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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Showing 24 of 378 total titles. Page 12 of 16.
Tesla Model S Delivery Event Expectations
This video previews Tesla's Plaid Model S delivery event, focusing on audience expectations gathered via Twitter polls. Key discussion points inc... morelude the battery cell form factor (with a consensus leaning towards 18650 over 4680), the likelihood of increased EPA range estimates (speculation fueled by the Plaid+ cancellation), and the potential rollout of the v11 software update across the Model 3 and Y. The reviewer expresses skepticism about a surprise "one more thing" announcement, believing the Plaid Model S itself offers enough substance. While acknowledging the possibility of the new Model X being showcased, the reviewer leans towards a Model S-exclusive focus. The discussion also touches upon the stock's potential reaction, the new yoke steering wheel's legality, and the powertrain advancements, including weight reduction and aerodynamic improvements. The reviewer anticipates a detailed look at the interior, gaming capabilities, audio system, and smart shift features, while downplaying expectations for Nürburgring lap times or immediate FSD updates. less
Tesla Sales in China Rise in May, Model Y Dominates in California
This episode of Tesla Daily focuses on sales data and industry rumors rather than a specific vehicle review. The primary takeaways are Tesla's st... morerong sales performance in China for May, as reported by the CPCA, and the continued dominance of the Model Y in California registrations. The podcast also touches upon updates to the Model S design studio, suggesting an upcoming launch, and briefly mentions resurfaced Apple electric vehicle rumors and a dip in Bitcoin prices. Due to the lack of a specific vehicle test or detailed discussion, the review cannot provide insights into driving dynamics, range, or specific features. less
Tesla Plaid Plus Cancelled, President Jerome Guillen Departs, Anonymous Message to Elon Musk
The Tesla Daily podcast discusses the surprising cancellation of the Plaid+ Model S, just days before its delivery event. While Tesla claims the stand... moreard Plaid is sufficient, the cancellation raises questions about the 4680 battery cell development and its timeline. The reviewer leans towards a business decision driven by the minimal differentiation and potential customer confusion between the Plaid and Plaid+ rather than a 4680 production issue. Despite the Plaid+ cancellation, there's optimism that the standard Plaid's range might exceed the announced 390 miles. The episode also covers the departure of Jerome Guillen, Tesla's President of Heavy Trucking, and speculates on potential implications. Additionally, insights into the Tesla app's upcoming insurance features, including a safety rating system based on driving telemetry, and the potential for FSD subscriptions are shared. Updates on Gigafactory Berlin's equipment installation and Gigafactory New York's employment status round out the discussion. less
Rumor - Insane Tesla China Production in May
This video delves into recent rumors surrounding Tesla's production and delivery figures for May in China. The host meticulously analyzes two dis... moretinct sources: one suggesting 21.8K deliveries (up 88% MoM) and another from "Ray for Tesla" indicating 45K units produced (20K delivered, 25K exported). The analysis includes a historical comparison of the sources' accuracy, noting past variances but ultimately deeming the current figures plausible. The report also touches on Gigafactory Texas facing flooding and the repaving of Tesla's Fremont test track, potentially in anticipation of the Plaid Model S delivery event. The host expresses optimism about these production numbers, suggesting they could significantly boost Q2 totals and put Tesla on track to meet or exceed annual analyst expectations, even without factoring in potential contributions from Gigafactories in Texas and Berlin. less
Tesla China Orders Drop? Cause For Concern or Fake FUD?
This episode delves into a critical report suggesting a significant drop in Tesla's net new orders in China for May, causing a notable dip in TSL... moreA stock. The host, Rob Maurer, meticulously analyzes the report's credibility, breaking down the 'net new orders' metric and comparing it with historical sales data. While acknowledging the report's potential validity and the impact of recent negative publicity in China, Maurer argues against dismissing it outright as mere FUD (Fear, Uncertainty, and Doubt). He highlights that even with a halved order rate, Tesla's existing backlog and global production constraints mean they can likely absorb the impact by reallocating production to other markets like Europe. The review also touches upon Tesla's proactive legal stance against influencers and Elon Musk's cryptic tweets regarding Bitcoin, suggesting a complex interplay of market sentiment and company strategy. Other segments cover routine recalls, CATL's expansion plans, and exciting details about the Plaid Model S's confirmed quarter-mile time, positioning it as a production car record-holder. less
Is Tesla Taking Away Too Much? SEC Urged Tesla To Limit Musk, First Tesla Vision Reports
This episode of Tesla Daily delves into several key updates, with a significant focus on Tesla's controversial decision to remove adjustable lumb... morear support from the front passenger seats of the Model 3 and Model Y. While the host acknowledges customer disappointment, he largely defends Tesla's data-driven approach, suggesting the feature's low usage justifies its removal to manage costs and complexity. However, the communication of such changes is highlighted as an area for improvement. The review also covers the initial, mixed reports on Tesla's Vision-only Autopilot, drawing parallels to past transitions and advising patience. Other topics include the postponement of the Plaid Model S delivery event, AMD's supply agreement for infotainment systems in the new Model S/X, Elon Musk's comments on casting benefits, the SEC's past communications with Tesla regarding Musk's tweets, Tesla's trademark application for restaurant services, and impressive accident safety data showing Tesla vehicles involved in significantly fewer accidents per 10,000 vehicles compared to luxury competitors. less
Cheaper Teslas? All About The EV Tax Credit Proposal, Tesla Driver Monitoring, Semiconductor Fab?
This episode delves into a proposed overhaul of the US EV tax credit, highlighting significant potential changes. Key among these is the removal of th... moree per-manufacturer cap, a substantial benefit for Tesla. The proposal also introduces a new phase-out structure tied to market penetration (50% EV sales), a refundable credit system irrespective of tax liability, and a new commercial EV credit. Modifications include additional credits for US-assembled and union-made vehicles, and an $80,000 MSRP cap, which could impact Model S options. Notably, a provision to exclude Chinese-produced EVs and a potential requirement for US final assembly after 2025 are discussed. The reviewer suggests that, despite some stipulations like the union-made credit, the overall proposal would likely be a net positive for Tesla, accelerating EV adoption and potentially boosting US deliveries significantly. The episode also touches on NHTSA safety rating updates post-radar removal, Tesla's exploration of advanced semiconductor supply chain strategies including potential fab acquisition, and the activation of interior camera-based driver monitoring on new vehicles. Finally, it confirms delays for Plaid+ Model S orders to mid-2022 and reports strong April production numbers from Giga Shanghai. less
Tesla's Incredible Profitability - Pierre Ferragu & Rob Maurer Discuss Tesla
This discussion between Pierre Ferragu and Rob Maurer delves into Tesla's financial performance, particularly its profitability and operating lev... moreerage. Ferragu introduces a novel metric, 'cash return on operating assets,' which he argues is more insightful than traditional accounting measures for understanding Tesla's true economic value. He highlights Tesla's significant cost advantages over traditional automakers like BMW and Daimler, attributing them to manufacturing efficiency, direct sales, and innovation in areas like battery technology and software. Ferragu posits that Tesla's financial model is more akin to a semiconductor manufacturer like TSMC than a traditional car company, projecting strong future returns driven by increasing asset utilization. While acknowledging supply chain challenges, he remains optimistic about Tesla's ability to navigate them. The conversation also touches on Tesla's involvement in cryptocurrency, with Ferragu expressing a cautious but intrigued perspective, viewing it partly as a marketing strategy. Overall, the analysis reinforces a bullish outlook on Tesla, emphasizing its structural advantages and potential for sustained high profitability. less
