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.

Author

Rob Maurer

Category

Technology

Podcast website

techcastdaily.com

Latest episode

Jan 17, 2024

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Episodes

Q2 Delivery & Production Report (07.02.20) 02.07.2020

➤ Tesla reports second quarter deliveries of 90,650 vehicles, and production of 82,272 vehicles, well ahead of consensus expectations ➤ Deliveries above 90,000 may indicate a profitable quarter for Tesla which would result in eligibility for S&P 500 inclusion ➤ Tesla is likely on track to achieve guidance in 2020 despite a challenging macro environment Twitter: https://www.twitter.com/teslapodcast...

Q2-2020 Delivery & Production Estimates (06.30.20) 01.07.2020

Video Link: https://youtu.be/07JVDZXASeo ➤ As Tesla's second quarter comes to a close, the company is set to announce Q2 delivery and production numbers in early July ➤ Wall St. consensus estimates near 70,000 deliveries may leave considerable room for Tesla to surprise to the upside, even in the midst of rising expectations ➤ Rob Maurer of Tesla Daily walks through a Tesla Q2 delivery and product...

Musk Email Suggests Possible Q2 Profitability (06.29.20) 30.06.2020

➤ In a new leaked email, Tesla CEO Elon Musk urges employees to go all out for profitability in Q2 ➤ Analysis on Musk's past leaked emails, how likely Tesla is to achieve profitability in Q2, and the implications of Q2 results including possible S&P 500 index inclusion #Tesla #TSLA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer F...

JD Power, Delivery Expectations Rise, Analyst Notes, Musk Tweets, Amazon + Zoox (06.26.20) 27.06.2020

➤ Delivery expectations rise for Tesla as the company heads into the final week of Q2 ➤ Deutsche Bank and RBC Capital issue updated notes on TSLA ➤ Elon Musk tweets about Tesla logistics challenges, worldwide Supercharger network usage, and a floating Cybertruck ➤ Analyzing the results of JD Power's 2020 Initial Quality Study and Tesla's lowest score among car brands ➤ California passes new emissi...

Million Mile Batteries (06.24.20) 25.06.2020

➤ With one of Tesla's suppliers (Contemporary Amperex Technology Ltd, or CATL) recently announcing an automotive battery capable of more than one million miles, some have wondered if they have stolen Tesla's battery day thunder. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive pro...

Leaked Elon Musk Email, Tesla Firmware 2020.24.6, Texas Giga Hearing, Mercedes & Nvidia Partnership (06.23.20) 24.06.2020

➤ Tesla CEO Elon Musk emails all Tesla employees as the final days of Tesla's second quarter approach ➤ Tesla firmware version 2020.24.6 provides a number of interesting updates to Tesla's fleet ➤ Travis County holds a hearing with Tesla on the proposal for a Texas Gigafactory for Tesla's Cybertruck and Model Y ➤ Australia's renewable energy zones progress ➤ Mercedes and Nvidia partner for autonom...

Battery Day/Shareholder Meeting Rescheduled, Product Updates, JPMorgan Price Target Revisited, Leno Model Y (06.22.20) 23.06.2020

➤ Tesla CEO Elon Musk postpones Tesla's 2020 annual shareholder meeting and tentatively reschedules it to coincide with Tesla's battery day ➤ Musk discusses several product announcements on Twitter including for Autopilot, Model Y, and Tesla's on-screen functionality ➤ Musk comments on TSLA's valuation, the highest of any automaker ➤ Jay Leno reviews the Tesla Model Y on Jay Leno's Garage ➤ Califo...

Solar Update, JPMorgan Price Target, New Early Access Feature, BMW/Daimler (06.19.20) 19.06.2020

➤ JP Morgan analyst Ryan Brinkman increases price target on TSLA stock ➤ Tesla updates solar panel pricing and power ➤ Update to traffic light and stop sign control rolls out to Early Access program members ➤ BMW announces layoffs and change of strategy with Daimler Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Execu...

Possible Texas Factory Details Emerge, Jefferies Price Target Increase (06.18.20) 19.06.2020

➤ Tesla filing with Texas comptroller office discloses location and other details on Tesla's potential factory in Texas ➤ Jefferies significantly increases price target on TSLA stock ➤ greentheonly tweets an update on 100 kWh pack Model 3 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Exe...

Media Surprised by Tesla Registrations Despite Shutdown (06.17.20) 18.06.2020

➤ The Wall St. Journal reports on Tesla registration numbers in the US for April and May leading to a spiral of negative headlines on the numbers ➤ TheStreet.com article discussing the news: https://www.thestreet.com/investing/tesla-registration-declines-california ➤ Lyft announces intent to become an all-electric platform by 2030 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www....

Musk Dismisses Larger Pack, 400+ Mile Model S, Panasonic/Tesla Contract, Model Y QC (06.16.20) 17.06.2020

➤ Elon Musk says a larger battery pack is not in development for the Tesla Model 3 or Model Y ➤ Tesla achieves a 400+ mile range on the Tesla Model S ➤ Tesla files a Form 8-K to report adjustments to their contracts with Panasonic ➤ Electrek reports on early Tesla Model Y quality control issues Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicro...

