Q1 Delivery Discussion, HW3 Tweets from Elon (03.29.19)

– Discussing my current thoughts on Q1 deliveries vs. consensus estimates
– Elon shares some small updates on HW3 on Twitter

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Maxwell Tender Offer Extended for Second Time (03.28.19)

– Tesla has extended the tender offer for Maxwell technologies for the second time in two weeks

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Autopilot Firmware Contains Stoplight & Stop Sign Features, Musk Clarifies Store Moves to Employees, SR Deliveries Delayed (03.27.19)

– Video from firmware 19.8.3 demonstrates Autopilot’s ability to autonomously stop at stoplights (Link)
– Musk sends internal email clarifying the recent store moves
– Standard Range Model 3 deliveries reportedly delayed
– 4/4/2019 date selected for oral arguments in SEC contempt case

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Production Lawsuit Dismissed, Model Y Price Increase, V2 Supercharging (03.25.19)

– US District judge dismisses production lawsuit
– SEC responds to Musk’s sur-reply
– Tesla raises Model Y prices
– V2 supercharging data

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

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Musk’s Sur-Reply, New AP Features (03.23.19)

– Sur-reply filed by Musk’s lawyers in contempt case (Link)
– Two new Autopilot features

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

EOQ Delivery Push, Referral Program Returns, Enhanced Summon, Sur-Reply Granted (03.22.19)

– Musk emails all employees in end of quarter push for deliveries
– Tesla brings back the referral program
– First videos of enhanced summon in action
– Judge grants Musk the opportunity to file a sur-reply in SEC case

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Price Increases, Model S Standard Range (03.21.19)

– Tesla increases prices on most vehicles, makes change to Model S lineup
– Screenshot of internal Tesla screen showing fleet size (Link)

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

SEC Replies to Musk in Contempt Case (03.19.19)

– The SEC files a reply to Musk’s response to the courts in defense of the SEC’s assertion of contempt of the settlement agreement
– Tesla email targets 30,000 deliveries in 15 days
– Enhanced Summon and Navigate on Autopilot updates rolling to early access program members
– Price changes delayed to Wednesday night

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Mid-Range Model 3 Removed, Model Y & TSLA (03.18.19)

– Tesla removes mid-range Model 3 from the US design studio
– More discussion on Model Y and the current reaction by the market

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives


Initial Thoughts on Model Y (03.15.19)

– Tesla unveils Model Y
– Reaction from event and early thoughts on Model Y

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

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