Tesla Daily: Tesla News & Analysis

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.

The End (01.16.24)

Rob Maurer shares a number of personal announcements. FPG: https://firstprinciples.group Thank you: https://youtu.be/zs3i4w3tsRg Patreon: https://www.patreon.com/tesladailypodcast PayPal: https://paypal.me/tesladaily Venmo: @RobMaurer Bitcoin address: 3N3f9WxrpHbX3N3j5Me8i7UyC4ErbViPQi Ethereum address: 0x5E9CC4C16c68178Dd926A67d9948170f31785918 X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

01-17
09:28

Cybertruck Non-Employee Impressions, Tesla Cuts China Prices, Point-of-Sale Credit (01.12.24)

➤ Initial impressions from first non-employee Cybertruck owner ➤ PPI comes in lower than expected ➤ Point-of-sale EV credit implementation ➤ Model Y 7-seat price increase ➤ Price cuts in China ➤ Piper Sandler note on TSLA ➤ New voice-assist features added in China ➤ Covered vehicles spotted by drone ➤ New FSD Beta version ships to employees ➤ Rivian publishes impact report ➤ SpaceX posts company update ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

01-13
14:07

Hertz Cuts Back Tesla Fleet, Giga Berlin Production Pause, Cybertruck Deliveries (01.11.24)

➤ Hertz announces plans to sell significant portion of EV fleet ➤ CPI report slightly higher than expected ➤ Tesla reportedly plans temporary Giga Berlin pause ➤ Non-employee Cybertruck orders receive VINs, delivery may be scheduled ➤ Tesla reportedly informs workers of pay increases ➤ Tesla announces Megapack commissioning in Hawaii ➤ Model 3 Highland begins to appear in stores ➤ Minor Dojo update ➤ Toyota exec comments on solid-state batteries ➤ Lucid announces production and deliveries X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

01-12
12:00

New Model 3 Launches in US, Delivery Timelines Extend (01.10.24)

➤ The Model 3 Highland has arrived in North America ➤ Delivery wait times extend after initial estimates ➤ Report on possible India factory ➤ More inventory data ➤ Update on Cummins settlement ➤ SpaceX completes direct to cell test X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

01-11
13:05

New Video Stifles WSJ Musk Report, China Sales, Giga Mexico, Advertising Cybertruck, Honda(01.09.24)

➤ New video posted by SpaceX offers evidence relating to a Wall St. Journal report on Elon Musk ➤ New China sales data ➤ Giga Mexico report ➤ Model 3 Highland briefly appears on Tesla US site ➤ Advertising discussion ➤ Honda announces Series 0 EVs X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

01-10
12:00

Auto Sales May Be Hiding Bigger Picture + FSD Beta v12, Cybertruck Promo (01.08.24)

➤ New US auto data gives insight on market conditions ➤ Model Y moves into top 5 US vehicle sales position ➤ European sales breakdown ➤ FSD Beta v12.1 impressions ➤ WSJ report on Elon Musk ➤ Tesla posts new Cybertruck promo video ➤ Model Y RWD speaker count reduced ➤ Firmware hints at new updates ➤ Highland release rumor ➤ Tesla forms Spain holding company ➤ VW to implement ChatGPT ➤ SpaceX company update X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

01-09
22:48

Lower Range Estimates, Samsung Integration, Argus Says TSLA Among Top Picks (01.05.24)

➤ Tesla reduces EPA range estimates due to new interpretations guidance ➤ Argus selects TSLA stock amongst top picks for 2024 ➤ Tesla changes Model Y paint options in North America ➤ Samsung announces Tesla API integration ➤ IF Metall suggests strike resolution ➤ Pharrell Williams spotted in Cybertruck ➤ Autopilot update rolls out in China ➤ Musk teases new products ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

01-09
14:23

4680 Battery Rumors, Cybertruck Range Test, Sales Updates, Rivian, Ford (01.04.24)

➤ 4680 battery progress rumors ➤ Real-world Cybertruck range test ➤ Senators send letter to automakers ➤ More Highland sightings at Fremont ➤ China port activity ➤ Germany, Denmark sales ➤ Musk comments on X Space ➤ Rivian Q4 sales ➤ Ford Q4 sales ➤ Mobileye announces inventory buildup X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

01-05
11:49

New Cybertruck Details, Highland Updates, China Records, EV Credits (01.03.24)

➤ New Cybertruck details from early owners ➤ Jefferies increases TSLA price target ➤ Data confirms Q4 records in China ➤ BYD electric vehicle deliveries pass Tesla in Q4 ➤ Correcting a Bloomberg report ➤ Some Tesla vehicles stuck on ship ➤ Highland Model 3s spotted at Fremont ➤ EV tax credit updates for 2024 ➤ Ford bumps F-150 Lightning price up ➤ Cybertruck crash report ➤ FSD Beta v12.1 impressions ➤ Optimus engineer comments on progress ➤ Musk comments on Tesla valuation, plans to hold company talk X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

01-04
21:29

Q4-23 Delivery and Production Report (01.02.24)

➤ Tesla has released record Q4-23 delivery and production numbers X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

01-02
14:21

FSD v12 Progress, Q4 Records, Upgrades, Public Relations (12.28.23)

