Rob Maurer shares a number of personal announcements.

FPG: https://firstprinciples.group

Thank you: https://youtu.be/zs3i4w3tsRg

Patreon: https://www.patreon.com/tesladailypodcast
PayPal: https://paypal.me/tesladaily
Venmo: @RobMaurer
Bitcoin address: 3N3f9WxrpHbX3N3j5Me8i7UyC4ErbViPQi
Ethereum address: 0x5E9CC4C16c68178Dd926A67d9948170f31785918

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Tesla Referral: https://ts.la/robert47283

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

? 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

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

? 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

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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 EVs

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

? 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

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

? 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

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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/robert47283

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

? 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

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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 updates

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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 test

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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 plans

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

? 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 X

Leno: https://youtu.be/BGDOKD7ZZqI
Munro: https://youtu.be/GFgGnhRZarY

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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
? Calendar

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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 layoffs

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

? 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 released

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

? 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

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

? 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

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

? 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

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 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

? Rob Maurer shares his initial thoughts after the first Cybertruck deliveries

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

? Cybertruck deliveries finally begin this week
? FSD v12 starts to roll out to Tesla employees
? Reports regarding FSD in China
? Tesla adds more inventory discounts
? Tesla to consider investing in xAI
? Sweden moves quickly on license plate issue
? Model 3 Performance report
? Analyst note
? Hyundai pushes forward on EVs
? Volkswagen lays out cost reduction plan
? Calendar

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

? 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

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

? 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

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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
Music by Evan Schaeffer

Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives

? 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
? Chanos shuts down hedge fund
? Calendar

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? Tesla starts video advertising on YouTube
? Tesla lists campaign manager job opening
? Musk meets Xi Jinping
? Polestar partners with Tesla in China
? Senator buys TSLA puts
? GM pauses Cruise share purchases
? UAW and GM contract update
? Amazon partners with Hyundai
? Lucid unveils Gravity SUV
? Starship launch slightly delayed

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? Tesla stock on a tear as markets rise
? New Cybertruck details ahead of delivery event
? Tesla partners with EG Group on Supercharger hardware
? Inventory discounts return on Model 3
? Tesla raises prices in China
? China sales update
? Foreign ministers visit Tesla
? Musk comments on FSD v12
? Release notes for FSD v11.4.8
? Labor board ruling overturned
? Giga Mexico update
? Cruise pauses supervised rides
? FAA grants Starship launch license

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? Elon Musk talks with employees at Giga Berlin
? Top Gear spotted testing Cybertruck in California
? EPA holds EV promo contest
? Cruise reportedly considering layoffs
? xAI initial product rollout
? Calendar

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

? 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

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

? 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

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? Nasdaq has worst two-day performance of the year
? BP to buy $100M of Supercharging hardware from Tesla
? Highland Model 3 deliveries start in China
? Firmware shows new features coming
? Hertz comments on Tesla?s impact on earnings miss
? Ford reports Q3 earnings, delays EV investment
? Mercedes comments on ?brutal? EV market

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? GM, Cruise share difficult updates
? New details on Tesla?s expansion plans
? Upcoming software to offer new features
? China insured vehicle numbers
? Cybertruck updates
? UAW actions and Stellantis comments

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? Tesla publishes 10-Q SEC filing with more details from Q3
? Model 3 Highland deliveries begin
? Giga Nevada update
? Musk comments on advertising
? Data shows low theft rate for Tesla vehicles
? New Cybertruck videos
? Texas begins EV credit program
? V4 Supercharger internal images
? Governor of Neuvo Leon plans presidential campaign
? UAW expands strikes on Stellantis

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

? 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

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

YouTube link: https://youtube.com/live/HTTcNFQdhUo

? 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

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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