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.


China Superchargers, Dealer Financing, SpaceX Launch (06.03.20)
Jun 3 • 6 min
➤ Elon Musk takes a break from Twitter, may be in the UK ➤ Tesla plans to aggressively expand the Supercharger network in China ➤ Wells Fargo adjusts lending to car dealerships ➤ SpaceX Demo-2 feedback and upcoming launch ➤ Nikola interview…
Interview: Nikola Motor CEO Trevor Milton (06.02.20)
Jun 3 • 60 min
Nikola Motor’s CEO and founder, Trevor Milton, joins Rob Maurer to discuss Nikola Corporation’s merger with VectoIQ (VTIQ), Nikola’s strategies, production roadmap, hydrogen vs. battery storage, battery breakthroughs, competition, and Nikola’s…
Musk/Tesla Boosted by SpaceX, VW Dieselgate Liability, German Auto Subsidies (06.01.20)
Jun 1 • 7 min
➤ SpaceX successfully launches and docks Crew Dragon Demo-2 mission, causing a spike in interest in Tesla and Elon Musk ➤ US court of appeals ruling may expose Volkswagen to more dieselgate liability ➤ Germany expected to introduce stimulus…
Shareholder Meeting, Advertising, Cybertruck, SpaceX, UK Factory (05.29.20)
May 29 • 13 min
➤ Tesla schedules 2020 annual shareholder meeting ➤ Walking through the proposals which will be put to vote at the meeting ➤ Discussion on Tesla’s marketing and whether or not advertising makes sense ➤ Elon Musk and the Tesla Cybertruck…
A Tesla Daily Announcement (05.28.20)
May 28 • 5 min
➤ An announcement regarding the status of Tesla Daily moving forward Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer…
Price Reductions in US and China (05.27.20)
May 27 • 6 min
➤ Analyzing Tesla’s price reductions in the US and China Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke…
50% Growth - Units or Revenue? (05.26.20)
May 26 • 8 min
➤ Elon Musk reiterated a 50% compound annual growth rate target for Tesla on TSLA’s Q1 earnings call, but what exactly was he referring to and what are the implications for Tesla’s business? Twitter: https://www.twitter.com/teslapodcast Patreon:…
Ackman Courts Musk, V2G Revisited, Musk Bloomberg Interview (05.22.20)
May 22 • 7 min
➤ Stock market is closed on Monday, May 25th ➤ Tesla Cybertruck to appear on Jay Leno’s Garage on Wednesday, May 27th ➤ SpaceX crew Dragon DM2 launch on Wednesday, May 27th ➤ ARK Invest CEO Cathie Wood discusses sales of TSLA stock ➤…
Q2 & Full-Year Delivery & Production Estimates (05.21.20)
May 21 • 14 min
➤ ➤ Tesla delivery and production forecasts for Q2 and full-year 2020 ➤ With Giga Shanghai and Model Y ramping up, Tesla is poised to exceed their 2020 guidance and deliver more than 500,000 vehicles on the year ➤ Q2 production and…
Vehicle-To-Grid, Tesla/Alameda Lawsuit Resolution, Mazda MX-30 (05.20.20)
May 20 • 10 min
➤ The Tesla community is abuzz with speculation about vehicle-to-grid technology based on recent reports and the upcoming Tesla battery day. Today’s episode explores that speculation and examines Tesla’s past comments on vehicle-to-grid…
EU Considers Massive Electric Vehicle Support (05.19.20)
May 19 • 6 min
➤ Bloomberg reports that the European Union is considering funding massive support of electric vehicles as it seeks to assist in both recovery and transformation of the automotive industry ➤ Tesla could be a beneficiary of the policies reportedly…
Fremont/China Production, Panasonic Earnings, Texas Rumors, COVID-19 Vaccine News (05.18.20)
May 19 • 15 min
➤ TSLA stock underperforms other automakers as macros rise on positive vaccination news ➤ Tesla appears to be fully cleared for production in Fremont ➤ Tesla VP comments on Shanghai production ramp ➤ Panasonic reports quarterly earnings and…
Texas Production Timeline, Battery Day Update (05.15.20)
May 15 • 5 min
➤ Electrek reports that Tesla has selected Austin, Texas as the next Tesla Gigafactory location ➤ Elon Musk tweets about date for Tesla’s battery day ➤ Tesla lowers price for the long range single-motor Model 3 in China Twitter:…
Battery Rumors, Alameda Details, Long Range Model 3 (05.14.20)
May 14 • 11 min
➤ Alameda County Public Health Department releases question and answer communication addressing the production situation for Tesla in Fremont ➤ Reuters reports on Tesla battery rumors ➤ Tesla has reportedly begun production of the long range…
Alameda County Responds, California AG Comments, HR Email (05.13.20)
May 13 • 6 min
➤ Alameda County Public Health Department responds to Tesla’s attempts to restart production in Fremont, California ➤ California’s attorney general comments on Tesla’s production situation and policy enforcement ➤ Tesla’s HR team sends out email…
Trump Supports Reopening, Musk Email, Sheriff’s Office/District Comments (05.12.20)
May 12 • 6 min
➤ Elon Musk emails employees about first days back at the factory, says it went “great” ➤ Donald Trump tweets support of Tesla reopening Fremont factory ➤ District supervisor chief of staff and Sheriff’s office weigh in on Tesla ➤ Bay area…
Musk Restarts Production Against County’s Wishes, China April Numbers, Deutsche Bank Note, Short Interest (05.11.20)
May 11 • 13 min
➤ Elon Musk restarts Tesla’s production at Fremont against the order of Alameda county, says “if anyone is arrested, I ask that it only be me” ➤ Tesla officially files lawsuit against Alameda county…
Musk Threatens Lawsuit, Relocation of Tesla HQ (05.09.20)
May 9 • 6 min
➤ Elon Musk threatens to file lawsuit with Alameda county over continued production restrictions ➤ Additionally, Elon makes plans to relocate Tesla’s headquarters outside of California ➤ Elon mentions Texas, further alluding to a possible…
Is Tesla Restarting Production in Fremont? (05.08.20)
May 8 • 11 min
➤ Leaked email discloses Tesla’s plan to restart production at their Fremont factory on Friday, May 8th ➤ Alameda County continues to move more slowly in staged re-opening than California ➤ Tesla plans to offer tracking of Autopilot miles on…
Musk on Rogan, Production Status, Battery Patent (05.07.20)
May 8 • 15 min
➤ Recap of Tesla CEO Elon Musk’s appearance with Joe Rogan on the Joe Rogan Experience podcast ➤ Checking in on Tesla’s production status as California prepares to enter Phase 2 of re-opening the economy ➤ Tesla files battery cell patent for…
BMW Delays, GM Earnings (05.06.20)
May 6 • 6 min
➤ BMW reports Q1 earnings and delays new factory plans ➤ BMW reportedly cancels potential Tesla Roadster competitor ➤ GM reports Q1 earnings Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast…
Interview: Alex Potter of Piper Sandler (05.05.20)
May 6 • 88 min
Video: https://youtu.be/ey3UeFJqSqY Alex Potter, analyst at Piper Sandler, and Rob Maurer discuss Alex’s $939 price target on TSLA stock, Elon Musk’s tweets, institutional investors’ questions, the variance in perspectives between institutional and…
TSLA Rebounds, California’s Phased Re-Opening, Autobidder, Daimler Software (05.04.20)
May 4 • 10 min
➤ TSLA stock recovers from Elon Musk’s tweet saying the stock price was too high ➤ California works to move into Phase 2 of the re-opening process ➤ Morgan Stanley increases Tesla price target ➤ Tesla energy news in the UK ➤ Tesla Autobidder…
Elon Musk Says Tesla Stock Price is Too High (05.01.20)
May 1 • 3 min
➤ Tesla CEO Elon Musk tweets that Tesla stock price is too high, in his opinion and TSLA stock falls afterwords ➤ Analyzing the importance and impact of this tweet, including if this may cause problems with the SEC related to Elon Musk’s previous…
Analysts Hike TSLA Targets, Deferred Revenue, Einhorn Back Again (04.30.20)
May 1 • 8 min
➤ Analysts raise price targets on TSLA stock after Tesla’s Q1 earnings report ➤ Tesla files its quarterly 10-Q report, shedding more light on the Q1 results ➤ Discussion on Tesla’s deferred revenue and regulatory credit outlook ➤ David Einhorn…
Part 2 - Q1 Earnings Recap (04.29.20)
Apr 30 • 15 min
➤ TSLA earnings review, part one: https://youtu.be/y1QbMiui06g ➤ Top 5 takeaways from Tesla’s Q1 earnings call with investors and analysts ➤ Elon Musk speaks out against shelter-in-place orders ➤ Topics include Tesla’s production and demand,…
Q1 Earnings Recap - Part 1 (04.29.20)
Apr 29 • 11 min
➤ Tesla reports a surprise GAAP profit in Q1 2020 despite a number of macro and seasonal challenges on the back of strong automotive gross margin ➤ Tesla puts annual guidance on hold, but does not remove the possibility of hitting it ➤ Breaking…
Ford is Losing Billions & Cutting EV Plans, Falling Further Behind Tesla (04.28.20)
Apr 28 • 7 min
➤ Ford releases Q1 earnings report showing billions of dollars of loss and guiding for even larger losses in Q2. F Stock falls 5% after hours. ➤ Ford cancels all-electric Lincoln branded SUV project with Rivian as legacy automakers fall further…
Q1 Earnings Preview - Estimates & What to Watch (04.27.20)
Apr 28 • 18 min
➤ Tesla earnings report preview for Q1, 2020 ➤ Rob Maurer’s Q1 TSLA estimates compared to FactSet consensus & Tesla-compiled consensus ➤ Breaking down what to watch for in the TSLA financials and shareholder letter/earnings call ➤ Metrics…
New Autopilot Functionality, Baird Note, Mitsubishi Warning (04.24.20)
Apr 24 • 13 min
➤ Tesla begins wide-release of new Autopilot functionality with firmware 2020.12.6 ➤ Discussion on the impact for Tesla’s business and TSLA stock ➤ Is this update part of the core Autopilot rewrite? Ask by upvoting here:…
Q1 Earnings Questions, New Board Member, China NEV Subsidies, Audi Copies Tesla (04.23.20)
Apr 23 • 12 min
➤ TSLA Q1 earnings call questions can now be submitted and voted for ➤ My question: https://saytechnologies.com/s/144fd76b ➤ Frank’s question: https://saytechnologies.com/s/f1c452d5 ➤ TSLA analyst expectation divergence from Tesla’s long…
TSLA Downgraded by Bank of America, Automakers Aligning on Production Restarts, China NEVs (04.22.20)
Apr 22 • 6 min
➤ TSLA stock downgraded to underperform by Bank of America in a note that feels straight out of 2017 ➤ Volkswagen announces targeted production restart date for Chatanooga factory as automakers align on similar dates ➤ Morgan Stanley releases…
Karpathy on AI for FSD (04.21.20)
Apr 21 • 5 min
➤ Rob joins Dave Lee to discuss Tesla () ➤ Andrej Karpathy presents on Tesla’s use of artificial intelligence in pursuit of full self-driving () ➤ Model S 0-60 time updated ➤ Model Y infotainment connection speed increased vs. Model 3…
Negative Oil Prices, Tesla Impact, Cybertruck Redesign (04.20.20)
Apr 20 • 8 min
➤ Oil contracts turn negative for the first time in history ➤ How can oil prices turn negative and how are Tesla and TSLA stock impacted? ➤ Cybertruck redesign comparison…
Legacy Automaker Valuations Are Being Eaten by Tesla (04.17.20)
Apr 18 • 11 min
Over the last 12 months, Tesla has taken the dominant share of market valuation among US automakers. In an uncertain macro-environment, TSLA stock has rebounded strongly, and diverged from Ford, GM, and Fiat Chrysler. What does this mean for TSLA as…
TSLA Rises as Market Positivity Increases, Autopilot Progress, Elon Musk Tweets (04.16.20)
Apr 16 • 8 min
➤ Markets rise in after-hours trading on encouraging macro-environment news, as does Tesla stock (TSLA) ➤ Trump releases plan for re-opening economy (https://fm.cnbc.com/applications/cnbc.com/resources/editorialfiles/2020/04/16/WHReopeningDoc.pdf)…
Rob Maurer & Sean Mitchell Tesla Status Check (04.15.20)
Apr 15 • 22 min
➤ Sean Mitchell hosts Rob Maurer for an overview of the current state of Tesla () ➤ Tesla schedules Q1 earnings report Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh…
Goldman Sachs & Credit Suisse TSLA Notes, Musk/Munro Interview, China Registrations (04.14.20)
Apr 15 • 12 min
➤ Credit Suisse upgrades TSLA stock ➤ Goldman Sachs initiates coverage on TSLA stock ➤ Takeaways from Elon Musk & Sandy Munro interview on the Third Row Tesla podcast () ➤ China Tesla registration numbers for March Twitter:…
TSLA Outperforms, China Long-Range Model 3 Released (04.13.20)
Apr 13 • 8 min
➤ TSLA stock rises $100/share on Monday in a neutral macro environment ➤ Tesla releases made-in-China long-range and performance Model 3 ➤ Tow hitch option added for Tesla Model Y ➤ Elon Musk tweets about robotaxis and full-self driving…
Giga Shanghai March Production, KBB Brand Awards, Elon Tweets, Short Interest (04.09.20)
Apr 9 • 10 min
➤ China Passenger Car Association reports on Tesla’s production numbers from Gigafactory Shanghai for March, 2020 ➤ Tesla dominates in Kelley Blue Book’s 2020 luxury vehicle brand awards ➤ Elon Musk tweets about Tesla Battery Day, Tesla Model Y…
