Episodes
Published 02/07/22
In a very special episode we interview David Hodge the creator and developer behind the popular Tesla app that gives you access to data about your car and drives as well as many convenience features not available in the official Tesla App. We discuss David’s background starting a previous company that was acquired by Apple, how he decided to start Nikola, the technical challenges of working with the Tesla API, and we dig into some never before shared data about the efficiency of the fleet of...
Published 09/05/20
We dive deep into Tesla Q2 2020 results and earnings call. We unpack how Tesla was able to achieve another profitable quarter in spite of the COVID-19 pandemic, as well as the new details around Giga Texas, the energy business, Battery Day, and FSD. If you are planning to buy a Model 3, S, or X please consider using this referral code to help support the show and get 1,000 miles of free Supercharging, http://ts.la/caleb80748
Published 07/24/20
We unpack Tesla’s Q1 2020 results. We discuss the record breaking Q1 financials Tesla achieved and how this was possible given COVID-19. We discuss how Tesla is continuing to invest in spite of the global macro challenges, how Model Y is already contributing to the bottom line, new Gigafactories soon to be announced, Battery Investor Day, the latest with stop sign and stop light FSD and more! AI for Full Self Driving talk by head of Tesla AI – https://www.youtube.com/watch?v=hx7BXih7zx8 If...
Published 05/10/20
We unpack Tesla’s Q4 2019 results. We discuss the record breaking financials Tesla achieved and how that signals increasing stability and self sufficiency at the company. We discuss the news that the Model Y has entered production ahead of schedule. Why Giga Shanghai and Giga Berlin are more important than they seem. How Tesla is planning for the next 10 years of battery needs and the upcoming Battery Day. And we conclude with new info on Full Self Driving and Tesla Network. If you are...
Published 02/04/20
We cover everything Cybertruck – from the lead up, to the unveil, to the reaction, the specs, and the new details that have come out since the reveal event. If you are planning to buy a Model 3, S, or X please consider using this referral code to help support the show and get 1,000 miles of free Supercharging, http://ts.la/caleb80748
Published 11/26/19
We unpack Tesla’s Q3 2019 results including their record production, record deliveries, positive free cash flow and return to GAAP profitability. We also discuss what’s going on with Model S & X and their future, the expected exponential growth for Tesla Energy, the soon to be unveiled Tesla Cybertruck, Model Y being ahead of schedule, the importance of Gigafactory 3 in China, and the latest roadmap for Full Self Driving. If you are planning to buy a Model 3, S, or X please considering...
Published 11/11/19
We discuss Tesla's newly released Version 10.0 software update. We cover all the new features, what it says about Tesla's future and deep dive into Smart Summon and the future of FSD. If you are planning to buy a Model 3, S, or X please considering using this referral code to help support the show and get 1,000 miles of free Supercharging, http://ts.la/caleb80748
Published 10/08/19
We unpack Tesla's second quarter 2019 results. We discuss their record breaking production and deliveries, how their quarterly loss happened while having record free cash flow, and what's upcoming with Autopilot, Model Y, Tesla Gigafactory Shanghai and more. If you are planning to buy a Model 3, S, or X please considering using this referral code to help support the show and get 1,000 miles of free Supercharging, http://ts.la/caleb80748
Published 07/27/19
We unpack Tesla’s recent Autonomy Investor Day held at their Palo Alto HQ. We discuss the new FSD computer, their Neural network advancements, what’s coming up with the FSD feature set and more. Slides from Tesla’s Presentation – https://theteslashow.com/tesla-autonomy-investor-day If you are buying a Model 3, Model S, or Model X please consider using our referral code: https://ts.la/caleb80748
Published 05/11/19
We discuss the highlights from the Model Y unveil event Tesla held on March 14th, 2019 at their Design Studio in Hawthorne California. We only had a brief amount of time to chat, so we focus on what struck us most about the event and the Model Y itself, primarily how the Model Y is quite similar to what we expected, and how that is a great thing for Tesla and customers alike.
