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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Cybertruck Rumors, Sales Reports, Expansion Update
This video delves into recent Cybertruck rumors, offering insights from a purported test drive. The reviewer highlights the Cybertruck's performa... morence, comparing it favorably to a Model X Plaid and suggesting it might render the Model X obsolete for some buyers. Key features discussed include the tri-motor powertrain, powered front trunk and tonneau cover, a functional front storage area accommodating a five-foot-seven individual, and a remotely operated tailgate. The reviewer notes the absence of a pass-through to the bed and uncertainty regarding rear cabin glass functionality. Positives include a 240-volt outlet, potential for bi-directional charging, a more refined air suspension with greater height adjustability, and a quiet, plush interior. The turning radius is comparable to a Model X, with automatic four-wheel steering. The video also touches on the potential for a November delivery window, though details on price and range remain undisclosed. Other segments cover Q3 auto sales, Giga Nevada expansion, Model 3 updates, and Tesla's referral program. less
Tesla Just Released Q3 Delivery Report
Tesla's Q3 2023 delivery and production report reveals production slightly ahead of deliveries, with both figures falling short of analyst expect... moreations. The company attributes the sequential decline in volumes to planned factory upgrades, specifically mentioning downtime for the "Highland" transition in Shanghai and at Texas. Despite the miss, Tesla reiterated its 2023 volume target of around 1.8 million vehicles, though the language used was noted as potentially softer. The report also highlighted a significant sequential decline in Model S and Model X production, coinciding with substantial price cuts for these models, raising concerns about their business segment. Inventory levels remain low at approximately 16 days, but the lack of a larger drawdown suggests potential demand constraints or allocation issues, rather than solely production limitations. The upcoming Q3 earnings call on October 18th is anticipated to provide further clarity. less
Tesla Q3 Delivery & Production Expectations
Rob Maurer provides an in-depth analysis of Tesla's Q3 delivery and production expectations, acknowledging the reduced insight due to planned dow... morentime at the Shanghai and Texas factories for Model 3 upgrades and other adjustments. He forecasts production at approximately 430,000 units, a 10% decrease quarter-over-quarter but a 17% increase year-over-year. Maurer highlights potential production challenges in Shanghai due to the Model 3 refresh and in Berlin and Texas due to reported shift reductions and shutdowns. For deliveries, he projects just under 445,000 units, anticipating a drawdown of inventory to around 14 days. The report also touches on the UAW strike expansion, updates on Gigafactory Texas, and Tesla's energy product installer day. While acknowledging the analyst consensus of 44,800 vehicles, Maurer believes his forecast, slightly below this, is more realistic given recent information. The delivery and production report is expected early the following week, most likely on Monday. less
Tesla Beaten to Autonomy by Mercedes, Confusing Casting Report, Apple Car
The video discusses several key developments in the EV and automotive industry. A significant portion is dedicated to Mercedes-Benz's Level 3 &qu... moreot;Drive Pilot" system, which the reviewer notes is expensive ($2500 annual subscription) and highly restricted in its operation (limited geography, specific road conditions, no lane changes). The reviewer contrasts this with Tesla's approach, suggesting Tesla could achieve similar functionality but is focused on a more general-purpose, broader autonomy solution. The report also clarifies a confusing Reuters article about Tesla's casting technology, concluding that the reported "new" methods for the Model Y at Giga Shanghai are actually existing, long-implemented processes. Other updates include a brief mention of Giga Texas, a promotional video for the updated Model 3 (Highland), a minor Megapack fire in Australia, the Supercharger V4 installation manual, Tesla's solar marketing, an extended FSD trial for HW4 vehicles, Tesla's market share in the US, Kia EV9 pricing, a large Hyundai-Kia recall for fire risk, and the continued lack of visibility on the Apple Car project. The reviewer expresses skepticism about the immediate value of Mercedes' limited Level 3 system compared to Tesla's long-term vision. less
People Are Wrong About Tesla — New Survey Shows Ignorance
