Tesla Bull Case by Rob Maurer Presented at Benzinga Cleantech Conference (TSLA Stock) @rob_maurer

Rob Maurer ➤ Rob Maurer presents the bull case for TSLA stock in 2021 and provides counter-arguments to claims that Tesla is overvalued, in a bubble, and structurally unprofitable
➤ This presentation was given at Benzinga's Cleantech and Small Cap conference on April 22, 2021

Timestamps:
0:00 Introduction
0:54 The one theme behind Tesla
1:18 How has the TSLA bull case evolved?
1:48 Criticisms of TSLA
3:09 Understanding Tesla’s profitability
7:39 Impact of CEO compensation
9:21 Rising strength in Tesla’s business
12:58 Tesla’s growth
14:43 TSLA vs. AMZN growth
15:54 Future growth
16:38 Competition is coming
19:42 What is the most exciting catalyst for Tesla?
20:52 What about Apple?

Twitter: twitter.com/teslapodcast
Patreon: 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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives

updated 5 years ago

Tesla Bull Case by Rob Maurer Presented at Benzinga Cleantech Conference (TSLA Stock)

Rob Maurer 2021-04-22 | ➤ Rob Maurer presents the bull case for TSLA stock in 2021 and provides counter-arguments to claims that Tesla is overvalued, in a bubble, and structurally unprofitable
➤ This presentation was given at Benzinga's Cleantech and Small Cap conference on April 22, 2021

Timestamps:
0:00 Introduction
0:54 The one theme behind Tesla
1:18 How has the TSLA bull case evolved?
1:48 Criticisms of TSLA
3:09 Understanding Tesla’s profitability
7:39 Impact of CEO compensation
9:21 Rising strength in Tesla’s business
12:58 Tesla’s growth
14:43 TSLA vs. AMZN growth
15:54 Future growth
16:38 Competition is coming
19:42 What is the most exciting catalyst for Tesla?
20:52 What about Apple?

Twitter: twitter.com/teslapodcast
Patreon: 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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives

Live: SpaceX Q2 Earnings Call 2026 (SPCX)

Rob Maurer 2026-08-04 | Listen to Elon Musk and SpaceX management discuss SpaceX's Q2 2026 financial results and answer questions from investors and analysts. Join Rob Maurer for a live blog highlighting key information, followed by reaction to the call and earnings report.

For reaction to Tesla's shareholder letter and earnings report: youtube.com/live/f6ON8kT1F3o

0:00 Investor call begins
1:56 Elon Musk opening remarks
12:36 COO Gwynne Shotwell opening remarks
18:25 CFO Bret Johnsen opening remarks
27:46 Analyst questions
56:18 Shareholder questions
1:00:34 Rob Maurer review and analysis
1:32:18 Financial review

X: x.com/robmaurer
Tesla Referral: https://ts.la/robert47283

Disclosure: Rob Maurer has personal and fund-related economic exposure to SPCX, and is long SPCX stock. This video is not intended as investment advice or a recommendation.

Live: SpaceX Q2 Earnings Report Coverage & Analysis (Q2-26)

Rob Maurer 2026-08-04 | ➤ Join Rob Maurer for live coverage of the release of SpaceX’s Q2 2026 earnings report and shareholder letter
➤ Continue following along with the earnings call livestream: youtube.com/live/DtVxzc4u2hw

0:00 Discussion prior to earnings release
12:59 Earnings released

X: x.com/robmaurer
Tesla Referral: https://ts.la/robert47283

Disclosure: Rob Maurer has personal and fund-related economic exposure to SPCX, and is long SPCX stock. This video is not intended as investment advice or a recommendation.

Live: Tesla Q2 Earnings Call 2026 (TSLA)

Rob Maurer 2026-07-22 | Listen to Elon Musk and Tesla management discuss Tesla's Q2 2026 financial results and answer questions from investors and analysts. Join Rob Maurer for a live blog highlighting key information, followed by reaction to the call and earnings report.

For reaction to Tesla's shareholder letter and earnings report: youtube.com/live/7Pv0QXYBpPQ

X: x.com/robmaurer
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock. This video is not intended as investment advice or a recommendation.

Live: Tesla Q2 Earnings Report Coverage & Analysis (Q2-26)

Rob Maurer 2026-07-22 | ➤ Join Rob Maurer for live coverage of the release of Tesla's Q2 2026 earnings report and shareholder letter
➤ Continue following along with the earnings call livestream: youtube.com/live/l2WGVwtCoFQ

0:00 Pre-earnings discussion
13:51 Earnings published
38:40 Financial review

X: x.com/robmaurer
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock. This video is not intended as investment advice or a recommendation.

