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Tesla Daily: Tesla News & Analysis

Updated 11 days ago

Rank #26 in Technology category

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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, The Boring Company, and Hyperloop.

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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, The Boring Company, and Hyperloop.

iTunes Ratings

628 Ratings
Average Ratings
587
24
4
7
6

I can’t get enough, and it’s daily

By mjezzi - Apr 23 2020
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This is the best Tesla podcast by far, especially for investors. Rob Maurer is undervalued.

The best

By Trntem - Mar 21 2020
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The best source of Tesla info around!

iTunes Ratings

628 Ratings
Average Ratings
587
24
4
7
6

I can’t get enough, and it’s daily

By mjezzi - Apr 23 2020
Read more
This is the best Tesla podcast by far, especially for investors. Rob Maurer is undervalued.

The best

By Trntem - Mar 21 2020
Read more
The best source of Tesla info around!
Cover image of Tesla Daily: Tesla News & Analysis

Tesla Daily: Tesla News & Analysis

Latest release on May 28, 2020

The Best Episodes Ranked Using User Listens

Updated by OwlTail 11 days ago

Rank #1: Q3-19 Delivery & Production Report, Model Y Prototype (10.02.19)

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– Tesla reports third quarter delivery and production numbers – Model Y prototype spotted in Silicon Valley – Smart Summon news and notes – Porsche Taycan production update

Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Q3-19 Delivery & Production Report, Model Y Prototype (10.02.19) appeared first on TechCast Daily.

Oct 03 2019

13mins

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Rank #2: TSLA Stock to $780, Panasonic Turns Profitable at Gigafactory Nevada (02.03.20)

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- TSLA stock up nearly 20% and $130, discussion on what's going on and what to do from here - Panasonic turns profitable at Gigafactory Nevada - CATL signs supplier agreement with Tesla - Argus Research increases price target on TSLA

Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 04 2020

11mins

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Rank #3: Elon Musk vs. Short Sellers – Interview with Professional Trader Jesselivenomore (07.04.18)

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– On today’s episode, Chris, who is a professional trader also known as jesselivenomore, joins us to discuss TSLA short-sellers, the parallels between Tesla and Fairfax Financial, and how this may be impacting Elon Musk & Tesla’s business strategy – Link to TMC post including excerpt from The Divide: American Injustice in the Age of the Wealth GapElon Musk vs. Short Sellers

Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast

Editing assistance provided by Astronomic Audio Executive producer Jerome Jorden Executive producer Rob Gill Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

The post Elon Musk vs. Short Sellers – Interview with Professional Trader Jesselivenomore (07.04.18) appeared first on TechCast Daily.

Jul 04 2018

44mins

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Rank #4: DeepScale Acquisition, Last Look at Q3 Deliveries (10.01.19)

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– Tesla reportedly acquires DeepScale, an AI company – Checking in on Netherlands, Norway, and Spain registrations – InsideEVs releases September US delivery estimates

Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post DeepScale Acquisition, Last Look at Q3 Deliveries (10.01.19) appeared first on TechCast Daily.

Oct 02 2019

6mins

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Rank #5: Giga Shanghai/Buffalo Updates, Tesla Company Day, Air Suspension, Jaguar/Daimler (02.10.20)

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- Gigafactory Shanghai resumes activity - Local update on Gigafactory Buffalo - Elon tweets about a Tesla event in April - Air suspension rumors for Model 3/Y - Jaguar I-PACE production update - Daimler workforce update

Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 11 2020

10mins

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Rank #6: TSLA, Solar City Lawsuit, More Emissions Scandal Fallout, Impeachment Inquiry (09.24.19)

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– TSLA stock finishes -7.5% on the day – House of Representatives announce impeachment inquiry – Looking into the the recently published un-redacted plaintiff’s case in a Solar City lawsuit (Link) – Volkswagen management faces charges for market manipulations related to emissions scandal

Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post TSLA, Solar City Lawsuit, More Emissions Scandal Fallout, Impeachment Inquiry (09.24.19) appeared first on TechCast Daily.

