,1,Listen to Elon Musk and Tesla management discuss Tesla's Q3 2024 financial results and answer questions from investors and analysts. Join Rob Maurer for a live blog highlighting key information, followed by reaction to the call and earnings report.
For reaction to Tesla's shareholder letter and earnings report: https://youtube.com/live/Xg1ut4hwH0g
0:00 Call begins
0:49 CEO Elon Musk opening comments
21:53 CFO Vaibhav Taneja opening comments
28:56 Investor questions
54:35 Analyst questions
1:05:28 Rob's review and questions
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives. This video is not intended as investment advice or a recommendation.
,1,Listen to Elon Musk and Tesla management discuss Tesla's Q1 2024 financial results and answer questions from investors and analysts. Join Rob Maurer for a live blog highlighting key information, followed by reaction to the call and earnings report.
For reaction to Tesla's shareholder letter and earnings report: https://youtube.com/live/qGmsMVObFj4
0:00 CEO Elon Musk opening remarks
6:43 CFO Vaibhav Taneja opening remarks
10:56 Investor questions
28:52 Analyst questions
1:06:10 Recap and analysis
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Tesla Referral: https://ts.la/robert47283
#Tesla #TSLA #Investing
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,Listen to Elon Musk and Tesla management discuss Tesla's Q4 2023 financial results and answer questions from investors and analysts. Join Rob Maurer for a live blog highlighting key information, followed by reaction to the call and earnings report.
For reaction to Tesla's shareholder letter and earnings report: https://youtube.com/live/wOD37uz5R_U
0:00 Elon Musk opening comments
7:42 CFO Vaibhav Taneja opening comments
11:54 Investor questions
34:53 Analyst questions
59:37 Reaction and takeaways
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Initial impressions from first non-employee Cybertruck owner
➤ PPI comes in lower than expected
➤ Point-of-sale EV credit implementation
➤ Model Y 7-seat price increase
➤ Price cuts in China
➤ Piper Sandler note on TSLA
➤ New voice-assist features added in China
➤ Covered vehicles spotted by drone
➤ New FSD Beta version ships to employees
➤ Rivian publishes impact report
➤ SpaceX posts company update
➤ Calendar
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Hertz announces plans to sell significant portion of EV fleet
➤ CPI report slightly higher than expected
➤ Tesla reportedly plans temporary Giga Berlin pause
➤ Non-employee Cybertruck orders receive VINs, delivery may be scheduled
➤ Tesla reportedly informs workers of pay increases
➤ Tesla announces Megapack commissioning in Hawaii
➤ Model 3 Highland begins to appear in stores
➤ Minor Dojo update
➤ Toyota exec comments on solid-state batteries
➤ Lucid announces production and deliveries
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ The Model 3 Highland has arrived in North America
➤ Delivery wait times extend after initial estimates
➤ Report on possible India factory
➤ More inventory data
➤ Update on Cummins settlement
➤ SpaceX completes direct to cell test
0:00 TSLA
0:28 New Model 3 in US
8:51 India report
9:30 Automotive inventory
10:34 Emissions settlement
11:23 SpaceX direct-to-cell
12:07 Calendar / rates
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ New video posted by SpaceX offers evidence relating to a Wall St. Journal report on Elon Musk: https://x.com/SpaceX/status/1744581130727391488
➤ New China sales data
➤ Giga Mexico report
➤ Model 3 Highland briefly appears on Tesla US site
➤ Advertising discussion
➤ Honda announces Series 0 EVs
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ New US auto data gives insight on market conditions
➤ Model Y moves into top 5 US vehicle sales position
➤ European sales breakdown
➤ FSD Beta v12.1 impressions
➤ WSJ report on Elon Musk
➤ Tesla posts new Cybertruck promo video
