Tesla Daily: Tesla News & Analysis
by Rob Maurer
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.
Episodes
-
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...
-
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...
-
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...
-
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:...
-
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…
more -
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…
more -
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...
-
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:...
-
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...
-
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...
-
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...
-
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...
-
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...
-
"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...
-
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:...
-
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 ➤...
-
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:...
-
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…
more -
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 ➤...
-
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:...
-
Cybertruck Orders Expanded, Engineering Deep Dive, Ford to Cut F-150 Lightning Production (12.11.23)
➤ Tesla extends order invitation to more Cybertruck reservation holders ➤ Munro discusses Cybertruck with Tesla team: https://youtu.be/J5zDNaY1fvI ➤ Carwow tests Cybertruck vs. Ford F-150 Raptor R ➤ New equipment at Giga Texas ➤ FSD and AP team updates ➤ IG Metall comments on Sweden unionization...
-
New Visualizations, Bernstein, China Records, Thailand Interest, Model Y (12.08.23)
➤ Tesla teases a number of new features coming soon ➤ Bernstein calls TSLA short their best idea for 2024 ➤ Tesla China sales and production ➤ Model Y standard range sells out ➤ Tesla executives meet in Thailand ➤ Model Y becomes second best-selling car in US ➤ Tesla adds pre-qualifying finance...
-
Munro Cybertruck Review, Dojo Lead Departs, Piper Sandler Reiterates TSLA Confidence (12.07.23)
➤ Munro gives initial impressions of Cybertruck drive https://youtu.be/aWQpEBtZEno ➤ More details on Cybertruck referral prize ➤ Tesla's senior director of Autopilot hardware ➤ Piper Sandler reiterates confidence in TSLA ➤ Finnish union intends to join strike ➤ Update on Sweden legal case ➤ Musk...
-
New Cybertruck Details, China Expansion Report, Holiday Software, Union Updates (12.06.23)
➤ Tesla invites select reservation holders to complete Cybertruck orders ➤ More Cybertruck features shared ➤ Report out of China on Giga Shanghai expansion plans ➤ Unions threaten action outside of Sweden ➤ Tesla begins rolling holiday update to employees ➤ Ford expects tax credit loss on Mach E…
more -
Musk Comments on Next-Gen Tesla, Cybertruck + China Sales Spring Ahead (12.05.23)
➤ Munro interviews Musk: https://youtu.be/ky1Z2klPalw ➤ New comments on next-gen vehicles, Cybertruck ➤ EPA publishes Cybertruck certification report ➤ China sales continue to rise ➤ Tesla adjusts tax credit language for Model 3 X: https://www.twitter.com/teslapodcast Shareloft:...
-
First Cybertruck Reviews, Tesla Energy, Incentives, China Sales, Ford EVs (12.04.23)
➤ First Cybertruck reviews are in after the delivery event ➤ Cybertruck compared to other EVs ➤ Tesla offer additional discount to reservation holders ➤ Massive new Tesla Energy project ➤ Supercharger v4 expansion ➤ New firmware features ➤ Tesla China sales ➤ New Cybertruck merchandise ➤ Ford...
-
Initial Reaction Following Cybertruck Delivery Event (11.30.23)
➤ Rob Maurer shares his initial thoughts after the first Cybertruck 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…
more -
Cybertruck Leaks, Dealers Plead for EV Slow Down, China, Thailand, Cruise (11.28.23)
➤ Numerous new Cybertruck details appear in Tesla app ➤ China sales ➤ Tesla adjust pricing and incentives in China ➤ More Superchargers open to other EVs in China ➤ Tesla reportedly considering Thailand investment ➤ German EV credit may be at risk ➤ Dealers push Biden to slow down on EVs ➤ GM...
-
Cybertruck Week! + FSD 12, Inventory Discounts, xAI (11.27.23)
➤ Cybertruck deliveries finally begin this week ➤ FSD v12 starts to roll out to Tesla employees ➤ Reports regarding FSD in China ➤ Tesla adds more inventory discounts ➤ Tesla to consider investing in xAI ➤ Sweden moves quickly on license plate issue ➤ Model 3 Performance report ➤ Analyst note ➤...
-
India Report, Indonesia, Pricing, China Sales, Charging, Ford (11.21.23)
➤ Tesla reportedly closing in on agreement relating to next factory ➤ Indonesia comments on investment plans ➤ Tesla raises Model Y price in China ➤ China sales update ➤ FSD update ➤ Cybertruck on display on more stores ➤ Supercharger idle fee adjustment ➤ Ford announces updated battery factory...