This episode of Tesla Daily delves into a Washington Post survey revealing a significant knowledge gap among Americans regarding EV affordability and ... moreconvenience. The host, Rob Maurer, argues that while affordability is paramount, the survey data suggests a strong need for advertising to bridge the perception gap on EV costs, charging convenience, and tax credits. Maurer contends that increased consumer awareness could expand the potential customer base and improve the clearing price for EVs, even if it incurs advertising costs. The episode also touches upon Jaguar's adoption of the NACS standard, Tesla's potential energy storage factory in India, Elon Musk's meeting with the Thai Prime Minister, a possible VIN indicator for an updated Model 3 Performance, a new Cybertruck wrap, Giga Texas production updates, a rumor about 4680 battery improvements, Musk's comments on GPU cluster ramp-up, and CATL's Australian energy storage contracts. The core takeaway is that perceived affordability, influenced by information gaps, significantly impacts EV adoption. less
Tesla's Next-Level Casting Plans, Vehicle Updates, UAW Strike
This episode of Tesla Daily provides a comprehensive overview of recent developments, with a significant focus on Tesla's ambitious plans for its... more next-generation vehicle platform. The report highlights Tesla's exploration of a single-piece, unibody casting for the vehicle's frame, a move that could drastically simplify manufacturing. The discussion delves into the technical challenges and iterative processes, including the use of industrial sand for mold testing, to achieve this goal. Additionally, the podcast touches upon the Giga Mexico plant's progress, a potential October delivery timeline for the Cybertruck, and the surprising removal of the 4680 Model Y from the design studio, suggesting a strategic shift possibly related to the Cybertruck's 'cyber cell' technology. The episode also covers positive updates on Autobidder's profit generation, the milestone of 50,000 Superchargers, and the introduction of factory tours as a referral award. Finally, the UAW strike's implications for the automotive industry and the broader economy are discussed, alongside economic indicators like PPI and upcoming FOMC meeting expectations. The reviewer expresses excitement for Tesla's manufacturing innovations and acknowledges the strategic implications of the UAW strike. less
The Real Story of Elon Musk with Walter Isaacson
Walter Isaacson joins Rob Maurer to discuss his biography of Elon Musk, offering deep insights into Musk's engineering prowess, particularly his ... morehands-on approach to product development and manufacturing. Isaacson highlights Musk's "algorithm" for challenging requirements and his relentless pursuit of progress, even at the expense of comfort. The discussion delves into Musk's intense focus on projects like Cybertruck, Full Self-Driving (FSD), and Optimus, emphasizing his ability to "serially focus maniacally" on tasks. While acknowledging Musk's "epic good quests" to advance humanity, Isaacson also addresses his "brutal" and "callous" treatment of people when they don't meet his urgent intensity, suggesting that drama energizes both his personal and professional life. The review concludes that while Musk's trajectory is not smooth, marked by explosions and setbacks, his drive consistently leads to surprisingly positive outcomes, with a new $25,000 global car and the ongoing development of Starship and AI representing his future endeavors. less
Tesla Dominates EU Charging Bid, Policy Updates, Powerwall 3 Becomes Official
This episode of Tesla Daily provides a comprehensive overview of recent developments, with a significant focus on Tesla's successful bid for EU c... moreharging infrastructure funding, securing approximately 148 million Euros. The reviewer highlights this as a major win that will bolster Tesla's network across 16 EU countries. Policy updates from the EU regarding Chinese EV imports and India's new policy to attract EV manufacturers are also discussed, with a note on Tesla's increasing component sourcing from India. The Powerwall 3 is officially added to Tesla's website, featuring an integrated inverter and increased power output. The updated Model 3's specifications are clarified, confirming that the Long Range variant will retain its NMC battery rather than switching to LFP. Finally, new data from the Tesla Semi's 'Run on Less' event shows impressive daily mileage, and insights from the Walter Isaacson biography shed light on early RoboTaxi concepts and Solar Roof installation rates. The reviewer expresses cautious optimism regarding the Semi's efficiency and charging capabilities, while noting the biography provides historical context rather than immediate stock-moving revelations. less
Details on Tesla’s Next-Gen Plans, New Powerwall, Highland Fleet Spotted
