50% Growth – Units or Revenue? (05.26.20)

➤ Elon Musk reiterated a 50% compound annual growth rate target for Tesla on TSLA’s Q1 earnings call, but what exactly was he referring to and what are the implications for Tesla’s business?

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Ackman Courts Musk, V2G Revisited, Musk Bloomberg Interview (05.22.20)

➤ Stock market is closed on Monday, May 25th
➤ Tesla Cybertruck to appear on Jay Leno’s Garage on Wednesday, May 27th
➤ SpaceX crew Dragon DM2 launch on Wednesday, May 27th
➤ ARK Invest CEO Cathie Wood discusses sales of TSLA stock
➤ Billionaire hedge funder manager Bill Ackman courts Elon Musk for the location of future operations
➤ Tesla emails production employees about returning to work
➤ Elon Musk interview with Bloomberg (https://www.bloomberg.com/news/features/2020-05-22/elon-musk-speaks-frankly-on-coronavirus-spacex-and-rage-tweets)
➤ Fallout Shelter included in Tesla firmware update

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Q2 & Full-Year Delivery & Production Estimates (05.21.20)

https://youtu.be/dylvz9QDgG0
➤ Tesla delivery and production forecasts for Q2 and full-year 2020
➤ With Giga Shanghai and Model Y ramping up, Tesla is poised to exceed their 2020 guidance and deliver more than 500,000 vehicles on the year
➤ Q2 production and deliveries will likely outpace TSLA expectations
➤ Full forecast walkthrough and methodology

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Vehicle-To-Grid, Tesla/Alameda Lawsuit Resolution, Mazda MX-30 (05.20.20)

➤ The Tesla community is abuzz with speculation about vehicle-to-grid technology based on recent reports and the upcoming Tesla battery day. Today’s episode explores that speculation and examines Tesla’s past comments on vehicle-to-grid functionality.
➤ Tesla’s lawsuit against Alameda County is resolved
➤ First long range single-motor made-in-China Model 3s are delivered
➤ Mazda starts production on an all-electric SUV, the Mazda MX-30

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



EU Considers Massive Electric Vehicle Support (05.19.20)

➤ Bloomberg reports that the European Union is considering funding massive support of electric vehicles as it seeks to assist in both recovery and transformation of the automotive industry
➤ Tesla could be a beneficiary of the policies reportedly being discussed
➤ EU automotive VAT breakdown: https://www.acea.be/statistics/article/interactive-map-electric-vehicle-incentives-per-country-in-europe-2018

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Fremont/China Production, Panasonic Earnings, Texas Rumors, COVID-19 Vaccine News (05.18.20)

➤ TSLA stock underperforms other automakers as macros rise on positive vaccination news
➤ Tesla appears to be fully cleared for production in Fremont
➤ Tesla VP comments on Shanghai production ramp
➤ Panasonic reports quarterly earnings and comments on relationship with Tesla, battery plans
➤ Rumors continue to circulate around a Tesla factory in Texas, including a possible location
➤ Morgan Stanley issues update note on TSLA stock
➤ France looks to increase support for low-emission vehicles
➤ Uber lays off more employees, considers reducing important investments
➤ SpaceX denied funding after Elon Musk’s battle with Alameda County
➤ Tesla to increase price of the Full Self-Driving Option on July 1st

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Texas Production Timeline, Battery Day Update (05.15.20)

➤ Electrek reports that Tesla has selected Austin, Texas as the next Tesla Gigafactory location
➤ Elon Musk tweets about date for Tesla’s battery day
➤ Tesla lowers price for the long range single-motor Model 3 in China

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Battery Rumors, Alameda Details, Long Range Model 3 (05.14.20)

➤ Alameda County Public Health Department releases question and answer communication addressing the production situation for Tesla in Fremont
➤ Reuters reports on Tesla battery rumors
➤ Tesla has reportedly begun production of the long range single-motor Model 3 in China
➤ Elon Musk tweets graph of superchargers usage by region over time

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Alameda County Responds, California AG Comments, HR Email (05.13.20)

➤ Alameda County Public Health Department responds to Tesla’s attempts to restart production in Fremont, California
➤ California’s attorney general comments on Tesla’s production situation and policy enforcement
➤ Tesla’s HR team sends out email to employees as some return to the factory
➤ SpaceX Model X prepares for Crew Dragon Demo-2 launch

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Trump Supports Reopening, Musk Email, Sheriff’s Office/District Comments (05.12.20)

➤ Elon Musk emails employees about first days back at the factory, says it went “great”
➤ Donald Trump tweets support of Tesla reopening Fremont factory
➤ District supervisor chief of staff and Sheriff’s office weigh in on Tesla
➤ Bay area county health officer comments on restarting manufacturing

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



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