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Tesla Daily: Tesla News & Analysis

Tesla Daily: Tesla News & Analysis

1,428 episodes — Page 14 of 29

Bitcoin Payment Added, Potter Note, Smart Shift, China Price, Taycan (03.24.21)

➤ Tesla has added Bitcoin as a payment method, here are the details and the important implications of the move ➤ Alex Potter of Piper Sandler issues updated note on TSLA stock after "Electric Truck Day" ➤ First demo video of Smart Shift manual control shared ➤ Tesla adjusts Model Y prices in China ➤ Porsche issues update to Taycan owners allowing them to lower charge rates ➤ Members of Congress urge President Biden to reinstate stricter emissions standards Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 25, 20219 min

Karpathy Talks Deep Learning, Elon Musk, FSD Beta, & Waymo Competition (03.23.21)

➤ In a new interview, Tesla's Senior Director of Artificial Intelligence, Andrej Karpathy, discusses what led him to Tesla, working with Elon Musk, Tesla's deep learning strategy, FSD Beta progress, technological limitations, and more. ➤ Link to Karpathy podcast: https://spoti.fi/2Pi4UMa Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 24, 202113 min

ARK Invest's New TSLA Price Target, Monte Carlo Simulations, New Tesla UI, SpaceX (03.22.21)

➤ Analyzing ARK Invest's newly-published TSLA model ➤ Discussing Monte Carlo simulation models and use cases ➤ Elon Musk responds to China's military restriction of Tesla ➤ New Tesla user interface software spotted in refreshed Model S ➤ Elon Musk tweets about winner-take-most market share development ➤ Senators urge President Biden to set deadline on ICE vehicle sales ➤ SpaceX Starship SN11 update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 23, 202116 min

China Military Tesla Restrictions/Risk + New Giga Press, Bitcoin, SpaceX (03.19.21)

➤ China places restrictions on Tesla vehicles for military personnel due to data collection concerns ➤ IDRA announces secured order for 8,000 ton casting machine ➤ Tesla set to open additional Michigan location ➤ SpaceX rumored to have invested in Bitcoin alongside Tesla ➤ Checking in on SpaceX and what to watch for next week ➤ SpaceX Starship animation: https://youtu.be/C8JyvzU0CXU Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 19, 20218 min

Bigger EV Incentives Coming? + UK Grant Change Drops Tesla/Others, Giga Berlin Timeline, Tilburg (03.18.21)

➤ Electric vehicle incentives come into focus in the United States as Senate Majority Leader prepares proposal ➤ UK suddenly changes EV incentive structure, making Tesla and others ineligible ➤ Tesla's Giga Berlin production timeline discussed at Brandenburg Committee for Infrastructure and Regional Planning meeting ➤ Tesla reportedly ending assembly at Tilburg plant ➤ Model S and Model X refresh vehicles spotted leaving Fremont ➤ BMW announces limited pricing information for all-electric BMW iX Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 19, 202111 min

Berlin Cell Factory News, TSLA Notes, Norway, BMW i4, Volkswagen, Toyota EV (03.17.21)

➤ Update on Tesla's battery cell factory plans for Giga Berlin ➤ Federal Reserve comments on interest rate expectations ➤ Model Y bodies spotted at Giga Berlin ➤ Tesla's European deliveries spike as end of quarter approaches ➤ Morgan Stanley surveys investors on Tesla's competitive position ➤ Goldman Sachs highlights TSLA as advantageous vs. consensus ratings ➤ BMW unveils fully-electric BMW i4 ➤ Volkswagen discusses 2021 EV targets ➤ Toyota announces intent to unveil first significant EV effort Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 18, 202111 min

Interview: The Limiting Factor on VW Power Day, Solid-State Batteries, Tesla's Advantages & More (03.17.21)

➤ Rob Maurer is joined by Jordan Giesige of The Limiting Factor to discuss Volkswagen's Power Day, how it compares to Tesla's Battery Day, outlook for VW, solid-state batteries, Northvolt, Quantumscape, and more. ➤ Find Jordan's channel here: https://www.youtube.com/channel/UCIFn7ONIJHyC-lMnb7Fm_jw Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 17, 202124 min