Sep 25 2019

12mins

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Rank #7: Interview: Matt Joyce 2 (09.17.19)

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– Matt Joyce rejoins the podcast to discuss recent developments

Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast

Ludicrous producer Bradford Ferguson Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Interview: Matt Joyce 2 (09.17.19) appeared first on TechCast Daily.

Sep 18 2019

49mins

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Rank #8: Musk Restarts Production Against County's Wishes, China April Numbers, Deutsche Bank Note, Short Interest (05.11.20)

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➤ Elon Musk restarts Tesla's production at Fremont against the order of Alameda county, says “if anyone is arrested, I ask that it only be me" ➤ Tesla officially files lawsuit against Alameda county (https://www.courtlistener.com/recap/gov.uscourts.cand.359281/gov.uscourts.cand.359281.1.0.pdf) ➤ California Governor Gavin Newsom and local officials weigh in ➤ China registration and production numbers for April ➤ Deutsche Bank issues updated TSLA stock note after investor call with Tesla ➤ Updated short selling data on TSLA stock

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 producer Andre Kent Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 12 2020

13mins

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Rank #9: Senator Pushes For Autopilot Changes, VW CEO Comments on Tesla/EVs (01.24.20)

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- Massachusetts Senator Ed Markey continues to push Tesla for changes to Autopilot - VW CEO Herbert Diess comments on EVs and competition with Tesla

Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Jan 25 2020

9mins

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Rank #10: Interview: Neural Networks & Autopilot V9 With Jimmy_d (10.29.18)

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– Jimmy_d joins the podcast to expand on his post from the Tesla Motors Club forum about neural networks and what he is seeing in the most recent Autopilot software update

Timestamps: 1:19 – Jimmy_d’s background 3:39 – Background on neural networks 11:04 – Autopilot structure and outputs 16:54 – Inception V1 network 20:29 – Network training & weighting 23:59 – Autonomous driving development paths 26:09 – Lidar & the DARPA challenge 38:49 – Fleet learning 43:34 – Operating the vehicle 50:49 – New network in V9 1:06:54 – Processing power

Seeing The World in Autopilot Video: (Link)

Other Interviews: – MIT Research Scientist Lex Fridman on Autonomous Driving – Elon Musk vs. Short Sellers with Pro Trader Jesselivenomore Investing in Tesla with DaveT – Tesla Semi Insights with Trucking Industry Insider – Tesla Semi Reservation Holders Breytner Transport & SPI Logistics

Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast

Executive producer Jerome Jorden Executive producer Rob Gill Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

The post Interview: Neural Networks & Autopilot V9 With Jimmy_d (10.29.18) appeared first on TechCast Daily.

Oct 30 2018

1hr 12mins

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Rank #11: Cybertruck Review With HyperChange and Matt Joyce (11.22.19)

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- Full review of everything Cybertruck with Gali Russell and Matt Joyce

Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Nov 23 2019

56mins

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Rank #12: Elon Calls Out Short Manipulation, Model 3 Brake Testing (07.05.18)

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– Some discussion on TSLA stock performance – Elon calls out short manipulation, retweeting an article about jesselivenomore’s TMC post discussed on the 7/4/18 episode of Tesla Daily – Model 3 brake testing

Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast

Executive producer Jerome Jorden Executive producer Rob Gill Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

The post Elon Calls Out Short Manipulation, Model 3 Brake Testing (07.05.18) appeared first on TechCast Daily.

Jul 05 2018

7mins

Play

Rank #13: Interview: Alex Potter of Piper Jaffray (12.11.19)

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Alex Potter, analyst at Piper Jaffray, and Rob Maurer discuss Tesla's valuation, China potential, competition, risks, and investor theses.