100 kWh Model 3, Tesla Energy UK, Spanish Auto Stimulus (06.15.20) 16.06.2020

➤ Examining the business case for a 100 kWh Tesla Model 3 based on alleged findings of 100 kWh pack test vehicles ➤ Tesla is granted a license for energy generation in the UK ➤ Spain announces automotive stimulus package ➤ Tesla makes a statement on safety after production restart Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fr...

TSLA Downgraded by Goldman Sachs & Morgan Stanley, Sign Recognition, Solar Roof, Electric F-150 (06.12.20) 13.06.2020

➤ Goldman Sachs and Morgan Stanley maintain low forecasts, downgrade TSLA stock ➤ Tesla appears to have added some additional sign recognition in their firmware ➤ Tesla cancels some Solar Roof orders while continuing Solar Roof hiring ➤ Ford delays electric F-150 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executiv...

Most Valuable Automaker as TSLA Hits $1,000 (06.10.20) 10.06.2020

➤ Tesla has achieved two incredible milestones, both on the same day: becoming the world's most valuable automaker and surpassing a $1,000 share price ➤ Reports that Tesla will begin volume production of Tesla Semi ➤ Wedbush increases price target on TSLA stock Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive...

Rob/Gali: TSLA All-Time High Close, CATL 1 Million Mile Battery, China Numbers, NKLA (06.08.20) 08.06.2020

➤ Rob Maurer and Gali Russell of Hyperchange discuss TSLA's all-time high close, CATL's 1 million mile battery, China May numbers, Tesla's impact report, and NKLA's booming stock ➤ Tesla adds China-made Model Y to design studio Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive prod...

Tesla Vans, Model Y Review, Netherlands Incentives (06.05.20) 06.06.2020

➤ Nasdaq sets a new all-time high ➤ Tesla reportedly working with The Boring Company on 12 passenger vans ➤ Wall St. Journal journalist Dan Neil reviews the Tesla Model Y ➤ Netherlands increases EV incentives Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke E...

Germany Increases EV Incentives, Made-in-China Model Y (06.04.20) 05.06.2020

➤ Germany introduces £130B stimulus package with a number of different EV incentives ➤ Tesla adds China-made Model Y to design studio Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive pro...

China Superchargers, Dealer Financing, SpaceX Launch (06.03.20) 04.06.2020

➤ Elon Musk takes a break from Twitter, may be in the UK ➤ Tesla plans to aggressively expand the Supercharger network in China ➤ Wells Fargo adjusts lending to car dealerships ➤ SpaceX Demo-2 feedback and upcoming launch ➤ Nikola interview reaction Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Ris...

Interview: Nikola Motor CEO Trevor Milton (06.02.20) 03.06.2020

Nikola Motor's CEO and founder, Trevor Milton, joins Rob Maurer to discuss Nikola Corporation's merger with VectoIQ (VTIQ), Nikola's strategies, production roadmap, hydrogen vs. battery storage, battery breakthroughs, competition, and Nikola's lawsuit against Tesla. 0:00 VTIQ / NKLA Nikola merger 4:35 NKLA valuation 9:50 Nikola production roadmap 16:48 Hydrogen vs. batteries 19:53 Hydrogen well-to...

Musk/Tesla Boosted by SpaceX, VW Dieselgate Liability, German Auto Subsidies (06.01.20) 02.06.2020

➤ SpaceX successfully launches and docks Crew Dragon Demo-2 mission, causing a spike in interest in Tesla and Elon Musk ➤ US court of appeals ruling may expose Volkswagen to more dieselgate liability ➤ Germany expected to introduce stimulus package supporting automotive sales Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Ha...

Shareholder Meeting, Advertising, Cybertruck, SpaceX, UK Factory (05.29.20) 30.05.2020

➤ Tesla schedules 2020 annual shareholder meeting ➤ Walking through the proposals which will be put to vote at the meeting ➤ Discussion on Tesla's marketing and whether or not advertising makes sense ➤ Elon Musk and the Tesla Cybertruck appear on Jay Leno's garage ➤ Tesla gets a boost in search interest during SpaceX launch countdown ➤ TSLA stock coverage initiated by Daiwa ➤ Tesla reportedly look...

A Tesla Daily Announcement (05.28.20) 28.05.2020

➤ An announcement regarding the status of Tesla Daily moving forward Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Ev...

Price Reductions in US and China (05.27.20) 27.05.2020

➤ Analyzing Tesla's price reductions in the US and China Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive produce...

50% Growth - Units or Revenue? (05.26.20) 26.05.2020

➤ Elon Musk reiterated a 50% compound annual growth rate target for Tesla on TSLA's Q1 earnings call, but what exactly was he referring to and what are the implications for Tesla's business? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer...

Ackman Courts Musk, V2G Revisited, Musk Bloomberg Interview (05.22.20) 23.05.2020

➤ Stock market is closed on Monday, May 25th ➤ Tesla Cybertruck to appear on Jay Leno's Garage on Wednesday, May 27th ➤ SpaceX crew Dragon DM2 launch on Wednesday, May 27th ➤ ARK Invest CEO Cathie Wood discusses sales of TSLA stock ➤ Billionaire hedge funder manager Bill Ackman courts Elon Musk for the location of future operations ➤ Tesla emails production employees about returning to work ➤ Elon...

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