Rob Maurer
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.
Where to listen?
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Episodes
Research & Development, Goldman Sachs Note, FSD Priority, LG, Musk (03.24.22) 24.03.2022 12:19
➤ Analyzing Tesla's research and development spending compared to competition ➤ Goldman Sachs has lowered automotive industry forecasts, but raised Tesla expectations ➤ Tesla corrects FSD loophole ➤ LG plans to invest in US battery factory ➤ Elon Musk plans to leave short-lived board stint ➤ Tesla Daily schedule update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/...
Streak Continues, Morgan Stanley Notes, Regulatory Credits, Hertz, Shell, SpaceX (03.23.22) 23.03.2022 10:02
➤ Tesla stock continues impressive run as broader market fades ➤ Looking ahead at the last week of Q1 ➤ Morgan Stanley shares thoughts on Tesla's Master Plan Part 3 ➤ SEC and Tesla discussed regulatory credit reporting ➤ Hertz updates EV page to include Tesla Model Y ➤ Shell offers Tesla vehicle subscriptions ➤ Giga Texas updates ➤ Stellantis and LG announce multi-billion dollar battery factory ➤...
TSLA Rockets, Giga Berlin Opens, & Elon Musk Shares Insane Growth Targets (03.22.22) 22.03.2022 13:09
➤ Elon Musk's comments at Giga Berlin explain why Wall Street is still not properly forecasting Tesla's growth ➤ Tesla delivers first vehicles from Giga Berlin ➤ TSLA stock has best day in months ➤ Giga Fest Texas gets approved ➤ China delivery estimates extended again ➤ SEC responds to Tesla and Elon Musk in legal battle ➤ Nancy Pelosi discloses TSLA trading action ➤ CATL scouts battery factory l...
Elon Musk's "Extreme" Master Plan Extends Beyond Tesla (03.21.22) 21.03.2022 11:23
➤ Elon Musk comments on the scope of the next "Master Plan" ➤ Tesla set for first deliveries from Giga Berlin ➤ Nickel prices returning to normalcy ➤ Jefferies issues updated TSLA note ➤ New Tesla energy project in Australia ➤ Tesla China shares new Giga Shanghai manufacturing video ➤ GM begins production of Cadillac LYRIQ ➤ Updates on SpaceX Twitter: https://www.twitter.com/teslapodcast Patreon:...
Search Interest Spiking, China Production Updates, Supply Chain, Drones, Megapack, Lucid (03.18.22) 18.03.2022 10:23
➤ Interest in Tesla Model Y sees unprecedented spike along with electric vehicle search activity ➤ Giga Shanghai resumes production ➤ Semiconductor supply chain pressure increases due to earthquake ➤ Tesla asks drone operators to stop filming ➤ Megapacks continue to pile up at Giga Nevada ➤ Update on FSD Beta in Canada ➤ Lucid CEO discusses pricing, supply chain issues ➤ GM recalls a small number...
Master Plan, Part 3 (03.17.22) 17.03.2022 13:13
➤ Elon Musk announces a Master Plan, Part 3 is in the works for Tesla ➤ Update on water supply for Giga Berlin ➤ Tesla reportedly delays $1B bond sale ➤ Conflicting report on Giga Shanghai production status ➤ London Metals Exchange reopens nickel trading ➤ Ford F-150 Lightning efficiency revealed ➤ Maserati announces EV plans ➤ The Boring Company to enter negotiations with San Antonio Twitter: htt...
Shanghai Halt, Rates, Morgan Stanley IR Meeting, Software Clues, Diess, Apple (03.16.22) 16.03.2022 12:35
➤ Morgan Stanley tours Tesla's Fremont factory and meets with Tesla's investor relations team ➤ Federal Open Market Committee concludes March meeting, raises rates ➤ Giga Shanghai reportedly halts production ➤ Global Equities Research issues new TSLA note ➤ New references found in Tesla's software ➤ Herbert Diess shares revelation regarding Tesla ➤ Apple car project update ➤ The Boring Company upd...
Analyzing Tesla's Huge Price Increases, Labor Secretary, Tesla Insurance, Hardware 4 (03.15.22) 15.03.2022 12:17
➤ Tesla implements one of their biggest price hikes ever just one week after raising prices ➤ Mixed PPI report ➤ Rumor on Tesla orders ➤ US Labor Secretary meets with Elon Musk ➤ Tesla Insurance looking to expand to two new states ➤ FSD hardware 4.0 reference reported in new software Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: ht...
