Explaining Musk’s “Gigantic Money Furnace” Comments + Tesla Shanghai Confusion (06.22.22)

➤ Elon Musk discusses Tesla’s production challenges, cash burn, FSD, and Cybertruck in new interview (https://youtu.be/u5w_VkAx6tc)
➤ Multiple reports on Giga Shanghai shutdowns cause confusion
➤ Morgan Stanley lowers TSLA price target
➤ CFRA calls TSLA drop a generational opportunity
➤ Tesla heavily recruiting at computer vision conference
➤ Update on Model Y pricing
➤ News on a possible EV tax credit
➤ The Boring Company looks to build tunnel in Giga Texas area

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Musk Shuts Down Bloomberg Forecast, Production Updates, American-Made Index, Texas Model Y (06.21.22)

➤ Elon Musk shuts down Bloomberg’s EV forecast at Bloomberg’s Qatar Economic Forum (https://youtu.be/uTBeGjg4pek)
➤ TSLA stock rallies to 3rd best day of the year
➤ Tesla provides update on Giga Berlin production
➤ Discussion on Tesla deliveries and production in China
➤ Cars.com updates American-Made Index
➤ Acceleration boost reported for Texas-made Model Y
➤ New photos of Tesla’s Semi Megacharger
➤ Texas plans EV charging investment
➤ IDRA extends open house
➤ von Holzhausen interior update

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Enhanced Autopilot, Giga Shanghai, Layoffs, SpaceX Firings (06.17.22)

➤ Ron Baron shares thoughts on current market
➤ Tesla plans to expand Enhanced Autopilot offering
➤ Rumor on China production
➤ Price increases in China
➤ Berlin-made Model Y efficiency test
➤ Tesla layoffs reportedly continue
➤ SpaceX fires employees behind open letter
➤ Tesla expands insurance offering
➤ Markets closed on Monday, June 20

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives



Price Increases, Commodities, Semi, Insurance, Supercharging, Service, SpaceX (06.16.22)

➤ TSLA stock drops as Nasdaq hits 52-week low
➤ Tesla raises prices on version of all vehicle models
➤ Checking in on commodities prices
➤ Tesla Semi update
➤ More Tesla Insurance news
➤ Tesla expands Supercharging pilot
➤ Possible new interior option
➤ Report on Tesla delivery and service staff
➤ Elon Musk meets with Twitter employees
➤ Internal SpaceX letter to Elon Musk
➤ Musk, Tesla, SpaceX sued over Dogecoin

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Fed Meeting, Mustang Mach-E Disclosure, NHTSA, V11, Insurance, Appeal (06.15.22)

➤ TSLA stock rises alongside market after FOMC meeting and interest rate decision
➤ Ford discloses that the Mustang Mach-E is no longer profitable
➤ NHTSA releases ADAS / ADS crash data
➤ Elon Musk comments on FSD Beta V11
➤ Tesla files to expand Tesla Insurance availability
➤ Elon Musk appeals SEC settlement ruling
➤ Nio announces ES7 details
➤ Musk sets Starship launch timeline
➤ The Boring Company gets approval in Las Vegas

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Crash Data Imminent, Musk Interview, Giga Berlin, Supercharging, India (06.14.22)

➤ NHTSA reportedly expected to release crash data singling out Tesla in coming days
➤ PPI reported ahead of Fed meeting
➤ Elon Musk discusses Tesla, Rivian, and Lucid (https://youtu.be/iHmSrK238vI)
➤ Giga Berlin tests production for structural pack Model Y
➤ Tesla expands third-party Supercharging test
➤ Exec resigns for Tesla in India
➤ Elon Musk expected to speak with Twitter employees
➤ Ford halts sales of Mustang Mach-E
➤ GM unveils newest EV

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives



Musk Rallies Employees, 4680 Production, Factory News, Bitcoin Impairment (06.13.22)

➤ Elon Musk emails Tesla employees as quarter-end approaches
➤ Markets drop ahead of Fed meeting
➤ Updates on Giga Berlin
➤ Info on 4680 production
➤ LG announces investment in 4680 batteries
➤ RBC upgrades TSLA
➤ Tesla faces Bitcoin impairment in Q2
➤ Virtual power plant in Texas
➤ Automakers ask for EV incentive extension
➤ SpaceX gets FAA approval

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives



3-1 Stock Split, Proxy Filing, 4680 Energy Density, CPI, Model Y Expansion (06.10.22)

➤ Tesla files proxy statement for shareholder meeting and announces 3-1 stock split plan
➤ CPI numbers come in higher than expected ahead of Fed meeting
➤ More info on new 4680 vehicles
➤ Tesla expands Model Y to new countries
➤ Elon Musk comments on FSD Beta

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives



All-Hands Meeting, China Numbers, NHTSA Investigation, UBS, Vehicle Prices (06.09.22)

➤ Elon Musk tells Tesla to prepare for nutty quarter in all-hands meeting
➤ CPCA reports Tesla’s sales and production in China for May
➤ Reuters reports on June production target
➤ NHTSA elevates investigation on Tesla Autopilot
➤ New info on 4680 battery performance
➤ UBS upgrades TSLA rating
➤ Model Y spotted in new country
➤ KBB reports on vehicles price changes
➤ Switzerland cuts EV incentive
➤ White House announces EV charging plans

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives



4680 Model Y Deliveries, BYD Batteries, Next-Gen Cameras, China Update, Giga Press (06.08.22)

➤ Tesla supply chain news on batteries, autonomous driving hardware, China production and more
➤ Tesla begins external deliveries of Texas-made Model Y
➤ CPCA set to report May numbers
➤ Twitter plans to provide data to Musk
➤ News on IDRA Giga Press
➤ EU sets stricter emissions targets

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives



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