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 8 of 16.
Musk Rallies Employees During Very Tough Quarter
This episode of Tesla Daily provides a comprehensive overview of recent developments, focusing heavily on Elon Musk's internal communications reg... morearding a challenging quarter marked by supply chain and production issues, particularly in China. The review highlights positive production milestones at the Fremont factory and a ramp-up at the Berlin facility, with the latter producing nearly 1,000 cars in a week. The transcript also touches upon the significant demand for the Model Y in Australia, New Zealand, Singapore, and Japan, leading to extended wait times. On the battery front, the video discusses Tesla's 4680 cell production rate, which is reportedly at 1 million cells per month, and LG Energy Solution's investment in 4680 battery production. Market analysis includes the impact of potential Federal Reserve rate hikes and a downgrade in Tesla's stock price target by RBC, though the rating was upgraded to 'outperform'. The episode also addresses potential Bitcoin impairment losses for Tesla and the launch of a virtual power plant pilot project in Texas. Finally, it notes automakers' requests for EV incentive extensions and SpaceX's progress with FAA approval for Starship launches. less
Tesla Announces 3-1 Stock Split Plus More 4680 Info
The video discusses Tesla's announcement of a 3-for-1 stock split, contingent on shareholder approval, aimed at increasing stock accessibility fo... morer retail investors and providing flexibility for employees. The presenter expresses satisfaction with this ratio, noting it allows for future splits, unlike a potentially higher split that might have targeted Dow Jones index eligibility. The report also touches upon the higher-than-expected CPI numbers, suggesting a potential 75 basis point interest rate hike by the Fed. Additionally, details emerge regarding the 4680 battery pack in the Texas-made Model Y, estimated at 69.1 kWh, contributing to a weight reduction of approximately 143 pounds compared to the Long Range version. This weight saving is attributed to both reduced battery capacity and structural improvements like the front casting and structural pack. Finally, the video mentions the opening of Model Y design studios in new countries and an update on FSD Beta 10.13, with Elon Musk indicating a two-week release and a focus on roundabouts. less
Musk Preps Tesla For Nutty Quarter, China Production Analysis, New 4680 Info
This episode of Tesla Daily provides a comprehensive overview of recent developments impacting Tesla and the broader EV market. The discussion highlig... morehts Elon Musk's internal memo urging preparation for a "nutty" quarter due to production challenges, particularly in Shanghai. The analysis of China's May production figures and June targets suggests a significant ramp-up, though still below previous quarter levels. A key segment delves into the performance of the new 4680 battery Model Y from Giga Texas, noting promising peak charging rates but an earlier-than-expected taper. The "50D" labeling on the mobile app is discussed, with the reviewer concluding it likely refers to efficiency rather than a 50 kWh battery. The NHTSA's upgrade of its Autopilot investigation to an engineering analysis is a major point, focusing on driver inattentiveness and potential system defects. Positive news includes a UBS upgrade to 'Buy' for TSLA stock, driven by expectations of Shanghai's ramp-up and margin growth, despite lowered 2022 earnings forecasts. The report also touches on KBB's findings of slightly falling Tesla prices month-over-month but significant year-over-year increases, and notes Tesla's entry into Australia with the Model Y, contrasted with Switzerland's capping of EV incentives. The episode concludes with clarifications on Berlin's manufacturing equipment and an update on US EV charging infrastructure plans. less
Major Tesla Supply Chain News Plus Texas Model Y Deliveries Begin
This episode of Tesla Daily provides a comprehensive update on several key areas. The confirmation of BYD supplying batteries to Tesla, particularly t... moreheir blade batteries, is a significant supply chain development, though not entirely new to avid listeners. The report highlights the commencement of customer deliveries for the Texas-made 4680 Model Y, noting its April production date and EPA-estimated range. A key point of discussion is the efficiency of these new 4680 vehicles, which appears to be on par with existing models, raising questions about potential software limitations or battery energy density. The potential expansion of 4680 Model Y orders beyond Texas is also noted as positive news. Furthermore, the episode details a multi-billion dollar contract with Samsung for higher-resolution camera modules, hinting at future advancements in Tesla's autonomous hardware. Updates on Tesla's Shanghai production exiting its closed-loop system and anticipation for May sales data from CPCA are also covered. Finally, the report touches on Twitter's plan to provide data to Musk and progress on Giga Press shipments, concluding with European Parliament's vote to support zero-emission road mobility by 2035. less
New Cybertruck Interior + Billion Dollar Revenue Recognition?