Autobidder Capacity, New Energy Projects, Insurance Telemetry, Musk History (03.16.21)

➤ Tesla employee discloses amount of installed energy capacity leveraging Tesla's Autobidder software ➤ New Tesla Energy projects reported in UK, Israel ➤ Tesla Insurance telemetry collection spotted in firmware by @greentheonly as Tesla prepares to expand state availability ➤ Tesla suggests tax on internal combustion engine vehicles in the UK to support EV grants ➤ Background on Elon Musk's upbringing: https://savingjournalism.substack.com/p/i-talked-to-elon-musk-about-journalism Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 16, 20218 min

Titles, NFTs, Volkswagen Power Day, FSD Beta (03.15.21)

➤ Elon Musk takes title of Technoking of Tesla, CFO dubbed Master of Coin ➤ Tesla expands FSD Beta, but delays "the button" ➤ FSD Beta handles Chestnut Street: https://twitter.com/WholeMarsBlog/status/1370974296730824704?s=20 ➤ NFT interest spikes, Elon Musk possibly offers his own ➤ Elon Musk set to participate in China development forum later this month ➤ New bill introduced in Texas could open things up for Tesla ➤ Panasonic CEO warns of over-reliance on Tesla ➤ Volkswagen outlines battery strategy at VW Power Day Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 16, 202113 min

Investor Sues Elon Musk, Tesla Board + Fremont Fire, Tesla Insurance, Market Share (03.12.21)

➤ Fire at Tesla's "Gigapress" in Fremont factory contained with no reported injuries ➤ Investor lawsuit filed against Elon Musk and Tesla board of directors ➤ EV market share continues to make the rounds, Piper Sandler's Alex Potter chimes in ➤ Tesla reportedly selects underwriter for Tesla Insurance in new state ➤ Report of Tesla / Tata Power partnership in India denied ➤ Plaid+ order holders comment on timeline ➤ Partial FSD Beta expansion may happen this weekend Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 13, 20219 min

More Price Changes, Plaid+ Timeline, New TSLA Analyst, China Quality, Semi (03.11.21)

➤ Tesla adjusts US pricing for the third time in the last month ➤ Model S Plaid+ delivery timeline change ➤ China vehicles compared on complaints per 10,000 vehicles ➤ Mizuho initiates coverage on TSLA stock with a buy rating ➤ Tesla Semi spotted possibly shooting promotional footage ➤ EVs may soon come into focus in US legislation Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 12, 202112 min

People Are Wrong About Tesla's Battery Costs + IIHS Study, Security Breach (03.10.21)

➤ Research group publishes study on Tesla's battery costs compared to the rest of the automotive industry ➤ GM EV Day recap episode: https://youtu.be/4qbwoXxtQzk ➤ IIHS publishes study on automated driving assistance system impact on driver situational awareness ➤ China MIIT confirms Model 3 SR purchase tax exemption in China ➤ Security breach impacts a number of organizations and companies, including Tesla ➤ Another state minister in India chimes in on Tesla's local production plans ➤ Survey results indicate top reasons people may not want to buy a Tesla Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 11, 202112 min

TSLA Rockets to Biggest Day Ever + Shanghai Production, FSD Beta, New Street Upgrade (03.09.21)

➤ TSLA stock jumps 20%, increasing by more than $100 per share in a single day ➤ Last year's TSLA price jump episode: https://youtu.be/x2Z8pZjF8vU ➤ Analyzing Tesla's Giga Shanghai production for the first quarter as February numbers are released ➤ Elon Musk clarifies FSD Beta rollout ➤ New Street Research upgrades TSLA stock, increases price target ➤ TSLA short interest update ➤ VW schedules event for next week Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 10, 202112 min

Starlink + Tesla, FSD Beta Expansion, Internal FSD Emails, Cathie Wood on TSLA, Nickel Supply (03.08.21)

