– Looking at quarter-to-date vehicle registrations in China and Europe
– Gigafactory 4 land agreement
– Tencent partners with Tesla on upcoming software update
– Interesting things tucked away in Model 3 code
– Mercedes may be cutting back on AMG lineup

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Matt Joyce joins the podcast to discuss the latest on Tesla: autonomy, competition, international markets, powertrain advantages, vehicle lineup, and more.

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Tesla stock hits new all-time highs
– Tesla releases “Acceleration Boost” option
– Leaked email about end-of-quarter delivery volunteer needs
– Elon clarifies some Cybertruck features on Twitter

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Tesla emails some European owners on about Autopilot functionality

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Update on “phase one” tariff agreement between the US and China
– Credit Suisse and Wedbush Securities comment on Tesla stock
– Updates on the possibility of a federal EV tax credit extension in the United States

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Tesla increases base price on some Model 3 variants in the US
– Deutsche Bank meets with Tesla and shares interesting details in investor note

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Alex Potter, analyst at Piper Jaffray, and Rob Maurer discuss Tesla’s valuation, China potential, competition, risks, and investor theses.

Youtube link, including detailed disclosures: https://youtu.be/z9k3ppSk0oA

1:06 – Introduction
3:33 – How long has Alex been bullish?
5:12 – Product diligence
6:07 – Why has Alex become more bullish?
10:05 – How high can market share go?
10:58 – Bear/bull theses
14:15 – Tesla in China
42:52 – Competition
52:38 – EV profitability
53:45 – EV credits/regulations
1:02:01 – Tesla’s updside
1:03:30 – Demand
1:07:10 – Price target
1:09:55 – Tesla Energy
1:11:44 – Autonomy
1:17:05 – Talent

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Discussing the Porsche Taycan’s recently released EPA range rating

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– USMCA gains support from Democrats
– TSLA price target raised by Exane BNP Paribas
– Updated TSLA short interest for the 11/29 settlement date
– New Tesla Energy project in Alaska
– Latest Gigafactory Shanghai news

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Deep-dive on China New Energy Vehicle policies, starts at 12:41
– Tesla crash in Connecticut
– Premium connectivity
– Gigafactory Shanghai rumors and progress
– EU commission, ATV, Cybertruck, UBS, Volkswagen plea

Links: Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives