95 – Q2 2018

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

94 – 7000 cars, 7 days

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 help support the show and get free Supercharging for life: http://ts.la/anuarbek5816

92 – Q1 2018

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

91 – 2,000 Model 3’s per week

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

90 – Model 3 Delivery Experience

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 this referral code to help support the show and get free Supercharging for life: http://ts.la/anuarbek5816

89 – Dramatic Autopilot Updates

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

88 – Non-Owners Receive Invites

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 life: http://ts.la/anuarbek5816

87 – Q4 2017


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

86 – Elon + Tesla + 10 Years = $650B?

We unpack Tesla’s recent unveiling of their new 10-year CEO performance award. Building on Elon’s previous compensation package, the board has created a plan that is 100% based on performance, targeting $650B in market cap along with revenue and EBITDA targets. We cover what this says about Elon’s long term involvement with Tesla, what Tesla will have to do to achieve these goals, and we debate the virtue of such a massive compensation plan.

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

85 – Comma.ai

We discuss the company Comma.ai and their path toward developing “the Android of self-driving car software”. We cover their founding, connection to Tesla, their open source approach, how their approach is similar to Tesla in many ways –  believing in fleet-learning and commodity sensors and powerful software. 

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

84 – Q4 2017 Production and Deliveries

We unpack Tesla’s Q4 2017 production and delivery report. Tesla delivered a record 29,870 vehicles, of which 15,200 were Model S, 13,120 were Model X, and 1,550 were Model 3. We cover the progress Tesla made in the quarter on Model 3, how that compares to the Model S and Model X ramp and why this upcoming quarter is so critical to proving the mass production capabilities of Model 3.

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

82 – Cruise

We discuss Cruise, the company GM acquired to lead their autonomous efforts last year for nearly $1B. We cover their origins as an aftermarket kit for Audi’s, how Kyle Vogt their founder got his start with self driving cars at MIT, and the progress the company has made thus far, and how they plan to launch a fully autonomous ride-sharing service in early 2019 in San Francisco.