-
Cybertruck Hits Stores, New Details Revealed, Analyst Updates, Ads, FSD, OpenAI, SpaceX (11.20.23)
➤ Cybertrucks begin being displayed at Tesla stores ➤ New official Cybertruck specs from Tesla ➤ Battery size rumor ➤ Analyst updates from Jefferies, Piper Sandler ➤ More Tesla ads ➤ Rumors of FSD expansion ➤ Registration update in Texas ➤ Antitrust lawsuit dismissed ➤ OpenAI drama continues ➤...
-
Musk Faces Backlash on Comments, Cybertruck Report, Ad Campaigns (11.17.23)
➤ Musk faces backlash by White House and others on X comments ➤ Report regarding Cybertruck delivery plans ➤ Tesla video ad campaign update ➤ Rumored continuation of China price changes ➤ Sweden strike update ➤ Firmware details ➤ OpenAI announces CEO departure ➤ Chanos shuts down hedge fund ➤...
-
New Video Advertisement, Campaign Manager, Musk Meeting, Amazon Car Partnership (11.16.23)
➤ Tesla starts video advertising on YouTube ➤ Tesla lists campaign manager job opening ➤ Musk meets Xi Jinping ➤ Polestar partners with Tesla in China ➤ Senator buys TSLA puts ➤ GM pauses Cruise share purchases ➤ UAW and GM contract update ➤ Amazon partners with Hyundai ➤ Lucid unveils Gravity…
more -
Pricing Updates, Cybertruck Details, FSD Notes, Supercharging Partner (11.15.23)
➤ Tesla stock on a tear as markets rise ➤ New Cybertruck details ahead of delivery event ➤ Tesla partners with EG Group on Supercharger hardware ➤ Inventory discounts return on Model 3 ➤ Tesla raises prices in China ➤ China sales update ➤ Foreign ministers visit Tesla ➤ Musk comments on FSD v12 ➤...
-
Ron Baron Teases $25k Tesla, Shows Off Cybertruck, China Supercharging Partnership (11.10.23)
➤ Ron Baron discusses $25k Tesla timeline, shows off Cybertruck at conference ➤ Tesla completes Cybertruck event drawing ➤ More Cybertrucks at Giga Texas ➤ Tesla reportedly sets up embargoed Cybertruck reviews ➤ Tesla adds SAIC-GM to Supercharger network in China ➤ US EV share rises slowly ➤…
more -
Analyst Initiation, UAW Pressure, Highland Production, Musk/Lex, SpaceX (11.09.23)
➤ TSLA stock falls after analyst initiates coverage ➤ President Biden supports efforts to unionize Tesla ➤ Highland Model 3 production for October ➤ Tesla reportedly establishes entity in Chile ➤ Elon Musk interviewed by Lex Fridman: https://youtu.be/JN3KPFbWCy8 ➤ Tesla recalls some Model S/X...
-
New Cybertruck Details, Tesla China & India Updates, Grok Launch (11.08.23)
➤ New details on Cybertruck, matte black version spotted ➤ New equipment arrives at Giga Texas ➤ Tesla raises 3/Y prices in China ➤ China sales updates ➤ Tesla VP shares insight on Megapack factory ➤ India considers tariff adjustments for EVs ➤ xAI launches initial version of Grok ➤ Rivian, Lucid...
-
Giga Berlin Updates, Cybertruck Tested by Top Gear, Cruise Details (11.03.23)
➤ Elon Musk talks with employees at Giga Berlin ➤ Top Gear spotted testing Cybertruck in California ➤ EPA holds EV promo contest ➤ Cruise reportedly considering layoffs ➤ xAI initial product rollout ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast...
-
Cybertruck Bed, China Sales, Megapack Stockpile (11.02.23)
➤ New video of Cybertruck bed storage ➤ Musk comments on valuation ➤ Tesla China sales ➤ Tesla expands Puerto Rico VPP ➤ Megafactory flyover shows Megapack stockpile ➤ Toyota lowers EV targets ➤ Ford US sales decline ➤ Musk joins AI summit Shareloft: https://www.shareloft.com Twitter:...
-
FOMC, Tesla California Sales, China, Cybertruck, NACS, X (11.01.23)
➤ TSLA stock rises alongside market after FOMC meeting ➤ Subaru announces plans to adopt NACS ➤ Tesla increases black paint price ➤ Interesting steering in Cybertruck video ➤ Tesla sales decline quarter-over-quarter in California ➤ China insured vehicles ➤ Illinois opens EV rebate program ➤ X...