Resumed US Production Target, Q2 & Full-Year Outlook (04.08.20)
Apr 8 • 13 min
➤ Tesla announces a targeted date to resume production in the United States alongside temporary pay reductions and furloughs ➤ Can TSLA still hit their annual guidance for vehicles deliveries? ➤ Forecast for Q2 and annual vehicle delivery and…
Waymo Vs. Tesla (Employee Perspective), China LR Model 3 (04.07.20)
Apr 8 • 10 min
➤ 4:19 A former Tesla employee on the Autopilot team has moved over to Waymo and joined the Third Row podcast to discuss his perspective of both companies (https://www.youtube.com/watch?v=FP_YZ8pBCJ4) ➤ Bloomberg reports on imminent production of…
Ventilator Design, Markets Rally, Dashcam/Sentry Updates, Jefferies Note (04.06.20)
Apr 7 • 7 min
- Tesla posts video update on in-house ventilator design - TSLA rises as stock market rallies - Twitter user @greentheonly previews some upcoming software features - Jefferies issues updated note on TSLA stock Links: Email: tesladailypodcast@gmail.com…
Sandy Munro Model Y Teardown Recap, TSLA Stock Slips (04.03.20)
Apr 3 • 9 min
Summarizing and discussing the key takeaways from the going Munro Tesla Model Y live teardown. Sandy Munro of Munro & Associates has been both critical and complimentary of Tesla in the past and that trend continues with the Tesla Model Y. This…
Q1 Delivery/Production Report Discussion (04.02.20)
Apr 2 • 11 min
Tesla today reported Q1 deliveries +40% compared to 2019 and production +33% to 2019, causing TSLA stock to rise by 18% in after-hours trading as Tesla’s Model Y and Gigafactory Shanghai continue to ramp up. Today’s episode recaps everything we…
Q1 & Future Tesla Outlook w/ Gali Russell of HyperChange (04.01.20)
Apr 1 • 39 min
YouTube link: Today’s discussion is with Gali Russell, founder of HyperChange, on our disparate forecasts for Q1 as well as what lies ahead for Tesla in the coming months and years. Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast…
Q1 Delivery Estimates, Preview, and Wild Cards (03.31.20)
Mar 31 • 16 min
Tesla is expected to report Q1 2020 delivery and production numbers later this week. In today’s episode, we go through the FactSet consensus estimates for Tesla’s Q1 total deliveries as well as for Model 3, Model S, and Model X, and discuss how…
Fremont Shelter-In-Place to Be Extended, Tesla Reopens Wuhan Store, TSLA & Stock Market Week Ahead (03.30.20)
Mar 31 • 7 min
➤ Taking a look at the week ahead for the stock markets and TSLA stock ➤ Alameda County, the location of Tesla’s Fremont factory, reported to extend shelter-in-place order ➤ Tesla reopens a store in China ➤ Tesla delivers some ventilators to…
Gigafactory Nevada Workforce Reduction, Gigafactory Shanghai Production, Tesla/GM Ventilators, Analyst Updates (03.27.20)
Mar 27 • 14 min
➤ Checking in on the stock markets as the stimulus packages passes the House and is signed by President Trump ➤ Tesla reduces workforce at Gigafactory Nevada ➤ Reports on Tesla’s Model 3 production rate at Gigafactory Shanghai ➤ New York…
Furloughs in Norway, Stop Sign & Stop Light Autopilot, Jobs Report (03.26.20)
Mar 26 • 7 min
- New jobs report shows steep rise in unemployment in the US - Two Tesla employees reportedly test positive for COVID-19 - Tesla reportedly furloughs some employees in Norway - Elon Musk retweets autopilot stopping at stop lights and stop signs in…
Gigafactory NY to Reopen For Ventilators, $2T+ Stimulus Passes Senate Vote (03.25.20)
Mar 26 • 8 min
- Medtronic CEO discusses partnership with Tesla and ventilator situation in the US - Gigafactory Buffalo to reopen ASAP to product ventilators - Congress leaders reach agreement on stimulus package, vote passes in the Senate Links: Email: Twitter: …
Economic Indicators, Model Y Review, Updated TSLA Short Interest (03.24.20)
Mar 25 • 7 min
As stock markets, and TSLA stock, rise on the apparent imminence of a stimulus deal, economic indicators are hitting decade-lows. Today’s discussion is macro-focused on commentary out of Congress and the economic reports published today. We are also…
$41,000 Model Y, Heat Pump/Casting, VINS, Macro Check In (03.23.20)
Mar 24 • 16 min
- Discussion on base price Model Y - Elon tweets about the advanced engineering employed in the Model Y - Checking on Model Y VINS heading into quarter end - Discussion on the macro environment and upcoming catalysts this week Links: Email: Twitter:…
Panasonic Halting Operations at Gigafactory Nevada, States Locking Down (03.20.20)
Mar 21 • 10 min
- More states continue to move towards lockdown, including Nevada - Goldman Sachs and Bridgwater Associates provide forecasts on economic impact of coronavirus - Panasonic plans to halt operations at Gigafactory Nevada Links: Email: Twitter: …
Production Suspended at Fremont and Gigafactory Buffalo (03.19.20)
Mar 19 • 6 min
Tesla has decided to temporarily suspend production at their factory in Fremont, from end of day March 23. Tesla’s Gigafactory Buffalo in New York will temporarily suspend production as well, while essential function such as service will continue….
Nasdaq Records Worst Drop Ever, San Francisco Goes on Lockdown, Other Updates (03.16.20)
Mar 17 • 12 min
- Nasdaq records the worst single-day percent drop in its history - Countries and states continue to broaden lockdown efforts - Tesla updates on Solar Roof production Links: Email: Twitter: Patreon: Ludicrous producer Vincent Smith Executive…
TSLA Continues Falling, First Model Y Deliveries Scheduled, UK Tax Change, Morgan Stanley Update (03.12.20)
Mar 13 • 12 min
Note: at 4:30 in this episode, I said no one should have concern. I meant about my own financial position in regard to TSLA stock, I was not speaking about anyone else’s position; that is for each person to determine for themselves, of course. -…
Coronavirus Declared a Pandemic, Pressuring TSLA & Stock Markets (03.11.20)
Mar 12 • 12 min
Coronavirus has been declared a pandemic by the World Health Organization. As cases continue to rise in the United States and internationally, more severe measures are being taken to react and reduce spread. Today’s episode discusses these actions and…
Cybertruck Gigafactory Location Analysis, Updated Short Interest (03.10.20)
Mar 11 • 10 min
- Elon tweets about a Cybertruck Gigafactory, analysis on the most likely locations - Updated TSLA short interest for the February 28th reporting date Links: Email: Twitter: Patreon: Ludicrous producer Vincent Smith Executive producer Rish Singh…
Tesla’s 1,000,000th Vehicle & What It Means for Q1 (03.09.20)
Mar 10 • 5 min
Elon Musk just tweeted that Tesla has produced its 1,000,000th vehicle. In today’s episode, we take a look at this incredible milestone for Tesla, and what it might imply regarding current production rates and Q1 production in total, as well as the…
Coronavirus, Y VINs, LR China Model 3, UBS Survey (03.06.20)
Mar 7 • 10 min
- Discussion on current state of coronavirus and Elon’s tweet on the subject - Checking in on Model Y VINs - LR Model 3 approved for production in China - UBS survey on electric vehicles on Tesla’s lineup Links: Email: Twitter: Patreon: Ludicrous…
Model Y VINs Assigned, Order Processing, Michigan Service (03.05.20)
Mar 6 • 6 min
- Tesla begins assigning the first VINs for Model Y customers - Model Y order processing walkthrough - Michigan Tesla service update Links: Email: Twitter: Patreon: Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer…
GM’s EV Day, Comparisons with Tesla, Other Tesla Notes (03.04.20)
Mar 5 • 10 min
- Recap of General Motors’ EV Day for investors and media and how it compares to Tesla - A couple notes on Tesla autonomy Links: Email: Twitter: Patreon: Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy…
Street-High Price Target, Fed Cuts Rates, China HW3 Issues, BMW i4 (03.03.20)
Mar 4 • 12 min
- Tesla stock (TSLA) has a new street-high price target from JMP Securities - Federal Reserve lowers interest rates in first “emergency cut” since 2008 - Tesla faces hardware 3.0 issues with Gigafactory Shanghai made Model 3s - BMW unveils BMW i4…
Model 3 Track Package, MCU Upgrades, GigaBerlin/Model Y Updates (03.02.20)
Mar 3 • 10 min
- Discussion on TSLA stock and macro-environment - Model Y updates - Model 3 Track Package and Track Mode updates - MCU upgrades - Gigafactory Berlin groundbreaking update - Waymo raises capital - GM electric vehicle day Links: Email: Twitter: …
Analyst Interview: Pierre Ferragu of New Street Research (02.28.20)
Feb 28 • 46 min
Pierre Ferragu of New Street Research has been one of the more bullish analysts covering TSLA stock over the last couple years, most recently posting a street-high (at the time) price target of $800 per share for TSLA stock. In this interview, Pierre…
Coronavirus Pressures Stocks, Model Y Updates, Panasonic/Tesla, GF4 & Short Interest Updates (02.27.20)
Feb 27 • 12 min
- Discussion on the impact of coronavirus on the stock market and TSLA - More Model Y delivery invitations go out - Panasonic ends partnership at Gigafactory Buffalo - Gigafactory Berlin update - Updated short interest for February 14th Links: Email: …
Interview: Ihor Dusaniwsky on TSLA Short Selling (02.26.20)
Feb 27 • 42 min
YouTube Link: Ihor Dusaniwsky, Managing Director of Predictive Analytics at S3 Partners, joins Rob Maurer to discuss TSLA short selling. Have we seen a TSLA short squeeze? Are short sellers manipulating Tesla stock? Why isn’t there more transparency…
First Tesla Model Y Deliveries Scheduled, What Does it Mean for Production? (02.25.20)
Feb 25 • 11 min
Tesla begins scheduling Tesla Model Y deliveries for March 15th! What does this mean for production and what have we learned for Tesla’s deliveries in 2020? How will this news effect TSLA stock in the short and medium terms? Will Model Y ramp faster…
Guest Appearance on Hyperchange - TSLA Valuation, Licensing, & More (02.24.20)
Feb 24 • 37 min
In today’s episode, I join Gali on Hyperchange to discuss our thoughts on Tesla over the last few weeks and where things are heading from here. Video is available on YouTube at: Links: Email: Twitter: Patreon: Ludicrous producer Vincent Smith…
Analyst Interview: Dan Galves of Wolfe Research (02.23.20)
Feb 23 • 52 min
YouTube link: https://youtu.be/cQ61E7cpWAc Dan Galves, Director of Automotive Equity Research at Wolfe Research, has been covering TSLA since its initial public stock offering in 2010. In this interview, Dan joins Rob Maurer of the Tesla Daily…
S/X Range Increase, Model 3 Software Option, GM Closings, Renault, Taycan, Apple (02.17.20)
Feb 18 • 13 min
Tesla announces increased range for the Tesla Model S and the Tesla Model X for the second time in the last year. Interestingly, the most recent Tesla Model X increase is much more significant than the Tesla Model S increase. Discussion on the update,…
Nissan Cuts Profit Forecast/Dividend, Tesla Begins Clearing Land for Gigafactory Berlin (02.14.20)
Feb 14 • 5 min
- Tesla updates prospectus for capital raise - Nissan stock falls on poor earnings, guidance reduction - Model 3 earns IIHS honors - Gigafactory Berlin land clearing begins - Boring Company makes progress in Las Vegas Links: Email: Twitter: …
$2B+ Capital Raise: Everything We Need to Know (02.13.20)
Feb 14 • 11 min
Tesla announces intent to raise more than $2B in capital in a common stock offering despite denying any desire to raise capital just a couple weeks ago. Here is everything investors should know, pros and cons, how it impacts TSLA and the company…
Model 3 China Production, Updated Short Interest, Voluntary Model X Recall, German EV Incentives (02.12.20)
Feb 12 • 6 min
- Tesla issues voluntary recall for some Model X vehicles - Report on January made-in-China Model 3 production - Updated short interest for the January 31st settlement date - German EV incentive update - Battery acquisition speculation by HyperChange…
Mercedes-Benz is Struggling; Reduces Dividend, Comments on Electrification, Plus Tesla Updates (02.11.20)
Feb 12 • 10 min
- Daimler reports Q4 and full-year 2019 earnings - Taking a look at the financials and comments on EVs made in the investor update and earnings call - Contrasting Tesla with Daimler and a quick update Links: Email: Twitter: Patreon: Ludicrous…
Giga Shanghai/Buffalo Updates, Tesla Company Day, Air Suspension, Jaguar/Daimler (02.10.20)
Feb 11 • 10 min
- Gigafactory Shanghai resumes activity - Local update on Gigafactory Buffalo - Elon tweets about a Tesla event in April - Air suspension rumors for Model 3/Y - Jaguar I-PACE production update - Daimler workforce update Links: Email: Twitter: …
