
110 – Q4 2021
We unpack Tesla’s Q4 2021 earnings results as well as full year 2021 performance. We discuss Teslas incredible revenue and profit growth in...
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A podcast about Tesla as viewed through the lens of two technologists.

We unpack Tesla’s Q4 2021 earnings results as well as full year 2021 performance. We discuss Teslas incredible revenue and profit growth in...

In a very special episode we interview David Hodge the creator and developer behind the popular Tesla app that gives you access to data abou...

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 th...

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...

We unpack Tesla’s Q4 2019 results. We discuss the record breaking financials Tesla achieved and how that signals increasing stability and se...

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 t...

We unpack Tesla’s Q3 2019 results including their record production, record deliveries, positive free cash flow and return to GAAP profitabi...

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 di...

We unpack Tesla's second quarter 2019 results. We discuss their record breaking production and deliveries, how their quarterly loss happened...

We unpack Tesla’s recent Autonomy Investor Day held at their Palo Alto HQ. We discuss the new FSD computer, their Neural network advancement...

We discuss the highlights from the Model Y unveil event Tesla held on March 14th, 2019 at their Design Studio in Hawthorne California. We on...

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...

We unpack Tesla’s fourth quarter 2018 results. Tesla continued shipping Model 3 in high quantity and made another GAAP profit. We discuss wh...

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...

We unpack the unusual situation that arose after Elon tweeted about considering taking Tesla private, the decision to stay public, and the S...

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 profi...

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 whi...

We unpack the 2018 Tesla shareholder meeting. Elon covered the latest progress on Model 3 production, reaffirmed automation's strategic impo...

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...

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...

We discuss Caleb’s recent trip to the Tesla Fremont delivery center to experience the Model 3 delivery experience. We cover the timing from...

We discuss the recent software update for Autopilot 2 vehicles. The core updates appear to be in the underlying Tesla Vision Neural network,...

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...

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...

We unpack Tesla’s recent unveiling of their new 10-year CEO performance award. Building on Elon’s previous compensation package, the board h...

We discuss the company Comma.ai and their path toward developing “the Android of self-driving car software”. We cover their founding, connec...

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 wer...

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...

We discuss Cruise, the company GM acquired to lead their autonomous efforts last year for nearly $1B. We cover their origins as an aftermark...

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...

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...

We discuss Caleb’s experience driving the Model 3. We dig deep into everything about the experience from the exterior, interior, driving dyn...

Special guest Rob Maurer joins Caleb to unpack Tesla’s Q3 2017earnings. We cover the high level numbers, the S & X business, energy, service...

In a special episode guest host Trevor Page of the Model 3 Owners Club joins Caleb to discuss his recent hour long video of his two days wit...

We discuss the major automakers goals for full autonomy timelines, Tesla’s Level 4 & 5 timelines, what the SAE levels really mean, and how w...

We cover one of Tesla’s key suppliers for Autopilot – Nvidia. We discus their history, differences between GPUs and CPUs, why Nvidia is ente...

We cover Elon and SpaceX’s plans to colonize Mars with their BFR. We unpack why Mars at all, how SpaceX has been laying the foundation for t...

We discuss our recent trip with a Nissan Leaf to the Tesla factory. We experienced range anxiety for real. We also unpack the recent details...

We do a deep dive into HD maps and speak with former Tesla Autopilot software engineer Andrew Kouri. Andrew is now co-founder and CEO of lvl...

We discuss how simulation has continued to increase in importance in the development and validation of self driving vehicles and how Tesla a...

We discuss OpenAI – its origins, connection to Elon Musk, what they are working on, and how general human (and superhuman) level AI will hav...

We cover the big updates since the first Model 3 deliveries. Starting with the official accessories on the Tesla shop. We also cover Ultra W...

We unpack Tesla’s Q2 2017 results. We discuss the latest updates for Model 3 production and margin targets, Autopilot upcoming releases, a c...

We were fortunate to be invited to the Model 3 delivery event and were given test rides. We run down our experience at the event and our tim...

We discuss Caleb’s recent 36 hour excursion with the Model S up to wine country. Caleb shares all of his impressions and experience with Mod...

We discuss the recent developments in Supercharging. Since our early episode on Supercharging Tesla has rolled out a new credit system, set...

The first Model 3 has rolled off the line and is going to Elon. As production begins we discuss the RC program that got us to this point and...

SN1 on Friday We unpack Elon’s recent tweets about Model 3 progress. The news that the Model 3 has passed all regulatory requirements, the f...

We discuss the recent changes in the Autopilot team at Tesla. Chris Lattner, formerly of Apple, who was VP of Autopilot Software at Tesla ha...

We unpack the recent Tesla shareholder meeting where Elon gave an update on Tesla, what’s coming next, and answered a bunch of questions. We...