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 1 of 16.
Live: Tesla Q3 Earnings Call 2025
This Q3 2025 earnings call transcript reveals Tesla's strategic focus on integrating Artificial Intelligence into its core operations and future ... moreproducts. Elon Musk highlighted Tesla's leadership in 'real-world AI,' emphasizing the potential of Full Self-Driving (FSD) and the upcoming Optimus robot as transformative. Musk expressed confidence in expanding vehicle production, driven by the clarity on achieving unsupervised FSD, and noted significant progress in the energy sector with battery storage solutions like the Megapack. The CFO, Vaibhav Taneja, corroborated strong financial performance, with record deliveries and deployments, particularly for the Model Y, and highlighted the growing demand for energy storage solutions. Key discussions also revolved around the progress of the robotaxi service, the development of AI chips (AI5), and the ambitious manufacturing plans for Optimus, aiming for massive scale. While acknowledging the immense challenges in developing Optimus, Tesla's vertical integration and AI expertise position it uniquely. The call underscored Tesla's mission of 'sustainable abundance' through technological advancement. less
Live: Tesla Q3 Earnings Report Coverage and Analysis (Q3-25)
Tesla's Q3 2025 earnings report reveals a strong quarter with record vehicle deliveries and energy storage deployments, leading to record revenue... more and free cash flow. The company launched new, more affordable 'Standard Range' variants of the Model 3 and Model Y, aiming to increase accessibility, particularly following the expiration of US EV tax credits. While automotive revenue saw a year-over-year increase, gross margins in this segment were the best in the last 12 months, despite the introduction of lower-priced models. The energy storage and services businesses also demonstrated significant growth, achieving record gross margins and deployments. The report highlights Tesla's continued investment in AI and autonomy, with advancements in FSD supervised and the upcoming Cyber Cab and Optimus robot. Despite a year-over-year decrease in operating income due to increased operating expenses, primarily in R&D and AI projects, the company maintains a strong cash position and is prudently investing in future growth areas. The outlook remains focused on scaling core hardware, leveraging AI for services, and preparing for volume production of new products like the Tesla Semi and Cyber Cab in 2026. less
Live: Tesla Q2 Earnings Call 2025
Tesla's Q2 2025 earnings call highlighted significant advancements and strategic shifts, with a strong emphasis on autonomy as the core driver of... more future value. Elon Musk detailed the successful launch of robo taxi services in Austin, with plans for rapid expansion across the US, aiming to cover half the population by year-end, subject to regulatory approvals. Model Y's continued success as a global best-seller was noted, with autonomy cited as a key selling point, though regulatory hurdles for FSD in Europe and China remain. The company is also pushing for a 10x increase in Full Self-Driving (FSD) parameter count and is evolving the Optimus robot design, targeting a million units per year within five years. Financials were impacted by the IRA credit repeal and tariff increases, leading to a slower-than-expected ramp of the lower-cost model. Despite near-term challenges, Tesla remains focused on long-term investments in AI, robotics, and energy, positioning itself for future growth. less
Live: Tesla Q2 Earnings Report Coverage and Analysis (Q2-25)
This video provides a comprehensive analysis of Tesla's Q2 2025 earnings report, focusing on the company's transition towards AI and robotic... mores alongside its established EV and energy businesses. The reviewer highlights the launch of the robo taxi service in Austin as a key milestone, emphasizing Tesla's camera-only approach and neural network training. While acknowledging the core automotive business's performance is weaker compared to historical highs, the report notes its continued ability to fund future developments. The introduction of a more affordable model with initial production in June 2025 and the planned 2026 volume production for CyberCab are key future product highlights. The energy business shows continued growth, with record energy storage deployments and the start of Mega Pack production in Shanghai. The reviewer expresses optimism about Tesla's AI and autonomy progress, particularly FSD version 13, despite a year-over-year decline in operating income. The report also touches on market share trends and the importance of regionalizing manufacturing for battery materials. less
Tesla Robotaxi Post-Ride Q&A
The "Tesla Robotaxi Post-Ride Q&A" video offers a first-hand account of the initial public rides in Austin. The reviewer, Rob Maurer, de... moretails his experiences, highlighting the service's launch delay and the current limitations of a small fleet and geofenced area. Wait times for pickup were noted as around 13-18 minutes, which are longer than competitors like Uber or Lyft. Maurer experienced a minor navigation hiccup where the vehicle hesitated and rerouted, which he assessed as not a safety issue but a moment that felt "non-human." He also observed a safety driver's readiness to intervene during a situation with an oncoming vehicle, though the Tesla handled it smoothly. Pickup and drop-off processes were generally smooth, though one destination required a loop due to premature turning. Maurer expresses strong optimism about Tesla's competitive advantage over Waymo due to lower vehicle costs and potential for scale, predicting Tesla will eventually dominate the market. He emphasizes that for those familiar with FSD version 13, the robotaxi's performance is not surprising, but it represents a significant milestone for Tesla. less
First Tesla Robotaxi Ride Full Drive
This video provides a comprehensive, albeit raw, first-person account of a ride in a fully autonomous Tesla Robotaxi in Austin, Texas, on June 22, 202... more5. The footage captures the vehicle's operation from pickup to drop-off, highlighting various driving scenarios including turns, merges, and navigating intersections. Notably, the review points out a navigation issue and a moment of hesitation, as well as a concerning near-miss with a human-driven vehicle. Despite these challenges, the Robotaxi successfully completes its journey, demonstrating its potential for autonomous operation. The video offers a valuable, unvarnished look at the current state of Tesla's Robotaxi technology in a real-world setting. less
Live: Tesla Q1 Earnings Call 2025
Tesla's Q1 2025 earnings call highlighted significant progress and future optimism, despite near-term headwinds. Elon Musk addressed his reduced ... moretime allocation to government work, stating he will dedicate more time to Tesla starting in May. He emphasized that the company is not in a crisis, with future growth anchored in autonomous vehicles and humanoid robots. Key developments include the planned June launch of unsupervised autonomous rides in Austin for the Model Y, with a broader rollout expected by year-end and millions of autonomous Teslas by the second half of next year. The company is also making strides with the Optimus robot, aiming for thousands in factories by year-end and millions annually within five years. The energy storage business is performing strongly, achieving record gross profit. While Q1 vehicle deliveries were impacted by the simultaneous global Model Y production line update and external factors like vandalism, the company successfully sold out legacy Model Ys in key markets. Tesla's vertical integration and regionalized supply chains provide a competitive edge against tariffs, though challenges remain, particularly for the energy business sourcing LFP cells from China. The company remains committed to developing more affordable models and is progressing with the "unboxed" manufacturing method for the Cybertruck, aiming for revolutionary production speeds. less
Live: Tesla Q1 Earnings Report Coverage and Analysis Q1-25
Tesla's Q1 2025 earnings call coverage highlights a softer financial quarter, primarily impacted by the Model Y production line switchover and a ... moredecrease in average selling price. Despite a revenue miss and lower-than-expected earnings per share, the company demonstrated strong cost control, leading to a slightly better-than-anticipated gross margin. Key takeaways include the removal of the 2025 vehicle growth guidance, a significant red flag for investors, but also the reaffirmation that new, more affordable models remain on track for production in the first half of 2025. The report also reiterates the June pilot launch for the Robotaxi in Austin. While deliveries for Model S, X, and Cybertruck were disappointing, the focus remains on the profitability of Model 3 and Y as capital for future investments in autonomy and energy. The company acknowledged the potential impact of changing political sentiment and trade policy on demand, a notable first. less
Live: Tesla Q4 Earnings Call 2024
Tesla's Q4 2024 earnings call highlighted significant advancements and ambitious future plans, particularly in AI and autonomous driving. Elon Mu... moresk emphasized that the Model Y was the best-selling vehicle globally in 2024, a testament to its market dominance. The core focus for Tesla is scaling autonomous capabilities, with a clear vision for FSD to become a paid service, launching in Austin in June and expanding nationwide. Musk also detailed the immense potential of the Optimus humanoid robot, predicting it could generate trillions in revenue and become the company's primary value driver. While battery pack supply remains a constraint for vehicle production in 2025, Tesla is investing heavily in manufacturing, AI, and robotics to achieve exponential growth in 2026-2028. The company also confirmed plans to upgrade Hardware 3 vehicles for FSD, acknowledging it will be a painful but necessary step. Energy storage and the Semi truck also remain key areas of development, though Optimus is positioned as the ultimate long-term value creator. less
Live: Tesla Q4 Earnings Report Coverage and Analysis Q4-24
This video provides a live analysis of Tesla's Q4 2024 earnings report and shareholder letter. The presenter, Rob Maurer, highlights key financia... morel metrics, including revenue, gross profit, and earnings per share, comparing them against analyst consensus. A significant point of discussion is the impact of a $600 million mark-to-market gain on digital assets, which boosted the EPS closer to expectations, masking potentially weaker core business numbers. The report notes record vehicle deliveries and energy storage deployments, with the Model Y expected to remain the best-selling vehicle globally. However, automotive revenues and operating margins came in below expectations. The presenter expresses concern over a shift in language regarding new vehicle launches, suggesting a potential delay in more affordable models. Key areas of focus for the future include the progress of Full Self-Driving (FSD) and the ramp-up of new products and manufacturing capacity, particularly the Shanghai Mega Factory. The energy business showed strong growth, achieving record gross profit. The outlook suggests a return to growth for the vehicle business in 2025, with energy storage deployments expected to grow by at least 50%. less
Live: Tesla Q3 Earnings Call 2024
Tesla's Q3 2024 earnings call highlighted significant progress and ambitious future plans. Elon Musk emphasized Tesla's profitability despit... moree a challenging market, record deliveries, and strong growth in the energy storage business. A key focus was the advancement of Full Self-Driving (FSD), with projections for miles between interventions to improve dramatically, potentially surpassing human capabilities by Q2 next year. The company reiterated its commitment to more affordable models starting in the first half of 2025, with a target of 20-30% vehicle growth next year, and volume production of the Cybertruck in 2026 aiming for 2 million units annually. Tesla also detailed advancements in its 4680 battery cell production, aiming for cost competitiveness, and the development of the Optimus humanoid robot, which Musk believes will be the most valuable product ever made. The energy business is also scaling rapidly, with significant expansion plans for Megapack factories. While regulatory hurdles for autonomous vehicle deployment remain, Tesla is pushing forward with its vision of an autonomous, electric future, aiming to become the most valuable company in the world. less
Tesla Q3 Earnings Report Coverage and Analysis Q3-24
This video provides a comprehensive analysis of Tesla's Q3 2024 earnings report, with a particular focus on the recent robotaxi event and the com... morepany's progress in AI and FSD. The reviewer highlights the impressive advancements in Optimus, noting the significant hardware progress and the potential for human-like interaction with future AI integration. The Cybercab, while not entirely surprising in design, is praised for its comfort, premium feel compared to ride-sharing services, and potential to lower costs. The reviewer expresses excitement about the Cybercab's design and cargo space, though raises a minor concern about the width of the door opening. The RoboVan is acknowledged as an exciting concept but is considered a lower priority than the Cybercab. A key takeaway is the continued emphasis on FSD progress, with version 12.36 being a significant step forward, though later versions present challenges with speed control. The earnings report itself revealed strong financial results, exceeding expectations in operating margin and free cash flow, with automotive gross margin (excluding credits) showing a substantial improvement. The energy business also achieved a record gross margin. The reviewer expresses optimism about Tesla's future, driven by advancements in autonomy and new product introductions. less
Live: Tesla Q2 Earnings Call 2024
Tesla's Q2 2024 earnings call highlighted significant progress and future ambitions, particularly in AI and autonomy. Elon Musk emphasized the ac... morecelerating adoption of EVs, despite increased competition and discounting from other manufacturers, which Tesla views as a short-term challenge. Key takeaways include record quarterly revenues, an all-time high in energy storage deployments, and substantial investments in AI infrastructure. The company is on track to deliver a more affordable model in the first half of next year. A major focus remains on Full Self-Driving (FSD), with version 12.5 rolling out and expected to offer a step-change improvement, potentially becoming a massive demand driver. The robo-taxi unveil is postponed to October 10th to incorporate further improvements. Tesla is also expanding its Giga Texas facility to house a significant AI training cluster. The 4680 battery cell production ramped strongly, with a milestone achieved in dry cathode processing. Dojo development is being doubled down on due to high demand for GPUs. While the energy business is demand-constrained, production is ramping up significantly. The company is also adapting to new tariffs impacting imports from China to Europe. The long-term vision heavily emphasizes the potential of autonomous transport and humanoid robots (Optimus), with Musk reiterating that autonomy is the overwhelming value driver for Tesla. less
Live: Tesla Q2 Earnings Report Coverage and Analysis
This video provides a comprehensive live analysis of Tesla's Q2 2024 earnings report. The reviewer highlights key financial metrics, including re... morevenue, gross margin, and earnings per share, comparing them against analyst expectations. A significant point of discussion is the unexpected $600 million in restructuring costs, which impacted operating margins more than anticipated. The report notes strong performance in the energy storage business, record energy storage deployments, and the Cybertruck becoming the best-selling EV pickup in the US. However, a notable disappointment is the automotive gross margin, which declined quarter-over-quarter, even after excluding regulatory credits. The outlook suggests a slower vehicle volume growth rate in 2024 as Tesla focuses on next-generation vehicles and AI development, with the next major growth wave expected to be driven by advances in autonomy and new product introductions. less
Live: Tesla Q1 Earnings Call 2024
Tesla's Q1 2024 earnings call highlighted significant strategic shifts and technological advancements. Elon Musk emphasized the company's re... moresilience amidst global EV market pressures and other manufacturers' pivot to hybrids, reaffirming Tesla's commitment to an all-electric future. Key takeaways include the accelerated launch of new, more affordable models leveraging existing production lines, aiming for over 3 million vehicles of capacity. The FSD v12, now available to all North American vehicles with compatible hardware, showed profound improvement with over 300 billion miles driven, positioning Tesla as a leader in AI and robotics. The energy storage business achieved record profitability, with deployments expected to grow significantly. While auto revenues saw a sequential decline due to seasonality and macroeconomic factors, cost reduction initiatives and energy business strength bolstered overall profitability. The company also announced a workforce reduction of over 10% to streamline operations for future growth and improve capex efficiency. The call also touched upon the Cybertruck ramp, Optimus progress, and potential FSD licensing discussions with other automakers. less
Tesla Q1 Earnings Report Coverage and Analysis Q1-24
Tesla's Q1 2024 earnings call coverage reveals a mixed bag of financial results and strategic shifts. While the company faced headwinds including... more geopolitical conflicts and production ramp challenges for the updated Model 3, it also highlighted record energy storage deployments and a successful Cybertruck ramp, producing over 1,000 units in a single week. Financially, Q1 results came in slightly below analyst consensus, with revenue and operating income declining year-over-year, partly due to lower average selling prices and vehicle deliveries. However, the company is investing heavily in AI infrastructure and future growth, including accelerating the launch of new, more affordable models on next-generation and current platforms, aiming to utilize existing manufacturing capacity more efficiently and achieve over 50% growth compared to 2023. The report also confirms the August 8th unveil date for the robotaxi, which will pursue an unboxed manufacturing strategy, potentially at the expense of the previously planned next-generation unboxed vehicle. The host expressed optimism about FSD V12's progress and Tesla's AI training capabilities, viewing these as key drivers for future growth. less
Live: Tesla Q4 Earnings Call 2023
Tesla's Q4 2023 earnings call highlighted a record year for production and deliveries, surpassing 1.8 million vehicles, with the Model Y achievin... moreg global best-seller status. Elon Musk emphasized the company's position between two major growth waves, focusing on next-generation vehicles, energy storage, FSD, and Optimus. The new Model 3, described as significantly quieter, more refined, and longer-ranged, is now available globally. Significant advancements in AI and robotics were discussed, particularly the new FSD version 12, an end-to-end AI rewrite, and the potential of the Optimus humanoid robot. The company also detailed progress on its low-cost next-generation vehicle platform, expected to begin production in the second half of 2025, featuring revolutionary manufacturing technology. While acknowledging the challenges of scaling new technologies like the 4680 battery cells and Dojo supercomputer, Tesla expressed confidence in its long-term trajectory, aiming to become the world's most valuable company through continuous innovation in manufacturing, AI, and energy storage. less
Tesla Q4 Earnings Report Coverage and Analysis Q4-23
Tesla's Q4 2023 earnings report coverage provides a detailed financial breakdown and insights into the company's strategic direction. The re... moreport highlights strong free cash flow of $4.4 billion for the year and $2.1 billion in Q4, alongside a significant increase in cash reserves to $29.4 billion. A key takeaway is the confirmation of the next-generation vehicle, codenamed 'Redwood,' a compact crossover, with production targeted for mid-2025 in Texas, aiming for an initial weekly volume of 10,000 units. The FSD Beta V12, trained on extensive fleet data, and the second-generation Optimus robot represent advancements in core technology. While 2024 vehicle volume growth is expected to be notably lower due to the focus on launching the new platform, the energy storage business is projected to outpace automotive growth. The report also touches upon Elon Musk's compensation plan, with the host expressing favor for a structured, incentive-based package. Overall, the analysis suggests a period of transition as Tesla prepares for its next major growth wave driven by the new vehicle platform. less
Auto Sales May Be Hiding Bigger Picture Plus Tesla FSD Beta v12, Cybertruck Promo
This episode of Tesla Daily provides a comprehensive overview of recent developments, with a significant focus on the US auto market and Tesla's ... moreposition within it. The reviewer highlights Cox Automotive data indicating Tesla's market share growth and contrasts this with broader industry trends of increasing inventory and a return to more normal sales dynamics post-pandemic. A key takeaway is the Model Y's strong performance, securing the fifth best-selling vehicle spot in the US. The review also touches on Tesla's FSD Beta v12.1, noting internal employee feedback suggesting improvements in human-like behavior and stability, though with a cautious outlook on widespread customer release and the potential for "actual smart summon" to arrive later in Q1. The controversial WSJ report on Elon Musk's alleged drug use is addressed with a balanced perspective, acknowledging the concerns while also noting Musk's denial and track record. Updates on the Cybertruck, including a new promotional video and customization options like wraps, are presented. A notable detail is the reduction in speaker count for the Model Y RWD, a cost-saving measure likely to go unnoticed by many consumers. Finally, the episode briefly covers potential future updates like stealth gray for Model Y and efficiency packages for Model Y/3/S/X, alongside rumors of a Highland Model 3 announcement and Tesla's establishment of a holding company in Spain. less
New Cybertruck Details, Highland Updates, China Records, EV Credits
This episode provides a comprehensive update on Tesla-related news, covering early Cybertruck owner insights, Q4 China sales records, and the signific... moreant news of BYD surpassing Tesla in global BEV sales for Q4. The reviewer highlights the Model 3 Highland's progress with sightings in the US and potential early production at Fremont, while also detailing the updated EV tax credit eligibility, which now only includes the Model 3 Performance version for the Model 3 line. The Cybertruck's charging performance on V3 Superchargers is discussed, showing a peak of 255 kW, and its high North American domestic content is noted. The review also touches on FSD Beta v12.1 impressions, noting improvements in lane changes and handling of wide lanes, though stop sign performance remains a challenge. Elon Musk's ambitious long-term valuation prediction for Tesla is also mentioned. less
FSD v12 Progress, Q4 Records, Upgrades, Public Relations
This episode of Tesla Daily provides a comprehensive update on Tesla's recent developments, with a strong focus on the expansion of FSD Beta v12 ... moreto a significant number of employee vehicles. The reviewer highlights the new architecture and the ongoing testing, particularly for challenging weather conditions, suggesting a potential customer release within a couple of months. The report also details strong Q4 sales figures in China, positioning Tesla for a record quarter. Expectations for the upcoming Q4 delivery and production report are thoroughly analyzed, with projections for each Gigafactory. Additionally, the episode touches upon a Bloomberg report about an upcoming Model Y upgrade (codenamed 'Juniper') potentially launching in mid-2024 from Shanghai, though Tesla has reportedly denied this. Other key topics include potential Tesla manufacturing in India, rumors of Hardware 5 development, Uber's potential partnership in Japan's taxi market, increasing Cybertruck orders, and Tesla's proactive public relations efforts in refuting media reports. The reviewer notes the positive shift in public perception regarding Elon Musk's influence on buying likelihood, despite recent controversies. The Xiaomi SU7 EV launch is also briefly covered as a competitor. less
Musk Discusses Tesla and More With Cathie Wood, Cybertruck Battery Report
This episode of Tesla Daily provides a comprehensive overview of recent developments, focusing on Elon Musk's discussion with Cathie Wood and sev... moreeral key Tesla updates. The review highlights a Wedbush analyst's increased price target for TSLA to $350, citing expected EV market share gains and margin stabilization in 2024. A significant portion is dedicated to the Cybertruck, addressing a Reuters report on 4680 battery production. The host critically analyzes the report, arguing that battery production is not currently the bottleneck for Cybertruck deliveries and that the technology is progressing well. Other updates include the Model Y setting a new sales record in Denmark, Tesla Energy product applications, and a brief mention of a Cybertruck light show. The episode also touches upon negative news for competitors, including a Toyota subsidiary rigging safety tests and a lower-than-expected dealer opt-in rate for Ford's EV sales. Overall, the content offers a balanced perspective, debunking negative speculation while highlighting positive Tesla news and market trends. less
Expanded Cybertruck Deliveries, Reuters Investigation, Wiper Update
This episode of Tesla Daily provides a comprehensive update on recent developments, with a significant focus on the Tesla Cybertruck. The most notable... more news is the expansion of Cybertruck deliveries beyond initial events and employee distributions to regular customers, suggesting a positive ramp-up in production. The review highlights positive design commentary from Italian designer Gieto Jaro, who likened the Cybertruck to a Picasso of automobiles, emphasizing its bold, emotion-driven design. On the technical front, an update to the auto-wipers, powered by AI, is noted as a significant improvement, addressing a long-standing user frustration. The partnership with Origins for credit union financing is expected to offer more affordable payment options for buyers. The episode also critically examines a Reuters investigation into Tesla's service records, with the reviewer suggesting the report sensationalizes data and overlooks Tesla's warranty coverage. Compensation adjustments for salaried employees and Tesla's top position in net inflows are also discussed. Finally, brief updates on a Toyota recall, Waymo's safety data, an upcoming Elon Musk/Cathie Wood discussion, and a SpaceX Starship test round out the report. less
Hidden Cybertruck Features, More Orders, Vision Park Assist, Incentive Updates
This episode of Tesla Daily provides a comprehensive update on the Cybertruck, detailing new information from interviews with Lars Moravy and Franz vo... moren Holzhausen on Jay Leno's Garage and a factory tour with Munro Live. Key insights include the integration of a 48V accessory connection for features like light bars, the confirmation of over 2 million Cybertruck deposits, and the regulatory necessity of side mirrors. The discussion also highlights the improved repairability of the glass due to stress ring formation upon chipping and the Cybertruck's high degree of American-made components. Manufacturing details reveal advancements in laser cutting precision and a reduction in stainless steel thickness without compromising strength. The video also touches upon the rollout of Vision Park Assist, noting its transition from 2D obstacle bands to 3D reconstruction, and the controversial removal of the Disney+ app from Tesla Theater, speculated to be a response to advertising decisions. Other segments cover fleet orders, EV credit changes in Germany and Canada, NHTSA leadership changes, and an EU assessment of X. less