Matt Joyce & Rob Maurer Discuss 2020 Outlook, Trading Strategies, Options, Model Y, and More (02.07.20)
Feb 8 • 43 min
Matt Joyce and Rob Maurer discuss the latest developments for Tesla and outlook for 2020. Topics include: ➤ TSLA trading strategies, options trading, and margin ➤ Matt’s investment history ➤ Reaction to Tesla’s fantastic Q4 ➤ 2020 Q1 and full…
Fastest Growing Brand in the World: Interview with Brand Finance
Feb 6 • 24 min
Brand Finance values over 5000 brands each year across all sectors and geographies. In their recently published 2020 annual brand report, Tesla was ranked as the fastest growing brand in the world. Today’s conversation is with Brand Finance’s…
Texas Gigafactory, TSLA Drops 17% (02.05.20)
Feb 5 • 6 min
- TSLA stock cools off in a dramatic fashion - Elon Musk tweets about a Texas Gigafactory; discussion on the prospects for a Tesla factory in Texas Links: Email: Twitter: Patreon: Ludicrous producer Vincent Smith Executive producer Rob Gill…
TSLA Hits Another All-Time High on Weird Trading, Ron Baron Discusses Tesla, Investors Adjust Positions, Ford Earnings (02.04.20)
Feb 5 • 12 min
- TSLA stock hits another all-time high - Long-time Tesla investor Ron Baron discusses Tesla stock at length on CNBC () - Baillie Gifford filing discloses change in TSLA ownership stake - Saudi Arabia’s Public Investment Fund adjusts TSLA position -…
TSLA Stock to $780, Panasonic Turns Profitable at Gigafactory Nevada (02.03.20)
Feb 4 • 11 min
- TSLA stock up nearly 20% and $130, discussion on what’s going on and what to do from here - Panasonic turns profitable at Gigafactory Nevada - CATL signs supplier agreement with Tesla - Argus Research increases price target on TSLA Links: Email: …
Third Row Elon Interview Highlights, ARK $7k Price Target (01.31.20)
Jan 31 • 11 min
- ARK Invest updates research on TSLA with new price targets () - Model S Plaid in Motor Trend next week - Highlights from part two of the Elon Musk interview with Third Row (autonomy, batteries, difficulty in starting a new car company,…
All Analyst Reactions to Q4 Earnings Report (01.30.20)
Jan 31 • 11 min
- Earnings reactions and price target updates from 15 TSLA analysts and a jumping-off point for discussion on TSLA outlook Links: Email: Twitter: Patreon: Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh…
Q4-19 Tesla Earnings Report Review (01.29.20)
Jan 30 • 25 min
- Detailed discussion on Tesla’s Q4-19 earnings report and investor call. Key takeaways and what it means for Tesla going forward. - Youtube link: Links: Email: Twitter: Patreon: Ludicrous producer Vincent Smith Executive producer Rob Gill…
5 Things I’m Watching for in Tesla’s Q4 Earnings Report (01.28.20)
Jan 28 • 12 min
- Discussion on the five most important things I will be looking for in Tesla’s Q4 earnings report and investor call on Wednesday, Jan 29th. Links: Email: Twitter: Patreon: Ludicrous producer Vincent Smith Executive producer Rob Gill Executive…
Q4 Consensus & Expectations, Updated Short Interest, Coronavirus (01.27.20)
Jan 28 • 11 min
- Quick discussion on coronavirus and the impact to Tesla and the auto market - Updated short interest for the 01/15/20 settlement date - FactSet consensus estimates for Q4 and full-year 2020 - Some expectations for the earnings report later this week…
Senator Pushes For Autopilot Changes, VW CEO Comments on Tesla/EVs (01.24.20)
Jan 24 • 9 min
- Massachusetts Senator Ed Markey continues to push Tesla for changes to Autopilot - VW CEO Herbert Diess comments on EVs and competition with Tesla Links: Email: Twitter: Patreon: Ludicrous producer Vincent Smith Executive producer Rob Gill…
BMW is Hopeless, Other Automaker Comments, Q4 Questions, Analyst Updates (01.23.20)
Jan 24 • 18 min
- BMW board member Klaus Froehlich comments on EVs - Daimler blames struggling EV production on Tesla - Subaru CEO comments on EVs - Former Nissan CEO, Carlos Ghosn, comments on Nissan’s outlook - Q4 earnings report question submission is open, vote…
TSLA Stock, Trump on Musk, Third Row Interview Highlights, Unintended Acceleration, Tesla/Michigan (01.22.20)
Jan 23 • 12 min
- Is this a TSLA short squeeze? - New Street Research and Wedbush Securities raise their TSLA stock price targets - Trump comments on Elon Musk and Tesla - Tesla responds on sudden unintended acceleration NHTSA petition, as does the short-seller who…
Model Y Delivery Timeline: Everything We Know (01.21.20)
Jan 22 • 14 min
- Analysis of all available information and rumors to determine best expectations for the beginning of Model Y deliveries - Lots of charts in this one, video available at Links: Email: Twitter: Patreon: Ludicrous producer Vincent Smith Executive…
China December Registrations, NHTSA Petition, Baillie Gifford Comments (01.17.20)
Jan 18 • 10 min
- Tesla schedules Q4 earnings report - China December registrations report - NHTSA petitioned to investigate unintended acceleration - Elon Musk tweets about Sandy Munro - Baillie Gifford fund manager James Anderson comments on TSLA and Elon Musk…
Adam Jonas Increases TSLA Price Target & Lowers Rating, VW CEO Comments on Diff
Jan 17 • 12 min
- Discussion on the latest TSLA investor note from Adam Jonas of Morgan Stanley - Volkswagen CEO Herbert Diess comments on Volkswagen’s difficult road ahead Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon:…
Model Y VINs & CARB Certification, Solar Roof Hiring, Black Rock Investor Update (01.15.20)
Jan 16 • 12 min
- Tesla Model Y vehicle identification numbers are now searchable from NHTSA - California Air and Resources Board publishes zero-emission vehicle credit certification for Tesla Model Y - TSLA stock price-targets increased by Deutsche Bank and…
Elon Musk’s Compensation Plan Explained (01.14.20)
Jan 15 • 12 min
YouTube Link: As Tesla stock approaches a $100-billion dollar market-cap, Elon Musk’s compensation plan is back in the news. Here is a full breakdown of exactly what Elon Musk and Tesla need to accomplish for Elon to get paid, and how Musk’s…
TSLA Breaks $500, Oppenheimer Upgrade, FSD “Soon”, China Subsidies, Updated Short Interest (01.13.20)
Jan 14 • 14 min
- Discussion on TSLA stock breaking $500 - Oppenheimer publishes huge increase to TSLA price target - Baird increases price target, lowers rating - Elon tweets about full-self driving, talking Teslas - China minister discusses NEV subsidies -…
Ten Reasons Tesla Stock Is Crushing It (01.09.20)
Jan 9 • 22 min
Two things: 1. This episode is best viewed with video at 2. I am traveling the rest of the week and will be back to the podcast on Monday 01/13, have a great weekend! Tesla (TSLA) stock has been on a tear, up 178% over the last seven months, and…
Iran Conflict, Analyst Upgrades (01.07.20)
Jan 8 • 11 min
- Iran attacks base in Iraq sheltering US troops - Credit Suisse and Argus Research issue new price targets on TSLA stock Links: Email: Twitter: Patreon: Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh…
Made-In-China Model Y Program Begins, Model 3 China Delivery Event, State Credits, Tesla Subreddit (01.06.29)
Jan 7 • 10 min
- Tesla begins Model Y program at Gigafactory Shanghai - Tesla delivers first made-in-China Model 3s to non-employee customers - Elon Musk discusses China plans - New Jersey and Massachusetts EV credit updates - Tesla subreddit hits another milestone…
Q4 2019 Delivery Report (01.03.20)
Jan 3 • 12 min
- Tesla reports production and delivery numbers for Q4-2019, including an update on Gigafactory Shanghai production - Tesla lowers price of made-in-China Model 3 Wish List: Links: Email: Twitter: Patreon: Ludicrous producer Vincent Smith Executive…
Canaccord Upgrade, China Delivery Event (01.02.19)
Jan 2 • 6 min
- Canaccord Genuity raises price target on TSLA - Delivery event reportedly scheduled for Gigafactory Shanghai non-employee customers - Elon Musk may have hinted at Gigafactory Shanghai production rate - Quick discussion on Q1 potential Wish List:…
Last Check on Europe Registrations, More China Commentary, Delivery Report Timing, More Awards (12.31.19)
Dec 31, 2019 • 11 min
- Last check on Netherlands, Norway, and Spain registrations - More comments emerge from Tesla’s China management - Projected timing for delivery and production report - Tesla closes the year with a couple more awards - First video podcast! Happy…
China Deliveries Begin, Q4 Delivery Estimates, Leaked Elon Email, Panasonic Comments on Battery Production (12.30.19)
Dec 30, 2019 • 19 min
- Tesla begins made-in-China Model 3 deliveries with special handover event at Gigafactory Shanghai - Discussing Q4 delivery estimates with a new note from Cowen out today, as well as FactSet consensus estimates and likelihood of a beat or miss -…
Made-In-China Model 3 Delivery Event, Cybertruck Featured in Music Video (12.27.19)
Dec 28, 2019 • 11 min
- Tesla schedules event for first deliveries of made-in-China Model 3s - Tesla granted purchase tax exemption for made-in-China Model 3 - Cybertruck, ATV featured in music video Wish List: Links: Email: Twitter: Patreon: Ludicrous producer Vincent…
Wedbush Increases TSLA Price Target, Updated Short Interest, Elon Software Tweets (12.26.19)
Dec 26, 2019 • 12 min
- Wedbush Securities raises price target on TSLA stock - Updated short interest for the 12/13 settlement date - Elon discuss software capability in a series of tweets - Possible update on Tesla made-in-China Model 3 delivery timeline Wish List: Links:…
FSD Visualization, $1.4B Debt Facility, Rivian Capital Raise (12.23.19)
Dec 24, 2019 • 13 min
- Firmware 2019.40.50, including new visualizations, begins rolling out to early access members - Tesla secures $1.4B debt facility in China - Rivian completes another capital raise - BMW reportedly under SEC investigation Wish List: Links: Email: …
International Registrations, Gigafactory 4 Land, Tencent Partnership, Model 3 Code (12.20.19)
Dec 21, 2019 • 15 min
- Looking at quarter-to-date vehicle registrations in China and Europe - Gigafactory 4 land agreement - Tencent partners with Tesla on upcoming software update - Interesting things tucked away in Model 3 code - Mercedes may be cutting back on AMG…
Matt Joyce - FSD, Competition, Powertrain Longevity, Cybertruck (12.19.19)
Dec 20, 2019 • 113 min
Matt Joyce joins the podcast to discuss the latest on Tesla: autonomy, competition, international markets, powertrain advantages, vehicle lineup, and more. Wish List: Links: Email: Twitter: Patreon: Ludicrous producer Vincent Smith Executive…
TSLA All-Time High, Acceleration Boost, EOQ Push, Cybertruck Tweets (12.18.19)
Dec 19, 2019 • 13 min
- Tesla stock hits new all-time highs - Tesla releases “Acceleration Boost” option - Leaked email about end-of-quarter delivery volunteer needs - Elon clarifies some Cybertruck features on Twitter Wish List: Links: Email: Twitter: Patreon: …
Emails on Autopilot in Europe (12.17.19)
Dec 17, 2019 • 4 min
- Tesla emails some European owners on about Autopilot functionality Wish List: Links: Email: Twitter: Patreon: Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive…
EV Tax Credit, Conflicted Analysts, Tariff Update (12.16.19)
Dec 17, 2019 • 15 min
- Update on “phase one” tariff agreement between the US and China - Credit Suisse and Wedbush Securities comment on Tesla stock - Updates on the possibility of a federal EV tax credit extension in the United States Wish List: Links: Email: Twitter:…
Model 3 Price Increases, Deutsche Bank Meets With Tesla (12.13.19)
Dec 14, 2019 • 19 min
- Tesla increases base price on some Model 3 variants in the US - Deutsche Bank meets with Tesla and shares interesting details in investor note Links: Email: Twitter: Patreon: Ludicrous producer Vincent Smith Executive producer Rob Gill Executive…
Interview: Alex Potter of Piper Jaffray (12.11.19)
Dec 13, 2019 • 80 min
Alex Potter, analyst at Piper Jaffray, and Rob Maurer discuss Tesla’s valuation, China potential, competition, risks, and investor theses. Youtube link, including detailed disclosures: 1:06 - Introduction 3:33 - How long has Alex been bullish? 5:12 -…
Porsche Taycan EPA Range (12.11.19)
Dec 12, 2019 • 7 min
- Discussing the Porsche Taycan’s recently released EPA range rating Links: Email: Twitter: Patreon: Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer…
Updated Short Interest, $400 Price Target, Alaska Energy Project (12.10.19)
Dec 11, 2019 • 6 min
- USMCA gains support from Democrats - TSLA price target raised by Exane BNP Paribas - Updated TSLA short interest for the 11/29 settlement date - New Tesla Energy project in Alaska - Latest Gigafactory Shanghai news Links: Email > Twitter…
