GF3, Model 3 Awards, Franz Interview, FactSet Consensus, Starlink Update (10.22.19)

– Tesla VP provides minor update on Gigafactory Shanghai status
– Model 3 receives some nice recognition from a UK-based car reviewer
– Looking at Tesla’s search volume on Google
– Takeaways from Ride the Lightning’s interview with Franz von Holzhausen
– FactSet consensus estimates heading into the Q3 earnings report
– Starlink progress update

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

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Q3-19 Earnings Preview With Galileo Russell of HyperChange (10.21.19)

– Previewing the TSLA Q3 2019 earnings report with Galileo Russell of HyperChange
– Video Link: https://youtu.be/3Gi_bixFQak
– Google Doc Link: https://docs.google.com/spreadsheets/d/1omKIHMSrctpYY-lslxz6qWVMliwZbQOHYQe74vtaJ1c/edit?usp=sharing

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

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Model 3 Updates, TSLA Record, GF3 Approval, Track Mode, UAW/GM Agreement Details (10.17.19)

– TSLA closes higher than the previous day’s close for the 9th day in a row
– Tesla updates Model 3 specs, pricing, delivery estimates
– Gigafactory Shanghai approved for production
– Track Mode hardware package
– UAW/GM tentative agreement details

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

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GF3/Model Y/Plaid Updates, IIHS, EV Taxis, Volvo XC40, UAW/GM Reach Tentative Agreement (10.16.19)

– Gigafactory Shanghai rumor
– Model Y spotted outside of California
– Update on Plaid powertrain Model S
– IIHS headlight ratings
– Green Cab converts to Tesla
– Volvo unveils XC40 Recharge
– UAW and GM reach tentative collective bargaining agreement

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

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Model Y Production Rumors, Back to the Nürburging, Taycan 4S, Rivian Update (10.15.19)

– CleanTechnica reports on Model Y production rumors
– Yet another Model Y spotted in Fremont
– Tesla heads back to the Nürburgring
– Porsche announces the Taycan 4S
– UAW and GM reportedly make some progress in strike negotiations
– Rivian VP shares some information on their factory (Link)
– Elon tweets about the machine that makes the machine

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

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Cybertruck, Compensation Adjustments, DeepRain, China Updates, Model Y Spotting (10.14.19)

– Updates on Gigafactory Shanghai, China Regulations
– Elon discusses Tesla Truck, Autopark, and DeepRain on Twitter
– Tesla reportedly adjusts compensation structure for store employees
– Model Ys spotted in Fremont

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

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Interview: Consumer Reports Head of Connected & Automated Vehicles, Kelly Funkhouser (10.11.19)

– Consumer Reports Head of Connected & Automated Vehicles, Kelly Funkhouser, joins the podcast to discuss the recent article on Smart Summon, and Tesla’s other autonomous features

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

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Dyson’s EV Plans, GM CEO Meets With UAW, New Panasonic VP (10.10.19)

– Update on Dyson’s electric vehicle plans
– UAW sources comment on electric and autonomous vehicles
– Panasonic hires new VP of battery technology

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

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Consumer Reports on Smart Summon, CA Blackouts, Model Y/Pickup News, Earnings Scheduled, Short Interest (10.09.19)

– Consumer Reports reviews Smart Summon
– PG&E schedules blackouts in northern California
– Tesla schedules the Q3 earnings release and conference call
– Elon addresses pickup truck unveil timing
– Model Y prototype spotted again (Link)
– Updated short interest numbers released

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

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Moody’s Upgrade, Tesla Energy Nantucket Project, PepsiCo/Tesla Semi, Panasonic Relationship (10.08.19)

– Moody’s upgrades a portion of Tesla’s asset-backed securities
– Tesla energy project in Nantucket, Massachusetts
– PepsiCo stirring up some Tesla Semi news
– Wall St. Journal article discusses Tesla/Panasonic relationship (Link)

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

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