This episode delves into new interior photos of the Tesla Cybertruck, revealing updates since its prototype stage. Key changes include a revised dashb... moreoard with a second screen (similar to Model S/X), a covered center console with likely wireless charging, and subtle seat piping. The exterior also shows updated door handles and a potentially smaller wiper. Beyond the Cybertruck, the FSD Beta program has seen significant expansion, potentially doubling its user base, which raises questions about Tesla's ability to recognize deferred revenue. The report also touches on broader market news, including Target's inventory adjustments, Elon Musk's financing hold on the Twitter deal, Tesla's pushback against a California lawsuit, updates on the IDRA Giga press, and challenges faced by Volkswagen's software development. Dealer markups on the Ford F-150 Lightning and a Starlink IPO update are also briefly covered. less
Tesla Lithium Contract, Musk's Twitter Filing, Rivian Investor Update
This episode of Tesla Daily provides a comprehensive market and company update, focusing on Tesla's finalized lithium supply contract with Lionto... morewn, Elon Musk's ongoing dispute with Twitter over bot data, and Texas's EV incentive program excluding Tesla. The reviewer highlights the significance of the lithium contract, noting it's an update on a previously discussed agreement and will supply enough material for approximately 200,000 vehicles annually starting in 2024. The analysis of the Twitter situation leans towards Musk using the bot data dispute as a tactic to negotiate a lower acquisition price, while also noting the Texas Attorney General's investigation into Twitter. Other key updates include Tesla's FSD Beta expansion, the Elkhorn battery project coming online, and an updated Supercharger map showing planned locations in Ukraine. The review also touches upon Apple's next-generation CarPlay, which shows a convergence with Tesla's design philosophy, and Rivian's shareholder letter, interpreted as a move to conserve cash and extend their runway. Overall, the episode offers a detailed look at various industry developments impacting Tesla and its competitors. less
Tesla Layoffs As Elon Musk Has Super Bad Feeling About Economy
This episode of Tesla Daily focuses on the significant news of Tesla's recent layoffs, triggered by Elon Musk's "super bad feeling"... more; about the economy. The host clarifies that the reported 10% layoff figure is misleading, emphasizing that it applies only to salaried staff and is likely less than 5% of the total workforce. Crucially, headcount in production roles (building cars, battery packs, installing solar) will increase, suggesting a strategic shift rather than a broad cutback. The review highlights that this move, coupled with Musk's economic concerns, is seen as a positive for the company's stock performance from an investing perspective, despite the unfortunate nature of layoffs. The episode also touches upon Tesla's AI Day postponement, the resurfacing of an old referral program, a bleak May auto sales report for non-Tesla manufacturers, and Cruise's upcoming commercial autonomous vehicle operations in San Francisco. The overall sentiment is that while the layoffs are impactful, they are a calculated business decision and not as severe as initially reported, with Tesla remaining poised for growth. less
Is the Tesla Selloff Finally Over?
This episode of Tesla Daily focuses on the recent rally in TSLA stock and its potential implications for the remainder of the year. The host analyzes ... morehistorical stock performance, noting that the second half of the year has historically been stronger for Tesla, even when excluding outlier years. A key takeaway is that despite a poor start to the year, Tesla has a strong track record of recovery in the latter half. The review also covers a Credit Suisse note maintaining an outperform rating and a $1,125 price target, despite lowering delivery expectations due to Shanghai lockdowns. Production figures from Giga Shanghai show a promising ramp-up after adding a second shift. The discussion touches on a study suggesting Tesla drivers are significantly less likely to crash than when driving other vehicles, though EVs generally face higher acceleration risks. JD Power data indicates a modest increase in EV consideration among car shoppers, with a slight decline in interest within the premium segment. Finally, leadership changes at Rivian and Lucid are noted as challenges for new EV startups. Overall, the outlook for Tesla is presented as cautiously optimistic, with a strong Q3 anticipated. less
FSD Beta 10.12.1 Downtown Milwaukee Drive
This video showcases a drive with Tesla's FSD Beta 10.12.1 in downtown Milwaukee, highlighting its navigation through complex scenarios like cons... moretruction zones, roundabouts, and busy intersections. The reviewer notes significant improvements in confidence and decisiveness, particularly in turns and roundabout navigation, with the first roundabout experience being exceptionally positive. However, the drive was not without its challenges, including instances of hesitation, navigation-induced confusion leading to incorrect lane choices or unexpected detours, and some less-than-ideal interactions with cross-traffic and pedestrians. The reviewer emphasizes that while progress is evident, especially in handling construction and roundabouts, the system is still imperfect and can be hampered by navigation issues. Despite some frustrating moments, the overall sentiment is positive, indicating a step forward for FSD Beta. less
Tesla Just Disclosed Major Competitive Advantages in Impact Report
This video provides a comprehensive overview of Tesla's latest annual impact report, highlighting key disclosures and competitive advantages. The... more report details Tesla's ambitious 2030 goals of producing 20 million vehicles annually and 1.5 TWh of battery storage. Significant focus is placed on the potential impact of Tesla's products on global emissions, particularly in transportation and energy. The report also sheds light on Tesla's growing workforce, noting over 3 million applicants and a significant increase in employee numbers, while also acknowledging ongoing challenges with work-life balance. Safety advancements are a major theme, with data showing reduced collision rates correlating with higher safety scores and impressive improvements in active safety features, especially with the vision-only system. Environmental impact is further reinforced by the report's data on lifetime emissions for Model 3 and Model Y, which are significantly lower than ICE vehicles, especially when solar-charged or used in ride-sharing. The report also touches upon factory efficiency, water usage, supercharger uptime, and recycling efforts, underscoring Tesla's integrated approach to sustainability and technological advancement. less
I Was Wrong! Plus: Musk Margin, Tesla Stock Split Delay?
This episode of Tesla Daily focuses on recent SEC filings and market news, particularly Elon Musk's stock sales for the Twitter acquisition. The ... morehost admits being wrong about Musk not selling shares, detailing the approximately $8.5 billion sold and clarifying that no further sales are planned. The discussion delves into the complexities of potential tax liabilities and how the cash raised might be used for Twitter's equity financing, emphasizing that other investors are expected to be involved. The video also addresses an amended 10-K filing, noting potential inaccuracies in pledged collateral share numbers and questioning their impact on margin call risks. Updates on Giga Shanghai's production capacity and Fremont's Q2 outlook are provided, with the host expressing skepticism about overly optimistic reports. Finally, the episode touches on an upcoming FSD Beta update and funding from the infrastructure bill for battery supply chains, concluding with a look at the upcoming FOMC meeting. less
Tesla Q1 Earnings Call 2022
This Tesla Q1 2022 Earnings Call transcript reveals a company navigating significant global supply chain challenges, including COVID-related shutdowns... more in Shanghai. Despite these headwinds, Tesla achieved record vehicle deliveries and financial results, including a 32.9% automotive gross margin. Management highlighted the impact of higher pricing on financials, driven by a growing backlog, while also noting increased per-unit vehicle costs due to inflation, raw materials, and logistics. The company remains confident in its 50% annual growth target for 2022, with Elon Musk expressing optimism for a potential 60% increase. Key future developments discussed include the dedicated robo-taxi, expected in volume production by 2024, and the Cybertruck, slated for production next year. The call also touched upon the ongoing development of the 4680 battery cells, with expectations of competitiveness by year-end and superiority next year, and strategies to secure raw materials, particularly lithium, by potentially assisting the industry. The company is also accelerating investments in its Supercharging network and expanding Tesla Insurance offerings. less
Tesla Reports Huge Q1 Earnings Beat
Tesla's Q1 2022 earnings report exceeded expectations, with the company reporting record operating profit and significant beats on revenue and ma... morergins. Despite persistent supply chain challenges, including chip shortages and raw material price increases, Tesla demonstrated strong cost control. The automotive gross margin, even excluding regulatory credits, was a standout figure, indicating robust operational efficiency. The report also highlighted key production milestones, such as the start of Model Y deliveries from Gigafactories in Berlin and Texas, and the first use of in-house 4680 battery cells. While solar deployments saw a significant year-over-year drop due to import delays, energy storage and services showed growth. The company's financial health remains strong, with near-zero debt and substantial free cash flow. The reviewer expressed optimism about Tesla's long-term prospects, emphasizing the company's ability to manage R&D spending and its potential to lower retail prices in the future as production scales and costs decrease. less
Tesla Looks Set to Surprise for Q1 Earnings
This video provides a detailed preview of Tesla's Q1 2022 earnings report, with the host, Rob Maurer, expressing optimism for a significant beat ... moreagainst analyst consensus. Maurer highlights increased average selling prices, driven by a mix shift towards higher-trim and long-range models, as well as the continued impact of 2021 price increases. He also anticipates lower operating expenses due to the non-recurring CEO payroll tax and the winding down of Elon Musk's stock-based compensation plan. While acknowledging uncertainties like the ramp-up of Giga Berlin and supply chain challenges, Maurer's forecast suggests a strong performance, particularly in automotive gross margin. Key discussion points for the earnings call include the potential presence of Elon Musk, updates on 4680 cell and Giga Berlin ramps, and the status of the Shanghai factory and broader supply chain. less
Musk Likes $4,600 TSLA Price Target, Talks Extreme Scale & Tesla AI
This episode of Tesla Daily provides a comprehensive update on recent Tesla news and interviews with Elon Musk. The host highlights key discussions fr... moreom Musk's appearances at Giga Texas and the TED conference, focusing on ambitious battery production targets for Giga Texas (exceeding 100 GWh annually within a few years) and clarifying Musk's 30 TWh installed capacity goal as distinct from annual production. Progress on Full Self-Driving (FSD) beta, with over 100,000 users, and the development of AI and the Tesla Bot are also covered. The review touches on Musk's perspective on the SEC's "funding secured" saga and his vision for SpaceX and Neuralink. Significant factory updates include reports on Giga Shanghai's production restart under a closed-loop system and Giga Berlin's ramp-up to 350 Model Ys weekly, targeting 1,000 by month's end. The episode also discusses ARK Invest's $4,600 price target for TSLA by 2026, with the host expressing skepticism about the model's assumptions. Finally, the removal of the mobile connector as standard equipment is debated, with the host agreeing with Tesla's intent to reduce waste despite acknowledging implementation shortcomings. less
Elon Musk Just Tried To Buy Twitter For $43B
This video provides a breaking news analysis of Elon Musk's $43 billion offer to acquire Twitter. The host, Rob Maurer, details the offer, its te... morerms, and potential implications for both Twitter and Tesla. Key points include the $54.20 per share all-cash offer, a 54% premium over the January 28th closing price, and the contingencies for the deal, such as regulatory approval and financing. Maurer discusses the potential impact on Tesla's stock, noting a pre-market dip due to concerns about financing, but also highlights expert opinions suggesting Musk can secure funds without selling significant Tesla shares. The review also touches on the potential for Twitter to become a private company, undergo changes, and potentially relist at a higher valuation, suggesting it could be a profitable investment for Musk. A significant concern raised is the potential distraction for Musk's time, though Maurer posits that Musk's proven capabilities might mitigate this. The video concludes by noting the mixed but generally supportive public reaction to the offer and speculates on Twitter's board considerations, including the risk of Musk starting a competitor if the offer is rejected. less