➤ SpaceX files with the US Federal Communications Commission for mobile Starlink ground stations ➤ TSLA stock falls another 5% ➤ Elon Musk says FSD Beta expansion via download button coming soon ➤ Tesla internal emails with California DMV discussing FSD published ➤ Cathie Wood of ARK Invest discusses TSLA and macro environment on CNBC / Bloomberg ➤ Group of Model S refresh vehicles spotted, possibly with 3rd row seat ➤ Bloomberg uncovers secret Tesla battery project in Texas ➤ Tesla partners on nickel mining operation in New Caledonia ➤ VW announces updated electric vehicles targets for 2030 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 9, 202116 min

A Simple Explanation of TSLA's Valuation (03.05.21)

Today's episode involves spreadsheets, so video may be preferred: https://youtu.be/i9eWmAkTTTw ➤ Rob Maurer discusses Tesla's valuation after the recent decline in TSLA's stock price. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Liftoff - The Early Days of SpaceX: https://amzn.to/3uWWdr9 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Disclosure: Rob Maurer is long TSLA stock & derivatives. Product links may earn additional revenue for the channel.

Mar 5, 202126 min

Elon Musk & The Launch of SpaceX - Liftoff Author Eric Berger Interview (03.04.21)

➤ Rob Maurer sits down with Eric Berger, author of the new book 'Liftoff', to discuss the early days of SpaceX, the company's evolution, Elon Musk's management style, balancing SpaceX with Tesla, Gwynne Shotwell, and more. Find Liftoff here: https://amzn.to/3uWWdr9 Timestamps: 00:00 - Background 03:02 - Slim chance of success 04:39 - Musk balancing Tesla & SpaceX 06:43 - Musk's gravitation towards Texas 08:20 - Starship SN10 11:23 - Tesla & SpaceX IP sharing 13:02 - SpaceX during Tesla's production hell 15:29 - Gwynne Shotwell 18:01 - Surprises while at SpaceX 20:35 - Favorite part of the book 23:25 - What didn't make the cut 25:10 - Musk writing a book? 27:42 - Insight on Elon Musk Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives. Product links may earn additional revenue for the channel.

Mar 4, 202128 min

EV Market Share is Overrated, FSD Updates, UBS Increases Price Target (03.03.21)

➤ An argument against a commonly-used metric to evaluate Tesla and the electric vehicles landscape ➤ Morgan Stanley issues note on Tesla, Ford Mustang Mach E, US EV market ➤ UBS increased TSLA price target ➤ Elon Musk tweets about the next version of Tesla's Full Self-Driving Beta ➤ Whole Mars tests Tesla FSD vs. Waymo: https://bit.ly/2Oj2dJV ➤ SpaceX completes test flight of Starship SN10 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 4, 202110 min

New Solar Roof Design, Tesla India, Starbase Texas, Volvo, Nio (03.02.21)

➤ Tesla spotted testing what appears to be a new Solar Roof design ➤ Transport minister in India offers heavy incentives for Tesla ➤ Addressing Tesla's market share in Europe ➤ Elon Musk tweets about intent to create Texas town called Starbase ➤ Starship SN10 test flight on track for March 3rd ➤ Dear Moon project announcement ➤ Volvo announces intent to move to 100% all-electric vehicles ➤ Nio adjusts production plans in wake of semiconductor shortages Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 3, 20219 min

German Battery Research, China Expansion, Giga Texas FTZ, FSD Subscription, CNBC (03.01.21)

➤ Tesla partners on battery research with university in Germany ➤ Checking in on Tesla's production status in Fremont ➤ Tesla requests Foreign Trade Zone designation for Giga Texas ➤ Shanghai approves land near Giga Shanghai for new energy vehicle manufacturing ➤ Elon Musk provides timeline update on Full Self-Driving subscription ➤ Yoke steering wheel spotted on refreshed Model S ➤ CNBC hosts Gene Munster/Gordon Johnson, Ron Baron finally rescheduled ➤ Morgan Stanley issues updated TSLA note ➤ SpaceX prepares for Starship SN10 test flight and Starlink launch Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 2, 202112 min

Latest on Tesla's Production, Semiconductor Supply, Jaguar's Misleading EV Plans + SpaceX Updates (02.26.21)

➤ Latest information on Tesla's production halt ➤ More news on automotive semiconductor supply issues ➤ Morgan Stanley's Adam Jonas talks Tesla on CNBC ➤ Jaguar shares more details on EV plans at investor day ➤ SpaceX updates and upcoming news Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 27, 20218 min

