions Tesla’s autonomy developments ➤ EV battery stats from Recurrent ➤ Bloomberg Tesla survey: https://bloom.bg/42LEYd5 ➤ Lucid announces layoffs Shareloft: https://www.shareloft.co...

Mar 29, 202311 min

Berlin Ramp Accelerates, Achieves Volume Production + Incentives, Pricing, FSD, Turkey (03.27.23)

➤ 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 pricing expectations ➤ Tesla starts rolling out FSD Beta v11.3.3 to more customers ➤ New Cybertruck sighting ➤ China updates ➤ Tesla teases Turkey launch Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert...

Mar 27, 202311 min

New Park Assist Ships, FSD Beta 11.3.3, Safety Score 2.0, Ford T3, Solid State Batteries (03.24.23)

➤ 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 ➤ UBS publishes brand survey results ➤ Ford announces T3 next-gen truck ➤ CATL comments on solid state batteries 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 25, 202315 min

Ford Unveils Massive EV Losses – Tesla’s Dominance on Display (03.23.23)

➤ 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 ➤ New charging 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 producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer ...

Mar 24, 202312 min

China Automakers Seek Stability, Factory Rumors, Mexico, Nio, VW, FOMC (03.22.23)

➤ China Association of Automobile Manufacturers urges for stability following pricing volatility ➤ Rumor on Shanghai expansion plans ➤ Giga Texas update ➤ Giga Mexico update ➤ Nio comments on sales targets ➤ Volkswagen shares 2023 financial services guidance ➤ FOMC March meeting takeaways 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 Ex...

Mar 23, 20239 min

Strong China Numbers, BYD Production, CATL, Hardware 4, Project Highland, Giga Press, Boring Co (03.21.23)

➤ 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 Texas ➤ Hardware 4.0 insight from new owner ➤ Rumors on Tesla’s Project Highland ➤ Bloomberg begins new Tesla survey ➤ The Boring Company seeks further Vegas expansion Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https:/...

Mar 22, 202314 min

Investment Grade, FSD 11.3.2, WaPo Article, Solar, BYD, Xpeng, Toyota (03.20.23)

➤ 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 Post article on FSD ➤ Morgan Stanley TSLA note ➤ Solar optimization update ➤ New test drive hub in Europe ➤ Oregon halts EV credit ➤ BYD may be throttling production ➤ Xpeng reports earnings ➤ Toyota talks future plans ➤ SpaceX update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon:...

Mar 21, 202314 min

Giga Berlin Double Down, Charging Survey, Clarification, Polestar, SpaceX (03.16.23)

➤ 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 update ➤ Starship 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 Andre/Maria Kent Executive producer Jessie ...

Mar 17, 20238 min

Europe Wait Times, PPI, V11 FSD, V4 Supercharger, Volkswagen ID.2 (03.15.23)

➤ 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 China ➤ Tesla wins defamation suit in China ➤ V4 Supercharger officially opens ➤ Tesla adds steering wheel retrofit to shop ➤ Mississippi curtails direct sales efforts ➤ Volkswagen announces low price EV ➤ GM CMO retires ➤ Cruise announces Origin launch in Austin Shareloft: https://www.shareloft.com Twitter: https://www.twitter.c...

Mar 16, 202316 min

China Sales Surge, BYD Update, V4 Supercharger, Boring Co, GPT-4 (03.14.23)

➤ 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 report ➤ V4 Supercharger update ➤ Tesla releases branding iron ➤ OpenAI releases GPT-4 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 Execu...

Mar 15, 20239 min