China’s New Energy Vehicle Policies, Giga-Shanghai Rumors, Premium Connectivity, AP Accident (12.09.19)
Dec 10, 2019 • 25 min
- Deep-dive on China New Energy Vehicle policies, starts at 12:41 - Tesla crash in Connecticut - Premium connectivity - Gigafactory Shanghai rumors and progress - EU commission, ATV, Cybertruck, UBS, Volkswagen plea Links: Email > Twitter…
Made-In-China Model 3 News, Cybertruck Timelines Adjusted, Musk Wins Trial (12.06.19)
Dec 6, 2019 • 13 min
- Discussion of possible news on made-in-China Model 3 - Tesla adjusts production timelines for some Cybertruck variants - Unsworth v Musk civil trial concludes - Model 3 earns another prestigious award Links: Email > Twitter > Patreon…
Jonas “Bull Case”, Firmware 2019.40.2, More Solar Roof News, GM & LG Battery Factory (12.05.19)
Dec 6, 2019 • 15 min
- Adam Jonas of Morgan Stanley updates his “bull case” for TSLA - Firmware 2019.40.2 released with some new features - More news on Tesla’s V3 Solarglass Roof - Quick update on the Unsworth v Musk civil trial - I-PACE gets a significant software…
Q4 Priorities, Trial Update, Model 3/X/Y News, Citigroup Price Target (12.04.19)
Dec 5, 2019 • 15 min
- Citigroup updates price target for TSLA stock - Elon Musk testifies for the second day in a row in the Unsworth v Musk civil trial - Electrek reports on internal email discussing Q4 end-of-quarter priorities - Model X gets a 5-star safety rating…
Musk Trial, Deutsche Bank on Model Y, China NEV Adoption, Lego Cybertruck (12.03.19)
Dec 3, 2019 • 10 min
- Deutsche Bank issues updated note discussing Model Y production - China discussion on new-energy vehicles - Cybertruck submitted to Lego Ideas () - Elon Musk testifies in Unsworth v Musk civil trial - Larry Page steps down as CEO of Alphabet Links:…
Solar Roof Hiring, China Rumors, Snow Summon, Construction Zone Autopilot (12.02.19)
Dec 3, 2019 • 8 min
- Rumors on made-in-China Model 3 and China incentives - Tesla posts Solar Roof job events - Smart Summon in the snow () - Autopilot avoids construction barrel () - Tesla Daily podcast now available on YouTube () Links: Email > Twitter > …
Firmware Update, 1M Kilometer Model S, Subreddit Growth, Upcoming Musk Trial (11.29.19)
Nov 30, 2019 • 10 min
- Firmware 2019.40.1.1 begins rolling out with some new features - Model S in Germany hits 1M kilometers - Tesla subreddit sees huge growth after Cybertruck unveiling - Gigafactory 4 update - Upcoming Elon Musk trial Links: Email > Twitter…
Model Y Rumors, Panasonic Talks Giga-Shanghai, Updated Short Interest (11.27.19)
Nov 27, 2019 • 12 min
- Examining some Model Y supply chain rumors - Panasonic CEO comments on Gigafactory Shanghai - Fremont power outage - Updated short interest - Model 3 wins yet another car of the year award - Happy Thanksgiving! Podcast returns Friday, 11/29 Links:…
Long-Term Progress, Order Deposit Update, Ford/Toyota VPs Making Statements (11.26.19)
Nov 27, 2019 • 10 min
- A look back at the progress Tesla has made over ten years by comparing the Cybertruck with the 2012 Model S - Cybertruck order deposit update - Ford VP challenges Tesla - Model 3 takes home another award - Toyota VP makes absurd comments on EVs…
Cybertruck Virality, Orders, and Design Decisions (11.25.19)
Nov 26, 2019 • 12 min
- Further discussion on Tesla’s Cybertruck including the design decisions Tesla made, reactions and online exposure, and the number of orders received so far Links: Email > Twitter > Patreon > Executive producer Rob Gill…
Cybertruck Review With HyperChange and Matt Joyce (11.22.19)
Nov 23, 2019 • 56 min
- Full review of everything Cybertruck with Gali Russell and Matt Joyce Links: Email > Twitter > Patreon > Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood…
Cybertruck Preview, S/X Standard Range (11.20.19)
Nov 20, 2019 • 11 min
- Everything we know so far about Tesla’s Cybertruck - Reports of fire at Supercharger station - Elon comments on Chanos’ short - EPA ratings show up for 2020 standard range Model S/X Links: Email > Twitter > Patreon > Executive…
EV Credits, States vs. EPA, Model 3 Award, Mach-E Production, Taycan Delays (11.19.19)
Nov 20, 2019 • 14 min
- New EV incentives being discussed in the US House of Representatives - California pushes back on emissions standards and automakers - Model 3 takes home a different car of the year award - MotorTrend ranks top 50 “key players” in the auto industry -…
Pros/Cons of EV Entrants, Mustang Mach-E, GF4 Update, Tesla Energy News (11.18.19)
Nov 19, 2019 • 21 min
- Discussion on the pros and cons of competing EVs - Ford Mustang Mach-E unveiled, comparison to the Tesla Model Y - Gigafactory 4 update - News on Tesla’s South Australian battery project Links: Email > Twitter > Patreon > …
Interview: Consumer Reports Director of Auto Testing, Jake Fisher - Part 2 (11.15.19)
Nov 15, 2019 • 31 min
- Consumer Reports Director of Auto Testing, Jake Fisher, joins the podcast to discuss Tesla reliability scores, among other topics - News on Gigafactory Shanghai, Germany pricing, and the Ford Mustang Mach-E Links: Email > Twitter > …
CYBRTRK, Consumer Reports Changes Recommendation Status, Tesla Energy Projects , Credit Suisse on TSLA (11.14.19)
Nov 14, 2019 • 12 min
- Consumer Reports changes their recommendation status on Model 3 and Model S - Cybertruck (CYBRTRK) logo surfaces, event invitations sent out - News on two Tesla Energy projects - Credit Suisse discusses TSLA price target - Misreported Gigafactory…
Details Emerge on Gigafactory Europe, Gigafactory Shanghai Approvals, Model 3 Updates (11.13.19)
Nov 14, 2019 • 16 min
- Gigafactory Shanghai granted further manufacturing approval - More details emerge on Gigafactory Europe () - Model 3 announced as finalist for MotorTrend’s 2020 Car of the Year - Model 3 0-60 tested after recent power update - Honda CEO comments on…
Gigafactory 4 Location, Model 3 Award, Model 3 Owners Survey Part 4, Elon on AI Podcast (11.12.19)
Nov 12, 2019 • 9 min
- Elon Musk announces location of Gigafactory 4 - Model 3 wins prestigious award in Germany - Bloomberg publishes part four of their Model 3 owners survey - Elon Musk returns to the Artificial Intelligence podcast () Links: Email >…
Record Change in Short Interest, Karpathy Talks Autopilot (11.11.19)
Nov 12, 2019 • 9 min
- Updated TSLA short interest for the 10/31 settlement date - Jefferies increases price target - Andrej Karpathy discusses Autopilot and neural networks in presentation at development conference () - SpaceX successful mission Links: Email >…
Treelon vs. Mr. Unicorn (11.08.19)
Nov 9, 2019 • 16 min
- Elon Musk and TSLA short-seller David Einhorn exchange open letters
First Review Of Made-In-China Model 3, Tesla’s CRM Software, Model 3 Efficiency (11.07.19)
Nov 7, 2019 • 8 min
– First reviews of made-in-China Model 3– Report on Tesla’s internal CRM software– Model 3 efficiency– Elon makes some interesting moves on Twitter Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast…
Cybertruck Event Scheduled, Debt Outlook Upgrade, Gigafactory Shanghai Status, Plaid Battery Update (11.06.19)
Nov 7, 2019 • 11 min
– Elon Musk announces date for Cybertruck unveiling– S&P Global Ratings upgrades outlook on Tesla’s debt– Taking a look at Gigafactory Shanghai’s current status– Plaid powertrain battery update Links:Email > tesladailypodcast@gmail.comTwitter >…
CATL/Tesla, Walmart Drops Solar Lawsuit, Autopilot Survey Data (11.05.19)
Nov 5, 2019 • 11 min
– CATL and Tesla have reportedly reached a preliminary battery supply agreement– Walmart drops lawsuit of Tesla regarding solar installations– Bloomberg published part 3 (Autopilot) of their Model 3 owners survey– Two-factor authentication Links:Email >…
Price Changes, Top Gear, Firmware Update, German EV Incentives (11.04.19)
Nov 4, 2019 • 13 min
– Hedge fund adjusts short position on TSLA– Tesla posts a new unofficial time at the Nürburgring– Model Y spotted with new wheels– Firmware update adds a number of new features– Tesla adjusts some pricing and range specs– Top Gear posts questionable…
Bloomberg Surveys Model 3 Owners, Fiat-Chrysler and Peugeot Merger, Treelon (10.30.19)
Oct 30, 2019 • 6 min
– Bloomberg publishes a portion of an extensive Model 3 owners survey– Fiat-Chrysler and Peugeot explore a merger– Elon Musk donates one million trees, changes Twitter name to Treelon Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon…
Sales by Region, Acquisition Costs, Vehicle Updates (10.29.19)
Oct 30, 2019 • 8 min
– Tesla files their form 10-Q for the third quarter– A look at Tesla sales by region– Update on other income for Q3 as well as acquisition costs– Tesla makes various updates across the vehicle lineup Links:Email > tesladailypodcast@gmail.comTwitter >…
Robyn Denholm & Ron Baron Speak at Investor Conference, GM & Others Back Federal Government on Emissions Standards (10.28.19)
Oct 29, 2019 • 10 min
– Tesla Chair Robyn Denholm speaks at investor conference with billionaire investor Ron Baron– General Motors and other automakers back federal government on emissions standards Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Solar Roof V3 (10.25.19)
Oct 25, 2019 • 16 min
– Tesla releases Solar Roof V3 and holds a call with investors and media– Analyzing the changes from V2 and the market potential for Solar Roof Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast…
Analyst Reactions To Earnings, Updated Short Interest (10.24.19)
Oct 24, 2019 • 10 min
– Solar Roof V3 release delayed by one day– Another Model Y sighting outside of California– Updated short interest for the 10/15 settlement date– Analyst reactions to Tesla’s Q3 ’19 earnings report Links:Email > tesladailypodcast@gmail.comTwitter >…
Q3-2019 Earnings Report Review (10.23.19)
Oct 24, 2019 • 39 min
– Reviewing all of the important details and takeaways from Tesla’s well-received Q3-2019 earnings report, shareholder letter, and conference call Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast…
GF3, Model 3 Awards, Franz Interview, FactSet Consensus, Starlink Update (10.22.19)
Oct 23, 2019 • 12 min
– Tesla VP provides minor update on Gigafactory Shanghai status– Model 3 receives some nice recognition from a UK-based car reviewer– Looking at Tesla’s search volume on Google– Takeaways from Ride the Lightning’s interview with Franz von Holzhausen–…
Q3-19 Earnings Preview With Galileo Russell of HyperChange (10.21.19)
Oct 21, 2019 • 39 min
– Previewing the TSLA Q3 2019 earnings report with Galileo Russell of HyperChange– Video Link: https://youtu.be/3Gi_bixFQak– Google Doc Link: https://docs.google.com/spreadsheets/d/1omKIHMSrctpYY-lslxz6qWVMliwZbQOHYQe74vtaJ1c/edit?usp=sharing Links:Email…
Model 3 Updates, TSLA Record, GF3 Approval, Track Mode, UAW/GM Agreement Details (10.17.19)
Oct 17, 2019 • 14 min
– TSLA closes higher than the previous day’s close for the 9th day in a row– Tesla updates Model 3 specs, pricing, delivery estimates– Gigafactory Shanghai approved for production– Track Mode hardware package– UAW/GM tentative agreement details…
GF3/Model Y/Plaid Updates, IIHS, EV Taxis, Volvo XC40, UAW/GM Reach Tentative Agreement (10.16.19)
Oct 17, 2019 • 13 min
– Gigafactory Shanghai rumor– Model Y spotted outside of California– Update on Plaid powertrain Model S– IIHS headlight ratings– Green Cab converts to Tesla– Volvo unveils XC40 Recharge– UAW and GM reach tentative collective bargaining agreement…
Model Y Production Rumors, Back to the Nürburging, Taycan 4S, Rivian Update (10.15.19)
Oct 15, 2019 • 18 min
– CleanTechnica reports on Model Y production rumors– Yet another Model Y spotted in Fremont– Tesla heads back to the Nürburgring– Porsche announces the Taycan 4S– UAW and GM reportedly make some progress in strike negotiations– Rivian VP shares some…
Cybertruck, Compensation Adjustments, DeepRain, China Updates, Model Y Spotting (10.14.19)
Oct 15, 2019 • 13 min
– Updates on Gigafactory Shanghai, China Regulations– Elon discusses Tesla Truck, Autopark, and DeepRain on Twitter– Tesla reportedly adjusts compensation structure for store employees– Model Ys spotted in Fremont Links:Email >…
Interview: Consumer Reports Head of Connected & Automated Vehicles, Kelly Funkhouser (10.11.19)
Oct 11, 2019 • 47 min
– Consumer Reports Head of Connected & Automated Vehicles, Kelly Funkhouser, joins the podcast to discuss the recent article on Smart Summon, and Tesla’s other autonomous features Links:Email > tesladailypodcast@gmail.