This episode of Tesla Daily provides a comprehensive update on Tesla's strategic direction and product developments. The discussion on next-gener... moreation vehicle plans reveals a significant internal debate, ultimately prioritizing a fully autonomous robo-taxi while also developing a $25,000 car on the same platform, both featuring a futuristic design reminiscent of the Cybertruck. The Powerwall 3 is highlighted as a more compact and installation-friendly unit with integrated inverter and improved energy density, though cost and battery chemistry details are pending. Significant visual evidence of the updated 'Highland' Model 3 fleet spotted near Gigafactory Shanghai suggests a rapid production ramp-up, contrasting with previous model updates. China's August sales data shows strong domestic demand, setting a new rolling three-month record. The Detroit Auto Show participation remains ambiguous, with Tesla vehicles present for an EV experience but not as official exhibitors. Finally, the FSD visualization now includes police vehicles, and sightings of paired Cybertrucks and a full Tesla lineup photo offer visual interest. less
Tesla Production Keeps Rolling? Giga Mexico, Texas Updates
This episode of Tesla Daily provides a comprehensive update on Tesla's global operations, with a particular focus on production milestones and po... moretential future developments. The Shanghai Gigafactory's achievement of producing its second million vehicles in just over a year is highlighted as a significant indicator of accelerating production efficiency, even amidst rumored downtime for the 'Project Highland' update. The analysis suggests that production impacts from the Model 3 refresh may be less severe than anticipated. Updates on Giga Texas point to potential production upgrades, evidenced by reduced activity in outbound logistics and the import of new automation equipment. The Giga Mexico report suggests a potential delay in production start-up, with suppliers now looking at 2026-2027. The participation of Tesla in the Detroit Auto Show is noted as an unusual but potentially significant promotional move, especially with the upcoming Cybertruck launch. The discussion also touches on Elon Musk's AI endeavors, Tesla's data collection, and a notable price increase for the steering yoke on Model S and X. Overall, the episode conveys a sense of continued production momentum and strategic developments across Tesla's manufacturing and product roadmap. less
Tesla Cuts Price on Model S/X, FSD + New Model 3 Insights
Tesla has implemented significant price reductions across its Model S and Model X lineup, with base versions seeing decreases of 15-19% and Plaid vari... moreants dropping by 18%. The short-lived standard range software-limited models have been discontinued. Notably, the Model X now qualifies for the $7,500 US federal tax credit due to its reduced MSRP falling below the $80,000 cap for SUVs. The reviewer expresses a preference for higher vehicle prices but acknowledges Tesla's willingness to make swift, difficult decisions to drive volume. Price cuts on FSD have also been announced, reducing the cost from $15,000 to $12,000 in the US, a move potentially aimed at increasing the take rate amidst compressed vehicle margins. Early impressions of the Model 3 Highland suggest notable improvements, with potential range increases of 5-12% depending on testing cycles and wheel configurations. A glimpse of the production-ready Cybertruck frunk, featuring an embossed logo, was also shared. less
Tesla Just Released The New Model 3 - Everything We Know So Far
The Tesla Model 3 'Project Highland' update has officially arrived, bringing a host of refinements focused on improved aerodynamics, comfort... more, and manufacturability. Key exterior changes include a redesigned front fascia, updated headlights and taillights, and new wheel options, contributing to a lower drag coefficient. Inside, the cabin receives significant upgrades such as ambient LED lighting, perforated and ventilated front seats, and a new rear-seat screen for climate and media control. Noise reduction is a major focus, with Tesla claiming a 30% improvement in wind and ambient noise due to expanded acoustic glass and improved materials. While performance and battery hardware appear largely unchanged, range has seen an increase of approximately 4.5% in Australia (WLTP) and up to 9% in China (CLTC) for the rear-wheel-drive variant. Notably, the performance variant is not currently offered. Pricing sees a slight increase in China. The reviewer highlights the focus on manufacturing cost savings as a primary driver for many of these updates, particularly the integrated taillights and the absence of Giga casting for this refresh. less
Tesla FSD v12: Breakthrough We've Been Waiting For?
