Эпизоды
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Rob Maurer shares a number of personal announcements.
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Tesla Referral: https://ts.la/robert47283Executive 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 BeansDisclosure: Rob Maurer is long TSLA stock & derivatives
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➤ 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
➤ CalendarX: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283Executive 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 BeansDisclosure: Rob Maurer is long TSLA stock & derivatives
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Пропущенные эпизоды?
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➤ 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 deliveriesX: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283Executive 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
Music by Evan SchaefferDisclosure: Rob Maurer is long TSLA stock & derivatives
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➤ 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 testX: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283Executive 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 BeansDisclosure: Rob Maurer is long TSLA stock & derivatives
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➤ New video posted by SpaceX offers evidence relating to a Wall St. Journal report on Elon Musk
➤ New China sales data
➤ Giga Mexico report
➤ Model 3 Highland briefly appears on Tesla US site
➤ Advertising discussion
➤ Honda announces Series 0 EVsX: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283Executive 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
Music by Evan SchaefferDisclosure: Rob Maurer is long TSLA stock & derivatives
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➤ 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 updateX: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283Executive 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 BeansDisclosure: Rob Maurer is long TSLA stock & derivatives
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➤ 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
➤ CalendarX: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283Executive 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 BeansDisclosure: Rob Maurer is long TSLA stock & derivatives
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➤ 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 buildupX: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283Executive 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
Music by Evan SchaefferDisclosure: Rob Maurer is long TSLA stock & derivatives
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➤ 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 talkX: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283Executive 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 BeansDisclosure: Rob Maurer is long TSLA stock & derivatives
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➤ Tesla has released record Q4-23 delivery and production numbers
X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283Executive 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 BeansDisclosure: Rob Maurer is long TSLA stock & derivatives
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➤ 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
➤ CalendarX: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283Executive 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 BeansDisclosure: Rob Maurer is long TSLA stock & derivatives
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➤ 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 agreementX: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283Executive 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 BeansDisclosure: Rob Maurer is long TSLA stock & derivatives
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➤ Elon Musk joined Cathie Wood of ARK Invest on X Spaces
➤ Wedbush raises TSLA price target
➤ Cybertruck correction
➤ More Cybertruck order invitations
➤ Reuters reports on 4680 batteries for Cybertruck
➤ Model Y actually sets new record in Denmark
➤ Toyota subsidiary rigs safety tests, pauses production
➤ Some Ford dealerships decline EV updatesX: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283Executive 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 BeansDisclosure: Rob Maurer is long TSLA stock & derivatives
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➤ Cybertruck deliveries expand beyond event/employee deliveries
➤ More Cybertrucks at Giga Texas
➤ Italian designer praises Cybertruck design
➤ Tesla auto-wipers receive update
➤ Tesla offers more financing options
➤ “Reuters Investigation” into Tesla service
➤ Tesla reportedly adjusts bonus compensation
➤ Tesla tops net inflows chart
➤ Waymo shares safety update
➤ Cathie Wood to host discussion with Elon Musk
➤ SpaceX completes static fire testX: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283Executive 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 BeansDisclosure: Rob Maurer is long TSLA stock & derivatives
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➤ Major updates on NACS and Tesla charging efforts
➤ Tesla opens more Cybertruck order invitations
➤ China sales surge
➤ Interesting new job postings
➤ Giga Mexico updates
➤ Tesla to increase pay at Giga Nevada
➤ New study on accident rates
➤ Audi tempers EV plansX: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283Executive 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
Music by Evan SchaefferDisclosure: Rob Maurer is long TSLA stock & derivatives
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➤ New Cybertruck details from Jay Leno’s Garage and Munro Live
➤ Tesla expands Cybertruck order invites, then pauses
➤ Vision park assist begins rolling out
➤ Tesla hides Disney+ from Theater in some cars
➤ LA sanitation department takes delivery of Tesla fleet
➤ Germany suddenly cuts EV credit
➤ Canada to announce EV credit structure
➤ NHTSA chair steps down
➤ European Commission opens assessment of XLeno: https://youtu.be/BGDOKD7ZZqI
Munro: https://youtu.be/GFgGnhRZarYX: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283Executive 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 BeansDisclosure: Rob Maurer is long TSLA stock & derivatives
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➤ New infrastructure funding announced for Giga Mexico
➤ Analyst notes
➤ Largest number of Cybertrucks spotted at Giga Texas
➤ New software updates begin rolling out
➤ SAE to finalize NACS standard
➤ CalendarX: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283Executive 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 BeansDisclosure: Rob Maurer is long TSLA stock & derivatives
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➤ New details on Cybertruck from Tesla’s parts catalog: https://epc.tesla.com/en-US/catalogs/2816
➤ Rivian and AT&T announce purchase agreement
➤ Updated note from Adam Jonas
➤ Bloomberg reports on India’s consideration of EVs
➤ Tesla Bot team photo
➤ Autopilot updates clarified in release notes
➤ Cruise layoffsX: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283Executive 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
Music by Evan SchaefferDisclosure: Rob Maurer is long TSLA stock & derivatives
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➤ FOMC meeting and interest rate expectations
➤ November PPI report
➤ Tesla releases bot updated video
➤ Model 3 tax credit expectations updated
➤ Uber / Tesla announce incentive program
➤ Best Western hotels plan to install Tesla chargers
➤ Giga Mexico approved by federal environment ministry
➤ More Cybertrucks at Giga Texas
➤ Carwow reviews Cybertruck
➤ Tesla resolves NHTSA investigation with OTA update
➤ Plans for Elon Musk school releasedX: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283Executive 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 BeansDisclosure: Rob Maurer is long TSLA stock & derivatives
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➤ 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 partnershipX: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283Executive 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
Music by Evan SchaefferDisclosure: Rob Maurer is long TSLA stock & derivatives
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