Published 03/16/19
Tesla has made the $35,000 Model 3 available for purchase. We unpack all the changes Tesla has made, what’s in the Standard interior and how Tesla was able to achieve this milestone. We also discuss what the decision to sell online only and close many of their stores means for Tesla going forward. Autopilot and Full Self Driving have gotten a shakeup and we discuss Elon’s latest comments about the roadmap for FSD. And lastly we give our predictions for the March 14th Model Y unveil event.
Published 03/04/19
We unpack Tesla’s fourth quarter 2018 results. Tesla continued shipping Model 3 in high quantity and made another GAAP profit. We discuss what Tesla is focusing on for 2019, where Model 3 production will end up, more details on Model Y production plans and the roadmap for Autopilot.
Published 02/03/19
We unpack Tesla’s third quarter 2018 results. It was a massive quarter for Tesla in terms of revenue and GAAP profits. We discuss how Tesla beat expectations so much, what this means for Model 3 and Tesla going forward, and new details about Autopilot, the future roadmap and more. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for 6 months: http://ts.la/anuarbek5816
Published 10/26/18
We unpack the unusual situation that arose after Elon tweeted about considering taking Tesla private, the decision to stay public, and the SEC investigation, lawsuit, and settlement.
Published 10/03/18
We unpack Tesla’s Q2 2018 results from the letter to the earnings call. We cover Model 3 production has ramped to 5k per week, Model 3 profitability and future production targets. We also discuss how Tesla is moving into their own AI chips to advance Autopilot and what we expect is coming in V9 and beyond. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
Published 08/08/18
We discuss Tesla’s Q2 Vehicle Production and Deliveries report. How Tesla produced 7,000 vehicles in the final 7 days of the quarter, of which 5,000 were Model 3. We discuss how production is ramping on Model 3 and how it matches their expectations, and what they’ve done with deliveries. Then we debate if this rate is sustainable and how useful Elon’s being at the factory really is to production ramping. If you are planning to buy a Model S or X please considering using this referral code to...
Published 07/13/18
We unpack the 2018 Tesla shareholder meeting. Elon covered the latest progress on Model 3 production, reaffirmed automation's strategic importance to Tesla, upcoming Autopilot updates, and much more. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
Published 06/12/18
We unpack Tesla’s Q1 2018 earnings letter and call. We cover the high level financials, Tesla’s path to profitability in the coming quarters, where they are at with Model 3 production, the machine that builds the machine, Tesla Network and more. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
Published 05/08/18
We unpack Tesla’s Q1 vehicle production and deliveries report as well as Elon’s recent interview with CBS This Morning. We cover where Tesla is at with the Model 3 ramp, some of the troubling revelations about automation and the Fremont factory systems, and where we think Model 3 production is heading. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
Published 04/18/18
We discuss Caleb’s recent trip to the Tesla Fremont delivery center to experience the Model 3 delivery experience. We cover the timing from configure, to VIN assignment, to delivery date. Then we discuss the nitty gritty details of the experience of picking up a Model 3. And we conclude with our experience with such a recently manufactured Model 3 and how it compares to our experience a few months ago with an early Model 3. If you are planning to buy a Model S or X please considering using...
Published 04/05/18
We discuss the recent software update for Autopilot 2 vehicles. The core updates appear to be in the underlying Tesla Vision Neural network, and we discuss what this says about where Tesla is along the path to full self driving, what new features we can expect, and if Autopilot 2 has finally surpassed Autopilot 1. If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
Published 03/21/18
We discuss the recent news that Tesla has started inviting non-owners to configure their Model 3. We unpack what this says about where Tesla is in production, the quality of the vehicle, why Tesla started with existing owners, and where software for Model 3 is. We also discuss what’s coming next with white interior, dual motor, performance and more.  If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for...
Published 02/28/18
We unpack Tesla’s Q4 2017 results. We cover the high level financial results, production updates on Model 3, new details on Model Y, Elon’s perspective on LiDAR, when we can expect the full self driving cross country drive, and how Tesla is still aiming to be the best at manufacturing.  If you are planning to buy a Model S or X please considering using this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816
Published 02/13/18