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.
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Episodes
Jim Cramer & Rob Maurer Discuss Tesla's Q1 Earnings + Key Takeaways (04.27.21) 27.04.2021 15:53
➤ Jim Cramer & Rob Maurer join Katherine Ross to discuss Tesla stock's reaction to the company's Q1 earnings report and investor conference call ➤ How strong were Tesla's financials? ➤ Understanding Tesla's margins ➤ Tesla's stance on digital currencies ➤ Tesla's aspirations to outsell Toyota ➤ Elon Musk's missed promises ➤ What's going on with Tesla Solar? ➤ Supply chain impacts and chip shortage...
Q1 Tesla Earnings Report - Financials and Shareholder Letter Analysis (04.26.21) 27.04.2021 14:41
Tesla reports a Q1 earnings beat with earnings per share of $0.93. Follow Rob Maurer's live reaction on Tesla's financials, then tune in for the earnings call! Earnings call livestream: https://youtu.be/mBvyJk5O3A0 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jere...
What To Expect From Tesla Earnings - Q1 2021 (04.23.21) 24.04.2021 29:23
YouTube link: https://youtu.be/ja8gWQ2Pqm0 ➤ Tesla is set to report earnings after market close on Monday, April 26. Join Rob Maurer for a live discussion on what to expect from Tesla's Q1 2021 earnings report and the most important financial results to watch for. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47...
TSLA Bull Case Presented by Rob Maurer at Benzinga Cleantech Conference (04.22.21) 22.04.2021 21:27
➤ Rob Maurer presents the bull case for TSLA stock in 2021 and provides counter-arguments to claims that Tesla is overvalued, in a bubble, and structurally unprofitable ➤ This presentation was given at Benzinga's Cleantech and Small Cap conference on April 22, 2021 Timestamps: 0:00 Introduction 0:54 The one theme behind Tesla 1:18 How has the TSLA bull case evolved? 1:48 Criticisms of TSLA 3:09 Un...
China Shanghai Protest Coverage Escalates, Tesla India, Conquest Sales, Semiconductors, Cadillac Lyriq (04.21.21) 22.04.2021 12:47
➤ Taking a closer look at the Tesla protest in China and reactions across social media ➤ Tesla hires new executives in India, reportedly narrows location search for first corporate office ➤ Tesla's general counsel leaves for lidar startup ➤ Biden administration to review California emission regulation flexibility ➤ Ford announces production halts due to semiconductor supply issues ➤ GM announces p...
Questions for Tesla / Elon Musk on Earnings Call + Tesla Shanghai Protest, TSLA Price Target (04.20.21) 20.04.2021 23:49
➤ Voting for questions for Tesla's Q1 earnings call is now open. Here are my questions: 1. https://saytechnologies.com/s/8b9c38a2 2. https://saytechnologies.com/s/680ec168 ➤ Tesla supplier prepares for large 2021 order quantities ➤ More information on Tesla accident in Texas ➤ Mizuho Securities increases TSLA price target ➤ Protestor accuses Tesla at Shanghai Auto Show Twitter: https://www.twitter...
Fatal Accident Unlikely "Driverless" Despite Reports + Tesla Safety Report, Shanghai Auto Show (04.19.21) 20.04.2021 13:33
➤ Fatal Tesla accident captures headlines after local law enforcement says the vehicle had no driver ➤ Tesla releases Q1 accident and fire safety report ➤ Ron Baron talks Tesla, SpaceX, and Elon Musk ➤ Tesla establishes new insurance company in Europe ➤ Automakers unveil a number of electric vehicles at Shanghai auto show ➤ Voting for questions for Tesla's Q1 earnings call is now open. Here are my...
Cybertruck at Giga Texas, Huawei Autonomy, SpaceX Awarded HLS by NASA (04.16.21) 16.04.2021 32:19
YouTube link: https://youtu.be/MIqw2_nYtxY ➤ Elon Musk takes the Tesla Cybertruck to Giga Texas ➤ Musk tweets about Texas and Berlin production ➤ Huawei demos autonomous driving in cities ➤ Nasa set to announce major mission award Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid...
