Tesla Daily: Tesla News & Analysis

Tesla Daily: Tesla News & Analysis

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Tesla, Inc. news and analysis covering Tesla Motors, Tesla Energy, Tesla Network, Elon Musk and TSLA stock.
Model 3 Lineup Change, Tesla/Panasonic Investment in GF1 (04.12.19)
Apr 12 • 11 min
– Tesla announces lineup changes, most significantly impacting Model 3– Tesla introduces SR+ to Europe– Panasonic and Tesla comment on investment in Gigafactory 1– Tesla Daily podcast returns on April 30, 2019 Links:Email >…
Credits! Fiat-Chrysler Partners with Tesla on Emission Credits, New Bill Proposes Changes to US EV Tax Credit (04.10.19)
Apr 10 • 11 min
– New bill introduces with proposed changes to the US federal EV tax credit– Fiat-Chrysler partners with Tesla as it faces more challenging emissions requirements-Maxwell tender offer extended Links:Email > [email protected] >…
Electrek Reports on Possible Powertrain Update for S/X, Hardware 3 Delivery (04.05.19)
Apr 5 • 7 min
– Electrek reports that Tesla may be planning to update motors for S/X– Delivery of Tesla’s hardware 3 computer Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive…
Judge Hears Arguments in SEC/Musk Contempt Case (04.04.19)
Apr 4 • 9 min
– Judge Nathan hears arguments from both sides in the SEC/Musk contempt case– A few other pieces of news/notes Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive…
Q1 Delivery and Production Report (04.03.19)
Apr 3 • 14 min
– Tesla reports Q1 delivery and production numbers – Tesla announces investor event to discuss autonomy– Unconfirmed lane changes rolling out as a part of Nav on AP Links:Email > [email protected] > @teslapodcastPatreon >…
CNN Proves Itself Inept at Covering Tesla — Twice, UPS/Tesla Exchange Tweets (04.02.19)
Apr 2 • 7 min
– CNN puts on a display of poor journalism in article discussing Tesla’s Q1 numbers– Tesla/UPS exchange tweets Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome…
Q1 Risk, Jung Musk, EV Market Share in Norway (04.01.19)
Apr 1 • 12 min
– Discussing some risks of the Q1 delivery and production report– Musk changes Twitter display name again, releases song– EV market share in Norway surges in March Links:Email > [email protected] > @teslapodcastPatreon >…
Q1 Delivery Discussion, HW3 Tweets from Elon (03.29.19)
Mar 29 • 13 min
– Discussing my current thoughts on Q1 deliveries vs. consensus estimates– Elon shares some small updates on HW3 on Twitter Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome…
Maxwell Tender Offer Extended for Second Time (03.28.19)
Mar 28 • 4 min
– Tesla has extended the tender offer for Maxwell technologies for the second time in two weeks Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive producer Rob…
Autopilot Firmware Contains Stoplight & Stop Sign Features, Musk Clarifies Store Moves to Employees, SR Deliveries Delayed (03.27.19)
Mar 27 • 9 min
– Video from firmware 19.8.3 demonstrates Autopilot’s ability to autonomously stop at stoplights (Link)– Musk sends internal email clarifying the recent store moves– Standard Range Model 3 deliveries reportedly delayed– 4/4/2019 date selected for oral…
Production Lawsuit Dismissed, Model Y Price Increase, V2 Supercharging (03.25.19)
Mar 25 • 7 min
– US District judge dismisses production lawsuit– SEC responds to Musk’s sur-reply– Tesla raises Model Y prices– V2 supercharging data Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive…
Musk’s Sur-Reply, New AP Features (03.23.19)
Mar 23 • 9 min
– Sur-reply filed by Musk’s lawyers in contempt case (Link)– Two new Autopilot features Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive producer Rob…
EOQ Delivery Push, Referral Program Returns, Enhanced Summon, Sur-Reply Granted (03.22.19)
Mar 22 • 10 min
– Musk emails all employees in end of quarter push for deliveries– Tesla brings back the referral program– First videos of enhanced summon in action– Judge grants Musk the opportunity to file a sur-reply in SEC case Links:Email >…
Price Increases, Model S Standard Range (03.21.19)
Mar 21 • 5 min
– Tesla increases prices on most vehicles, makes change to Model S lineup– Screenshot of internal Tesla screen showing fleet size (Link) Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive…
SEC Replies to Musk in Contempt Case (03.19.19)
Mar 19 • 12 min
– The SEC files a reply to Musk’s response to the courts in defense of the SEC’s assertion of contempt of the settlement agreement– Tesla email targets 30,000 deliveries in 15 days– Enhanced Summon and Navigate on Autopilot updates rolling to early access…
Mid-Range Model 3 Removed, Model Y & TSLA (03.18.19)
Mar 18 • 7 min
– Tesla removes mid-range Model 3 from the US design studio– More discussion on Model Y and the current reaction by the market Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer…
Initial Thoughts on Model Y (03.15.19)
Mar 15 • 8 min
– Tesla unveils Model Y– Reaction from event and early thoughts on Model Y Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive producer Rob GillExecutive…
Volatility, Tesla Reevaluates Closings (03.12.19)
Mar 13 • 13 min
– Tesla reevaluates store closings decisions and vehicle pricing– Analyzing the impact of the volatile decision making Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome…
Model Y Unveiling Invitations, Store Closing Process, Tesla Reputation (03.09.19)
Mar 9 • 9 min
– Tesla sends out Model Y invitation events– Exciting personal news– Some new reports on Tesla’s store closing process– Tesla’s reputation scores fall in 2019 Axios/Harris poll (Link) Links:Email > [email protected] > @teslapodcastPatreon…
V3 Charge Curve, Model 3 Delivery Estimates, $520M China Loan (03.07.19)
Mar 7 • 7 min
– First look at the tapering curve from the V3 Supercharger beta site– Model 3 US delivery estimates adjusted– Tesla secures $520M loan in China Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast…
Supercharger V3, Shanghai Vehicle Assembly, Standard Model 3 Production (03.06.19)
Mar 6 • 10 min
– Tesla releases Supercharger V3 information and beta station– Shanghai government official comments on Tesla’s Gigafactory Shanghai– First standard Model 3’s reportedly produced Links:Email > [email protected] > @teslapodcastPatreon >…
Labels Cause Quickly Resolved Delays in China, Last Week’s Model 3 Fatal Accident, Tesla Search Trends (03.05.19)
Mar 5 • 6 min
– Model 3 deliveries slightly delayed due to some mislabeling by Tesla– Fatal Model 3 accident last week– Taking a look at search trends since the $35k Model 3 announcement Links:Email > [email protected] > @teslapodcastPatreon >…
Model Y & Supercharger V3 Unveilings, TSLA Weakness (03.04.19)
Mar 4 • 14 min
– What to expect from the upcoming Model Y and Supercharger V3 unveilings– Thoughts on current price action for TSLA Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome…
Further Discussion on Standard Model 3, Filling in the Blanks, Bond Repayment (03.01.19)
Mar 1 • 14 min
– Continuing the discussion on the impact of the standard range Model 3 and filling in the blanks from the audio cuts on the prior episode– Tesla pays off convertible bond debt– Elon emails employees about store closings Links:Email >…
$35,000 Tesla Model 3 (02.28.19)
Feb 28 • 17 min
– Tesla releases the $35,000 USD Model, available for delivery in 2-4 week– Discussion on the entirety of the lineup changes and the potential impacts to Tesla– Elon shares updated forecasts for Q1 and 2019 Links:Email > [email protected]
Interview: Consumer Reports Director of Auto Testing, Jake Fisher (02.27.19)
Feb 27 • 42 min
– Consumer Reports Director of Auto Testing, Jake Fisher, join the podcast to give some clarity on Consumer Reports Model 3 recommendation status Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast…
SEC Files Request to Court to Hold Musk in Contempt of Settlement Agreement (02.25.19)
Feb 25 • 16 min
– The Securities and Exchange Commission has filed a request to hold Elon Musk in contempt of his settlement agreement (Link to filings) Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive…
Analyzing & Understanding Consumer Reports’ Tesla Model 3 Recommendation Change (02.23.19)
Feb 23 • 17 min
– In depth discussion on the reliability scores and recommendation decision by Consumer Reports for the Tesla Model 3– How did the Model 3 score on reliability, and what influenced that score? Links:Email > [email protected] >…
Consumer Reports Removes Model 3 Recommendation (02.21.19)
Feb 21 • 7 min
– Consumer Reports removes recommendation from Tesla Model 3– US auto dealership group president comments on Tesla Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome…
Elon Clarifies Production Tweet, New General Counsel, Model 3 Leasing (02.20.19)
Feb 20 • 7 min
– Elon clarifies his tweet on 2019 vehicle production– Tesla’s newly hired general counsel, Dane Butswinkas, leaves the company and Tesla immediately fills the position– Tesla reportedly preparing employees for Model 3 leasing Links:Email >…
ARK Invest Interviews Elon, 2019 Production (02.19.19)
Feb 19 • 7 min
– Elon Musk appears on For Your Innovation podcast hosted by shareholder ARK Invest (Link)– Elon tweets about 2019 vehicle production– Tesla files their 10-K annual report Links:Email > [email protected] > @teslapodcastPatreon >…
Standard Range Model 3 Timeline Removed from Order Page (02.18.19)
Feb 18 • 3 min
– Tesla removes delivery estimate from order page for Model 3 Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive producer Rob GillExecutive producer Rish…
Dashcam Improvement, Institutional Investors (02.14.19)
Feb 14 • 5 min
– Dashcam feature improved– Two institutional investors disclose TSLA stake– Maxwell Technologies comments on acquisition timing Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer…
Sentry/Dog Mode Rolling Out, CA Disengagement Report (02.13.19)
Feb 13 • 9 min
– Sentry Mode & Dog Mode begin rolling out– California publishes 2018 autonomous vehicle disengagement report Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive…
Autopilot Safety, GM Rumors (02.12.19)
Feb 12 • 5 min
– Tesla’s VP of global recruiting leaves the company (yawn)– Noise around NHTSA’s reporting of Autopilot safety data– GM/Tesla partnership rumor– GM/Amazon rumored to have interest in investing in Rivian Links:Email > [email protected] >…
Canaccord Upgrade, T Rowe Reduces Stake in Q4, Audi/Porsche EV Development (02.11.19)
Feb 11 • 7 min
– Canaccord Genuity upgrade– T Rowe Price reduces stake in TSLA– Manager Magazin reports on Audi and Porsche EV development Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome…
EV Profitability, Autopilot Standard for Model 3 in China (02.09.19)
Feb 9 • 8 min
– Discussion of comments about EV profitability made on General Motors earnings call last week– Tesla make Enhanced Autopilot standard for all Model 3 variants in China Links:Email > [email protected] > @teslapodcastPatreon >…
Amazon Invests in Aurora, Tesla Sentry Mode & Dog Mode (02.07.19)
Feb 7 • 6 min