Musk Addresses Tesla Production Status, Acknowledges Supply Issues + Dogecoin, EV Credit (02.25.21)

➤ Tesla reportedly temporarily halts production at Fremont, Elon Musk responds ➤ New federal EV tax credit legislation introduced by Oregon Members of Congress ➤ Rumor on Giga Berlin production timeline ➤ Update on Tesla battery project in Australia ➤ Refresh Model S and Model X spotted ➤ Analyzing claim that SEC is investigating Elon Musk's comments on Dogecoin ➤ Rob Maurer appears on Fox Business: https://video.foxbusiness.com/v/6235324954001#sp=show-clips Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 26, 202112 min

Did Bill Gates Seriously Short TSLA Stock? + Tesla Hit Piece in WaPo, Tesla Profiles, 4680 Batteries (02.24.21)

➤ Bill Gates responds to multiple questions on whether or not he has shorted TSLA stock ➤ Elon Musk responds to Washington Post article suggesting Musk is hurting Tesla by stretching himself too thin ➤ Washington State EV legislation moves forward ➤ Tesla prepares update to user profile management ➤ LG looks to beat Panasonic to 4680 battery production ➤ Biden administration addresses semiconductor shortage, EV battery supply chain Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 25, 202111 min

Alex Potter & Rob Maurer Discuss Tesla (02.23.21)

➤ Alex Potter of Piper Sandler joins Rob Maurer LIVE to discuss his street-high $1,200 TSLA price target, Tesla's investment in Bitcoin, investor sentiment, competitive landscape, and more. Apologies for the audio issues at the end. The full audio was salvaged in the audio podcast which can be found here: Apple: Spotify: You can find the previous conversations between Potter & Maurer here: https://youtu.be/ey3UeFJqSqY https://youtu.be/z9k3ppSk0oA https://youtu.be/pzPcCpJvj5I 0:00 Introduction 1:53 Tesla & Bitcoin 4:32 TSLA's dropping stock price 7:33 Piper Sandler's 100 page Tesla report 13:42 Breaking down Tesla's future revenue 16:35 Forecasting Full Self-Driving 27:02 Rob's take on autonomy in TSLA's valuation 32:07 Tesla's innovation 38:57 Autonomous testing in California 42:17FSD average selling price outlook 49:05 Envy of Tesla 51:15 How many factories will Tesla build? 56:52 Will Tesla keep buying battery cells? 1:00:03 Margin impact of others achieving FSD by 2030? 1:03:00 YouTube issues began around here, this audio podcast contains the rest starting around this timestamp Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni This conversation should not be interpreted as financial advice. Disclosure: Rob Maurer is long TSLA stock & derivatives. Disclosures for universe of: Alex Potter 1. I or a household member has a financial interest in the securities of the following companies: none 2. I or a household member is an officer, director, or advisory board member of the following companies: none 3. I have received compensation within the past 12 months from the following companies: none 4. Piper Sandler beneficially owns 1% or more of a class of the following companies: none 5. Piper Sandler has had a client relationship or has received compensation for investment banking services from the following companies within the past 12 months: DASH, UBER, VRM 6. Piper Sandler expects to receive or intends to seek compensation for investment banking services from the following companies in the next 3 months: DASH 7. Piper Sandler was a managing underwriter of a public offering of, or a dealer manager of a tender offer for, the securities of the following companies within the past 12 months: DASH, VRM 8. Piper Sandler has had a client relationship and has received compensation for non-investment banking securities related products or services in the past 12 months for the following companies: none 9. Piper Sandler has had a client relationship and has received compensation for non-securities services in the past 12 months for the following companies: none 10. Piper Sandler is a registered market maker for the following companies: APTV, DASH, GRUB, LYFT, VRM 11. Piper Sandler will buy and sell securities on a principal basis for the following companies: 1211 HK, 300750 CH, CARG, CVNA, NIO, NIU, TSLA, UBER

Feb 23, 20211h 19m

What Is Going on With the Model Y? And TSLA Stock? (02.22.21)