AI Day: What to Expect, FSD Beta & Subscription, S/X Refresh, Huawei, Cruise, EQS (04.15.21) 16.04.2021 14:47
➤ Elon Musk sets targeted date for Tesla AI Day, what will Tesla unveil? ➤ Timeline updates on Tesla's FSD Beta rollout and the FSD subscription option ➤ Tesla fails inspection in Fremont ➤ IDRA equipment arrives at Giga Texas ➤ Huawei claims superior autonomous driving performance over Tesla ➤ Cruise increases funding round, adding Walmart ➤ Mercedes unveils all-electric EQS exterior ➤ Stellantis...
Interview: Tesla's Neural Networks, Autonomous Driving, and Computer Vision w/ James Douma (04.14.21) 14.04.2021 50:24
➤ James Douma joins Rob Maurer to discuss Tesla's approach to autonomous driving, computer vision, deep learning, how neural networks work, their history, and how they may scale from here ➤ Past episode with James: https://bit.ly/32gxlgS 0:00 Background 0:50 TSLA investment thesis 2:43 Examining Tesla's neural networks 6:38 Progress of computer vision and neural networks 11:22 How does a neural ne...
Musk's CEO Role, TSLA Stock Rises, Credit Suisse, Shanghai Model Y, MotorTrend, ID.4 Teardown (04.13.21) 14.04.2021 12:31
➤ TSLA stock has best day in over a month as trading volume picks up ➤ Credit Suisse expects Tesla Q1 earnings beat ➤ Business Insider reports that Tesla offered CEO job to automotive veteran in 2015 ➤ SpaceX wins launch contract, likely explaining Musk's vague tweet ➤ Chinese firm tears down Shanghai-made Model Y ➤ MotorTrend ranks luxury sedan best buys for 2021 ➤ Sandy Munro continues teardown...
TSLA Upgrade, Elon Tweets, Tokenized Stock, Energy, Solar Roof, Nvidia (04.12.21) 13.04.2021 13:59
➤ TSLA stock upgraded by Canaccord Genuity analyst Jed Dorscheimer alongside a 150% price target increase ➤ Elon Musk tweets about going to the moon and Tesla's decision to remove radar from the FSD beta ➤ Binance begins trading of a TSLA stock token ➤ Tesla updates utility energy storage webpage, offers more details on software ➤ Solar Roof order holders report Tesla raising prices after order co...
FSD V9, More Price Changes, China Sales, Earnings Date, Budget, Boring Co, Neuralink (04.09.21) 10.04.2021 12:08
➤ Elon Musk says a massive step change is "almost ready" for Tesla ➤ Tesla raises prices again, the third time in the last month ➤ Model 3 gets an interior update in the US ➤ March sales reported in China ➤ Tesla schedules Q1 earnings for an unusual date ➤ Biden unveils 2022 budget proposal: https://bit.ly/3uD9kfV ➤ The Boring Company invites media to Vegas ➤ Neuralink update Twitter: https://www....
Giga Berlin Timeline Confirmed, China Design, Semi, Musk Thanks Suppliers, Macro News (04.08.21) 09.04.2021 12:20
➤ Tesla voices frustration with German approval processes in a letter which confirms operational timeline target ➤ Tesla creates social media "ad" for China Design studio ➤ Tesla Semi may be perfect vehicle for logging operation in Canada ➤ Elon Musk thanks Tesla's suppliers for providing critical parts ➤ US Secretary of Transportation comments on Tesla interaction, infrastructure plan ➤ Biden tax...
Prefab Superchargers, EV Credit, China Margins, S/X VIN Assignment, ID.4 (04.07.21) 08.04.2021 13:35
➤ Tesla adopts new strategy for Supercharger rollout ➤ Transportation Department emails shares infrastructure plan funding details for electric vehicles ➤ Morgan Stanley says owning TSLA stock is less risky than not owning it ➤ Discussing Tesla's margin on the Model 3 in China ➤ Some orderers of the refreshed S/X have delivery estimates pushed out while the first VINs may have been assigned ➤ Tesl...
Giga Press Orders, Texas Batteries, US Tax Credit, Supercharging, VPP (04.06.21) 07.04.2021 12:28
➤ IDRA group discusses Giga Press orders, what does it mean for Tesla? ➤ IDRA video 1: https://youtu.be/DbxxrbYWN74 ➤ IDRA video 2: https://youtu.be/Div0BMetUxM ➤ Battery cathode plant grading started at Giga Texas ➤ Assessing some rumors on the possible US federal EV tax credit ➤ Tesla makes some changes to Supercharging fees in California as expansion continues ➤ Swell Energy launches virtual po...