Dyson’s EV Plans, GM CEO Meets With UAW, New Panasonic VP (10.10.19)
Oct 11, 2019 • 7 min
– Update on Dyson’s electric vehicle plans– UAW sources comment on electric and autonomous vehicles– Panasonic hires new VP of battery technology Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast…
Consumer Reports on Smart Summon, CA Blackouts, Model Y/Pickup News, Earnings Scheduled, Short Interest (10.09.19)
Oct 9, 2019 • 11 min
– Consumer Reports reviews Smart Summon– PG&E schedules blackouts in northern California– Tesla schedules the Q3 earnings release and conference call– Elon addresses pickup truck unveil timing– Model Y prototype spotted again (Link)– Updated short…
Moody’s Upgrade, Tesla Energy Nantucket Project, PepsiCo/Tesla Semi, Panasonic Relationship (10.08.19)
Oct 8, 2019 • 10 min
– Moody’s upgrades a portion of Tesla’s asset-backed securities– Tesla energy project in Nantucket, Massachusetts– PepsiCo stirring up some Tesla Semi news– Wall St. Journal article discusses Tesla/Panasonic relationship (Link) Links:Email >…
Hibar Systems Acquisition, Polestar 2, UAW Strike Continues (10.07.19)
Oct 8, 2019 • 13 min
– Tesla reportedly recently acquired Hibar Systems, Ltd– Polestar 2 specs announced– UAW strike continues against GM– Elon Musk tweets about plans for Tesla horns and active speakers Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon…
Firmware Update Reduced Select Model S/X Range, Now Under NHTSA Scrutiny (10.04.19)
Oct 4, 2019 • 6 min
– A firmware update in May which suddenly reduced range for some owners of Model S and X has led to complaints and a petition filed to NHTSA– Learn more about the issue on the Tesla Motors Club thread (Link) Links:Email >…
Analyst Reactions, New Line of Credit (10.03.19)
Oct 3, 2019 • 7 min
– Taking a look at analyst reactions to the Q3 delivery and production report– Tesla opens a new line of credit in China Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Ludicrous producer Bradford…
Q3-19 Delivery & Production Report, Model Y Prototype (10.02.19)
Oct 2, 2019 • 13 min
– Tesla reports third quarter delivery and production numbers– Model Y prototype spotted in Silicon Valley– Smart Summon news and notes– Porsche Taycan production update Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
DeepScale Acquisition, Last Look at Q3 Deliveries (10.01.19)
Oct 1, 2019 • 6 min
– Tesla reportedly acquires DeepScale, an AI company– Checking in on Netherlands, Norway, and Spain registrations– InsideEVs releases September US delivery estimates Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Examining the Latest Rumors on Deliveries and Inventory (09.30.19)
Oct 1, 2019 • 13 min
– Taking a deeper look at a report from Electrek today on Q3 deliveries and North American inventory levels Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Ludicrous producer Bradford…
Smart Summon, EU Registrations, China Notes, CARB, Fremont Police (09.27.19)
Sep 27, 2019 • 11 min
– First reactions and more thoughts on Smart Summon– Checking in on Netherlands, Norway, and Spain registrations– Two analyst notes on China– Two more states plan to join CARB standards– Fremont Police Model S in the news Links:Email >…
100,000 Delivery Target, V10 Wide Release, GF Shanghai News (09.26.19)
Sep 27, 2019 • 18 min
– A leaked email from email suggests possibility of 100,000 total deliveries in Q3– V10 software release moves beyond early-access program to wider release– Gigafactory 3 production rumored to start on October 14th Links:Email >…
Q3-19 Consensus Estimates Ahead of Delivery & Production Report (09.25.19)
Sep 26, 2019 • 6 min
– Taking a look at the current FactSet consensus estimates heading into Tesla’s delivery and production report next week Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Ludicrous producer Bradford…
TSLA, Solar City Lawsuit, More Emissions Scandal Fallout, Impeachment Inquiry (09.24.19)
Sep 25, 2019 • 12 min
– TSLA stock finishes -7.5% on the day– House of Representatives announce impeachment inquiry– Looking into the the recently published un-redacted plaintiff’s case in a Solar City lawsuit (Link)– Volkswagen management faces charges for market…
Battery Cells, Norway EV Survey, UAW Check-In (09.23.19)
Sep 24, 2019 • 10 min
– Report that LG has started manufacturing battery cells for Tesla vehicles– VW begins operation of pilot line to research battery cell production– Norway Electric Car Association survey results– Checking in on UAW strike against GM Links:Email >…
EPA Attempts to Limit California Emissions Control, States Sue Back (09.20.19)
Sep 20, 2019 • 10 min
– The US Environmental Protection Agency is attempting to revoke a waiver allowing California to set its own emissions standards; California and other states sue in an effort to retain control Links:Email > tesladailypodcast@gmail.comTwitter >…
Amazon Outlines Huge Rivian Order, Daimler Comments on ICE Development, Tesla Wraps up at Nürburgring (09.19.19)
Sep 19, 2019 • 12 min
– Amazon announces intention to purchase 100,000 all-electric delivery vans from Rivian (Link)– Daimler comments on future engine development plans (Link), perhaps conflicting with previous statements (Link)– Tesla packs up at the Nürburgring Links:Email…
IIHS Top Safety Pick+, Model 3 in the Netherlands, Europe Check-In, Latest from GF3 & Nürburgring (09.18.19)
Sep 19, 2019 • 12 min
– Model 3 becomes most-registered car in the Netherlands year-to-date– Checking in on quarter-to-date vehicle registrations in Europe– New leaked photos from Gigafactory Shanghai– Latest developments on the Nürburgring– IIHS awards the Model 3 with Top…
Interview: Matt Joyce 2 (09.17.19)
Sep 17, 2019 • 49 min
– Matt Joyce rejoins the podcast to discuss recent developments Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Ludicrous producer Bradford FergusonExecutive producer Rob GillExecutive producer…
V10 Release Notes, GM Workers Strike (09.16.19)
Sep 17, 2019 • 9 min
– V10 release notes make it to early access program members, video walkthrough shared (Link)– GM union workers begin strike as union contract comes to an end Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Big Solar, Pricing/Discounts, Short Interest, Nürburgring, Mercedes CEO Comments (09.13.19)
Sep 13, 2019 • 16 min
– Updated short interest for the 8/30 settlement date– Tesla updates pricing for Model 3 in some markets and reportedly approves some select discounting in the US– Latest developments on the Nürburgring– Mercedes CEO comments on diesel– Strange coverage…
Plaid Model S/X Powertrain, Hardware 3.0 Retrofit, Props from Volvo (09.11.19)
Sep 11, 2019 • 11 min
– Tesla discloses development of a “Plaid” powertrain for Model S/X– Updates on Nürburgring– Info on referral program update– First reported autopilot hardware 3.0 (aka FSD computer) retrofit– Director from Volvo’s Polestar brand gives Te
General Assembly 5 & Model Y, Referral Program Update, Rivian Takes $350M Investment (09.10.19)
Sep 11, 2019 • 14 min
– Taking a look at a new building permit filed by Tesla and what it may mean for Model Y– Tesla updates referral program ahead of the end of quarter– Rivian takes a $350M investment from Cox Automotive Links:Email > tesladailypodcast@gmail.comTwitter >…
VW ID.3 & Battery Factory Partnership, Nürburgring/Taycan Updates, Battery Longevity Research, Other News (09.09.19)
Sep 10, 2019 • 19 min
– A few updates on Tesla’s Nürburgring progress, and taking a closer look at the Taycan’s time– News on lower trim version of the Taycan– Volkswagen unveils some aspects of the ID.3– Volkswagen partners with Northvolt for European battery factory– Battery…
Nürburgring Reservations, Electromagnetic Wipers, Apple Self-Driving Testing (09.06.19)
Sep 6, 2019 • 11 min
– Tesla has reportedly not yet scheduled a time to track the Model S on Nürburgring– Electromagnetic wiper patent– Apple self-driving car spotted with new sensor array– A request for feedback (tesladailyideas@gmail.com) Links:Email >…
Comments on Tesla Insurance, Battery Cell Job Postings, UK Model 3 Deliveries, Model S to Nürburgring (09.05.19)
Sep 5, 2019 • 9 min
– Tesla’s head of insurance comments on Tesla’s insurance plans– Job postings provide more evidence of Tesla’s cell manufacturing plans– Model 3 is the third best-selling car in the UK in August– Model S heads to Nürburgring next week Links:Email >…
Porsche Taycan Unveiling, InsideEVs August Estimates (09.04.19)
Sep 5, 2019 • 14 min
– Porsche unveils the Taycan, release specs for Taycan Turbo and Taycan Turbo S– InsideEVs publishes August US Tesla delivery estimates Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Ludicrous…
UAW Nears Contract Expiration with GM, Ford, Fiat-Chrysler, + Minor Tesla Updates (09.03.19)
Sep 3, 2019 • 8 min
– UAW votes to authorize potential strikes ahead of contract expiration and negotiations with GM, Ford, and Fiat-Chrysler– A few quick Tesla updates Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast…
Powerwall Project in Zimbabwe, Model 3 Police Vehicle, Leather-Free (09.02.19)
Sep 3, 2019 • 9 min
– Zimbabwean telecom provider commissions Tesla Powerwall project – Model 3 is now 100% leather-free– Indiana adds Model 3 to police fleet– Quick updates on other EVs Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
China Purchase Tax Exemption, Tesla Insurance Updates (08.30.19)
Aug 30, 2019 • 6 min
– China announces purchase tax exemption for Tesla vehicles– Tesla updates insurance algorithms– Some new information on the structure of Tesla Insurance Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Jack Ma/Elon Musk at WAIC, China & Europe Updates, KBB Brand Watch (08.29.19)
Aug 29, 2019 • 11 min
– Jack Ma and Elon Musk discuss AI and other topics at the World Artificial Intelligence Conference in China– Camouflaged Model 3 spotted at Shanghai service center– Wedbush analyst note and other European updates– KBB brand survey finds interesting…
Insurance by Tesla, Elon Musk to Speak in China (08.28.19)
Aug 28, 2019 • 6 min
– Tesla launches Tesla Insurance– Elon Musk will speak at the World Artificial Intelligence Conference in China on 8/29– Tesla issues statement on 2018 Amazon solar fire Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Vanity Fair on Tesla/Solar City, GF Shanghai Update, Short Interest (08.26.19)
Aug 27, 2019 • 10 min
– Some thoughts on an article from Vanity Fair on Tesla’s acquisition of Solar City– Update on progress at Gigafactory Shanghai (Link)– Updated short interest– First Model 3 deliveries in New Zealand– Techmeme Ride Home Podcast can be found here (Link)…
Tariffs, Walmart/Tesla Move Forward, GF-Shanghai Updates (08.23.19)
Aug 23, 2019 • 14 min
– China and US trade war continues to escalate– Walmart and Tesla issue joint statement on solar issues– Updates on Tesla’s GF-Shanghai Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive…
Walmart/Tesla Solar Dispute, Moody’s Upgrade, Rumors of VW Interest in TSLA (08.22.19)
Aug 23, 2019 • 14 min
– Walmart files a breach of contract action against Tesla over solar installs– Moody’s upgrades Tesla’s rating– VW CEO rumored to have interest in TSLA stake– A MASSIVE THANK YOU FOR ALL OF THE SUPPORT Links:Email > tesladailypodcast@gmail.comTwitter >…
An Announcement & The Two-Year Anniversary of Tesla Daily (08.20.19)
Aug 20, 2019 • 9 min
Today marks the two-year anniversary of the Tesla Daily podcast, as well as episode number 400. Taking a look back at where this began, as well as an important announcement. Patreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive…
EV Consumer/Dealer Survey, Waymo Production Strategy, India and Batteries, Thoughts on Solar (08.19.19)
Aug 19, 2019 • 13 min
– Tesla unsurprisingly receives highest marks in EV brand awareness survey (Link to full study)– Waymo discusses vehicle production strategy– India may be planning a push more gigawatt-hour scale battery production– A few more details emerge on Tesla’s…
Rentable Tesla Solar, Pricing Updates, Colorado Joins ZEV States (08.16.19)
Aug 16, 2019 • 8 min
– Model Y and Performance Model 3 price updates– Tesla quietly begins offerings rental solar systems– Colorado approves ZEV policy Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer…
Semi Testing May Hint at Weight, Inverted Yield Curve, Spotify (08.15.19)
Aug 16, 2019 • 7 min
– Brief discussion on the macro markets– Spotify is “coming” to (presumably) US Teslas according to Elon– Tesla Semi spotted testing, driver shares some important info Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Jaguar Offers Tesla Conquest Bonus, Mini Cooper SE Interest, GM President Comments on Hybrids (08.13.19)
Aug 13, 2019 • 9 min
– Jaguar offers a “Tesla Conquest” bonus to incentivize I-PACE sales– BMW discloses interest in all-electric Mini Cooper SE– GM President Mark Ruess comments on hybrid powertrains Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Model 3 Crash/Fire, Porsche’s Positioning of Taycan (08.12.19)
Aug 12, 2019 • 8 min
– A Model 3 catches fire after an accident in Russia, causing headlines worldwide– Examining Porsche’s marketing strategy for the Taycan Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive…
NHSTA Cease & Desist, Updated Short Interest, Other Notes (08.10.19)
Aug 10, 2019 • 9 min
– Catching up on news from the week– Discussion of a cease and desist letter NHTSA sent to Tesla last year– Short interest update from 7/31– Notes from Elon on Twitter Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Unlimited Free Supercharging Back for S/X, New e-tron, Reddit Story (08.03.19)
Aug 3, 2019 • 9 min
– Tesla brings back unlimited free supercharging for new S/X orders– Audi announces a new e-tron– A Tesla story from Reddit– Podcast returns Thursday, Aug 8th Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
InsideEVs July Estimates, Stock Notes, Washington EV Incentives (08.01.19)
Aug 1, 2019 • 6 min
– Discussing InsideEVs July delivery estimates– Macro impacts on TSLA– Updated short interest– New Washington state EV tax incentive Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer…
Technology Sets Apart Model 3 Safety Ratings (07.30.19)
Jul 30, 2019 • 7 min
– Discussion on the recent Model 3 safety rating from Euro NCAP and ANCAP Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan…
V10, Netflix/YouTube, Megapack, Solar Roof (07.29.19)
Jul 29, 2019 • 8 min
– News about upcoming software features– Tesla launches a new utility scale storage system– Elon mentions a production target for solar roof Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive…
Q2 2019 Earnings Report – Part 2 (07.26.19)
Jul 26, 2019 • 12 min
– Continued discussion of Tesla’s Q2 2019 earnings report Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure:…
Why Wasn’t Tesla Profitable? (07.25.19)
