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A podcast about Tesla as viewed through the lens of two technologists.

A podcast about Tesla as viewed through the lens of two technologists.
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Location:

Palo Alto, CA

Description:

A podcast about Tesla as viewed through the lens of two technologists.

Language:

English


Episodes

97 – Q3 2018

10/26/2018
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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

Duration:01:14:25

96 – Going Private, Staying Public, SEC Settlement

10/3/2018
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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.

Duration:00:57:11

95 – Q2 2018

8/8/2018
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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

Duration:01:23:44

94 – 7000 cars, 7 days

7/12/2018
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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...

Duration:00:45:09

93 – 2018 Shareholder Meeting

6/11/2018
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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

Duration:01:23:57

92 – Q1 2018

5/7/2018
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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

Duration:01:36:57

91 – 2,000 Model 3’s per week

4/17/2018
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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

Duration:01:06:53

90 – Model 3 Delivery Experience

4/4/2018
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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...

Duration:00:57:48

89 – Dramatic Autopilot Updates

3/20/2018
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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

Duration:00:49:21

88 – Non-Owners Receive Invites

2/27/2018
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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...

Duration:00:44:54

87 – Q4 2017

2/12/2018
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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

Duration:01:46:10

86 – Elon + Tesla + 10 Years = $650B?

1/30/2018
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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...

Duration:01:03:15

85 – Comma.ai

1/23/2018
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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

Duration:01:15:35

84 – Q4 2017 Production and Deliveries

1/9/2018
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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...

Duration:00:48:04

83 – Tesla in 2018

1/1/2018
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We discuss our expectations for Tesla in the year ahead. We cover the progress we expect to see in Autopilot, how the Model 3 ramp is going and what it says about where Tesla will be in 2018, if and when we will see Model Y, what special feature Elon may be talking about for the Pickup, software improvements for the fleet, and Superchargers.

Duration:01:21:33

82 – Cruise

12/12/2017
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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.

Duration:01:22:25

81 – 1,000 Miles with Model 3

11/28/2017
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We do a deep dive into living with the Model 3 for two weeks and over 1,000 miles. Caleb drove the Model 3 from Palo Alto to LA and back and lived with it for two weeks. We discuss everything about the vehicle from Autopilot, to the interior, to ergonomics to the UI, and more.

Duration:01:36:53

80 – Semi + Roadster

11/21/2017
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We discuss the Semi event, what it was like being there, what we found most impactful about the Semi, and what the Roadster means as a halo vehicle for Tesla.

Duration:01:19:11

79 – Model 3 First Drive

11/14/2017
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We discuss Caleb’s experience driving the Model 3. We dig deep into everything about the experience from the exterior, interior, driving dynamics, Autopilot, and more.

Duration:01:15:49

78 – Q3 2017

11/7/2017
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Special guest Rob Maurer joins Caleb to unpack Tesla’s Q3 2017earnings. We cover the high level numbers, the S & X business, energy, service & superchargers, Autopilot, and the big news around the Model 3 ramp.

Duration:01:40:11