-
Musk Teases "Beast Mode" Cybertruck & Other Specs (10.31.23)
➤ Musk appears on Joe Rogan's podcast and discussed the Cybertruck, among other topics ➤ Form 4 for Drew Baglino ➤ Update on Giga Mexico permits ➤ Tesla wins Autopilot lawsuit ➤ PG&E provides update on previous Megapack fire ➤ Toyota announces additional battery investment ➤ Chevy Equinox EV...
-
Industry Demand Commentary, New UAW Target, BYD Earnings (10.30.23)
➤ TSLA stock falls after Panasonic earnings comments ➤ UAW reaches agreements with Stellantis, GM ➤ Semiconductor company warns of softening auto demand ➤ BYD posts record profits ➤ Motor Trend details Highland suspension upgrades ➤ Europe EV update ➤ Cybertruck frunk in operation ➤ Model S may…
more -
Pricing Updates, Cybertruck Event, Cruise Expands Suspension, Dealer Profit (10.27.23)
➤ Tesla adjust Model Y prices ➤ September PCE ➤ Cybertruck delivery event raffle begins ➤ New color for S/X ➤ Highland FSD details ➤ Tesla still discussing investment with Indonesia ➤ Tesla workers in Sweden begin strike ➤ Cruise suspends all autonomous rides ➤ Waymo begins Uber integration ➤ GM…
more -
BP Reaches Supercharging Agreement, Ford Delays EVs, Hertz EV Business Challenges (10.26.23)
➤ Nasdaq has worst two-day performance of the year ➤ BP to buy $100M of Supercharging hardware from Tesla ➤ Highland Model 3 deliveries start in China ➤ Firmware shows new features coming ➤ Hertz comments on Tesla's impact on earnings miss ➤ Ford reports Q3 earnings, delays EV investment ➤…
more -
Denmark Record, Taxi Market, UAW Strike, EV and Battery Updates (10.25.23)
➤ Tesla hits record in Denmark with time to spare ➤ Nasdaq has worst day in 8 months ➤ Tesla added to Fortune fastest-growing companies list ➤ New York City loosens restrictions for EVs ➤ UAW strike appears to be coming to a close ➤ Honda shelves plans to develop EVs with GM ➤ LG comments on EV...
-
Rough Day For GM, Tesla Expansion Update, New Software Features (10.24.23)
➤ GM, Cruise share difficult updates ➤ New details on Tesla's expansion plans ➤ Upcoming software to offer new features ➤ China insured vehicle numbers ➤ Cybertruck updates ➤ UAW actions and Stellantis comments Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast...
-
New Info From 10-Q, Highland Deliveries, Giga Nevada, Cybertruck, Theft, UAW (10.23.23)
➤ Tesla publishes 10-Q SEC filing with more details from Q3 ➤ Model 3 Highland deliveries begin ➤ Giga Nevada update ➤ Musk comments on advertising ➤ Data shows low theft rate for Tesla vehicles ➤ New Cybertruck videos ➤ Texas begins EV credit program ➤ V4 Supercharger internal images ➤ Governor…
more -
Cybertruck Test, VIN Decoder, Price Changes, Mexico, Lawsuit, UAW (10.20.23)
➤ Tesla completes an unusual test on the Cybertruck ➤ NHSTA publishes 2024 Tesla VIN decoder, offering new insight on Cybertruck ➤ New comments on Giga Mexico ➤ Tesla adjusts US and Canada pricing, Megapack as well ➤ Ontario plans $91M of EV charging funding ➤ US Justice Department comments on...
-
More Earnings Discussion, Performance Model 3, Toyota Adopts NACS (10.19.23)
➤ New details on possible performance version on Model 3 Highland ➤ Analysts react to Tesla earnings ➤ Toyota announces intent to adopt NACS ➤ Tesla battery engineer departs ➤ Earnings follow-ups Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon:...
-
Earnings Preview, BMW Adopts NACS, GM Delays (10.17.23)
YouTube link: https://youtube.com/live/HTTcNFQdhUo ➤ Expectations for Tesla's Q3 earnings report ➤ BMW announces intent to adopt NACS ➤ GM announces delayed EV investment ➤ Model X over-the-air recall ➤ China insured vehicle numbers ➤ Lucid deliveries Shareloft: https://www.shareloft.com Twitter:...
About this show
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.
Hosted by
Rob Maurer
Categories