Jul 26, 2019 • 13 min
– Breaking down why Tesla was not able to post a profit in Q2-19 despite record deliveries Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy…
Q2 2019 Earnings Report – Part 1 (07.24.19)
Jul 24, 2019 • 10 min
– Part 1 discussion of Tesla’s Q2 2019 earnings report Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer Disclosure:…
Competitive Insights, Roth Capital Downgrade (07.22.19)
Jul 22, 2019 • 6 min
– Roth Capital downgrades TSLA– Analyzing incoming BMW CEO Oliver Zipse’s thoughts on BMW’s electrification strategy Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob…
P3D-, Supercharger Updates, BMW Selects New CEO (07.20.19)
Jul 20, 2019 • 7 min
– Some customers have been able to purchase lesser-optioned Performance Model 3’s with a base price of $49,990– Tesla adds a new V3 supercharging station and updates future supercharger locations– BMW selects its next CEO Links:Email >…
Morgan Stanley’s China Forecasts, Upcoming FSD Price Increases, Pearl White, Disney/Tesla (07.17.19)
Jul 18, 2019 • 9 min
– Elon adds some context on Pearl White Multi-Coat base paint– FSD price increase planned for mid-August– Rumored Disney/Tesla Tomorrowland theme park partnership– Morgan Stanley issues updated note with feedback from MS China team Links:Email >…
Pricing and Vehicle Lineup Changes, Moody’s Upgrade (07.15.19)
Jul 16, 2019 • 10 min
– Moody’s upgrades rating on a portion of Tesla’s asset-backed securities– Tesla adjusts vehicles lineup and pricing– Neuralink event on Tuesday, 7/16 Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast…
Annual Guidance, Daimler Profit Warning, A Tesla Story (07.13.19)
Jul 13, 2019 • 10 min
– Tesla leaves annual guidance reaffirmation out of the Q2 delivery and production report– Daimler issues another profit warning– A personal story from an investor in France Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Ultimate Car of the Year, Supplier Production Increase, Short Interest, Earnings Date (07.11.19)
Jul 11, 2019 • 8 min
– Tesla wins two prestigious awards (Link to MotorTrend)– Report on Tesla supplier increasing production– Short interest updated for the 6/28 settlement date– Tesla announces the Q2 earnings report date Links:Email > tesladailypodcast@gmail.comTwitter >…
Investor Roundtable with Galileo Russell, Rob Maurer, and Matt Joyce (07.10.19)
Jul 10, 2019 • 69 min
– TSLA investor roundtable recorded on 7/7/19 with Galileo Russel, Rob Maurer, and Matt Joyce– Also available on YouTube (Link) 1:12 Tesla Q2 Production & Deliveries Report & Potential S&P 500 inclusion 4:20 Short Position In Tesla/Short-Squeeze Theory…
Fremont Reportedly Increasing Production, Musk Addresses Refresh Rumors, Autopilot Team (07.09.19)
Jul 9, 2019 • 8 min
– Elon Musk addresses S/X refresh rumors on Twitter– Headlines on Autopilot team turnover– Update on Wisconsin state budget impacting Tesla– Bloomberg reports on leaked email from Jerome Guillen regarding production increase at Fremont Links:Email >…
Autonomy Development, March of Nines, Tesla Network (07.08.19)
Jul 9, 2019 • 9 min
– Elon Musk tweets about autonomy– Discussion on Tesla’s strategy and Tesla Network Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by…
Q2-19 Delivery & Production Report (07.02.19)
Jul 3, 2019 • 15 min
– Tesla reports record delivery and production numbers for Q2, 2019 Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan Schaeffer…
Toybox Improvements, UBS Downgrade, HBD Elon (06.28.19)
Jun 29, 2019 • 7 min
– Discussing the newest improvements to Tesla’s software suite– UBS downgrades TSLA again– Happy birthday to Elon Musk! Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob…
BMW Board Member Comments on EVs, Roadster 0-60, Wisconsin Direct Sales (06.27.19)
Jun 27, 2019 • 7 min
– Wisconsin budget may allow direct sales in Wisconsin– Roadster base 0-60 mph reduced?– BMW board member says Europeans won’t buy EVs (Link) Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive…
Elon Musk Emails Employees on Q2 Deliveries, More Reports on Tesla’s Battery Cell Ambitions (06.26.19)
Jun 26, 2019 • 7 min
– Leaked Elon Musk email to employees discussing the end-of-quarter push– CNBC reports on Tesla’s battery cell production plans Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob…
Q2 Delivery News, Consensus Estimates, Updated Short Interest (06.25.19)
Jun 26, 2019 • 10 min
– Another update on Q2 deliveries in North America from Electrek– Oppenheimer note and consensus estimates– Short interest update for the 6/14 settlement date Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
CleanTechnica’s Jerome Guillen Interview, Daimler Emissions, Tariffs (06.24.19)
Jun 24, 2019 • 7 min
– CleanTechnica publishes part two of their interview with Jerome Guillen (Link)– Daimler faces more emissions-related recalls– Tesla granted minor tariff exemption Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Analyst Updates, First Right-Hand Drive Deliveries, Falcon Heavy (06.22.19)
Jun 22, 2019 • 5 min
– Price target updates from Jefferies and Baird– First RHD deliveries in the UK– Electrek reports on this week’s North American delivery targets– Falcon Heavy launch planned for Monday, 6/24 Links:Email > tesladailypodcast@gmail.comTwitter >…
Goldman Sachs Does Goldman Sachs Things, Waymo/Renault/Nissan (06.20.19)
Jun 20, 2019 • 6 min
– Goldman Sachs Equity Research issues updated note and price target on TSLA– FactSet consensus for Q2– Waymo partners with Renault and Nissan Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast…
New Base Paint, Referral Program, Fed Meeting (06.19.19)
Jun 19, 2019 • 7 min
– Upcoming changes to Tesla’s paint options– Elon tweets on possible referral program change– Comments from the Federal Reserve’s meeting– Chanos SEC filings Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Business Insider Article on Model 3 Production, Truckla (06.18.19)
Jun 18, 2019 • 7 min
– Business Insider reports on one segment of Model 3 production– Truckla advertisement (Link) and behind the scenes (Link)– Elon back on Twitter– More info on RWD LR Model 3 Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Elon’s (off?) Twitter, Baird Update, RWD LR Model 3, Pope Francis (06.17.19)
Jun 17, 2019 • 7 min
– Elon causes some confusion with his most recent tweet– Ben Kallo of Baird issues an update on TSLA– InsideEVs reports on availability of the single-motor rear-wheel drive long range Model 3– Pope Francis hosts climate change conference with business…
Thoughts on Advertising, More Bob Lutz, Shareholder Meeting (06.14.19)
Jun 14, 2019 • 18 min
– Bob Lutz shares new thoughts on Tesla– Discussion on advertising and public relations, and more from the 2019 shareholder meeting Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer…
#365, More News on Tesla Games and Media, Autonomous Driving Regulation in Florida (06.13.19)
Jun 13, 2019 • 6 min
– Elon Musk shares some news on games coming to Tesla at E3 in interview with Todd Howard of Bethesda Game Studios (Link)– Florida governor signs bill on autonomous driving Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
2019 Shareholder Meeting, Record Short Interest (06.12.19)
Jun 12, 2019 • 15 min
– Discussing the main takeaways from the 2019 Tesla shareholder meeting– Updated short interest from 5/31 reporting date Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob…
First Public V3 Supercharger Opens, Tesla/SpaceX Favored by Engineering Students (06.07.19)
Jun 7, 2019 • 7 min
– Tesla opens its first public Supercharger V3 station– Survey of engineering students shows high interest in Tesla and SpaceX Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob…
Quarter to Date Deliveries & June Targets, India Reportedly Pushing Ride-Sharing Towards EVs (06.06.19)
Jun 7, 2019 • 11 min
– Electrek reports on quarter to date North American deliveries and goals for June– India reportedly moves to impose restrictions on percentage of ICE vehicles in ride-sharing fleets Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon…
Shareholder Meeting Questions, Sentiment, Early Access Program (06.05.19)
Jun 5, 2019 • 11 min
– Discussing questions for the upcoming Tesla Shareholder Meeting, which you can submit and vote for at https://www.say.com/qa/tesla/– Adam Jonas note may be indicative of a shift in sentiment– Tesla provides Ars Technica with an update on Early Access…
InsideEVs May Estimates, Macro Movement (06.04.19)
Jun 5, 2019 • 8 min
– TSLA finally bounces as the broader markets rise– InsideEVs publishes their May delivery estimates Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer…
TSLA’s Valuation and Price/Sales, Tesla Truck Details and Market (06.03.19)
Jun 3, 2019 • 10 min
– Taking a brief look at TSLA’s valuation as we continue to hit new lows– Elon Musk shares some more details on the Tesla pickup truck, including targeted base price Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
RHD Model 3 Availability Expands, Mexico Tariffs, Pricing Display (06.01.19)
Jun 1, 2019 • 7 min
– Tesla opens Model 3 order page for more right-hand drive countries– Discussing the impact of possible US tariffs applied to Mexico– Tesla updates ordering page pricing display in the US Links:Email > tesladailypodcast@gmail.comTwitter >…
China Model 3 Pricing Analysis (05.30.19)
May 30, 2019 • 8 min
– Tesla announces pricing for the Gigafactory Shanghai produced Model 3, expects deliveries in 6-10 months Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive…
Refresh and Model Y Rumors, Musk Email on Deliveries, CEO Compensation (05.29.19)
May 29, 2019 • 10 min
– CNBC reports on rumors of an upcoming refresh for Model S, and possible Model Y production planning– Another leaked Elon email discuss delivery logistics and demand– Musk’s 2018 CEO compensation Links:Email > tesladailypodcast@gmail.comTwitter >…
Upcoming China Announcement, Autotrader Survey (05.28.19)
May 29, 2019 • 7 min
– Tesla teases China announcement for 5/31, likely related to Model 3 pricing– Autotrader survey indicates high EV interest (Link)– Autopilot allegedly avoids side-collision (Link) Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Updated Short Interest (05.25.19)
May 25, 2019 • 5 min
– Updated TSLA short interest for reporting date 5/15– SpaceX successfully launches first production Starlink satellites Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob…
Another Musk Email on Orders and Production, Price Elasticity/Advertising (05.23.19)
May 23, 2019 • 16 min
– Another leaked Musk email discusses Q2 net new orders and Model 3 production rates– Discussion around price elasticity and advertising centered around the recent Model S/X price changes Links:Email > tesladailypodcast@gmail.comTwitter >…
Musk Email to Employees on Expense Management, Wedbush Lowers Price Target (05.20.19)
May 20, 2019 • 8 min
– Elon Musk emails employees regarding expense management at Tesla– Wedbush lowers TSLA price target Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer…
Interview: Matt Joyce (05.16.19)
May 17, 2019 • 114 min
– Interview with Tesla investor Matt Joyce recorded on the evening of Thursday, May 16th, 2019– You can find Matt on Twitter @matty_mogul and more information on Toom Dips at www.toomdips.com Links:Email > tesladailypodcast@gmail.comTwitter >…
Gigafactory 2 Adds Electronics Production, Tesla Communications Director to Depart (05.15.19)
May 15, 2019 • 7 min
– Discussing Tesla’s requirements for Gigafactory 2 in Buffalo– Tesla’s senior director of communications plans to leave Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob…
Model 3 Price Increase, China Tariffs, Maxwell, US Army Battery Development (05.14.19)
May 14, 2019 • 7 min
– China plans increased tariffs– Tesla raises Model 3 prices in US– Maxwell Technologies (possible) final offer– US Army battery development Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive…
Updated Short Interest, Uber IPO, Starlink (05.13.19)
May 13, 2019 • 7 min
– Short interest spikes for 4/30 reporting period– Uber IPO discussion– Starlink launch this week Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy…
Panasonic Comments on Tesla on Earnings Call (05.09.19)
May 9, 2019 • 7 min
– Panasonic posts its FY2019 earnings report and discusses Tesla on their earnings call Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic…
Cap Raise Completed, VW ID.3 (05.08.19)
May 8, 2019 • 7 min
– Tesla completes its capital raise– Volkswagen opens reservations for the ID.3, shares more information on the vehicle (Link) Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob…
Waymo/Lyft Partnership, Convertible Note Capital Cost, Cruise Raise, Software Update (05.07.19)
May 7, 2019 • 9 min
– Discussing the true cost of capital on Tesla’s convertible notes– Waymo partners with Lyft– GM’s Cruise raises money at a new valuation– Tesla software update 2019.16 Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
FCA Credits, Self-Diagnostics (05.06.19)
May 6, 2019 • 8 min
– Fiat-Chrysler discusses regulatory credit strategy– Anthony Levandowski comments on Lidar– Tesla add self-diagnostic service feature Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive…
Increased Capital Raise, Details from Investor Call (05.03.19)
May 3, 2019 • 8 min
– Updated terms for Tesla’s shelf offering filed this morning– Details from Musk/Kirkhorn call with investors yesterday Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob…
$2.0B – $2.3B Capital Raise, Further Discussion on Autonomy Day/Podcast (05.02.19)
May 2, 2019 • 7 min
– Tesla raises up to $2.3B in common stock and convertible note issuance– Further discussion on Tesla autonomy day and Elon’s podcast with Lex Fridman Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast…
Checking In (04.30.19)
Apr 30, 2019 • 8 min
– Thoughts on the goings-on of Tesla and TSLA the last couple of weeks Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive producer Jeremy CookeMusic by Evan…
Model 3 Lineup Change, Tesla/Panasonic Investment in GF1 (04.12.19)
Apr 12, 2019 • 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, 2019 • 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 > tesladailypodcast@gmail.comTwitter >…
Electrek Reports on Possible Powertrain Update for S/X, Hardware 3 Delivery (04.05.19)
Apr 5, 2019 • 7 min
– Electrek reports that Tesla may be planning to update motors for S/X– Delivery of Tesla’s hardware 3 computer Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive…
Judge Hears Arguments in SEC/Musk Contempt Case (04.04.19)
Apr 4, 2019 • 9 min
– Judge Nathan hears arguments from both sides in the SEC/Musk contempt case– A few other pieces of news/notes Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Rob GillExecutive…
Q1 Delivery and Production Report (04.03.19)