➤ Just days after lowering the price on the Standard Range Model Y, Tesla removes it from the design studio ➤ TSLA stock falls another 8.5% ➤ Elon Musk shares product updates on Solar Roof, Cybertruck, and SpaceX's Starlink ➤ Tesla submits expansion application to Fremont ➤ UK Supreme Court rules on ride-hailing services ➤ Alex Potter interview scheduled for February 23 at 11am PT / 7pm UTC Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 23, 202112 min

Munro "Blown Away" By Musk + Semiconductors, FCC Denies Tesla, Porsche Spinoff? (02.19.21)

➤ Sandy Munro shares more details about his recent interview and time spent with Elon Musk ➤ Reuters article adds color on automotive semiconductor supply challenges ➤ FCC denies Tesla's request to utilize radar in vehicle cabins ➤ Volkswagen reportedly exploring Porsche spinoff Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 19, 20219 min

Evaluating Tesla's Price Changes, Consumer Reports, JD Power (02.18.21)

➤ Tesla has reduced the opening price on the Model 3 and Model Y, evaluating the price adjustments and implications for Tesla ➤ Consumer Reports publishes annual automotive brand report card ➤ JD Power publishes 2021 automotive dependability study Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 19, 202112 min

How I Think About Tesla's Volatility + ARK Invest, Munro, Refreshed Model S (02.17.21)

➤ Rob Maurer shares his thought process on TSLA's fluctuating price and how he approaches the stock's volatility ➤ Cathie Wood of ARK Invest discusses Tesla on CNBC ➤ Sandy Munro interview suggests Apple Car involvement ➤ Refreshed Model S spotted in public Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 18, 202111 min

Institutions Adjust Stake in TSLA + Tesla India, Cryptocurrency, EV Market, SpaceX Valuation (02.16.21)

➤ Warren Buffett's Berkshire Hathaway discloses mysterious position hidden in previous filing, and it's not Tesla ➤ Chief Minister of state of India announces Tesla's plans in India ➤ New Giga Shanghai tour video: https://youtu.be/pAjw0m47LCs ➤ Major TSLA institutional investors adjust their positions ➤ Elon Musk continues to tweet about cryptocurrency, Dogecoin ➤ Experian publishes US electric vehicle market share numbers ➤ Mercedes changes plan on US EV launch ➤ Chevy announces updated 2022 Chevy Bolt and Chevy Bolt EUV ➤ Jaguar Land Rover announces brand strategies, focus on electric vehicles ➤ SpaceX completes funding round at new valuation Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 17, 202116 min

China/Tesla Met About Complaints + Giga Berlin, TSLA Short Interest, Musk 13G/A (02.12.21)

➤ Tesla met with Chinese regulators over customer complaints, safety concerns ➤ Quick look at the next few days ➤ Tesla receives approval for more equipment installation at Giga Berlin ➤ Updated TSLA short interest ➤ Schedule 13G/A filed showing Elon Musk's current ownership stake in TSLA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 13, 20215 min

Elon Musk Joins Joe Rogan for 3-Hour Interview, Edmunds Releases EV Range Test (02.11.21)

➤ Elon Musk joins Joe Rogan for a three-and-a-half-hour interview and shares new details on Tesla's Roadster and the new Tesla Model S Plaid, discusses Tesla's Cybertruck, Semi, future product plans and more. ➤ Edmunds publishes electric vehicle range test, says every Tesla they tested fails to meet EPA range Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 12, 202120 min

Assessing Semiconductor Supply Issues, Giga Berlin Battery Update, Autonomy Regulation, Vanguard (02.10.21)

➤ Semiconductor supply issues are impacting automakers across the globe, how serious is the situation for Tesla? ➤ German minister comments on Tesla's Giga Berlin battery manufacturing timeline ➤ Germany introduces new legislation on autonomous driving ➤ Vanguard discloses large stake in TSLA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 11, 202123 min

Shanghai Interview Recap, Tesla Singapore, Audi's Flagship EV, Apple Car, Kia Roadmap, Tesla Model Home, Starlink IPO (02.09.21)

