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Tesla Daily: Tesla News & Analysis

Rob Maurer
812 episodes
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.

Disclaimer: the content and artwork of this podcast are the property of its owner and are not affiliated with nor endorsed by Audiotrails.

NTSB Report, Solar Roof Lawsuit, Musk on SNL, Expansion, Panasonic, F-150, Toyota (05.10.21)

➤ TSLA stock drops 6.5% to start the week ➤ NTSB releases preliminary report on Tesla accident said to be “driverless” by law enforcement ➤ Elon Musk hosts Saturday Night Live, brings Cybertruck to New York City ➤ Tesla faces possible class action lawsuit over Solar Roof price changes ➤ Tesla recei…

More Price Increases, Emails Between Tesla & DMV on Full Self-Driving (05.07.21)

➤ Tesla continues to increase prices on vehicles in the United States ➤ California Public Records Act request unveils emails between Tesla and California Department of Motor Vehicles ➤ Tesla hits major Supercharger milestone ➤ Elon Musk set to host Saturday Night Live Twitter: https://www.twitter…

Q2 Sold Out? + Baillie Gifford Sells More TSLA, Referral Program Changes? (05.06.21)

➤ Tesla reportedly “sold out” for Q2, just five weeks into the quarter ➤ One of Tesla’s largest institutional shareholders significantly reduces TSLA stake in first quarter ➤ Tesla may be eyeing changes to its referral program ➤ Tesla to share more data with customers in China Twitter: https://ww…

Court Orders Tesla to Share Musk Communications, Mustang Mach-E Sales, Credits, Semiconductors (05.05.21)

➤ Tesla board of directors ordered to turn over communications between Musk and attorneys regarding 2018 CEO Performance Plan ➤ Ford releases April Mustang Mach-E sales figures which continue to fall month-over-month ➤ Stellantis reports earnings and discusses regulatory credit situation with Tesla…

Latest Tesla Acquisition? + Grohmann Expansion, Stellantis Credits (05.04.21)

➤ Tesla may have stealthily acquired another battery startup ➤ Expansion underway for Tesla Grohmann Automation ➤ Stellantis CEO comments on Tesla regulatory credit pooling agreement Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: h…

Berlin Delay? Steinbach Comments + FSD/Model S Rumors, S&P 500 ESG, Giga Texas, Brakes (05.03.21)

➤ Unconfirmed report out of Germany suggests six month delay for Tesla’s Gigafactory Berlin, state minister comments on report ➤ Tesla stock (TSLA) added to S&P 500 ESG index ➤ Rumors on Tesla’s FSD V9.0 Beta, refresh Model S range, and more ➤ Tesla submits permit details for “Bobcat Project” in Te…

New Tesla Powerwall+, China Protest, Volkswagen Investigation (04.30.21)

➤ Tesla spec sheet reveals new energy product, the Tesla Powerwall+ ➤ Spec sheet: https://bit.ly/3xCxKZl ➤ Tesla posts detailed account of China protestor interaction to their Weibo account ➤ Volkswagen reportedly under investigation by the SEC Twitter: https://www.twitter.com/teslapodcast Patreo…

FSD Timeline, Insurance, Supply Chain, Earnings Misconceptions (04.29.21)

➤ Elon Musk shares a new timeline for release of Tesla’s FSD Beta V9.0 and discusses some of that changes that are coming ➤ Tesla preparing for Tesla Insurance expansion in several states ➤ Pierre Ferragu reports on interesting supply chain news for Tesla ➤ Examination of Tesla earnings report take…

Berlin Batteries, TSLA Drops, Timeline & Price Changes, China Follow Up, Semiconductors (04.28.21)

➤ Tesla stock continues to fall after reporting Q1 earnings ➤ Brandenburg reports Tesla’s intent to modify their production approval application to include battery cell production ➤ Tesla updates delivery timelines for Model Y in Europe, Model S/X in the US ➤ Tesla continues to raise prices in the …

Jim Cramer & Rob Maurer Discuss Tesla's Q1 Earnings + Key Takeaways (04.27.21)

➤ Jim Cramer & Rob Maurer join Katherine Ross to discuss Tesla stock's reaction to the company's Q1 earnings report and investor conference call ➤ How strong were Tesla's financials? ➤ Understanding Tesla's margins ➤ Tesla's stance on digital currencies ➤ Tesla's aspirations to outsell Toyota ➤ Elo…

Q1 Tesla Earnings Report - Financials and Shareholder Letter Analysis (04.26.21)

Tesla reports a Q1 earnings beat with earnings per share of $0.93. Follow Rob Maurer's live reaction on Tesla's financials, then tune in for the earnings call! Earnings call livestream: https://youtu.be/mBvyJk5O3A0 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/t…

What To Expect From Tesla Earnings - Q1 2021 (04.23.21)

YouTube link: https://youtu.be/ja8gWQ2Pqm0 ➤ Tesla is set to report earnings after market close on Monday, April 26. Join Rob Maurer for a live discussion on what to expect from Tesla's Q1 2021 earnings report and the most important financial results to watch for. Twitter: https://www.twitter.c…

TSLA Bull Case Presented by Rob Maurer at Benzinga Cleantech Conference (04.22.21)

➤ Rob Maurer presents the bull case for TSLA stock in 2021 and provides counter-arguments to claims that Tesla is overvalued, in a bubble, and structurally unprofitable ➤ This presentation was given at Benzinga's Cleantech and Small Cap conference on April 22, 2021 Timestamps: 0:00 Introduction 0…

China Shanghai Protest Coverage Escalates, Tesla India, Conquest Sales, Semiconductors, Cadillac Lyriq (04.21.21)

➤ Taking a closer look at the Tesla protest in China and reactions across social media ➤ Tesla hires new executives in India, reportedly narrows location search for first corporate office ➤ Tesla’s general counsel leaves for lidar startup ➤ Biden administration to review California emission regulat…

Questions for Tesla / Elon Musk on Earnings Call + Tesla Shanghai Protest, TSLA Price Target (04.20.21)

➤ Voting for questions for Tesla’s Q1 earnings call is now open. Here are my questions: 1. https://saytechnologies.com/s/8b9c38a2 2. https://saytechnologies.com/s/680ec168 ➤ Tesla supplier prepares for large 2021 order quantities ➤ More information on Tesla accident in Texas ➤ Mizuho Securities i…

Fatal Accident Unlikely “Driverless” Despite Reports + Tesla Safety Report, Shanghai Auto Show (04.19.21)

➤ Fatal Tesla accident captures headlines after local law enforcement says the vehicle had no driver ➤ Tesla releases Q1 accident and fire safety report ➤ Ron Baron talks Tesla, SpaceX, and Elon Musk ➤ Tesla establishes new insurance company in Europe ➤ Automakers unveil a number of electric vehicl…

Cybertruck at Giga Texas, Huawei Autonomy, SpaceX Awarded HLS by NASA (04.16.21)

YouTube link: https://youtu.be/MIqw2_nYtxY ➤ Elon Musk takes the Tesla Cybertruck to Giga Texas ➤ Musk tweets about Texas and Berlin production ➤ Huawei demos autonomous driving in cities ➤ Nasa set to announce major mission award Twitter: https://www.twitter.com/teslapodcast Patreon: https://…

AI Day: What to Expect, FSD Beta & Subscription, S/X Refresh, Huawei, Cruise, EQS (04.15.21)

➤ Elon Musk sets targeted date for Tesla AI Day, what will Tesla unveil? ➤ Timeline updates on Tesla’s FSD Beta rollout and the FSD subscription option ➤ Tesla fails inspection in Fremont ➤ IDRA equipment arrives at Giga Texas ➤ Huawei claims superior autonomous driving performance over Tesla ➤ Cru…

Interview: Tesla's Neural Networks, Autonomous Driving, and Computer Vision w/ James Douma (04.14.21)

➤ James Douma joins Rob Maurer to discuss Tesla's approach to autonomous driving, computer vision, deep learning, how neural networks work, their history, and how they may scale from here ➤ Past episode with James: https://bit.ly/32gxlgS 0:00 Background 0:50 TSLA investment thesis 2:43 Examining …

Musk's CEO Role, TSLA Stock Rises, Credit Suisse, Shanghai Model Y, MotorTrend, ID.4 Teardown (04.13.21)

➤ TSLA stock has best day in over a month as trading volume picks up ➤ Credit Suisse expects Tesla Q1 earnings beat ➤ Business Insider reports that Tesla offered CEO job to automotive veteran in 2015 ➤ SpaceX wins launch contract, likely explaining Musk’s vague tweet ➤ Chinese firm tears down Shang…