Apr 3, 2019 • 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 > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
CNN Proves Itself Inept at Covering Tesla — Twice, UPS/Tesla Exchange Tweets (04.02.19)
Apr 2, 2019 • 7 min
– CNN puts on a display of poor journalism in article discussing Tesla’s Q1 numbers– Tesla/UPS exchange tweets Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome…
Q1 Risk, Jung Musk, EV Market Share in Norway (04.01.19)
Apr 1, 2019 • 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 > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Q1 Delivery Discussion, HW3 Tweets from Elon (03.29.19)
Mar 29, 2019 • 13 min
– Discussing my current thoughts on Q1 deliveries vs. consensus estimates– Elon shares some small updates on HW3 on Twitter Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome…
Maxwell Tender Offer Extended for Second Time (03.28.19)
Mar 28, 2019 • 4 min
– Tesla has extended the tender offer for Maxwell technologies for the second time in two weeks Links:Email > tesladailypodcast@gmail.comTwitter > @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, 2019 • 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, 2019 • 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 > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive…
Musk’s Sur-Reply, New AP Features (03.23.19)
Mar 23, 2019 • 9 min
– Sur-reply filed by Musk’s lawyers in contempt case (Link)– Two new Autopilot features Links:Email > tesladailypodcast@gmail.comTwitter > @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, 2019 • 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, 2019 • 6 min
– Tesla increases prices on most vehicles, makes change to Model S lineup– Screenshot of internal Tesla screen showing fleet size (Link) Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive…
SEC Replies to Musk in Contempt Case (03.19.19)
Mar 19, 2019 • 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, 2019 • 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 > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer…
Initial Thoughts on Model Y (03.15.19)
Mar 15, 2019 • 8 min
– Tesla unveils Model Y– Reaction from event and early thoughts on Model Y Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive producer Rob GillExecutive…
Volatility, Tesla Reevaluates Closings (03.12.19)
Mar 13, 2019 • 13 min
– Tesla reevaluates store closings decisions and vehicle pricing– Analyzing the impact of the volatile decision making Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome…
Model Y Unveiling Invitations, Store Closing Process, Tesla Reputation (03.09.19)
Mar 9, 2019 • 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 > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon…
V3 Charge Curve, Model 3 Delivery Estimates, $520M China Loan (03.07.19)
Mar 7, 2019 • 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 > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast…
Supercharger V3, Shanghai Vehicle Assembly, Standard Model 3 Production (03.06.19)
Mar 6, 2019 • 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 > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Labels Cause Quickly Resolved Delays in China, Last Week’s Model 3 Fatal Accident, Tesla Search Trends (03.05.19)
Mar 5, 2019 • 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 > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Model Y & Supercharger V3 Unveilings, TSLA Weakness (03.04.19)
Mar 4, 2019 • 14 min
– What to expect from the upcoming Model Y and Supercharger V3 unveilings– Thoughts on current price action for TSLA Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome…
Further Discussion on Standard Model 3, Filling in the Blanks, Bond Repayment (03.01.19)
Mar 1, 2019 • 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, 2019 • 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 > tesladailypodcast@gmail.comTwitter…
Interview: Consumer Reports Director of Auto Testing, Jake Fisher (02.27.19)
Feb 27, 2019 • 42 min
– Consumer Reports Director of Auto Testing, Jake Fisher, joins the podcast to give some clarity on Consumer Reports Model 3 recommendation status Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast…
SEC Files Request to Court to Hold Musk in Contempt of Settlement Agreement (02.25.19)
Feb 25, 2019 • 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 > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive…
Analyzing & Understanding Consumer Reports’ Tesla Model 3 Recommendation Change (02.23.19)
Feb 23, 2019 • 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 > tesladailypodcast@gmail.comTwitter >…
Consumer Reports Removes Model 3 Recommendation (02.21.19)
Feb 21, 2019 • 7 min
– Consumer Reports removes recommendation from Tesla Model 3– US auto dealership group president comments on Tesla Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome…
Elon Clarifies Production Tweet, New General Counsel, Model 3 Leasing (02.20.19)
Feb 20, 2019 • 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, 2019 • 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 > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Standard Range Model 3 Timeline Removed from Order Page (02.18.19)
Feb 18, 2019 • 3 min
– Tesla removes delivery estimate from order page for Model 3 Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive producer Rob GillExecutive producer Rish…
Dashcam Improvement, Institutional Investors (02.14.19)
Feb 14, 2019 • 5 min
– Dashcam feature improved– Two institutional investors disclose TSLA stake– Maxwell Technologies comments on acquisition timing Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer…
Sentry/Dog Mode Rolling Out, CA Disengagement Report (02.13.19)
Feb 13, 2019 • 9 min
– Sentry Mode & Dog Mode begin rolling out– California publishes 2018 autonomous vehicle disengagement report Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive…
Autopilot Safety, GM Rumors (02.12.19)
Feb 12, 2019 • 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 > tesladailypodcast@gmail.comTwitter >…
Canaccord Upgrade, T Rowe Reduces Stake in Q4, Audi/Porsche EV Development (02.11.19)
Feb 11, 2019 • 7 min
– Canaccord Genuity upgrade– T Rowe Price reduces stake in TSLA– Manager Magazin reports on Audi and Porsche EV development Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome…
EV Profitability, Autopilot Standard for Model 3 in China (02.09.19)
Feb 9, 2019 • 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 > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Amazon Invests in Aurora, Tesla Sentry Mode & Dog Mode (02.07.19)
Feb 7, 2019 • 6 min
– Autonomous driving startup Aurora Innovation raises $530M from investors including Amazon– Tesla Sentry Mode and Dog Mode coming next week Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive…
Model 3 $1,100 Price Cut, Maxwell Technologies Acquisition, First European Model 3 Deliveries (02.06.19)
Feb 6, 2019 • 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 > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Interview: Tesla Side Hustle, Sharing EVs (02.04.19)
Feb 3, 2019 • 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, 2019 • 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, 2019 • 21 min
– Thoughts on the Q4 2018 shareholder letter, earnings report, and conference call Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive producer Rob GillExecutive…
Model S/X Price and Option Adjustments (01.29.19)
Jan 29, 2019 • 15 min
– Tesla has adjusted pricing and options for Model S and Model X– Examination of the value of the new lineup Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive…
Saudi Arabia Reportedly Hedges TSLA Position, Porsche/Electrify America Partner (01.28.19)
Jan 28, 2019 • 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, 2019 • 7 min
– Updated short interest from 1/15/19– Sentry Mode timeframe– Kelly Blue Book resale value awards Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive producer…
Submit & Vote for Q4 Questions (01.24.19)
Jan 24, 2019 • 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 > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive…
Model S/X Production Hours Reduced (01.23.19)
Jan 23, 2019 • 12 min
– Tesla responds to a CNBC article confirming that they have reduced production hours for Model S and Model X Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive…
Advanced Summon/Nav on AP Updates, Sentry Mode, Supercharging Pricing… Again (01.22.19)
Jan 22, 2019 • 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, 2019 • 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 > tesladailypodcast@gmail.comTwitter >…
Layoffs and Profitability Discussed in Musk Email (01.18.19)
Jan 18, 2019 • 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 > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast…
Analyzing the End of Tesla’s Referral Program on February 1st (01.17.19)
Jan 17, 2019 • 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 > tesladailypodcast@gmail.comTwitter > @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, 2019 • 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 > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast…
Ford & VW Launch “Global Alliance”, Further Discussion on TSLA Short Interest (01.15.19)
Jan 15, 2019 • 6 min
– Ford and Volkswagen announce a global alliance– Continuing discussion on TSLA’s current short interest Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive…
75 kWh Options Removed, Elon Musk Awarded “Disruptor of the Year” (01.14.19)
Jan 14, 2019 • 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 > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon >…
Deleveraging, Model 3s at US Port, GM Positions Cadillac for EVs (01.11.19)
Jan 11, 2019 • 6 min
– I finally sell some stuff– Model 3s spotted at San Fransisco port– GM positions Cadillac brand for electric vehicles Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome…
TSLA Short Interest, Smart Summon Update (01.10.19)
Jan 10, 2019 • 6 min
– TSLA short interest update from 12/31/18– Update on Smart Summon progress Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive producer Rob GillExecutive…
75 kWh Model S/X to be Discontinued (01.09.18)
Jan 9, 2019 • 6 min
– Tesla will soon discontinue the 75 kWh battery pack option for both Model S and Model X Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome JordenExecutive producer Rob…
Groundbreaking Ceremony for GF3 in China (01.07.18)
Jan 7, 2019 • 6 min
– Elon Musk visits Shanghai for Gigafactory 3 groundbreaking ceremony Links:Email > tesladailypodcast@gmail.comTwitter > @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, 2019 • 12 min
– Sandy Munro of Munro & Associates discusses Tesla (Link)– Update on Model 3 wheels from the original unveiling Links:Email > tesladailypodcast@gmail.comTwitter > @teslapodcastPatreon > patreon.com/tesladailypodcast Executive producer Jerome…
Q4 Delivery & Production Numbers, $2,000 US Price Decreases (01.02.19)
Jan 2, 2019 • 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 > tesladailypodcast@gmail.comTwitter > @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 > tesladailypodcast@gmail.comTwitter > @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 > tesladailypodcast@gmail.comTwitter > @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 > tesladailypodcast@gmail.comTwitter > @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 > tesladailypodcast@gmail.comTwitter > @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 > tesladailypodcast@gmail.comTwitter > @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 > tesladailypodcast@gmail.comTwitter > @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 > tesladailypodcast@gmail.comTwitter > @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 > tesladailypodcast@gmail.comTwitter > @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 > tesladailypodcast@gmail.comTwitter > @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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 IR@tesla.com & Martin Viecha, mviecha@tesla.com (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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com…
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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon >…
Performance Model 3 VINs/Reviews (07.20.18)
Jul 20, 2018 • 6 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com…
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 • 12 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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: mviecha@tesla.com, ir@tesla.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com…
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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com…
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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com…
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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com…
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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com 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 > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan…
10.12.17 – New Model 3 Production Video, TSLA Short Interest Update, Autopilot Take Rates, Autonomous Driving Regulation in CA
Oct 12, 2017 • 11 min
In this episode: – Elon posts a new video of the Model 3 production line and what it indicates for production rate – TSLA short interest update – Enhanced Autopilot and Full Self-Driving option take rates – California proposes updates to autonomous…
10.11.17 – Guest Discussion with Mike Brown on Puerto Rico’s Energy Situation
Oct 11, 2017 • 21 min
In this episode: – Mike Brown of Inverse.com joins us to discuss the energy situation in Puerto Rico and how Tesla may play a role Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Mike Brown is on…
10.10.17 – Backlash on Model 3 Production, Morgan Stanley Updates Price Target, Solar Roof Deliveries to Employees
Oct 10, 2017 • 9 min
In this episode: – Backlash from Wall St. Journal on third quarter Model 3 production – Morgan Stanley analyst Adam Jonas raises his price target for TSLA – Tesla delivers more Solar Roofs to employees Links: Email > tesladailypodcast@gmail.com Twitter >…
10.09.17 – Puerto Rico, Tesla Semi Unveiling, Model 3 Production & Details
Oct 9, 2017 • 9 min
In this episode: – More details on Tesla Energy in Puerto Rico – Tesla Semi unveil date changed yet again, and what that might indicate – Speculation on Model 3 production ramp – New information on Model 3 configuration and options Links: Email >…
10.06.17 – Tesla Energy & Puerto Rico, Model 3’s Faster Supercharging?
