China “Recall”, Battery Supply Deal, Tesla Appeal, Plaid First Drive (06.28.21)

➤ Tesla issues over-the-air software update “recall” in China
➤ Tesla inks new deal with major battery supplier
➤ New study shows Tesla’s attractiveness compared to other vehicles
➤ Tesla prepares for surge in Supercharging ahead of holiday weekend
➤ Rob drives a Model S Plaid: https://youtu.be/SRv6Cpf0IuE
➤ Happy birthday to Elon Musk!

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 Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Musk Updates on FSD, China Rumors, Price Increase, Panasonic, CNBC (06.25.21)

➤ Elon Musk provides update on FSD rollout, FSD subscription timing
➤ TSLA stock closes best week in months
➤ Rumor on China June deliveries
➤ More details on Panasonic’s sale of TSLA stock
➤ Tesla continues increasing prices
➤ The Wall Street Journal reviews the Plaid Model S
➤ CBNC humorously reports on Tesla lawsuit
➤ Brussels moves to eliminate internal combustion engine vehicles

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 Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu

Disclosure: Rob Maurer is long TSLA stock & derivatives



TSLA Rally Continues, Infrastructure “Deal”, Panasonic, Supercharging, Q3, Starlink (06.24.21)

➤ TSLA stock continues to rally and outperform indices
➤ Rob Maurer joins The Come Up Series to discuss Tesla: https://youtu.be/LowQrU-VgBw
➤ President Biden says “we have a deal” on infrastructure package
➤ Panasonic discusses 4680 battery cell production, divests from TSLA
➤ Rumor of Tesla being sold out for Q3
➤ Tesla reportedly opening Supercharger network on some stations in Norway
➤ Elon Musk discusses Starlink IPO access

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu

Disclosure: Rob Maurer is long TSLA stock & derivatives



TSLA’s Best Day in Months, EV Adoption, China Rumors, American-Made Index, Honda, GM (06.23.21)

➤ Tesla stock finishes as the top performing stock across the entire S&P 500 and Nasdaq 100 on Wednesday, posting its best day in months
➤ Ernst & Young releases new forecast on electric vehicle sales
➤ Market research firm GWI shares perceived EV advantages and disadvantages
➤ Tesla takes top slot in American-made index
➤ Honda announces targeted end date of internal combustion engine production
➤ GM partners with Shell for EV customers

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 Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Piper Sandler Says Tesla “Still the Best”, Morgan Stanley Note, Bitcoin Impairment, China (06.22.21)

➤ Alex Potter of Piper Sandler publishes forecast of EV sales by brand through 2040, comments on TSLA as an investment
➤ Adam Jonas of Morgan Stanley releases note discussing Tesla’s capacity expansion
➤ Bitcoin falls to new quarterly low, will impact Tesla’s Q2 financials
➤ Tesla to hold energy event in China
➤ Discussion on China delivery wait times
➤ Volkswagen ID.4 reportedly struggling to gain traction in China

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 Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Karpathy Talks Tesla Vision, Supercomputer + AI Day, Leaked Email, Subscriptions, Plaid, Berlin (06.21.21)

➤ Tesla’s Senior Director of Artificial Intelligence, Andrej Karpathy, presents at CVPR’s 2021 workshop on autonomous driving, sharing new details about Tesla’s progress on autonomy, the decision to remove radar, Tesla’s supercomputer, and more
➤ Link to full presentation: https://youtu.be/eOL_rCK59ZI?t=28292
➤ Previous episode on Tesla’s supercomputer: https://youtu.be/M7git-yhtno
➤ Elon Musk provides update on Tesla’s AI Day
➤ What to expect from Tesla’s AI Day: https://youtu.be/ceYK-0sgO2k
➤ Reported leaked email from Elon Musk ahead of quarter end
➤ Tesla updates mobile app to include subscription upgrades
➤ Motor Trend reports more details on Model S Plaid
➤ Giga Berlin timeline from newly published documents
➤ Jerome Guillen sells TSLA stock after departure

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 Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Battery Factory Documents, NHTSA Investigations, Yoke, Brands, Audi (06.18.21)

➤ New battery factory documents published as Tesla seeks approvals for Giga Berlin
➤ Plaid Model S owner gives update after one week with yoke steering
➤ Reuters receives information from NHTSA regarding Tesla crash investigations
➤ Musk companies ranked among most “purposeful” brands
➤ Audi discusses internal combustion engine plans
➤ Maine enacts fossil fuel law

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 Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Motor Trend Reviews Plaid Model S, New Battery Details, Dan Ives, Berlin, Musk Tweet, Referral Program (06.17.21)

➤ Initial reviews for the Plaid Model S are in from Motor Trend and Jason Cammisa
➤ New details on the refreshed Model S battery
➤ Dan Ives appears on CNBC creating a bit of incorrect fallout
➤ Giga Berlin production timeline rumor
➤ Elon Musk cryptically tweets again, is it Tesla related?
➤ Tesla updates referral program

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 Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Advertising Resurfaces, Supercharging News, Macro, GM, Toyota, Waymo (06.16.21)

➤ Tesla doesn’t advertise, but will that change after new comments from Elon Musk, and should it?
➤ Updates from Federal Reserve meeting
➤ German Federal Minister pushes Tesla on Supercharging
➤ First update on Model S Plaid real-world charging
➤ GM increases EV investments
➤ Toyota discusses powertrain plans
➤ Waymo raises capital in new funding round

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

#Tesla #TSLA #Investing

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



TSLA Stock Dragging, Morgan Stanley, Mizuho, Tesla Solar, Giga Berlin (06.15.21)

➤ Tesla stock has been in a lull so far in 2021, how does the rest of the year shape up for TSLA?
➤ Morgan Stanley shares sentiment from institutional investors and perspective on Tesla stock catalysts
➤ Mizuho Securities issues updated note on Tesla stock
➤ Tesla adjust solar / energy offering
➤ Giga Berlin approval application status update

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 Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



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