➤ President of Tesla China, Tom Zhu, speaks with Xinhua Net about Tesla's progress at Giga Shanghai, production, China R&D plans, and more ➤ TSLA volume nearly hits 3-year low ➤ Tesla launches in Singapore, assessing the market and Tesla's positioning ➤ Audi launches new flagship EV, the Audi e-tron GT ➤ Apple and Hyundai-Kia reportedly pause partnership conversations ➤ Kia announces EV roadmap through 2030 ➤ Did Tesla's Bitcoin purchase leak on Reddit before it was announced? ➤ @greentheonly shares an interesting new addition to Tesla's firmware ➤ Elon Musk comments on possible Starlink IPO Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 10, 202112 min

Analyzing Tesla's $1.5B Investment in Bitcoin, "FiverrTruck", China Production, Starlink (02.08.21)

➤ Tesla discloses $1.5B investment in Bitcoin, Rob Maurer discusses the decision and its impact ➤ Tesla files its annual report, sharing new details on Tesla Energy ➤ More rumors surface on Giga Shanghai production rates ➤ Super Bowl advertisement causes spike in Tesla Cybertruck search interest ➤ Consumer Reports releases automotive owner satisfaction survey ➤ Elon Musk and Miami mayor connect on The Boring Company tunnels ➤ Starlink continues to progress, SpaceX opens orders Coinbase: https://www.coinbase.com/join/maurer_x4q Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 9, 202116 min

Model Y China Production Rate, Tesla Indonesia, Enhanced AP, BlackRock Increases Stake, $180 TSLA Price Target (02.05.21)

➤ Chinese media outlet allowed access to Model Y factory in China, shares details on production ➤ Indonesian government official says Tesla has submitted proposal for operations in the country ➤ Tesla brings back Enhanced Autopilot option in select markets ➤ BlackRock discloses greater than 5% ownership stake in Tesla ➤ Bernstein reiterates underperform rating on TSLA stock with a $180 price target Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 6, 20219 min

Semi Production/Timeline Rumors, Texas Robots, SpaceX Interest in Bitcoin, More Apple Car Rumors (02.04.21)

➤ New rumors on Tesla Semi production volume, timeline, and manufacturing location ➤ Further reporting on Apple Car suggesting Apple is close to finalizing and agreement with Hyundai-Kia ➤ Drone footage at Giga Texas shows new equipment arriving ➤ SpaceX attends event which may have implications for Tesla's balance sheet ➤ Volkswagen solicits external business model suggestions (https://bit.ly/2MXdnDa) ➤ Volkswagen ID.6 photos leaked Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 5, 20219 min

Berlin Timeline, Supercharger Factory, Tesla Israel, Daimler Splits, Rivian (02.03.21)

➤ Tesla updates design studio for Model Y in Europe with a new timeline for Giga Berlin production ➤ Tesla starts production at new Supercharger factory in Shanghai ➤ Analyzing Tesla's positioning in their new market of Israel ➤ Tesla clears environmental impact assessment for Giga Shanghai expansion plans ➤ Daimler announces intent to split company up into separate entities ➤ Amazon announces first customer deliveries with Rivian electric vans ➤ US Treasury Secretary to meet regarding market circumstances over the last couple of weeks Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 4, 202112 min

Musk Interviewed by Munro, New Semi Photos, EU Battery Funding, Tesla Israel (02.02.21)

➤ Elon Musk joins Sandy Munro to discuss Tesla's engineering, quality control, structural battery, autonomy, and organizational structure (https://youtu.be/YAtLTLiqNwg) ➤ Tesla officially recalls select Model S and Model X vehicles over MCU issue ➤ New Tesla Semi spotted in California ➤ Tesla could be in line for €1B of funding for battery production in Europe ➤ Panasonic comments on battery supply business with Tesla ➤ Tesla opens design studio to Israel ➤ Rumor surfaces about Tesla having an interest in acquiring a stake in China automaker BYD ➤ Tesla reportedly no longer plans on producing a rear-wheel drive Long Range Model Y ➤ Tesla Insurance may finally be expanding outside of California ➤ SpaceX completes high-altitude test flight of Starship SN9 ➤ Jeff Bezos steps down as Amazon CEO Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Image(s) and/or Footage used under license from Shutterstock.com Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 3, 202114 min