➤ FSD Beta v12 expands to large number of Tesla employees ➤ Tesla poised for record quarter in China ➤ Q4 delivery and production report soon ➤ Report on plans for Model Y upgrade in China ➤ Comments regarding Tesla’s plans in India ➤ Report on Tesla’s FSD hardware ➤ Uber may leverage Tesla for Japanese fleet ➤ More Cybertruck orders, crashed Cybertruck ➤ Heatmap poll ➤ Tesla does more PR ➤ Xiaomi unveils first EV ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

12-29
22:55

Energy’s Next Phase, Cybertruck Wrap, Union Efforts, PCE, Calendar (12.22.23)

➤ Tesla’s Megafactory project in Shanghai moves forward ➤ PCE report increases rate cut expectations ➤ More Cybertrucks at Giga Texas ➤ First aftermarket wrap for Cybertruck ➤ Tesla adds software feature in China ➤ Another over-the-air recall ➤ Updates on Swedish union efforts ➤ Cummins to pay $1.7B in emissions penalty agreement X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

12-23
12:14

Musk Discussion with Cathie Wood, Cybertruck Orders, 4680 Production, Toyota, Ford (12.21.23)

➤ Elon Musk joined Cathie Wood of ARK Invest on X Spaces ➤ Wedbush raises TSLA price target ➤ Cybertruck correction ➤ More Cybertruck order invitations ➤ Reuters reports on 4680 batteries for Cybertruck ➤ Model Y actually sets new record in Denmark ➤ Toyota subsidiary rigs safety tests, pauses production ➤ Some Ford dealerships decline EV updates X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

12-22
17:06

“Normal” Cybertruck Deliveries Begin, Reuters Investigation, Wiper Update, Compensation (12.20.23)

➤ Cybertruck deliveries expand beyond event/employee deliveries ➤ More Cybertrucks at Giga Texas ➤ Italian designer praises Cybertruck design ➤ Tesla auto-wipers receive update ➤ Tesla offers more financing options ➤ “Reuters Investigation” into Tesla service ➤ Tesla reportedly adjusts bonus compensation  ➤ Tesla tops net inflows chart ➤ Waymo shares safety update ➤ Cathie Wood to host discussion with Elon Musk ➤ SpaceX completes static fire test X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

12-21
18:25

Major Charging Updates, Strong China Sales, Factory News, Accident Rates (12.19.23)

➤ Major updates on NACS and Tesla charging efforts ➤ Tesla opens more Cybertruck order invitations ➤ China sales surge ➤ Interesting new job postings ➤ Giga Mexico updates ➤ Tesla to increase pay at Giga Nevada ➤ New study on accident rates ➤ Audi tempers EV plans X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

12-20
12:40

Hidden Cybertruck Features, More Orders, Vision Park Assist, Incentive Updates (12.18.23)

➤ New Cybertruck details from Jay Leno’s Garage and Munro Live ➤ Tesla expands Cybertruck order invites, then pauses ➤ Vision park assist begins rolling out ➤ Tesla hides Disney+ from Theater in some cars ➤ LA sanitation department takes delivery of Tesla fleet ➤ Germany suddenly cuts EV credit ➤ Canada to announce EV credit structure ➤ NHTSA chair steps down ➤ European Commission opens assessment of X Leno: https://youtu.be/BGDOKD7ZZqI Munro: https://youtu.be/GFgGnhRZarY X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

12-19
25:41

Giga Mexico Funding, More Cybertrucks, Software Update (12.15.23)

➤ New infrastructure funding announced for Giga Mexico ➤ Analyst notes ➤ Largest number of Cybertrucks spotted at Giga Texas ➤ New software updates begin rolling out ➤ SAE to finalize NACS standard ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

12-16
14:14

Cybertruck Parts Catalog Details, India Update, Autopilot Changes (12.14.23)

➤ New details on Cybertruck from Tesla’s parts catalog: https://epc.tesla.com/en-US/catalogs/2816 ➤ Rivian and AT&T announce purchase agreement ➤ Updated note from Adam Jonas ➤ Bloomberg reports on India’s consideration of EVs ➤ Tesla Bot team photo ➤ Autopilot updates clarified in release notes ➤ Cruise layoffs X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

12-15
08:25

Wild Tesla Bot Update, Tax Credit Changes, Autopilot Resolution, Musk’s University (12.13.23)

➤ FOMC meeting and interest rate expectations ➤ November PPI report ➤ Tesla releases bot updated video ➤ Model 3 tax credit expectations updated ➤ Uber / Tesla announce incentive program ➤ Best Western hotels plan to install Tesla chargers ➤ Giga Mexico approved by federal environment ministry ➤ More Cybertrucks at Giga Texas ➤ Carwow reviews Cybertruck ➤ Tesla resolves NHTSA investigation with OTA update ➤ Plans for Elon Musk school released X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

12-14
27:55

PR Pushback, China Sales, Whistleblower, Cybertruck, Megapack, Panasonic (12.12.23)

➤ Tesla pushes back on Autopilot report from the Washington Post ➤ November CPI ➤ China sales updates ➤ Whistleblower adds to prior claims ➤ Early Cybertruck owner shares thoughts ➤ Tesla expands to new country ➤ Tesla shares Megapack uptime ➤ Panasonic announces Sila partnership X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

12-13
11:10

Priya Dharshini

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01-16 Reply

Stewart Adams

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

03-24 Reply

Chris Abele

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

11-10 Reply

Chris Abele

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

11-23 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?

10-08 Reply

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