Confusion on Tesla China Reporting + AMD Retrofit, Tesla Megapack (01.06.22)

➤ Clarification on Tesla Giga Shanghai workforce reporting
➤ Report on Giga Texas
➤ IG Metall sets up shop near Giga Berlin
➤ News on possible processor retrofitting
➤ Tesla performs well in UK in 2021
➤ Tesla unveils Megapack project in Texas

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



Markets Tank, TSLA Follows, Gigafactory Updates, Lawsuit, Silverado EV, Amazon (01.05.22)

➤ Nasdaq has worst day in nearly a year, continuing massive two-day decline
➤ Comparing TSLA stock performance to previous similar periods
➤ Federal Reserve releases December meeting minutes
➤ Updates on Giga Berlin and Giga Shanghai
➤ Update on Nikola Motors lawsuit of Tesla
➤ Redwood Materials announces partnership involving Tesla Gigafactory
➤ GM announces all-electric Silverado pickup and two other EVs at CES
➤ Amazon and Stellantis announce interesting partnership
➤ Sony announces intent to explore EV production

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



Why Tesla Dropped as Ford & GM Popped + Tesla China Criticism, Solar News (01.04.22)

➤ TSLA stock drops after big start to the year, Ford and GM lead S&P 500
➤ Ford announces increased EV production plans
➤ GM loses top market share position
➤ Tesla criticized for actions in China
➤ More analyst updates
➤ Latest on the status of the EV tax credit
➤ Daimler unable to complete recall

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 Jeffrey Yu
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



Huge Day for Tesla as Markets React to Q4 Delivery Report (01.03.22)

➤ TSLA stock sees biggest dollar gain ever after reporting Q4 deliveries and production
➤ Analysts react to Tesla’s report with a mix of hesitation and price target increases
➤ More information on Tesla’s Model S recall
➤ California PUC change may hamper solar adoption: https://bit.ly/3pMTPCC
➤ Tesla tops the market in Norway, Switzerland
➤ Giga Texas may soon start production
➤ Apple surpasses $3T valuation

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 Jeffrey Yu
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



Analyzing Tesla’s Excellent Q4 Delivery/Production Report (01.02.22)

➤ Join Rob Maurer for a discussion on Tesla’s Q4-21 delivery and production 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 Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives



Q4-21 Delivery and Production Estimates (12.30.21)

➤ Rob Maurer walks through estimates for Tesla’s Q4 delivery and production numbers and how they may compare to Wall Street’s consensus expectations

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 Jeffrey Yu
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 Completes Stock Sale, 3/Y Hardware Updates, New Partnerships, Northvolt, Waymo (12.29.21)

➤ Elon Musk finally concludes sale of TSLA stock
➤ Looking ahead at the schedule for the rest of the year
➤ Tesla makes some hardware changes on Model 3 and Model Y
➤ German hypermarket chain announces Supercharging plans
➤ Tesla sponsors Formula SAE
➤ Australian publication awards Tesla Model 3
➤ Northvolt begins battery production
➤ Waymo announces new OEM partnership
➤ Hyundai adjusts hydrogen 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 Jeffrey Yu
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



Lex Fridman Interviews Musk, Analyst Notes, China Updates, Hyundai (12.28.21)

➤ Elon Musk discusses Tesla autonomy and Tesla Bot with Lex Fridman: https://youtu.be/DxREm3s1scA
➤ Argus Research raises TSLA price target
➤ Wedbush reiterates TSLA price target
➤ Global Equities Research visits Fremont factory
➤ China domestic December sales teaser
➤ China set to change foreign investment rules
➤ Hyundai closes engine development division

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 Jeffrey Yu
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



Production Capacity, FSD Beta 10.8, New UI, Model X, Berlin, Long Tailpipe (12.27.21)

➤ Discussion on Tesla’s production rate at Giga Shanghai after new drone flyover videos: https://youtu.be/VvVJcW6gN5I
➤ Tesla releases FSD Beta 10.8 and new user interface in holiday update
➤ Refreshed Model X update
➤ New employee comments on Giga Berlin battery production
➤ Tesla Megapack project in Hungary
➤ Yale University studies vehicle supply chain emissions: https://bit.ly/3EylCL5

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 Jeffrey Yu
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



TSLA, Consumer Reports, NHTSA, FSD Beta, Shipping, Graphite, Charging (12.23.21)

➤ Consumer Reports criticizes Tesla’s driver monitoring implementation
➤ Elon Musk continues selling TSLA stock
➤ NHTSA comments on Tesla investigation
➤ News on FSD Beta 10.8, premium connectivity
➤ Tesla signs huge shipping contract
➤ Tesla agrees to graphite supply contract
➤ Grant application may hint at future Supercharger strategy
➤ Rear-wheel drive Model Y on EPA site for 2022

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 Jeffrey Yu
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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