Tesla Daily, hosted by Rob Maurer, is a dedicated weekday broadcast offering comprehensive coverage of Tesla, Inc. This channel delves into all facets of the company, including Tesla Motors, Tesla Energy, Tesla Solar, and the anticipated Tesla Network. Each episode is crafted for conciseness and consistency, ensuring that investors and customers remain thoroughly informed about the latest developments and strategic directions of Tesla.
Beyond the core business, Tesla Daily provides insightful analysis and expert opinions on the company's trajectory, the performance of TSLA stock, and the evolving landscape of industries in which Tesla operates. The channel also extends its coverage to significant news from Elon Musk's other ventures, such as SpaceX, Neuralink, and The Boring Company, presenting a holistic view of Musk's innovative endeavors.
Beyond the core business, Tesla Daily provides insightful analysis and expert opinions on the company's trajectory, the performance of TSLA stock, and the evolving landscape of industries in which Tesla operates. The channel also extends its coverage to significant news from Elon Musk's other ventures, such as SpaceX, Neuralink, and The Boring Company, presenting a holistic view of Musk's innovative endeavors.
Jim Cramer and Rob Maurer Discuss TSLA Stock, Elon Musk, Tesla's Battery Day, and Tesla's Advantages
Jim Cramer and Rob Maurer engage in a comprehensive discussion about Tesla's stock (TSLA), its market position, and future potential. Cramer details his 'religious conversion' to Tesla, moving from skepticism to strong bullishness after experiencing the product through his daughter and wife, and ...
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Elon Musk Tried to Sell Tesla to Apple? Apple Car Rumors, TSLA Update
This episode delves into the persistent rumors surrounding Apple's potential entry into the electric vehicle market, juxtaposed with Elon Musk�... more39;s revelation of having previously approached Apple for an acquisition. The reviewer expresses significant skepticism regarding Apple's ability to compete with Tesla, citing Tesla's established manufacturing prowess, vertical integration, and two-decade focus on EVs. The report highlights that Apple's rumored 'breakthrough' battery technology, including LFP chemistry and a mono-cell design, are already in use by Tesla. Elon Musk himself commented on the technical impossibility of some rumored battery aspects. The analysis concludes that Apple has likely missed its window of opportunity, and a branded Apple car is improbable within this decade. The discussion also touches upon Tesla's S&P 500 inclusion, stock performance, and Elon Musk's comments on Bitcoin, alongside a brief update on Tesla's 500,000 vehicle delivery goal and the upcoming subscription model for Full Self-Driving. less
Live Replay: TSLA S&P 500 Inclusion Hangout (Tesla Daily)
This 'hangout' style video by Rob Maurer of Tesla Daily focuses on the day of Tesla's (TSLA) inclusion into the S&P 500 index. Maur... moreer provides an in-depth, albeit informal, look at the trading dynamics surrounding this significant event. He discusses the expected share demand, the mechanics of the closing cross trade, and the strategies employed by index tracking funds and benchmark funds. A key takeaway is the insight from a trader suggesting that benchmark funds, previously able to ignore Tesla, now face difficult decisions, potentially leading to additional share demand beyond that of index trackers. The video also touches on the role of hedge funds and short selling in potentially capping extreme price movements. While the host expresses frustration with technical issues and his own missed trading opportunities, the content offers valuable, albeit speculative, analysis on the forces at play during the S&P 500 inclusion. less
Explained: Tesla's S&P 500 Inclusion w/ Rich Lee: Head of ETF Trading at Baird