➤ Model Y RWD speaker count reduced
➤ Firmware hints at new updates
➤ Highland release rumor
➤ Tesla forms Spain holding company
➤ VW to implement ChatGPT
➤ SpaceX company update
0:00 TSLA
0:31 US auto market
6:58 Model Y sales rank
7:58 Sales by country
9:00 FSD 12.1 impressions
12:35 Elon Musk WSJ report
15:13 Cybertruck promo video
17:09 Cybertruck wrap
17:28 Model Y RWD speaker count
19:02 Firmware hints
19:57 Highland rumor
20:31 Spain holding company
20:59 VW / ChatGPT
21:48 SpaceX company update
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Tesla reduces EPA range estimates due to new interpretations guidance
➤ Argus selects TSLA stock amongst top picks for 2024
➤ Tesla changes Model Y paint options in North America
➤ Samsung announces Tesla API integration
➤ IF Metall suggests strike resolution
➤ Pharrell Williams spotted in Cybertruck
➤ Autopilot update rolls out in China
➤ Musk teases new products
➤ Calendar
0:00 TSLA
0:38 Argus top picks
2:18 Lowered range estimates
8:06 Model Y paint
8:55 Samsung integration
10:09 Sweden union update
11:45 China Autopilot update
12:25 Cybertruck celebrity
13:05 Musk teaser
13:46 Calendar
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ 4680 battery progress rumors
➤ Real-world Cybertruck range test
➤ Senators send letter to automakers
➤ More Highland sightings at Fremont
➤ China port activity
➤ Germany, Denmark sales
➤ Musk comments on X Space
➤ Rivian Q4 sales
➤ Ford Q4 sales
➤ Mobileye announces inventory buildup
0:00 TSLA
0:22 Cybertruck range
3:01 4680 battery rumors
4:55 Senator letter
5:24 Highland updates
6:22 Port activity
6:44 Germany market share
8:31 Denmark
8:57 Musk comments
9:32 Rivian
9:55 Ford
10:44 Mobileye
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#Tesla #TSLA #Investing
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ New Cybertruck details from early owners
➤ Jefferies increases TSLA price target
➤ Data confirms Q4 records in China
➤ BYD electric vehicle deliveries pass Tesla in Q4
➤ Correcting a Bloomberg report
➤ Some Tesla vehicles stuck on ship
➤ Highland Model 3s spotted at Fremont
➤ EV tax credit updates for 2024
➤ Ford bumps F-150 Lightning price up
➤ Cybertruck crash report
➤ FSD Beta v12.1 impressions
➤ Optimus engineer comments on progress
➤ Musk comments on Tesla valuation, plans to hold company talk
0:00 TSLA
0:56 Interest rates
1:35 Price target increase
1:53 2024 guidance
2:34 China records
4:01 BYD vs. Tesla
4:55 Ship reroute
5:38 Fremont Model 3 updates
7:36 EV tax credit updates
10:22 Ford F-150 Lightning price
11:09 Cybertruck charging
13:58 V4 improvements
14:32 Cybertruck domestic content
15:46 Cybertruck crash
16:46 FSD Beta v12.1
18:50 Tesla Bot progress
19:50 Musk on TSLA
20:24 Tesla company talk
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Tesla has released record Q4-23 delivery and production numbers
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ FSD Beta v12 expands to large number of Tesla employees
➤ Tesla poised for record quarter in China
➤ Q4 delivery and production report soon
➤ Report on plans for Model Y upgrade in China
➤ Comments regarding Tesla’s plans in India
➤ Report on Tesla’s FSD hardware
➤ Uber may leverage Tesla for Japanese fleet
➤ More Cybertruck orders, crashed Cybertruck
➤ Heatmap poll
➤ Tesla does more PR
➤ Xiaomi unveils first EV
➤ Calendar
0:00 TSLA
0:39 FSD v12
2:23 China sales
3:34 Q4 delivery / production
8:43 Model Y update rumor
10:09 India factory
11:36 Hardware 5
13:14 Uber & Japan
14:10 Cybertruck orders
14:53 Favorability poll
16:25 Public relations
18:52 Robotaxi design
19:47 Union efforts update
21:02 Xiaomi EV
21:54 Calendar
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#Tesla #TSLA #Investing
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Tesla’s Megafactory project in Shanghai moves forward
➤ PCE report increases rate cut expectations
➤ More Cybertrucks at Giga Texas
➤ First aftermarket wrap for Cybertruck