New Model Y? + Musk Challenges Putin, FSD Beta 10.11, China Updates, Ford, Stellantis (03.14.22) 15.03.2022 14:58
➤ New documents show details of updated Model Y ➤ Tesla stock continues to struggle with macro headwinds ➤ Elon Musk challenges Vladimir Putin ➤ Tesla & SpaceX costs rising according to Elon Musk ➤ Tesla begins releasing FSD Beta 10.11 with many changes ➤ Some factories shut down in parts of China, other concerns increase ➤ Model S and Model X show up at Giga Shanghai ➤ US Senators advocate for De...
Interview: Former Tesla Board Member Steve Westly (03.11.22) 12.03.2022 44:42
➤ Former Tesla board member Steve Westly joins Rob Maurer to discuss Elon Musk, Tesla, disruption, energy, venture capital, and more Timestamps 0:00 Intro 0:45 Westly Group focus 2:50 Disruption of conservative industries 4:44 Finding Tesla 8:44 Becoming a board member 10:44 Tesla's early / present-day ambition 14:28 Current EV landscape 17:37 Tesla's growth 20:53 Volkswagen & China 24:08 Ford's E...
Price Increases, Inflation, Orders, FSD Beta, Rivian Earnings (03.10.22) 11.03.2022 10:28
➤ Tesla raises prices in the US and China ➤ Core CPI continues to rise ➤ Tesla's order rates reportedly spike ➤ Elon Musk provides FSD Beta update ➤ Giga Texas production continues ➤ Grimes discloses second child with Elon Musk ➤ Waymo lists vision-only challenge ➤ Rivian reports earnings with shocking operating expenses Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.co...
SEC Distribution, Giga Fest, Delivery Day, Tesla Speed, Autopilot, Ukraine, Amazon (03.09.22) 10.03.2022 9:52
➤ The SEC finally submits Tesla settlement distribution plan after more than three years ➤ Tesla Texas Giga Fest details ➤ Giga Berlin delivery date set ➤ German politician uses new Tesla term ➤ Tesla passes BMW in the US ➤ Tesla responds to senators' Autopilot inquiry ➤ Leaked email gives insight on Tesla's policies regarding Ukraine ➤ Ukraine receives more Starlink terminals ➤ Porsche to halt pr...
US Bans Russian Oil, Russia Plans Export Bans, China Production, SEC Settlement Pushback (03.08.22) 09.03.2022 12:31
➤ US announces ban on import of Russian oil and natural gas ➤ EU announces plans to reduce Russian natural gas dependence ➤ Russia plans to halt exports to select countries ➤ Nickel futures pricing continues surging, ends up halted ➤ CPCA reports sales and production for Tesla in China in February ➤ Tesla & Elon Musk seek to terminate SEC settlement agreement ➤ Model Y order holders in Germany ask...
Commodity Prices Surge, Musk on FSD Beta, Berlin Water, Giga Fest, GM, SpaceX (03.07.22) 08.03.2022 11:18
➤ Nickel prices skyrocket as commodity supply chain uncertainty increases ➤ Elon Musk comments on progress of FSD Beta ➤ More information on status of Giga Berlin water supply ➤ Tesla seeks Giga Fest approval ➤ GM and POSCO announce cathode production factory plans ➤ Ukrainian President Zelensky thanks Elon Musk Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/teslada...
Berlin Approved, Water Supply, Production Rumors, Panasonic, Wait Times, Trinity, Sony (03.04.22) 04.03.2022 13:23
➤ Tesla receives final approval for Giga Berlin ➤ Court rules that water supply permit needs correction ➤ Rumors on Giga Berlin and 4680 production ➤ More information on Panasonic's reported US factory plans ➤ Elon Musk meets with Chinese ambassador ➤ Delivery wait times extended ➤ President Biden mentions Tesla again ➤ Morgan Stanley issues TSLA note ➤ Volkswagen shares more information on next-g...
Rivian Backtracks, Giga Berlin, Panasonic, Plaid, Canada, Lucid (03.03.22) 04.03.2022 13:44
➤ Rivian backtracks on price changes, apologizes to customers ➤ Tesla reportedly set to receive final approval for Giga Berlin ➤ New NHRA rule impacting Model S Plaid ➤ Elon Musk comments on FSD Beta for Canada ➤ Class action lawsuit against Tesla and Elon Musk ➤ Panasonic plans new US factory ➤ Comments on Lucid 10-Q filing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreo...
Ford Splits Business, Rivian Raises Prices, Musk Comments, Lithium, Polestar (03.02.22) 03.03.2022 13:08
➤ Ford announces split of EV and ICE business units ➤ Rivian announces significant price increases ➤ Elon Musk comments on State of the Union address ➤ Report on Giga Berlin ➤ Tesla locks in new lithium supply contract ➤ Polestar shows off roadster concept Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plai...
