Month: November 2018

Update on Model 3 Production and Costs from Elon Musk (11.30.18)

– A leaked Elon Musk internal email reveals some details on Model 3 production rate and production costs

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

Improved Rain Sensing Coming Soon & Other Updates (11.29.18)

– Elon tweets that an improved rain sensing update will be coming soon amongst other software updates
– ChargePoint gets a big investment
– New leadership at 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

Further Discussion on TSLA Short Interest, Fed Chairman Comments (11.28.18)

– Markets react to comments by Federal Reserve chairman Jerome Powell
– In response to a question on Twitter, I discuss the recent short interest numbers in more detail

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

Reported Sales Decline in China Called Wildly Inaccurate by Tesla, SEC Chairman Comments (Inconsequentially) on Musk, TSLA Short Interest Update (11.28.18)

– TSLA short interest for 11/15 has been published
– Reuters reports on huge decline in Tesla sales for October in China, Tesla responds
– SEC chairman comments on Musk’s “Shortseller Enrichment Committee” tweet
– Rivian unveils R1S all-electric SUV

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

Musk Says Tesla Came Within Weeks of Dying, GM Plans to Shutter Factories, Nissan Leaf Unveiling Delay, Rivian All-Electric Pickup (11.16.18)

– Elon Musk discusses the challenge of the Model 3 production ramp with HBO (Link)
– GM to close factories, stop production of sedans
– Nissan delays the unveiling of longer range Leaf
– Rivian unveils all-electric pickup truck

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

Model S/X Priced to Reflect Savings, UBS Report on Battery Cost, Upcoming Musk Interview on HBO (11.21.18)

– Tesla has adjusted the listed pricing for Model S and X to reflect tax and fuel savings
– UBS releases report on battery costs
– Elon Musk interview to be featured on HBO’s Axios on Sunday, 11/25 at 6:30 PM EST/PST
– Happy Thanksgiving!

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

Elon Tweets About Future Projects/Priorities, Tesla Forums Security Issue, Automaker CEOs Make Headlines (11.19.18)

– VW, Diamler, and BMW CEO’s called out in Germany
– Renault Nissan Chairman & CEO Ghosn arrested
– Elon discusses future projects including an electric work van, the Tesla pickup, and Supercharger V3
– Details on Tesla’s forums security issue, which has been resolved (Link)

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

Model 3 Orders Begin in China, Software Update, VW CEO Comments on EV Plans, TSLA Closes at 3-Month High (11.16.18)

– Tesla has opened orders to at least some reservation holders in China, disclosing pricing and options
– Model 3 software update adds a couple new features
– VW’s CEO comments on the company’s EV plans
– TSLA closing price is the highest in the last 3 months

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

1,000 Model 3 Daily Production Rate Target, 2018 Delivery Order Deadline, Elon Tweets About Logistics (11.15.18)

– Electrek reports that Tesla is targeting a Model 3 production rate of 1,000 vehicles per day by the end of November
– All orders prior to November 30th should be able to take delivery by the end of the year, according to Musk
– Elon tweets on logistics and full self-driving

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

New Charge Port for European Model 3, Other Product Updates (11.14.18)

– Model 3 will ship with a new charging port, necessitating some Supercharger network changes
– Tesla adds a new Enhanced Anti-Theft product
– Previously removed options for Model S/X still available through custom orders

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