Youtube link, including detailed disclosures: https://youtu.be/z9k3ppSk0oA

1:06 - Introduction 3:33 - How long has Alex been bullish? 5:12 - Product diligence 6:07 - Why has Alex become more bullish? 10:05 - How high can market share go? 10:58 - Bear/bull theses 14:15 - Tesla in China 42:52 - Competition 52:38 - EV profitability 53:45 - EV credits/regulations 1:02:01 - Tesla’s updside 1:03:30 - Demand 1:07:10 - Price target 1:09:55 - Tesla Energy 1:11:44 - Autonomy 1:17:05 - Talent

Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 13 2019

1hr 20mins

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Rank #14: Did Tesla Really Trigger the Federal Tax Credit Phaseout in Q2? Thoughts on TSLA, Q2 Delivery/Production Numbers (07.03.18)

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– Discussion on TSLA’s interesting stock price movement on 07/02 – Thoughts on Q2 official production and delivery numbers – InsideEVs believes Tesla triggered the beginning of the US federal EV tax credit in Q2

Homework: Elon Musk vs. Short Sellers

Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast

Executive producer Jerome Jorden Executive producer Rob Gill Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

The post Did Tesla Really Trigger the Federal Tax Credit Phaseout in Q2? Thoughts on TSLA, Q2 Delivery/Production Numbers (07.03.18) appeared first on TechCast Daily.

Jul 03 2018

12mins

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Rank #15: Q3-2019 Earnings Report Review (10.23.19)

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– Reviewing all of the important details and takeaways from Tesla’s well-received Q3-2019 earnings report, shareholder letter, and conference call

Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post Q3-2019 Earnings Report Review (10.23.19) appeared first on TechCast Daily.

Oct 24 2019

39mins

Play

Rank #16: Musk Threatens Lawsuit, Relocation of Tesla HQ (05.09.20)

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➤ Elon Musk threatens to file lawsuit with Alameda county over continued production restrictions ➤ Additionally, Elon makes plans to relocate Tesla's headquarters outside of California ➤ Elon mentions Texas, further alluding to a possible Gigafactory in Texas ➤ Alameda county contact form, please be respectful: http://www.acphd.org/contact-acphd/contact-form.aspx

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast

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 producer Andre Kent Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

May 09 2020

6mins

Play

Rank #17: Interview: Alex Potter of Piper Sandler (05.05.20)

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Video: https://youtu.be/ey3UeFJqSqY

Alex Potter, analyst at Piper Sandler, and Rob Maurer discuss Alex's $939 price target on TSLA stock, Elon Musk's tweets, institutional investors' questions, the variance in perspectives between institutional and retail investors, Tesla's progress in China, David Einhorn's short thesis, Tesla Solar/Energy, upside/downside risks, and Tesla's valuation/position in the market.

To hear more from Alex & Rob, specifically on Tesla in China, watch here: https://youtu.be/z9k3ppSk0oA

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast

0:00 - Introduction 1:10 - Alex's $939 TSLA price target 2:12 - Q1 earnings report reaction 7:28 - Tesla's positioning/pricing in China & new energy vehicle subsidies 13:04 - Institutional investor TSLA questions 17:35 - Risks in China 19:00 - Takeaways from Tesla's 10-Q filing, deferred revenue, regulatory credits 32:05 - Are suppliers at risk in this macro-environment? 35:35 - China's vehicle market recovery 39:57 - How much is the macro-environment weighing down TSLA stock? 42:20 - Reaction to Elon Musk's tweet about TSLA stock price being too high, from Alex and clients 43:31 - Thoughts on David Einhorn's questions about accounts receivable, and the TSLA short thesis 46:26 - Risks and downsides to Tesla's valuation 49:45 - Valuing Tesla Solar & Tesla Energy and Alex's personal experience with those business lines 55:35 - Valuing TSLA stock and missing upside 1:06:09 - Institutional investors evolving mindset and questions 1:10:05 - How can anyone compete with Tesla's lead? Why aren't analysts forecasting that lead to continue? 1:19:55 - Retail / institutional investor perspective variance