➤ Tesla adds software feature in China
➤ Another over-the-air recall
➤ Updates on Swedish union efforts
➤ Cummins to pay $1.7B in emissions penalty agreement
0:00 TSLA
0:28 PCE / rates
2:14 Tesla Energy's next phase
5:10 Cybertruck production
6:04 Cybertruck wrap
6:38 Front camera washing
7:00 New software feature
7:46 Over-the-air recall
8:20 Union updates
10:28 Emissions penalty
11:16 Calendar
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#Tesla #TSLA #Investing
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Tesla pushes back on Autopilot report from the Washington Post
➤ November CPI
➤ China sales updates
➤ Whistleblower adds to prior claims
➤ Early Cybertruck owner shares thoughts
➤ Tesla expands to new country
➤ Tesla shares Megapack uptime
➤ Panasonic announces Sila partnership
X: https://www.twitter.com/teslapodcast
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Tesla Referral: https://ts.la/robert47283
#Tesla #TSLA #Investing
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Tesla extends order invitation to more Cybertruck reservation holders
➤ Munro discusses Cybertruck with Tesla team: https://youtu.be/J5zDNaY1fvI
➤ Carwow tests Cybertruck vs. Ford F-150 Raptor R
➤ New equipment at Giga Texas
➤ FSD and AP team updates
➤ IG Metall comments on Sweden unionization efforts
➤ Musk on X
➤ Ford to cut F-150 Lightning production
➤ Calendar
0:00 TSLA
0:22 Cybertruck orders
2:04 Cybertruck engineering
6:43 Cybertruck vs. F-150 Raptor R
7:34 Giga Texas equipment
8:06 FSD updates
8:55 Union efforts
9:40 Musk on X
10:38 Ford Lighting production
12:23 Calendar
X: https://www.twitter.com/teslapodcast
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Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283
#Tesla #TSLA #Investing
Executive producer Jeremy Cooke
Executive producer Troy Cher asaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Tesla teases a number of new features coming soon
➤ Bernstein calls TSLA short their best idea for 2024
➤ Tesla China sales and production
➤ Model Y standard range sells out
➤ Tesla executives meet in Thailand
➤ Model Y becomes second best-selling car in US
➤ Tesla adds pre-qualifying finance option
➤ Cybertruck discussion from reviewers: https://youtu.be/8_aE58AMIw0
➤ Calendar
0:00 TSLA
0:25 Bernstein recommends TSLA short
3:02 New features
7:25 China numbers
10:45 Model Y China
11:26 Thailand
12:26 Model Y US
13:11 Pre-qualification
13:38 Cybertruck reviewers
14:33 Calendar
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Tesla Referral: https://ts.la/robert47283
#Tesla #TSLA #Investing
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Munro gives initial impressions of Cybertruck drive https://youtu.be/aWQpEBtZEno
➤ More details on Cybertruck referral prize
➤ Tesla’s senior director of Autopilot hardware
➤ Piper Sandler reiterates confidence in TSLA
➤ Finnish union intends to join strike
➤ Update on Sweden legal case
➤ Musk seeks Supreme Court decision on SEC settlement
➤ Tesla opens Connecticut delivery center
➤ House of Representatives passes bill pushing back on EPA
0:00 TSLA
0:38 Form 4s
1:33 Munro's Cybertruck drive
5:07 Cybertruck sweepstakes
5:57 Dojo leadership
7:16 Piper Sandler on TSLA
9:55 Union updates
11:59 China expansion
12:33 Musk seeks Supreme Court ruling
13:21 Connecticut
14:03 House passes CARS Act
X: https://www.twitter.com/teslapodcast
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Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Tesla invites select reservation holders to complete Cybertruck orders
➤ More Cybertruck features shared
➤ Report out of China on Giga Shanghai expansion plans
➤ Unions threaten action outside of Sweden
➤ Tesla begins rolling holiday update to employees
➤ Ford expects tax credit loss on Mach E
➤ Stellantis comments on EV profitability
➤ Cruise ordered to explain actions
0:00 TSLA
0:25 New Cybertruck details
8:35 48-volt architecture