Oct 6, 2017 • 9 min
In this episode: – Have we just seen another huge Tesla Energy project come to life on Twitter? – Model 3 Long-Range edition appears to have faster supercharging than Model S/X Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon >…
10.05.17 – TSLA to $500: New Analyst Initiates Coverage
Oct 5, 2017 • 9 min
In this episode: – Nomura Group initiates coverage on TSLA – Discussion on Nomura’s forecasts Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcasta Music by Evan Schaeffer
10.04.17 – A Personal Story, The Impact of Negative Headlines
Oct 4, 2017 • 8 min
In this episode: – Anecdote on Tesla and the impact of negative media Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan Schaeffer
10.03.17 – Takeaways From Q3 Delivery Report, Model 3 Production Ramp, First Look at Tesla Semi
Oct 3, 2017 • 12 min
In this episode: – Understanding the Q3 delivery report and what it means for Tesla in the short and long terms – Discussion on Model 3 production ramp – First look at what appears to be the Tesla Semi and what we learned – 1000th Supercharging location…
10.02.17 – Supercharger Network Growth Accelerates, Q3 Delivery Report Expectations
Oct 2, 2017 • 4 min
In this episode: – Supercharger Network growth accelerating – What to expect from Q3 delivery report Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan Schaeffer
09.29.17 – Tesla’s South Australia Powerpack Project, SpaceX’s BFR, Model 3 VIN and Referral Program Updates
Sep 29, 2017 • 8 min
In this episode: – Tesla unveils South Australia Powerpack project – News on SpaceX’s BFR – Model 3 VIN update – Tesla updates referral program Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast…
09.28.17 – More Discussion on Tesla’s Growth Potential
Sep 28, 2017 • 10 min
In this episode: – More discussion on Tesla’s growth potential over the next two decades Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan Schaeffer
09.27.17 – Updated Investor Note from Morgan Stanley, A New Entrant in the EV Market
Sep 27, 2017 • 10 min
In this episode: – Discussion on a new note from Morgan Stanley analyst Adam Jonas – Another company has entered the EV space Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan Schaeffer
09.26.17 – Follow Up on DaveT Interview, SolarCity Settlement
Sep 26, 2017 • 15 min
In this episode: – Follow up thoughts on DaveT interview including technological commoditization and autonomous driving networks – More on SolarCity settlement Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon >…
09.25.17 – Interview (DaveT, Long-Time TSLA Investor)
Sep 25, 2017 • 61 min
In this episode: – Interview with long-time TSLA investor, DaveT – Dave’s newsletter: teslaweekly.com – Dave’s investment post index: Articles/megaposts by DaveT – Tesla Motors Club investor forum: TSLA Investor Discussions Links: Email >…
09.22.17 – Understanding Short Selling & Its Impact on TSLA
Sep 22, 2017 • 18 min
**Note: I said “165” many times in this episode when I meant “165 million”** Tesla Daily: Tesla News & Analysis In this episode: – What is short selling, short interest, days to cover, or a short squeeze, and how does it impact TSLA stock? – Tesla & AMD…
09.21.17 – Tesla in China, Model S75 Single Motor Discontinued, Analyst Price Targets
Sep 21, 2017 • 16 min
Tesla Daily: Tesla News & Analysis In this episode: – Tesla and production in China – Tesla 2017 deliveries in China – Model S 75 kWh single motor will be discontinued on 9/24 – Analyzing analyst’s price targets Links: Email > tesladailypodcast@gmail.com…
09.20.17 – Model 3’s EPA Range is 334 Miles
Sep 20, 2017 • 12 min
Tesla Daily: Tesla News & Analysis In this episode: – Model 3 Long Range version has a 334 mile combined EPA range – Jefferies downgrades TSLA, $280 price target – Tesla Daily 1 month anniversary Links: Email > tesladailypodcast@gmail.com Twitter >…
09.19.17 – Charging Speeds & Model 3 VIN Update
Sep 19, 2017 • 13 min
Tesla Daily: Tesla News & Analysis In this episode: – Tesla and Porsche’s charging speeds and what they indicate for each company – New Model 3 VIN sighting Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon >…
09.18.17 – TSLA, Porsche Mission E, Tesla Pickup, India, & More
Sep 18, 2017 • 18 min
Tesla Daily: Tesla News & Analysis In this episode: – TSLA stock performance – Porsche announces pricing details for first all-electric vehicle – Elon tweets about Tesla pickup and Tesla in India – Mazda announces electric vehicle plans Links: Email >…
09.15.17 – Mercedes, Jaguar Open Reservations for EVs in Norway, BMW 3 Series Future
Sep 15, 2017 • 12 min
Tesla Daily: Tesla News & Analysis In this episode: – Mercedes and Jaguar open up reservations for upcoming all-electric SUVs in Norway – Venture capitalist claims that BMW’s 3 series is “going to go to zero” Links: Email > tesladailypodcast@gmail.com…
09.14.17 – Tesla Semi Unveiling (When & Why), Tesla Exec Departs, More From The Frankfurt Auto Show
Sep 14, 2017 • 15 min
Tesla Daily: Tesla News & Analysis In this episode: – Tesla updates unveiling date for Tesla Semi, and what the timing means for investors – Tesla VP leaves Tesla after 11 years – Frankfurt Auto Show: EVs from startups Links: Email >…
09.13.17 – Model 3 Production, Frankfurt Auto Show, Model S/X Performance
Sep 13, 2017 • 14 min
Tesla Daily: Tesla News & Analysis In this episode: – Model 3 production rate and new photos (https://imgur.com/a/d5Afq) – EV concepts from the Frankfurt Auto Show – Update on 100D Model S/X performance discrepancy – NTSB reports findings of investigation…
09.12.17 – City Supercharging, Model 3 Production Line, VW’s Not-So-Massive EV Plan Update
Sep 12, 2017 • 18 min
Tesla Daily: Tesla News & Analysis In this episode: – Tesla releases a new type of Supercharger for city charging (https://www.tesla.com/blog/supercharging-cities) – Tesla updates Supercharger location plans (https://www.tesla.com/findus) – Model 3…
09.11.17 – Tesla’s Response to Hurricanes, China’s Regulation of ICE Vehicles, Model 3 Deliveries
Sep 11, 2017 • 12 min
Tesla Daily: Tesla News & Analysis In this episode: – Tesla grants additional range to customers affected by Hurricane Irma – China discusses the possibility of banning internal combustion engine vehicles – Model 3 delivery update – Future software update…
09.08.17 – BMW & Jaguar Announce Electric Vehicle Plans
Sep 8, 2017 • 12 min
Tesla Daily: Tesla News & Analysis In this episode: – BMW & Jaguar announce updates to their electric vehicle plans Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan Schaeffer
09.07.17 – New Autonomous Driving Regulation, Model 3 & Nissan Leaf Updates, SpaceX
Sep 7, 2017 • 11 min
Tesla Daily: Tesla News & Analysis In this episode: – New Federal regulation for self-driving cars passes in the House of Representatives – Tesla vs. Nissan miles driven – Model 3 standard interior package spotted – SpaceX launch today Links: Email >…
09.06.17 – Next-Gen Nissan Leaf Unveiling, Model 3 Taxes
Sep 6, 2017 • 11 min
Tesla Daily: Tesla News & Analysis In this episode: – Next generation Nissan Leaf is unveiled with improved range – Model 3 is a NAFTA vehicle, subject to lower taxes Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon >…
09.05.17 – Model 3 Sourcing, Efficiency, & Aero Wheels, Powerwall Update
Sep 5, 2017 • 7 min
Tesla Daily: Tesla News & Analysis In this episode: – Model 3 aero wheel confirmed to be two pieces – Model 3 Maroney sticker sighting, efficiency and sourcing – Powerwall installations in Minnesota Links: Email > tesladailypodcast@gmail.com Twitter >…
09.04.17 – Q3 Delivery Estimates, Model 3 Production, New Tesla Energy Project
Sep 4, 2017 • 18 min
Tesla Daily: Tesla News & Analysis In this episode: – Model S/X August InsideEVs delivery estimates and what they mean for Q3 2017 (http://insideevs.com/august-2017-plug-in-electric-vehicle-sales-report-card/) – Model 3 production update – New Tesla…
09.01.17 – Gigafactory 2 Starts Production of Tesla Solar Roof & How to Value It
Sep 1, 2017 • 15 min
Tesla Daily: Tesla News & Analysis In this episode: – Tesla Gigafactory 2 starts production of Tesla Solar Roof – How to value Tesla Solar – Model S/X performance update Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon >…
08.31.17 – 300,000 Mile Model S, Tesla Communications, Product and Pricing Updates
Aug 31, 2017 • 11 min
Tesla Daily: Tesla News & Analysis In this episode: – A Tesla Model S reaches 300,000 miles – Elon’s communication guidance for Tesla employees – Dashcam & Smart Air Suspension updates – Model S/X pricing analysis Links: Email >…
08.30.17 – Model S/X Price Reductions, Tesla Semi Competition
Aug 30, 2017 • 12 min
Tesla Daily: Tesla News & Analysis In this episode: – Model S/X 100D, P100D pricing has been lowered – Cummins, Inc unveils an all-electric heavy duty truck Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon >…
08.29.17 – Miles Per Dollar: Model 3 Pricing Analysis
Aug 29, 2017 • 6 min
Tesla Daily: Tesla News & Analysis In this episode: – Model 3 cost per mile of range and what it means for potential competition Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan…
08.28.17 – Model S/X Performance Increase, Tesla’s Growing Popularity
Aug 28, 2017 • 5 min
Tesla Daily: Tesla News & Analysis In this episode: – Model S/X European inventory get a performance bump – Tesla subreddit hits 150k subscribers (reddit.com/r/teslamotors) Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon >…
08.25.17 – Tesla Semi Range, Tesla Music Service, & Daimler Restructuring?
Aug 25, 2017 • 10 min
Tesla Daily: Tesla News & Analysis In this episode: – Tesla Semi range? – News on Tesla’s music service – Daimler restructuring? Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan…
08.24.17 – Model S/X Demand, Powerwall & Powerpack Updates, Model 3 Battery, SpaceX
Aug 24, 2017 • 24 min
Tesla Daily: Tesla News & Analysis In this episode: – Is Model S/X Demand increasing? (https://twitter.com/TeslaPodcast/status/900699729029365764) – Powerwall and Powerpack updates – Model 3 battery – SpaceX spacesuits unveiled…
08.23.17 – Apple’s Project Titan & Tesla Loot Box
Aug 23, 2017 • 7 min
Tesla Daily: Tesla News & Analysis In this episode: – Apple’s autonomous vehicle project – Tesla referral reward program Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan Schaeffer
08.22.17 – Uber and Tesla Merger? Tesla vs. Michigan and Model 3 Depreciation
Aug 22, 2017 • 10 min
Tesla Daily: Tesla News & Analysis In this episode: – Uber and Tesla: Would a merger make sense? – Tesla vs. Michigan – Model 3 Depreciation Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music…
08.21.17 – Tesla Network & Model 3 Updates
Aug 21, 2017 • 15 min
Tesla Daily: Tesla News & Analysis In this episode: – Tesla Network and driver profile updates – Model 3 white interior and VIN107 sighting Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by…
08.20.17 – Model 3 Delivery Event & Getting to Know Tesla Daily
Aug 20, 2017 • 28 min
Tesla Daily: Tesla News & Analysis In this episode: – Tesla Model 3 delivery event reaction – Getting to know Tesla Daily Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Music by Evan Schaeffer