Alex Potter TSLA Price Target to $1,200, Elon Musk Clubhouse Recap, Baron/Wood Comments, Refresh Delivery Timelines (02.01.21)

➤ Piper Sandler analyst Alex Potter has increased his TSLA price target to a new street-high $1,200 per share, noting that Tesla "fireworks aren't over" yet ➤ Elon Musk is interviewed about Tesla, SpaceX, Neuralink, Bitcoin and other topics, then brings Robinhood CEO on the call to answer questions about trading halts last week ➤ Ron Baron of Baron Funds and Cathie Wood of ARK Invest comment on Tesla ➤ Morgan Stanley increases TSLA price target, addresses valuation if Tesla achieves 50% compound annual growth rate ➤ Refresh Model S and Model X delivery timeline updated for Europe ➤ Quick update on 2021 Model 3 winter performance Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 2, 202116 min

Musk Adds Bitcoin to Twitter Description, Is Refresh Model S/X Battery Smaller? (01.28.21)

➤ Tesla CEO Elon Musk changes his twitter description to bitcoin, cryptically tweets about inevitability ➤ Argus Research sets $TSLA price target above $1,000, the second price target on the street to eclipse the mark ➤ Citron Research to stop publishing short reports in wake of GME, AMC ➤ S&P warns oil and gas companies on credit rating ➤ Do Tesla's refreshed Model S and Model X vehicles have less energy than before? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Richard Del Maestro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 29, 202113 min

TSLA Short Interest Rises to Record $47B as GME, AMC Bring Stock Market's Attention to Shorting (01.28.21)

➤ Tesla short selling has increased to a record $47 billion as TSLA's stock price continues to rise ➤ Robinhood and other brokerages halt trading on Gamestop ($GME) and AMC Entertainment ($AMC) as short squeeze pressures hedge funds ➤ Analysts react to TSLA's Q4 earrings report ➤ Continued discussion on Tesla's earnings report and refreshed Model S and Model X ➤ Tesla ramps up Supercharger network expansion Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Richard Del Maestro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 29, 202110 min

Earnings Recap - Tesla Q4-20 (01.27.21)

Full review of Tesla's Q4 earnings report. Part one is Rob Maurer's reaction to Tesla's shareholder letter and financial results, and part two contains overall thoughts after hearing Tesla's earnings call. YouTube part 1: https://youtu.be/Y7gzjSTN3Bc YouTube part 2: https://youtu.be/9vfn1eq90bE Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Richard Del Maestro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 28, 202138 min

Q4-20 Tesla Earnings Preview (01.26.21)

➤ Join Rob Maurer for a live preview of Tesla's Q4 earnings report, including Rob's forecast compared to consensus estimates, thoughts on guidance, and any other items to watch for in TSLA's report. YouTube link: https://youtu.be/4b5GYUuIq1Y Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Richard Del Maestro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 26, 202152 min

TSLA, Government Vehicles, Pelosi, Baird, Musk Tweets, Product Updates (01.25.21)

➤ TSLA stock at all-time high close, briefly crosses $900 per share ➤ Speaker of the House Nancy Pelosi discloses purchase of TSLA call options ➤ Biden administration reportedly seeks to declare climate as a matter of national security, proposes converting federal government vehicle fleet to electric (https://d2d.gsa.gov/report/federal-fleet-open-data-visualization) ➤ Baird ups TSLA price target, discusses "Company X" holding company ➤ Musk tweets about autonomy, pokes back at Waymo ➤ Sandy Munro offers observations on a different 2021 Model 3 ➤ New photo of Model Y rear underbody casting ➤ Model S spotted testing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Richard Del Maestro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 26, 202110 min

Owner Survey, Berlin Progress, Gigapress, Waymo Comments (01.22.21)

➤ A new survey of electric vehicle owners reveals some concerning trends for Tesla competitors and mixed results for Tesla itself ➤ Tesla receives limited approval for battery factory related work in Berlin ➤ Tesla's casting machine spotted in action in drone flyover video: https://youtu.be/BwoiFC-HwPE ➤ Waymo makes series of comments distancing itself from Tesla as a competitor ➤ Tesla lowers price of MCU upgrade for older Model S and Model X vehicles ➤ Elon Musk offers $100M prize for carbon capture technology ➤ SpaceX launch updates Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 23, 202116 min