http://www.pipersandler.com/

Disclosures: Rob Maurer is long TSLA stock & derivatives Disclosures for equity universe of: Alex Potter 1. I or a household member has a financial interest in the securities of the following companies: none 2. I or a household member is an officer, director, or advisory board member of the following companies: none 3. I have received compensation within the past 12 months from the following companies: none 4. Piper Sandler beneficially owns 1% or more of a class of the following companies: none 5. Piper Sandler has had a client relationship or has received compensation for investment banking services from the following companies within the past 12 months: LYFT 6. Piper Sandler expects to receive or intends to seek compensation for investment banking services from the following companies in the next 3 months: none 7. Piper Sandler was a managing underwriter of a public offering of, or a dealer manager of a tender offer for, the securities of the following companies within the past 12 months: none 8. Piper Sandler has had a client relationship and has received compensation for non-investment banking securities related products or services in the past 12 months for the following companies: none 9. Piper Sandler has had a client relationship and has received compensation for non-securities services in the past 12 months for the following companies: none 10. Piper Sandler is a registered market maker for the following companies: ALSN, APTV, F, GM, LYFT, MTOR, PCAR, WBC 11. Piper Sandler will buy and sell securities on a principal basis for the following companies: 1211 HK, 175 HK, 300750 CH, CMI, NIO, NIU, TSLA, UBER

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 producer Andre Kent Music by Evan Schaeffer

May 06 2020

1hr 28mins

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Rank #18: Model 3 Price Increases, Deutsche Bank Meets With Tesla (12.13.19)

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- Tesla increases base price on some Model 3 variants in the US - Deutsche Bank meets with Tesla and shares interesting details in investor note

Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Dec 14 2019

19mins

Play

Rank #19: Investor Roundtable with Galileo Russell, Rob Maurer, and Matt Joyce (07.10.19)

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– TSLA investor roundtable recorded on 7/7/19 with Galileo Russel, Rob Maurer, and Matt Joyce – Also available on YouTube (Link)

  • 1:12 Tesla Q2 Production & Deliveries Report & Potential S&P 500 inclusion
  • 4:20 Short Position In Tesla/Short-Squeeze Theory
  • 6:30 How to value Tesla, P/E, P/S?
  • 9:37 Tesla’s Rapidly Improving FCF
  • 12:34 What happens when Autonomy/Tesla Network hits
  • 15:02 Why did Matty Mogul by FSD?
  • 18:16 Model S/X Refresh
  • 21:52 The Core Efficiency Table
  • 25:50 ICE is Tesla’s Real Competition
  • 26:47 Maxwell & Tesla’s Battery Cell Scaling Solution
  • 31:58 Elon’s Electric VTOL jet
  • 32:55 The Cheaper the Battery Tech, The More Industries Tesla Will Disrupt
  • 36:56  Will Tesla launch a commercial electric plane?/Master Plan Part Trois
  • 38:59 Tesla Insurance
  • 43:44 Valuation of Cruise Automation Vs Tesla
  • 45:02 Media, FUD & TSLAQ
  • 51:30 Gigafactory 3 Shanghai/Tesla’s China Opportunity
  • 59:54 Closing Comments, Big Picture Summary

Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan SchaefferParagraph

Disclosure: Rob Maurer, Galileo Russell and Matt Joyce are long TSLA stock & derivatives

The post Investor Roundtable with Galileo Russell, Rob Maurer, and Matt Joyce (07.10.19) appeared first on TechCast Daily.

Jul 11 2019

1hr 9mins

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Rank #20: BMW CEO Comments on Tesla, Mazda’s EV Plans, Honda Invests in Cruise, Spotify (10.03.18)

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– Tesla Daily is now on Spotify – BMW’s CEO of North America comments on Tesla’s impact – Mazda outlines their electric vehicle plans – Honda invests in GM’s Cruise

Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast

Executive producer Jerome Jorden Executive producer Rob Gill Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

The post BMW CEO Comments on Tesla, Mazda’s EV Plans, Honda Invests in Cruise, Spotify (10.03.18) appeared first on TechCast Daily.

Oct 04 2018

7mins

Play