TSLA Stock/Analysts React to Deliveries, Shanghai, Tim Cook on Musk/Tesla, EQS, Announcement (04.05.21) 06.04.2021 19:27
➤ TSLA stock increases just 4% after Q1 delivery beat ➤ Discussion of analyst reactions to Tesla's report, and what the market may have missed ➤ Update on Model Y demand in China ➤ New construction near Giga Shanghai ➤ Apple CEO Tim Cook discusses Tesla, Elon Musk, and Apple's car plans in a new interview ➤ Mercedes announces more details on the upcoming all-electric Mercedes-Benz EQS ➤ Announceme...
Live Replay: Tesla Reports Q1 Delivery Beat + Q&A (04.02.21) 02.04.2021 1:27:18
Watch on YouTube: https://youtu.be/KuhgJNAJVU4 ➤ Tesla has announced Q1 delivery and production numbers, join Rob Maurer for live reaction and analysis, followed by a Q&A about TSLA stock, annual outlook, earnings expectations, and more. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why...
Apple Buying Megapacks, Leaked Email on Deliveries, Regulatory Credit $ From VW (04.01.21) 02.04.2021 12:08
➤ Apple reportedly placed significant order for Megapacks with Tesla for energy storage project ➤ Possible leaked email from Tesla may give insight on quarterly deliveries ➤ Volkswagen reportedly reached agreement with Tesla to purchase regulatory credits in China ➤ Voltswagen prank continues to draw media criticism ➤ California has big energy storage plans in 2021 Twitter: https://www.twitter.com...
Will Tesla Beat Delivery Estimates? (Q1-21) + Biden Infrastructure Plan (03.31.21) 01.04.2021 17:10
YouTube link: https://youtu.be/iYg-UhExDCE ➤ Rob Maurer walks through estimates for Tesla's Q1 delivery and production numbers and how they may compare to Wall St.'s consensus ➤ President Biden unveils $2.3 trillion infrastructure plan, focusing a portion on electric vehicles and clean energy ➤ Full infrastructure plan: https://bit.ly/2Pmk03u Twitter: https://www.twitter.com/teslapodcast Patreon:...
Toyota/Tesla Partnership? + Tesla vs. Rivian Lawsuit, Semi Updates, SN11 (03.30.21) 30.03.2021 9:11
➤ Japanese automobile industry source claims Tesla and Toyota are in final stage of forming a partnership agreement for an electric vehicle project ➤ Elon Musk tweets again about the Tesla Semi and battery cell constraints as Tesla reportedly works on production line ➤ Tesla vs. Rivian lawsuit continues ➤ Volkswagen / Voltswagen saga continues ➤ SpaceX Starship SN11 update Twitter: https://www.twi...
Cybertruck Pilot Line, Huge Solar Roof Price Increase, Semi, EQS, Boring Co Update (03.29.21) 30.03.2021 12:39
➤ Tesla reportedly working on Cybertruck pilot production line at Fremont ahead of Giga Texas production ➤ Tesla significantly raises prices on the Solar Roof ➤ Elon Musk confusingly tweets about Tesla Semi status in relation to battery cell constraints ➤ Mercedes unveils interior of the all-electric EQS ➤ Volkswagen accidentally posts press release announcing new name in the US ➤ Miami continues...
Edmunds Defends Tesla Range Tests - Interview w/ Editor-in-Chief Alistair Weaver (03.28.21) 28.03.2021 31:50
➤ Edmunds Editor-in-Chief Alistair Weaver joins Rob Maurer to discuss Edmunds' electric vehicle range tests, Tesla's performance, test conditions, range buffers, and more. 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 Ludic...
Elon Musk Call Details + Tesla The World's Biggest Company? (03.26.21) 26.03.2021 10:59
➤ Details from Elon Musk's call with Tesla employees leaked ➤ Musk says Tesla may become the world's biggest company, then deletes tweet about it probably happening in a few months 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 F...
Cybertruck, Pricing, Opening Supercharging, Edmunds Range Tests, Secret Call (03.25.21) 26.03.2021 20:21
➤ Elon Musk gives teaser on Cybertruck changes ➤ Tesla changes prices again in the United States ahead of quarter end ➤ Rumor indicates Tesla may be close to opening up the Supercharger Network to other electric vehicles ➤ Biden set to unveil infrastructure plan ➤ Pepsi provides update on Tesla Semi delivery expectations ➤ Edmunds receives feedback from Tesla on EV range testing, creates new tests...
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