The Tesla Daily podcast reviews the highly anticipated FSD Beta v12, highlighting Elon Musk's live demonstration. While not perfect, with one dis... moreengagement and a wide turn, the system generally performed smoothly and comfortably on a Hardware 3 vehicle. The most significant revelation is the architectural shift to an end-to-end neural network, drastically reducing the reliance on traditional C++ code. This fundamental change, despite visually similar performance to v11.4.7, promises accelerated improvement cycles. The podcast also touches on Tesla's substantial investment in compute power, including new Nvidia H100 clusters, and the ongoing challenges of data acquisition and refinement. Updates on Project Highland (Model 3 refresh) and Cybertruck sightings are briefly mentioned, alongside a notable price reduction for Tesla's Megapack. Hardware 4 software is expected to lag behind Hardware 3 by at least six months. less
Tesla's Path in India Gets Clearer, FSD Beta Updates, UAW Authorizes Strike
This episode of Tesla Daily provides a comprehensive overview of recent developments impacting Tesla, with a particular focus on its potential market ... moreentry into India. The report highlights India's consideration of reduced import taxes for EVs, a move that could significantly clear Tesla's path for sales and eventual manufacturing in the country. The discussion also touches upon FSD Beta updates, noting the rollout of version 11.4.7 to early testers and a visual improvement in the side repeater camera's color accuracy. Additionally, the episode covers Supercharger V4 payment processing, a rumored September 1st announcement for 'Project Highland,' and Tesla's leading performance in JD Power's Tech Innovation survey, despite the study's exclusion of Tesla from its main rankings. The UAW's authorization to strike and SpaceX's successful static fire test of its Super Heavy booster are also briefly mentioned. less
Biggest News From Tesla's Q2 Earnings Call
Tesla's Q2 2023 earnings call analysis highlights significant strategic moves and production updates. The company is targeting 1.8 million delive... moreries, but anticipates a production dip in Q3 due to factory upgrades, notably Project Highland, which is expected to impact margins. Elon Musk discussed the revolutionary robo-taxi, emphasizing its potential for "quasi infinite demand" driven by FSD advancements and unprecedented production efficiency. A key takeaway is Tesla's decision not to license Supercharging but to open the network, while actively engaging with a major OEM for FSD licensing, with Ford being a likely candidate. The call also detailed strong progress in 4680 battery production, including a 10% energy density increase for the "Cyber cell" without further material enhancements, and significant cost reductions at Giga Texas. Energy storage, particularly the Lathrop Megapack factory, is ramping up, and the company surpassed 500,000 Powerwalls installed. Despite short-term volatility and ongoing investment in R&D like Dojo, the long-term outlook remains optimistic, with Musk envisioning a potential 5x to 10x growth for Tesla. less
Live: Tesla Q2 Earnings Report Coverage and Analysis
Tesla's Q2 2023 earnings report coverage highlights a record quarter with revenues approaching $25 billion, driven by strong production and deliv... moreeries. The company achieved a 9.6% operating margin, despite price reductions, attributed to cost reduction efforts and production ramp-ups in Berlin and Texas. A key development is the start of production for Dojo training computers, aimed at enhancing AI capabilities. While average selling prices (ASPs) saw a sequential decline, it was less than anticipated, with costs also decreasing, leading to a better-than-expected automotive revenue. Energy storage deployments showed significant year-over-year growth, though solar deployments were flat. The Services and Other business saw a substantial jump, partly due to the adoption of Tesla's NACS charging standard by major automakers. The Cybertruck remains on track for initial deliveries this year, with tooling and release candidate builds progressing. Overall, the report indicates strong financial performance and continued investment in future growth areas like AI and new product development, with production expected to exceed 1.8 million vehicles for the year. less
Be Prepared for Tesla’s Earnings Report Q2-23