Ford Electric F-150 Lightning Reveal Live Plus Reaction and Recap
Ford has officially unveiled the all-electric F-150 Lightning, marking a significant step in their electrification strategy. The presentation highligh... moreted the truck's capabilities, including its impressive acceleration (0-60 mph in mid-4 seconds), a maximum towing capacity of 10,000 pounds, and a payload capacity of 2,000 pounds. A standout feature is the 'Mega Power Frunk,' offering 400 liters of storage and exportable power. The F-150 Lightning also boasts intelligent backup power, capable of powering a home for up to three days with the extended range battery. While the reviewer noted the interior design, particularly the large center screen and physical knob, was not a personal favorite, they acknowledged the truck's overall competitiveness. The F-150 Lightning is positioned to appeal to a broad market, offering a more traditional truck aesthetic compared to competitors like the Cybertruck. Pricing starts at under $40,000, with targeted EPA ranges of 230 miles (standard range) and 300 miles (extended range). Production is slated to begin in Spring 2022. less
The Truth About Tesla Stock
This episode of Tesla Daily delves into the recent volatility of Tesla stock (TSLA), dissecting the misleading reports surrounding Michael Burry'... mores investment position. The host clarifies that Burry's "bet against Tesla" is based on put options, not a direct $530 million short, and the actual capital at risk is unknown and likely significantly less than reported. The review also addresses the narrative that Elon Musk's tweets about Bitcoin and Dogecoin are hindering Tesla's stock price, arguing this is an overly narrow perspective. The host posits that broader market trends, specifically the sector rotation away from growth stocks, are the primary drivers of TSLA's recent decline, drawing parallels with the performance of the ARK Innovation ETF. Additionally, the episode provides updates on Tesla's manufacturing advancements, including a new front casting for the Model Y at Giga Texas, Elon Musk's visit to Giga Berlin with a projected end-of-year production start, and a potential lap time record for a refreshed Model S Plaid Plus at Laguna Seca. Finally, it touches on Tesla Energy's virtual power plant project with Green Mountain Power and debunks rumors of a new battery supplier, EVE Energy. less
Musk Defends Bitcoin Decision, Will Tesla Start Mining? Plus Plaid Model S Breaks Record
The video discusses Tesla's recent decision to suspend Bitcoin as a payment method, with Elon Musk providing further defense by highlighting the ... morecryptocurrency's increasing energy consumption, particularly its reliance on fossil fuels. The reviewer expresses skepticism about Tesla entering the Bitcoin mining business, deeming it unlikely due to cost and efficiency concerns. A significant portion of the video is dedicated to debunking the 'pump and dump' theory surrounding Tesla's Bitcoin involvement. On a more positive note, the review covers the refreshed Plaid Model S setting a new quarter-mile record for production cars at 9.23 seconds, a feat potentially captured for Jay Leno's Garage. Additionally, the video touches on a milestone at Giga Texas with the first test casting using an 8800-ton press and provides an update from Credit Suisse regarding Tesla's sales in China, suggesting that a recent vehicle-breaking incident will have minimal impact. less
Tesla Entering $18B Credit Market? Tesla Suspends Bitcoin, Musk on FSD, April China Sales
This episode delves into several key Tesla-related news items. The discussion on China's April sales clarifies that the reported wholesale number... mores likely included approximately 14,000 exported vehicles, with around 12,000 domestic sales, suggesting a production slowdown for the Model Y. The report on Tesla's potential entry into the US renewable credit market is explored, with the author estimating a potential annual revenue of $50-$100 million if approved, though acknowledging uncertainties. A significant portion addresses Elon Musk's announcement suspending Bitcoin as a payment method due to environmental concerns, highlighting the environmental impact of Bitcoin mining and hinting at exploration of less energy-intensive cryptocurrencies. Updates on FSD Beta V9, including the removal of radar and a potential wide beta release in one to two months, are provided, alongside the possibility of FSD subscriptions rolling out soon. Brief updates on Giga Berlin's production timeline, Waymo and Cruise's autonomous service applications in San Francisco, and Toyota's conservative 2030 EV strategy conclude the episode. less
What Is Going On With Tesla China Sales?