Live: Tesla Q4 Earnings Call 2025 (TSLA)

Rob Maurer 2026-01-29 | Listen to Elon Musk and Tesla management discuss Tesla's Q4 2025 financial results and answer questions from investors and analysts. Join Rob Maurer for a live blog highlighting key information, followed by reaction to the call and earnings report.

For reaction to Tesla's shareholder letter and earnings report: youtube.com/live/04wA5HdHneI

0:00 Introduction
0:53 CEO Elon Musk opening comments
13:13 CFO Vaibhav Taneja opening comments
20:14 Investor questions
44:44 Analyst questions
1:02:55 Rob's review and questions

X: x.com/teslapodcast
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives. This video is not intended as investment advice or a recommendation.

Live: Tesla Q4 Earnings Report Coverage & Analysis (Q4-25)

Rob Maurer 2026-01-28 | ➤ Join Rob Maurer for live coverage of the release of Tesla's Q4 2025 earnings report and shareholder letter
➤ Continue following along with the earnings call livestream: youtube.com/live/NIbmWsZLMHw

0:00 Pre-earnings discussion
22:25 Shareholder letter released
1:05:04 Financials recap

X: x.com/teslapodcast
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives. This video is not intended as investment advice or a recommendation.

Live: Tesla Q3 Earnings Call 2025 (TSLA)

Rob Maurer 2025-10-22 | Listen to Elon Musk and Tesla management discuss Tesla's Q3 2025 financial results and answer questions from investors and analysts. Join Rob Maurer for a live blog highlighting key information, followed by reaction to the call and earnings report.

For reaction to Tesla's shareholder letter and earnings report: youtube.com/live/t-sc1U_4f1o

0:00 Introduction (temporary low volume)
0:30 Introduction (corrected volume)
1:03 CEO Elon Musk opening comments
9:12 CFO Vaibhav Taneja opening comments
15:30 Investor questions
34:40 Analyst questions
1:06:15 Rob's review and questions

X: x.com/teslapodcast
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives. This video is not intended as investment advice or a recommendation.

Live: Tesla Q3 Earnings Report Coverage & Analysis (Q3-25)

Rob Maurer 2025-10-22 | ➤ Join Rob Maurer for live coverage of the release of Tesla's Q3 2025 earnings report and shareholder letter
➤ Continue following along with the earnings call livestream: youtube.com/live/9VxCGjFZoMI

0:00 Pre-earnings discussion
13:04 Earnings discussion
40:00 Financials
1:01:01 Questions

X: x.com/teslapodcast
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives. This video is not intended as investment advice or a recommendation.

Live: Tesla Q2 Earnings Call 2025 (TSLA)

Rob Maurer 2025-07-23 | Listen to Elon Musk and Tesla management discuss Tesla's Q2 2025 financial results and answer questions from investors and analysts. Join Rob Maurer for a live blog highlighting key information, followed by reaction to the call and earnings report.

0:00 Introduction
0:46 CEO Elon Musk opening comments
16:15 CFO Vaibhav Taneja opening comments
24:00 Investor questions
36:15 Analyst questions
59:23 Rob's review and questions

For reaction to Tesla's shareholder letter and earnings report: youtube.com/live/e17v-w8DqL4

X: x.com/teslapodcast
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives. This video is not intended as investment advice or a recommendation.

Live: Tesla Q2 Earnings Report Coverage & Analysis (Q2-25)

Rob Maurer 2025-07-23 | ➤ Join Rob Maurer for live coverage of the release of Tesla's Q2 2025 earnings report and shareholder letter
➤ Continue following along with the earnings call livestream: youtube.com/live/y3ovm0THFYE

0:00 Pre-earnings discussion
19:24 Earnings released
51:28 Financials
1:12:29 Final thoughts

X: x.com/teslapodcast
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives. This video is not intended as investment advice or a recommendation.

Tesla Robotaxi Post-Ride Q&A

Rob Maurer 2025-06-23 | Live discussion after the first Tesla Robotaxi rides in Austin!

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

First Tesla Robotaxi Ride [Full Drive]

Rob Maurer 2025-06-22 | First ride in a fully autonomous Tesla Robotaxi in Austin on June 22, 2025.

0:00 Pickup
0:17 Leaving pickup area
0:52 Right turn to main road
2:08 Second right turn
3:58 Merging traffic
6:08 Cadillac gives thumbs up
7:00 Navigation issue / hesitation
7:24 Left turn
8:20 Right turn
9:33 Left turn positioning
10:22 Left turn
12:43 Flashing red stop
13:57 Display message (external storage)
15:05 Human driver swerves towards Robotaxi
15:34 Cybertruck sighting
15:57 Upcoming left turn
17:40 Left turn
17:57 Right turn
18:10 Passenger alert
18:35 Stop sign and left turn
18:49 Decides it turned too early, re-routes
19:01 Circling back, left turn
19:34 Left turn
19:55 Left turn, yields
20:40 Stop sign, blinker but no turn
20:52 Left turn into destination
21:05 Arrival and drop off

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Live: Tesla Q1 Earnings Call 2025 (TSLA)

Rob Maurer 2025-04-22 | Listen to Elon Musk and Tesla management discuss Tesla's Q1 2025 financial results and answer questions from investors and analysts. Join Rob Maurer for a live blog highlighting key information, followed by reaction to the call and earnings report.