TSLA Upgrade, Elon Tweets, Tokenized Stock, Energy, Solar Roof, Nvidia (04.12.21)

➤ TSLA stock upgraded by Canaccord Genuity analyst Jed Dorscheimer alongside a 150% price target increase ➤ Elon Musk tweets about going to the moon and Tesla’s decision to remove radar from the FSD beta ➤ Binance begins trading of a TSLA stock token ➤ Tesla updates utility energy storage webpage, …

FSD V9, More Price Changes, China Sales, Earnings Date, Budget, Boring Co, Neuralink (04.09.21)

➤ Elon Musk says a massive step change is “almost ready” for Tesla ➤ Tesla raises prices again, the third time in the last month ➤ Model 3 gets an interior update in the US ➤ March sales reported in China ➤ Tesla schedules Q1 earnings for an unusual date ➤ Biden unveils 2022 budget proposal: https:…

Giga Berlin Timeline Confirmed, China Design, Semi, Musk Thanks Suppliers, Macro News (04.08.21)

➤ Tesla voices frustration with German approval processes in a letter which confirms operational timeline target ➤ Tesla creates social media “ad” for China Design studio ➤ Tesla Semi may be perfect vehicle for logging operation in Canada ➤ Elon Musk thanks Tesla’s suppliers for providing critical …

Prefab Superchargers, EV Credit, China Margins, S/X VIN Assignment, ID.4 (04.07.21)

➤ Tesla adopts new strategy for Supercharger rollout ➤ Transportation Department emails shares infrastructure plan funding details for electric vehicles ➤ Morgan Stanley says owning TSLA stock is less risky than not owning it ➤ Discussing Tesla’s margin on the Model 3 in China ➤ Some orderers of th…

Giga Press Orders, Texas Batteries, US Tax Credit, Supercharging, VPP (04.06.21)

➤ IDRA group discusses Giga Press orders, what does it mean for Tesla? ➤ IDRA video 1: https://youtu.be/DbxxrbYWN74 ➤ IDRA video 2: https://youtu.be/Div0BMetUxM ➤ Battery cathode plant grading started at Giga Texas ➤ Assessing some rumors on the possible US federal EV tax credit ➤ Tesla makes some …

TSLA Stock/Analysts React to Deliveries, Shanghai, Tim Cook on Musk/Tesla, EQS, Announcement (04.05.21)

➤ TSLA stock increases just 4% after Q1 delivery beat ➤ Discussion of analyst reactions to Tesla’s report, and what the market may have missed ➤ Update on Model Y demand in China ➤ New construction near Giga Shanghai ➤ Apple CEO Tim Cook discusses Tesla, Elon Musk, and Apple’s car plans in a new in…

Live Replay: Tesla Reports Q1 Delivery Beat + Q&A (04.02.21)

Watch on YouTube: https://youtu.be/KuhgJNAJVU4 ➤ Tesla has announced Q1 delivery and production numbers, join Rob Maurer for live reaction and analysis, followed by a Q&A about TSLA stock, annual outlook, earnings expectations, and more. Twitter: https://www.twitter.com/teslapodcast Patreon: ht…

Apple Buying Megapacks, Leaked Email on Deliveries, Regulatory Credit $ From VW (04.01.21)

➤ Apple reportedly placed significant order for Megapacks with Tesla for energy storage project ➤ Possible leaked email from Tesla may give insight on quarterly deliveries ➤ Volkswagen reportedly reached agreement with Tesla to purchase regulatory credits in China ➤ Voltswagen prank continues to dr…

Will Tesla Beat Delivery Estimates? (Q1-21) + Biden Infrastructure Plan (03.31.21)

YouTube link: https://youtu.be/iYg-UhExDCE ➤ Rob Maurer walks through estimates for Tesla’s Q1 delivery and production numbers and how they may compare to Wall St.’s consensus ➤ President Biden unveils $2.3 trillion infrastructure plan, focusing a portion on electric vehicles and clean energy ➤ F…

Toyota/Tesla Partnership? + Tesla vs. Rivian Lawsuit, Semi Updates, SN11 (03.30.21)

➤ Japanese automobile industry source claims Tesla and Toyota are in final stage of forming a partnership agreement for an electric vehicle project ➤ Elon Musk tweets again about the Tesla Semi and battery cell constraints as Tesla reportedly works on production line ➤ Tesla vs. Rivian lawsuit cont…