The video addresses the confusion surrounding Tesla's April sales figures in China, as reported by the China Passenger Car Association (CPCA). Th... moree primary conflict lies in whether the reported 25,845 wholesale sales figure includes the 14,174 exported vehicles. One interpretation, supported by some reports and the cumulative Q1 sales, suggests a total of around 40,000 units (domestic + export). However, a conflicting report from '42 how,' citing Tesla China PR and the CPCA, claims the export number is already included in the wholesale figure, resulting in approximately 26,000 total units. The reviewer leans towards the higher figure (around 40,000), citing the CPCA's separate reporting of wholesale and export numbers for other manufacturers like SAC Passenger Vehicles, where exports exceeded domestic sales, indicating they are distinct figures. The video also briefly touches on a Reuters report about Tesla halting land acquisition for Shanghai expansion due to US-China tensions, which is countered by other sources. less
Jim Cramer and Rob Maurer Discuss Tesla Stock's Reaction to Q1 Earnings and Key Takeaways
This discussion between Jim Cramer and Rob Maurer delves into Tesla's Q1 earnings, offering a nuanced perspective beyond the initial stock reacti... moreon. While the market showed a muted response, Maurer highlights that Tesla beat expectations, driven partly by one-time items like regulatory credits and Bitcoin sales. He clarifies that after backing out these factors, Tesla's core earnings were around $400 million, and importantly, gross margins (excluding credits) showed sequential growth, indicating underlying operational strength, particularly in Model 3 and Y. The conversation addresses concerns about Elon Musk's stock-based compensation and deferred revenue from Full Self-Driving, explaining how these impact reported figures. Maurer also defends Tesla's decision to sell a portion of its Bitcoin holdings as a prudent move to test liquidity and realize profits, emphasizing the company's continued long-term commitment to the cryptocurrency. The discussion touches on Musk's ambitious targets, such as outselling Toyota's best-selling vehicle, and the challenges faced by Tesla Solar's pricing and installation complexities. Finally, the impact of the semiconductor shortage is analyzed, with Maurer noting Tesla's agility in pivoting to new chip suppliers, mitigating production losses more effectively than traditional automakers. less
Tesla Earnings Call Q1-21 + Reaction/Analysis (TSLA)
Tesla's Q1 2021 earnings call highlighted record production and deliveries, surpassing $1 billion in non-GAAP net income. Elon Musk noted a signi... moreficant shift in customer perception towards EVs, with demand exceeding seasonal expectations. The Model 3 was recognized as the world's best-selling luxury sedan, surpassing the BMW 3 Series. Musk expressed confidence that the Model Y will become the best-selling car globally, likely by 2022. Significant progress was reported on Full Self-Driving (FSD), though acknowledged as a complex AI challenge. Supply chain issues, particularly the chip shortage and difficulties scaling production in China, presented considerable headwinds. The call also addressed challenges in the Model S and X Plaid program, including delays in revised interior and new component integration, with deliveries expected to ramp in the coming months. The company is progressing with new factories in Texas and Berlin, aiming for initial limited production this year. The energy business, particularly solar roof installation bottlenecks and Powerwall integration, was also discussed, alongside Tesla's investment in Bitcoin and its potential as a liquid asset. less
What To Expect From Tesla Earnings - Q1 2021
This video provides a detailed preview of Tesla's Q1 2021 earnings report, focusing on financial projections rather than vehicle specifics. The h... moreost, Rob Maurer, meticulously breaks down his expectations for revenue, profitability, and operating expenses, highlighting key metrics like automotive gross margin (excluding credits) as a crucial indicator of the company's underlying performance. A significant point of discussion is the expected drop in automotive revenue due to the refresh and limited production of Model S and X, which is anticipated to lower the average selling price. Maurer also anticipates a decrease in regulatory credits and a potential drag on margins from the ramp-up of the Model Y in Shanghai. He expresses optimism regarding a strong return to operating margins, largely driven by a projected decrease in stock-based compensation and operating expenses compared to previous quarters. While the video touches on Bitcoin's impact and potential announcements like the Cybertruck or Dojo, the core focus remains on the financial health and operational efficiency of Tesla's core businesses. less
Tesla Bull Case by Rob Maurer Presented at Benzinga Cleantech Conference (TSLA Stock)
Rob Maurer, founder of Tesla Daily, presented a compelling bull case for TSLA stock at the Benzinga Cleantech Conference. He addressed common criticis... morems, including overvaluation and reliance on regulatory credits, by dissecting Tesla's profitability. Maurer highlighted that while regulatory credits contributed significantly in 2020, other factors like interest expense (which Tesla could eliminate) and deferred revenue (especially from Full Self-Driving) significantly bolster underlying profitability. He also pointed out that stock-based compensation, while high in 2020 due to Elon Musk's compensation plan, is a non-cash expense that will diminish over time. Maurer emphasized that comparing Tesla solely as an automaker is a mistake, given its integrated business model encompassing manufacturing, charging infrastructure, software, and energy storage. He showcased Tesla's impressive growth, outpacing Amazon's early trajectory, and its ambitious production targets. While acknowledging competition, Maurer argued that the EV market is far from saturated, and Tesla's efficiency, particularly in battery technology, gives it a significant advantage. He identified Artificial Intelligence and Project Dojo as particularly exciting future catalysts for the company. less
Questions for Tesla / Elon Musk on Earnings Call, Tesla Shanghai Protest, TSLA Price Target
This episode of Tesla Daily focuses on pressing questions for Tesla's upcoming Q1 earnings call, with a particular emphasis on AI and Dojo's... more potential as a business line, and the ongoing challenges with Solar Roof production. The host expresses skepticism about Tesla raising its 2021 shipment guidance despite Q1 results, citing the company's historical vagueness on future projections. The discussion also covers a protest at the Shanghai Auto Show, where a woman claims faulty brakes on her father's Model 3, though official reports indicate the father was at fault due to speeding. The host downplays concerns about this incident, noting a lack of similar reports. Additionally, the episode touches on a Texas crash, clarifying fire department reports about the incident's duration, and a price target increase for TSLA stock. Overall, the content prioritizes investor-focused questions and market analysis over deep dives into vehicle specifics. less
Tesla Cybertruck at Giga Texas, Huawei Autonomy, SpaceX Awarded HLS by NASA
This episode provides updates on Tesla's Cybertruck, Huawei's autonomous driving technology, and a SpaceX/NASA announcement. The Cybertruck ... moresighting at Giga Texas is noted, with the prototype still featuring door handles and the yoke steering wheel. While Elon Musk's tweets focused on Model Y production, the reviewer expresses a desire for clearer communication regarding Cybertruck delivery timelines. The video then delves into Huawei's autonomous driving demo, highlighting its use of lidar, a key differentiator from Tesla's approach. The reviewer acknowledges Huawei's impressive city driving performance in the demo but cautions that it's a curated showcase and notes potential restrictions on Huawei's operations outside China. The episode concludes with a look at Tesla's stock performance and anticipation of the NASA Human Landing System announcement. less
Tesla's Neural Networks, Autonomous Driving, and Computer Vision with James Douma
This episode delves deep into the technical underpinnings of Tesla's autonomous driving ambitions, focusing on neural networks and computer visio... moren. The discussion highlights the historical challenges and breakthroughs in AI, particularly the transformative impact of deep learning since 2012. The reviewer emphasizes how neural networks enable computers to 'see' and interpret images like humans, a capability crucial for self-driving vehicles. Tesla's strategic bet on cameras and neural networks as a sufficient sensor suite for FSD is presented as a significant differentiator. The technical explanation of how neural networks function, including convolutional operators, layers of abstraction, and the backpropagation learning process, is detailed. While the video doesn't focus on a specific Tesla model's driving experience, it provides a comprehensive overview of the technology powering Tesla's FSD system, underscoring its potential for continued scaling and improvement. less
Tesla Stock Reacts to Delivery Beat - What Is Wall Street Missing? + Apple CEO on Musk/Tesla, Shanghai
The video provides a comprehensive analysis of Tesla's Q1 delivery and production report, highlighting that despite a seemingly modest 2% quarter... more-over-quarter growth, the underlying fundamentals remain exceptionally strong. The presenter effectively counters critical arguments by normalizing delivery numbers and accounting for the impact of the Model S and X refresh, as well as external headwinds like chip shortages and production shutdowns. The review emphasizes Tesla's ability to navigate these challenges and still achieve record deliveries without incentives, signaling robust demand. Analyst reactions are detailed, with most raising price targets, though some express caution regarding valuation and continued growth demonstration. The report also touches upon strong Model Y demand in China, potential expansion at Giga Shanghai, and Apple CEO Tim Cook's comments on Tesla. Finally, it contrasts the upcoming Mercedes-Benz EQS with Tesla's Model S, concluding that the EQS poses a greater threat to Lucid than Tesla due to powertrain and battery cost advantages. Overall, the video presents a bullish yet grounded perspective on Tesla's performance and future prospects. less
Tesla Beats Q1 Deliveries & Production! Plus Q&A on TSLA Stock, Full Year Outlook, & More
Tesla's Q1 2021 delivery and production report significantly exceeded expectations, with production reaching 180,338 vehicles (primarily Model 3 ... moreand Model Y) and deliveries hitting 184,800. This marks the first time in company history that Q1 deliveries have surpassed production, largely due to a higher-than-usual inventory draw from Q4 2020. The analyst highlights that this strong performance indicates successful ramps for the Model Y in both Fremont and Shanghai, and positions Tesla favorably to potentially achieve Elon Musk's goal of producing and delivering one million vehicles in 2021. While Model S and X production was minimal, the overall numbers suggest Tesla is on track to surpass street consensus estimates for the year. The report also touches upon potential impacts on earnings, stock price, and the growing importance of software revenue, particularly FSD, alongside automotive margins. less
Will Tesla Beat Delivery Estimates? Q1-21 + Massive Infrastructure Plan
This video primarily focuses on financial and infrastructure news related to Tesla, rather than a detailed vehicle review. It discusses Tesla's Q... more1 2021 delivery and production estimates in comparison to Wall Street's consensus. Additionally, it covers President Biden's infrastructure plan, highlighting its focus on electric vehicles and clean energy. While the video touches upon Tesla's broader market position and future, it does not delve into specific vehicle features, performance, or provide a verdict on any particular Tesla model. Therefore, it's more of an investment and industry analysis than a car review. less
Edmunds Defends Tesla Range Tests - Interview w/ Editor-in-Chief
Edmunds Editor-in-Chief Alistair Weaver joins Rob Maurer to discuss Edmunds' EV range testing methodology and recent findings, particularly conce... morerning Tesla vehicles. Weaver defends their consumer-first approach, emphasizing real-world testing conditions over laboratory-based EPA figures. He highlights that while other brands consistently exceed EPA range estimates in their tests, Teslas often fall short, though he clarifies this doesn't make Tesla a bad choice but rather provides crucial consumer information. The discussion delves into the impact of temperature variations on range, the concept of range buffers, and why Edmunds continues to test down to zero indicated miles. Weaver asserts that their methodology aims to provide a realistic expectation for consumers, acknowledging that real-world conditions, including temperature and driving style, significantly affect range. While acknowledging the potential for Tesla to exceed EPA range with a buffer, Edmunds maintains its consumer-focused approach by not including this buffer in its reported figures, deeming it variable and not something consumers should rely on. less