This video features an insightful discussion between Rob Maurer of Tesla Daily and Rich Lee, Head of Program & ETF Trading at RW Baird, focusing o... moren Tesla's impending inclusion into the S&P 500 index. The conversation clarifies the mechanics of how index tracking funds will acquire Tesla shares, emphasizing the critical role of the closing cross trade on the inclusion date. Lee explains that the vast majority of share acquisition will occur during the final minutes of trading on December 18th, coinciding with "Quadruple Witching Day," a period of heightened trading activity. He addresses concerns about liquidity, suggesting that the concentrated trading on a single day, while challenging, also aggregates liquidity. The discussion debunks the idea of funds using options or holding shares in other funds to meet their S&P 500 weighting, reinforcing that direct share acquisition at the close is the primary strategy to minimize tracking error and adhere to fund mandates. While acknowledging potential volatility, Lee expresses confidence in the market's ability to absorb the trade, provided there's a robust ecosystem of buyers and sellers. The video offers valuable clarity for retail investors navigating this significant event. less
TSLA, Dark Pools, and the Closing Cross (Tesla Stock S&P 500 Analysis)
This video delves into the intricacies of dark pools and the closing cross trade, focusing on their potential impact on Tesla (TSLA) stock during its ... moreS&P 500 inclusion. The presenter, Rob Maurer, clarifies that dark pools are essentially private exchanges for institutional investors, designed to facilitate large trades without causing significant market disruption. He explains that trades executed in dark pools are still reported to consolidated data feeds, meaning the lower-than-expected volume for TSLA is unlikely due to trades being hidden. The video then thoroughly explains the 'closing cross' mechanism, a process on the Nasdaq where 'on close' orders are matched to execute trades at the exact closing price. This is crucial for S&P 500 tracking funds aiming to minimize tracking error. Maurer highlights that imbalances in these orders can lead to price movements in the subsequent trading sessions, potentially causing price drops if there's a sell imbalance or price support/increases if there's a buy imbalance. The presenter acknowledges his limited expertise in these complex financial topics but provides a clear, research-based explanation. less
Tesla Plans Production Shutdown: Refreshing S/X? Plus Leaked Elon Musk Email, TSLA to S&P 100
This video delves into several critical updates surrounding Tesla (TSLA). A significant portion focuses on a leaked internal email detailing a planned... more production shutdown for the Model S and Model X, sparking speculation about an imminent refresh for these high-end vehicles. The analysis suggests this shutdown is likely to prepare for updated models rather than a demand issue, especially given another leaked email from Elon Musk emphasizing robust demand and pushing for increased production. The video also covers Tesla's addition to the S&P 100 index, the details of year-end incentives for Model 3 and Y, and a mixed analyst report from Jefferies. While the production shutdown and potential S/X refresh are the core vehicle-related news, the broader financial and strategic updates provide a comprehensive overview of the company's current situation. less
Rob Maurer & Dave Lee on Tesla, Investing, and the Stock Market (Tesla Daily)
This episode features a deep dive into Tesla's operational leverage and financial performance, with hosts Rob Maurer and Dave Lee discussing the ... moreunderappreciated aspects of the company's growth. Lee highlights the significant impact of scaling production, particularly with the Model 3, on profitability, noting how increased vehicle deliveries are reducing per-unit costs and improving margins. He also points to the deferred revenue from Full Self-Driving as a future catalyst. Both hosts express surprise at the market's rapid realization of Tesla's potential, especially after periods of skepticism. The conversation also touches on investment philosophies, with Lee advocating for concentrated, high-conviction investments for younger individuals with long time horizons, contrasting it with traditional diversification. The discussion underscores the disruptive nature of information in the investing world and the potential for significant rewards through diligent research and strategic risk-taking. less
Do Tesla’s New Batteries (LFP) Have Cold Issues?