For reaction to Tesla's shareholder letter and earnings report: youtube.com/live/-FRh-cnaZ7w

0:00 Call begins
0:48 CEO Elon Musk opening comments
18:26 CFO Vaibhav Taneja opening comments
27:53 Investor questions
1:03:47 Analyst questions
1:26:14 Rob's review and questions

X: x.com/teslapodcast
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives. This video is not intended as investment advice or a recommendation.

Live: Tesla Q1 Earnings Report Coverage & Analysis (Q1-25)

Rob Maurer 2025-04-22 | ➤ Join Rob Maurer for live coverage of the release of Tesla's Q1 2025 earnings report and shareholder letter
➤ Continue following along with the earnings call livestream: youtube.com/live/2WqSHPhYjPI

0:00 Pre-earnings discussion
20:26 Shareholder letter released
52:48 Financials recap

X: x.com/teslapodcast
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives. This video is not intended as investment advice or a recommendation.

Live: Tesla Q4 Earnings Call 2024 (TSLA)

Rob Maurer 2025-01-30 | Listen to Elon Musk and Tesla management discuss Tesla's Q4 2024 financial results and answer questions from investors and analysts. Join Rob Maurer for a live blog highlighting key information, followed by reaction to the call and earnings report.

For reaction to Tesla's shareholder letter and earnings report: youtube.com/live/gEqogL1Hss8

0:00 Call begins
0:50 CEO Elon Musk opening comments
19:33 CFO Vaibhav Taneja opening comments
25:58 Investor questions
45:04 Analyst questions
1:06:40 Rob's review and questions

X: x.com/teslapodcast
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives. This video is not intended as investment advice or a recommendation.

Live: Tesla Q4 Earnings Report Coverage & Analysis (Q4-24)

Rob Maurer 2025-01-29 | ➤ Join Rob Maurer for live coverage of the release of Tesla's Q4 2024 earnings report and shareholder letter
➤ Continue following along with the earnings call livestream: youtube.com/live/WMLNV_GUbdA

0:00 Pre-earnings discussion
14:00 Earnings report released
51:05 Financial review
1:10:39 Other thoughts and questions

X: x.com/teslapodcast
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives. This video is not intended as investment advice or a recommendation.

Live: Tesla Q3 Earnings Call 2024 (TSLA)

Rob Maurer 2024-10-23 | Listen to Elon Musk and Tesla management discuss Tesla's Q3 2024 financial results and answer questions from investors and analysts. Join Rob Maurer for a live blog highlighting key information, followed by reaction to the call and earnings report.

For reaction to Tesla's shareholder letter and earnings report: youtube.com/live/Xg1ut4hwH0g

0:00 Call begins
0:49 CEO Elon Musk opening comments
21:53 CFO Vaibhav Taneja opening comments
28:56 Investor questions
54:35 Analyst questions
1:05:28 Rob's review and questions

X: x.com/teslapodcast
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives. This video is not intended as investment advice or a recommendation.

Tesla Q3 Earnings Report Coverage & Analysis (Q3-24)

Rob Maurer 2024-10-23 | ➤ Join Rob Maurer for live coverage of the release of Tesla's Q3 2024 earnings report and shareholder letter
➤ Continue following along with the earnings call livestream: youtube.com/live/iCYSM1q7m1c

0:00 Pre-earnings / Robotaxi discussion
17:37 Earnings & shareholder letter
45:48 Financial review
1:03:11 Other thoughts and questions

X: x.com/teslapodcast
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives. This video is not intended as investment advice or a recommendation.

Live: Tesla Q2 Earnings Call 2024 (TSLA)

Rob Maurer 2024-07-23 | Listen to Elon Musk and Tesla management discuss Tesla's Q2 2024 financial results and answer questions from investors and analysts. Join Rob Maurer for a live blog highlighting key information, followed by reaction to the call and earnings report.

For reaction to Tesla's shareholder letter and earnings report: youtube.com/live/wtRmdWL3q7g

0:00 Call begins
0:40 CEO Elon Musk opening comments
8:40 CFO Vaibhav Taneja opening comments
13:46 Investor questions
22:20 Analyst questions
59:29 Rob's review and questions

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives. This video is not intended as investment advice or a recommendation.