This video provides a detailed financial forecast for Tesla's Q2 2023 earnings report, focusing on key metrics and analyst expectations. The pres... moreenter, Rob Maurer, emphasizes that while specific quarterly results are important for understanding Tesla's operational controls and cost management, they should be viewed in the broader context of the company's long-term growth plans, including new factory ramps and next-generation products like the Cybertruck. Maurer highlights potential areas of variance, such as average selling prices (ASP) due to significant price cuts and inventory discounts, and the impact of scaling new factories like Giga Berlin and Giga Texas on cost of goods sold. He notes that while year-over-year comparisons might appear less favorable due to production constraints in the prior year, the underlying business is progressing. Key takeaways include expectations for automotive revenue, gross margins, and operating expenses, with a slight divergence between his forecast and analyst consensus primarily driven by interest income and tax expectations. The presenter also touches upon Giga Berlin expansion plans and anticipates updates on the Cybertruck and 4680 cell ramp-up during the earnings call. less
Musk Reveals xAI - Will Work With Tesla, Cybertruck Bodies, Production Details
The latest Tesla Daily podcast covers a range of significant updates, starting with Elon Musk's unveiling of xAI, a new artificial intelligence c... moreompany. While xAI is a separate entity, it's positioned to collaborate closely with Tesla and X (Twitter), fostering knowledge and employee sharing. The podcast also touches upon AI's future risks and regulation. Key Tesla-specific news includes a visual confirmation of Cybertruck bodies at Giga Texas, indicating production progress. Shanghai's production figures are strong, notably producing its millionth Model Y, though the high Model 3 output suggests less retooling for the 'Highland' update than anticipated, potentially impacting Berlin and Texas production forecasts. Tesla has updated its website to warn of likely federal tax credit reductions after December 31, 2023, particularly affecting the Model 3. The New Jersey EV tax credit program has been extended, offering significant savings. Software updates include customizable wiper controls via steering wheel buttons. A class-action lawsuit regarding Solar Roof price increases has been settled for $6 million, revealing a high cancellation rate among affected customers. Finally, the UAW is preparing for negotiations, and Lucid's Q2 delivery and production numbers show continued challenges with growing inventory. less
Exciting Comments on Giga Mexico, Tesla Bot, China Record, and Catching Up
This episode of Tesla Daily provides a comprehensive update on various Tesla-related news and developments. Key highlights include significant progres... mores on Giga Mexico, with the governor indicating that all environmental, energy, and water permits are checked and advancing, suggesting groundbreaking is imminent. The report also touches upon the design finalization of a new, potentially world-leading electric and economic car to be produced at Giga Mexico. In China, Tesla achieved a record for domestic sales in Q2, despite some reports of battery production layoffs possibly due to automation. The brief, two-day agreement among Chinese automakers to avoid 'abnormal pricing' is noted as a peculiar, short-lived event. Further updates cover Tesla Bot hiring, with a specific manufacturing engineering role listed in Nevada, hinting at potential production plans. Giga Texas is reportedly undergoing downtime for upgrades and personnel reassignment to CyberTruck production, with Q3 delivery expectations. New Cybertruck testing videos from New Zealand are also shared. The podcast also mentions Tesla's potential expansion into Malaysia, changes to base paint color options in the US (Midnight Silver Metallic now free, White at $1000), the rollout of FSD Beta 11.4.5 to employees, and technical details about the Hardware 4 computer. Finally, the adoption of the NACS charging standard by Electrify America, Volkswagen, Polestar, and Mercedes-Benz is highlighted, alongside strong Q2 production and delivery figures from Rivian. less
Tesla Just Dropped Huge AI News Plus New Acquisition and India Investments
This episode delves into Tesla's significant advancements in AI and compute capabilities, highlighted by the upcoming production of the Dojo supe... morercomputer. The reviewer emphasizes the dramatic projected increase in Tesla's compute power, aiming to place it among the world's top five by compute capacity. This expansion is expected to significantly accelerate the development of Full Self-Driving (FSD) capabilities, with projections suggesting a 10x improvement in safety over human drivers. The report also touches upon Tesla's potential investments in India, a reported stealth acquisition of a wireless charging company, and Texas's mandate for NACS compatibility in federally funded charging stations. While acknowledging the long-term potential of Dojo, the reviewer notes Elon Musk's past characterization of it as a 'long shot bet,' urging a balanced perspective on the ambitious forecasts. less
Tesla Streak Continues as Charging Dominoes Fall, China Record, Highland Sighting