– Autonomous driving startup Aurora Innovation raises $530M from investors including Amazon– Tesla Sentry Mode and Dog Mode coming next week Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive…
Model 3 $1,100 Price Cut, Maxwell Technologies Acquisition, First European Model 3 Deliveries (02.06.19)
Feb 6 • 13 min
– Tesla lowers prices for all variants of Model 3 by $1,100 in the US– Tesla acquires Maxwell Technologies for $218M stock deal– First deliveries for Model 3 in Europe Links:Email > [email protected] > @teslapodcastPatreon >…
Interview: Tesla Side Hustle, Sharing EVs (02.04.19)
Feb 3 • 18 min
– In today’s episode, I speak with Jerome about his Tesla side hustle — renting his vehicles out to generate additional income and help spread EV adoption– You can learn more at Jerome’s website, sactesla.com Links:Email >…
InsideEVs January Estimates, Consumer Reports Owner Satisfaction Survey, Long Range Single Motor Model 3, Moody’s (02.01.19)
Feb 1 • 10 min
– InsideEVs publishes their January US electric vehicle delivery estimates– Consumer Reports’ March 2019 magazine shows results of 2018 owner satisfaction survey– Long range single motor Model 3 make a reappearance for China– Moody’s upgrades small amount…
Q4-18 Earnings Report Review (01.30.19)
Jan 30 • 21 min
– Thoughts on the Q4 2018 shareholder letter, earnings report, and conference call Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive producer Rob GillExecutive…
Model S/X Price and Option Adjustments (01.29.19)
Jan 29 • 15 min
– Tesla has adjusted pricing and options for Model S and Model X– Examination of the value of the new lineup Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive…
Saudi Arabia Reportedly Hedges TSLA Position, Porsche/Electrify America Partner (01.28.19)
Jan 28 • 13 min
– Saudi Arabia’s Public Investment Fund reportedly hedges stake in TSLA– Volkswagen of America CEO comments on Tesla market share– Porsche partner with Electrify America charging network, shares details on Taycan charge rate Links:Email >…
Updated Short Interest, Sentry Mode Timeframe, KBB Resale Value Awards (01.25.19)
Jan 25 • 7 min
– Updated short interest from 1/15/19– Sentry Mode timeframe– Kelly Blue Book resale value awards Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive producer…
Submit & Vote for Q4 Questions (01.24.19)
Jan 24 • 4 min
– Submit your questions for the Q4 earnings call at say.com/earnings/tesla and vote for your favorite questions from other shareholders Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive…
Model S/X Production Hours Reduced (01.23.19)
Jan 23 • 12 min
– Tesla responds to a CNBC article confirming that they have reduced production hours for Model S and Model X Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive…
Advanced Summon/Nav on AP Updates, Sentry Mode, Supercharging Pricing… Again (01.22.19)
Jan 22 • 7 min
– Elon tweets that Advanced Summon has been approved by “regulators”– Navigate on Autopilot “coming soon” to Europe– Tesla “Sentry Mode” in development– Just after a pricing increase, Tesla reduces Supercharging prices Links:Email >…
Earnings Date, Supercharger Network Pricing, Homologation, Porsche Taycan, Toyota/Panasonic (01.21.19)
Jan 21 • 10 min
– Tesla sets Q4 earnings date for Wednesday, 1/30/19– Pricing increase for the Supercharger network– Model 3 homologation for Europe complete– Porsche Taycan production plans– Toyota/Panasonic partnership Links:Email > [email protected] >…
Layoffs and Profitability Discussed in Musk Email (01.18.19)
Jan 18 • 15 min
– According to an Elon Musk internal email, later shared publicly, Tesla will lay off about 7% of its workforce– Q4 and Q1 profitability references Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast…
Analyzing the End of Tesla’s Referral Program on February 1st (01.17.19)
Jan 17 • 13 min
– Tesla will end referral program on February 1, 2019– Impact analysis, and what it may mean for Tesla’s product line Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome…
Powerwall Eligible for South Australian Subsidy, Ford Plans to Electrify the F-Series (01.16.19)
Jan 16 • 7 min
– Tesla’s Powerwall 2 has been granted eligibility for a $6,000 subsidy in South Australia– Ford discusses electrification plans for F-Series pickup Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast…
Ford & VW Launch “Global Alliance”, Further Discussion on TSLA Short Interest (01.15.19)
Jan 15 • 6 min
– Ford and Volkswagen announce a global alliance– Continuing discussion on TSLA’s current short interest Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive…
75 kWh Options Removed, Elon Musk Awarded “Disruptor of the Year” (01.14.19)
Jan 14 • 6 min
– Tesla removes 75 kWh versions of Model S and X from the design studio– North American International Auto Show– Elon Musk named “Disruptor of the Year” by CNET Roadshow Links:Email > [email protected] > @teslapodcastPatreon >…
Deleveraging, Model 3s at US Port, GM Positions Cadillac for EVs (01.11.19)
Jan 11 • 6 min
– I finally sell some stuff– Model 3s spotted at San Fransisco port– GM positions Cadillac brand for electric vehicles Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome…
TSLA Short Interest, Smart Summon Update (01.10.19)
Jan 10 • 6 min
– TSLA short interest update from 12/31/18– Update on Smart Summon progress Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive producer Rob GillExecutive…
75 kWh Model S/X to be Discontinued (01.09.18)
Jan 9 • 6 min
– Tesla will soon discontinue the 75 kWh battery pack option for both Model S and Model X Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive producer Rob…
Groundbreaking Ceremony for GF3 in China (01.07.18)
Jan 7 • 6 min
– Elon Musk visits Shanghai for Gigafactory 3 groundbreaking ceremony Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive producer Rob GillExecutive producer…
Sandy Munro Shares Current Thoughts on Tesla, Model 3 Unveil Wheels (01.03.19)
Jan 3 • 12 min
– Sandy Munro of Munro & Associates discusses Tesla (Link)– Update on Model 3 wheels from the original unveiling Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome…
Q4 Delivery & Production Numbers, $2,000 US Price Decreases (01.02.19)
Jan 2 • 20 min
– Tesla announces Q4 2018 delivery and production numbers– Tesla reduces US prices by $2,000 on all models– Analysis of today’s news as well as market reaction Links:Email > [email protected] > @teslapodcastPatreon >…
Oracle’s Larry Ellison and Walgreen’s Kathleen Wilson-Thompson Join Tesla’s Board (12.28.18)
Dec 28, 2018 • 8 min
– Larry Ellison and Kathleen Wilson Thompson have joined Tesla’s board of directors– Catching up on some other notes from earlier in the week Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive…
Tax Credit Difference Covered if Tesla is Unable to Deliver (12.23.18)
Dec 23, 2018 • 4 min
– Tesla continues offering 2018 delivery on new orders– Musk says Tesla will cover tax credit difference if Tesla is unable to deliver prior to the end of the year Links:Email > [email protected] > @teslapodcastPatreon >…
TSLA’s Rapid Decline & Demand Concerns (12.20.18)
Dec 20, 2018 • 10 min
– Discussion on the rapidly following TSLA share price– Demand concerns arise as Tesla releases inventory and continues offering 2018 deliveries Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast…
Morgan Stanley/Goldman Sachs Analyst Notes, CEO Survey Result, Boring Company Event (12.18.18)
Dec 19, 2018 • 11 min
– Morgan Stanley and Goldman Sachs publish updated analyst notes on TSLA– Elon Musk ranked highly in CEO survey result– Initial reaction to The Boring Company event Links:Email > [email protected] > @teslapodcastPatreon >…
GF3 Construction, Senior Designer Leaves, Time Limit on Supercharging (12.17.18)
Dec 17, 2018 • 6 min
– Tesla begins construction process for GF3 in China (Link)– Senior Designer Andrew Kim leaves for Apple– Tesla tries to limit maximum time at superchargers Links:Email > [email protected] > @teslapodcastPatreon >…
China Temporarily Lowers Tariffs, TSLA Short Interest Update, Deutsche Bank Initiates Coverage (12.14.18)
Dec 15, 2018 • 7 min
– China to temporarily lower tariffs on US autos– TSLA short interest update– Deutsche Bank initiates coverage on TSLA stock Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome…
Musk’s 60 Minutes Interview, TSLA Share Price Discussion, Baird Upgrade (12.13.18)
Dec 13, 2018 • 10 min
– Brief rambling on TSLA’s share price– Elon Musk’s 60 minutes interview– Baird price target upgrade Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive producer…
New General Counsel, Price Target Increases, Model 3 Inventory (12.07.18)
Dec 7, 2018 • 10 min
– Tesla hires new general counsel– Wolfe Research and Jefferies increase TSLA price targets– Model 3 inventory Links:Email > [email protected] > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome…
Gigafactory 3 Construction Beginning Soon, Solar Power in California, Tesla/Slacker (12.06.18)
Dec 6, 2018 • 6 min
– Shanghai government makes statement on Tesla’s Gigafactory 3– California Building Standards Commission signs off on solar regulation– Tesla’s importance to Slacker’s business Links:Email > [email protected] > @teslapodcastPatreon >…
European Model 3 Configurations Begin, Faraday Future Furlough (12.05.18)
Dec 5, 2018 • 4 min
– Tesla invites Model 3 reservation holders to configure for the first time – Faraday Future furloughs more employees Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome…
TSLA Defies Weak Macro-Environment, Price Target Increase, InsideEVs November Estimates (12.04.18)
Dec 4, 2018 • 7 min
– TSLA finishes in the green despite a challenging macro-environment – CFRA increases TSLA price target – InsideEVs releases their November delivery estimates Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
Model Y Outdated Production Plan Leaked, Tariff & Tax Credit News (12.03.18)
Dec 3, 2018 • 10 min
– Trump tweets about China’s automotive tariffs – Economic adviser Larry Kudlow discusses the federal EV tax credit – Business Insider reports on Model Y production plans and other details (Link) Links: Email > [email protected] Twitter >…
Update on Model 3 Production and Costs from Elon Musk (11.30.18)
Nov 30, 2018 • 7 min
– A leaked Elon Musk internal email reveals some details on Model 3 production rate and production costs Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive…
Improved Rain Sensing Coming Soon & Other Updates (11.29.18)
Nov 30, 2018 • 4 min
– Elon tweets that an improved rain sensing update will be coming soon amongst other software updates – ChargePoint gets a big investment – New leadership at GM’s Cruise Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
Further Discussion on TSLA Short Interest, Fed Chairman Comments (11.28.18)
Nov 29, 2018 • 13 min
– Markets react to comments by Federal Reserve chairman Jerome Powell – In response to a question on Twitter, I discuss the recent short interest numbers in more detail Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
Reported Sales Decline in China Called Wildly Inaccurate by Tesla, SEC Chairman Comments (Inconsequentially) on Musk, TSLA Short Interest Update (11.28.18)
