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Tesla Daily: Tesla News & Analysis
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Tesla Daily: Tesla News & Analysis

Author: Rob Maurer

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Tesla Daily is a podcast covering all things Tesla, Inc., published every weekday. News on Tesla Motors, Tesla Energy, Tesla Solar, and Tesla Network is discussed in a concise and consistent manner, making it easy to stay up-to-date on the latest from Tesla. Dedicated to keeping investors and customers well-informed, Tesla Daily host Rob Maurer provides analysis and opinions on Tesla as a company, TSLA stock, and the future of the many industries Tesla competes in. Additionally, Tesla Daily covers major news from Elon Musk's SpaceX, Neuralink, and The Boring Company.
1369 Episodes
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➤ Tesla has released Q3-23 delivery and production numbers Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Rob Maurer discusses what to expect ahead of Tesla’s Q3 delivery and production report ➤ UAW expands strike ➤ Texas update ➤ Tesla hosts Installer Day ➤ PCE comes in light Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla begins prepping “Launch Team” for Cybertruck ➤ Cybertruck and Rivian R1S spotted side by side ➤ Tesla Semi hits daily mileage record ➤ Highland Model 3 updates ➤ Piper Sandler note ➤ Tesla breaks ground on diner ➤ EEOC sues Tesla: https://www.cnbc.com/2023/09/28/eeoc-sues-tesla-alleging-widespread-racist-harassment-of-black-workers.html ➤ X approaching profitability ➤ Honda shares more details on new EV Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Mercedes releases level 3 driving ➤ Adam Jonas note ➤ Confusing report on Tesla casting ➤ Giga Texas updates ➤ Tesla VP on Highland Model 3: https://x.com/xiaoteshushu/status/1706882025481966017?s=20 ➤ Megapack fire in Australia ➤ V4 Supercharger installation manual: https://x.com/MarcoRPi2/status/1706768319825506584?s=20 ➤ Tesla sends solar marketing emails ➤ FSD trial extended for HW4 vehicles ➤ Musk comments on Tesla sales chart ➤ Kia announces EV9 starting price ➤ Hyundai-Kia recalls 3M+ vehicles ➤ Apple car report Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Automakers face difficult decisions in new environment ➤ China insured vehicle numbers ➤ Giga Texas updates ➤ New FSD Beta version begins rollout ➤ Tesla adjusts Supercharging prices in Canada ➤ Powerwall 2 price reduction ➤ EU to evaluate EV subsidies ➤ President Biden visits UAW rally Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla releases Optimus Tesla bot update ➤ Giga Texas employees return ➤ Cybertruck updates ➤ Musk meets with president of Hungary ➤ Tesla expands VPP to San Diego ➤ Canadian autoworkers reach agreement with Ford ➤ Ford pauses battery factory plans ➤ Starlink crosses subscriber milestone Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Elon Musk comments on performance version of Tesla Cybertruck ➤ Nasdaq has worst week in six months ➤ Tesla outlines Giga Texas growth plans ➤ Giga Berlin credited for state economic growth ➤ Giga Mexico update ➤ Tesla engineers detail vehicle audio systems ➤ Interesting new Supercharger opening ➤ UAW expands strike, comments leak Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ New survey indicates knowledge gap on EV affordability, experience ➤ Jaguar announces intent to adopt NACS ➤ Tesla reportedly discussing energy storage factory with India ➤ Elon Musk meets with PM of Thailand ➤ Model 3 Performance update ➤ New Cybertruck wrap ➤ Giga Texas update ➤ 4680 rumor ➤ Musk comments on GPU cluster ➤ CATL awarded energy storage contracts in Australia Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Oracle’s Larry Ellison comments on Cybertruck project and FSD timeline ➤ FOMC holds rates but increases forecast ➤ Tesla adds new referral program reward ➤ Service centers prep for Cybertruck ➤ Lawyers ask for hundreds of millions in settlement ➤ Tesla partners with bank to provide low rate financing in Australia ➤ New Starlink dish approved by FCC Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Updated insured vehicle numbers in China ➤ Texas production discussion ➤ New patent published: https://image-ppubs.uspto.gov/dirsearch-public/print/downloadPdf/11764432 ➤ Model X wait times extended ➤ Megapack timelapse ➤ Shareholder lawsuit update ➤ Wall St. Journal reports on government investigations ➤ Toyota demos casting prototype ➤ UAW update ➤ Neuralink opens trial recruitment Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla produces 5 millionth vehicle just months after hitting 4 million ➤ Goldman Sachs lowers TSLA estimates ➤ Report on Tesla’s Dojo plans ➤ Musk meets with prime minister of Israel and president of Turkey ➤ Tesla and Hertz add app access ➤ Insight from Deutsche Bank note ➤ California sues oil companies ➤ SpaceX countersues DOJ ➤ The Boring Company to host demo day Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla reportedly developing next level casting for new vehicle platform ➤ Giga Mexico report ➤ Cybertruck delivery info ➤ Tesla removes 4680 Model Y ➤ Updated Model 3s spotted at port ➤ Tesla exec shares Autobidder profit details ➤ Tesla adds new referral program award ➤ UAW begins strike ➤ PPI / Calendar ➤ Isaacson interview: https://youtu.be/eXonrPDVesc Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Walter Isaacson joins Rob Maurer to discuss the biography of Elon Musk ➤ Link to book: https://amzn.to/3Zivgxu Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla to receive significant funding for charging in Europe ➤ Ron Baron discusses Tesla on CNBC ➤ UBS increases price target ➤ CPI higher than expected ➤ EU / India evaluate EV policies ➤ Tesla adds Powerwall 3 to website ➤ Additional details on updated Model 3 ➤ More Tesla Semi data ➤ Details from Musk biography ➤ Musk attends AI summit Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ New data on Tesla Semi ➤ https://results-2023.runonless.com/truck/?day=1&depot=pepsico&truck=pepsi_tesla1&units=imperial ➤ Tesla reportedly plans to increase Giga Mexico investment ➤ China insured vehicle numbers ➤ US vehicle registration data ➤ Tesla crosses Supercharger milestone ➤ More insight on Robotaxi concept ➤ Ron Baron to be on CNBC Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ First look at Tesla’s concept for a robotaxi ➤ Morgan Stanley upgrades TSLA stock ➤ New details on FSD 12 ➤ China production for August ➤ Giga press photo ➤ Semi production rumor ➤ Tesla promotional video at baseball game ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Details on Musk’s plans for Tesla’s next-gen vehicles: https://www.axios.com/2023/09/08/walter-isaacson-elon-musk-book-excerpt ➤ Tesla begins Powerwall 3 installations ➤ Parking lot full of updated Model 3s ➤ China sales update ➤ Detroit Auto Show news ➤ FSD visualization ➤ Cybertruck pair spotted ➤ Tesla vehicle family photo ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla and Hilton announce charging partnership ➤ Honda announces intent to join NACS ➤ Model X wait times extended, referral rewards reduced ➤ Cybertruck delivery event invitation removed from referral program ➤ Highland updates ➤ FSD visualization news ➤ Megapack numbers growing at Fremont ➤ UAW comments on GM contract offer Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla announces Giga Shanghai production milestone ➤ Highland production rumors ➤ Giga Texas updates ➤ Giga Mexico report ➤ Tesla to participate in Detroit auto show ➤ Excerpt discusses Musk’s AI plans ➤ Tesla increases price of steering yoke ➤ Tesla China partners with McDonald’s ➤ Canada report ➤ SpaceX reportedly loaned funds to Musk Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla has dropped the coming soon qualifier on FSD in the design studio ➤ Updates on China sales, wait times ➤ More news on Tesla’s updated Model 3 ➤ Tesla comments on upcoming China Megafactory ➤ Europe surpasses 2022 sales ➤ Tesla opens Giga Berlin shuttle ➤ Update on NEVI funding awards Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
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Comments (20)

Stewart Adams

hey Rob, can you put up a link to the smart current meter?

Mar 24th
Reply

Chris Abele

The stock would be cheap now, for a stock buy back!?

Nov 10th
Reply

Chris Abele

Re the statement at the end: that is the US market. Other markets are still trading.

Nov 23rd
Reply

Chris Abele

Moving HQ to Texas: does it have a tax benefit? Interview@CodeCon: Mr. Musk said he would need to sell stock, to comply with certain rules. How much stock would he have to sell? What effect would it have on the stock? A .1% dip on a single day?

Oct 8th
Reply

Chris Abele

Audio was good. The opening tune was missing though. 😊

Sep 8th
Reply

Chris Abele

I would love to see them make the jump across the pond with local manufacturing, so I can buy one here in the Netherlands, as the second car.

Nov 7th
Reply

Jeffrey Short

I commend you for your patience Rob. it's incredible that someone who continuously demands you let him finish what he's saying, interrupts you over two dozen times while you try to explain your point. He couldn't even shut up as you tried to summarize at the end of the segment; all the while claiming Tesla wasn't growing but projecting it was growing... World class patience my man. I hope he goes short.

Sep 15th
Reply

Chris Abele

German workers have about 220 working days per year, but managed correctly, a production line can keep running more days than that.

Aug 1st
Reply

Austin Peek

You post on Reddit brought me here... #GoodWork

Jan 19th
Reply

Mike Harbott

You should put these episodes on YouTube with just your logo as the video and monetize the videos with ads. This will provide you revenue at no cost to your listeners & with little additional effort. An audience if 10k will pay you well and your audience will grow easier they that channel (I think)

Aug 21st
Reply

Brian Carroll

sell as many cars as possible with lower margins, flip switch for autonomous taxi to the on position, fleet wakes up TESLA makes money

Jul 17th
Reply (1)

Michael Berger

less info is more. took awhile for them to learn. long on Tesla, will sell somewhere near $325...

Jul 15th
Reply (2)

Leon Hadgis

kind of surprised as long as you've been doing this podcast you should get off the pot already and buy a Tesla basically you're all talk with no first hand experience I mean you're interest obviously is there it's not that big of a deal to buy a car You're going to buy quite a few in your lifetime.

Jun 27th
Reply

theo alex

is there a glitch at the beginning

May 9th
Reply

NHLFAN

Great informative podcast, I listen to it daily on my way to work. Not a Tesla owner yet, but soon hopefully.

Feb 28th
Reply

Mike Harbott

Good show, good perspective with what seems a good logical approach to what's happening to both Tesla & it's share price.

Nov 10th
Reply

Rahul Lio

I love this show

Nov 8th
Reply
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