9:04 China expansion
11:02 Union pressure
14:04 Holiday software update
15:48 Mustang Mach-E credit
16:55 Stellantis on EV profits
18:25 Cruise judge order
X: https://www.twitter.com/teslapodcast
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Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283
#Tesla #TSLA #Investing
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Munro interviews Musk: https://youtu.be/ky1Z2klPalw
➤ New comments on next-gen vehicles, Cybertruck
➤ EPA publishes Cybertruck certification report
➤ China sales continue to rise
➤ Tesla adjusts tax credit language for Model 3
X: https://www.twitter.com/teslapodcast
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#Tesla #TSLA #Investing
Executive producer Jeremy Cooke
Executive producer Troy Cher asaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ First Cybertruck reviews are in after the delivery event
➤ Cybertruck compared to other EVs
➤ Tesla offer additional discount to reservation holders
➤ Massive new Tesla Energy project
➤ Supercharger v4 expansion
➤ New firmware features
➤ Tesla China sales
➤ New Cybertruck merchandise
➤ Ford reports November sales
➤ Calendar
Hagerty review: https://youtu.be/L6WDq0V5oBg
Hagerty podcast: https://youtu.be/NjIPEtegPt4
Top Gear review: https://youtu.be/uefydJUbRhc
MKBHD review: https://youtu.be/XxOh12Uhg08
MKBHD podcast: https://youtu.be/CF7msB1CgyM
Comparison chart: https://docs.google.com/spreadsheets/u/1/d/e/2PACX-1vTGY_3Jq7pen0yV8Cq4fUko-48FGZ6ufPNkfDqw5zgxFrkxP-Wl-NY4i_GnAQAX8q96JxQBRNFvROVM/pubhtml
0:00 TSLA
1:07 First Cybertruck reviews
12:08 Cybertruck comparisons
13:20 Delivery strategy
14:00 Sales incentive
14:43 Tesla Energy
16:08 v4 Superchargers
16:30 Firmware features
17:11 China sales
17:55 Cyber merch
18:04 Ford EV sales
19:52 Calendar
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Rob Maurer shares his initial thoughts after the first Cybertruck deliveries
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Numerous new Cybertruck details appear in Tesla app
➤ China sales
➤ Tesla adjust pricing and incentives in China
➤ More Superchargers open to other EVs in China
➤ Tesla reportedly considering Thailand investment
➤ German EV credit may be at risk
➤ Dealers push Biden to slow down on EVs
➤ GM reportedly scaling back Cruise investment
0:00 TSLA
0:45 Cybertruck leaks
5:36 China sales
7:02 Price change / incentive
8:23 Supercharging 3rd party
9:26 Thailand investment report
10:36 Germany EV credit
12:08 Dealers urge EV slow down
14:49 GM to reduce Cruise spending
15:28 Schedule
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Tesla reportedly closing in on agreement relating to next factory
➤ Indonesia comments on investment plans
➤ Tesla raises Model Y price in China
➤ China sales update
➤ FSD update
➤ Cybertruck on display on more stores
➤ Supercharger idle fee adjustment
➤ Ford announces updated battery factory plans
➤ Binance CEO steps down
➤ Calendar
X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283
#Tesla #TSLA #Investing
Executive producer Jeremy Cooke
Executive producer Troy Cher asaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Cybertrucks begin being displayed at Tesla stores
➤ New official Cybertruck specs from Tesla
➤ Battery size rumor
➤ Analyst updates from Jefferies, Piper Sandler
➤ More Tesla ads
➤ Rumors of FSD expansion
➤ Registration update in Texas
➤ Antitrust lawsuit dismissed
➤ OpenAI drama continues
➤ Cruise CEO resigns
➤ SpaceX IFT-2
0:00 TSLA
0:25 Cybertruck updates
4:21 Analyst floats Cybertruck cancellation
6:18 Piper Sandler note
7:19 Tesla ad
7:48 FSD expansion rumor
8:37 Texas registration
9:01 Lawsuit
9:29 OpenAI
12:02 Cruise CEO resigns
12:38 SpaceX
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Executive producer Jeremy Cooke
Executive producer Troy Cher asaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Musk faces backlash by White House and others on X comments