Nov 28, 2018 • 6 min
– TSLA short interest for 11/15 has been published – Reuters reports on huge decline in Tesla sales for October in China, Tesla responds – SEC chairman comments on Musk’s “Shortseller Enrichment Committee” tweet – Rivian unveils R1S all-electric SUV…
Musk Says Tesla Came Within Weeks of Dying, GM Plans to Shutter Factories, Nissan Leaf Unveiling Delay, Rivian All-Electric Pickup (11.16.18)
Nov 26, 2018 • 13 min
– Elon Musk discusses the challenge of the Model 3 production ramp with HBO (Link) – GM to close factories, stop production of sedans – Nissan delays the unveiling of longer range Leaf – Rivian unveils all-electric pickup truck Links: Email >…
Model S/X Priced to Reflect Savings, UBS Report on Battery Cost, Upcoming Musk Interview on HBO (11.21.18)
Nov 21, 2018 • 4 min
– Tesla has adjusted the listed pricing for Model S and X to reflect tax and fuel savings – UBS releases report on battery costs – Elon Musk interview to be featured on HBO’s Axios on Sunday, 11/25 at 6:30 PM EST/PST – Happy Thanksgiving! Links: Email >…
Elon Tweets About Future Projects/Priorities, Tesla Forums Security Issue, Automaker CEOs Make Headlines (11.19.18)
Nov 19, 2018 • 11 min
– VW, Diamler, and BMW CEO’s called out in Germany – Renault Nissan Chairman & CEO Ghosn arrested – Elon discusses future projects including an electric work van, the Tesla pickup, and Supercharger V3 – Details on Tesla’s forums security issue, which has…
Model 3 Orders Begin in China, Software Update, VW CEO Comments on EV Plans, TSLA Closes at 3-Month High (11.16.18)
Nov 16, 2018 • 7 min
– Tesla has opened orders to at least some reservation holders in China, disclosing pricing and options – Model 3 software update adds a couple new features – VW’s CEO comments on the company’s EV plans – TSLA closing price is the highest in the last 3…
1,000 Model 3 Daily Production Rate Target, 2018 Delivery Order Deadline, Elon Tweets About Logistics (11.15.18)
Nov 15, 2018 • 8 min
– Electrek reports that Tesla is targeting a Model 3 production rate of 1,000 vehicles per day by the end of November – All orders prior to November 30th should be able to take delivery by the end of the year, according to Musk – Elon tweets on logistics…
New Charge Port for European Model 3, Other Product Updates (11.14.18)
Nov 14, 2018 • 5 min
– Model 3 will ship with a new charging port, necessitating some Supercharger network changes – Tesla adds a new Enhanced Anti-Theft product – Previously removed options for Model S/X still available through custom orders Links: Email >…
Jerome Discusses GF1 Production, Europe Meet Model 3 Events, EV Tax Credit Coalition (11.13.18)
Nov 13, 2018 • 6 min
– Tesla is bringing the Model 3 to Europe for “Meet Model 3” events (Link) – A new coalition to reform the EV tax credit has been formed and is being supported by Tesla, amongst others (Link) – CNBC tours Tesla’s Gigafactory 1 and interviews Jerome…
TSLA Short Interest Falls by 4.1 Million Shares & Why it Matters (11.12.18)
Nov 12, 2018 • 6 min
– TSLA short interest declines by 4.1 million shares, and what that may mean for shareholders Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer…
Thoughts on TSLA in the Short to Medium Term (11.09.18)
Nov 9, 2018 • 5 min
– Stepping a way from the news for a bit, I share some thoughts on my outlook for TSLA stock over the next few weeks to months Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer…
New Chair of the Board, Track Mode, Model 3 Fob (11.08.18)
Nov 8, 2018 • 7 min
– Tesla appoints new Chair of the board of directors – Track Mode released for the Performance Model 3 (Motor Trend article) – Model 3 key fob is now available Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
Model 3 China Delivery Timeline Rumors (11.05.18)
Nov 5, 2018 • 3 min
– Current S/X owners in China may have been given Model 3 delivery estimates by Tesla (Link) Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob…
Highlights From Recode’s Musk Interview, Tesla’s 10-Q Filing (11.02.18)
Nov 2, 2018 • 7 min
– Highlights from Recode’s interview of Elon Musk, as well as Tesla’s third quarter 10-Q filing Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer…
Summon Updates, Elon’s Upcoming Recode Podcast (11.01.18)
Nov 1, 2018 • 6 min
– Elon Musk joins Kara Swisher on the Recode podcast which will be published tomorrow, and Kara shares some details about what was discussed (Link) – Elon tweets about upcoming updates to the Summon feature of Autopilot Links: Email >…
Panasonic Discusses Tesla Partnership, GM Asked About EV Volume Plans (10.31.18)
Oct 31, 2018 • 6 min
– On their quarterly earnings call, Panasonic’s CEO comments on their production targets and relationship with Tesla – Adam Jonas asks GM’s CEO about EV production volume Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
Musk Buys More TSLA, Daimler/VW Comment on Tesla, Faraday Future (10.30.1
Oct 30, 2018 • 8 min
– Elon Musk buys more TSLA shares on the open market – Daimler and Volkswagen CEO’s make comments referencing Tesla – Faraday Future co-founder resigns Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
Interview: Neural Networks & Autopilot V9 With Jimmy_d (10.29.18)
Oct 30, 2018 • 72 min
– Jimmy_d joins the podcast to expand on his post from the Tesla Motors Club forum about neural networks and what he is seeing in the most recent Autopilot software update Timestamps: 1:19 – Jimmy_d’s background 3:39 – Background on neural networks 11:04…
Q3 Conference Call Takeaways (10.25.18)
Oct 26, 2018 • 11 min
– Discussion on the Q3 earnings report conference call Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Music by Evan Schaeffer…
Q3 Earnings Report Review (10.24.18)
Oct 24, 2018 • 11 min
– Tesla reports excellent Q3 earnings, beating expectations Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Music by Evan Schaeffer…
Q3 Earnings Report Scheduled Surprisingly Early, Citron Research Flips & Becomes Long TSLA (10.23.18)
Oct 23, 2018 • 9 min
– Tesla surprisingly schedules its Q3 earnings report on short notice for Wednesday, 10/24 – Vocal TSLA shortseller Andrew Left’s Citron Research changes its stance on TSLA and takes a long position on the stock ahead of earnings (Link to report) Links:…
Production Update, Referral Program Update, Navigate on Autopilot (10.22.18)
Oct 22, 2018 • 6 min
– Discussion on Tesla’s quarter to date production numbers – Tesla updates referral program to include all vehicles – Elon tweets that navigate on autopilot will begin rolling out to United States Links: Email > [email protected] Twitter >…
Discussion on Model 3 Mid-Range Strategy, FSD Removal (10.19.18)
Oct 19, 2018 • 6 min
– Continuing discussion on the possible reasons for the introduction of the mid-range Model 3 – Tesla removes full self driving option from Model S/X design studios following a similar removal from Model 3 yesterday Links: Email >…
Mid-Range Model 3 Released (10.18.18)
Oct 18, 2018 • 5 min
– Tesla unexpectedly releases a mid-range Model 3 with 260 miles of range Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Music by Evan…
Land Acquired in China for GF3, Musk Intends to Buy More TSLA, Tesla VP Leaves Company (10.17.18)
Oct 17, 2018 • 9 min
– Tesla acquires land in China for Gigafactory 3 – Elon Musk intends to buy $20M of TSLA stock – Tesla VP of manufacturing, Gilbert Passin has left the company Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
Judge Approves SEC Settlement, Republican Senator Introduces EV Tax Credit Bill (10.16.18)
Oct 16, 2018 • 6 min
– US District Judge Alison Nathan has approved the settlement between Elon Musk, Tesla and the SEC – Republican Senator Dean Heller of Nevada proposes new federal EV tax credit bill Links: Email > [email protected] Twitter > @teslapodcast…
1 Million Mile Drivetrain (10.15.18)
Oct 15, 2018 • 5 min
– Tesla shows picture of Model 3 drive unit after 1 million test miles, says Model 3 drive system is designed and validated for 1M+ miles – Discussion on the advantages of longer lifespan EVs Links: Email > [email protected] Twitter >…
Q4 Production Numbers, Powerwall Price Increase, Order Deadlines, Teslaquila (10.12.18)
Oct 12, 2018 • 9 min
– Electrek continues to report on Tesla production numbers – Tesla increases the price of Powerwall – Tesla adds order deadlines for US federal tax credit – Teslaquila Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
T Rowe Price Increase Stake in TSLA, Musk/Tesla/SEC Submit Letter for Settlement Approval (10.11.18)
Oct 11, 2018 • 5 min
– T Rowe Price increases their stake in Tesla by 5.5M shares – Tesla and Elon Musk file joint letter with the SEC in favor of settlement approval (Link) Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
Former SEC Chair Comments on Musk’s Tweet, Software 9.0 Rollout (10.05.18)
Oct 5, 2018 • 6 min
– Former SEC chair comments on Elon’s tweet – Version 9.0 software starts to release Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill…
Elon Musk Tweets About the SEC (10.04.18)
Oct 4, 2018 • 4 min
– After market close on Thursday, 10/4/18, Elon tweeted “Just want to that the Shortseller Enrichment Commission is doing incredible work. And the name change is so on point!” Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
BMW CEO Comments on Tesla, Mazda’s EV Plans, Honda Invests in Cruise, Spotify (10.03.18)
Oct 3, 2018 • 7 min
– Tesla Daily is now on Spotify – BMW’s CEO of North America comments on Tesla’s impact – Mazda outlines their electric vehicle plans – Honda invests in GM’s Cruise Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
Q3 Delivery & Production Numbers, Discussion on P/S Ratio (10.02.18)
Oct 2, 2018 • 8 min
– Tesla reports Q3 delivery and production numbers – Discussion on TSLA and its current P/S ratio Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive…
Elon Musk & Tesla Settle With SEC, Electrek Reports on Q3 Production (10.01.18)
Oct 1, 2018 • 8 min
– Elon Musk and Tesla both agree to settle SEC lawsuits – Electrek reports on final Q3 production numbers, again citing source familiar with Tesla production Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
Board of Directors Statement on Musk, Further Discussion of SEC Lawsuit (09.28.18)
Sep 28, 2018 • 7 min
– Tesla’s board of directors issues a statement regarding Elon Musk – The Wall St. Journal reports on a declined settlement – Link to Todd Burch post Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
SEC Files Civil Lawsuit Against Elon Musk (09.27.18)
Sep 27, 2018 • 11 min
– The United States Securities & Exchange Commission has filed a civil lawsuit against Elon Musk (Link) Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive…
Version 9.0 Software (09.26.18)
Sep 26, 2018 • 9 min
– Tesla starts rolling out 9.0 software to beta testers (Link) – Information on Tesla’s dashcam functionality works (Link) Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome…
Owners Volunteer, European Model 3 VINs & Factory Expansion (09.24.18)
Sep 24, 2018 • 4 min