The Tesla Daily podcast covers a range of significant developments, including Tesla's stock achieving a record-tying streak of positive finishes ... moreand analyst price target increases, with Dan Ives raising his to $300. The adoption of Tesla's NACS charging standard by major automakers like GM and Ford is accelerating, with charging companies like Electrify America and Blink also signaling support or welcoming the move. The White House has reiterated that federal funding for charging infrastructure is available, provided CCS connectors are included, a stance the podcast host finds potentially problematic for future-proofing. Elon Musk's strategy of supplying adapters at zero profit is highlighted as a move to advance the NACS standard and potentially benefit Tesla's Supercharger network through increased usage and API access fees. The podcast also discusses sightings of a 'Project Highland' Model 3 prototype in China, suggesting production is underway. Furthermore, Tesla achieved a new record for three-month retail sales in China (March-May) with 159,000 vehicles, indicating strong demand post-price cuts. The rollout of FSD Beta 11.4.3 is noted, with Elon Musk suggesting an accelerating rate of improvement. Finally, a new advanced manufacturing facility lease in Fremont is reported, likely to support 4680 battery cell production. less
Tesla and Ford Just Announced Massive Partnership, Cybertruck Interior Leak, Hardware 4 Rollout
This episode of Tesla Daily covers several significant developments. The most impactful announcement is the partnership between Ford and Tesla, granti... moreng Ford customers access to Tesla's Supercharger network in North America starting in early 2024 and adopting the North American Charging Standard (NACS) connector. The reviewer highlights this as a potential inflection point for the EV industry, establishing Tesla as a key infrastructure provider, though the direct benefit to Tesla beyond this role remains unclear. Additionally, the report confirms the rollout of Hardware 4 components to Model Y vehicles, aligning with previous sightings in Model S and X. Full Self-Driving (FSD) Beta has been spotted testing in international markets, including Canada, Germany, Australia, and Belgium, with the latter being particularly noteworthy due to its right-hand drive configuration. A leaked interior photo of the Cybertruck reveals a minimalist design with no stalks and a unique center console, though the reviewer cautions about potential lens distortion. Finally, the Model Y is reported to have been the best-selling car globally in Q1, a remarkable achievement against strong competition. A report on leaked Tesla safety data is also discussed, with the reviewer downplaying the severity of the reported issues given the vast number of vehicles and years covered. less
Musk Teases Another New Gigafactory, Tesla Brand Tanks, FSD Expansion
This episode of Tesla Daily provides a comprehensive update on recent Tesla news, focusing on Elon Musk's interview with The Wall Street Journal.... more Key takeaways include Musk's tease of a new factory location by year-end, with India mentioned as a possibility, and his continued efforts to position X (Twitter) as a public town square for announcements. The review highlights a significant drop in Tesla's brand reputation in the latest Harris poll, falling to 62nd place, attributed to factors like Twitter volatility and Elon Musk's public persona, though the podcast notes the poll's inherent volatility and the omission of politics as a stated reason by some commentators. Positive news includes the broad rollout of FSD Beta to nearly all US vehicles with FSD purchased or subscribed, removing the safety score gate, which is expected to boost revenue and data collection. The episode also covers China's insured vehicle data, showing a rebound after a production shutdown, and a judge's dismissal of a lawsuit against Musk related to the Twitter acquisition. A partnership between Waymo and Uber in Phoenix is also discussed, with potential implications for Waymo's cost structure. less
Musk Receives Vote of Confidence, Ford Plans for ICE Growth, Cadillac Escalade EV Announced
This episode of Tesla Daily provides a comprehensive overview of recent developments in the automotive and tech industries. Key highlights include the... more strong shareholder support for Elon Musk's re-election to the board, with a 95% favorable vote, and a positive Harris poll rating for Musk. The program also details Tesla's adjustments to its European sales compensation structure, introducing sales quotas. A notable update concerns BYD battery performance in Tesla vehicles, showing promising charging rates compared to CATL packs. Ford's Capital Markets Day revealed a strategic focus on growing its legacy ICE business (Ford Blue) alongside its EV ambitions (Model E), with plans for increased production capacity and a focus on high-margin product derivatives. GM's announcement of an all-electric Cadillac Escalade (Escalade IQ) is also covered, positioning it as a competitor in a segment where Tesla currently has limited presence. The review touches on SpaceX's successful crewed launch and booster landing, and The Boring Company's progress in Las Vegas. less