Questions for Q4 Earnings Call, Oppenheimer TSLA Price Target, EU Price Cuts (01.20.21)

➤ Question submission/voting for Tesla's Q4 earnings call has now opened ➤ Rob's question (batteries): https://saytechnologies.com/s/27ad296e ➤ Rob's question (solar): https://saytechnologies.com/s/4a101014 ➤ Oppenheimer raises TSLA price target to a new street-high ➤ Deutsche Bank increases TSLA price target ➤ Tesla reduces prices in Europe ➤ Mercedes announces EQA details ➤ VW Group CEO Herbert Diess joins twitter, immediately trolls Elon Musk Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 21, 202113 min

Some Math on Tesla's New Batteries, Munro 2021 Model 3, Dahn/Tesla Battery Contract (01.19.21)

➤ Tesla releases new footage of the 4680 battery cell manufacturing process, hints at million mile lifecycle ➤ Electrek shares photo of structural 4680 battery ➤ Tesla and Jeff Dahn extend partnership, but with some changes ➤ Dahn video: https://youtu.be/2Vsr23gXVmg ➤ Yang video: https://youtu.be/EdjNXsyfLUA ➤ Metzger video: https://youtu.be/0tYzAUDS1Aw ➤ Sandy Munro offers first impressions of a refreshed 2021 Tesla Model 3 ➤ FSD Beta 10 released to positive reviews ➤ Tesla adjusts Powerwall pricing ➤ Swell Energy to create virtual power plant in Hawaii ➤ Rivian capital raise finalized ➤ SpaceX has a big week ahead ➤ Boring Company may be heading to Miami ➤ Tesla delivers first Shanghai-made Model Y vehicles Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 20, 202114 min

TSLA Price Target Leapfrog, S/X Check-In, Tesla Solar Inverter (01.15.21)

➤ Wedbush jumps Bank of America, sets new street-high price target on TSLA stock ➤ Checking in on the status of Tesla's Model S and Model X as refresh rumors continue to circulate ➤ Tesla adds new Tesla Solar Inverter to website: https://www.tesla.com/support/energy/solar-inverter/tesla-solar-inverter Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 15, 20219 min

Requests by Tesla in Autonomy Safety Update, Earnings Scheduled, Q4 Safety Reports (01.14.21)

➤ Tesla asked NHTSA to adjust language in safety policy update for autonomous vehicles, possibly hinting at some of Tesla's future plans (https://www.nhtsa.gov/sites/nhtsa.dot.gov/files/documents/ads_cw_final_rule_01142021.pdf) ➤ Tesla schedules Q4-20 TSLA earnings report ➤ Tesla releases latest Autopilot and fire safety reports Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 15, 202116 min

Boring Co/Tesla, Solar, Recall, Short Interest, ARKX, Nio (01.13.21)

➤ The Boring Company reaches pair of agreements in Las Vegas and hopes to soon begin operating with autonomous Tesla vehicles ➤ Tesla looks to expand technological assistance in quality control process ➤ Tesla Solar Roof installation completed by roofing company in one day: https://youtu.be/XC0V2QXapJs ➤ NHTSA requests Tesla recall of more than 150,000 Model S and Model X vehicles ➤ TSLA short interest spikes after S&P 500 inclusino ➤ ARK Invest files paperwork for new fund ➤ Continuing the discussion on Nio and battery swapping Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Las Vegas Convention Webcam: http://webcampub.multivista.com/index.cfm?fuseaction=aPublicWebcam.page&WebcamPublicPageUID=84C4D12D-7120-465A-A591-C5DE00BA8347 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 14, 202116 min

Nio Day vs. Tesla, Tesla India, Model Y Safety (01.12.21)

➤ Nio unveils new vehicle, solid state battery plans, updated battery swap stations, and new autonomous driving hardware at Nio Day 2020 ➤ Comparing Nio's announcements and strategies to Tesla and Tesla's Battery Day ➤ Tesla establishes business unit in India ➤ NHTSA issues Model Y crash safety rating Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 13, 202114 min