VW CEO Admits Targets “Close to Impossible”, Tesla Insurance Expansion, Steel Dynamics, Cold Weather (01.20.22)

➤ Volkswagen CEO Herbert Diess comments on Volkswagen’s electrification plans, supply chain, and more
➤ Tesla expands insurance offering to more states
➤ Steel Dynamics comments on Tesla supply rumors
➤ Tesla files for registration of new trademark
➤ Canadian Tesla owners voice issues with new cold weather updates
➤ Elon Musk comments on air suspension feature

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

Plaid producer Who Why
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



Berlin Vehicles in Norway, New Potter Note, Solar Roof, Safety Score, Toyota, Ford (01.19.22)

➤ Vehicles produced at Giga Berlin spotted outside the country
➤ Piper Sandler analyst Alex Potter issues updated note ahead of Tesla’s Q4 earnings report
➤ Tesla updates Solar Roof financing
➤ Elon Musk comments on Tesla Safety Score expansion
➤ Toyota cuts production plans, lowers guidance due to semiconductor shortages
➤ Ford to recognize huge gain from Rivian investment

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

Plaid producer Who Why
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



Analyst Note Demonstrates Tesla’s Upside, Macro, Ford, Stellantis, Dawn Project (01.18.22)

➤ New TSLA note from Credit Suisse demonstrates why the market is missing the story on Tesla, again…
➤ Nasdaq continues to struggle as yields rise
➤ Tesla increases price of FSD in the United States
➤ Following up on graphite supply chain
➤ Ford partners with ADT to copy Tesla
➤ Stellantis CEO spreads doubt on EVs
➤ CNBC interview Dan O’Dowd about Dawn Project

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

Plaid producer Who Why
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



Ad Campaign Attack, Autopilot Safety Analysis, FSD Beta, Law Firm, NHTSA, Gigafactory Updates (01.17.22)

➤ Tesla is criticized in full-page ad in the New York Times
➤ Analyzing Tesla’s newest safety data
➤ FSD Beta 10.9 rollout, plus news on expansion
➤ Tesla reportedly asks law firm to fire lawyer from past SEC case
➤ NHTSA in discussion with Tesla over heat pump issues
➤ Important updates from Giga Texas
➤ Elon Musk discusses Berlin travel plans
➤ Supply chain updates
➤ Ryzen processor confirmed to impact vehicle range
➤ Indian state courts Tesla

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

Plaid producer Who Why
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



Model Y Updates, Giga Berlin, Dogecoin, China Rates, Cybertruck (01.14.22)

➤ Tesla updates Model Y in European design studio
➤ Performance Model Y vehicles spotted at Berlin factory
➤ Elon Musk rumored to visit Giga Berlin
➤ Tesla begins accepting Dogecoin on select merchandise
➤ More videos on Giga Shanghai vehicle exit rate
➤ Additional thoughts on possible Cybertruck delay
➤ Nasdaq will be closed on Monday, January 17

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

Plaid producer Who Why
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



Cybertruck Reports, Automaker Shutdowns, China Production, Tesla Court Case, UI, Macro (01.13.22)

➤ Media reports on Cybertruck delays
➤ US government reports PPI, initial jobless claims
➤ Automakers halt vehicle production in China
➤ China MIIT reports Tesla December production
➤ Model Y sales rank well in China
➤ Ford hits $100B valuation
➤ Tesla request rejected in court
➤ Elon Musk comments on new Tesla UI

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

Plaid producer Who Why
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



Inflation Outlook, Tesla’s Speed, Analyst Updates, Factory News, China, Volkswagen (01.12.22)

➤ Tesla puts one of their main competitive advantages on display
➤ Discussing US inflation report and near-term outlook
➤ Analyst updates from Morgan Stanley and Global Equities Research
➤ Brandenburg Economic Minister Jörg Steinbach comments on Giga Berlin water supply case and factory approval
➤ Update on Giga Texas
➤ More information on China sales
➤ Volkswagen reports full-year EV sales
➤ Tesla adjusts Model X Plaid options
➤ Elon Musk comments on Tesla in India
➤ Tesla schedules Q4 earnings report

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

Plaid producer Who Why
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



Ridiculous Solar Proposal, Cold Weather Update, China Sales, Berlin, Texas, Macro (01.11.22)

➤ Tesla is pushing back on a California proposal which could hurt the entire US (https://bit.ly/3neQ47q)
➤ Update on macro environment
➤ Update on Tesla cold weather performance
➤ CPCA reports Tesla China sales for December
➤ Timeline for Giga Berlin water dispute resolution
➤ New equipment spotted at Giga Texas
➤ GM launches new financial product

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

Plaid producer Who Why
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



FSD Pricing Discussion, Tesla Energy Growth Plan, Analyst Updates, Nickel Supply, Shanghai, Cold Weather (01.10.22)

➤ Discussing Tesla’s recent decisions ahead of the Q4 earnings report and product roadmap update
➤ Marco economic calendar check
➤ Tesla reportedly discusses aggressive growth plan for Tesla Energy, Megapack updates
➤ Analyst updates from Wedbush, Goldman Sachs, Morgan Stanley, and Global Equities Research
➤ Tesla secures US-based nickel contract
➤ Giga Shanghai output videos
➤ Reports of cold weather issues

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

Plaid producer Who Why
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



Apple Adds Tesla to Peer Group, Tesla Semi, Berlin Temporary Approval, CATL (01.07.22)

➤ Apple adds Tesla to peer group
➤ TSLA stock continues to fall alongside tech/growth
➤ Megacharger spotted at Pepsi facility, new Semi rumors
➤ Giga Berlin granted new temporary approval
➤ CATL factory near Giga Shanghai reportedly progressing rapidly
➤ TSLA investor has shares seized by government after fraud charges
➤ UK Model Y update
➤ Tesla safety video: https://youtu.be/5Y0PUqFhBWE
➤ Toyota talks solid-state battery plans

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

Plaid producer Who Why
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



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