This episode delves into reports concerning the cold-weather performance of Tesla's LFP (Lithium Iron Phosphate) batteries in the Model 3 Standar... mored Range Plus, manufactured in Shanghai. The reviewer critically examines claims of significantly reduced range and charging issues during winter. While acknowledging the reports, the analysis strongly suggests that the observed performance drops are not unique to LFP batteries but are characteristic of all vehicles, including EVs and internal combustion engine cars, in cold weather. Factors like cabin heating, denser air, tire pressure, and shorter trip inefficiencies are highlighted as major contributors. The reviewer concludes that the initial reports lack sufficient data to warrant concern about Tesla's LFP battery technology itself, attributing the issues more broadly to winter driving conditions and potentially optimistic range estimations. Updates on Giga Berlin's tree clearing and Volkswagen's CEO contract negotiations are also briefly covered. less
Insight on TSLA S&P 500 Inclusion from JP Morgan
This episode of Tesla Daily focuses on JP Morgan's updated note regarding Tesla's S&P 500 inclusion and their revised price target of $9... more0. The host critically analyzes JP Morgan's valuation methods, particularly their short-term (two-year) outlook and conservative sales forecasts, arguing they fail to capture Tesla's long-term growth potential and production capacity. The reviewer highlights JP Morgan's "hilarious" take on regulatory credits, which dismisses their future importance by citing the potential ban of internal combustion engine vehicles. The host also shares a personal update on his Model 3 order, confirming a VIN and expected delivery, and seeks recommendations for auto detailers in the Chicago area. The episode concludes with congratulations to SpaceX on the Starship SN8 test flight, emphasizing the progress made despite a RUD (Rapid Unscheduled Disassembly) during landing. less
QuantumScape's Solid-State Battery vs. Tesla, QS Stock Analysis, Tesla China November Sales
This video provides an in-depth analysis of QuantumScape's recent solid-state battery performance announcement, contrasting it with Tesla's ... morecurrent battery technology. The review highlights the potential breakthrough nature of QuantumScape's technology, citing positive remarks from Tesla co-founder JB Straubel. However, it also delves into the significant challenges QuantumScape faces regarding production, scaling, and cost-effectiveness. The discussion includes an examination of QuantumScape's stock (QS), financial projections, and valuation, offering a perspective relevant to Tesla investors. Additionally, the video touches upon Tesla's November sales data in China, the Giga Berlin deforestation delay, and Elon Musk's interview regarding Tesla's capital raise and potential relocation. The overall tone is analytical, focusing on the investment implications and technological advancements within the EV battery sector. less
Tesla All-Time High: Looking at Elon Musk's Compensation, Roadster Update, Tesla Diversity Report
This episode of Tesla Daily provides a comprehensive update on several key areas for the company. The stock performance is highlighted, with Tesla hit... moreting new all-time highs and surpassing a $600 billion market cap, bringing Elon Musk's compensation plan closer to its milestones. The discussion around potential capital raises due to S&P 500 inclusion offers insights into Tesla's financial strategy. A significant portion is dedicated to the Roadster program, noting updates to referral winner accounts and potential steps towards eventual deliveries, sparking cautious optimism. The video also clarifies Tesla's solar panel pricing, explaining that the advertised $1.49/W was an after-incentive price that has been adjusted due to expiring tax credits, though base prices remain unchanged. Finally, the review delves into Tesla's first annual Diversity, Equity, and Inclusion report, comparing workforce and leadership demographics to industry and regional averages, noting areas of over and under-representation and Tesla's stated goals for improvement. less
Why Goldman Sachs $780 TSLA Price Target is Too Low (Tesla Daily)
This episode of Tesla Daily focuses on the significant upgrade of Tesla (TSLA) stock by Goldman Sachs, which raised its price target to $780 and upgra... moreded the rating to 'Buy'. The analyst, Rob Maurer, breaks down Goldman Sachs' reasoning, highlighting their increased EV adoption forecasts and a potential 15 million unit sales target by 2040. However, Maurer points out that Goldman's timeline for reaching these sales figures is more conservative than Tesla's own ambitious 2030 targets, suggesting analysts struggle with non-linear growth projections. The discussion also touches on the impact of deferred revenue and software sales on Tesla's bottom line, arguing that the company is fundamentally undervalued. The episode briefly covers Bloomberg data on S&P 500 benchmark funds' low current ownership of Tesla, comments from short sellers Jim Chanos and Michael Burry (who advises Tesla to issue shares), and a legislative development in Michigan that could hinder Tesla's operations in the state. Maurer expresses skepticism towards the short sellers' arguments, particularly regarding regulatory credits, and views the Michigan legislation as a potential, but hopefully surmountable, hurdle. less
Elon Musk Talks Autonomy, TSLA Price, Mergers, Electric Jets, Leaked Musk Email, Tesla Cybertruck
This video primarily discusses Elon Musk's recent interviews and leaked emails, touching upon Tesla's future plans and current challenges. K... moreey topics include the timelines for autonomous driving, the company's stock price, potential mergers, and the development of electric jets. A significant portion is dedicated to the Cybertruck, with its delivery timeline reportedly pushed to 2022. The leaked email highlights Musk's focus on cost reduction and profitability. The video also briefly mentions Q4 delivery deadlines and LG Chem's battery production. While the content is informative, it relies heavily on reported information and interviews rather than direct vehicle testing or reviews. less
S&P 500 Decides on TSLA Process, Volkswagen’s Mission T, Tesla Model Y Approved in China
This video covers several key developments in the electric vehicle and broader tech space. A significant portion focuses on Tesla, detailing the appro... moreval of the Model Y for sale in China and the release of FSD Beta 6. The S&P 500's decision on Tesla's inclusion process is also highlighted. Additionally, the review touches upon Volkswagen's 'Mission T' strategy, aimed at competing with Tesla, and a brief mention of SpaceX's Starship test. The content appears to be a news roundup rather than an in-depth vehicle review, with limited discussion on specific vehicle performance or features. less
Tesla Added to the S&P 500 Index
This Tesla Daily video provides an in-depth analysis of Tesla's (TSLA) official addition to the S&P 500 index. The host, Rob Maurer, meticulo... moreusly breaks down the announcement, the implications of the inclusion process, and the significant market impact. A key takeaway is the unprecedented nature of this inclusion, highlighted by the unusually long 35-day notice period compared to the typical 10 days for other companies. Maurer emphasizes the substantial buying demand this will generate, estimating around $51 billion in purchases by S&P 500 tracking funds, which represents approximately 15% of Tesla's float. He also discusses the potential for additional buying from benchmarked funds, further increasing demand. The video clarifies that this inclusion is purely about ownership structure and not the company's fundamental business, urging viewers to focus on core business metrics like Q4 results and FSD beta rollout. While acknowledging the excitement for shareholders, Maurer suggests much of the price impact may occur before the official December 21st inclusion date due to anticipated buying. less
Rivian Launches R1T, R1S Design Studio - Configurator Walkthrough
This video provides a comprehensive walkthrough of Rivian's R1T pickup and R1S SUV design studios, offering potential buyers a detailed look at c... moreonfiguration options. The reviewer highlights the similarity to Tesla's configurator but notes Rivian's advantage in presenting multiple exterior and interior views. Key features discussed include the "Launch Edition" trim, available battery packs (300+ mile standard, 400+ mile optional for R1T), and various package options like "Adventure" and "Explore," which alter interior materials and features. Exterior color choices are extensive, with premium options available. A notable feature is the optional "Camp Kitchen" for the R1T. The reviewer praises the interior design, particularly the available wood trims and the dual-screen setup, while expressing a slight dislike for the floor mats. The R1S is noted to have a third-row option and a similar pricing structure, though the Camp Kitchen is not available. The video concludes with a comparison to the Tesla Cybertruck, emphasizing Rivian's higher price point but potentially broader appeal for those seeking a more conventional design. The reviewer suggests that at around $70,000 after tax credits, the R1S, in particular, could be very successful. less
The FUV and Beyond: Arcimoto Interview with Founder Mark Frohnmayer (Tesla Daily)
This interview with Arcimoto Founder and CEO Mark Frohnmayer provides a comprehensive overview of the company's vision, history, and future produ... morect roadmap. Key discussion points include the company's strategy for mass production and pricing, their partnership with Munro & Associates for engineering expertise, and an analysis of the market size and potential for their unique electric vehicles. Frohnmayer also touches upon new product developments like the Deliverator, Roadster, and Cameo, as well as Arcimoto's battery strategy in light of Tesla's Battery Day. The conversation addresses potential challenges, including Elon Musk's past comments on the safety of three-wheeled vehicles. Overall, the interview offers valuable insights into Arcimoto's ambitious goals and its position in the evolving EV market. less
Tesla Plans $10B+ Spending, Elon Musk Performance Plan Details (TSLA 10-Q Analysis)
This video provides an in-depth analysis of Tesla's Q3 2020 10-Q filing, focusing on key financial and operational details. The reviewer highligh... morets Tesla's increased capital expenditure plans, projecting significant investment in 2021 and 2022, aligning with previous guidance and Battery Day announcements. A major point of discussion is the impact of Elon Musk's CEO performance award, which significantly increased SG&A costs due to accelerated recognition of tranches tied to market cap and EBITDA milestones. The reviewer emphasizes that this is a non-cash expense and that Tesla's core operations are showing strong leverage. The video also touches upon deferred revenue, particularly related to Full Self-Driving features, and the rollout of Model 3 exports from China to Europe. Additionally, it notes Shanghai's new restrictions on non-local license plates, potentially boosting EV adoption. The analysis of the energy business reveals a gross margin decline primarily driven by solar, while energy storage margins remain stable. The reviewer concludes by addressing concerns about vehicle reliability, citing Tesla's internal data indicating fleet-wide improvements. less
Live: Tesla Q3 Earnings Call + Reaction
This Q3 2020 earnings call recap highlights Tesla's record-breaking quarter, driven by exceptional execution across production and deliveries. El... moreon Musk emphasized the company's long-term competitive advantage in manufacturing, particularly with advancements in battery technology aimed at halving costs and capital expenditure. The call also provided an update on the Full Self-Driving (FSD) beta, noting a cautious rollout strategy to leverage real-world data for continuous improvement. Significant progress was reported on expanding manufacturing capacity with new factories in Berlin and Austin, though Musk cautioned that reaching full capacity for new plants typically takes 12-24 months due to the complexity of scaling new technologies. The energy division also showed strong growth, with record storage deployments and doubling solar deployments, positioning it as a key future revenue driver. The company remains focused on increasing affordability through cost reductions and product improvements, aiming to meet its 500,000 delivery target for the year. less
TSLA Q3 Earnings Preview and Estimates
This episode provides a detailed preview of Tesla's Q3 2020 earnings report, focusing on financial forecasts and comparisons to Wall Street conse... morensus. The presenter, Rob Maurer, meticulously breaks down revenue, gross profit, operating expenses, and earnings per share, offering his own estimates alongside compiled analyst data. Key discussion points include the significant impact of regulatory credit sales on automotive revenue and gross margins, with Maurer forecasting higher credit sales than consensus. He also delves into average selling price assumptions for various models, particularly the Model 3 and Model Y, and anticipates a substantial increase in stock-based compensation due to Elon Musk's performance plan, which is expected to suppress GAAP net income. While Maurer's free cash flow forecast is conservative, he highlights potential wildcards like deferred tax evaluation allowances. The review emphasizes the importance of automotive gross margin ex-credits for understanding operational leverage and Tesla's ability to lower ASPs for broader market access. The outlook for achieving the 500,000 vehicle delivery target for the year is also a key focus. less
Tsla Bull Case / Q&A - Alex Potter of Piper Sandler and Rob Maurer (Tesla Daily)
This discussion between Alex Potter of Piper Sandler and Rob Maurer of Tesla Daily delves into Tesla's stock valuation, focusing on the often-und... moreerestimated autonomous driving and energy business segments. Potter outlines a framework for modeling these areas, acknowledging the data limitations compared to the automotive sector. He highlights Tesla's unique position in selling FSD software today, even before full autonomy is realized, and discusses the potential for subscription models and future price increases. The conversation also addresses the path to a $25,000 Tesla, emphasizing cost reductions through battery advancements (56% per kWh reduction) and manufacturing innovations like structural battery packs and casting. While acknowledging the challenges and the less tangible nature of the energy business, Potter presents a compelling case for its long-term growth driven by renewable energy penetration, projecting significant storage demand. Battery Day is viewed as a pivotal event that, while not flashy, demonstrated Tesla's insurmountable lead in battery technology and manufacturing, leaving competitors struggling to catch up. The discussion touches upon Chinese EV startups like XPeng, with Potter noting their potential but also highlighting Tesla's established advantages and the nuances of the Chinese market. less
TSLA $578 Price Target Discussion by Pierre Ferragu & Rob Maurer (Tesla Daily)
This discussion between Pierre Ferragu and Rob Maurer centers on Tesla's (TSLA) stock valuation and its future market position. Ferragu, a sell-s... moreide analyst, details his process for revising his price target to $578, emphasizing a fundamental shift in his framework from a 5-year to a 10-year outlook. He highlights Tesla's potential to become the largest carmaker globally by 2030, surpassing Volkswagen, driven by innovations in battery technology and manufacturing efficiency, particularly the new cell form factor and manufacturing processes. Ferragu dismisses traditional automakers' approaches to electrification and solid-state batteries as lagging. He also addresses concerns about China, concluding that while political risk exists, a complete ban is unlikely due to Tesla's consumer appeal. The conversation touches on institutional investor sentiment, which has become more favorable, and autonomous driving, where Ferragu sees potential for enhanced personal use features rather than a robotaxi service. The energy storage business is also discussed, with significant growth potential identified. less
Tesla's Battery Rollout Plan + Elon Musk Leaked Production Email
This video delves into Tesla's ambitious 4680 battery cell rollout plan, analyzing a hypothetical roadmap for production across Giga Berlin, Giga... more Texas, and the Fremont pilot line. The reviewer highlights Elon Musk's emphasis on the significant production challenges associated with new technology, drawing parallels to the "production hell" of the Model 3. Key takeaways include the potential for Berlin to utilize the 4680 cells and structural packs from the outset, while Fremont and Shanghai will transition later. The discussion also touches upon the use of LFP batteries for medium-range vehicles and stationary storage. A leaked email from Musk underscores the company's push to exceed 500,000 vehicle production for the year, signaling a strong focus on manufacturing efficiency as a competitive advantage. The reviewer expresses optimism, believing Tesla has learned from past manufacturing hurdles. less
Mercedes Strategy Update, Shanghai Model Y Coming Soon, Tesla's Public Relations
This episode delves into several key updates concerning Tesla and its competitors. A significant portion discusses the potential December 2020 product... moreion start for the Made-in-China Model Y, with skepticism raised regarding the rumor of immediate European exports due to logistical costs and potential demand in China. The report also touches on Tesla's ongoing nickel supply negotiations with BHP Group, highlighting the company's swift execution post-Battery Day. A notable segment addresses the dissolution of Tesla's official PR department, arguing it's a mischaracterization to say Tesla doesn't communicate with the press, given Elon Musk's direct engagement via Twitter and the existence of investor relations. The review then shifts to competitor analysis, detailing the Polestar 2's EPA range rating (233 miles) and comparing it unfavorably to the Model 3. Finally, the video critically analyzes Mercedes-Benz's new strategy, deeming its emphasis on short-term profitability during a period of industry disruption as a fundamental flaw, contrasting it with Tesla's long-term, pain-enduring approach to technological development. The reviewer finds Mercedes' "uncompromising electric first" platform, which still accommodates ICE engines, to be a significant red flag. less
Elon Musk Talks TSLA Stock, Battery Day Reactions, EV Market + Tesla Interest in LG Investment?
This episode delves into Elon Musk's candid interview with Kara Swisher, focusing on the aftermath of Tesla's Battery Day. Musk expresses fr... moreustration with the media and Wall Street's perceived lack of understanding regarding the immense challenges of scaling battery production, emphasizing that a prototype is merely the first step in a vastly more complex manufacturing process. He reiterates his detached stance on Tesla's stock price, asserting that while he believes it's currently high, the company's long-term potential remains strong if execution is successful. The discussion also touches upon the broader EV market, with Musk predicting significant growth over the next decade, and hints at Tesla's plans for multiple original car designs from its Shanghai and Berlin design centers, potentially including a more compact and affordable model. The episode also covers supply chain news, including a rumor about Tesla potentially acquiring a stake in LG Energy Solution and a confirmed five-year contract with Piedmont Lithium for lithium ore supply. The reviewer notes the logistical challenges Tesla faced in Q3 deliveries but highlights the team's efforts to achieve a record quarter. less