Live: Tesla Q2 Earnings Report Coverage & Analysis (Q2-24)

Rob Maurer 2024-07-23 | ➤ Join Rob Maurer for live coverage of the release of Tesla's Q2 2024 earnings report and shareholder letter
➤ Continue following along with the earnings call livestream: youtube.com/live/0g0SIZ5Tpm0

0:00 Pre-earnings coverage
13:25 Earnings report released
40:06 Financials discussion
58:32 Final thoughts and questions

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives. This video is not intended as investment advice or a recommendation.

Live: Tesla Q1 Earnings Call 2024 (TSLA)

Rob Maurer 2024-04-23 | Listen to Elon Musk and Tesla management discuss Tesla's Q1 2024 financial results and answer questions from investors and analysts. Join Rob Maurer for a live blog highlighting key information, followed by reaction to the call and earnings report.

For reaction to Tesla's shareholder letter and earnings report: youtube.com/live/qGmsMVObFj4

0:00 CEO Elon Musk opening remarks
6:43 CFO Vaibhav Taneja opening remarks
10:56 Investor questions
28:52 Analyst questions
1:06:10 Recap and analysis

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives. This video is not intended as investment advice or a recommendation.

Tesla Q1 Earnings Report Coverage & Analysis (Q1-24)

Rob Maurer 2024-04-23 | ➤ Join Rob Maurer for live coverage of the release of Tesla's Q1 2024 earnings report and shareholder letter
➤ Continue following along with the earnings call livestream: youtube.com/live/SRrLDVKX1HA

0:00 Pre-earnings discussion
22:08 Earnings letter released
51:56 Financials

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

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives. This video is not intended as investment advice or a recommendation.

Live: Tesla Q4 Earnings Call 2023 (TSLA)

Rob Maurer 2024-01-25 | Listen to Elon Musk and Tesla management discuss Tesla's Q4 2023 financial results and answer questions from investors and analysts. Join Rob Maurer for a live blog highlighting key information, followed by reaction to the call and earnings report.

For reaction to Tesla's shareholder letter and earnings report: youtube.com/live/wOD37uz5R_U

0:00 Elon Musk opening comments
7:42 CFO Vaibhav Taneja opening comments
11:54 Investor questions
34:53 Analyst questions
59:37 Reaction and takeaways

Shareloft: shareloft.com
X: twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypod...
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives. This video is not intended as investment advice or a recommendation.

Tesla Q4 Earnings Report Coverage & Analysis (Q4-23)

Rob Maurer 2024-01-24 | ➤ Join Rob Maurer for live coverage of the release of Tesla's Q4 2023 earnings report and shareholder letter
➤ Continue following along with the earnings call livestream: youtube.com/live/GsLre3G8BE4

0:00 Pre-earnings discussion
1:07 Next-gen vehicle
3:40 Musk compensation plan
5:45 Earnings preview
10:59 EARNINGS RELEASED
30:11 Financials review
46:59 Other discussion

Shareloft: shareloft.com
X: twitter.com/teslapodcast
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives. This video is not intended as investment advice or a recommendation.

The End

Rob Maurer 2024-01-17 | Rob Maurer shares a number of personal announcements.

FPG: https://firstprinciples.group

Thank you: youtu.be/zs3i4w3tsRg

Patreon: patreon.com/tesladailypodcast
PayPal: paypal.me/tesladaily
Venmo: @RobMaurer
Bitcoin address: 3N3f9WxrpHbX3N3j5Me8i7UyC4ErbViPQi
Ethereum address: 0x5E9CC4C16c68178Dd926A67d9948170f31785918

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Cybertruck Non-Employee Impressions, Tesla Cuts China Prices, Point-of-Sale Credit

Rob Maurer 2024-01-13 | ➤ Initial impressions from first non-employee Cybertruck owner
➤ PPI comes in lower than expected
➤ Point-of-sale EV credit implementation
➤ Model Y 7-seat price increase
➤ Price cuts in China
➤ Piper Sandler note on TSLA
➤ New voice-assist features added in China
➤ Covered vehicles spotted by drone
➤ New FSD Beta version ships to employees
➤ Rivian publishes impact report
➤ SpaceX posts company update
➤ Calendar

0:00 TSLA
0:26 PPI
1:42 Cybertruck first impressions
5:12 Point-of-sale credit
6:39 China price cuts
8:39 Piper Sandler note
9:15 Voice assist update
10:29 Covered vehicles at Texas
11:27 FSD Beta v12.1.1
11:55 Rivian impact report
12:31 SpaceX company update
13:25 Calendar

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Hertz Cuts Back Tesla Fleet, Giga Berlin Production Pause, Cybertruck Deliveries

Rob Maurer 2024-01-12 | ➤ Hertz announces plans to sell significant portion of EV fleet
➤ CPI report slightly higher than expected
➤ Tesla reportedly plans temporary Giga Berlin pause
➤ Non-employee Cybertruck orders receive VINs, delivery may be scheduled
➤ Tesla reportedly informs workers of pay increases
➤ Tesla announces Megapack commissioning in Hawaii
➤ Model 3 Highland begins to appear in stores
➤ Minor Dojo update
➤ Toyota exec comments on solid-state batteries
➤ Lucid announces production and deliveries

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives

Tesla Launches New Model 3 in US, Delivery Timelines Extend

Rob Maurer 2024-01-11 | ➤ The Model 3 Highland has arrived in North America
➤ Delivery wait times extend after initial estimates
➤ Report on possible India factory
➤ More inventory data
➤ Update on Cummins settlement
➤ SpaceX completes direct to cell test

0:00 TSLA
0:28 New Model 3 in US
8:51 India report
9:30 Automotive inventory
10:34 Emissions settlement
11:23 SpaceX direct-to-cell
12:07 Calendar / rates

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

New Video Stifles WSJ Musk Report, Advertising Cybertruck, Honda Series 0

Rob Maurer 2024-01-10 | ➤ New video posted by SpaceX offers evidence relating to a Wall St. Journal report on Elon Musk: https://x.com/SpaceX/status/1744581130727391488
➤ New China sales data
➤ Giga Mexico report
➤ Model 3 Highland briefly appears on Tesla US site
➤ Advertising discussion
➤ Honda announces Series 0 EVs

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives

Auto Sales May Be Hiding Bigger Picture + Tesla FSD Beta v12, Cybertruck Promo

Rob Maurer 2024-01-09 | ➤ New US auto data gives insight on market conditions
➤ Model Y moves into top 5 US vehicle sales position
➤ European sales breakdown
➤ FSD Beta v12.1 impressions
➤ WSJ report on Elon Musk
➤ Tesla posts new Cybertruck promo video
➤ Model Y RWD speaker count reduced
➤ Firmware hints at new updates
➤ Highland release rumor
➤ Tesla forms Spain holding company
➤ VW to implement ChatGPT
➤ SpaceX company update

0:00 TSLA
0:31 US auto market
6:58 Model Y sales rank
7:58 Sales by country
9:00 FSD 12.1 impressions
12:35 Elon Musk WSJ report
15:13 Cybertruck promo video
17:09 Cybertruck wrap
17:28 Model Y RWD speaker count
19:02 Firmware hints
19:57 Highland rumor
20:31 Spain holding company
20:59 VW / ChatGPT
21:48 SpaceX company update

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Tesla Lowers Range Estimates, Samsung Integration, Argus Says TSLA Among Top Picks

Rob Maurer 2024-01-06 | ➤ Tesla reduces EPA range estimates due to new interpretations guidance
➤ Argus selects TSLA stock amongst top picks for 2024
➤ Tesla changes Model Y paint options in North America
➤ Samsung announces Tesla API integration
➤ IF Metall suggests strike resolution
➤ Pharrell Williams spotted in Cybertruck
➤ Autopilot update rolls out in China
➤ Musk teases new products
➤ Calendar

0:00 TSLA
0:38 Argus top picks
2:18 Lowered range estimates
8:06 Model Y paint
8:55 Samsung integration
10:09 Sweden union update
11:45 China Autopilot update
12:25 Cybertruck celebrity
13:05 Musk teaser
13:46 Calendar

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

4680 Battery Rumors, Cybertruck Range Test, Sales Updates

Rob Maurer 2024-01-05 | ➤ 4680 battery progress rumors
➤ Real-world Cybertruck range test
➤ Senators send letter to automakers
➤ More Highland sightings at Fremont
➤ China port activity
➤ Germany, Denmark sales
➤ Musk comments on X Space
➤ Rivian Q4 sales
➤ Ford Q4 sales
➤ Mobileye announces inventory buildup

0:00 TSLA
0:22 Cybertruck range
3:01 4680 battery rumors
4:55 Senator letter
5:24 Highland updates
6:22 Port activity
6:44 Germany market share
8:31 Denmark
8:57 Musk comments
9:32 Rivian
9:55 Ford
10:44 Mobileye

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives

New Cybertruck Details, Highland Updates, China Records, EV Credits

Rob Maurer 2024-01-04 | ➤ New Cybertruck details from early owners
➤ Jefferies increases TSLA price target
➤ Data confirms Q4 records in China
➤ BYD electric vehicle deliveries pass Tesla in Q4
➤ Correcting a Bloomberg report
➤ Some Tesla vehicles stuck on ship
➤ Highland Model 3s spotted at Fremont
➤ EV tax credit updates for 2024
➤ Ford bumps F-150 Lightning price up
➤ Cybertruck crash report
➤ FSD Beta v12.1 impressions
➤ Optimus engineer comments on progress
➤ Musk comments on Tesla valuation, plans to hold company talk