– Tesla owners volunteer to assist with Tesla’s delivery and logistics hell (Link) – Tesla registers 7 new VINs which appear to be for European Model 3s – Tesla adds new space at Tilburg factory Links: Email > [email protected] Twitter >…
Model 3 Key Fob, Supply Chain VP Resigns (09.20.18)
Sep 21, 2018 • 7 min
– Tesla VP of Global Supply Chain, Liam O’Conner has resigned – FCC releases images of a Model 3 key fob – InsideEVs teases high Model 3 numbers – Discussion of orders vs. sales Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
NHTSA Publishes Model 3 Crash Test Ratings (09.20.18)
Sep 20, 2018 • 7 min
– NHTSA publishes Model 3 crash test ratings – Model X hit by airplane – TechMeme Ride Home podcast Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive…
Bob Lutz (09.19.18)
Sep 19, 2018 • 6 min
– An examination of claims made by former General Motors vice chairman, Bob Lutz Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Music…
Bloomberg Reports on Department of Justice Inquiry of Tesla (09.18.18)
Sep 18, 2018 • 6 min
– Bloomberg cites anonymous sources in report claiming DOJ criminal investigation of Tesla, Tesla responds – New York Times cites anonymous sources claiming SEC has issued subpoenas to Goldman Sachs and Silver Lake in connection to Tesla investigation…
Multitude of Tesla Product and Process Updates (09.17.18)
Sep 17, 2018 • 8 min
– Elon shares new product and process information in a series of tweets Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Music by Evan…
New Production Numbers, Institutional Investor Comments on Musk/TSLA (09.14.18)
Sep 14, 2018 • 8 min
– Electrek shares another update on Tesla’s production numbers (Link) – Baillee Gifford fund manager James Anderson shares his thoughts on the recent actions of Elon Musk and TSLA stock Links: Email > [email protected] Twitter > @teslapodcast…
Analyzing Q3 Production and Deliveries (09.13.18)
Sep 13, 2018 • 9 min
– Discussion on possible Q3 production and delivery numbers for Model 3 and Model S/X Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill…
Critical Statements from Tesla Bulls, Gwynne Shotwell Supports Musk (09.12.18)
Sep 12, 2018 • 7 min
– Critical comments from TSLA bulls Loup Ventures and Nomura Instinet – SpaceX President comments on Elon Musk Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden…
Registered Capital in China, Vehicle Option Updates (09.11.18)
Sep 11, 2018 • 6 min
– Tesla commits registered capital of $681M to Gigafactory 3 in Shanghai – Baird reiterates price target – Tesla adjusts some options for Model 3, S, X Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
Chief Accounting Officer Resigns, Executive Shakeups, Impressions of the Joe Rogan Interview (09.10.18)
Sep 9, 2018 • 12 min
– Tesla’s new Chief Accounting Officer resigns – More executive shakeups – Discussion of Joe Rogan’s interview of Elon Musk Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer…
Headlines from Joe Rogan Interview, Software Version 9 Expectations (09.07.18)
Sep 7, 2018 • 6 min
– As expected, Elon Musk’s interview with Joe Rogan has generated headline news – Discussing some news on Tesla’s upcoming version 9 software Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast…
August Estimates, Musk’s Recent Email, Upcoming Joe Rogan Podcast (09.06.18)
Sep 6, 2018 • 8 min
– InsideEVs August delivery estimates have been published – Musk’s email to Buzzfeed – Joe Rogan to host Elon on his podcast Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer…
Buffett’s Response on Apple/Tesla (08.31.18)
Aug 31, 2018 • 6 min
– Warren Buffett responds to a question regarding whether or not Apple should be interested in acquiring Tesla (Link) Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome…
Network Issues for Tesla Yesterday, GM Battery Supply (08.30.18)
Aug 30, 2018 • 3 min
– Tesla had networking and connectivity issues yesterday making it difficult for some owners to access their vehicles – GM struggles with battery supplier quality Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
Elon Musk Continues Tweeting, Tesla Successful in Court Cases (08.29.18)
Aug 29, 2018 • 5 min
– Elon Musk tweets again about Vern Unsworth, as well as the NYT interview article – Toyota invests in Uber – Tesla wins two court cases Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive…
Q3 Production Report & Analysis (08.28.18)
Aug 28, 2018 • 9 min
– Analysis of total Q3 production numbers for 3/S/X based on Electrek’s recent report of quarter-to-date production (Link) Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome…
Staying Public (08.27.18)
Aug 27, 2018 • 7 min
– Elon Musk and Tesla drop pursuit of a private buyout of Tesla – Wall St. Journal reports on investments that had been proposed (Link) Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive…
Minor Fremont Fire, Morgan Stanley Update, UBS Profitability Report (08.24.18)
Aug 24, 2018 • 4 min
– Minor fire at Tesla’s Fremont factory – Morgan Stanley reportedly advising Musk – UBS profitability report on Model 3 Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome…
Thoughts on the Likelihood of an SEC Penalty for Musk/Tesla (08.23.18)
Aug 23, 2018 • 5 min
– I share some of my recent thoughts on the likelihood of an SEC penalty of Elon Musk or Tesla – Bloomberg article mentioned in the podcast (Link) Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast…
Model 3 in Australia, VIN Update, Morgan Stanley TSLA Coverage, Sandy Munro (08.22.18)
Aug 22, 2018 • 5 min
– Tesla puts Model 3 on display in Australia for the first time – Quick Model 3 VIN update – Morgan Stanley drops coverage of TSLA – Sandy Munro being sued Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
More Tesla Interviews, Volatility, and Tesla Daily’s 1 Year Anniversary (08.20.18)
Aug 21, 2018 • 13 min
– Today marks the 1 year anniversary of Tesla Daily, I reflect back on the podcast and my personal journey – JP Morgan downgrades TSLA – Ryan McCaffrey interviews Jason Calacanis on Ride the Lightning episode 159, begins at 41:00 minute mark – MKBHD…
Elon Musk’s New York Times Interview (08.17.18)
Aug 17, 2018 • 6 min
– Tesla stock falls 9% after New York’s Times article on interview with Elon Musk Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Music…
Do I Want Tesla to Go Private? (08.16.18)
Aug 16, 2018 • 9 min
– Discussing my current feelings on whether or not I want Tesla to become a private company Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob…
SEC Reportedly Issues Subpoena to Tesla (08.15.18)
Aug 15, 2018 • 6 min
– The SEC reportedly issues subpoena to Tesla Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Music by Evan Schaeffer Disclosure: Rob…
Evaluating the Advisors of a Potential Private Offer (08.14.18)
Aug 14, 2018 • 10 min
– Tesla issues a form 8-K to announce the formation of a special committee to evaluate a potential buyout offer – Elon Musk discloses financial and legal advisors assisting with a potential buyout offer Links: Email > [email protected] Twitter >…
Elon Musk Shares More Detail on Private Offer (08.13.18)
Aug 13, 2018 • 6 min
– Elon Musk shares more details on the offer to take Tesla private Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Music by Evan…
Continuing Discussion of Tesla Privatization, Thoughts on Timing (08.10.18)
Aug 10, 2018 • 6 min
– Continuing discussion on TSLA potentially going private, including some thoughts on timing Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob…
Quick Thoughts on TSLA Share Price (08.09.18)
Aug 9, 2018 • 4 min
– TSLA currently trading at $367/share, a 14.5% discount to the $420/share proposed buyout Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob…
Privatization of Tesla – with Galileo Russell of HyperChange (08.08.18)
Aug 8, 2018 • 42 min
– I join Galileo Russell of HyperChange TV to discuss Tesla’s attempt to take itself private and the ramifications for shareholders and option holders – Link to YouTube version: Link Links: Email > [email protected] Twitter > @teslapodcast…
Podcast Returns Thursday, 8/9 and Two Quick Twitter Updates
Aug 6, 2018 • 1 min
– I am traveling for work and will be back on Thursday, August 9th. Plus two quick pieces of news from Twitter over the weekend. Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer…
Top 5 Takeaways from Tesla’s Q2 Earnings Report – Part 2 (08.03.18)
Aug 3, 2018 • 8 min
– Part 2 of 2 of discussion on Tesla’s Q2 earnings report and the key takeaways Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Music…
Top 5 Takeaways From Tesla’s Q2 Earnings Report – Part 1 (08.02.18)
Aug 2, 2018 • 9 min
– Part 1 of 2 of discussion on Tesla’s Q2 earnings report and the key takeaways Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Music…
Quick Thoughts Heading into Q2 Earnings, Referral Program/China GF Updates, Purchase Intent Trends (08.01.18)
Aug 1, 2018 • 8 min
– Tesla updates referral program – Bloomberg report on China Gigafactory capital plans (Link) – Likefolio shares purchase intent sentiment data (Link) – Quick thoughts heading into the Q2 earnings report Links: Email > [email protected] Twitter…
Hyperchange, Model S/X Refreshes, Panasonic Adding Capacity to GF, New Tesla CAO (07.31.18)
Jul 31, 2018 • 6 min
– You can support Galileo Russel for the Q2 earnings call by emailing Tesla investor relations at [email protected] & Martin Viecha, [email protected] (Link to template and YouTube video) – Electrek reports on Model S/X refreshes – Panasonic adding cell…
Porsche Taycan/Jaguar I-PACE Updates, New Tesla Delivery Concept (07.30.18)
Jul 30, 2018 • 6 min
– Porsche executives comment on Taycan (formerly Mission E) production plans – Jaguar I-PACE delayed for some reservation holders – Tesla tests a new delivery concept in Fremont Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
Tesla’s Trends, Performance/AWD Deliveries (07.28.18)
Jul 27, 2018 • 6 min
– Performance Model 3 deliveries begin and non-performance AWD deliveries scheduled – Examining some Tesla trends Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden…
Analyst Notes, GM/F/FCA Earnings Reports (07.26.18)
Jul 26, 2018 • 6 min
– More analyst notes on TSLA – GM, Ford, and Fiat Chrysler report earnings Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Music by…
More Performance Model 3 Impressions, Updated Adam Jonas Note, South Australia TE Update (07.25.18)
Jul 25, 2018 • 6 min
– Adam Jonas reiterates TSLA rating in new investor note – Motor Trend and Automobile magazine offer first impressions of the Performance Model 3 – South Australia government update on Tesla Energy project Links: Email > [email protected]
Supplier Negotiations Addressed by Tesla, Baird Reiterates Rating, Feature Updates (07.24.18)
Jul 24, 2018 • 7 min
– Tesla addresses supplier negotiations – Baird reiterates outperform rating – More Twitter drama – White interior and firmware update Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive…
WSJ Reports on Tesla Supplier Negotiations, Dan Neil’s Twitter Account (07.23.18)
Jul 23, 2018 • 6 min
– The Wall Street Journal reports on Tesla supplier negotiations – Auto journalist deletes Twitter account after publishing Performance Model 3 review Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
Performance Model 3 VINs/Reviews (07.20.18)
Jul 20, 2018 • 5 min
– The Wall Street Journal publishes the first review of a Performance Model 3 – Tesla begins VIN assignments for Performance Model 3s – Tesla denies Model 3 cancellation rate claims Links: Email > [email protected] Twitter > @teslapodcast…
Analyst Downgrade, Lexus CEO on Fully Electric Vehicles, MKBHD/Performance Model 3 (07.19.18)
Jul 19, 2018 • 6 min
– Needham & Co downgrades TSLA from hold to sell – Lexus CEO commets on fully electric vehicles – MKBHD in process of reviewing Performance Model 3 Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast…
Elon Apologizes, Model 3 Profit Margin, Tesla Energy Update (07.18.18)
Jul 18, 2018 • 5 min
– Elon apologizes to Vern Unsworth on Twitter – More specifics from Munro Model 3 teardown – USA Today interviews JB Straubel (Link) Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive…
Munro & Associates Model 3 Breakdown, AWD EPA Ratings (07.17.18)
Jul 17, 2018 • 7 min
– Munro & Associates conclude their analysis on the Model 3 – EPA ratings for Performance and AWD Model 3 – Performance Model 3s begin to show up at Tesla stores Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
Musk Lashes Out on Twitter (07.16.18)
Jul 16, 2018 • 6 min
– Elon Musk lashes out against British diver Vern Unsworth in response to Unsworth’s critical comments Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive…
Model 3 Production, Elon Tweets About Elon Musk vs. Short Sellers (07.13.18)
Jul 13, 2018 • 6 min
– Elon on Twitter linked to the TMC thread discussed on the 7/4/18 episode of Tesla Daily regarding short seller manipulation (Tweet) – News on Model 3 production Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
Gigafactory 3 in China, US Federal Tax Credit (07.12.18)
Jul 12, 2018 • 11 min
– Discussion on Tesla reaching agreement to develop a wholly-owned Gigafactory in Shanghai – Clarity on US federal EV tax credit Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer…
Model 3 Test Drives, China Price Increases, Nissan Emissions (07.09.18)
Jul 9, 2018 • 6 min
– Tesla begins offering test drives of Model 3 and employee commission on Performance Model 3 sales – Model S and X prices increased in China – Nissan admits to falsifying emissions testing Links: Email > [email protected] Twitter >…
More Elon Tweets (07.06.18)
Jul 6, 2018 • 6 min
– Elon continues to question Business Insider journalist on Twitter, amongst other tweets Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob…
Elon Calls Out Short Manipulation, Model 3 Brake Testing (07.05.18)
Jul 5, 2018 • 7 min
– Some discussion on TSLA stock performance – Elon calls out short manipulation, retweeting an article about jesselivenomore’s TMC post discussed on the 7/4/18 episode of Tesla Daily – Model 3 brake testing Links: Email > [email protected]
Elon Musk vs. Short Sellers – Interview with Professional Trader Jesselivenomore (07.04.18)
Jul 4, 2018 • 44 min
– On today’s episode, Chris, who is a professional trader also known as jesselivenomore, joins us to discuss TSLA short-sellers, the parallels between Tesla and Fairfax Financial, and how this may be impacting Elon Musk & Tesla’s business strategy – Link…
Did Tesla Really Trigger the Federal Tax Credit Phaseout in Q2? Thoughts on TSLA, Q2 Delivery/Production Numbers (07.03.18)
Jul 3, 2018 • 12 min
– Discussion on TSLA’s interesting stock price movement on 07/02 – Thoughts on Q2 official production and delivery numbers – InsideEVs believes Tesla triggered the beginning of the US federal EV tax credit in Q2 Homework: Elon Musk vs. Short Sellers…
5,000 Model 3s (07.02.18)
Jul 2, 2018 • 11 min
– Discussion on Tesla’s production in the final week of Q2-18 – What these production numbers mean for the long-term Homework: Elon Musk vs. Short Sellers Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
Puerto Rico Requests Bids for Utility Scale Energy Storage Projects (06.29.18)
Jun 29, 2018 • 8 min
– Discussion of Puerto Rico’s request for bids from non-government entities for large scale energy storage projects Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden…
Huge Model 3 Invites, Elon Musk Remains Bullish, Panasonic Update on Cell Production (06.28.18)
Jun 28, 2018 • 6 min
– Tesla invites a huge number of Model 3 reservation holders to configure – Tesla registers dual motor AWD VINs with NHTSA – Another internal Elon Musk email leaked to Bloomberg – Panasonic shares an update on battery cell production Links: Email >…
Performance Model 3 Price Dropped to $64k, Other Design Studio Changes (06.27.18)
Jun 27, 2018 • 7 min
– Tesla has lowered the base price of the Performance Model 3 from $78k to $64k – Other significant Design Studio updates Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome…
Model 3 Firmware Update, Tesla Energy Updates, Audi e-tron quattro Launch Delayed (06.26.18)
Jun 26, 2018 • 5 min
– Model 3 firmware update 2018.24.1 – Audi e-tron quattro launch delayed due to CEO arrest – Delivery updates on a handful of Tesla product Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast…
Gigafactory Production, Autopilot Development (06.25.18)
Jun 25, 2018 • 6 min
– A Tesla employee tweets about production rates at the Gigafactory – Elon tweets a photo of development mode Autopilot settings Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer…
Tesla Files Lawsuit Against Former Employee (06.22.18)
Jun 22, 2018 • 10 min
– Tesla has filed a civil lawsuit in Nevada federal court against former employee Martin Tripp, who claims whistleblower status Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer…
Model 3 Production Claims by Business Insider (06.20.18)
Jun 20, 2018 • 5 min
– Business Insider claims to have seen internal documents disclosing 2018 Model 3 production (Link) Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive…
Tesla’s New Tent, Sabotage (06.19.18)
Jun 19, 2018 • 8 min
– Tesla adds another Model 3 general assembly line in a new structure at Fremont – An employee caught sabotaging Tesla Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome…
TSLA Short Squeeze (06.18.18)
Jun 18, 2018 • 9 min
– Elon continues to tweet about TSLA shorts – Audi CEO arrested Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Music by Evan Schaeffer…
The Boring Company Wins Chicago Project, Elon Musk Buys More TSLA Stock (06.15.18)
Jun 15, 2018 • 7 min
– Elon Musk purchased $25M more of TSLA stock – The Boring Company wins a bid to build an underground transit system in Chicago, Elon Musk speaks at press conference (Link) Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
Tesla Lays Off ~9% of Employees, Thoughts on TSLA Stock (06.14.18)
Jun 14, 2018 • 7 min
– Some thoughts on TSLA stock – Tesla lays off about 9% of employees Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Music by Evan…
2018 Shareholder Meeting – Part 3 (06.11.18)
Jun 10, 2018 • 7 min
– Continuing discussion on Tesla’s 2018 shareholder meeting, specifically on upcoming products Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer…
NTSB Preliminary Report on Fatal Model X Accident (06.08.18)
Jun 8, 2018 • 11 min
– NTSB releases preliminary report on Model X accident that occurred in March – Bloomberg tours Fremont (Link) Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden…
2018 Shareholder Meeting – Part 2 (06.07.18)
Jun 7, 2018 • 7 min
– Thoughts on TSLA price action yesterday, as well as continued discussion on the 2018 shareholder meeting Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden…
Tesla 2018 Shareholder Meeting – Part 1 (06.06.18)
Jun 6, 2018 • 7 min
– Thoughts on the important short-term news from Tesla’s 2018 shareholder meeting Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Music…
Model 3 Reservation Refunds, JB Shares Thoughts on Tesla Energy (06.05.18)
Jun 5, 2018 • 6 min
– Credit/debit card data analysis company Second Measure reports their findings on Model 3 reservation cancellations (Link) – Tesla CTO JB Straubel shares some thoughts on Tesla Energy (Link) Links: Email > [email protected] Twitter >…
German Engineers Analyze Model 3 (06.04.18)
Jun 4, 2018 • 6 min
– German engineers commissioned by German automakers have done a complete teardown of early Model 3s, leading to significant findings on cost and content of materials (Link) Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
Consumer Reports Changes View on Model 3 (05.30.18)
May 30, 2018 • 3 min
– After an over-the-air firmware update, Consumer Reports has changed their point of view on the Model 3 Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive…
TSLA Outlook for the Next Few Quarters (05.29.18)
May 29, 2018 • 9 min
– Thoughts on the upcoming debates surrounding Tesla’s next few quarterly earnings reports Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob…
05.25.18 – Next-Gen Supercharger, More on Performance Model 3
May 25, 2018 • 6 min
– Thoughts on Elon’s announcement on the future unveiling of next-gen Superchargers – More discussion on the Performance Model 3 Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer…
05.24.18 – AWD & Performance Model 3
May 24, 2018 • 7 min
– Tesla opens up configuration for AWD and Performance Model 3 Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Music by Evan Schaeffer…
05.10.18 – AAA Survey, California Solar, and Vacation
May 10, 2018 • 6 min
– AAA survey indicates 20% of American car buyers will likely purchase an EV as their next vehicle (Link) – Beginning in 2020, California will require new homes to include solar power (Link) Links: Email > [email protected] Twitter >…
05.08.18 – Reports on Model 3 Supplier Production Rates
May 8, 2018 • 7 min
– Discussing production rates for Model 3 for May and June – Reports on Model 3 supplier production rates (Bloomberg) Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome…
05.07.18 – Q1 2018 Earnings Report (Part 4: The Last Part)
May 7, 2018 • 14 min
– Part 4 of 4: Concluding discussion on Tesla’s Q1 earnings report Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Music by Evan Schaeffer Disclosure: Rob Maurer…
05.04.18 – Q1 2018 Earnings Report (Part 3: Pace of Innovation)
May 4, 2018 • 10 min
– Part 3 of 4: Continuing discussion on Tesla’s Q1 earnings report Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Music by Evan Schaeffer Disclosure: Rob Maurer…
05.03.18 – Q1 2018 Earnings Report (Part 2: “Musk’s Tantrum”)
May 4, 2018 • 14 min
– Part 2 of 3: Continuing discussion on Tesla’s Q1 earnings report, particularly Elon Musk’s interaction with analysts Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome…
05.02.18 – Q1 2018 Earnings Report (Part 1)
May 3, 2018 • 11 min
– Initial impressions from Tesla’s Q1 2018 earnings reports and shareholder letter Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Music by Evan Schaeffer…
05.01.18 – Success!
May 1, 2018 • 1 min
– Success! Galileo Russell will have a chance to ask a question on the Q1 earnings call Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Music by Evan Schaeffer…
04.30.18 – Increasing Access on TSLA’s Earnings Call
Apr 30, 2018 • 3 min
– Help retail investors have a voice on Tesla’s earnings calls (https://youtu.be/cawe5iWGheU) Below is a template of an email, feel free to use your own words. Optionally cc Galileo if you wish to. **** To: [email protected]com, [email protected] cc:…
04.27.18 – Uninvested Bull Case: Daniel Prince
Apr 27, 2018 • 17 min
– Listener Daniel Prince shares his thoughts on Tesla – Adventures in Finance: Tesla Bull Case – Wait But Why: How Tesla Will Change the World Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast…
04.26.18 – Tesla’s VP of Autopilot Leaves for Intel, More Canadian Reservation Holders Invited to Configure
Apr 26, 2018 • 4 min
– Tesla’s VP of Autopilot hardware and software, Jim Keller, leaves Tesla for Intel after 2 1/4 years at Tesla – Large group on Canadian Model 3 reservation holders invited to configure Links: Email > [email protected] Twitter > @teslapodcast…
04.25.18 – Elon Musk’s Letter to Employees, Q2 Production Estimate
Apr 25, 2018 • 11 min
– Discussing Elon’s mid-April letter to Tesla employees – Q2 Model 3 production and delivery estimates Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Music by…
04.24.18 – Q1 Deliveries Part Deux
Apr 24, 2018 • 6 min
– Part two discussion of Tesla’s Q1 deliveries/production Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Music by Evan Schaeffer Disclosure: Rob Maurer is long…
04.23.18 – Q1 Deliveries Part One, Investor Sentiment
Apr 23, 2018 • 10 min
– Part one discussion of Tesla Q1 deliveries/production – Thoughts on investor sentiment Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Music by Evan Schaeffer…
04.16.18 – Current State of Business
Apr 16, 2018 • 12 min
– Moody’s credit rating – Tesla bankruptcy risk & cap raises Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Music by Evan Schaeffer Disclosure: Rob Maurer is long…
03.22.18 – Podcast Status Update, AP2 v10.4, Tesla Begins Canadian Model 3 Orders
Mar 22, 2018 • 4 min
– Update on the status of Tesla Daily – Tesla autopilot on version 10.4 – Tesla begins invitations for Canadian Model 3 reservation holders Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast…
03.13.18 – Model 3 VIN Updates, TSLA Price Action
Mar 13, 2018 • 4 min
– New highest Model 3 VIN sighting and VIN assignment – Discussion of TSLA stock price action from Monday 3/12 Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden…
03.12.18 – More Model 3 VINs Registered, Model 3 Production Temporarily Stopped in February, Supercharger Network Fees, Elon Talks Self-Driving
Mar 12, 2018 • 6 min
– Tesla registers more Model 3 VINs with NHTSA on March 10th – Tesla confirms Model 3 production halt for 5 days in February – Supercharger network fees have increased (chart of new/old rates courtesy of redditor u/feurie) – Elon Musk interviewed at SXSW…
03.09.18 – Model 3 VINs, Elon Tweets @Trump
Mar 9, 2018 • 11 min
– Model 3 VIN analysis – Elon tweets at Donald Trump regarding tariffs – Model 3 owner referral codes – Ontario, Canada EV incentives updated Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast…
03.08.18 – GM CEO Comments on EV Plans
Mar 8, 2018 • 4 min
– GM CEO Mary Barra shares some thoughts on Chevy Bolt production and EV tax credits Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Music by Evan Schaeffer
03.07.18 – Tesla Semi in Action, Jaguar I-PACE Pricing, Checking In
Mar 7, 2018 • 6 min
– Tesla tests the Semi with real cargo – Jaguar announces US pricing for the I-PACE Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Music by Evan Schaeffer
03.01.18 – Steel/Aluminum Tariffs, InsideEVs February Delivery Estimates, Jaguar I-PACE, Bosch’s Battery Plans
Mar 1, 2018 • 7 min
– Trump proposes steel and aluminum tariffs – InsideEVs publishes February delivery estimates – Jaguar officially unveils the I-PACE – Bosch makes a decision on battery production Links: Email > [email protected] Twitter > @teslapodcast Patreon…
02.28.18 – Solar Installation Begins at GF1, Hong Kong Announces New EV Incentives, Hyundai Unveils New EV
Feb 28, 2018 • 5 min
– Tesla begins installing solar panels on GF1 – Hong Kong announces new budget which reintroduces some previously cut EV incentives – Hyundai unveils new EV to launch in late 2018 Links: Email > [email protected] Twitter > @teslapodcast Patreon…
02.27.18 – German Federal Court Rules to Allow Cities to Ban Diesel Vehicles, Porsche Discontinues Diesel Vehicles, CA DMV to Allow Fully Driverless Vehicle Testing on Public Roads
Feb 27, 2018 • 6 min
– The Federal Administrative Court of Germany has ruled to allow German cities to ban diesel vehicles – Porsche will end production of all diesel engine vehicles – California DMV to allow testing of fully driverless vehicles as soon as April 2018 Links:…
02.26.18 – Daimler, DHL, Musk Comment on Tesla Semi
Feb 26, 2018 • 6 min
– Daimler expresses skepticism on the Tesla Semi – Musk expects to exceed announced specifications – DHL discusses Semi payback period Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive…
02.23.18 – First Non-Owners Invited to Configure, Improved AP2 Software in Beta Testing, TSLA Stock
Feb 23, 2018 • 13 min
– Discussion on TSLA’s recent performance – The first group of non-owner Model 3 reservation holders has been invited to configure with 3-6 week delivery estimates – Tesla is beta testing a new and improved version of Autopilot 2 software Links: Email >…
02.22.18 – New Highest VIN, S/X Delivery Estimates Pushed Out, Spaceman Marketing Impact
Feb 22, 2018 • 10 min
– New highest Model 3 VIN spotted – Customer order delivery estimates for S/X in the US had been pushed out to June for all variants – Discussing the halo effect of the Falcon Heavy launch on Tesla Links: Email > [email protected] Twitter >…
02.19.18 – Model 3 Initial Quality and Owner Satisfaction
Feb 19, 2018 • 5 min
– LA Times reports on Model 3 initial quality and Tesla shares some empirical data on owner satisfaction Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Music by…
02.16.18 – Model 3 Crash, Dyson’s EVs, Solid State Batteries
Feb 16, 2018 • 11 min
– A Model 3 involved in a serious crash leads to new feature development – New information on Dyson’s electric vehicles – High level thoughts on solid state batteries – A new show format concept for the Tesla Daily podcast Links: Email >…
02.15.18 – Increased US Federal Gasoline Tax Being Discussed, More Current Owners Invited to Configure
Feb 15, 2018 • 6 min
– President Trump reportedly in support of a $0.25/gallon increase in US federal gasoline and diesel fuel tax – More current owners invited to configure Model 3 Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
02.14.18 – VIN Updates, New Analyst Price Targets, Tesla’s 2018 Guidance
Feb 14, 2018 • 7 min
– New VIN assignments provide some validation of our methodology – Citic initiates coverage on TSLA, Baird reiterates targets – Updating the revenue breakdown of Tesla’s 2018 guidance Links: Email > [email protected] Twitter > @teslapodcast…
02.13.18 – Q4 Earnings Part Two, Roadster in Space
Feb 13, 2018 • 10 min
– Taking a closer look at Q4 financials – The value of Tesla’s Roadster in space Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Music by Evan Schaeffer
02.12.18 – Tesla Q4 Earnings, Model 3 Delivery Estimate Updates, + Bonus Prerecorded Episodes
Feb 12, 2018 • 26 min
– Q4 earnings recap, part one – Model 3 delivery estimates updated – Prerecorded episodes from last week (Model 3 VINs, Q4 earnings preview) Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast…
02.05.18 – TSLA Outperforms in Tough Macro Environment Last Week
Feb 5, 2018 • 4 min
– TSLA stock finished in the green on the week while major indexes had their worst performance in two years Links: Email > [email protected] Twitter > @teslapodcast Facebook > facebook.com/tesladaily Patreon > patreon.com/tesladailypodcast…
02.02.18 – Model 3 VIN Registrations & January Delivery Estimates, Tesla Semi Charging, Tesla Energy in Home Depot
Feb 2, 2018 • 10 min
– Tesla registers 1,262 new VINs with NHTSA – InsideEVs publishes their estimate for January Model 3 deliveries – UPS, PepsiCo, and Annheuser-Busch are partnering with Tesla to build charging stations at their facilities – Tesla partners with Home Depot…
02.01.18 – Tesla Updates Referral Program, More on California’s Disengagement Report
Feb 1, 2018 • 6 min
– Tesla updates referral program and adds new secret reward level – More discussion on the California autonomous driving disengagement report Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast…
01.31.18 – Autonomous Driving Disengagement Report, Tesla’s $546M Bond
Jan 31, 2018 • 8 min
– Tesla and others file autonomous driving disengagement reports for public testing in California in 2017 – Tesla’s $546M ABS bond is in high demand Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast…
01.30.18 – Waymo Looks to Expand Self-Driving Fleet, Mercedes-Benz Shares More Detail on EV Plans
Jan 30, 2018 • 6 min
– Waymo orders thousands more hybrid Pacificas from Chrysler for self-driving fleet – Mercedes-Benz shares a little more detail on their EV plans Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast…
01.29.18 – Tesla Plans to Issue $546M Bond, New Highest Model 3 VIN
Jan 29, 2018 • 3 min
– Tesla plans to issue new $546M lease-backed bond – Model 3 VIN 6420 allegedly spotted Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Music by Evan Schaeffer
01.26.18 – CNBC Speculates on Additional Model 3 Delays, Model 3 VIN Above 10,000 Registered with NHTSA
Jan 26, 2018 • 9 min
– CNBC article causes 2% drop in TSLA on Thursday, Tesla responds – Tesla registers more VINs with NHTSA, including a VIN above 10,000 – Model 3 will be on display in 5 more stores in the US Links: Email > [email protected] Twitter >…
01.25.18 – More Model 3 Configurations/VINS, Autopilot Accident, Impact of Musk’s Compensation Plan on Employees & Investors
Jan 25, 2018 • 9 min
– Another group of current owner Model 3 reservation holders are granted access to configure – Model 3 VIN assignments reach a new threshold – Autopilot crash leads to another government investigation – Discussion on the impact of Musk’s proposed…
01.24.18 – Solar Tariffs, More on Musk’s Compensation Plan
Jan 24, 2018 • 8 min
– Further discussion on the new proposed CEO compensation plan – Discussion on the new 30% solar import tariff Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden…
01.23.18 – Elon Musk’s New Proposed CEO Compensation Plan
Jan 23, 2018 • 11 min
– Tesla announces new proposed CEO compensation plan for Elon Musk Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Music by Evan Schaeffer
01.22.18 – Dual Motor All-Wheel Drive VINs, Dream Cars, Polestar
Jan 22, 2018 • 4 min
– Tesla registers the first dual motor all-wheel drive VINs with NHTSA – Tesla Model S ranks first amongst millennials’ dream cars – Volvo’s sub-brand, Polestar, gives production guidance Links: Email > [email protected] Twitter > @teslapodcast…
01.19.18 – Tesla Updates Model S Premium Wheels, Model 3 Aero Wheel Design/Efficiency, More Model 3s in Stores
Jan 19, 2018 • 5 min
– Tesla updates 21″ premium wheels for Model S – Insight on Model 3 aero wheel design and efficiency – Display Model 3s are heading to stores in Boston, Florida, Manhattan, and two more California stores Links: Email > [email protected] Twitter…
01.18.18 – Model 3 Production, Configuration, Design & Two Managers of Engineering Part Ways with Tesla
Jan 18, 2018 • 7 min
– Tesla production rate update from investor meeting at Detroit Auto Show – New batch of current owner reservation holders are able to configure Model 3 – Model 3 wins Automobile Mag’s Design of the Year award for 2018 – Two managers of engineering part…
01.17.18 – Ferrari, Infiniti Announce Electric Vehicle Plans
Jan 17, 2018 • 5 min
– Ferrari discusses plans for build an all-electric supercar – Infiniti plans to electrify a portion of their new models in 2021 Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer…
01.16.18 – Discussion on Byton’s Prototype Unveiling at CES
Jan 16, 2018 • 10 min
– Discussion on electric vehicle startup Byton’s first prototype and business strategy Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Music by Evan Schaeffer
01.15.18 – Thoughts on Competition, Ford to Invest $11B in Electrification
Jan 15, 2018 • 11 min
– Ford plans to invest $11B in electrified vehicles by 2022 – Musings on competition’s EV plans Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Music by Evan…
01.12.18 – Model 3 Headliner, New Highest VIN, and First Display Vehicles
Jan 12, 2018 • 9 min
– More discussion on the Model 3 headliner material and Tesla’s communications – New highest Model 3 VIN sighting – Tesla puts display Model 3s in two stores Adventures in Finance links: iTunes | Web Links: Email > [email protected] Twitter >…
01.11.18 – Rhode Island Direct Sales, Model 3 Headliner
Jan 11, 2018 • 3 min
– Rhode Island will officially allow Tesla to sell directly to consumers in the state – In a developing story, Tesla has reportedly shipped some Model 3s with a cloth headliner instead of the alcantara headliner Links: Email > [email protected]
01.10.18 – Tesla/Neoen May Partner Again on Even Larger Australian Energy Project
Jan 10, 2018 • 3 min
– Tesla and renewable energy company Neoen may partner again on an even larger energy project in Queensland, Australia Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome…
01.09.18 – TSLA, Solar Roof, Autowipers, Key Cards, r/teslamotors
Jan 9, 2018 • 7 min
– TSLA stock performance on Monday 01/08 – Tesla takes initial steps with non-employee customers for Solar Roof deliveries – Autowiper beta issues reported – Model 3 key card replacement costs – Tesla’s subreddit growth Links: Email >…
01.08.18 – Model 3 Acceleration, Nvidia Xavier SOC, Aurora
Jan 8, 2018 • 5 min
– DragTimes tests the acceleration of the long-range Model 3 and it outperforms Tesla’s official numbers – Nvidia unveils a new system on a chip at CES – News on Aurora, a company founded by Tesla’s former director of Autopilot, Sterling Anderson Links:…
01.05.18 – Q1 Delivery & Production Estimates
Jan 6, 2018 • 9 min
**Note: I misspoke on TSLA performance on the week. TSLA was up 1.24% vs. the Nasdaq up 3.04%** – Discussion on Q1 delivery and production estimates for Model S, X, and 3 Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
01.04.18 – Owners Outside of CA Invited to Configure Model 3, Another Tesla Energy Project in Australia
Jan 4, 2018 • 5 min
– Tesla sends out first public configuration invitations to owners outside of California – Tesla and Neoen will partner again for another battery project in Australia Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
01.03.18 – Q4 Production & Delivery Numbers
Jan 4, 2018 • 15 min
– Breaking down all the details from the Q4 delivery and production report Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Music by Evan Schaeffer
01.02.18 – Model 3 Cannonball Run, Model 3 Reviews, New Highest VIN, Tesla Inventory
Jan 2, 2018 • 6 min
– Model 3 sets a new EV cannonball run record – Professional driver shares impressions on a Model 3 – New highest VIN is 3040 – Tesla posts more than 200 Model S & X inventory vehicles online Links: Email > [email protected] Twitter >…
01.01.18 – AP2 Update Finally Adds Auto-Wipers, Q4 Delivery Estimates
Jan 1, 2018 • 6 min
– Autopilot 2 firmware update finally includes automatic rain-sensing wiper capability as a beta feature – Now that Q4 is closed, I share my expectations for Q4 delivery numbers Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
12.29.17 – Interview with MIT Research Scientist Lex Fridman
Dec 29, 2017 • 52 min
– MIT researcher and lecturer Lex Fridman joins the show to discuss his thoughts on autonomous driving, simulation vs. real world data, human/AI interaction, and ethics in autonomy – Lex’s team’s study can be found here: https://hcai.mit.edu/mit-avt.pdf…
12.28.17 – Tesla Registers 3,500+ New Model 3 VINs with NHTSA
Dec 28, 2017 • 4 min
– Tesla registers 3,568 more VINs with NHTSA, with 8,362 being the highest registered VIN Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan Schaeffer
12.27.17 – KeyBanc Updates Analyst Note on TSLA
Dec 27, 2017 • 5 min
– KeyBanc Capital Markets updates analyst note, shows investors how valuable some analyst notes are Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan Schaeffer
12.26.17 – Musk Tweets About AP2, Pickup, and UX Updates; 2018 Supercharger Plans
Dec 26, 2017 • 7 min
– Elon Musk tweets about Autopilot 2, pickups, Tesla Energy, and upcoming user experience improvements – Tesla updates Supercharger network plans for 2018 Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
12.25.17 – Tesla Model 3 Road Trip Interview
Dec 25, 2017 • 11 min
– Early Model 3 owner is touring the United States and Canada to show people the car – You can find the stops and more information at www.facebook.com/tsla3 Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
12.22.17 – Model 3 Updates, Mapping/Navigation Updates, SpaceX’s Falcon Heavy
Dec 22, 2017 • 7 min
– Model 3 VINs 2891 and 2802 have been assigned, no Model 3 annual supercharging credit confirmed – Elon teases new mapping and navigation update for early 2018 – Image of Elon’s Tesla Roadster being prepared as payload on SpaceX’s Falcon Heavy Links:…
12.21.17 – Model 3 Battery Capacity Warranty, Jaguar I-Pace Pricing
Dec 21, 2017 • 5 min
– Tesla releases warranty details including battery capacity warranty for Model 3 – Jaguar announces pricing for their first all-electric vehicle, the I-Pace Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
12.20.17 – Model 3 Deliveries to Non-Employees Begin Today, More Model 3 VINs Registered, UPS Reserves 125 Tesla Semis
Dec 20, 2017 • 8 min
– Multiple reports of non-employee Model 3 reservation holders being scheduled for delivery over the next week – Tesla registers more Model 3 VINs with NHTSA – UPS has reserved 125 Tesla Semis Links: Email > [email protected] Twitter >…
12.19.17 – Norway Registrations at All-Time Highs, Tesla Semi & Model 3 Updates
Dec 19, 2017 • 8 min
– Norway’s Q4 registration statistics and what that means for Tesla – Minor updates on Tesla Semi and Model 3 Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan Schaeffer
12.18.17 – Ontario Adds Rebate for Electric Trucks, Model 3 Configuration Updates
Dec 18, 2017 • 7 min
– Ontario introduces up to $75,000 rebate for electric trucks – Another batch of configuration invitations goes out, and some owners outside of CA are reportedly included Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
12.15.17 – More Model 3 Configuration Invitations, Bosch CEO Interview is a Must-Read
Dec 15, 2017 • 13 min
– The 3rd batch of non-employee invitations to configure Model 3 has been sent out by Tesla, 1 week after last batch – Bosch CEO Volkmar Denner does an interview that is a must-read: Link Links: Email > [email protected] Twitter > @teslapodcast…
12.14.17 – Positive News from Model 3 Supplier, Update on US Federal EV Tax Credit
Dec 14, 2017 • 5 min
– Tesla supplier Hota Industrial Manufacturing Company announces increased production targets for Model 3 parts – Bloomberg provides an update on the status of the federal EV tax credit in tax bill negotiations Links: Email > [email protected]
12.13.17 – Tesla Model X Recognized by Forbes, Strategic Vision
Dec 13, 2017 • 7 min
– Tesla Model X recognized by Forbes, Strategic Vision – BMW CEO link Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan Schaeffer
12.12.17 – Pepsi Reserves 100 Tesla Semis, Model 3 News, Short Interest Update
Dec 12, 2017 • 6 min
– PepsiCo, owner of the largest class 8 fleet in the United States, reserves 100 Tesla Semis – Model 3 new highest VIN 2556 spotted, delivery timing updates – Short interest in TSLA increases to 31.2M shares Links: Email > [email protected]
12.11.17 – Elon Musk Updates Full Self-Driving Timeline, Fremont Delivery Center Stocked with Model 3s
Dec 11, 2017 • 6 min
– Elon Musk updates his timeline for full self-driving – Numerous Model 3s spotted at Tesla’s Fremont delivery center – Photo confirms Model 3 autopilot cameras are able to defrost themselves Links: Email > [email protected] Twitter >…
12.08.17 – Sysco Reserves 50 Tesla Semis, Tesla Confirms Development of AI Chip, Model 3 Configuration Invites
Dec 8, 2017 • 6 min
– Food service distribution company Sysco has placed a reservation for 50 Tesla Semis – Elon Musk confirms that Tesla is working on developing its own chip for artificial intelligence – Second batch of Model 3 configuration invites have been sent out,…
12.07.17 – Anheuser-Busch Reserves 40 Tesla Semis, Encouraging Model 3 Updates
Dec 7, 2017 • 7 min
– Anheuser-Busch places a reservation for 40 Tesla Semis – Non-employee scheduled for Model 3 delivery – New highest VIN sighting for Model 3 Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music…
12.06.17 – Interview with Trucking Industry TSLA Investor
Dec 6, 2017 • 48 min
– A Tesla investor who works in the trucking industry shares his point of view on the Tesla Semi Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan Schaeffer
12.05.17 – Interview with Tesla Semi Reservation Holder Breytner Transport
Dec 5, 2017 • 35 min
– Marie-Jose Baartmans, partner at Breytner Transport, discusses the decision to place one of the first European reservations for a Tesla Semi and shares her thoughts on the current landscape of the transportation industry Links: Breytner Transport >…
12.04.17 – Federal EV Tax Credit, Model 3 Deliveries & New Highest VIN
Dec 4, 2017 • 5 min
– Model 3 VIN 1910 has been spotted, InsideEVs estimates November deliveries – Redditor takes delivery of a Model 3 – Update on United States federal EV tax credit Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
12.01.17 – Five More Companies Reserve Tesla Semi, SA Battery Power, Germany EV Incentives
Dec 1, 2017 • 5 min
– Five more companies have placed reservations for the Tesla Semi – Tesla’s South Australian battery discharges at an even higher peak rate – Tesla Model S loses eligibility for EV incentive in Germany Links: Email > [email protected] Twitter >…
11.30.17 – Model 3 at LA Auto Show, Misleading Reports, Tesla Semi Performance
Nov 30, 2017 • 11 min
– Model 3 makes an appearance at the LA Auto Show – Examining a couple of reports on Model 3 range and Tesla’s battery production – Tesla Semi performance benefits Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
11.29.17 – New Semi Reservations, Waymo/Uber’s Legal Battle, SpaceX Valuation
Nov 29, 2017 • 7 min
– DHL places reservation for 10 Tesla Semis – New information in Waymo’s lawsuit against Uber (Link) – SpaceX’s updated valuation and what it means for Tesla Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
11.28.17 – Motor Trend Car of the Year is not the Model 3, Firmware Update Adds New Features, Short Interest Update
Nov 28, 2017 • 6 min
– Motor Trend awards Alfa Romeo with the 2018 Car of the Year – Model 3 firmware update adds new features – TSLA short interest reaches 6-month high Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast…
11.27.17 – New Tesla Semi Details, Model 3 VINs, SA Battery Project Starts Charging
Nov 27, 2017 • 6 min
– Model 3 VIN number 1131 has been spotted – Jerome Guillen shares new details on the Tesla Semi in European presentation – Tesla’s South Australian battery project begins charging and discharging Links: Email > [email protected] Twitter >…
11.24.17 – Reservation Holders Share New Details on Tesla Semi
Nov 24, 2017 • 5 min
– NFI Industries and Bison Transport place reservations for the Tesla Semi – New details on Semi production plans and Tesla’s prototype Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by…
11.23.17 – Tesla Semi Pricing, South Australian Battery Project Completed
Nov 23, 2017 • 12 min
– Tesla releases expected pricing on the Tesla Semi – Total cost of ownership and battery costing analysis – Tesla completes 100MWh battery project in South Australia Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
11.22.17 – Model 3 Design Studio Opens to Some Non-Employees, Tesla Semi Reservations, Nikola Zero
Nov 22, 2017 • 12 min
– Tesla opens the design studio to select non-employee Model 3 reservation holders – Two more companies place reservations for the Tesla Semi – Electrek tests a new all-electric UTV from Nikola Motor (Link) Links: Email > [email protected]
11.21.17 – Model 3 Updates, Morgan Stanley Analyst Note, Uber/Volvo
Nov 21, 2017 • 8 min
– More Model 3 VINs registered with NHTSA – Model 3 is a finalist for 2018 Motor Trend Car of the Year – Model 3 Long Range tested at 4.8 second 0-60mph – Adam Jonas updates investor note – Uber and Volvo announce that they will continue to work together…
11.20.17 – Interview with a Tesla Semi Reservation Holder
Nov 20, 2017 • 22 min
– Tesla Semi reservation holder Chace Barber joins the show to discuss why he reserved, how the Tesla Semi might fit in his business, and how competitive the semi could be in the trucking industry Links: Email > [email protected] Twitter >…
11.17.17 – Analyzing the Tesla Semi & the Tesla Roadster
Nov 17, 2017 • 29 min
– Tesla unveils the Tesla Semi and the next-generation Tesla Roadster – Analyzing these products and what they might mean for Tesla’s competitive position and valuation Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
11.16.17 – VW Invests in EVs in China, Rolling Stone Interviews Elon Musk, Supercharging Cafe/Lounge, Model 3 Updates
Nov 16, 2017 • 11 min
– Volkswagen announces $12B investment in China for electric vehicles (Link) – Rolling Stone interviews Elon Musk (Link) – New supercharging location opens with a Tesla cafe & lounge – Model 3 VIN sightings – The Tesla Show drives a Model 3 Links: Email >…
11.15.17 – TSLA Short Predicts Elon Musk Will Step Down as CEO by 2020, Tesla Lawsuits
Nov 15, 2017 • 9 min
– Jim Chanos adds to short position and predicts Elon will step down as CEO by 2020 – Tesla sued for racial discrimination Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan Schaeffer
11.14.17 – Understanding Model 3 VIN Batching, Cancellation Rates
Nov 14, 2017 • 5 min
– What information we can learn about the production ramp from Model 3 VIN sightings – Model 3 reservation cancellation rate due to production delays Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
11.13.17 – Model 3 Production, Fit & Finish
Nov 13, 2017 • 4 min
– Bernstein says Model 3 fit & finish is “relatively poor”, but also says it probably won’t matter – New Model 3 production video – New highest Model 3 VIN spotted Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
11.10.17 – Tesla Secures 48MWh Energy Project, Federal EV Tax Credit Update, Short Interest Update
Nov 10, 2017 • 7 min
– Tesla secures 48MWh energy project with Nantucket, Massachusetts – Federal $7,500 EV tax credit apparently remains in Senate’s proposed federal tax bill – TSLA Short Interest Update Links: Email > [email protected] Twitter > @teslapodcast…
11.09.17 – Model 3 October Production Numbers, Model S 100D Quicker than Advertised, Autopilot’s Neural Network
Nov 9, 2017 • 6 min
– Electrek.co reports that Tesla produced 180 Model 3’s in October – Model S 100D 0-60 mph tested at 3.6 seconds, faster than advertised 4.1 second 0-60 – New details on Autopilot’s neural network Links: Email > [email protected] Twitter >…
11.08.17 – Waymo Begins Driverless Full Self-Driving, The Tesla Show
Nov 8, 2017 • 7 min
– Waymo’s fully self-driving vehicles  are test-driving on public roads, without anyone in the driver’s seat – Guest appearance on The Tesla Show Q3 earnings report episode Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
11.07.17 – Tesla Acquires Another Engineering Company, Battery Director Departs, New Model 3 VIN
Nov 7, 2017 • 5 min
– Tesla has acquired Minnesota-based engineering company Perbix – Tesla’s Director of Battery Technology, Jon Wagner, has left the company – Model 3 VIN 1088 reportedly spotted Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
11.06.17 – Tesla’s Next 5-Year Growth Rate, New Highest Model 3 VIN
Nov 6, 2017 • 8 min
– Digging in to Elon’s comments on Tesla’s growth rate over the next 5 years – Model 3 VIN #869 has been spotted Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan Schaeffer
11.03.17 – Tax Bill Could Eliminate $7,500 US Tax Credit
Nov 3, 2017 • 5 min
– Newly proposed tax bill would eliminate the $7,500 US Federal tax credit for electric vehicles – To easily contact your representatives, you can use this website: https://org.salsalabs.com/o/2711/p/dia/action4/common/public/?action_KEY=22515 Links:…
11.02.17 – Q3 Earnings Report Review
Nov 2, 2017 • 28 min
– Q3 2017 earnings report review Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan Schaeffer
11.01.17 – Q3 Earnings Report Preview, Panasonic CEO Comments on Gigafactory Bottlenecks
Nov 1, 2017 • 16 min
– Q3 2017 earnings report preview – Panasonic CEO says Gigafactory production bottlenecks are understood and should be resolved quickly Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by…
10.31.17 – The Cost of Converting Puerto Rico’s Energy Infrastructure
Oct 31, 2017 • 9 min
In this episode: – Understanding what the cost of converting Puerto Rico’s energy infrastructure to solar/storage might be, and if that is a good investment opportunity Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
10.30.17 – Guest Discussion with New Tesla Solar Customer
Oct 30, 2017 • 37 min
In this episode: – Diego joins the show to discuss his new Tesla solar system 2:12 – Background on Diego’s interest in solar 3:10 – Original cost quotes from SolarCity and others 4:00 – Diego’s energy consumption 5:15 – Electrical code requirements 6:38 –…
10.27.17 – Production Hell, Parts Orders, Model 3 EPA Document Confirms 334 Mile Range
Oct 27, 2017 • 10 min
In this episode: – Elon provides an update on production hell – A Model 3 supplier provides a better update on production hell – A new EPA document confirms official range and provides new details on long range Model 3 Links: Email >…
10.26.17 – Autopilot Firmware Update, Panasonic Increases Investment in Battery Production, Thoughts on TSLA Price This Week
Oct 26, 2017 • 12 min
In this (50th!) episode: – Tesla has added references to more cameras in the most recent Autopilot update – Panasonic reportedly increasing investment in battery production for EVs, including at the Tesla Gigafactory – I share my thoughts on TSLA stock…
10.25.17 – Tesla’s First Energy Project In Puerto Rico, Daimler Unveils Electric Semi Concept
Oct 25, 2017 • 8 min
In this episode: – Tesla’s first solar+storage energy project in Puerto Rico goes live – Daimler unveils electric semi truck concept with 220 miles of range Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
10.24.17 – Analyzing the China Auto Market, Edmunds Rates Tesla on Active Safety Features, Tokyo Auto Show
Oct 24, 2017 • 9 min
In this episode: – Analyzing Tesla’s opportunity in the Chinese auto market – Edmunds rates Tesla on active safety features and what that indicates – Tokyo Auto Show this week Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
10.23.17 – Tesla Reportedly Reaches Agreement to Manufacture in China, More News on Puerto Rico
Oct 23, 2017 • 6 min
In this episode: – Tesla reportedly reaches preliminary agreement for wholly-owned manufacturing facility in China – New information on Tesla and Puerto Rico Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
10.20.17 – More Model 3 VINs Registered with NHTSA, EAP Might Have a New Feature, Google Invests in Lyft
Oct 20, 2017 • 9 min
In this episode: – Tesla registers 1,000 more Model 3 VINs with NHTSA, and what that really means for production – Early unconfirmed reports of the first differentiating feature of Enhanced Autopilot – Alphabet (Google) takes $1B stake in ride-sharing…
10.19.17 – Detailing Tesla’s Production Strategy, Mobile Service to go Electric
Oct 19, 2017 • 9 min
In this episode: – Understanding Tesla’s vertical integration strategy (Wired.com) – Tesla’s mobile service vans to go all-electric Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan…
10.18.17 – No Supercharging Credit For Model 3 & Impact on Tesla, Performance Model 3 Spotted Testing?
Oct 18, 2017 • 8 min
In this episode: – Model 3 will not get any Supercharging credits, and what that means for Tesla as a company – Performance version of the Model 3 likely spotted testing in Fremont Links: Email > [email protected] Twitter > @teslapodcast Patreon…
10.17.17 – Analyst Note Provides Insight to Model 3 Production Problems, Nomura Reiterates $500 Price Target
Oct 17, 2017 • 6 min
In this episode: – New investor note from Oppenheimer adds color on Tesla’s cash plans and Model 3 production – Nomura reiterates street-high $500 price target Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
10.16.17 – Tesla Fires Hundreds, Powerpacks in Puerto Rico, Model 3 VIN Update
Oct 16, 2017 • 8 min
In this episode: – Tesla fires hundreds of employees in Fremont after performance reviews – Powerpacks spotted in Puerto Rico – New highest Model 3 VIN sighting Links: Email > [email protected] Twitter > @teslapodcast Patreon >…
10.13.17 – Model X Recall, Oil Giant Acquires EV Charging Company
Oct 13, 2017 • 6 min
In this episode: – Tesla voluntarily issues a recall on some Model X vehicles – Oil giant acquires electric vehicle charging company Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan…