Tesla talk with systems-level patience.
The Tesla Show is a Tesla-focused technology conversation built around quarterly results, software changes, factory capacity, and major product reveals. Mike and Caleb move between cocktail-table banter and close readings of production, margins, APIs, batteries, and driver-assistance features.
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The Tesla Show follows Tesla through the details that casual coverage usually compresses. Recent episodes focus on Q4 2021, Q2 2020, Q1 2020, Q4 2019, Q3 2019, V10, the Cybertruck Unveil, and an interview with Nikola founder David Hodge. Across that run, the show keeps returning to the same practical questions: how many vehicles Tesla can build, where production bottlenecks sit, how factories differ, what software reveals about the car, and how a headline product announcement might matter once the spectacle fades. Mike and Caleb speak casually, and the openings often begin with drinks, recording setups, or small jokes. Then the conversation tightens. A discussion of Shanghai becomes a discussion of local sourcing, tariffs, labor costs, and factory layout. A V10 conversation becomes a closer look at what a Tesla appears to understand about the vehicles around it. A Tesla API discussion turns into time-series data, missing fields, battery-capacity inference, and the interpretive layer that an app can add. The earnings episodes are especially focused on capacity, margins, vehicle lines, macro pressure, and the difference between expectations and results. The Cybertruck material shows the show’s interest in product claims, demos, durability, pricing, range, and powertrain implications. The style is not detached. It has humor, recurring asides, and the feel of people who have spent a long time thinking about Tesla’s operating model. Still, the copy of the conversation is mostly analytical rather than promotional. The show suits a listener who wants Tesla talk with enough technical patience to linger on factory flow, software visualization, energy economics, and vehicle production tradeoffs. It is not a general electric-vehicle roundup. Its value is concentration: Tesla, repeatedly, from product surface down into systems, finance, manufacturing, and software behavior.
Made for: Suits a listener who follows Tesla closely and wants conversational analysis of earnings, factories, software, vehicles, and product events. It also fits technically curious listeners who enjoy business implications and engineering details in the same discussion.
What sets it apart: The show stands apart by treating Tesla news as an interconnected operating system: factories, margins, APIs, energy, vehicle design, and driver displays all matter. Its casual banter makes the dense sections approachable without turning them into headline recap.
A podcast about Tesla as viewed through the lens of two technologists.
A Paloma before Shanghai factory math: your Tesla debrief comes with ice in the glass.
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Short reviews from the PlayNext desk, based on the episodes we processed.
A grounded Tesla quarter discussion where factory scale meets a Model X owner's human take on speed.
Tesla's quarter is framed as a practical test of scale: California, Shanghai, and newer factories move the conversation from capacity talk to what can actually get out the door.
A close look at how Tesla data becomes useful battery insight.
Tesla's API turns a basic battery question into something more investigative. This review follows how an app can work around data Tesla does not expose directly, especially battery capacity and short-lived vehicle events.
A celebratory Q2 recap turns Tesla's power ambitions into a focused debate over solar economics and open standards.
Q2 2020 frames Tesla's earnings call as both a toast and a test case, with Mike and Caleb moving from bubbly, prosecco, and a Manhattan into the bigger question of whether Tesla's energy business could become something like AWS for power.
Tesla's Q1 results become a test of how much momentum can survive an economic shock.
Q1 turns into a stress test for Tesla's momentum as Caleb and Mike weigh whether the company can move faster than the economic pressure building around it.
A Q4 2019 Tesla discussion that finds its real story on the factory floor.
Tesla's Q4 2019 serves as the entry point for a focused look at the manufacturing choices behind its China push. The discussion follows how Shanghai could simplify production, avoid tariffs, and lean on local parts, with the clearest contrast coming between Fremont's tangled…
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The Tesla Show's Q4 2021 episode centers on Tesla's 305,840 vehicles produced, 308,650 delivered, and 930,000 vehicles for the full year.
The Tesla Show brings Mike and Caleb together with David Hodge to talk about Nikola, the Tesla-owner app he started for his own car in 2016.
The Tesla Show Episode 108 centers on Tesla’s Q2 2020 earnings after a Fremont shutdown that lasted about a month and a stock price around $1,600 a share.
Tesla’s Q1 2020 results surprised Caleb and Mike because the company posted its first positive GAAP net income, roughly $16 million, during the early COVID-19 shutdowns.
["The Tesla Show's Q4 2019 episode centers on Tesla's Christmas quarter, 112,000 deliveries, and a 22.5% automotive margin.", "Mike and Caleb explain why revenue rose only 2% year over year even as deliveries grew nearly 50%, with leasing and deferred Full Self-Driving revenue changing the timing of recognition.", "They point to $1 billion in operating cash flow and a $6.3 billion cash balance as signs Tesla is no longer operating like a company under immediate capital stress.", "The back half shifts to Fremont, Model Y, and Shanghai, where Tesla is adding capacity and local production to reduce shipping and regulatory friction."]
["The Tesla Show episode on Sunday, November 24 centers on the Cybertruck unveil and the hosts' post-event reactions to Tesla's launch.", "Caleb and Mike describe the Blade Runner staging, including a holographic cyber girl, a DeLorean, original Blade Runner vehicles, Tesla coils, ramen, and dense laser lighting.", "Most of the discussion focuses on the truck's flat stainless-steel body, blunt nose, missing curves, and the way its side profile looks more like a movie prop than a normal pickup.", "Caleb and Mike then walk through Tesla's exoskeleton claim, the 30x cold-rolled stainless steel explanation, the lack of paint, the black-version and wrap comments, and the tension between that engineering story and the expected price."]
Mike and Caleb recap Tesla's Q3 2019 results, where the company produced 96,000 vehicles, delivered 97,000, and posted $6.3 billion in revenue.
Tesla Show hosts Mike and Caleb unpack Tesla software V10, which rolled out to everyone at the end of September after an August 9 tweet that it was "looking real good." The release notes start with Cuphead, then move into Tesla Theater, Spotify in the U.S., and a karaoke mode built from a third-party provider.
["The Tesla Show's \"Autonomy Investor Day\" centers on Tesla's April 22, 2019 Autonomy Day and the company's self-driving hardware pitch.", "Caleb and Mike host the discussion, and Mike's newly ordered 24-month Model 3 lease gives the episode a personal Tesla angle.", "The episode asks whether Tesla used Autonomy Day to reset investor expectations before Q1 earnings and the new full-self-driving computer rollout.", "The conversation opens with a Pliny the Elder IPA, a Cuba Libre, and Mike explaining that he finally pulled the trigger on a Model 3 after three years of checking the Tesla website."]
Mike and Caleb use The Tesla Show's 100th episode to react to Tesla's Model Y unveil, while Caleb opens a Panama lager from Panama and Mike drinks Nikka from the Barrel with water.
Two technologists discuss Tesla and technology while casually chatting about bourbon and cocktails.
Two technologists interview a Tesla Model 3 owner about his detailed video review of the car.
The hosts interview Andrew Corey, CEO of Level 5, about HD mapping and autonomous driving technology.
Two technologists discuss Tesla's strategy and technology while sharing their evening cocktails.