➤ Report regarding Cybertruck delivery plans
➤ Tesla video ad campaign update
➤ Rumored continuation of China price changes
➤ Sweden strike update
➤ Firmware details
➤ OpenAI announces CEO departure
➤ Calendar
0:00 TSLA
0:29 Cybertruck delivery
1:44 Another Tesla ad
3:06 Sweden strike
4:15 China updates
5:35 Firmware details
7:45 Musk comments
12:45 OpenAI CEO departure
14:58 Chanos shuts down fund
16:27 Calendar
16:57 Starship
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Ron Baron discusses $25k Tesla timeline, shows off Cybertruck at conference
➤ Tesla completes Cybertruck event drawing
➤ More Cybertrucks at Giga Texas
➤ Tesla reportedly sets up embargoed Cybertruck reviews
➤ Tesla adds SAIC-GM to Supercharger network in China
➤ US EV share rises slowly
➤ Tesla adds Supercharging incentive to referrals
➤ Giga Berlin lobby video
➤ New 16,000T giga press
➤ Elon Musk biopic in the works
➤ UAW comments
➤ Calendar
➤ Starship test flight update
0:00 Intro / TSLA
0:30 Baron on $25k car
2:30 Cybertruck on display
3:50 Cybertruck event
4:20 Cybertruck production & rumor
5:52 China Supercharging partnership
7:12 EV market share
10:10 3/Y incentive
10:35 Giga Berlin lobby
11:12 16,000T giga press
12:20 Musk movie
13:14 UAW updates
14:34 Calendar
14:55 Starship
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ TSLA stock falls after analyst initiates coverage
➤ President Biden supports efforts to unionize Tesla
➤ Highland Model 3 production for October
➤ Tesla reportedly establishes entity in Chile
➤ Elon Musk interviewed by Lex Fridman: https://youtu.be/JN3KPFbWCy8
➤ Tesla recalls some Model S/X vehicles
➤ Tesla reportedly plans Chicago service center
➤ Polestar updates 2025 guidance
➤ VW pauses EV production again
➤ SpaceX appears to begin equipping Starship FTS
0:00 Intro / TSLA
0:49 TSLA initiated with sell rating
5:00 Biden UAW comments
5:43 Highland production
8:25 Tesla in Chile
9:34 Musk / Lex Fridman
12:27 S/X recall
13:09 Chicago service center
13:30 Polestar lowers guidance
14:07 VW pause
14:32 Starship FTS
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ New details on Cybertruck, matte black version spotted
➤ New equipment arrives at Giga Texas
➤ Tesla raises 3/Y prices in China
➤ China sales updates
➤ Tesla VP shares insight on Megapack factory
➤ India considers tariff adjustments for EVs
➤ xAI launches initial version of Grok
➤ Rivian, Lucid report earnings
➤ Cruise pauses Origin production
0:00 Intro / TSLA
0:31 New Cybertruck details
5:04 Matte black Cybertruck
5:37 Cybertruck production
6:10 Giga Texas production
6:42 China price changes
7:50 China sales updates
9:12 Tesla VP comments
10:59 India status updates
13:33 xAI / Grok
16:17 Model 3 air filter
16:46 Rivian earnings
18:55 Lucid earnings
20:39 Cruise updates
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ New video of Cybertruck bed storage
➤ Musk comments on valuation
➤ Tesla China sales
➤ Tesla expands Puerto Rico VPP
➤ Megafactory flyover shows Megapack stockpile
➤ Toyota lowers EV targets
➤ Ford US sales decline
➤ Musk joins AI summit
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ TSLA stock rises alongside market after FOMC meeting
➤ Subaru announces plans to adopt NACS
➤ Tesla increases black paint price
➤ Interesting steering in Cybertruck video
➤ Tesla sales decline quarter-over-quarter in California
➤ China insured vehicles
➤ Illinois opens EV rebate program
➤ X all-hands transcript: https://www.theverge.com/23940924/elon-musk-x-twitter-all-hands-linda-yaccarino-super-app
➤ xAI trademarks
0:00 TSLA
0:34 Ron Baron
1:07 FOMC statement
1:56 FOMC conference
4:29 Subaru adopts NACS
4:57 Paint increase
5:25 Cybertruck crab walk
6:17 Tesla Malaysia
6:41 Tesla California sales
8:30 China sales
9:05 Illinois EV credit
9:50 X all-hands
11:59 xAI trademarks
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Musk appears on Joe Rogan’s podcast and discussed the Cybertruck, among other topics
➤ Form 4 for Drew Baglino
➤ Update on Giga Mexico permits
➤ Tesla wins Autopilot lawsuit
➤ PG&E provides update on previous Megapack fire
➤ Toyota announces additional battery investment
➤ Chevy Equinox EV pricing
➤ FAA completes safety review for Starship
➤ Calendar
0:00 TSLA / intro
0:23 New Form 4
1:19 Cybertruck updates
6:45 Giga Mexico permits
7:35 Autopilot lawsuit
8:15 Megapack fire update
9:17 Toyota increases battery investment
10:35 Chevy Equinox EV
11:20 FAA approval
11:55 FOMC
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ TSLA stock falls after Panasonic earnings comments
➤ UAW reaches agreements with Stellantis, GM
➤ Semiconductor company warns of softening auto demand
➤ BYD posts record profits
➤ Motor Trend details Highland suspension upgrades
➤ Europe EV update
➤ Cybertruck frunk in operation
➤ Model S may be getting new seats
➤ Hyundai cuts Ioniq 6 prices
➤ Toyota developing manual EV
0:00 TSLA / intro
0:32 Panasonic & EV demand
7:49 UAW targets
8:51 Semiconductor company comments
11:18 BYD earnings
12:29 Highland Model 3
13:05 China EVs in EU
14:15 Cybertruck frunk
14:34 New Plaid seats
15:11 Hyundai price cut
15:30 Toyota EV
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Tesla adjust Model Y prices
➤ September PCE
➤ Cybertruck delivery event raffle begins
➤ New color for S/X
➤ Highland FSD details
➤ Tesla still discussing investment with Indonesia
➤ Tesla workers in Sweden begin strike
➤ Cruise suspends all autonomous rides
➤ Waymo begins Uber integration
➤ GM / Stellantis give UAW new offers
➤ Autonation reports declining profits
0:00 TSLA / market
0:26 PCE / FOMC
1:29 Cybertruck event
2:24 Pricing updates
3:57 Color updates
4:36 Hardware 4
5:56 Tesla and Indonesia
7:34 Strikes in Sweden
8:58 Cruise suspends all AVs
12:11 Waymo added to Uber
13:10 UAW update
13:36 Dealer profits
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Tesla hits record in Denmark with time to spare
➤ Nasdaq has worst day in 8 months
➤ Tesla added to Fortune fastest-growing companies list
➤ New York City loosens restrictions for EVs
➤ UAW strike appears to be coming to a close
➤ Honda shelves plans to develop EVs with GM
➤ LG comments on EV demand, battery plans
➤ Toyota comments on EVs
➤ Hyundai provides battery factory update
➤ LA city council hold press event about robotaxis
➤ Ford increases F-150 Lightning prices
0:00 TSLA / market
1:37 Model Y record
2:13 Fortune 100
3:11 EV taxi market
4:29 V4 Supercharger
4:46 UAW tentative agreement
6:35 Honda EV plans
7:39 LG comments on EV demand
9:52 Toyota comments
11:18 Hyundai ahead of schedule
12:21 Robotaxi pushback
14:01 Ford F-150 Lightning pricing
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Tesla completes an unusual test on the Cybertruck
➤ NHSTA publishes 2024 Tesla VIN decoder, offering new insight on Cybertruck
➤ New comments on Giga Mexico
➤ Tesla adjusts US and Canada pricing, Megapack as well
➤ Ontario plans $91M of EV charging funding
➤ US Justice Department comments on Tesla lawsuit
➤ Tesla delivers one-millionth vehicle in Europe
➤ Lucid announces Gravity unveiling
➤ UAW updates
➤ VW comments ahead of earnings
➤ Calendar
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ New details on possible performance version on Model 3 Highland
➤ Analysts react to Tesla earnings
➤ Toyota announces intent to adopt NACS
➤ Tesla battery engineer departs
➤ Earnings follow-ups
0:00 Intro / TSLA
0:50 Analyst updates
2:23 Earnings call update
4:19 Toyota adopts NACS
6:27 Performance Model 3 details
8:43 Tesla DBE engineer leaves
9:52 More earnings discussion
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,Listen to Elon Musk and Tesla management discuss Tesla's Q3 2023 financial results and answer questions from investors and analysts. Join Rob Maurer of Tesla Daily for a live blog highlighting key information, followed by reaction to the call and earnings report.