0:00 TSLA
0:56 Interest rates
1:35 Price target increase
1:53 2024 guidance
2:34 China records
4:01 BYD vs. Tesla
4:55 Ship reroute
5:38 Fremont Model 3 updates
7:36 EV tax credit updates
10:22 Ford F-150 Lightning price
11:09 Cybertruck charging
13:58 V4 improvements
14:32 Cybertruck domestic content
15:46 Cybertruck crash
16:46 FSD Beta v12.1
18:50 Tesla Bot progress
19:50 Musk on TSLA
20:24 Tesla company talk

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Tesla Just Announced Record Deliveries in Q4 2023

Rob Maurer 2024-01-02 | ➤ Tesla has released record Q4-23 delivery and production numbers

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

FSD v12 Progress, Q4 Records, Upgrades, Public Relations

Rob Maurer 2023-12-29 | ➤ FSD Beta v12 expands to large number of Tesla employees
➤ Tesla poised for record quarter in China
➤ Q4 delivery and production report soon
➤ Report on plans for Model Y upgrade in China
➤ Comments regarding Tesla’s plans in India
➤ Report on Tesla’s FSD hardware
➤ Uber may leverage Tesla for Japanese fleet
➤ More Cybertruck orders, crashed Cybertruck
➤ Heatmap poll
➤ Tesla does more PR
➤ Xiaomi unveils first EV
➤ Calendar

0:00 TSLA
0:39 FSD v12
2:23 China sales
3:34 Q4 delivery / production
8:43 Model Y update rumor
10:09 India factory
11:36 Hardware 5
13:14 Uber & Japan
14:10 Cybertruck orders
14:53 Favorability poll
16:25 Public relations
18:52 Robotaxi design
19:47 Union efforts update
21:02 Xiaomi EV
21:54 Calendar

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Tesla Energy’s Next Phase, Cybertruck Wrap, Union Efforts

Rob Maurer 2023-12-23 | ➤ Tesla’s Megafactory project in Shanghai moves forward
➤ PCE report increases rate cut expectations
➤ More Cybertrucks at Giga Texas
➤ First aftermarket wrap for Cybertruck
➤ Tesla adds software feature in China
➤ Another over-the-air recall
➤ Updates on Swedish union efforts
➤ Cummins to pay $1.7B in emissions penalty agreement

0:00 TSLA
0:28 PCE / rates
2:14 Tesla Energy's next phase
5:10 Cybertruck production
6:04 Cybertruck wrap
6:38 Front camera washing
7:00 New software feature
7:46 Over-the-air recall
8:20 Union updates
10:28 Emissions penalty
11:16 Calendar

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Musk Discusses Tesla & More With Cathie Wood, Cybertruck Battery Report

Rob Maurer 2023-12-22 | ➤ Elon Musk joined Cathie Wood of ARK Invest on X Spaces
➤ Wedbush raises TSLA price target
➤ Cybertruck correction
➤ More Cybertruck order invitations
➤ Reuters reports on 4680 batteries for Cybertruck
➤ Model Y actually sets new record in Denmark
➤ Toyota subsidiary rigs safety tests, pauses production
➤ Some Ford dealerships decline EV updates

0:00 TSLA
0:32 Analyst update
1:38 Cybertruck correction
2:30 Musk / Cathie Wood
6:58 Cybertruck orders
7:56 4680 production report
12:11 Cybertruck light show
12:37 Model Y record
13:19 Tesla Energy update
14:15 Toyota subsidiary safety
15:27 Ford dealers

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Expanded Cybertruck Deliveries, Reuters Investigation, Wiper Update

Rob Maurer 2023-12-21 | Correction: It does appear that both the deliveries discussed here were actually to employees. Apologies for this error!

➤ Cybertruck deliveries expand beyond event/employee deliveries
➤ More Cybertrucks at Giga Texas
➤ Italian designer praises Cybertruck design
➤ Tesla auto-wipers receive update
➤ Tesla offers more financing options
➤ “Reuters Investigation” into Tesla service
➤ Tesla reportedly adjusts bonus compensation
➤ Tesla tops net inflows chart
➤ Waymo shares safety update
➤ Cathie Wood to host discussion with Elon Musk
➤ SpaceX completes static fire test

0:00 TSLA
0:41 Cybertruck deliveries
3:14 Cybertruck design
4:36 Auto-wipers
5:55 Financing partner
6:43 Reuters investigation
11:14 Tesla compensation
13:06 Net inflows
14:06 Toyota recall
15:10 Waymo update
17:15 Musk X space
17:28 Starship

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Tesla Charging Set to Dominate, Strong China Sales, Factory Updates

Rob Maurer 2023-12-20 | ➤ Major updates on NACS and Tesla charging efforts
➤ Tesla opens more Cybertruck order invitations
➤ China sales surge
➤ Interesting new job postings
➤ Giga Mexico updates
➤ Tesla to increase pay at Giga Nevada
➤ New study on accident rates
➤ Audi tempers EV plans

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives

Hidden Cybertruck Features, More Orders, Vision Park Assist, Incentive Updates

Rob Maurer 2023-12-19 | ➤ New Cybertruck details from Jay Leno’s Garage and Munro Live
➤ Tesla expands Cybertruck order invites, then pauses
➤ Vision park assist begins rolling out
➤ Tesla hides Disney+ from Theater in some cars
➤ LA sanitation department takes delivery of Tesla fleet
➤ Germany suddenly cuts EV credit
➤ Canada to announce EV credit structure
➤ NHTSA chair steps down
➤ European Commission opens assessment of X

Leno: youtu.be/BGDOKD7ZZqI
Munro: youtu.be/GFgGnhRZarY

0:00 TSLA
1:11 Cybertruck orders
2:51 Hidden Cybertruck features
8:52 Side mirror removal
9:42 Cybertruck production details
13:13 Vision park assist
15:26 Disney+
16:57 Fleet orders
18:11 Germany ends EV credit
19:24 Canada EV credit plans
21:00 NHTSA chair steps down
22:03 EU to evaluate X

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Giga Mexico Funding, More Cybertrucks, Software Update

Rob Maurer 2023-12-16 | ➤ New infrastructure funding announced for Giga Mexico
➤ Analyst notes
➤ Largest number of Cybertrucks spotted at Giga Texas
➤ New software updates begin rolling out
➤ SAE to finalize NACS standard
➤ Calendar

0:00 TSLA
0:23 Analyst updates
2:20 Giga Mexico
5:23 Cybertruck
7:46 Software updates
10:07 NACS
10:57 Bitcoin accounting
13:17 Calendar

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Cybertruck Parts Catalog Reveals New Details, India Update, Autopilot Changes

Rob Maurer 2023-12-15 | ➤ New details on Cybertruck from Tesla’s parts catalog: epc.tesla.com/en-US/catalogs/2816
➤ Rivian and AT&T announce purchase agreement
➤ Updated note from Adam Jonas
➤ Bloomberg reports on India’s consideration of EVs
➤ Tesla Bot team photo
➤ Autopilot updates clarified in release notes
➤ Cruise layoffs

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives

Wild Tesla Bot Update, Tax Credit Changes, Autopilot Resolution, Musk’s University

Rob Maurer 2023-12-14 | ➤ FOMC meeting and interest rate expectations
➤ November PPI report
➤ Tesla releases bot updated video
➤ Model 3 tax credit expectations updated
➤ Uber / Tesla announce incentive program
➤ Best Western hotels plan to install Tesla chargers
➤ Giga Mexico approved by federal environment ministry
➤ More Cybertrucks at Giga Texas
➤ Carwow reviews Cybertruck
➤ Tesla resolves NHTSA investigation with OTA update
➤ Plans for Elon Musk school released

0:00 TSLA
0:51 FOMC / interest rates
4:39 Tesla bot updates
8:56 Tax credit changes
12:54 Uber incentives
14:33 Hotel adds Tesla chargers
15:58 Giga Mexico approval
16:46 Cybertrucks at Giga Texas
17:24 Carwow Cybertruck review
19:44 Autopilot / NHTSA resolution
24:16 Musk's university

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Tesla Fights Back Against Media, China Sales Updates, Cybertruck

Rob Maurer 2023-12-13 | ➤ Tesla pushes back on Autopilot report from the Washington Post
➤ November CPI
➤ China sales updates
➤ Whistleblower adds to prior claims
➤ Early Cybertruck owner shares thoughts
➤ Tesla expands to new country
➤ Tesla shares Megapack uptime
➤ Panasonic announces Sila partnership

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives

Tesla Expands Cybertruck Orders, Engineering Deep Dive, Ford to Cut F 150 Lightning Production

Rob Maurer 2023-12-12 | ➤ Tesla extends order invitation to more Cybertruck reservation holders
➤ Munro discusses Cybertruck with Tesla team: youtu.be/J5zDNaY1fvI
➤ Carwow tests Cybertruck vs. Ford F-150 Raptor R
➤ New equipment at Giga Texas
➤ FSD and AP team updates
➤ IG Metall comments on Sweden unionization efforts
➤ Musk on X
➤ Ford to cut F-150 Lightning production
➤ Calendar

0:00 TSLA
0:22 Cybertruck orders
2:04 Cybertruck engineering
6:43 Cybertruck vs. F-150 Raptor R
7:34 Giga Texas equipment
8:06 FSD updates
8:55 Union efforts
9:40 Musk on X
10:38 Ford Lighting production
12:23 Calendar

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

Executive producer Jeremy Cooke
Executive producer Troy Cher asaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives

Tesla Teases New Features, China Records, Thailand Interest

Rob Maurer 2023-12-09 | ➤ Tesla teases a number of new features coming soon
➤ Bernstein calls TSLA short their best idea for 2024
➤ Tesla China sales and production
➤ Model Y standard range sells out
➤ Tesla executives meet in Thailand
➤ Model Y becomes second best-selling car in US
➤ Tesla adds pre-qualifying finance option
➤ Cybertruck discussion from reviewers: youtu.be/8_aE58AMIw0
➤ Calendar

0:00 TSLA
0:25 Bernstein recommends TSLA short
3:02 New features
7:25 China numbers
10:45 Model Y China
11:26 Thailand
12:26 Model Y US
13:11 Pre-qualification
13:38 Cybertruck reviewers
14:33 Calendar

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Munro Cybertruck Review, Dojo Lead Departs, Piper Sandler Reiterates TSLA Confidence

Rob Maurer 2023-12-08 | ➤ Munro gives initial impressions of Cybertruck drive youtu.be/aWQpEBtZEno
➤ More details on Cybertruck referral prize
➤ Tesla’s senior director of Autopilot hardware
➤ Piper Sandler reiterates confidence in TSLA
➤ Finnish union intends to join strike
➤ Update on Sweden legal case
➤ Musk seeks Supreme Court decision on SEC settlement
➤ Tesla opens Connecticut delivery center
➤ House of Representatives passes bill pushing back on EPA

0:00 TSLA
0:38 Form 4s
1:33 Munro's Cybertruck drive
5:07 Cybertruck sweepstakes
5:57 Dojo leadership
7:16 Piper Sandler on TSLA
9:55 Union updates
11:59 China expansion
12:33 Musk seeks Supreme Court ruling
13:21 Connecticut
14:03 House passes CARS Act

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

New Cybertruck Details, China Expansion Report, Union Pressure

Rob Maurer 2023-12-07 | ➤ Tesla invites select reservation holders to complete Cybertruck orders
➤ More Cybertruck features shared
➤ Report out of China on Giga Shanghai expansion plans
➤ Unions threaten action outside of Sweden
➤ Tesla begins rolling holiday update to employees
➤ Ford expects tax credit loss on Mach E
➤ Stellantis comments on EV profitability
➤ Cruise ordered to explain actions

0:00 TSLA
0:25 New Cybertruck details
8:35 48-volt architecture
9:04 China expansion
11:02 Union pressure
14:04 Holiday software update
15:48 Mustang Mach-E credit
16:55 Stellantis on EV profits
18:25 Cruise judge order

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Musk Comments on Next Gen Tesla, Cybertruck + China Sales Spring Ahead

Rob Maurer 2023-12-06 | ➤ Munro interviews Musk: youtu.be/ky1Z2klPalw
➤ New comments on next-gen vehicles, Cybertruck
➤ EPA publishes Cybertruck certification report
➤ China sales continue to rise
➤ Tesla adjusts tax credit language for Model 3

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

Executive producer Jeremy Cooke
Executive producer Troy Cher asaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives

First Cybertruck Reviews — “It’s Unbelievable!”

Rob Maurer 2023-12-05 | ➤ First Cybertruck reviews are in after the delivery event
➤ Cybertruck compared to other EVs
➤ Tesla offer additional discount to reservation holders
➤ Massive new Tesla Energy project
➤ Supercharger v4 expansion
➤ New firmware features
➤ Tesla China sales
➤ New Cybertruck merchandise
➤ Ford reports November sales
➤ Calendar

Hagerty review: youtu.be/L6WDq0V5oBg
Hagerty podcast: youtu.be/NjIPEtegPt4
Top Gear review: youtu.be/uefydJUbRhc
MKBHD review: youtu.be/XxOh12Uhg08
MKBHD podcast: youtu.be/CF7msB1CgyM

Comparison chart: docs.google.com/spreadsheets/u/1/d/e/2PACX-1vTGY_3Jq7pen0yV8Cq4fUko-48FGZ6ufPNkfDqw5zgxFrkxP-Wl-NY4i_GnAQAX8q96JxQBRNFvROVM/pubhtml

0:00 TSLA
1:07 First Cybertruck reviews
12:08 Cybertruck comparisons
13:20 Delivery strategy
14:00 Sales incentive
14:43 Tesla Energy
16:08 v4 Superchargers
16:30 Firmware features
17:11 China sales
17:55 Cyber merch
18:04 Ford EV sales
19:52 Calendar

X: twitter.com/teslapodcast
Shareloft: shareloft.com
Patreon: patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

#Tesla #TSLA #Investing

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

Disclosure: Rob Maurer is long TSLA stock & derivatives