China Sales, Recall, Accident, Cybertruck, Waymo/Cruise (03.01.22) 02.03.2022 8:11
➤ Expected domestic Tesla sales in China reported for February ➤ Tesla recalls a minuscule number of Model S vehicles ➤ Fatal Tesla accident after vehicle reportedly loses power ➤ Cybertruck spotted in Fremont flyover ➤ Volkswagen warns of more production halts ➤ California Public Utilities Commission issues new autonomous driving permits for Cruise and Waymo Twitter: https://www.twitter.com/tesla...
Berlin Approval Finally Happening? + Ukraine Support, Texas Model Y, Panasonic 4680, Lucid (02.28.22) 01.03.2022 12:38
➤ Reports out of Germany indicate final approval for Giga Berlin may finally be happening ➤ More new Model Ys at Giga Texas and new VIN reported ➤ FSD Beta request button comes to Canada ➤ Tesla and SpaceX offer support to Ukraine, demonstrating their value ➤ Panasonic makes announcement on 4680 batteries ➤ Bernstein increases TSLA price target by 50% ➤ Lucid reports earnings ➤ TechMeme podcast: h...
Energy Independence, Plaid Motors, Model Y, SEC Updates, FSD Beta, Megapack (02.25.22) 26.02.2022 11:34
➤ Munro & Associates astounded by examination of Tesla's new Plaid electric motors ➤ Daiwa Securities upgrades TSLA stock rating ➤ Report of possible Texas-made Model Y VIN ➤ Elon Musk comments on insider trading investigation ➤ SEC proposes new short selling reporting requirements ➤ Elon Musk gives target for FSD Beta in Canada ➤ Tesla Energy project completed in Alaska ➤ Tesla wins JD Power awar...
Russian Invasion, Next Gigafactory, Texas Model Y, Court Response, Insider Trading, Farley (02.24.22) 25.02.2022 16:16
➤ Reuters reports on imminent new factory for Tesla ➤ Volatility as Russia invades Ukraine ➤ Report on Giga Texas Model Y and EPA certification ➤ Rumored production milestone for Giga Berlin ➤ Court responds to Tesla's letter regarding SEC's behavior ➤ SEC reportedly investigation Musks for insider trading ➤ Ford CEO explains Tesla's competitive advantages with brutal honesty ➤ NHTSA investigates...
Elon Musk Comments on White House, SEC, DOJ + Shanghai Expansion, Lawsuit (02.23.22) 24.02.2022 11:12
➤ Elon Musk comments on relationship with White House, battle with the SEC, and Department of Justice investigation of short sellers ➤ Tesla stock drops to five-month low ➤ Tesla files to expand parts production at Giga Shanghai ➤ Former Tesla employee files racial discrimination and safety lawsuit ➤ SpaceX helps reconnect Tonga Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.pa...
SEC Accusation, Giga Berlin, Model S, Games, Software, Model Y, Fleets, Energy (02.22.22) 23.02.2022 17:45
➤ Tesla claims SEC leaked information regarding investigation after court-filed letter from Tesla ➤ SEC responds to Tesla's original claims ➤ Bloomberg misrepresents situation in report on Giga Berlin ➤ Tesla registers insurance company in Germany ➤ Tesla temporarily halts Model S production for upgrades ➤ Elon Musk comments on next-generation gaming progress ➤ Rumors on Tesla's software goals ➤ A...
4680 Production Ramp, Casting Patent, Uber Rumor, SpaceX Split, Ford, Ultium (02.18.22) 19.02.2022 13:49
➤ Tesla shares significant 4680 battery milestone which hints at production ramp progress ➤ New Tesla casting patent published ➤ Rumor on Tesla and Uber drivers ➤ Reuters compares automotive recalls ➤ SpaceX plans to split stock ➤ Ford rumored to consider splitting off EV business ➤ Thoughts on GM's Ultium batteries ➤ The Boring Company completes proposal for Miami tunnel Twitter: https://www.twit...
Pushback on SEC, New NHTSA Investigation, Texas Model Y, Consumer Reports (02.17.22) 18.02.2022 12:56
➤ Tesla and Elon Musk push back on the SEC ➤ NHTSA opens new investigation into Tesla Autopilot over phantom braking ➤ More than 100 Model Y vehicles spotted outside of Giga Texas ➤ Tesla offers new retrofit in China ➤ Consumer Reports replaces Model 3 on top-recommended EV list ➤ Decision on state flexibility for emissions standards expected soon ➤ Clarification on lithium discussion Twitter: htt...
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