Hibar Systems Acquisition, Polestar 2, UAW Strike Continues (10.07.19)

– Tesla reportedly recently acquired Hibar Systems, Ltd
– Polestar 2 specs announced
– UAW strike continues against GM
– Elon Musk tweets about plans for Tesla horns and active speakers

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

Ludicrous producer Bradford Ferguson
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

Firmware Update Reduced Select Model S/X Range, Now Under NHTSA Scrutiny (10.04.19)

– A firmware update in May which suddenly reduced range for some owners of Model S and X has led to complaints and a petition filed to NHTSA
– Learn more about the issue on the Tesla Motors Club thread (Link)

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

Ludicrous producer Bradford Ferguson
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

Analyst Reactions, New Line of Credit (10.03.19)

– Taking a look at analyst reactions to the Q3 delivery and production report
– Tesla opens a new line of credit in China

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

Ludicrous producer Bradford Ferguson
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

Q3-19 Delivery & Production Report, Model Y Prototype (10.02.19)

– Tesla reports third quarter delivery and production numbers
– Model Y prototype spotted in Silicon Valley
– Smart Summon news and notes
– Porsche Taycan production update

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

Ludicrous producer Bradford Ferguson
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

DeepScale Acquisition, Last Look at Q3 Deliveries (10.01.19)

– Tesla reportedly acquires DeepScale, an AI company
– Checking in on Netherlands, Norway, and Spain registrations
– InsideEVs releases September US delivery estimates

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

Ludicrous producer Bradford Ferguson
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

Examining the Latest Rumors on Deliveries and Inventory (09.30.19)

– Taking a deeper look at a report from Electrek today on Q3 deliveries and North American inventory levels

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

Ludicrous producer Bradford Ferguson
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

Smart Summon, EU Registrations, China Notes, CARB, Fremont Police (09.27.19)

– First reactions and more thoughts on Smart Summon
– Checking in on Netherlands, Norway, and Spain registrations
– Two analyst notes on China
– Two more states plan to join CARB standards
– Fremont Police Model S in the news

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

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

100,000 Delivery Target, V10 Wide Release, GF Shanghai News (09.26.19)

– A leaked email from email suggests possibility of 100,000 total deliveries in Q3
– V10 software release moves beyond early-access program to wider release
– Gigafactory 3 production rumored to start on October 14th

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

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Q3-19 Consensus Estimates Ahead of Delivery & Production Report (09.25.19)

– Taking a look at the current FactSet consensus estimates heading into Tesla’s delivery and production report next week

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

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

TSLA, Solar City Lawsuit, More Emissions Scandal Fallout, Impeachment Inquiry (09.24.19)

– TSLA stock finishes -7.5% on the day
– House of Representatives announce impeachment inquiry
– Looking into the the recently published un-redacted plaintiff’s case in a Solar City lawsuit (Link)
– Volkswagen management faces charges for market manipulations related to emissions scandal

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

Ludicrous producer Bradford Ferguson
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

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