Tesla's New Vehicle Has Insane Margin Potential
This episode delves into Tesla's financial resilience amidst macroeconomic shifts, particularly inflation and supply chain disruptions. The revie... morewer highlights the mixed CPI report, noting that while overall inflation remains high, core inflation excluding food and energy shows signs of moderation. A significant point is the sharp decline in used car prices, suggesting a potential shift in the new vehicle market. The discussion then focuses on the upcoming all-wheel-drive Standard Range Model Y from Giga Texas, with an estimated price of $59,990. The reviewer projects potentially "insane" margins for this variant once production scales, especially with the 4680 battery technology, assuming Tesla can maintain pricing and achieve economies of scale. The video also touches on Tesla's strong cash position and low debt, which provides a significant buffer against uncertainties like the Shanghai factory shutdown. Updates on competitors include Honda's electrification plans and Toyota's bZ4X, both presented as less compelling than Tesla's trajectory. less
Major Takeaways From Tesla Cyber Rodeo + China Updates, Musk Rejects Twitter Board
The Cyber Rodeo event at Giga Texas was a significant milestone celebration for Tesla, highlighting the company's massive scale and ambitious gro... morewth plans. While the event itself was praised for its execution and production value, it offered few truly new revelations. Key takeaways included confirmation of a dedicated Tesla Robo Taxi and hints at further unannounced roadmap items. A notable development was the first sighting of a Texas-made Model Y, identified as a Standard Range AWD variant with a 279-mile EPA range, likely utilizing 4680 battery cells. The Cybertruck was also showcased, revealing its self-presenting doors, similar to the Model X. On the operational front, Tesla's Shanghai plant faces continued disruption due to China's COVID-19 policies, impacting March production, though Fremont's output remained strong. Price increases for the Model 3 Long Range and Performance variants were also noted. The review also touches on Elon Musk's decision not to join Twitter's board, allowing him greater flexibility in acquiring shares. less
Live at Tesla Cyber Rodeo
This live stream from the Tesla Cyber Rodeo event offers a raw, unedited glimpse into the factory floor and the atmosphere of the gathering. The revie... morewer navigates through the event, highlighting attractions like bull riding, roller skaters, and displays of manufacturing components, including a Giga Press. A significant portion of the stream is dedicated to the reviewer's attempt at riding a mechanical bull, which is humorously described as a "shameful performance." While the video provides a sense of the event's scale and some manufacturing insights, the primary focus shifts to the reviewer's personal experiences and interactions rather than a deep dive into vehicle specifics. The stream is plagued by technical difficulties, including poor audio and video quality due to wind and Wi-Fi issues, which detract from the overall viewing experience. less
Elon Musk Just Acquired Massive Twitter Stake - What You Should Know
This episode of Tesla Daily focuses primarily on Elon Musk's significant acquisition of a 9.2% stake in Twitter, making him the largest individua... morel shareholder. The host details the SEC filing (Form 13G) and discusses the implications, noting that Musk acquired the shares prior to his widely publicized Twitter poll on free speech. The review speculates on Musk's potential influence on Twitter's strategy, differentiating between a passive investor filing (13G) and one indicating intent to influence control (13D). The episode also touches upon Tesla-specific news, including the stock's rally following a delivery report, the scheduling of the Q1 earnings call, ongoing production halts at Giga Shanghai with uncertain restart dates, preparations for the Giga Texas Cyber Rodeo event, a minor FSD Beta update, and Musk's comments on Supercharger margins aiming for a 30% gross margin. A partnership between Polestar and Hertz to purchase up to 65,000 vehicles is also highlighted. The host concludes by addressing viewer feedback regarding his perceived somber tone during the delivery report livestream, clarifying that his reaction is based on objective analysis rather than emotional response to forecast deviations, and reiterates that Q1 was a strong quarter for Tesla, likely its weakest of the year. less
Former Tesla Board Member Steve Westly on Elon Musk, Tesla, and Venture Capital
Steve Westly, former Tesla board member and founder of The Westly Group, shares his unique insights into Tesla's journey and the broader automoti... moreve and energy industries. Westly highlights Elon Musk's visionary leadership, comparing him to Thomas Edison and Steve Jobs, and emphasizes Tesla's disruptive impact on conservative industries. He details his personal involvement, from knowing Musk before Tesla to joining the board, and underscores the company's strategic advantages in battery production, direct sales, and over-the-air services. Westly critiques the high valuations of EV startups like Rivian and Lucid, contrasting them with Tesla's established scale and profitability. He also discusses the competitive landscape, identifying Volkswagen and Chinese manufacturers (NIO, BYD) as credible challengers, while noting Ford's recent strategic split as a necessary, albeit late, move. The conversation extends to Tesla's energy business, autonomous driving technology (advocating for lidar despite Musk's stance), and the future of mobility, predicting a significant reduction in car sales due to autonomous ride-hailing. Westly also touches on California's economic resilience and the emerging trend of green supply chain traceability. less
Tesla's Next New Gigafactory + Musk Investigated For Insider Trading
This episode of Tesla Daily provides a comprehensive overview of recent developments impacting Tesla and the broader automotive industry. The host, Ro... moreb Maurer, discusses the geopolitical implications of the Russia-Ukraine conflict on supply chains, particularly for materials like aluminum and nickel, while maintaining a confident outlook on Tesla's resilience. A significant portion is dedicated to an exclusive Reuters report suggesting Tesla plans to begin work on a new Shanghai plant as soon as next month, potentially doubling production capacity to 2 million vehicles annually. The review also clarifies the status of Gigafactory Texas Model Y EPA approval, emphasizing it's a standard procedure and not a final hurdle. Additionally, it covers a rumor of Gigafactory Berlin surpassing 1,000 Model Ys produced and details the court's response to Tesla's letters concerning the SEC, which was largely unfavorable. Finally, the episode highlights candid remarks from Ford CEO Jim Farley, who acknowledges Tesla's significant competitive advantages and the challenges Ford faces in transitioning to EVs. The review concludes by noting the NHTSA's investigation into unintended automatic emergency braking for Honda vehicles, drawing parallels to Tesla's own investigation. less
SEC Leaked Tesla Investigation Info Claims Tesla and Tesla's Software Advantage
This episode of Tesla Daily delves into a complex SEC investigation involving Tesla, with Tesla alleging SEC retaliation and information leaks followi... moreng their complaint about the delayed distribution of settlement funds. The SEC denies issuing subpoenas as Tesla claims, leading to a semantic dispute. Tesla's legal team asserts the SEC is retaliating against their First Amendment rights, a serious accusation supported by Elon Musk's "corruption onion" comment. The report also debunks a Bloomberg article on Giga Berlin's water supply, clarifying it's sufficient for current operations. Other updates include Tesla registering an insurance company in Germany, a temporary Model S production halt for minor upgrades, and positive news on Model Y deliveries in the UK and strong resale value in China. The Aptiv CEO's comments highlight Tesla's unique software development advantage, contrasting with other OEMs' struggles in vertical integration. A potential CATL R&D center near Giga Shanghai and a minor incident at the Moss Landing energy project are also noted. less
New Tesla 4680 Battery Info Plus New Model Y, China Production
This episode of Tesla Daily provides a comprehensive update on Tesla's manufacturing and production efforts. The review highlights the spotting o... moref new Model Y Performance vehicles at Giga Texas, suggesting progress towards customer deliveries, potentially in April. Significant attention is given to the 4680 battery production at the Fremont pilot plant, with reported yields of 92% on January 22nd, a notable improvement from previous estimates. However, the low daily production volume of accepted cells raises concerns about the pace of scaling. The report also details strong January sales and record production from Giga Shanghai, despite a shortened selling period due to the Spring Festival. Other updates include BYD's rumored supply of blade batteries, expansion of non-Tesla Supercharging in the Netherlands, price increases for Model Y paint in Germany, and an increased price target for TSLA from Piper Sandler. The episode concludes by noting the significant increase in EV advertisements during the Super Bowl and a surprising interaction with Elon Musk on Twitter regarding a podcast appearance. less