For reaction to Tesla's shareholder letter and earnings report: https://youtube.com/live/fimcnHZJ_B4
0:00 Elon Musk opening comments
6:21 CFO Vaibhav Taneja opening comments
9:21 Investor questions
25:44 Analyst questions
28:36 Tesla audio drops
29:23 Analyst questions (cont'd)
1:00:41 Reaction to call
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Expectations for Tesla’s Q3 earnings report
➤ BMW announces intent to adopt NACS
➤ GM announces delayed EV investment
➤ Model X over-the-air recall
➤ China insured vehicle numbers
➤ Lucid deliveries
0:00 Intro / TSLA
0:30 BMW adopts NACS
1:40 GM delays EV investment
3:53 Model X OTA recall
4:14 China sales
4:38 Lucid deliveries
6:27 Tesla earnings preview
7:42 Expectations
27:34 Q&A
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Tesla quietly makes plans to launch in a new market
➤ Piper Sandler issues new TSLA note
➤ New photos of Cybertruck compared to other interesting vehicles
➤ Motor Trend reviews Highland Model 3
➤ New Model Y filing in China
➤ Predictive Supercharger availability
➤ More V4 Superchargers
➤ Ford comments on strikes, reduces shifts on F-150 Lightning
➤ Cyberquad for kids available in Europe
➤ Starlink secures new partners
0:00 Intro / TSLA
0:36 Piper Sandler note
1:23 New market launch
2:53 Cybertruck comparisons
5:03 Motor Trend Highland Model 3
9:20 Model Y update
10:21 Supercharging news
12:15 Ford comments / F-150 Lightning production
15:37 Cyberquad
16:04 Starlink partnerships
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ VW comments on EV orders, targets
➤ Kia EV day
➤ 4680 battery storage video
➤ Cybertruck measurement
➤ Tesla Semi event details
➤ New referral program prize
➤ Update on Tesla fire story
➤ CATL Shanghai factory
➤ New Tesla merchandise
➤ Falcon Heavy launch
➤ Calendar
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ New data shows good news for Tesla production
➤ CPI data
➤ China updates
➤ Tesla lowers lease pricing
➤ Tesla publishes API documentation
➤ Universum releases global employer rankings
➤ Giga Berlin reportedly plans wage increases
➤ Report on SEC complaint
➤ Market data from KBB
➤ Ford comments on UAW actions
➤ Kia shares EV9 EPA ranges
➤ Starlink shipping company agreement
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Executive producer Jeremy Cooke
Executive producer Troy Cher asaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Tesla announces major 4680 production milestone
➤ PPI higher than expected
➤ Tesla introduces vehicle wraps
➤ Model 3 PPF video: https://youtu.be/V_KdXVBn2O8
➤ Survey shows low EV awareness
➤ China sales details
➤ Model 3s at port
➤ V4 Supercharger opens in Asia
➤ Tesla sells small business unit
➤ Q3 Q&A opens
➤ Idra expands customer base for gigapresses
➤ UAW suddenly extends Ford strike
0:00 Intro / TSLA
0:19 PPI / Rates
1:47 Battery production milestone
5:35 Tesla wraps
8:33 Low EV awareness
11:11 China sales
12:28 V4 Supercharging
12:57 Business unit sale
13:53 Earnings questions
14:30 New giga press customers
15:57 UAW expands strike
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
,1,➤ Tesla appears to begin new advertisement
➤ Analyst updates
➤ New Tesla energy storage project
➤ Tesla comments on Giga Berlin conditions
➤ China insured vehicle numbers
➤ More V4 Supercharger installations
➤ Unifor and GM reach tentative agreement
➤ Toyota and LG announce battery agreement
➤ Renault plans investor day for EV business
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Executive producer Jeremy Cooke
Executive producer Troy Cher asaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives