Rob Maurer shares a number of personal announcements. FPG: https://firstprinciples.group Thank you: https://youtu.be/zs3i4w3tsRg Patreon: https://www.patreon.com/tesladailypodcast PayPal: https://paypal.me/tesladaily Venmo: @RobMaurer Bitcoin address: 3N3f9WxrpHbX3N3j5Me8i7UyC4ErbViPQi Ethereum address: 0x5E9CC4C16c68178Dd926A67d9948170f31785918 X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Initial impressions from first non-employee Cybertruck owner ➤ PPI comes in lower than expected ➤ Point-of-sale EV credit implementation ➤ Model Y 7-seat price increase ➤ Price cuts in China ➤ Piper Sandler note on TSLA ➤ New voice-assist features added in China ➤ Covered vehicles spotted by drone ➤ New FSD Beta version ships to employees ➤ Rivian publishes impact report ➤ SpaceX posts company update ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Hertz announces plans to sell significant portion of EV fleet ➤ CPI report slightly higher than expected ➤ Tesla reportedly plans temporary Giga Berlin pause ➤ Non-employee Cybertruck orders receive VINs, delivery may be scheduled ➤ Tesla reportedly informs workers of pay increases ➤ Tesla announces Megapack commissioning in Hawaii ➤ Model 3 Highland begins to appear in stores ➤ Minor Dojo update ➤ Toyota exec comments on solid-state batteries ➤ Lucid announces production and deliveries X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ The Model 3 Highland has arrived in North America ➤ Delivery wait times extend after initial estimates ➤ Report on possible India factory ➤ More inventory data ➤ Update on Cummins settlement ➤ SpaceX completes direct to cell test X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New video posted by SpaceX offers evidence relating to a Wall St. Journal report on Elon Musk ➤ New China sales data ➤ Giga Mexico report ➤ Model 3 Highland briefly appears on Tesla US site ➤ Advertising discussion ➤ Honda announces Series 0 EVs X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New US auto data gives insight on market conditions ➤ Model Y moves into top 5 US vehicle sales position ➤ European sales breakdown ➤ FSD Beta v12.1 impressions ➤ WSJ report on Elon Musk ➤ Tesla posts new Cybertruck promo video ➤ Model Y RWD speaker count reduced ➤ Firmware hints at new updates ➤ Highland release rumor ➤ Tesla forms Spain holding company ➤ VW to implement ChatGPT ➤ SpaceX company update X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reduces EPA range estimates due to new interpretations guidance ➤ Argus selects TSLA stock amongst top picks for 2024 ➤ Tesla changes Model Y paint options in North America ➤ Samsung announces Tesla API integration ➤ IF Metall suggests strike resolution ➤ Pharrell Williams spotted in Cybertruck ➤ Autopilot update rolls out in China ➤ Musk teases new products ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ 4680 battery progress rumors ➤ Real-world Cybertruck range test ➤ Senators send letter to automakers ➤ More Highland sightings at Fremont ➤ China port activity ➤ Germany, Denmark sales ➤ Musk comments on X Space ➤ Rivian Q4 sales ➤ Ford Q4 sales ➤ Mobileye announces inventory buildup X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New Cybertruck details from early owners ➤ Jefferies increases TSLA price target ➤ Data confirms Q4 records in China ➤ BYD electric vehicle deliveries pass Tesla in Q4 ➤ Correcting a Bloomberg report ➤ Some Tesla vehicles stuck on ship ➤ Highland Model 3s spotted at Fremont ➤ EV tax credit updates for 2024 ➤ Ford bumps F-150 Lightning price up ➤ Cybertruck crash report ➤ FSD Beta v12.1 impressions ➤ Optimus engineer comments on progress ➤ Musk comments on Tesla valuation, plans to hold company talk X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has released record Q4-23 delivery and production numbers X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ FSD Beta v12 expands to large number of Tesla employees ➤ Tesla poised for record quarter in China ➤ Q4 delivery and production report soon ➤ Report on plans for Model Y upgrade in China ➤ Comments regarding Tesla’s plans in India ➤ Report on Tesla’s FSD hardware ➤ Uber may leverage Tesla for Japanese fleet ➤ More Cybertruck orders, crashed Cybertruck ➤ Heatmap poll ➤ Tesla does more PR ➤ Xiaomi unveils first EV ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla’s Megafactory project in Shanghai moves forward ➤ PCE report increases rate cut expectations ➤ More Cybertrucks at Giga Texas ➤ First aftermarket wrap for Cybertruck ➤ Tesla adds software feature in China ➤ Another over-the-air recall ➤ Updates on Swedish union efforts ➤ Cummins to pay $1.7B in emissions penalty agreement X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk joined Cathie Wood of ARK Invest on X Spaces ➤ Wedbush raises TSLA price target ➤ Cybertruck correction ➤ More Cybertruck order invitations ➤ Reuters reports on 4680 batteries for Cybertruck ➤ Model Y actually sets new record in Denmark ➤ Toyota subsidiary rigs safety tests, pauses production ➤ Some Ford dealerships decline EV updates X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Cybertruck deliveries expand beyond event/employee deliveries ➤ More Cybertrucks at Giga Texas ➤ Italian designer praises Cybertruck design ➤ Tesla auto-wipers receive update ➤ Tesla offers more financing options ➤ “Reuters Investigation” into Tesla service ➤ Tesla reportedly adjusts bonus compensation  ➤ Tesla tops net inflows chart ➤ Waymo shares safety update ➤ Cathie Wood to host discussion with Elon Musk ➤ SpaceX completes static fire test X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Major updates on NACS and Tesla charging efforts ➤ Tesla opens more Cybertruck order invitations ➤ China sales surge ➤ Interesting new job postings ➤ Giga Mexico updates ➤ Tesla to increase pay at Giga Nevada ➤ New study on accident rates ➤ Audi tempers EV plans X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New Cybertruck details from Jay Leno’s Garage and Munro Live ➤ Tesla expands Cybertruck order invites, then pauses ➤ Vision park assist begins rolling out ➤ Tesla hides Disney+ from Theater in some cars ➤ LA sanitation department takes delivery of Tesla fleet ➤ Germany suddenly cuts EV credit ➤ Canada to announce EV credit structure ➤ NHTSA chair steps down ➤ European Commission opens assessment of X Leno: https://youtu.be/BGDOKD7ZZqI Munro: https://youtu.be/GFgGnhRZarY X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New infrastructure funding announced for Giga Mexico ➤ Analyst notes ➤ Largest number of Cybertrucks spotted at Giga Texas ➤ New software updates begin rolling out ➤ SAE to finalize NACS standard ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New details on Cybertruck from Tesla’s parts catalog: https://epc.tesla.com/en-US/catalogs/2816 ➤ Rivian and AT&T announce purchase agreement ➤ Updated note from Adam Jonas ➤ Bloomberg reports on India’s consideration of EVs ➤ Tesla Bot team photo ➤ Autopilot updates clarified in release notes ➤ Cruise layoffs X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ FOMC meeting and interest rate expectations ➤ November PPI report ➤ Tesla releases bot updated video ➤ Model 3 tax credit expectations updated ➤ Uber / Tesla announce incentive program ➤ Best Western hotels plan to install Tesla chargers ➤ Giga Mexico approved by federal environment ministry ➤ More Cybertrucks at Giga Texas ➤ Carwow reviews Cybertruck ➤ Tesla resolves NHTSA investigation with OTA update ➤ Plans for Elon Musk school released X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla pushes back on Autopilot report from the Washington Post ➤ November CPI ➤ China sales updates ➤ Whistleblower adds to prior claims ➤ Early Cybertruck owner shares thoughts ➤ Tesla expands to new country ➤ Tesla shares Megapack uptime ➤ Panasonic announces Sila partnership X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla extends order invitation to more Cybertruck reservation holders ➤ Munro discusses Cybertruck with Tesla team: https://youtu.be/J5zDNaY1fvI ➤ Carwow tests Cybertruck vs. Ford F-150 Raptor R ➤ New equipment at Giga Texas ➤ FSD and AP team updates ➤ IG Metall comments on Sweden unionization efforts ➤ Musk on X ➤ Ford to cut F-150 Lightning production ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla teases a number of new features coming soon ➤ Bernstein calls TSLA short their best idea for 2024 ➤ Tesla China sales and production ➤ Model Y standard range sells out ➤ Tesla executives meet in Thailand ➤ Model Y becomes second best-selling car in US ➤ Tesla adds pre-qualifying finance option ➤ Cybertruck discussion from reviewers: https://youtu.be/8_aE58AMIw0 ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Munro gives initial impressions of Cybertruck drive https://youtu.be/aWQpEBtZEno ➤ More details on Cybertruck referral prize ➤ Tesla’s senior director of Autopilot hardware ➤ Piper Sandler reiterates confidence in TSLA ➤ Finnish union intends to join strike ➤ Update on Sweden legal case ➤ Musk seeks Supreme Court decision on SEC settlement ➤ Tesla opens Connecticut delivery center ➤ House of Representatives passes bill pushing back on EPA X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla invites select reservation holders to complete Cybertruck orders ➤ More Cybertruck features shared ➤ Report out of China on Giga Shanghai expansion plans ➤ Unions threaten action outside of Sweden ➤ Tesla begins rolling holiday update to employees ➤ Ford expects tax credit loss on Mach E ➤ Stellantis comments on EV profitability ➤ Cruise ordered to explain actions X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Munro interviews Musk: https://youtu.be/ky1Z2klPalw ➤ New comments on next-gen vehicles, Cybertruck ➤ EPA publishes Cybertruck certification report ➤ China sales continue to rise ➤ Tesla adjusts tax credit language for Model 3 X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ First Cybertruck reviews are in after the delivery event ➤ Cybertruck compared to other EVs ➤ Tesla offer additional discount to reservation holders ➤ Massive new Tesla Energy project ➤ Supercharger v4 expansion ➤ New firmware features ➤ Tesla China sales ➤ New Cybertruck merchandise ➤ Ford reports November sales ➤ Calendar Hagerty review: https://youtu.be/L6WDq0V5oBg Hagerty podcast: https://youtu.be/NjIPEtegPt4 Top Gear review: https://youtu.be/uefydJUbRhc MKBHD review: https://youtu.be/XxOh12Uhg08 MKBHD podcast: https://youtu.be/CF7msB1CgyM Comparison chart: https://docs.google.com/spreadsheets/u/1/d/e/2PACX-1vTGY_3Jq7pen0yV8Cq4fUko-48FGZ6ufPNkfDqw5zgxFrkxP-Wl-NY4i_GnAQAX8q96JxQBRNFvROVM/pubhtml X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer shares his initial thoughts after the first Cybertruck deliveries X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Numerous new Cybertruck details appear in Tesla app ➤ China sales ➤ Tesla adjust pricing and incentives in China ➤ More Superchargers open to other EVs in China ➤ Tesla reportedly considering Thailand investment ➤ German EV credit may be at risk ➤ Dealers push Biden to slow down on EVs ➤ GM reportedly scaling back Cruise investment X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Cybertruck deliveries finally begin this week ➤ FSD v12 starts to roll out to Tesla employees ➤ Reports regarding FSD in China ➤ Tesla adds more inventory discounts ➤ Tesla to consider investing in xAI ➤ Sweden moves quickly on license plate issue ➤ Model 3 Performance report ➤ Analyst note ➤ Hyundai pushes forward on EVs ➤ Volkswagen lays out cost reduction plan ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly closing in on agreement relating to next factory ➤ Indonesia comments on investment plans ➤ Tesla raises Model Y price in China ➤ China sales update ➤ FSD update ➤ Cybertruck on display on more stores ➤ Supercharger idle fee adjustment ➤ Ford announces updated battery factory plans ➤ Binance CEO steps down ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Cybertrucks begin being displayed at Tesla stores ➤ New official Cybertruck specs from Tesla ➤ Battery size rumor ➤ Analyst updates from Jefferies, Piper Sandler ➤ More Tesla ads ➤ Rumors of FSD expansion ➤ Registration update in Texas ➤ Antitrust lawsuit dismissed ➤ OpenAI drama continues ➤ Cruise CEO resigns ➤ SpaceX IFT-2 X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Image(s) and/or footage used under license from Shutterstock.com Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Musk faces backlash by White House and others on X comments ➤ Report regarding Cybertruck delivery plans ➤ Tesla video ad campaign update ➤ Rumored continuation of China price changes ➤ Sweden strike update ➤ Firmware details ➤ OpenAI announces CEO departure ➤ Chanos shuts down hedge fund ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla starts video advertising on YouTube ➤ Tesla lists campaign manager job opening ➤ Musk meets Xi Jinping ➤ Polestar partners with Tesla in China ➤ Senator buys TSLA puts ➤ GM pauses Cruise share purchases ➤ UAW and GM contract update ➤ Amazon partners with Hyundai ➤ Lucid unveils Gravity SUV ➤ Starship launch slightly delayed Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla stock on a tear as markets rise ➤ New Cybertruck details ahead of delivery event ➤ Tesla partners with EG Group on Supercharger hardware ➤ Inventory discounts return on Model 3 ➤ Tesla raises prices in China ➤ China sales update ➤ Foreign ministers visit Tesla ➤ Musk comments on FSD v12 ➤ Release notes for FSD v11.4.8 ➤ Labor board ruling overturned ➤ Giga Mexico update ➤ Cruise pauses supervised rides ➤ FAA grants Starship launch license Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Ron Baron discusses $25k Tesla timeline, shows off Cybertruck at conference ➤ Tesla completes Cybertruck event drawing ➤ More Cybertrucks at Giga Texas ➤ Tesla reportedly sets up embargoed Cybertruck reviews ➤ Tesla adds SAIC-GM to Supercharger network in China ➤ US EV share rises slowly ➤ Tesla adds Supercharging incentive to referrals ➤ Giga Berlin lobby video ➤ New 16,000T giga press ➤ Elon Musk biopic in the works ➤ UAW comments ➤ Calendar ➤ Starship test flight update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock falls after analyst initiates coverage ➤ President Biden supports efforts to unionize Tesla ➤ Highland Model 3 production for October ➤ Tesla reportedly establishes entity in Chile ➤ Elon Musk interviewed by Lex Fridman: https://youtu.be/JN3KPFbWCy8 ➤ Tesla recalls some Model S/X vehicles ➤ Tesla reportedly plans Chicago service center ➤ Polestar updates 2025 guidance ➤ VW pauses EV production again ➤ SpaceX appears to begin equipping Starship FTS Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New details on Cybertruck, matte black version spotted ➤ New equipment arrives at Giga Texas ➤ Tesla raises 3/Y prices in China ➤ China sales updates ➤ Tesla VP shares insight on Megapack factory ➤ India considers tariff adjustments for EVs ➤ xAI launches initial version of Grok ➤ Rivian, Lucid report earnings ➤ Cruise pauses Origin production Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk talks with employees at Giga Berlin ➤ Top Gear spotted testing Cybertruck in California ➤ EPA holds EV promo contest ➤ Cruise reportedly considering layoffs ➤ xAI initial product rollout ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New video of Cybertruck bed storage ➤ Musk comments on valuation ➤ Tesla China sales ➤ Tesla expands Puerto Rico VPP ➤ Megafactory flyover shows Megapack stockpile ➤ Toyota lowers EV targets ➤ Ford US sales decline ➤ Musk joins AI summit Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock rises alongside market after FOMC meeting ➤ Subaru announces plans to adopt NACS ➤ Tesla increases black paint price ➤ Interesting steering in Cybertruck video ➤ Tesla sales decline quarter-over-quarter in California ➤ China insured vehicles ➤ Illinois opens EV rebate program ➤ X all-hands transcript: https://www.theverge.com/23940924/elon-musk-x-twitter-all-hands-linda-yaccarino-super-app ➤ xAI trademarks Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Musk appears on Joe Rogan’s podcast and discussed the Cybertruck, among other topics ➤ Form 4 for Drew Baglino ➤ Update on Giga Mexico permits ➤ Tesla wins Autopilot lawsuit ➤ PG&E provides update on previous Megapack fire ➤ Toyota announces additional battery investment ➤ Chevy Equinox EV pricing ➤ FAA completes safety review for Starship ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock falls after Panasonic earnings comments ➤ UAW reaches agreements with Stellantis, GM ➤ Semiconductor company warns of softening auto demand ➤ BYD posts record profits ➤ Motor Trend details Highland suspension upgrades ➤ Europe EV update ➤ Cybertruck frunk in operation ➤ Model S may be getting new seats ➤ Hyundai cuts Ioniq 6 prices ➤ Toyota developing manual EV Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla adjust Model Y prices ➤ September PCE ➤ Cybertruck delivery event raffle begins ➤ New color for S/X ➤ Highland FSD details ➤ Tesla still discussing investment with Indonesia ➤ Tesla workers in Sweden begin strike ➤ Cruise suspends all autonomous rides ➤ Waymo begins Uber integration ➤ GM / Stellantis give UAW new offers ➤ Autonation reports declining profits Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Nasdaq has worst two-day performance of the year ➤ BP to buy $100M of Supercharging hardware from Tesla ➤ Highland Model 3 deliveries start in China ➤ Firmware shows new features coming ➤ Hertz comments on Tesla’s impact on earnings miss ➤ Ford reports Q3 earnings, delays EV investment ➤ Mercedes comments on “brutal” EV market Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla hits record in Denmark with time to spare ➤ Nasdaq has worst day in 8 months ➤ Tesla added to Fortune fastest-growing companies list ➤ New York City loosens restrictions for EVs ➤ UAW strike appears to be coming to a close ➤ Honda shelves plans to develop EVs with GM ➤ LG comments on EV demand, battery plans ➤ Toyota comments on EVs ➤ Hyundai provides battery factory update ➤ LA city council hold press event about robotaxis ➤ Ford increases F-150 Lightning prices Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ GM, Cruise share difficult updates ➤ New details on Tesla’s expansion plans ➤ Upcoming software to offer new features ➤ China insured vehicle numbers ➤ Cybertruck updates ➤ UAW actions and Stellantis comments Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla publishes 10-Q SEC filing with more details from Q3 ➤ Model 3 Highland deliveries begin ➤ Giga Nevada update ➤ Musk comments on advertising ➤ Data shows low theft rate for Tesla vehicles ➤ New Cybertruck videos ➤ Texas begins EV credit program ➤ V4 Supercharger internal images ➤ Governor of Neuvo Leon plans presidential campaign ➤ UAW expands strikes on Stellantis Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla completes an unusual test on the Cybertruck ➤ NHSTA publishes 2024 Tesla VIN decoder, offering new insight on Cybertruck ➤ New comments on Giga Mexico ➤ Tesla adjusts US and Canada pricing, Megapack as well ➤ Ontario plans $91M of EV charging funding ➤ US Justice Department comments on Tesla lawsuit ➤ Tesla delivers one-millionth vehicle in Europe ➤ Lucid announces Gravity unveiling ➤ UAW updates ➤ VW comments ahead of earnings ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New details on possible performance version on Model 3 Highland ➤ Analysts react to Tesla earnings ➤ Toyota announces intent to adopt NACS ➤ Tesla battery engineer departs ➤ Earnings follow-ups Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

YouTube link: https://youtube.com/live/HTTcNFQdhUo ➤ Expectations for Tesla’s Q3 earnings report ➤ BMW announces intent to adopt NACS ➤ GM announces delayed EV investment ➤ Model X over-the-air recall ➤ China insured vehicle numbers ➤ Lucid deliveries Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla quietly makes plans to launch in a new market ➤ Piper Sandler issues new TSLA note ➤ New photos of Cybertruck compared to other interesting vehicles ➤ Motor Trend reviews Highland Model 3 ➤ New Model Y filing in China ➤ Predictive Supercharger availability ➤ More V4 Superchargers ➤ Ford comments on strikes, reduces shifts on F-150 Lightning ➤ Cyberquad for kids available in Europe ➤ Starlink secures new partners Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ VW comments on EV orders, targets ➤ Kia EV day ➤ 4680 battery storage video ➤ Cybertruck measurement ➤ Tesla Semi event details ➤ New referral program prize ➤ Update on Tesla fire story ➤ CATL Shanghai factory ➤ New Tesla merchandise ➤ Falcon Heavy launch ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New data shows good news for Tesla production ➤ CPI data ➤ China updates ➤ Tesla lowers lease pricing ➤ Tesla publishes API documentation ➤ Universum releases global employer rankings ➤ Giga Berlin reportedly plans wage increases ➤ Report on SEC complaint ➤ Market data from KBB ➤ Ford comments on UAW actions ➤ Kia shares EV9 EPA ranges ➤ Starlink shipping company agreement Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla announces major 4680 production milestone ➤ PPI higher than expected ➤ Tesla introduces vehicle wraps ➤ Model 3 PPF video: https://youtu.be/V_KdXVBn2O8 ➤ Survey shows low EV awareness ➤ China sales details ➤ Model 3s at port ➤ V4 Supercharger opens in Asia ➤ Tesla sells small business unit ➤ Q3 Q&A opens ➤ Idra expands customer base for gigapresses ➤ UAW suddenly extends Ford strike Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla appears to begin new advertisement ➤ Analyst updates ➤ New Tesla energy storage project ➤ Tesla comments on Giga Berlin conditions ➤ China insured vehicle numbers ➤ More V4 Supercharger installations ➤ Unifor and GM reach tentative agreement ➤ Toyota and LG announce battery agreement ➤ Renault plans investor day for EV business Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ IRS and Treasury Department issue EV credit guidance ➤ Tesla lowers prices, changes other incentives ➤ Tesla livestreams Cybertruck in Mexico ➤ Cybertruck castings at Giga Texas ➤ China sales update ➤ Tesla comments on lithium refinery ➤ V4 Supercharger installations begin in US ➤ S&P publishes automotive brand loyalty data ➤ Union updates Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ SEC seeks court order against Elon Musk ➤ Tesla granted CT order ➤ Hyundai-Kia joins NACS ➤ Germany sales update ➤ Giga Mexico reports ➤ Updated Model Y photos ➤ Tesla increases Semi hiring ➤ Cybertruck sightings ➤ GM CTO reportedly exiting ➤ Lucid releases new opening-price version ➤ Musk comments at IAC ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New Cybertruck rumors following test-drive ➤ Automakers report US sales for Q3 ➤ Tesla reportedly finalizes Giga Nevada expansion plans ➤ Model 3 fulfillment for Canada reverts to Fremont ➤ Updated Model 3 teased in Hong Kong ➤ Tesla adds FSD to referral program ➤ Safety feature update ➤ Kia plans EV Day ➤ Rivian plans capital raise Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New details on Cybertruck interior and other updates ➤ Tesla releases RWD Model Y in US ➤ Tesla Semi on Jay Leno’s Garage: https://youtu.be/LMKySYs-hCg ➤ Tesla argues lawyer compensation relating to lawsuit ➤ Ford cancels some dealer orders for F-150 Lightning, announces new trim ➤ Rivian Q3 deliveries ➤ Musk to speak at IAC Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has released Q3-23 delivery and production numbers Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer discusses what to expect ahead of Tesla’s Q3 delivery and production report ➤ UAW expands strike ➤ Texas update ➤ Tesla hosts Installer Day ➤ PCE comes in light Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla begins prepping “Launch Team” for Cybertruck ➤ Cybertruck and Rivian R1S spotted side by side ➤ Tesla Semi hits daily mileage record ➤ Highland Model 3 updates ➤ Piper Sandler note ➤ Tesla breaks ground on diner ➤ EEOC sues Tesla: https://www.cnbc.com/2023/09/28/eeoc-sues-tesla-alleging-widespread-racist-harassment-of-black-workers.html ➤ X approaching profitability ➤ Honda shares more details on new EV Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Mercedes releases level 3 driving ➤ Adam Jonas note ➤ Confusing report on Tesla casting ➤ Giga Texas updates ➤ Tesla VP on Highland Model 3: https://x.com/xiaoteshushu/status/1706882025481966017?s=20 ➤ Megapack fire in Australia ➤ V4 Supercharger installation manual: https://x.com/MarcoRPi2/status/1706768319825506584?s=20 ➤ Tesla sends solar marketing emails ➤ FSD trial extended for HW4 vehicles ➤ Musk comments on Tesla sales chart ➤ Kia announces EV9 starting price ➤ Hyundai-Kia recalls 3M+ vehicles ➤ Apple car report Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Automakers face difficult decisions in new environment ➤ China insured vehicle numbers ➤ Giga Texas updates ➤ New FSD Beta version begins rollout ➤ Tesla adjusts Supercharging prices in Canada ➤ Powerwall 2 price reduction ➤ EU to evaluate EV subsidies ➤ President Biden visits UAW rally Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla releases Optimus Tesla bot update ➤ Giga Texas employees return ➤ Cybertruck updates ➤ Musk meets with president of Hungary ➤ Tesla expands VPP to San Diego ➤ Canadian autoworkers reach agreement with Ford ➤ Ford pauses battery factory plans ➤ Starlink crosses subscriber milestone Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk comments on performance version of Tesla Cybertruck ➤ Nasdaq has worst week in six months ➤ Tesla outlines Giga Texas growth plans ➤ Giga Berlin credited for state economic growth ➤ Giga Mexico update ➤ Tesla engineers detail vehicle audio systems ➤ Interesting new Supercharger opening ➤ UAW expands strike, comments leak Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New survey indicates knowledge gap on EV affordability, experience ➤ Jaguar announces intent to adopt NACS ➤ Tesla reportedly discussing energy storage factory with India ➤ Elon Musk meets with PM of Thailand ➤ Model 3 Performance update ➤ New Cybertruck wrap ➤ Giga Texas update ➤ 4680 rumor ➤ Musk comments on GPU cluster ➤ CATL awarded energy storage contracts in Australia Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Oracle’s Larry Ellison comments on Cybertruck project and FSD timeline ➤ FOMC holds rates but increases forecast ➤ Tesla adds new referral program reward ➤ Service centers prep for Cybertruck ➤ Lawyers ask for hundreds of millions in settlement ➤ Tesla partners with bank to provide low rate financing in Australia ➤ New Starlink dish approved by FCC Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Updated insured vehicle numbers in China ➤ Texas production discussion ➤ New patent published: https://image-ppubs.uspto.gov/dirsearch-public/print/downloadPdf/11764432 ➤ Model X wait times extended ➤ Megapack timelapse ➤ Shareholder lawsuit update ➤ Wall St. Journal reports on government investigations ➤ Toyota demos casting prototype ➤ UAW update ➤ Neuralink opens trial recruitment Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla produces 5 millionth vehicle just months after hitting 4 million ➤ Goldman Sachs lowers TSLA estimates ➤ Report on Tesla’s Dojo plans ➤ Musk meets with prime minister of Israel and president of Turkey ➤ Tesla and Hertz add app access ➤ Insight from Deutsche Bank note ➤ California sues oil companies ➤ SpaceX countersues DOJ ➤ The Boring Company to host demo day Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly developing next level casting for new vehicle platform ➤ Giga Mexico report ➤ Cybertruck delivery info ➤ Tesla removes 4680 Model Y ➤ Updated Model 3s spotted at port ➤ Tesla exec shares Autobidder profit details ➤ Tesla adds new referral program award ➤ UAW begins strike ➤ PPI / Calendar ➤ Isaacson interview: https://youtu.be/eXonrPDVesc Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Walter Isaacson joins Rob Maurer to discuss the biography of Elon Musk ➤ Link to book: https://amzn.to/3Zivgxu Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla to receive significant funding for charging in Europe ➤ Ron Baron discusses Tesla on CNBC ➤ UBS increases price target ➤ CPI higher than expected ➤ EU / India evaluate EV policies ➤ Tesla adds Powerwall 3 to website ➤ Additional details on updated Model 3 ➤ More Tesla Semi data ➤ Details from Musk biography ➤ Musk attends AI summit Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New data on Tesla Semi ➤ https://results-2023.runonless.com/truck/?day=1&depot=pepsico&truck=pepsi_tesla1&units=imperial ➤ Tesla reportedly plans to increase Giga Mexico investment ➤ China insured vehicle numbers ➤ US vehicle registration data ➤ Tesla crosses Supercharger milestone ➤ More insight on Robotaxi concept ➤ Ron Baron to be on CNBC Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ First look at Tesla’s concept for a robotaxi ➤ Morgan Stanley upgrades TSLA stock ➤ New details on FSD 12 ➤ China production for August ➤ Giga press photo ➤ Semi production rumor ➤ Tesla promotional video at baseball game ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Details on Musk’s plans for Tesla’s next-gen vehicles: https://www.axios.com/2023/09/08/walter-isaacson-elon-musk-book-excerpt ➤ Tesla begins Powerwall 3 installations ➤ Parking lot full of updated Model 3s ➤ China sales update ➤ Detroit Auto Show news ➤ FSD visualization ➤ Cybertruck pair spotted ➤ Tesla vehicle family photo ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla and Hilton announce charging partnership ➤ Honda announces intent to join NACS ➤ Model X wait times extended, referral rewards reduced ➤ Cybertruck delivery event invitation removed from referral program ➤ Highland updates ➤ FSD visualization news ➤ Megapack numbers growing at Fremont ➤ UAW comments on GM contract offer Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla announces Giga Shanghai production milestone ➤ Highland production rumors ➤ Giga Texas updates ➤ Giga Mexico report ➤ Tesla to participate in Detroit auto show ➤ Excerpt discusses Musk’s AI plans ➤ Tesla increases price of steering yoke ➤ Tesla China partners with McDonald’s ➤ Canada report ➤ SpaceX reportedly loaned funds to Musk Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has dropped the coming soon qualifier on FSD in the design studio ➤ Updates on China sales, wait times ➤ More news on Tesla’s updated Model 3 ➤ Tesla comments on upcoming China Megafactory ➤ Europe surpasses 2022 sales ➤ Tesla opens Giga Berlin shuttle ➤ Update on NEVI funding awards Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla significantly reduces prices on Model S/X ➤ Tesla lowers price of FSD ➤ Cybertruck frunk photo ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has released the brand new “Project Highland” Model 3 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Details on Tesla’s massive progress this week ➤ GDP / PCE report ➤ Highland update ➤ Dahn Research Group talks Tesla partnership: https://electricautonomy.ca/2023/08/29/tesla-jeff-dahn-group-battery-research/ ➤ Tesla opens more Superchargers in Australia ➤ DOJ, SEC reportedly investigate Tesla ➤ Rivian announces dual-motor range Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Music by Evan Schaeffer Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla stock continues strong run ➤ Market reacts as new economic data is published ➤ Excellent China sales numbers ➤ Project Highland possibly spotted in Europe ➤ Hardware 4 vehicles begin to receive FSD Beta ➤ NHTSA sends special request to Tesla regarding FSD ➤ Tesla plans to add X app to cars ➤ Musk invited to Senator’s AI panel ➤ Megapack pricing discussion ➤ China gasoline usage may have peaked Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk livestreams Tesla’s FSD Beta v12 ➤ Tesla compute capacity updates ➤ Hardware 4 information  ➤ Highland / Cybertruck updates ➤ Tesla lithium refinery progress ➤ Megapack price reduction ➤ Piper Sandler issues note on TSLA ➤ Calendar  Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla’s path to sales in India may be clearer as India considers material change to EVs ➤ Fed Chair Powell speaks ➤ Musk comments on FSD Beta ➤ FSD Beta 11.4.7 starts customer release ➤ Supercharger updates ➤ Highland rumor ➤ Tesla leads innovation survey ➤ Giga Mexico drone videos: https://youtu.be/CxUm6OXlErI ➤ UAW members authorize strike ➤ SpaceX completes static fire test Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New features spotted in Cybertruck photos ➤ Rear brake lights video ➤ Delivery event rumor ➤ FSD Beta 11.4.7 release notes ➤ FSD Beta v12 update ➤ NHTSA comments on Tesla investigation ➤ Tesla received drive-in theater / restaurant approval ➤ Folsom police force adds Teslas ➤ Ford unveils matte black F-150 Lightning ➤ Department of Justice sues SpaceX Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla Cybertruck production candidate driven by Elon Musk ➤ NVDA reports strong earnings ➤ Giga Berlin production report ➤ Texas approves Tesla VPP ➤ FSD branch merge ➤ Starship prepares for second orbital test flight Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla is quietly leading in an under-appreciated market ➤ Tesla reportedly switches up solar strategy ➤ Possible Highland sightings in China ➤ China insured vehicle numbers ➤ Tesla scores highly in customer satisfaction survey ➤ Tesla leases massive space in Texas ➤ Canada and Tesla conversations released ➤ New Yorker publishes article on Elon Musk ➤ Northvolt announces funding Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla stock has best day in months after being added to “best ideas” list ➤ Honda announces intent to adopt NACS ➤ Highland updates ➤ Cybertruck filming spotted ➤ India reports ➤ Malaysian Prime Minister comments on Tesla ➤ Tesla adds Siri support ➤ UAW comments ahead of contract ending ➤ Cruise ordered to reduce vehicle operations ➤ Calendar ➤ Tesla Daily turns six Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla automatic braking avoids disaster ➤ Even more Cybertrucks spotted ➤ Highland rumors ➤ Tesla seeks test drivers in Japan ➤ Judge rejects Solar Roof settlement ➤ Model S Plaid Nürburgring record falls ➤ Lamborghini introduces first EV: Lanzador ➤ Ford announces Mustang GTD Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock is down 25% over the last month ➤ Musk arrives in Japan ➤ Cybertrucks arrive in Fremont ➤ Bloomberg reports on Project Highland ➤ Design studio confusion ➤ Tesla alludes to rental business in job listing ➤ V4 Supercharger installations continue ➤ JD Power publishes charging survey results ➤ Core Lithium announces Tesla notice ➤ Ford teases Mustang announcement Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Multiple Tesla Cybertrucks spotted in transport ➤ Cybertruck pulls tight u-turn ➤ Texas approves plan to require NACS ➤ Tesla discounts inventory S/X in China ➤ Highland rumors ➤ Fremont construction ➤ FSD v12 teaser ➤ New York City proposes plan to cut fleet emissions ➤ Tesla/SpaceX assist Hawaii ➤ Starship approaches second test flight ➤ Tesla adds new merch ➤ CATL announces new LFP battery ➤ Jaguar to discontinue I-Pace Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla adds new charging product to shop ➤ Some states announce National Electric Vehicle Infrastructure funding awards ➤ China insured vehicle numbers ➤ Fisker to adopt NACS ➤ Rivian CEO comments on NACS ➤ Reports on FSD efforts in China ➤ Tesla seeks data center lead for end-to-end design Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla releases standard range Model S and Model X ➤ Tesla cuts prices on some vehicles in China ➤ July China production ➤ Cybertruck sightings Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Progress report on Giga Mexico ➤ New Gigafactory hire ➤ CPI ➤ Megapack sightings ➤ Volex licenses NACS ➤ NHTSA investigates Tesla crash ➤ UAW negotiations report ➤ Illinois brings back EV credit ➤ X CEO Linda Yaccarino discusses X on CNBC ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla hires new lead for Giga Nevada expansion ➤ More insight on EnergyHub partnership ➤ New Highland rumors ➤ Cybertruck update ➤ S&P drops ESG from credit ratings ➤ New Tesla merchandise ➤ Tesla promotional efforts ➤ GM discusses EV problems ➤ GM unveils Cadillac Escalade IQ Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rivian reports Q2 earnings ➤ Tesla China insured vehicle numbers ➤ Tesla China July sales ➤ Third party apps begin receiving official API access ➤ Tesla partners with VPP provider ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Zach Kirkhorn steps down as Tesla’s CFO ➤ PepsiCo discusses experience with Tesla Semi so far ➤ New look at Cybertruck frunk ➤ Tesla adds V4 Superchargers at Giga Berlin ➤ CATL sets date for product announcement ➤ Lucid reports earnings ➤ Neuralink raises $280M Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ A number of new rumors circulate regarding Tesla Highland production ➤ Apple, Amazon report earnings ➤ China wholesale sales ➤ Fremont tent permit ➤ Tesla advertising update ➤ Cybertruck photos ➤ GM’s pricing with Blazer EV suggests deeper struggles Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk comments on “final piece” for FSD Beta ➤ US debt downgraded ➤ Tesla demonstrates reduction in Powerwall installation speed ➤ Tesla reportedly leases office space in India ➤ New LA service center ➤ Model 3 wait times ➤ Tesla / Rivian lawsuit ➤ ai.com Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla seeks federal funds for major Tesla Semi charging route ➤ Weekly China insured vehicle numbers ➤ NHTSA open preliminary evaluation into Tesla steering complaints ➤ Tesla files permit for Fremont ➤ Software update features ➤ Ford restarts F-150 Lightning production Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Dealership profits start to decline after inventory shortages ➤ GM announces start of production on Chevy Blazer EV ➤ Mazda discontinues MX-30 sales in US ➤ Exxon reportedly in supplier discussions with Tesla ➤ Uber Japan to add dedicated Tesla request option ➤ Tampa announces Tesla transportation service ➤ Cybertruck videos ➤ Ukrainian Powerwall deliveries Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla appears to resume production at Fremont after short downtime ➤ PCE comes in below expectations ➤ Safety response at Giga Texas ➤ Cybertruck line video ➤ NHTSA outlines fuel economy standards proposal ➤ Tesla reportedly continues talks with India ➤ V4 Supercharger installations continue ➤ Tesla updates website, adds demo drives to referral program ➤ Ford talks hybrids ➤ SpaceX to attempt Falcon Heavy launch: https://www.youtube.com/live/5ixbPMe6684 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Bloomberg publishes results of Model 3 owners survey ➤ Musk tests FSD Beta v12 ➤ Project Highland sightings ➤ California attorney general investigation ➤ Reuters special report on Tesla range ➤ Ford beats earnings, lowers EV guidance Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Stellantis CEO comments on Tesla's operating margin decline ➤ FOMC meeting ➤ Automakers form US charging company ➤ Tesla acquisition details ➤ Giga Texas expansion ➤ VW partners with XPENG ➤ Waymo refocuses business plan Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla overtakes Toyota to become the best-selling brand in California ➤ New insured vehicle numbers ➤ V4 Supercharger details ➤ New Tesla Semi charger  ➤ Tesla starts FSD Beta 11.4.6 rollout ➤ Cybertruck updates ➤ Energy project expansion ➤ GM to continue producing Bolt EV ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New details from Tesla’s 10-Q quarterly filing ➤ Calendar ➤ UBS downgrades TSLA stock ➤ India discussions continue ➤ New Cybertruck photos / video ➤ Twitter begins to rebrand to X Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Giga Berlin expansion plans: https://www.uvp-verbund.de/trefferanzeige?docuuid=250677b6-a8f4-4850-a126-7d3ff82103ba ➤ Expansion details: https://twitter.com/tobilindh/status/1681427020302143488 ➤ New Cybertruck wrap spotted ➤ Tesla begins rolling out software update ➤ Tesla extends financing options in the US ➤ SpaceX gets closer to another test flight ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Join Rob Maurer for live reaction to Tesla's Q2 2023 earnings call ➤ Reaction to shareholder letter: https://youtube.com/live/XoZNcLijT1g Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer discusses expectations for Tesla’s Q2-23 earnings report ➤ YouTube version: https://youtube.com/live/fRMAXdXuDrw ➤ Earnings context: https://youtu.be/CUwDiyJFov0   Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla announces completion of first Cybertruck at Giga Texas ➤ Analysts increase price targets ➤ Ford cuts F-150 Lightning prices ➤ Tesla Semis spotted ➤ Tesla board settles shareholder lawsuit ➤ Senator Warren urges for SEC investigation ➤ Giga Berlin updates ➤ Tesla steps up promotional activities ➤ More V4 Supercharger photos ➤ Hyundai comments on charging plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Musk elaborates on relationship between Tesla and xAI, comments on FSD and Dojo ➤ New Cybertruck body-in-white ➤ Panasonic reportedly in discussions with India ➤ Musk meets with Malaysian prime minister ➤ FSD Beta update ➤ Supercharger v4 ➤ Model Y Korea ➤ Volkswagen CEO comments ➤ BYD factory proposal   Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly presents ambitious plans in India ➤ PPI comes in lower than expected ➤ Cybertruck charging teaser ➤ Report on Model Y registration growth ➤ Tesla tops all brands in Autotrader desirability report ➤ xAI Twitter space scheduled ➤ Musk keynote ➤ Twitter business model change Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk unveils new company: xAI ➤ June CPI ➤ China production ➤ Giga Berlin plans to be published ➤ Tesla expects tax credit reduction ➤ New Jersey continues EV credits ➤ Customizable wiper controls added ➤ Solar Roof lawsuit settled ➤ Q2 Q&A open: https://app.saytechnologies.com/tesla-2023-q2 ➤ Q3 Supercharger voting opened: https://www.tesla.com/supercharger-voting ➤ UAW prepares to kick off negotiations ➤ Lucid announces Q2 deliveries   Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla looks to expand Tesla Electric plans abroad ➤ China insured vehicle numbers ➤ Toyota discusses strange plans ➤ Massive Supercharger in Arizona ➤ Cybertruck continues testing ➤ WSJ report on glass incident ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Update on Giga Mexico’s progress from Nuevo León’s governor ➤ Nasdaq 100 rebalancing impact ➤ Tesla sets quarterly sales record in China ➤ Tesla reportedly lays off battery employees at Giga Shanghai ➤ Automakers briefly sign pricing pledge in China ➤ Tesla Bot hiring at Giga Nevada ➤ Giga Texas production possibly paused ➤ Cybertruck testing videos ➤ Tesla Malaysia updates ➤ Tesla changes base color ➤ FSD Beta 11.4.5 starts employee rollout ➤ Hardware 4 computer ➤ NACS updates ➤ Rivian sales   Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Analyzing Tesla’s record Q2 delivery and production numbers ➤ Schedule update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Volvo agrees to adopt NACS ➤ SAE fast tracks standardization of NACS ➤ Tesla sets record in China ➤ Tesla brand loyalty shows strength ➤ Chargepoint readies NACS ➤ Stellantis announces charging efforts ➤ Tesla ads   Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock downgraded by Goldman Sachs ➤ Deutsche Bank increases delivery estimates ➤ New Cybertruck details ➤ Highland rumors ➤ Giga Mexico report ➤ Spain may be out of factory race ➤ Tesla appears to dip toes into ads ➤ Musk comments on FSD ➤ Starship static fire ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New looks at Cybertruck production processes ➤ Tesla updates Cybertruck reservation page ➤ New Cybertruck patent ➤ Ron Baron expects TSLA to double ➤ Acquisition update ➤ Another state pushes for NACS ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rumors on Tesla’s Model 3 refresh ➤ Morgan Stanley downgrades TSLA stock ➤ Cybertrucks spotted in pairs ➤ China extends NEV purchase tax exemption ➤ Musk comments on Dojo, auto wipers, and smart summon ➤ Tesla scores poorly in initial quality survey ➤ Ford conditionally approved for DOE loan Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla subtly drops huge news on AI targets ➤ Barclays downgrades TSLA stock ➤ Musk comments after meeting with Indian prime minister ➤ Tesla reportedly makes stealth acquisition ➤ Texas to require NACS for funding ➤ Giga Texas expansion ➤ Tesla Energy paying off in Texas ➤ Tesla tops most-American car index ➤ Rivian R2 details Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rivian announces plans to implement NACS ➤ Hyundai comments on NACS ➤ Huge energy storage project in Australia ➤ Musk to meet with India prime minister ➤ Tesla likely to invest in France: https://twitter.com/dvorahfr/status/1671194004153675777?s=20 ➤ Cybertruck reportedly arrives in New Zealand ➤ Tesla Semi update ➤ FSD Beta 11.4.4 release notes ➤ “Elon Mode” ➤ China insured vehicle data ➤ Inventory discounts ➤ Steer by wire patent ➤ Toyota working hard Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla announces 4680 battery production milestone ➤ UBS tours Giga Berlin ➤ China expansion reports ➤ New motor rumor ➤ Powerwall rebates ➤ VPP update ➤ Semi recall ➤ Musk interviews in France ➤ Calendar update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk meets with Italian prime minister ➤ Analysts update price targets ➤ Tesla adds free Supercharging incentive to Model 3 ➤ Giga Berlin production reports ➤ Drew Baglino comments on VPP plans ➤ Florida establishes new dealership laws ➤ Tesla bumps price of wall connector Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk comments on Tesla Semi ramp and opening up the charging network at EEI conference ➤ CPI mostly in line with expectations ➤ Hardware 4 radar confirmed again ➤ Stellantis comments on NACS ➤ Toyota shares update on EV plans ➤ Polestar announces Polestar 2 pricing ➤ Waymo expands in San Fransisco ➤ Musk comments on Starship timeline ➤ Discussing battery swapping: https://youtu.be/lm0aOfc-wAc?t=289 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

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➤ TSLA stock ties record streak ➤ Analyst updates ➤ Charging companies start to adopt NACS ➤ White House comments on charging subsidies ➤ Project Highland apparently spotted in China ➤ New record sales in China for 3-month period ➤ FSD Beta 11.4.3 starts to roll out ➤ Tesla signs new lease in Fremont ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ GM announces plan to adopt NACS, access Tesla’s Supercharger network ➤ TSLA stock streak continues ➤ Analyst initiates buy rating ➤ Tesla rumored to have interest in Spain factory ➤ Cybertruck production plans, timeline report ➤ Tesla recruits China suppliers for Mexico ➤ Ford scales back Mach-E plans in China Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla stock continues historic run ➤ Canada raises interest rates ➤ Musk meets with Mongolian Prime Minister ➤ Report on Tesla and India ➤ New Tesla Energy project ➤ SolarCity lawsuit ruling ➤ Waymo accident ➤ Volvo unveils new EV Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Image(s) and/or footage used under license from Shutterstock.com Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Plans to include EVs in biofuel credit system reportedly dropped ➤ China insured vehicle numbers ➤ Project Highland sighting ➤ LR Model 3 in inventory ➤ Intel to sell some Mobileye shares ➤ GM reveals Proxima prototype Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Ford CEO Jim Farley explains Tesla’s huge lead ➤ Citi, Piper Sandler analyst notes ➤ China May sales ➤ Giga Shanghai increases security ➤ GM CEO Mary Barra discusses EVs ➤ Musk comments on FSD licensing ➤ FSD testing rumors ➤ Tesla adds referral incentives ➤ Panasonic to expand at Giga Nevada ➤ EV credit update ➤ Tesla sets record at Nürburgring ➤ Twitter updates ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla just updated tax credit information for the Model 3 ➤ China to extend EV purchase tax exemption ➤ Cybertruck castings seem to appear at Giga Texas ➤ GM / Stellantis comment on fuel economy penalties ➤ Tesla Track Pack: https://youtu.be/K7j3NP8dWMY Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla rated as number one global automaker in ICCT research report ➤ Tesla publishes conflict minerals report ➤ Elon Musk returns from China ➤ Tesla adjusts inventory discounts as some levels increase ➤ Report on Tesla and India discussions ➤ Model Y dominates Norway market ➤ Giga Texas satellite view ➤ BYD delivers strong sales in May Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly plans early glimpse of updated Model 3 during Musk visit to China ➤ Musk continues meeting with government officials ➤ Tesla to supply massive energy storage project in Arizona ➤ Hardware 4 insight ➤ Musk interview with The Babylon Bee ➤ Lucid to raise more capital Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk lands in Beijing for visit ➤ Tesla SEC filings ➤ Insured vehicle data ➤ Tesla wins lawsuit ➤ FSD Beta 11.4.2 released ➤ Tesla lists job for large language models ➤ Tesla Electric promotion ➤ Ford to send all EV customers NACS adapter ➤ NHTSA closes one Tesla investigation ➤ Colorado updates EV credit ➤ Tesla celebrates Giga Berlin ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Jim Farley and Elon Musk announce major partnership between Ford and Tesla ➤ FSD Hardware 4 starts to roll out to more vehicles ➤ FSD Beta appears internationally ➤ Cybertruck interior photo ➤ Model Y reportedly becomes best-selling car in the world ➤ Report on leaked Tesla safety data ➤ Giga Berlin update ➤ Neuralink receives approval for human trials Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Nvidia rockets after earnings beat, strong guidance ➤ DeSantis Twitter space crashes ➤ Tom Zhu exercises TSLA options ➤ New state adds EV credit ➤ More insight on brand ranking ➤ EV mileage comparison published ➤ Giga Berlin sets up for a possible event Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk teases new factory in interview with The Wall Street Journal, among other topics ➤ Tesla brand reputation sharply declines in Harris poll ➤ New insured vehicle data from China ➤ Tesla broadens FSD Beta availability in US ➤ Judge dismisses lawsuit against Musk ➤ Tesla cleaning: https://tinyurl.com/2re2x233 ➤ Waymo and Uber announce partnership Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Musk performs well in shareholder vote, favorable in Harris poll ➤ Tesla adds commission pay structure in Europe ➤ New BYD battery charge performance ➤ Ford discusses ICE, EV plans in capital markets day ➤ GM announces plans for all-electric Cadillac Escalade ➤ Cruise hits milestone ➤ SpaceX completes crewed launch ➤ The Boring Company update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Deutsche Bank issues analyst note after Shareholder Meeting, factory tour ➤ Tesla Asia publishes promotional video ➤ Tesla applies for China expansion ➤ More reporting on Tesla and India ➤ GM updates range on Chevy Silverado EV ➤ Munro tears down Hummer ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla FSD Beta goes head-to-head with Waymo in Arizona: https://youtu.be/Hv9HtWUf27s ➤ Ford dramatically raises prices on Blue Cruise driver assist ➤ Senators push for mandatory radio ➤ More Tesla and India reporting ➤ Tesla brand loyalty ➤ Roadster acceleration teaser ➤ Cyberquad news ➤ Toyota spreads doubt on EVs ➤ Walter Isaacson’s biography on Elon Musk ready for release Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla shareholder meeting reaction ➤ Musk says Tesla will try advertising ➤ Tesla bot update ➤ CNBC’s David Faber interviews Musk ➤ Cybertruck towing ➤ Reuters reports Tesla has proposed factory in India ➤ Tesla receives strong reliability score ➤ IDRA receives Giga Press order from legacy OEM ➤ Correction on California market share Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla Daily is back! ➤ Elon Musk appoints new Twitter CEO ➤ Tesla set for shareholder meeting ➤ Tesla Y price increases, sales, wait times, production ➤ Right-hand drive S/X cancelled ➤ FSD 11.4.1 ➤ Highland rumors ➤ Tesla breaks ground on lithium refinery ➤ Giga Texas hit production milestone ➤ Musk meets with Samsung, Macron ➤ Tesla adds vehicles to referral program ➤ Panasonic 4680 delays ➤ BYD cuts price on Seal ➤ Starlink hits user milestone Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla sales in China show strong start to second quarter ➤ Zach Kirkhorn files Form 144 ➤ Calendar preview ➤ Tesla increases S/X prices internationally ➤ Tesla looks for feedback on what to improve ➤ Midnight Cherry Model Y teaser Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly begins production of new Model Y configuration at Giga Berlin ➤ April sales in Europe ➤ Tesla Semi to participate in trucking event ➤ Tesla announces Model S Plaid Track Package ➤ Ford comments on pricing, costs, and strategy on earnings call ➤ Waymo doubles coverage area in Phoenix Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla adds Model 3 Long Range back to US design studio after nearly a year long hiatus ➤ Fed raises rates, hints at potential pause ➤ Tesla files application for “Lithium Lab” ➤ IDRA expands casting equipment ➤ UAW withholds Biden endorsement ➤ The Boring Company receives expansion approval in Las Vegas Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla leadership in Europe reportedly discusses growth plans ➤ Tesla raises prices in the US and China ➤ Extended financing options added in some markets ➤ Housing development in Florida partners with Tesla for solar ➤ Tesla signs lease for new facility in Washington ➤ Unused original Roadsters discovered in China ➤ Ford announces Mach-E updates, reports Q1 earnings Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Alex Potter of Piper Sandler cuts TSLA price target ➤ Ford CEO Jim Farley shares some advice with Tesla ➤ New Cybertruck photos ➤ Ram truck design contest shows interesting trend ➤ Shanghai Model 3 may be heading to Canada ➤ Tesla not taking S/X orders in more right-hand drive countries ➤ Tesla offering discounted financing on Model Y in Germany ➤ Reports of Shanghai factory production break ➤ Fremont factory applications ➤ The Boring Company looks to implement Tesla safety features ➤ Musk comments on FSD Beta ➤ Musk reaches settlement in defamation case ➤ SpaceX launches Falcon Heavy after short delay Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla adds new safety features in over-the-air software update ➤ First Republic reportedly headed into FDIC receivership ➤ PCE report for March ➤ Cruise publishes crash data for first 1M driverless miles ➤ Model Y 7-seat option price change ➤ Tesla updates scope of business in China ➤ Mr. Money Mustache orders a Tesla ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ BYD reports sequential decline in revenue and earnings following Tesla price cuts ➤ Musk’s lawyers raise fakes as concern in court case ➤ CarMax releases report on EV interest ➤ Tesla removes ordering option for S/X in Australia ➤ More discussion on a possible South Korea factory ➤ Mobileye drops on reduced guidance ➤ SpaceX updates Nasa on next Starship timeline Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk meets with South Korean president to discuss Tesla factory ➤ Musk meets with Senate majority leader Chuck Schumer ➤ Jefferies downgrades TSLA stock ➤ Tesla inventory discussion ➤ Enphase gives weak guidance in solar industry ➤ New Cybertruck sighting in California ➤ Honda comments on EV market ➤ BYD comments on autonomous driving Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New insight from Tesla’s latest Impact Report ➤ Full report: https://www.tesla.com/ns_videos/2022-tesla-impact-report.pdf ➤ Highlight report: https://www.tesla.com/ns_videos/2022-tesla-impact-report-highlights.pdf ➤ Tesla begins sending out shareholder meeting invites ➤ Weekly China insured vehicle numbers ➤ Tesla reportedly begins opening Superchargers in China ➤ Tesla Semi update ➤ FSD Beta comments ➤ GM plans to end Chevy Bolt production Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Disclosures from Tesla’s 10-Q filing ➤ Calendar preview ➤ Tesla increases S/X prices and adds Supercharger incentive ➤ Tesla adds new Model Y configuration in Canada ➤ Reports on Tesla’s EV market share in California ➤ EV market share episode: https://youtu.be/z5EkpVR2Ark  ➤ Update on Giga New York ➤ Morgan Stanley survey demonstrates sentiment Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer walks through the most important items from Tesla’s Q1 earnings report ➤ Clarifying foreign exchange impact ➤ Analysts update price targets after earnings ➤ ARK publishes new TSLA model ➤ Tesla mobile app update ➤ EV tax credit updates ➤ Starship’s first fully integrated test flight Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer walks through forecasts and what to expect for Tesla’s Q1-2023 earnings report Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ FSD Beta v11.4 release notes leak with some significant updates ➤ Earnings week ➤ Giga Mexico timeline updates ➤ EV tax credit changes are published ➤ Model 3 Long Range RWD returns ➤ Tesla pricing comparison by country ➤ Renault comments on Tesla price cuts ➤ Tesla shares Megpack-powered Supercharger ➤ Huawei discusses vehicle castings ➤ Volkswagen shares ID.7 details ➤ Starship test flight rescheduled Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ First glimpse of Cybertruck’s frunk opening ➤ Tesla cuts prices in Europe ➤ Tesla sets up new energy company in Shanghai ➤ Elon Musk set to interview on Fox News ➤ Lucid announces production and delivery numbers, showing growing inventory ➤ Starship receives FAA launch license ➤ Wall St. Journal reports on X.AI company Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Image appearing to show new Model 3 design posted to Reddit ➤ PPI report below expectations ➤ Insight on Tesla’s Megapack production rate: https://youtu.be/3T6sSufXPQs ➤ China sales start strong in second quarter  ➤ Twitter partners with eToro ➤ SpaceX gets closer to Starship test Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk interviews with the BBC: https://www.bbc.com/news/av/world-us-canada-65249139 ➤ Twitter Spaces link: https://twitter.com/i/spaces/1djGXldPqNyGZ ➤ CPI report ➤ FOMC meeting minutes ➤ Powerwall 3 reporting ➤ Say opens Tesla earnings Q&A ➤ EPA publishes new emissions proposal Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Department of Energy seeks update to EV emissions loophole ➤ Form 3 for Tom Zhu ➤ Tesla engineer comments on Tesla’s next-gen Megapack controls ➤ Tesla production numbers for March in China ➤ Tesla Semi updates ➤ New Cybertruck sighting ➤ Brand recall survey ➤ EV survey ➤ BYD shows off concept car ➤ Polestar announces next vehicle unveiling ➤ Hyundai-Kia sets EV target ➤ GM leads round for lithium refiner ➤ Twitter officially becomes X Corporation ➤ SpaceX outlines Starship launch plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla cuts prices further in the United States ➤ 4680 Model Y added to Tesla design studio ➤ Tesla announces new Megafactory in China ➤ Cybertruck job postings increase ➤ March China sales confirm record quarter ➤ Tom Zhu promotion confirmation ➤ New software updates begins shipping to employees ➤ Tesla files applications for drive-in theater Supercharging location ➤ Lawsuit filed against Tesla for data privacy ➤ Indonesia looks to sign limited free-trade agreement with US ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla files proxy statement ahead of annual meeting ➤ Attend Tesla’s shareholder meeting: www.tesla.com/2023shareholdermeeting ➤ Tesla co-founder nominated to return to board of directors ➤ Board and shareholder proposals ➤ Report on Tesla data management ➤ FSD Beta nag update ➤ Tesla continues hiring for Energy in China ➤ New Berlin construction ➤ Stricter US emissions standards to be announced ➤ SpaceX nears Starship orbital test flight ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has published new details on Master Plan 3 — the transition to a fully sustainable economy ➤ New investor filings ➤ Supercharger V3 updates ➤ New Supercharger location voting: https://www.tesla.com/supercharger-voting ➤ Giga Berlin expansion details ➤ Giga Berlin plans new Model Y trim ➤ Germany / UK sales decline quarter over quarter ➤ KBB highlights Tesla in brand awards ➤ EV tax credit updates ➤ GM role reduction plan ➤ Ford to reduce lineup complexity ➤ New Dodge Ram EV specs unveiled Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla production plan rumors for next-gen vehicle ➤ Tesla to expand FSD Beta in China? ➤ FSD Beta mileage accelerating ➤ China March sales ➤ Tesla opens in Turkey ➤ Model Y LR expanded to new countries ➤ Price cuts in Australia and New Zealand ➤ Tesla continues searching for litigation team members ➤ Earth Day contest ➤ Brand Finance interview: https://youtu.be/hWi3MpP0Ltg Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Reactions to Tesla’s Q1 delivery and production report ➤ Giga Texas hits new production milestone ➤ Giga Berlin shift updates ➤ Giga Berlin tour: https://youtu.be/F9q7j1xA9WQ ➤ Tesla unveils Cybervault ➤ Cybertruck updates ➤ New lawsuit rulings ➤ Q1 delivery results around the auto industry ➤ JB Straubel presentation: https://youtu.be/9bBGfn1yrKo Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reports record Q1 delivery and production numbers to kick off 2023 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Delivery and production expectations for Tesla’s first quarter of 2023 ➤ PCE report below forecast ➤ Preliminary EV credit adjustments issued ➤ Tesla China teases new product unveiling ➤ Tesla recalls Tesla Semi ➤ Franz von Holzhausen discuss Tesla in Motor Trend interview: https://youtu.be/tY37muDxFRI Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla job listing suggests major new project for Tesla in China ➤ Bloomberg reports on Tesla discussions with CATL for US battery factory ➤ New insight on Tesla’s mapping capabilities ➤ CNBC reports inaccurate Solar Roof information ➤ Tesla releases Gigabier in Europe ➤ Elon Musk becomes most-followed person on Twitter ➤ Ford raises F-150 Lightning Pro price again ➤ Porsche announces price increases for 2024 Taycan Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ BYD reports increased profitability for 2022 ➤ Piper Sandler, Baird issue updated TSLA notes ➤ New Form 4 filing ➤ Drew Baglino talks batteries ➤ Tesla updates language on EV credit ➤ Giga Mexico site toured by government officials ➤ UAW President and Vice President comment ahead of negotiations ➤ Kia EV9 specs ➤ Musk urges halt on AI development Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ China insured vehicles data indicates a record quarter for Tesla ➤ New video shows off Cybertruck’s steering capabilities ➤ Tesla submitted permits for Giga Texas expansion ➤ NHTSA announces another investigation into Tesla ➤ Cox Automotive forecasts record Q1 sales for Tesla in US ➤ Air Force’s chief scientist mentions Tesla’s autonomy developments ➤ EV battery stats from Recurrent ➤ Bloomberg Tesla survey: https://bloom.bg/42LEYd5 ➤ Lucid announces layoffs Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla achieves new production rate milestone at Giga Berlin ➤ New purchase incentives added by Tesla ahead of quarter end ➤ Model S/X inventory check ➤ Analyst notes discuss pricing expectations ➤ Tesla starts rolling out FSD Beta v11.3.3 to more customers ➤ New Cybertruck sighting ➤ China updates ➤ Tesla teases Turkey launch Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer   Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has started to rollout updated park assist feature for vehicles without ultrasonic sensors ➤ FSD Beta v11.3.3 starts to roll out ➤ Tesla updates Safety Score with version 2.0 ➤ UBS publishes brand survey results ➤ Ford announces T3 next-gen truck ➤ CATL comments on solid state batteries Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Ford separates business units, revealing EV profitability for the first time ➤ Electrek reports on Tesla’s EV tax credit expectations ➤ Tesla begins offering extended warranties ➤ New charging product Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ China Association of Automobile Manufacturers urges for stability following pricing volatility ➤ Rumor on Shanghai expansion plans ➤ Giga Texas update ➤ Giga Mexico update ➤ Nio comments on sales targets ➤ Volkswagen shares 2023 financial services guidance ➤ FOMC March meeting takeaways Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla momentum continues in tough China market ➤ More reporting on BYD production stoppage ➤ CATL starts new battery production ➤ Possible sign of additional Giga Press for Texas ➤ Hardware 4.0 insight from new owner ➤ Rumors on Tesla’s Project Highland ➤ Bloomberg begins new Tesla survey ➤ The Boring Company seeks further Vegas expansion Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla receives credit rating upgrade from Moody’s ➤ Credit Suisse acquired by UBS ➤ Tesla begins FSD Beta 11.3.2 rollout, possible progress on USS replacement ➤ Washington Post article on FSD ➤ Morgan Stanley TSLA note ➤ Solar optimization update ➤ New test drive hub in Europe ➤ Oregon halts EV credit ➤ BYD may be throttling production ➤ Xpeng reports earnings ➤ Toyota talks future plans ➤ SpaceX update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla files expansion plans for Giga Berlin ➤ Banks back First Republic ➤ Clarification on prior episode ➤ Tesla tops JD Power home charging survey ➤ Polestar teases EV update ➤ Starship update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla wait times increase in Europe ➤ Bank fears continue ➤ PPI report below expectations ➤ Tesla plans to continue rolling out V11 FSD Beta ➤ Refreshed S/X arrive in China ➤ Tesla wins defamation suit in China ➤ V4 Supercharger officially opens ➤ Tesla adds steering wheel retrofit to shop ➤ Mississippi curtails direct sales efforts ➤ Volkswagen announces low price EV ➤ GM CMO retires ➤ Cruise announces Origin launch in Austin Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla sales are surging in China ahead of quarter end ➤ Contact form: https://forms.gle/FuzXMtUF9swXzj8M6 ➤ CPI comes in higher than expectations ➤ Elon Musk, BYD comment on report ➤ V4 Supercharger update ➤ Tesla releases branding iron ➤ OpenAI releases GPT-4 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Image(s) and/or footage used under license from Shutterstock.com Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Fed backs bank depositors as SVB, Signature Bank collapse ➤ Rate expectations drop ➤ Various Tesla SEC filings ➤ Wolfe Research downgrades TSLA stock ➤ Report on Tesla’s use of BYD batteries ➤ Tesla opens up Powerwall sales ➤ Tesla releases updates safety report ➤ Report on Plaid Model S top speed ➤ VW cuts prices in China ➤ Rivian and Amazon discuss ending exclusivity clause ➤ Starlink update ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Silicon Valley Bank collapses, stoking fear in markets ➤ Unemployment rises ➤ Tesla China production and sales report ➤ BYD cuts price, dealer reportedly pushes Tesla misinformation ➤ Materials partner reports ➤ Tesla lists jobs for new gigafactory ➤ Microsoft mentions GPT-4 launch ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ GM announces massive employee buyout plan ➤ Tesla introduces new color to Model S and Model X, other updates ➤ Tesla adds new Cybertruck positions at Giga Texas ➤ Morgan Stanley note discusses Cybertruck market potential ➤ EU pushing US on tax credit structure ➤ Silicon Valley Bank crashes Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla begins to expand FSD Beta v11.3.1 to outside customers ➤ Fed’s Powell continues Senate discussion ➤ Berenberg downgrades TSLA stock ➤ NHTSA opens preliminary investigation on Tesla ➤ China February sales ➤ Tesla inventory spikes Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Analyzing insured vehicle and sales numbers after the first two months of the quarter for Tesla and BYD ➤ Fed’s Powell comments on rates ➤ FSD Beta v11.3.1 appears to begin rollout ➤ New comments on Giga Mexico timeline ➤ Giga Berlin update ➤ Musk comments on Tesla, Twitter, SpaceX at conference ➤ Rivian plans debt offering Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla cuts prices in Europe, United States ➤ Tesla adjusts Megapack prices, new project comes online ➤ New Model X owner appears to have Hardware 4.0 ➤ Giga Shanghai tour video: https://www.youtube.com/live/KmGaAcWbRMk ➤ Report on Tesla safety ➤ Report on Cybertruck orders ➤ Waymo layoffs Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ More information on Tesla’s plans for Giga Mexico following Investor Day ➤ Tesla approved for tax breaks in Nevada ➤ China insured vehicle update ➤ Model Y update report ➤ Ford increases EV production plans ➤ Next week’s calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Analyzing the major takeaways from Tesla’s Investor Day Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla achieves new production milestone at Giga Berlin ➤ Tesla adds new discounted Model S/X inventory ➤ S&P loyalty report shows Tesla dominance ➤ New Cybertruck video ➤ Tesla provides info on FSD Beta recall ➤ New Street Research shares next-gen expectations ➤ Update on Mexico ➤ BMW talks hydrogen ➤ Tesla Solar expands to Milwaukee ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Legacy automakers are under pressure from new dealership regulations in some states ➤ PCE report comes in higher than expected ➤ President of Mexico comments on Tesla ➤ Tesla lowers prices in Denmark ➤ Tesla files steel alloy patent ➤ Ford extends F-150 Lightning shutdown Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivative

➤ Tesla appears to tease new vehicle sketches in engineering update presentation ➤ Low jobless claims, revised PCE numbers ➤ Deutsche Bank increases TSLA price target ➤ Numerous rumors on Tesla hardware and software updates ➤ Cybertruck appearance at HQ update ➤ New wheel design spotted ➤ Tesla testing Magic Dock adapter on Superchargers ➤ Model Y earns safety honor ➤ GM to pause some truck production Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla announces headquarters update with California governor ➤ FOMC February meeting minutes ➤ Apparent FSD camera updates spotted ➤ More FSD Beta v11.3 impressions ➤ New Cybertruck prototype videos ➤ Lucid earnings report and 2023 guidance ➤ SpaceX adjusts Starlink prices Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Leaked FSD Beta v11.3 release notes ➤ Hardware 4.0 and generation 3 rumors ➤ Driver shares thoughts on Tesla Semi ➤ Tesla signs offtake agreement for anode materials ➤ China insured vehicle report ➤ Toyota US EV plans ➤ SpaceX update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Bloomberg reports Tesla has interest in acquiring lithium mining company ➤ Updates on Giga Shanghai ➤ Tesla raises prices again in various regions ➤ Tesla responds to union busting allegations ➤ FCC radar documents released ➤ Tesla ends energy partnership in UK ➤ GM comments on EVs ➤ Calendar preview Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Ford CEO makes surprising admission on competitive position ➤ Producer price index comes in higher than expected ➤ FOMC members comment on rates ➤ Tesla issues voluntarily over-the-air recall on FSD Beta ➤ Model S/X owners offered upgrade incentive ➤ Renault comments on Tesla’s price cuts Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Significant new details on Tesla’s next-generation FSD hardware likely leaked ➤ Barclays issues TSLA update ➤ New Tesla SEC filings ➤ Some Tesla delivery estimates move out ➤ Tesla, US Government share major Supercharging network updates ➤ Giga Shanghai reportedly pausing for upgrades ➤ Government official comments on Tesla and Mexico ➤ Giga Berlin battery production update ➤ Musk discusses Twitter CEO position ➤ Tesla posts robot video Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Workers at Tesla factory publicize unionization efforts ➤ January CPI report ➤ Renaissance Technologies buys TSLA shares in Q4 ➤ China insured vehicle numbers drop week over week ➤ Model 3/Y declared eligible for California rebate ➤ Tesla updates service display ➤ EU ban on ICE vehicles moves forward ➤ Ford pauses F-150 Lightning production, announces battery factory ➤ SpaceX update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Pepsi provides more insight into Tesla Semi program so far: https://youtu.be/l-BVM673pDs ➤ Elon Musk comments on Investor Day, other calendar updates ➤ Tesla further adjusts prices in the US ➤ Super Bowl advertisements from automakers decline significantly ➤ FSD Beta updates ➤ Tesla updates solar design studio ➤ Investor disclosures on TSLA positions ➤ Incoming Toyota CEO comments on EVs Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New gigawatt hour scale energy project finalized ➤ Tesla increases price on Model Y in China ➤ Tesla filing mentions next generation Autopilot hardware ➤ Tesla Semi charging update ➤ EV charging funding details to be announced soon ➤ President of Mexico comments on Tesla ➤ Giga Berlin faces regulatory pushback again ➤ Giga New York update ➤ Volkswagen to accelerate EV plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Discussion on Tesla’s generation 3 platform and Investor Day ➤ New Tesla SEC filings ➤ China January production numbers ➤ New Cybertruck image ➤ Tesla adds more 4680 Model Y to inventory ➤ 2023 Model 3 distinctly separated in accessory menu ➤ Redwood Materials announces government loan ➤ SpaceX completes static fire, discusses Starlink business Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk teases Tesla Investor Day, shows invitation ➤ Comments on Tesla Master Plan Part 3 ➤ CPCA publishes domestic and export sales for January ➤ NTSB comments on infamous Tesla crash ➤ Musk comments on FSD Beta v11 timeline ➤ PepsiCo send Semi to Super Bowl ➤ SpaceX plans massive engine test Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New auto industry report out of California contains some surprising information on Tesla sales ➤ Fed Chairman Powell speaks ➤ Ron Baron comments on Tesla ➤ New weekly insured vehicle data out of China ➤ Hertz discloses some information on Tesla fleet ➤ GM shares Super Bowl ad: https://youtu.be/jfYdypGqbOs Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has increased prices on the Model Y after EV credit changes, will it be enough? ➤ Wedbush, RBC increase TSLA price targets ➤ Tesla inventory updates ➤ Musk comments on FSD Beta v11 ➤ Giga Berlin update ➤ Ford comments on EV mishaps ➤ Rivian developing electric bike ➤ Twitter reportedly won’t face foreign investor investigation Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ US issues new guidance on EV tax credit, dramatically changing structure ➤ Elon Musk ruled not liable in shareholder lawsuit ➤ Project Highland, Cybertruck prototype commented on by Musk ➤ CPCA releases China January sales ➤ Tesla cuts prices in Taiwan, South Korea ➤ Ford comments on EV profitability Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New Tesla Cybertruck spotted: https://www.instagram.com/p/CoGsJ9iLsSW/ ➤ Tesla increases delivery timeline estimates for some vehicles in the US ➤ Government official comments on Tesla’s Mexico plans ➤ US auto market shows strength in January ➤ Ford reports earnings ➤ GM announces new partnership ➤ Honda and GM share hydrogen plans ➤ Nio price cut rumor ➤ Berkshire Hathaway sells more BYD Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Reuters reports on production plans for Giga Shanghai ➤ Stock markets rise after Federal Open Market Committee meeting ➤ BlackRock increases TSLA position ➤ EV sales in China drop ➤ Warranty reserves increase in Q4 ➤ Musk review Cybertruck prototype ➤ Indonesian president comments on Tesla ➤ Tesla performs well in winter test ➤ Hyundai announces IONIQ 6 EPA range ➤ Rivian plans layoffs ➤ Lotus to go public Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla files annual 10-K report ➤ China insured vehicle reports for last two weeks ➤ Mexico plans commented on by officials ➤ New press at Giga Texas ➤ Ultrasonic sensor replacement testing ➤ More info on Tesla discount Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Competitors continue to respond to Tesla’s price cuts in a variety of ways ➤ Tesla adds promotional offers for Model S/X ➤ Research shows strong customer retention for Tesla ➤ Large number of Semis spotted ➤ Report of “spontaneous combustion” Tesla fire ➤ Shanghai adds EV incentive ➤ Mercedes announces US launch of Level 3 system ➤ GM rumor Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla stock rallies after Q4 earnings report ➤ Recap of key points of emphasis from the earnings report ➤ Tesla discloses new credit line ➤ Motor Trend covers Tesla Semi: https://www.motortrend.com/reviews/tesla-semi-interior-review ➤ Update on possible Mexico factory ➤ Toyota CEO steps down Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Watch on YouTube: https://youtu.be/cAG-05K_wmA ➤ Tesla announces multibillion dollar expansion plans, new Semi production factory ➤ Tesla slightly increases Model Y price in the US ➤ Ford may sell factory to BYD in China ➤ Tesla Q4 earnings expectations Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Various data points regarding Tesla interest after price cuts ➤ Tesla inventory levels out ➤ UBS analysts see massive declines in automotive industry earnings ➤ Kia EV9 specs possibly leaked Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ GM announces a nearly $1B investment plan ➤ Dan Ives bullish on Tesla in China after survey ➤ Tesla is a category winner in car of the year awards ➤ Tesla talks heat pump: https://youtu.be/DyGgrkeds5U ➤ Lucid discounts Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla gets a perfect score in advanced driver assistance system competition in China: https://youtu.be/TwABzDLo4rE ➤ PepsiCo shows off Tesla Semis ➤ Giga Berlin updates ➤ Tesla vehicles arrive in Thailand ➤ Tesla adds new Loot Box rewards ➤ Kia discusses recent Tesla price cuts ➤ Hertz announces EV project ➤ Starlink updates Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Piper Sandler reiterates Overweight rating on TSLA stock, but lowers price target ➤ PPI report comes in lower than expected ➤ Tesla inventory remains following price cuts ➤ Giga Press progresses at Giga Texas ➤ Trial starts in Musk/Tesla lawsuit ➤ Xpeng lowers prices Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla Chief Designer Franz von Holzhausen discusses Tesla Cybertruck and other vehicles on Tesla’s roadmap: https://youtu.be/XpTyo2PQq6E ➤ Goldman Sachs and Bank of America lower TSLA price targets ➤ New China insured vehicle numbers ➤ Elon Musk provides FSD Beta updates ➤ Report on 2016 FSD demo video ➤ Hertz and Uber expand EV program ➤ Indonesia comments on Tesla partnership Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla search interest jumps dramatically after price cuts ➤ Giga Press stands up in Texas ➤ Possible Autopilot hardware leak ➤ Toyota comedy continues Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla cuts prices by up to $13,000 in the United States ➤ Bloomberg report on expansion plans in China ➤ Updates on Indonesia, Mexico ➤ Tesla plans huge facility in Houston ➤ CPI report ➤ Lucid reports Q4 production and deliveries Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk comments on reporting of Tesla factory in Indonesia ➤ Tesla surpasses BMW for leadership position in US premium market ➤ Tesla solar inverter white paper ➤ More IDRA shipments arrive at Giga Texas ➤ Tesla Semi update ➤ Cybertruck rumor ➤ Roadster rumor ➤ German automakers push for EU policy changes Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla files for new construction projects at Giga Texas ➤ 4680 Model Y showing up in inventory ➤ China sales, production, and insured vehicle reports ➤ Tesla VP again discusses price cuts ➤ German chancellor meets with Tesla and others ➤ Tesla highlight sales success in Europe ➤ Tesla reportedly lowers Supercharging prices in Europe ➤ GM pushes for EV credit reconsideration ➤ The Boring Company update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ IDRA announces pending shipment of new Giga Press ➤ Bank of America cuts TSLA price target ➤ Model Y wait times increase in China, US ➤ NHTSA comments on Tesla investigation ➤ Tesla updates Autopilot safety report ➤ Elon Musk comments on FSD v11 ➤ Model 3 passes Camry in Australia ➤ Berkshire Hathaway slightly reduces BYD position Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla VP comments on price cuts in China ➤ Market reacts to price cuts ➤ Reviewing Tesla prices over time ➤ IDRA shipments arrive at Giga Texas ➤ Tesla Insurance update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has dramatically lowered prices in China and other countries ➤ Production confirmed to be resumed at Giga Shanghai ➤ Tesla adds additional option to Model S/X ➤ Tesla withdraws request in Texas ➤ NHTSA requirement results in some window features being removed by Tesla ➤ Mercedes to launch US charging network ➤ Dodge unveils EV Ram truck Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Insured vehicle counts in China drop in final week of quarter ➤ Texas places dealership laws on legislative agenda ➤ Update on lithium refinery in Texas ➤ Tesla highlights economic contribution in California ➤ Trademark filing causes confusion ➤ GM reports US sales ➤ Rivian reports Q4 production Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock drops sharply following Q4 delivery report as demand concerns grow louder ➤ Tesla schedules Investor Day for 2023 ➤ EV credit feedback sought by IRS ➤ Tom Zhu reportedly takes on bigger role ➤ Tesla passengers survive fall off cliff ➤ South Korea fines Tesla ➤ Tesla and Piedmont Lithium reach new deal ➤ Neoen announces start of new energy project Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reports record Q4 delivery and production numbers to wrap up 2022 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ IRS and Treasury Department issue updates on US EV credits ➤ Leaked Elon Musk email to Tesla employees before quarter end ➤ Alex Potter reiterates TSLA price target ➤ Production and delivery estimates for Q4 ➤ Tesla recaps 2022 progress Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla China corrects report on Giga Shanghai production plan ➤ Baird cuts TSLA price target ➤ Tesla crosses major milestone in Norway ➤ Data shows decline in used Tesla prices ➤ Nio reduces delivery guidance ➤ SpaceX hits 2022 launch target Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla provides update on 4680 battery progress ➤ Weekly insured vehicles decline again for Tesla in China ➤ Reports on production in China and comments from Tesla ➤ Tom Zhu role change for Tesla China ➤ Taiwan sales update ➤ Elon Musk on All In podcast Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New rumors and reports on Tesla in China ➤ PCE report ➤ Wedbush cuts TSLA price target ➤ US discounting drives inventory down ➤ Megapack leak ➤ Twitter CEO report Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk discusses, Tesla, Twitter, the macro environment and more in new Twitter Space ➤ TSLA stock drops on the highest volume of the year ➤ Model Y breaks record in Norway ➤ Tesla expands battery footprint in Fremont ➤ Tesla reportedly places order with TSMC Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Discussing a report on Tesla’s planned layoffs and “hiring freeze” ➤ Tesla hiring in Turkey ➤ Elon Musk comments on Twitter CEO position, cash flow ➤ Tesla increases US discount before end of year ➤ Cars covered in Giga Shanghai staging lot ➤ Morgan Stanley reiterates overweight rating on TSLA ➤ CNN reports on “FSD” crash ➤ Quick note on Panasonic 4680s ➤ More IDRA parts at Giga Texas ➤ Chevy Bolt recalled Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock continues to decline as investors raise concerns ➤ Tesla China insured vehicles decline from prior week ➤ Two analysts lower TSLA price targets ➤ Lucid complete capital raise Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk polls Twitter users on whether he should step down as the head of Twitter ➤ Additional reporting on possible Tesla factory in Mexico ➤ Tesla hits Giga Berlin production milestone ➤ More incentives added in China ➤ Oppenheimer downgrades TSLA stock ➤ Deutsche Bank issues TSLA note ➤ New FSD Beta update rolling out to employees ➤ Tesla hits solar milestone ➤ Treasury Department comments on EV credit ➤ Toyota comments on EVs ➤ Starlink passes 1M subscribers Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Jimmy Soni, author of 'The Founders' joins Rob Maurer to discuss the early days of Elon Musk, the story of x.com and PayPal, where Twitter may be headed, and more. The Founders: https://amzn.to/3V7oGWZ The Soul of A New Machine: https://amzn.to/3jcqGzY Find Jimmy Soni on Twitter @jimmyasoni 0:00 Jimmy Soni & The Founders 0:41 Backstory on the book 4:38 Understanding Elon 10:22 Elon’s early days and Twitter motivation 14:25 A vision unfulfilled 16:57 Being wrong 20:20 Organizational change 22:06 Speed 24:02 Elon forced out of PayPal 34:22 Elon’s mindset and overcoming challenges 39:55 Elon’s motivation & character 47:08 Engineering vs. the world 50:31 Filtering out the noise 53:08 Misconceptions Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives. Product links may earn additional revenue for the channel.

➤ Pepsi leadership discusses Tesla Semi and shares new details ➤ Musk to interview with Lex Fridman ➤ Timeline update on FSD V11 ➤ Tesla adds discounts in Europe ➤ Morgan Stanley issues new TSLA note ➤ IDRA parts arrive at Giga Texas Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Report on possible new Tesla factory location ➤ Elon Musk discloses TSLA stock sale ➤ Giga Texas hits production rate milestone ➤ Tesla launches Tesla Electric ➤ Update on Giga Shanghai ➤ Tesla adds end-of-quarter incentives ➤ FSD Beta 10.69.3.3 begins public rollout ➤ Consumer Reports comments on Tesla reliability ➤ California approves EV charging investment ➤ Ford increases F-150 Lightning prices Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Goldman Sachs lowers TSLA price target by nearly 25% ➤ Market fluctuates after FOMC meeting ➤ Mixed reporting on Giga Berlin’s third shift ➤ More reports of production shutdown denials out of China ➤ Tesla adds new item to shop ➤ Indonesia plans to add EV credit ➤ Redwood Materials announces new battery campus Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk comments on Tesla, makes commitment to Tesla shareholders ➤ TSLA stock volume hits 52-week high as stock falls to two-year low ➤ CPI report comes in lower than expected ➤ Reviewing China insured vehicle numbers ➤ China to consider stimulus plans ➤ Tesla releases holiday software update ➤ Giga Berlin update ➤ Semi Charger update ➤ EPA report on efficiency Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New photo leaked which appears to show Cybertruck casting ➤ Looking at the calendar for the week ahead ➤ Assessing reporting on Tesla China production ➤ IRS provides update on EV credit changes ➤ Report on initial Taiwan results ➤ Norway crosses EV adoption milestone ➤ Update on Tesla virtual power plant in Texas ➤ Rivian and Mercedes announces partnership pause ➤ Toyota reportedly reevaluates EV plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock outperforms market ➤ PPI higher than expected ➤ Musk comments on Fed / macro ➤ Further reporting on China production ➤ Tesla holiday software update features shared ➤ Tesla opens new megapack project in Belgium ➤ Real estate developer includes Tesla in new project ➤ Possible casting equipment sighting ➤ Stellantis idles Jeep production factory Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla sets production record at Giga Shanghai in November ➤ CPCA reports retail and export sales ➤ Bloomberg reports on shift reductions at Giga Shanghai ➤ Elon Musk comments on macro economic conditions, CEO role ➤ Alex Potter shares insight on China market ➤ Tom Zhu reportedly working out of Giga Texas ➤ Elon Musk reportedly considers margin loan to cover Twitter debt Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla adds another discount in China ➤ Tesla executives file Form 4s ➤ Report on Tesla CEO position ➤ China relaxes Covid policies ➤ Tesla requests extension from FCC ➤ Thailand design studio opens ➤ Report on Tesla holiday software update ➤ Volkswagen plans investment in Wolfsburg plant Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla applies for Fremont factory updates ➤ Model 3 vehicles spotted with interesting camouflage ➤ Weekly insured vehicle numbers decline in China ➤ Piper Sandler issues Tesla note with research on China market ➤ Wired questions Giga Berlin staffing levels ➤ Tesla shares details on lithium refinery ➤ Volkswagen CEO to present software strategy to board ➤ Apple reportedly delays Apple Car project Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly denies reports of production reduction in December ➤ CPCA reports wholesale sales numbers for Tesla in November ➤ China reportedly plans to continue loosening Covid-19 restrictions ➤ Tesla delivers first vehicles in Taiwan ➤ November registrations for Germany / UK ➤ Musk comments on FSD v11 ➤ Tesla Semi production line report ➤ Interesting Cybertruck design drawing displayed by Tesla ➤ Ford F-150 Lightning sales drop month-over-month ➤ Musk share positive news on Twitter advertisers Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ More information on the Tesla Semi regarding the vehicle’s battery, charging, and deliveries to Pepsi ➤ Updates on Tesla in China ➤ SpaceX receives important FCC authorization Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla’s Franz von Holzhausen discusses Tesla’s next vehicle, Tesla’s Cybertruck, Semi, and working with Elon Musk: https://youtu.be/xTH3Nm_Ca1g ➤ Market rallies after comments from Fed chairman ➤ California Department of Transportation confirms large Tesla order ➤ Elon Musk meets with Apple CEO Tim Cook ➤ Netflix CEO Reed Hastings defends Musk ➤ Ukrainian President Zelensky comments on Musk Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New weekly insurance numbers out of China show continued strength ➤ Looking at TSLA short interest ➤ South Korean government discusses Tesla factory in more detail ➤ Cybertruck hiring updates ➤ Cybertruck casting machine update ➤ S&P shares research on EV market ➤ Tesla appears to update rear screen in refreshed S/X ➤ Hertz begins adding Superchargers ➤ Tesla updates mobile app ➤ Volkswagen discusses Foxconn partnership Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Report on refreshed Model 3 coming in 2023 ➤ Updates on Tesla’s Giga Shanghai ➤ Giga Berlin reportedly hits record production ➤ Tesla announces launch in Thailand ➤ Elon Musk comments on Semi test ➤ Tesla opens FSD Beta to all North American customers ➤ Report on Tesla semiconductor partnership ➤ Elon Musk mentions possibility of making phone ➤ Aptera announces use of NACS Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock upgraded by long-time Tesla bear ➤ FOMC minutes released ➤ Morgan Stanley issues new note on Tesla ➤ Wedbush comments on Tesla ➤ Elon Musk notes possibility of factory in South Korea ➤ BYD plans price increase in China ➤ Tesla reportedly planning to add Dolby Atmos functionality ➤ Musk comments on v11 release ➤ Australia moves forward on EV credit Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla Autopilot engineers discuss FSD training, simulation progress ➤ BazelCon: https://youtu.be/ol5hwjr48Q4 ➤ Price cut rumor reporting in China ➤ New weekly insured vehicles numbers in China ➤ Volkswagen lowers China sales target ➤ Tesla updates referral program in the US ➤ Supercharger milestone ➤ Model Y Track Mode update ➤ FSD Beta expands to more owners ➤ Pininfarina Battista sets new acceleration records ➤ Sony / Honda comments on differentiating from Tesla Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Interesting development in Australian energy market could have implications for Tesla Energy ➤ Tesla brings new energy storage project online in UK ➤ China concerns rise ➤ Report on TSMC and Tesla ➤ FSD Beta v11 full release notes ➤ Peterson exhibit opens ➤ Apple Music appears to be coming soon to Tesla vehicles ➤ Two more over-the-air recalls ➤ Volkswagen’s OTA update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla updates Safety Score, adds new scoring factor ➤ Peterson exhibit opens to media ➤ Tesla Insurance expands to new state ➤ Model S/X imminent in Switzerland ➤ Tesla adds new shop items Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Volkswagen reportedly makes major changes to EV plans ➤ Bullard, George comment on rates ➤ Tesla tops EV Net Promoter Score survey ➤ Italy added to expanded Supercharger test ➤ Musk emails Twitter managers ➤ GM discusses EV profitability ➤ Cruise expands hours of operation Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla board member says in court that Elon Musk has identified a potential successor for the CEO position ➤ PPI comes in below expectations ➤ Musk discusses Twitter position in court ➤ Tesla Semi production discussed ➤ Tesla sets Semi launch event ➤ Musk comments on FSD Beta V11 rollout ➤ Tesla plans to update safety score ➤ 4680 battery update: https://youtu.be/4XOHetABrag ➤ Tesla updates wait times in China ➤ New insured unit data ➤ Model S receives 5-star ENCAP rating ➤ Bank of America cuts TSLA price target ➤ Munger comments on Musk, Tesla ➤ George Hotz may work at Twitter ➤ Yellen comments on Twitter ➤ Redwood Materials signs deal with Panasonic ➤ Lucid announcements Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla begins rolling out FSD Beta version 11 to some employees ➤ Fed officials discuss lower rate increases ➤ Elon Musk interviewed at B20 summit ➤ Tesla crash draws questions in China ➤ Tesla retains top selling spot in California ➤ Model 3 receives 5-star Green NCAP score ➤ Tesla continues hiring solar installers ➤ Musk comments on Twitter, SpaceX, Tesla buyback ➤ SEC charges S&P Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk denies Reuters report on China exports ➤ China loosens Covid-zero policies ➤ Report on Tesla China plans ➤ Clarification on insurance bonuses ➤ Tesla opens charging connector in push for new standard ➤ Tesla to hold Semi delivery event ➤ Semi shows up in Tesla app ➤ Clarification on Musk Twitter comments Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA recovers alongside markets after CPI report ➤ Wedbush removes TSLA from best ideas list ➤ Tesla opens Cybertruck production job listings ➤ Electrek reports on Tesla solar cancellations ➤ New Quicksilver paint spotted ➤ Twitter updates Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock continues to drop on high volume ➤ Walking through the math on Elon Musk’s stock sales and Twitter requirements ➤ Tesla sets production record at Giga Shanghai ➤ More discussion on China demand ➤ EV tax credit changes proposed in Congress ➤ Tesla establishes new warehouse in Germany ➤ Foxconn discusses EV plans ➤ Rivian reports Q3 earnings ➤ Elon Musk shares more on Twitter plans ➤ Twitter notes: https://bit.ly/3NVyxgt Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Musk sells TSLA stock ➤ Tesla implements insurance rebate after cutting prices in China ➤ Zach Kirkhorn Form 4 ➤ Over-the-air recall of Model S/X ➤ Tesla China’s domestic and export sales for October ➤ New feature coming soon ➤ Tesla investor relations team recognized ➤ Musk comments on Twitter activity levels ➤ Lucid reports Q3 earnings Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer shares some thoughts on Elon Musk’s latest actions ➤ Update on macroeconomy ➤ Tesla plans to file application for Giga Berlin expansion ➤ Model Y receives new EPA certification ➤ Model S Plaid registered in Norway ➤ Tesla to open some Australian Superchargers ➤ Sweden cuts EV incentives Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Ron Baron interviews Elon Musk about Tesla, Twitter, SpaceX ➤ Ron Baron shares valuation expectation for Tesla stock ➤ Tesla updates customers on incentive deadline ➤ Tesla applies for telecom license in Canada ➤ Japan, South Korea push back on EV incentive plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ CPCA reports Tesla China’s sales for October ➤ Baron Funds possibly interviewing Elon Musk: https://bit.ly/3T5yRKG ➤ Tesla commences Berlin expansion, reportedly preparing third shift ➤ New software update contains ultrasonic sensor replacement code ➤ IDRA shares work on new Giga Press ➤ German Tesla registrations for October ➤ Q3 market share for BEVs in Europe ➤ Goldman Sachs issues report on Tesla Bot ➤ Ford reports October EV sales ➤ Canada tightens foreign investment regulations ➤ Saudi Arabia and Foxconn partner for EVs Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock drops alongside market following FOMC statement and press conference ➤ FSD Beta 10.69.3 begins rolling out ➤ Nio suspends production in China ➤ Tesla closes first store in China ➤ Frito Lay plans massive solar array ➤ Details on new Model Y suspension ➤ Northvolt reevaluates factory plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Release notes for FSD Beta 10.69.3 leaked ahead of broader rollout ➤ Tesla China insured units for October ➤ Report on Cybertruck production timeline ➤ Tesla employees reportedly help out at Twitter ➤ Panasonic to begin battery factory construction ➤ Toyota reports earnings ➤ SpaceX launches Falcon Heavy Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla’s former director of AI, Andrej Karpathy, discusses his time at Tesla, the decision to leave, the current state of FSD, and much more: https://youtu.be/cdiD-9MMpb0 ➤ Tesla discloses Giga Texas production milestone ➤ FSD Beta update ➤ GM halts Twitter ads ➤ Tesla Semi testing spotted ➤ George Hotz steps down at Comma AI Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla begins expansion work at Giga Berlin ➤ Elon Musk closes Twitter deal ➤ European Union agrees on ban of internal combustion engine vehicle sales by 2035 ➤ Personal consumption expenditures reported for September ➤ GM comments on EV credits Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Discussing the auto industry’s “valley of death” ➤ Amazon, Apple report earnings ➤ Uber provides updates on Tesla usage through Hertz partnership ➤ Tesla Model 3, Cyberquad for Kids recalled ➤ SEC reportedly investigating FSD marketing ➤ Tesla lets term sheet for lithium expire ➤ Model Y is best selling vehicle in Europe in September Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk heads to Twitter HQ and they let that sink in ➤ Tesla reportedly under Department of Justice investigation ➤ Video of Tesla’s new energy Megafactory ➤ Multiple Tesla Semis spotted ahead of deliveries ➤ Ford pivots on autonomous strategy ➤ GM apparently borrows some media Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ IDRA posts updated on 9000T Giga Press for Cybertruck ➤ Reports on Elon Musk’s Twitter acquisition ➤ Tesla Semi receives EPA certification ➤ Tesla receives funding for Superchargers in Australia ➤ GM beats earnings expectations, inventory grows Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Understanding the impacts of Tesla’s price cuts in China ➤ Tesla files 10-Q report after Q3 earnings ➤ Elon Musk reportedly discussing Tesla investment in Mexico ➤ Toyota rethinks EV plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla introduces new Midnight Cherry Red and Quicksilver colors ➤ Rate increase expectations decline on Fed comments ➤ Supplier reportedly comments on next-gen FSD hardware ➤ Musk comments on next FSD Beta release ➤ Tesla opens Supercharger location voting Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer discusses key points that may have been under-appreciated in Tesla’s Q3 earnings report Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Texas approves pilot program for distributed energy resources ➤ Elon Musk to participate in Tesla earnings call ➤ Correction on analyst consensus ➤ Tesla Semi VIN decoder ➤ Elon Musk comments on Smart Summon feature ➤ Tesla tops VW in BEVs in Germany ➤ Foxconn shares interest in Tesla partnership ➤ GM unveils Cadillac Celestiq ➤ Rolls Royce unveils Spectre EV ➤ David Trainer interview: https://youtu.be/C0Fl6JBQgrc Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer walks through what to expect for Tesla’s Q3 2022 earnings report and conference call ➤ YouTube link: https://youtu.be/7OH9p7ubbH4 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla stock closes at new 52-week low ➤ Inflation expectations rise ➤ Q3 earnings call question voting: https://app.saytechnologies.com/tesla-2022-q3 ➤ Handelsblatt reports on Giga Berlin battery production plans ➤ Cybertruck appears to be under cover at Giga Texas ➤ China demand rumor ➤ Sensor updates Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk vaguely replies to commentary by one of Tesla’s biggest shareholders ➤ Consumer Price Index comes in higher than expected, volatility ensues ➤ Further analysis on possible buyback: https://youtu.be/uBXKaT_BpZg ➤ FSD Beta 10.69.3 expected release date ➤ Possible major changes to EV tax credit ➤ Volkswagen announces multibillion dollar investment Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla’s recent part adjustment should may save billions over the next few years ➤ Assessing PPI report and FOMC minutes ➤ Tesla partners on new safety feature ➤ S/X deliveries imminent in China ➤ Euro NCAP comments on Tesla software ➤ Toyota exec complains about perception ➤ Lucid announces Q3 production ➤ Polestar unveils Polestar 3 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla’s sales and production numbers for China in September have been posted, here is what we can take away from the reports ➤ Model S/X receive approval for tax exemption in China ➤ EV startup announces plans to use Tesla parts ➤ GM announces new business unit ➤ The Boring Company releases new novelty product Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Analysts lower price targets, Morgan Stanley comments on demand destruction ➤ Twitter acquisition update ➤ China wholesale sales for September ➤ Tesla Model Y tops sales chart in September ➤ Musk comments on FSD Beta ➤ Rivian recalls most vehicles Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock suffers worst week in more than 18 months ➤ IDRA confirms building and testing complete for Cybertruck casting ➤ Musk comments on Cybertruck boating ability ➤ Financial Times interviews Musk ➤ FSD Beta update ➤ Pepsi comments on Tesla Semi ➤ 4680 rumor ➤ Contact form: https://forms.gle/FuzXMtUF9swXzj8M6 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Contact form: https://forms.gle/FuzXMtUF9swXzj8M6 ➤ Tesla credit rating upgraded by S&P ➤ Giga Berlin plans leak from employee meeting ➤ Tesla begins Tesla Semi production, announces delivery date ➤ Shanghai adjusts EV-related incentive ➤ China exports ➤ Twitter merger updates Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Understanding all of the latest news on Elon Musk’s possible acquisition of Twitter ➤ Tesla, other electric vehicles likely to be granted access to huge renewable energy credit market ➤ More information on credits: https://youtu.be/5q2OO7YgKVA ➤ Tesla pushes new FSD Beta update ➤ Mizuho lowers TSLA price target ➤ Ford raises F-150 Lightning prices again ➤ Musk interviewed about X Prize: https://www.diamandis.com/podcast/elon Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk sends letter to Twitter attempting to close deal at original offer price ➤ Discussing remaining financing for Twitter deal ➤ Tesla announces ultrasonic sensor removal ➤ Rivian announces Q3 production numbers Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla stock has worst day in months following Q3 delivery report ➤ Discussion on where Tesla is at following the report, and why investors’ concerns have risen ➤ Understanding Tesla’s inventory ➤ Updates out of China ➤ Analyzing a supposed production plan reported by Reuters ➤ Giga Berlin production news ➤ Tesla reportedly expanding Giga Nevada ➤ Google and Tesla reportedly exploring partnership Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has reported record quarterly production and delivery numbers for the third quarter of 2022 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk comments on AI Day ahead of event ➤ AI Day expectations ➤ Musk comments on Cybertruck ➤ Tesla Energy products survive hurricane ➤ S&P brand loyalty study ➤ Interesting data points on US car market ➤ New Musk texts disclosed in Twitter case ➤ Porsche IPO ➤ Quick notes Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla appoints new board member ➤ Piper Sandler lowers TSLA price target ➤ Citi issues updated TSLA note ➤ Walking through Q3 delivery and production estimates Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Leaked email from Tesla management ahead of quarter end ➤ Insured Tesla vehicle report bounces back in China ➤ Reuters reports on Tesla production rates in Shanghai ➤ Reports of delivery windows moving up in Australia ➤ AI Day updates ➤ Treasury Department comments on EV tax credit ➤ Hertz comments on Tesla rentals, partners with BP Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk and Twitter CEO Parag Agrawal both delay depositions in Twitter acquisition case ➤ Fire at Giga Berlin draws comments from water association ➤ China extends NEV tax exemption as expected ➤ Report on China delivery target ➤ Influencers offered payment to read anti-Tesla script for film ➤ Ford confirms badge shortage ➤ Cruise vehicles get stuck in San Francisco ➤ Musk comments on Starlink terminal production Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla to release new energy, Supercharging features in software update ➤ Looking ahead to next week’s calendar ➤ Musk to be deposed in Twitter case ➤ Interesting Tesla Bot job listing ➤ Tesla may be shifting to exports from Shanghai ➤ Musk appears on Jay Leno’s Garage ➤ SpaceX updates ➤ Hertz / GM order ➤ Toyota cuts production plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla Daily returns to cover the biggest stories over the last week including interest rate hikes, China demand, Texas production, Berlin batteries, FSD Beta, and more. Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly considers reallocating production equipment from Berlin ➤ PPI report causes less panic than CPI ➤ Schedule updates ➤ Giga Shanghai production impacted ➤ Analyst rating and price target changes ➤ Canadian minister visiting California ➤ Special code reported for crash tests ➤ Ford gives dealers ultimatum Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Markets suffer worst day in years on hot inflation data, TSLA outperforms ➤ Tesla’s head of investor relations presents at Goldman Sachs conference ➤ Details from Supercharger site plans ➤ New radar shows up in Tesla parts catalog ➤ Tesla reportedly adding alternative routes to navigation ➤ FSD Beta 10.69.2 rolls out ➤ Former head of Twitter security testifies to Congress Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ A leaked recording of a Tesla executive presentation reveals new details on Tesla vehicle and energy product production ➤ Tesla files application for refining project in Texas ➤ Neuralink plans offices in Texas ➤ Tesla seeking public feedback on Berlin project Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla sets production record at Giga Shanghai in August despite downtime ➤ Chengdu lockdowns extended ➤ Tesla expands hiring for Megafactory ➤ Elon Musk comments on Tesla service ➤ Tesla polls for new Supercharger locations ➤ Mercedes-Benz and Rivian announce partnership agreement ➤ Chevy announces more details on EV Equinox ➤ Elon Musk comments on Apple & Starlink Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla’s new Model Y breaks Euro NCAP safety rating record ➤ Estimated wait times drop again in China ➤ Canadian minister comments on Tesla communication ➤ S&P responds to inquiry on Tesla’s credit rating ➤ Tesla plans new largest Supercharging location ➤ Giga Berlin receives cosmetic upgrade ➤ Delaware court responds to amendment arguments in Twitter case ➤ Apple announces satellite connectivity with iPhone 14 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Goldman Sachs issues new note on TSLA after meeting with investor relations ➤ Wolfe Research upgrades TSLA to Buy rating ➤TrueCar estimates August sales for Tesla ➤ China insured vehicle report ➤ FSD beta rollout expands as Tesla increases price ➤ Elon Musk comments on Powerwall supply ➤ Battery “experts” share thoughts on Tesla’s 4680 progress ➤ Fleetpool announces Tesla ordering milestone ➤ Twitter case update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Moody’s responds to inquiry about Tesla’s credit rating, attempts to justify non-investment grade rating ➤ Nord Stream 1 pipeline halted ➤ Calendar for the week ahead Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ CPCA official comments on Tesla’s Shanghai sales for August ➤ Tesla continues lobbying in Canada ➤ Piper Sandler increases TSLA price target ➤ California Senate passes bill regarding marketing of ADAS features ➤ Tesla delivers first Model Ys to Japan ➤ AXA apologizes for stunt ➤ Volkswagen unable to meet software target ➤ Cruise issues voluntary software recall Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reduces delivery date estimates on Model Y in US and China ➤ AXA Insurance carries out nonsensical test ➤ Tesla begins deliveries of Model Y in Singapore ➤ Full interview of Elon Musk at ONS: https://vimeo.com/744634172 ➤ Tesla VPP serves another event in California ➤ Giga Berlin event planned ➤ Ford & Rivian push for fewer mining restrictions ➤ BMW celebrates hydrogen ➤ NASA selects SpaceX for more crewed missions ➤ SpaceX static fire test Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rumors of new innovations for Tesla’s 4680 batteries: https://youtu.be/L_G-ic-aWvM ➤ Tesla files for battery-related building permit in Fremont ➤ More thoughts on the new advanced manufacturing production credits ➤ Tesla challenges dealership laws in Louisiana ➤ FSD Beta 10.61.1 begins rolling out ➤ J.D. Power releases innovation survey results ➤ Elon Musk adds to list of reasons for Twitter termination ➤ Lucid files to potentially raise up to $8B ➤ Royal Caribbean cruise business announces SpaceX partnership Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ The Inflation Reduction Act changes more than the EV tax credit, it outlines massive credits for battery production putting billions at stake for Tesla and others ➤ Analysts continue to react to Giga Berlin tours ➤ Checking in on power restrictions in Sichuan, China ➤ 4608 packs pile up at Giga Texas ➤ Elon Musk speaks at ONS conference ➤ FSD beta updates ➤ Tesla announces virtual power plant project in Japan Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla opens orders for RWD Model Y across Europe ➤ Market falls after Fed comments ➤ Tesla to leverage SpaceX technology ➤ Jefferies updates targets after Berlin tour ➤ Panasonic reportedly planning another US factory ➤ Ford raises Mach-E pricing ➤ Musk’s request called absurdly broad in Twitter hearing Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Analysts react to tours of Giga Berlin ➤ Rumors on Giga Berlin production rates ➤ FSD Beta release schedule update ➤ Ron Baron comments on Tesla and SpaceX investment expectations ➤ Nvidia discusses Tesla GPU purchase ➤ Tesla sends cease and desist letter to Dan O’Dowd ➤ Toyota EVP pursues gaslighting strategy on electric vehicles Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla completes final trading day before stock split ➤ China automakers lagging behind Tesla profitability in China ➤ Giga Texas production rumor ➤ Tesla presents at Hot Chips conference ➤ Hot Chips 1: https://bit.ly/3Cp85bs ➤ Hot Chips 2: https://bit.ly/3ALuYEQ ➤ California plans to ban ICE sales by 2035 ➤ Volkswagen and Mercedes-Benz secure minerals agreements ➤ Twitter whistleblower fallout continues ➤ Full Twitter complaint: https://bit.ly/3KmWxr1 ➤ SpaceX set to announce agreement with T-Mobile Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla teases AI Day 2022 event ➤ New Autopilot testing position listed by Tesla in Europe ➤ Castings pile up at Tesla’s factories ➤ Volkswagen looks to secure battery supply in Canada ➤ Twitter’s former head of security files whistleblower complaints with regulatory agencies Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Looking at first impressions from Tesla’s release of FSD Beta 10.69 ➤ Tesla’s Director of Autopilot software discusses recent changes to the system: https://youtu.be/jPCV4GKX9Dw ➤ Giga Texas reportedly hits 1,000 vehicles produced in one week ➤ Power restrictions extended in China ➤ Sandy Munro discusses Tesla’s 4680 battery pack ➤ Tesla tries out new Superchargers layout ➤ Elon Musk announces Neuralink update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla updates webpage for Tesla Semi, shares new product details ➤ Market drops as Fed comments on rates ahead of symposium ➤ German PPI comes in far ahead of forecasts ➤ FSD Beta 10.69 on track ➤ Giga Berlin reportedly plans to add third shift ➤ Indonesia’s president discusses Tesla ➤ China extends electric vehicle incentive ➤ Lucid announces new version of Lucid Air ➤ GM announces capital distribution plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ CFRA increases TSLA price target in new analyst note ➤ Tesla lowers estimated wait times in China ➤ Shanghai asks for power restrictions to exclude Tesla suppliers ➤ Mixed reporting on new CATL battery ➤ Tesla’s virtual power plant kicks in for power event coverage ➤ Tesla updates solar pricing ➤ Product manager job listed for Tesla retail electricity projects ➤ Elon Musk comments on side mirrors ➤ Elon Musk attends Republican fundraiser Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New information published by the IRS and US Department of Energy regarding changes to the EV tax credit ➤ Tesla releases and then removes new Supercharging membership in the US ➤ Tesla posts new video of the Tesla Semi, then also removes that ➤ Global Equities Research TSLA note Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk replies to NHTSA’s request for FSD Beta access, comments on version 10.69 ➤ President Biden sign Inflation Reduction Act into law ➤ Factories suspended in China due to power shortages ➤ Tesla expands Virtual Power Plant pilot in California ➤ Superchargers in Germany are non-compliant with regulations ➤ Tesla scores well in brand survey ➤ Musk granted limited access in Twitter case ➤ Karpathy publishes video on neural networks Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Fund discloses multi-billion dollar TSLA stock position ➤ Discussing Tesla’s decision to halt orders on the Model 3 Long Range in North America ➤ Tesla updates specs for new, larger Megapack ➤ Elon Musk comments on Tesla production milestones ➤ Giga Texas update ➤ Elon Musk writes essay for China Cyberspace publication ➤ Tesla receives large new order from startup ➤ Panasonic looks to improve Giga Nevada output ➤ CATL announces new factory ➤ Munro discusses 4680 battery cells ➤ EU court rules on “Autopilot” terminology Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Is Elon Musk finally done selling TSLA stock after his second major round of sales to finance a possible Twitter deal? ➤ CPI and PPI data comes in lower than expected ➤ House to vote on Inflation Reduction Act ➤ Musk comments on Tesla Semi timeline ➤ BYD reportedly supplying batteries to Tesla ➤ New Tesla Energy project ➤ Rivian reports Q2 earnings Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has set a new production rate record for Model Y at Giga Shanghai after upgrades ➤ Markets fall as CPI report expectations rise ➤ Tesla Model Y and Model 3 are leading sellers in California ➤ Dan O’Dowd continues campaign against Tesla➤ Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ The US Senate passes huge EV tax credit ➤ Link to marked-up EV bill: https://bit.ly/3OMSWmK ➤ Full explanation video: https://youtu.be/7yAdviya7Ls ➤ Tesla reportedly secures huge nickel contracts with Indonesian suppliers ➤ Tesla encourages Ontario to increase manufacturing incentives ➤ Giga Shanghai updates ➤ Elon Musk comments on FSD Beta ➤ Lucid reports earnings ➤ Schedule update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla announces stock split details after shareholder approval ➤ Shareholder proposal passes despite board recommendation ➤ Takeaways from Tesla’s annual shareholder meeting ➤ EV tax credit updates ➤ China July sales report ➤ Elon Musk’s countersuit against Twitter Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives  

➤ New Model Y version reportedly coming soon with new battery out of China ➤ Automakers push back on EV tax credit language ➤ Tesla offers owners in China incentives to upgrade ➤ New Solar Roof reportedly in testing by Tesla ➤ Munro continues 4680 teardown ➤ Tesla updates S/X status for Europe ➤ Germany leaves door open on nuclear Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly begins implementing game-changing new charging feature ➤ CATL reportedly delays factory announcement in wake of Pelosi visit to Taiwan ➤ Tesla add news Supercharger attraction in Germany ➤ Toyota continues to struggle with bZ4X recall Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Hertz praises Tesla during quarterly earnings call ➤ Tesla opens voting for questions for Shareholder Meeting ➤ SpaceX to launch Tesla referrer photos into space ➤ Giga Shanghai updates ➤ Musk comments on Tesla short sellers ➤ FSD Beta 10.13 update ➤ IDRA rumor ➤ Munro & Associates interview Ford execs ➤ Musk countersues Twitter Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock continues to fly as Elon Musk comments on stabilizing costs ➤ Core PCE rises ➤ Kimbal Musk exercises options, comments on Tesla’s outlook ➤ Elon Musk provides update on FSD Beta 10.13 ➤ Munro extracts first 4680 cell ➤ Tesla launches cloud profiles ➤ Energy storage makes impact in Hawaii ➤ Date set for Musk court case with Twitter ➤ Rivian confirms layoffs ➤ Sign the petition on hybrid vehicles: https://chng.it/xrcgjS4QMT ➤ Letter template to for Senators: https://bit.ly/3Jhff2S Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Newly proposed changes to electric vehicle, solar, and energy storage tax credits have massive industry-wide implications ➤ Link to marked-up proposal: https://bit.ly/3OMSWmK ➤ GDP estimated to decline in Q2 ➤ Amazon, Apple rise after earnings reports Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla’s production targets reported after downtime at Giga Berlin ➤ Stocks rally after Fed meeting ➤ Senators Manchin and Schumer announce agreement on major bill ➤ Munro & Associates continue 4680 battery pack teardown ➤ Tesla and Neoen receive new approval on battery project ➤ Ford beats earnings expectations Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Market updates as big week continues ➤ Elon Musk plans to put head down, focus on mission ➤ Tesla expands insurance product to new states ➤ New software update changes range prediction calculations ➤ GM reports earnings, highlighting Tesla’s dominance ➤ Germany to reduce EV incentives ➤ More insight on Volkswagen’s new CEO ➤ Mercedes plans to stop production on its first EV Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Discussing new disclosures from Tesla’s second quarter 10-Q filing ➤ Big week for macroeconomic reports, earnings ➤ Giga Berlin reportedly tests new processes during downtime ➤ Shanghai factory rumors ➤ FSD Beta 10.13 updates ➤ Elon Musk denies Wall St. Journal report ➤ Herbert Diess out as Volkswagen CEO Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Rob Maurer discusses the biggest learnings from Tesla's Q2-22 earnings beat and management's comments on the earnings call. Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Watch on YouTube: https://youtu.be/y-vMDUwW67I ➤ What to watch for in Tesla’s upcoming Q2 earnings report, and a serious red flag in consensus estimates ➤ Tesla produces 2 millionth vehicle in Fremont ➤ New Supercharger info ➤ Judge allows for expedited hearing in Twitter case Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Release notes for next FSD Beta update leaked ➤ Earnings week kicks off ➤ Update on Giga Shanghai upgrades ➤ New application from Tesla on Giga Texas ➤ Used Tesla prices rising much faster than other brands ➤ Updates on Panasonic, CATL, and 4680 battery ➤ Musk comments on Tesla HVAC product ➤ Twitter case updates Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk comments on upcoming FSD Beta updates ➤ Rumor on Tesla’s Project Dojo ➤ Discussion on Tesla’s pricing ➤ Updates on Giga Shanghai ➤ Munro visits IDRA ➤ SEC inquires about Musk’s Twitter comments ➤ Court to hear expedition request Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New 4680 battery info from The Limiting Factor: https://youtu.be/8WPPBhqeekw ➤ PPI higher than expected ➤ Giga Texas production report ➤ Giga Berlin test production sales ➤ Morgan Stanley lowers Tesla price target ➤ Tesla opens questions for Q2 earnings call ➤ EV market share rises in the US Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla’s Director of Artificial Intelligence, Andrej Karpathy announces that he is leaving the company ➤ CPI report comes in higher than expected ➤ Two new analysts initiate coverage on TSLA stock ➤ Panasonic selects location for US battery factory ➤ Customers receive VINs for new Berlin Model Y ➤ Supercharger V4 rumors ➤ Aptera starts petition advocating for Supercharger standard (https://bit.ly/3yE2Dhh) ➤ Former Delaware Supreme Court Justice comments on Twitter lawsuit Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Twitter sues Elon Musk over acquisition termination, makes case against Musk (https://bit.ly/3uJ7cps) ➤ CPI report expected to show increase ➤ Munro encounters challenges with 4680 pack teardown ➤ BYD falls on concern of Buffett exit Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock falls 10% from post-market Friday high as Covid cases rise in China ➤ Model Y sales compare favorably in first half of year in China ➤ Giga Berlin start shipping Long Range Model Y ➤ Twitter board comments on Musk’s termination attempt, sends letter claiming Musk has breached the merger agreement ➤ New details on next-gen Supercharger ➤ More information on Tesla solar trailer concept ➤ Rivian reportedly laying off portion of staff Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk has terminated the merger agreement offer to purchase Twitter (https://bit.ly/3arWkp6) ➤ Tesla sets new records in China ➤ 4680 Model Y teardown continues ➤ Tesla China executive expands responsibilities ➤ New Supercharger info ➤ Electric vehicle interest rising ➤ Tesla Megapacks pile up at Giga Nevada Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk makes series of comments on possible Tesla ‘Robovan’ ➤ New report on Tesla Cybertruck production ➤ More details from ongoing teardown of 4680 Model Y ➤ Indonesian President discusses status of possible Tesla factory ➤ Tesla Solar reportedly has strong quarter in the US ➤ SpaceX announces Starlink Maritime Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Munro associate shares more details on the Texas-made 4680 Model Y teardown ➤ Instructions on how to vote for annual meeting: https://ir.tesla.com/shareholders/vote ➤ Preliminary report for Tesla sales in China in June ➤ Rivian ramps up production in the second quarter ➤ Musk comments on FSD timeline for The Boring Company ➤ Sun Valley conference kicks off Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla prepares for expansions at Giga Berlin and Giga Shanghai ➤ Analysts react to Tesla’s Q2 delivery and production report ➤ Munro & Associates begin Texas Model Y teardown (https://youtu.be/FXpfU6I_T3w) ➤ Elon Musk comments on Tesla’s interest in mining ➤ Tesla gains market share in the second quarter despite shutdowns ➤ Tesla’s brand strengthens year-over-year ➤ Musk comments on FSD Beta ➤ Supercharging update ➤ The Boring Company opens newest Loop station ➤ SpaceX receives important FCC permission Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer walks through Tesla’s Q2 delivery and production report, how it compares to expectations, and what it means going forward Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Walking through what to expect from Tesla’s Q2 delivery and production report ➤ Q2 GDP forecast dropped to negative ➤ PCE comes in below expectations ➤ Goldman Sachs publishes new TSLA note ➤ Permit shows planned expansion at Giga Texas ➤ Supreme Court rules to limit EPA control ➤ Plaid hits new top speed ➤ 4680 analysis video out Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly increases Giga Texas Model Y production drastically ➤ Tesla Annual Shareholder Meeting drawing ends soon: https://www.tesla.com/2022shareholdermeeting ➤ New China insurance data ➤ Uber shares more details on Hertz / Tesla rental business ➤ J.D. Power releases 2022 Initial Quality Study ➤ Munro & Associates updates ➤ EU moves forward on possible ban of ICE vehicles by 2035 ➤ Hyundai shows concept of Ioniq 6 EV Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk comments on Tesla’s Master Plan Part 3 and Tesla’s level of interest in mining ➤ Albemarle looks to expand US lithium capacity ➤ Report on Samsung’s 4680 battery progress ➤ Tesla begins Long Range Model Y deliveries from Giga Texas ➤ Q2 delivery expectations fall ahead of report ➤ Volkswagen CEO Herbert Diess comments on Tesla ➤ Discrimination lawsuit continues ➤ Correction on China EV incentives ➤ Tesla lays off portion of labeling team ➤ SpaceX faces lobbying pressure (https://www.votervoice.net/SpaceX/Campaigns/95756/Respond) Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla may be significantly increasing production at Giga Berlin ➤ Looking ahead at the calendar ➤ Updates on Tesla in China ➤ Elon Musk crosses 100M Twitter followers as inactivity continues ➤ Volkswagen reveals the all-electric ID. AERO Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla begins assigning more VINs out of Giga Texas ➤ Credit Suisse updates price target on TSLA stock ➤ Discussion on Russell 1000 and index rebalancing ➤ Updates on Giga Shanghai ➤ Tesla adds EAP to design studio ➤ Annual meeting page posted ➤ Tesla Tequila update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Understanding the Renewable Fuel Standard, RIN credits, and how this multibillion dollar market could change the trajectory of the auto and energy industries in the United States ➤ China reportedly considers EV incentive extensions ➤ Tesla and PG&E begin offering compensation for virtual power plant in California ➤ More news on Texas-made Model Y vehicles ➤ Toyota recalls new EV ➤ Cruise begins paid autonomous rides Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk discusses Tesla’s production challenges, cash burn, FSD, and Cybertruck in new interview (https://youtu.be/u5w_VkAx6tc) ➤ Multiple reports on Giga Shanghai shutdowns cause confusion ➤ Morgan Stanley lowers TSLA price target ➤ CFRA calls TSLA drop a generational opportunity ➤ Tesla heavily recruiting at computer vision conference ➤ Update on Model Y pricing ➤ News on a possible EV tax credit ➤ The Boring Company looks to build tunnel in Giga Texas area Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk shuts down Bloomberg’s EV forecast at Bloomberg’s Qatar Economic Forum (https://youtu.be/uTBeGjg4pek) ➤ TSLA stock rallies to 3rd best day of the year ➤ Tesla provides update on Giga Berlin production ➤ Discussion on Tesla deliveries and production in China ➤ Cars.com updates American-Made Index ➤ Acceleration boost reported for Texas-made Model Y ➤ New photos of Tesla’s Semi Megacharger ➤ Texas plans EV charging investment ➤ IDRA extends open house ➤ von Holzhausen interior update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Ron Baron shares thoughts on current market ➤ Tesla plans to expand Enhanced Autopilot offering ➤ Rumor on China production ➤ Price increases in China ➤ Berlin-made Model Y efficiency test ➤ Tesla layoffs reportedly continue ➤ SpaceX fires employees behind open letter ➤ Tesla expands insurance offering ➤ Markets closed on Monday, June 20 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock drops as Nasdaq hits 52-week low ➤ Tesla raises prices on version of all vehicle models ➤ Checking in on commodities prices ➤ Tesla Semi update ➤ More Tesla Insurance news ➤ Tesla expands Supercharging pilot ➤ Possible new interior option ➤ Report on Tesla delivery and service staff ➤ Elon Musk meets with Twitter employees ➤ Internal SpaceX letter to Elon Musk ➤ Musk, Tesla, SpaceX sued over Dogecoin Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock rises alongside market after FOMC meeting and interest rate decision ➤ Ford discloses that the Mustang Mach-E is no longer profitable ➤ NHTSA releases ADAS / ADS crash data ➤ Elon Musk comments on FSD Beta V11 ➤ Tesla files to expand Tesla Insurance availability ➤ Elon Musk appeals SEC settlement ruling ➤ Nio announces ES7 details ➤ Musk sets Starship launch timeline ➤ The Boring Company gets approval in Las Vegas Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ NHTSA reportedly expected to release crash data singling out Tesla in coming days ➤ PPI reported ahead of Fed meeting ➤ Elon Musk discusses Tesla, Rivian, and Lucid (https://youtu.be/iHmSrK238vI) ➤ Giga Berlin tests production for structural pack Model Y ➤ Tesla expands third-party Supercharging test ➤ Exec resigns for Tesla in India ➤ Elon Musk expected to speak with Twitter employees ➤ Ford halts sales of Mustang Mach-E ➤ GM unveils newest EV Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk emails Tesla employees as quarter-end approaches ➤ Markets drop ahead of Fed meeting ➤ Updates on Giga Berlin ➤ Info on 4680 production ➤ LG announces investment in 4680 batteries ➤ RBC upgrades TSLA ➤ Tesla faces Bitcoin impairment in Q2 ➤ Virtual power plant in Texas ➤ Automakers ask for EV incentive extension ➤ SpaceX gets FAA approval Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla files proxy statement for shareholder meeting and announces 3-1 stock split plan ➤ CPI numbers come in higher than expected ahead of Fed meeting ➤ More info on new 4680 vehicles ➤ Tesla expands Model Y to new countries ➤ Elon Musk comments on FSD Beta Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk tells Tesla to prepare for nutty quarter in all-hands meeting ➤ CPCA reports Tesla’s sales and production in China for May ➤ Reuters reports on June production target ➤ NHTSA elevates investigation on Tesla Autopilot ➤ New info on 4680 battery performance ➤ UBS upgrades TSLA rating ➤ Model Y spotted in new country ➤ KBB reports on vehicles price changes ➤ Switzerland cuts EV incentive ➤ White House announces EV charging plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla supply chain news on batteries, autonomous driving hardware, China production and more ➤ Tesla begins external deliveries of Texas-made Model Y ➤ CPCA set to report May numbers ➤ Twitter plans to provide data to Musk ➤ News on IDRA Giga Press ➤ EU sets stricter emissions targets Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New interior photos of the Tesla Cybertruck show updates from prototype ➤ Target investor update may carry broader market implications ➤ FSD Beta expands significantly ➤ Musk’s Twitter financing reportedly on hold ➤ Tesla pushes back on DFEH discrimination lawsuit ➤ News from IDRA open house ➤ Filing shows Tesla still has interest in radar ➤ Volkswagen software efforts face major challenges ➤ Dealer markup on F-150 Lightning ➤ Starlink IPO update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla finalizes lithium supply contract ➤ Elon Musk pushes back on Twitter in new SEC filing ➤ Tesla denied EV incentive in Texas ➤ New Tesla Energy project opens ➤ Apple unveils next-generation CarPlay interface ➤ Gates defends TSLA short ➤ Solar tariffs cut ➤ Supercharger map updated ➤ Rivian sends letter to shareholders ➤ Starlink gets permission in France Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla lays off employees as Elon Musk reportedly has a "super bad feeling" about the economy ➤ Tesla reschedules AI Day 2 ➤ New Elon Musk interview: https://youtu.be/AeeeEDSekG8 ➤ Old Tesla referral program resurfaces ➤ May auto sales reported ➤ Cruise to begin commercial operations Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Goldman Sachs and others react similarly after visits with Tesla investor relations team ➤ Battery cost outlook updated by Goldman Sachs ➤ Piper Sandler notices change in wait time tracker ➤ Analysis of IDRA Giga Press shipping times ➤ Bloomberg NEF releases annual EV outlook study, calls peak ICE ➤ Ernst & Young release EV adoption study ➤ EU to crack down on PHEVs ➤ Ford CEO commits to new direction ➤ The Boring Company updates Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk emails all Tesla and SpaceX employees about unacceptable remote work ➤ Shareloft update (previous announcement here: https://youtu.be/5KdjErsVki8) ➤ News on Texas-made Model Y ➤ Panasonic provides update on 4680 progress ➤ GM slashes price of Chevy Bolt Timestamps: 0:00 Intro 0:33 Announcement 5:27 Rest of episode Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla SVP Drew Baglino discusses battery industry growth, mining, geopolitics, Solar Roof and more: https://youtu.be/-JUlVEDitlA ➤ Mizuho releases new TSLA note ➤ Shanghai moves towards next phase of re-opening, announces action plan including EV incentive ➤ Elon Musk confirms details on IDRA Giga Press casting machine ➤ SpaceX FAA approval delayed again Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock continues to rally, has the share price bottomed? ➤ Credit Suisse issues new Tesla note after visit to Fremont ➤ NHTSA seeks more information on recent Tesla fire ➤ Twitter shareholders sue Elon Musk ➤ New study shows Tesla driver safety ➤ JD Power reports on EV consideration ➤ Rivian makes leadership adjustments Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Legacy auto brands “could disappear” from China according to automotive CEO ➤ Jefferies reduces TSLA price target, cites Elon Musk concerns ➤ Tesla prepares for fourth ship from Shanghai ➤ Shanghai port capacity begins to normalize ➤ Tesla files for business in Thailand ➤ BYD announces more details on new BYD Seal ➤ SEC proposes more ESG disclosure requirements Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New SEC filing from Elon Musk updates Twitter financing and implications for TSLA stock ➤ Musk comments on Tesla’s valuation ➤ Reuters reports on SEC’s battle with Elon Musk ➤ Update on Giga Berlin expansion ➤ Some Tesla deliveries temporarily on hold in EU ➤ Indonesian minister comments on Tesla negotiation ➤ Volkswagen dealers share concern about new EVs ➤ Volkswagen and Stellantis resolve some emissions cases ➤ Lucid recalls most previous production ➤ Apple manager leaves for lidar company ➤ Starlink subscriber count update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock drops to 11-month low, hits 50% drop from previous high ➤ Discussion on investing mindset ➤ Daiwa Securities lowers TSLA price target ➤ Giga Shanghai production update ➤ Volkswagen comments on supply chain outlook ➤ Toyota cuts production forecast ➤ Tesla dominates US premium segment ➤ FSD v11 update ➤ New Tesla mobile app feature ➤ More on Idra Giga Press ➤ Gwynne Shotwell comments on Musk accusations ➤ SpaceX offers new Starlink service plan Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla takes steps to ramp back up production at Giga Shanghai, plus a look at how Q2 production might shake out ➤ Update on Giga Berlin ➤ IDRA teases 9000-ton Giga Press ➤ Tesla set to speak at Hot Chips conference ➤ Multiple Tesla fires reported over the weekend ➤ Tesla submits plans for elaborate Supercharging station ➤ Tesla requests rule change for Texas grid Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk accused of misconduct, denies allegations ➤ Tesla to set up “hardcore” legal team ➤ Report on Tesla in Indonesia ➤ Elon Musk meets with Brazilian government in Brazil ➤ Updates on Giga Shanghai ➤ Tesla reportedly adds shift at Giga Berlin ➤ Public rollout of FSD Beta 10.12 begins ➤ TSLA no longer top stock in ARK innovation fund ➤ Ford faces legal trouble in Germany Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ One of Tesla’s largest shareholders advocates for stock buyback, should Tesla do it? ➤ FSD Beta 10.12 release notes leak ➤ Wedbush reduces TSLA price target ➤ California mayor discloses massive Supercharging site ➤ NHTSA investigates Tesla crash in a California ➤ Twitter execs discuss possible acquisition ➤ Bill Gates declines to comment on Tesla again Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 FSD 10.12 Release Notes: • Upgraded decision making framework for unprotected left turns with better modeling of objects' response to ego's actions by adding more features that shape the go/no-go decision. This increases robustness to noisy measurements while being more sticky to decisions within a safety margin. The framework also leverages median safe regions when necessary to maneuver across large turns and accelerating harder through maneuvers when required to safely exit the intersection. • Improved creeping for visibility using more accurate lane geometry and higher resolution occlusion detection. • Reduced instances of attempting uncomfortable turns through better integration with object future predictions during lane selection. • Upgraded planner to rely less on lanes to enable maneuvering smoothly out of restricted space. • Increased safety of turns with crossing traffic by improving the architecture of the lanes neural network which greatly boosted recall and geometric accuracy of crossing lanes. • Improved the recall and geometric accuracy of all lane predictions by adding 180k video clips to the training set. • Reduced traffic control related false slowdowns through better integration with lane structure and improved behavior with respect to yellow lights. • Improved the geometric accuracy of road edge and line predictions by adding a mixing/coupling layer with the generalized static obstacle network. • Improved geometric accuracy and understanding of visibility by retraining the generalized static obstacle network with improved data from the autolabeler and by adding 30k more videos clips. • Improved recall of motorcycles, reduced velocity error of close-by pedestrians and bicyclists, and reduced heading error of pedestrians by adding new sim and autolabeled data to the training set. • Improved precision of the "is parked" attribute on vehicles by adding 41k clips to the training set. Solved 48% of failure cases captured by our telemetry of 10.11. • Improved detection recall of far-away crossing objects by regenerating the dataset with improved versions of the neural networks used in the autolabeler which increased data quality. • Improved offsetting behavior when maneuvering around cars with open doors. • Improved angular velocity and lane-centric velocity for non-VRU objects by upgrading it into network predicted tasks. • Improved comfort when lane changing behind vehicles with harsh deceleration by tighter integration between lead vehicles future motion estimate and planned lane change profile. • Increased reliance on network-predicted acceleration for all moving objects, previously only longitudinally relevant objects. • Updated nearby vehicle assets with visualization indicating when a vehicle has a door open. • Improved system frame rate +1.8 frames per second by removing three legacy neural networks. Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ S&P kicks out Tesla from S&P 500 ESG due to poor score ➤ Nasdaq slump continues, TSLA drops ➤ Elon Musk dives further into political Twitter ➤ Tesla prepares first 4680 vehicles for external delivery ➤ Supercharger network expansion test widens ➤ China considers adjustments to EV inventive plan ➤ Tesla becomes a top-seller in California ➤ Morgan Stanley note ➤ AI Day update ➤ FSD Beta 10.12 begins internal rollout Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Staying focused through a noisy period of time ➤ Update on Tesla China ➤ Experian reports on US EV registrations ➤ Piper Sandler lowers TSLA price target ➤ Elon Musk on the the All In podcast: https://youtu.be/CnxzrX9tNoc ➤ Twitter files preliminary proxy statement on acquisition ➤ Tesla schedules a second AI Day ➤ Argo AI starts driverless testing in Miami and Austin Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Production rumors on Giga Berlin and Giga Shanghai ➤ TSLA underperforms broader market ➤ Bridgewater Associates sells out of TSLA ➤ 4680 batteries at Tesla Automation in Germany ➤ Elon Musk hosts president of Indonesia ➤ FSD Beta 10.12 update ➤ Tesla Autopilot tested by AAA ➤ Uber adds feature for requesting EVs ➤ Tesla Semi orders ➤ Elon Musk participates in All In summit Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk announces Twitter acquisition is on hold ➤ TSLA stock rallies with market ➤ Tesla re-evaluates plans for India ➤ Shanghai officials comment on lockdown status Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk is reportedly seeking additional equity financing to allow further adjustment of margin loan for Twitter acquisition ➤ PPI report in line with expectations ➤ TSLA volume hits 3-month high ➤ Update on Giga Shanghai production ➤ Court makes ruling in Tesla, Elon Musk lawsuit ➤ Tesla reportedly raises Supercharger prices ➤ Tesla finds delivery loophole in Wisconsin ➤ Quebec announces funding for Starlink Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Thoughts on the current market and TSLA stock’s decline ➤ Video with Pierre Ferragu: https://youtu.be/jWww2-JdYx4?t=324 ➤ Consumer Price Index increases above expectations ➤ Toyota operating income falls below Tesla’s, warns on materials costs ➤ Tesla begins exports from Shanghai for Q2 ➤ Elon Musk comments on next version of FSD Beta ➤ Panasonic discusses Tesla’s battery demand ➤ Volkswagen announces new EV plans for US ➤ Rivian reports first quarter earnings Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk explains Tesla’s lead, ridiculous demand, production constraints, and more in interview with Financial Times: https://youtu.be/VfyrQVhfGZc ➤ China Passenger Car Association reports April sales and production numbers ➤ Confusing reporting on the status of Giga Shanghai production ➤ Update on German EV incentives Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA continues falling as markets decline ➤ Morgan Stanley updates Tesla forecasts ➤ JP Morgan sends new communication on stock split ➤ Update on Giga Shanghai production upgrades ➤ Elon Musk set to speak with JB Straubel at Financial Times conference ➤ Musk meets with EU official, plans to meet President of Indonesia ➤ Twitter acquisition uncertainty rises with tech selloff ➤ Germany reportedly seeking to increase EV credits ➤ Rivian lockup period ends ahead of earnings Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has released their annual impact report, disclosing new information on their competitive advantages ➤ Report on Giga Shanghai suggests return to full production ➤ Tesla secures new nickel contract ➤ Tesla raises prices in Canada ➤ Elon Musk provides update on FSD Beta Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Markets remain volatile as Nasdaq drops five percent to 52-week low ➤ Tesla reportedly seeking additional land to expand Giga Berlin ➤ Report on Giga Shanghai production level ➤ Tesla publishes Moss Landing video ➤ Elon Musk files updated Twitter paperwork disclosing new investors ➤ CNBC reports on Twitter CEO ➤ SpaceX announces new Starlink feature ➤ The Boring Company begins initial work on Austin-area project ➤ Lucid reports first quarter earnings Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Stock markets rise as Federal Reserve raises interest rates ➤ Fed Chairman Jerome Powell comments on policy, economic outlook ➤ Tesla appears to add new feature to refreshed Model S and Model X ➤ Automakers report US sales declines in April ➤ Lucid earnings upcoming Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly plans massive production expansion in China ➤ Elon Musk reportedly plans to re-IPO Twitter eventually ➤ Tesla schedules annual meeting, date of record ➤ Tesla seeks to hire EU public policy influencer ➤ Third-party Supercharging expansion continues in Norway ➤ Store employee compensation adjusted by Tesla ➤ Apple car update ➤ AMD beats earnings expectations Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Discussing Elon Musk’s TSLA stock sale and the implications for Musk’s Twitter acquisition ➤ Elon Musk’s margin call risk questioned ➤ Tesla files amended 10-K annual filing, may need further updates ➤ Annual meeting not yet scheduled ➤ Updates on Tesla in China ➤ Global Equities Research note ➤ FSD Beta update ➤ Battery infrastructure funding ➤ Macro calendar Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA continues to under-perform as the market waits to see if Elon Musk is selling the stock ➤ Understanding Form 4 filings ➤ Apple and Amazon post highly-anticipated earnings reports ➤ Ruling in Solar City enrichment court case ➤ Update on Shanghai ➤ Elon Musk gives insight on Twitter plans ➤ SpaceX’s Starlink has a new partner Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Market momentarily stabilizes as more earnings reports come in, including Ford’s ➤ Court rules on Elon Musk’s attempts to limit SEC settlement agreement ➤ Twitter 8-K filing discloses more details on acquisition agreement ➤ Lucid announces 100,000 vehicle order Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock crashes in worst day for Nasdaq in over a year ➤ New 13D filing provides more details on Musk’s Twitter financing ➤ Discussing margin call risk in relation to the Twitter acquisition ➤ Rumor on Tesla stock split ➤ Tesla files 10-Q quarterly filing ➤ Elon Musk meets with Indonesian officials on battery supply ➤ India discourages importing Teslas from China ➤ The New York Times and FX partner on Musk documentary ➤ Ford starts production of F-150 Lightning, talks EV goals Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Twitter announces unanimous board decision to accept Elon Musk’s acquisition offer ➤ Conversations between Elon Musk and Saudi PIF revealed in new court documents ➤ Leaked Bill Gates texts to Elon Musk confirm TSLA short position ➤ Avis adds Tesla vehicles to rental fleet ➤ Ford shares F-150 Lightning production target ➤ The Boring Company announces Hyperloop plans ➤ Scheduling update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ S&P Global comments on Tesla’s credit rating following Tesla’s earnings report, still refuses to upgrade Tesla to investment grade ➤ Updates on Tesla in China ➤ Bill Gates reportedly short TSLA stock Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk has disclosed the formation of three companies under the name of X Holdings ➤ Analysis of the purpose of X Holdings ➤ Musk secures financing for potential Twitter tender offer — how will it affect Tesla shareholders? ➤ Analysts increase price targets following Tesla’s earnings report ➤ Further discussion on Tesla’s earnings ➤ The Boring Company raises $675M Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Quick summary of Tesla’s Q1-22 earnings report ➤ Earnings call and reaction: https://youtu.be/iEo4muI-rYg ➤ Earnings report and letter: https://youtu.be/VoA4DcktdEQ Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla is set to report earnings and analyst consensus estimates may be setting Tesla up for a big beat ➤ Full Q1 2022 Tesla earnings preview with Rob Maurer Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk discusses Tesla scaling to extreme scale, Tesla AI, merging companies, listing SpaceX on the public market, and much more in two new interviews ➤ Texas: https://youtu.be/YRvf00NooN8 ➤ TED: https://youtu.be/YRvf00NooN8 ➤ ARK Invest publishes new TSLA model and price target for 2026 ➤ Previous ARK video: https://youtu.be/FVnSFIpwY3o ➤ Giga Shanghai reportedly set to restart production ➤ Giga Berlin production reports by German media ➤ Piper Sandler lowers TSLA price target ➤ Tesla expands Tesla Insurance to new states ➤ Tesla and PG&E activate huge energy storage project ➤ Mobile connector no longer included as standard equipment ➤ Ford halts retail orders for Mustang Mach-E Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk has formally submitted an offer to buy Twitter for $43 billion Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Fake report leads to pump and dump of lithium mining stock ➤ PPI report comes in higher than expected ➤ Analyzing a so-called “leaked” Tesla product roadmap ➤ Discussing the battery on Tesla’s new Model Y ➤ Morgan Stanley issues new Tesla note ➤ Ford announces launch date for F-150 Lightning and new Lincoln EV concept Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla may be on the cusp of generating next-level margins ➤ Consumer Price Index report comes in mixed, with interesting takeaways ➤ Giga Shanghai rumors ➤ Discussing Tesla’s balance sheet in the current environment ➤ Large new Tesla location planned for St. Petersburg ➤ Honda announces electrification plans ➤ Toyota unveils specs for new EV available in North America Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer discusses his thoughts after attending Tesla’s Cyber Rodeo event at Giga Texas ➤ Details on Tesla’s new Model Y variant ➤ New feature on Tesla’s Cybertruck ➤ Shanghai updates lockdown policies ➤ China Passenger Car Association reports sales and production for March ➤ Tesla raises prices in the US ➤ US government includes Elon Musk in EV meeting ➤ Elon Musk reverses course on joining Twitter’s board of directors Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla prepares Giga Texas for Cyber Rodeo event ➤ Analyst issue notes and price target updates following Q1 delivery report ➤ China lockdowns continue to threaten production, supply chains impacted ➤ Report on Giga Berlin energy requirements ➤ CATL makes progress on factory in Germany ➤ Volkswagen discusses volume and growth plans ➤ Toyota exploring vision-only autonomous driving ➤ Rivian reports Q1 delivery and production numbers Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Top markets in Europe report Q1 sales showing Tesla’s growth dominance ➤ Looking ahead at the macro calendar ➤ Tesla launches Model Y in Israel ➤ Elon Musk joins Twitter board of directors with ownership condition ➤ Morgan Stanley shares institutional investor opinions on Musk’s Twitter involvement ➤ GM and Honda announce expanded EV partnership ➤ Volkswagen struggles with OTA software updates ➤ Scheduling update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk has disclosed the acquisition of nearly 75 million shares of Twitter stock, making him the largest individual shareholder ➤ TSLA stock rallies after delivery report ➤ Tesla schedules Q1 earnings ➤ Giga Shanghai production halt continues despite conflicting report ➤ Giga Texas gets prepped for Cyber Rodeo event ➤ Tesla releases FSD Beta update ➤ Elon Musk comments on Supercharger margins ➤ Polestar and Hertz announce EV partnership ➤ Delivery report livestream follow up Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer discusses his expectations for Tesla’s Q1 delivery and production report, what to watch for, and what we might learn for the rest of the year ➤ GM, Toyota, Nissan, and other automakers report US sales ➤ YouTube Link: https://youtu.be/BQ1GFmsoNyE Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly extends production halt at Giga Shanghai ➤ Analyzing a strange rumor on The Boring Company ➤ TSLA outperforms in Q1 ➤ Tesla reportedly stops scheduling new Solar Roof installations ➤ Patent explaining Tesla’s autonomy approach published ➤ New third-party subscription offer features Tesla ➤ Canada announces emissions reduction plan Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Mining executive talks about Tesla’s materials advantage ➤ Tesla reportedly closes on supply contract with major nickel producer ➤ President Biden reportedly considering Defense Production Act as soon as this week ➤ Lockdowns continue in Shanghai, impacting Tesla supplier ➤ Credit Suisse issues note ahead of delivery and production report ➤ Gene Munster discusses Tesla’s advantages on CNBC Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla supplier announces event to show off new, larger Giga Press casting machine ➤ Giga Berlin continues with deliveries, including first outside of Germany ➤ Drone footage inside factory offers comparison with competition: https://youtu.be/IO5XC1x27gg ➤ Cadillac LYRIQ production: https://youtu.be/JxY8FPDB1T4 ➤ Morgan Stanley note on TSLA stock split ➤ Elon Musk comments on FSD Beta in Europe ➤ Discussing geofencing of FSD ➤ Tesla/Elon Musk respond in SEC dispute ➤ Lotus unveils all-electric SUV Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock rallies after stock split announcement ➤ SEC’s proposed settlement distribution plan ruled on by court ➤ Deutsche Bank ups Tesla earnings estimates ➤ Tesla’s director of artificial intelligence, Andrej Karpathy, takes a sabbatical ➤ Tesla reportedly halts production at Giga Shanghai again ➤ Elon Musk discusses Tesla Bot in new interview (https://bit.ly/3wMg8MM) ➤ Tesla applies for energy storage permit at Giga Texas ➤ NHTSA makes determination on emissions fines Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Analyzing Tesla’s research and development spending compared to competition ➤ Goldman Sachs has lowered automotive industry forecasts, but raised Tesla expectations ➤ Tesla corrects FSD loophole ➤ LG plans to invest in US battery factory ➤ Elon Musk plans to leave short-lived board stint ➤ Tesla Daily schedule update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla stock continues impressive run as broader market fades ➤ Looking ahead at the last week of Q1 ➤ Morgan Stanley shares thoughts on Tesla’s Master Plan Part 3 ➤ SEC and Tesla discussed regulatory credit reporting ➤ Hertz updates EV page to include Tesla Model Y ➤ Shell offers Tesla vehicle subscriptions ➤ Giga Texas updates ➤ Stellantis and LG announce multi-billion dollar battery factory ➤ Toyota buys back stock ➤ SpaceX raises prices on launches and Starlink Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk’s comments at Giga Berlin explain why Wall Street is still not properly forecasting Tesla’s growth ➤ Tesla delivers first vehicles from Giga Berlin ➤ TSLA stock has best day in months ➤ Giga Fest Texas gets approved ➤ China delivery estimates extended again ➤ SEC responds to Tesla and Elon Musk in legal battle ➤ Nancy Pelosi discloses TSLA trading action ➤ CATL scouts battery factory locations in North America ➤ Nickel finally trades without halting on LME Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk comments on the scope of the next “Master Plan” ➤ Tesla set for first deliveries from Giga Berlin ➤ Nickel prices returning to normalcy ➤ Jefferies issues updated TSLA note ➤ New Tesla energy project in Australia ➤ Tesla China shares new Giga Shanghai manufacturing video ➤ GM begins production of Cadillac LYRIQ ➤ Updates on SpaceX Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Interest in Tesla Model Y sees unprecedented spike along with electric vehicle search activity ➤ Giga Shanghai resumes production ➤ Semiconductor supply chain pressure increases due to earthquake ➤ Tesla asks drone operators to stop filming ➤ Megapacks continue to pile up at Giga Nevada ➤ Update on FSD Beta in Canada ➤ Lucid CEO discusses pricing, supply chain issues ➤ GM recalls a small number of EV Hummers ➤ Update on The Boring Company Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk announces a Master Plan, Part 3 is in the works for Tesla ➤ Update on water supply for Giga Berlin ➤ Tesla reportedly delays $1B bond sale ➤ Conflicting report on Giga Shanghai production status ➤ London Metals Exchange reopens nickel trading ➤ Ford F-150 Lightning efficiency revealed ➤ Maserati announces EV plans ➤ The Boring Company to enter negotiations with San Antonio Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Morgan Stanley tours Tesla’s Fremont factory and meets with Tesla’s investor relations team ➤ Federal Open Market Committee concludes March meeting, raises rates ➤ Giga Shanghai reportedly halts production ➤ Global Equities Research issues new TSLA note ➤ New references found in Tesla’s software ➤ Herbert Diess shares revelation regarding Tesla ➤ Apple car project update ➤ The Boring Company updates Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla implements one of their biggest price hikes ever just one week after raising prices ➤ Mixed PPI report ➤ Rumor on Tesla orders ➤ US Labor Secretary meets with Elon Musk ➤ Tesla Insurance looking to expand to two new states ➤ FSD hardware 4.0 reference reported in new software Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New documents show details of updated Model Y ➤ Tesla stock continues to struggle with macro headwinds ➤ Elon Musk challenges Vladimir Putin ➤ Tesla & SpaceX costs rising according to Elon Musk ➤ Tesla begins releasing FSD Beta 10.11 with many changes ➤ Some factories shut down in parts of China, other concerns increase ➤ Model S and Model X show up at Giga Shanghai ➤ US Senators advocate for Defense Production Act for battery materials ➤ Ford discusses dealerships under new business structure ➤ Stellantis CEO believes they will catch up with Tesla ➤ US changes regulations involving autonomous vehicles Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Former Tesla board member Steve Westly joins Rob Maurer to discuss Elon Musk, Tesla, disruption, energy, venture capital, and more Timestamps 0:00 Intro 0:45 Westly Group focus 2:50 Disruption of conservative industries 4:44 Finding Tesla 8:44 Becoming a board member 10:44 Tesla’s early / present-day ambition 14:28 Current EV landscape 17:37 Tesla’s growth 20:53 Volkswagen & China 24:08 Ford’s EV Split 28:07 Impacts of autonomy 29:23 Luminar 32:32 Tesla Energy & Solar 36:16 Regulatory policies & California migration 40:00 Early stage interests 44:07 Rob’s promise Westly Group: https://westlygroup.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla raises prices in the US and China ➤ Core CPI continues to rise ➤ Tesla’s order rates reportedly spike ➤ Elon Musk provides FSD Beta update ➤ Giga Texas production continues ➤ Grimes discloses second child with Elon Musk ➤ Waymo lists vision-only challenge ➤ Rivian reports earnings with shocking operating expenses Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ The SEC finally submits Tesla settlement distribution plan after more than three years ➤ Tesla Texas Giga Fest details ➤ Giga Berlin delivery date set ➤ German politician uses new Tesla term ➤ Tesla passes BMW in the US ➤ Tesla responds to senators’ Autopilot inquiry ➤ Leaked email gives insight on Tesla’s policies regarding Ukraine ➤ Ukraine receives more Starlink terminals ➤ Porsche to halt production ➤ EPA reinstates state-level emissions policies ➤ Amazon announces stock split, share buyback Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ US announces ban on import of Russian oil and natural gas ➤ EU announces plans to reduce Russian natural gas dependence ➤ Russia plans to halt exports to select countries ➤ Nickel futures pricing continues surging, ends up halted ➤ CPCA reports sales and production for Tesla in China in February ➤ Tesla & Elon Musk seek to terminate SEC settlement agreement ➤ Model Y order holders in Germany asked to confirm account details ➤ Elon Musk to speak at TED 2022 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Nickel prices skyrocket as commodity supply chain uncertainty increases ➤ Elon Musk comments on progress of FSD Beta ➤ More information on status of Giga Berlin water supply ➤ Tesla seeks Giga Fest approval ➤ GM and POSCO announce cathode production factory plans ➤ Ukrainian President Zelensky thanks Elon Musk Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla receives final approval for Giga Berlin ➤ Court rules that water supply permit needs correction ➤ Rumors on Giga Berlin and 4680 production ➤ More information on Panasonic’s reported US factory plans ➤ Elon Musk meets with Chinese ambassador ➤ Delivery wait times extended ➤ President Biden mentions Tesla again ➤ Morgan Stanley issues TSLA note ➤ Volkswagen shares more information on next-gen EV plans ➤ Sony and Honda announce intent to partner Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rivian backtracks on price changes, apologizes to customers ➤ Tesla reportedly set to receive final approval for Giga Berlin ➤ New NHRA rule impacting Model S Plaid ➤ Elon Musk comments on FSD Beta for Canada ➤ Class action lawsuit against Tesla and Elon Musk ➤ Panasonic plans new US factory ➤ Comments on Lucid 10-Q filing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Ford announces split of EV and ICE business units ➤ Rivian announces significant price increases ➤ Elon Musk comments on State of the Union address ➤ Report on Giga Berlin ➤ Tesla locks in new lithium supply contract ➤ Polestar shows off roadster concept Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Expected domestic Tesla sales in China reported for February ➤ Tesla recalls a minuscule number of Model S vehicles ➤ Fatal Tesla accident after vehicle reportedly loses power ➤ Cybertruck spotted in Fremont flyover ➤ Volkswagen warns of more production halts ➤ California Public Utilities Commission issues new autonomous driving permits for Cruise and Waymo Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Reports out of Germany indicate final approval for Giga Berlin may finally be happening ➤ More new Model Ys at Giga Texas and new VIN reported ➤ FSD Beta request button comes to Canada ➤ Tesla and SpaceX offer support to Ukraine, demonstrating their value ➤ Panasonic makes announcement on 4680 batteries ➤ Bernstein increases TSLA price target by 50% ➤ Lucid reports earnings ➤ TechMeme podcast: https://open.spotify.com/episode/14JW6x7C0YphE327sj74D7?si=895d12ca4ac84b21 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Munro & Associates astounded by examination of Tesla’s new Plaid electric motors ➤ Daiwa Securities upgrades TSLA stock rating ➤ Report of possible Texas-made Model Y VIN ➤ Elon Musk comments on insider trading investigation ➤ SEC proposes new short selling reporting requirements ➤ Elon Musk gives target for FSD Beta in Canada ➤ Tesla Energy project completed in Alaska ➤ Tesla wins JD Power award for home charging ➤ Volkswagen and Ford halt some production Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Reuters reports on imminent new factory for Tesla ➤ Volatility as Russia invades Ukraine ➤ Report on Giga Texas Model Y and EPA certification ➤ Rumored production milestone for Giga Berlin ➤ Court responds to Tesla’s letter regarding SEC’s behavior ➤ SEC reportedly investigation Musks for insider trading ➤ Ford CEO explains Tesla’s competitive advantages with brutal honesty ➤ NHTSA investigates Honda for unintended braking Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk comments on relationship with White House, battle with the SEC, and Department of Justice investigation of short sellers ➤ Tesla stock drops to five-month low ➤ Tesla files to expand parts production at Giga Shanghai ➤ Former Tesla employee files racial discrimination and safety lawsuit ➤ SpaceX helps reconnect Tonga Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla claims SEC leaked information regarding investigation after court-filed letter from Tesla ➤ SEC responds to Tesla’s original claims ➤ Bloomberg misrepresents situation in report on Giga Berlin ➤ Tesla registers insurance company in Germany ➤ Tesla temporarily halts Model S production for upgrades ➤ Elon Musk comments on next-generation gaming progress ➤ Rumors on Tesla’s software goals ➤ Aptiv CEO explains Tesla’s software lead ➤ Tesla delivers first Model Y vehicles in the UK ➤ Strong resale value for Model Y in China ➤ Tesla launches fleet sales page ➤ CATL investment near Giga Shanghai ➤ Major Tesla energy project halts operations ➤ West Virginia bill seeks to ban over-the-air updates ➤ Volkswagen rumored to seek Porsche IPO ➤ Lucid issues first recall Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla shares significant 4680 battery milestone which hints at production ramp progress ➤ New Tesla casting patent published ➤ Rumor on Tesla and Uber drivers ➤ Reuters compares automotive recalls ➤ SpaceX plans to split stock ➤ Ford rumored to consider splitting off EV business ➤ Thoughts on GM’s Ultium batteries ➤ The Boring Company completes proposal for Miami tunnel Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla and Elon Musk push back on the SEC ➤ NHTSA opens new investigation into Tesla Autopilot over phantom braking ➤ More than 100 Model Y vehicles spotted outside of Giga Texas ➤ Tesla offers new retrofit in China ➤ Consumer Reports replaces Model 3 on top-recommended EV list ➤ Decision on state flexibility for emissions standards expected soon ➤ Clarification on lithium discussion Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ United States Department of Justice reportedly investigating more short sellers for conspiracy (https://bit.ly/3JypkY1) ➤ FOMC meeting minutes published ➤ Tesla signs massive lithium contract ➤ China factory rumors ➤ Footage from inside Giga Texas posted on Snapchat ➤ NHTSA approves change to headlight regulation ➤ Tesla rapidly rising in brand consideration ➤ FSD Beta comments ➤ All-electric Hummer specs ➤ Herbert Diess “ask me anything” recap Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Famed Tesla short seller David Einhorn discloses new short position against TSLA ➤ Elon Musk discloses $5.5 billion dollar charitable donation ➤ PPI report comes in higher than expected ➤ Reverse Summon rumored to be expanding internally ➤ CNBC reports on FSD Beta ➤ Tesla updates VIN methodology ➤ South Korea questions Tesla’s marketing and sales process ➤ GM announces production restart date for Chevy Bolt ➤ SpaceX and Starlink updates Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New Model Y vehicles spotted at Giga Texas ➤ Leaked information on Tesla’s 4680 production rate and yield ➤ CPCA reports on Tesla sales and production numbers for January ➤ BYD rumored to supply Tesla with blade battery in March ➤ Tesla expands non-Tesla Supercharging ➤ Tesla increases Model Y paint prices in Germany ➤ Piper Sandler increases TSLA price target ➤ Super Bowl brings unprecedented amounts of EV advertisement Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Join Rob Maurer for an announcement Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypod... Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Stock market and TSLA react to inflation news and interest rate expectations ➤ California DFEH moves forward with legal action, Tesla issues response ➤ Yet another over-the-air recall issued by Tesla ➤ Tesla China selects location for design center ➤ Tesla directors leaves for Ford ➤ Canadian automotive supply chain pressure ➤ Toyota reduces production guidance again Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Multiple updates on Giga Berlin approval timeline ➤ Transportation Secretary Pete Buttigieg comments on Tesla ➤ Tesla files over-the-air recall for heat pump issue ➤ Past Tesla crashes resurface ➤ Global Equities Research issues TSLA update ➤ Elon Musk comments on Model X ramp problems ➤ Franz von Holzhausen discusses Tesla Roadster progress ➤ Herbert Diess schedules Reddit AMA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ President Biden mentions Tesla for the first time in his presidency ➤ CNBC reports on steering electronic control units ➤ Berlin water supply hearing is delayed ➤ European Union to discuss new emissions standards inclusive of PHEV data ➤ Senators question Autopilot design in open letter to Elon Musk ➤ Volvo announces mega castings Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla discloses a subpoena from the SEC in regards to corporate governance ➤ Tesla sets new capital expenditures target for 2024, adjusts deferred revenue expectations ➤ Checking in on Giga Shanghai over Chinese New Year ➤ Wall Street Journal article highlights strong Tesla demand ➤ Tesla rumored to be building app store ➤ Ford announces temporary production halts ➤ SpaceX sends team to Fiji Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Munro & Associaties continue teardown of new Plaid Model S, praising Tesla’s innovation ➤ Tesla shows off Berlin paint shop processes ➤ New patent may simplify production for Tesla ➤ Ford discusses EV plans and profitability on earnings call ➤ BMW CEO comments on electrification Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla just passed Ford on this key metric ➤ Extreme market volatility continues as major earnings reports come in from Amazon and others ➤ Morgan Stanley releases new note on Tesla ➤ Tesla issues voluntary over-the-air recall ➤ Texas receives new battery permit application from Tesla ➤ Supply constraints reportedly hit Tesla’s Solar Roof ➤ US Commerce Secretary comments on Tesla and Elon Musk ➤ Elon Musk sets time for Starship update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ White House officials comment off the record on President Biden’s refusal to acknowledge Tesla ➤ Washington Commanders use Tesla vehicles in brand launch ➤ Elon Musk’s attorney comments on Tesla “funding secured” saga due to ongoing lawsuit ➤ Panasonic provides update on 4680 battery cell development ➤ Update on Tesla’s New York factory job requirements ➤ GM reports earnings, comments on EV plans ➤ Volkswagen plans huge EV production capacity in China ➤ Apple patent renews interest in car ➤ SpaceX releases new Starlink product ➤ Tesla China releases new video: https://youtu.be/wdIaa1bLgR0 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Credit Suisse upgrades TSLA stock rating following Tesla’s Q4 earnings report ➤ Deutsche Bank issues note after meeting with Tesla Investor Relations ➤ Tesla continues to expand Supercharger pilot program ➤ New feature for Performance Model 3 in China ➤ Interactive Brokers founder shares insight on Tesla investors ➤ Chinese New Year begins Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Does the comparison of Tesla and Amazon’s business hold up to further scrutiny? ➤ ARK Invest returns to buying TSLA shares ➤ Tesla product updates ➤ Elon Musk comments on FSD and Tesla Solar ➤ Another piece of Tesla’s guidance ➤ Looking ahead to next week Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla stock has dropped hard after Tesla’s Q4 earnings report, here is what investors need to understand about what how TSLA is currently being priced ➤ New Cybertruck photos ➤ Moody’s upgrades Tesla’s debt rating Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer recaps Tesla's Q4-21 earnings report and conference call ➤ Earnings report reaction: https://youtu.be/7Spfjjm2Vss ➤ Earnings call and reaction: https://youtu.be/pirz73JTD-Y Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer previews Tesla's Q4 earnings report with detailed forecasts and consensus estimates ➤ YouTube link: https://youtu.be/aH9XycsAjrk Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Leaked photos and videos of new Cybertruck prototype show new details ➤ Wild market volatility continues heading into huge week ➤ Rumor on Tesla Supercharging rates ➤ Tesla files lawsuit against investment bank ➤ Tesla’s Fremont factory recognized for production level ➤ International updates ➤ Report on Panasonic’s 4680 battery cell progress ➤ Lamborghini talks EV plans ➤ GM plans new insurance offering ➤ Rob on Hyperchange: https://youtu.be/mcPZp-E96MA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Join Rob Maurer for a live discussion and Q&A on Tesla. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Volkswagen CEO Herbert Diess comments on Volkswagen’s electrification plans, supply chain, and more ➤ Tesla expands insurance offering to more states ➤ Steel Dynamics comments on Tesla supply rumors ➤ Tesla files for registration of new trademark ➤ Canadian Tesla owners voice issues with new cold weather updates ➤ Elon Musk comments on air suspension feature Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Vehicles produced at Giga Berlin spotted outside the country ➤ Piper Sandler analyst Alex Potter issues updated note ahead of Tesla’s Q4 earnings report ➤ Tesla updates Solar Roof financing ➤ Elon Musk comments on Tesla Safety Score expansion ➤ Toyota cuts production plans, lowers guidance due to semiconductor shortages ➤ Ford to recognize huge gain from Rivian investment Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New TSLA note from Credit Suisse demonstrates why the market is missing the story on Tesla, again… ➤ Nasdaq continues to struggle as yields rise ➤ Tesla increases price of FSD in the United States ➤ Following up on graphite supply chain ➤ Ford partners with ADT to copy Tesla ➤ Stellantis CEO spreads doubt on EVs ➤ CNBC interview Dan O’Dowd about Dawn Project Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla is criticized in full-page ad in the New York Times ➤ Analyzing Tesla’s newest safety data ➤ FSD Beta 10.9 rollout, plus news on expansion ➤ Tesla reportedly asks law firm to fire lawyer from past SEC case ➤ NHTSA in discussion with Tesla over heat pump issues ➤ Important updates from Giga Texas ➤ Elon Musk discusses Berlin travel plans ➤ Supply chain updates ➤ Ryzen processor confirmed to impact vehicle range ➤ Indian state courts Tesla Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla updates Model Y in European design studio ➤ Performance Model Y vehicles spotted at Berlin factory ➤ Elon Musk rumored to visit Giga Berlin ➤ Tesla begins accepting Dogecoin on select merchandise ➤ More videos on Giga Shanghai vehicle exit rate ➤ Additional thoughts on possible Cybertruck delay ➤ Nasdaq will be closed on Monday, January 17 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Media reports on Cybertruck delays ➤ US government reports PPI, initial jobless claims ➤ Automakers halt vehicle production in China ➤ China MIIT reports Tesla December production ➤ Model Y sales rank well in China ➤ Ford hits $100B valuation ➤ Tesla request rejected in court ➤ Elon Musk comments on new Tesla UI Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla puts one of their main competitive advantages on display ➤ Discussing US inflation report and near-term outlook ➤ Analyst updates from Morgan Stanley and Global Equities Research ➤ Brandenburg Economic Minister Jörg Steinbach comments on Giga Berlin water supply case and factory approval ➤ Update on Giga Texas ➤ More information on China sales ➤ Volkswagen reports full-year EV sales ➤ Tesla adjusts Model X Plaid options ➤ Elon Musk comments on Tesla in India ➤ Tesla schedules Q4 earnings report Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla is pushing back on a California proposal which could hurt the entire US (https://bit.ly/3neQ47q) ➤ Update on macro environment ➤ Update on Tesla cold weather performance ➤ CPCA reports Tesla China sales for December ➤ Timeline for Giga Berlin water dispute resolution ➤ New equipment spotted at Giga Texas ➤ GM launches new financial product Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Discussing Tesla’s recent decisions ahead of the Q4 earnings report and product roadmap update ➤ Marco economic calendar check ➤ Tesla reportedly discusses aggressive growth plan for Tesla Energy, Megapack updates ➤ Analyst updates from Wedbush, Goldman Sachs, Morgan Stanley, and Global Equities Research ➤ Tesla secures US-based nickel contract ➤ Giga Shanghai output videos ➤ Reports of cold weather issues Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Apple adds Tesla to peer group ➤ TSLA stock continues to fall alongside tech/growth ➤ Megacharger spotted at Pepsi facility, new Semi rumors ➤ Giga Berlin granted new temporary approval ➤ CATL factory near Giga Shanghai reportedly progressing rapidly ➤ TSLA investor has shares seized by government after fraud charges ➤ UK Model Y update ➤ Tesla safety video: https://youtu.be/5Y0PUqFhBWE ➤ Toyota talks solid-state battery plans Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Clarification on Tesla Giga Shanghai workforce reporting ➤ Report on Giga Texas ➤ IG Metall sets up shop near Giga Berlin ➤ News on possible processor retrofitting ➤ Tesla performs well in UK in 2021 ➤ Tesla unveils Megapack project in Texas Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Nasdaq has worst day in nearly a year, continuing massive two-day decline ➤ Comparing TSLA stock performance to previous similar periods ➤ Federal Reserve releases December meeting minutes ➤ Updates on Giga Berlin and Giga Shanghai ➤ Update on Nikola Motors lawsuit of Tesla ➤ Redwood Materials announces partnership involving Tesla Gigafactory ➤ GM announces all-electric Silverado pickup and two other EVs at CES ➤ Amazon and Stellantis announce interesting partnership ➤ Sony announces intent to explore EV production Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock drops after big start to the year, Ford and GM lead S&P 500 ➤ Ford announces increased EV production plans ➤ GM loses top market share position ➤ Tesla criticized for actions in China ➤ More analyst updates ➤ Latest on the status of the EV tax credit ➤ Daimler unable to complete recall Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock sees biggest dollar gain ever after reporting Q4 deliveries and production ➤ Analysts react to Tesla’s report with a mix of hesitation and price target increases ➤ More information on Tesla’s Model S recall ➤ California PUC change may hamper solar adoption: https://bit.ly/3pMTPCC ➤ Tesla tops the market in Norway, Switzerland ➤ Giga Texas may soon start production ➤ Apple surpasses $3T valuation Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Join Rob Maurer for a discussion on Tesla's Q4-21 delivery and production report Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer walks through estimates for Tesla’s Q4 delivery and production numbers and how they may compare to Wall Street’s consensus expectations Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk finally concludes sale of TSLA stock ➤ Looking ahead at the schedule for the rest of the year ➤ Tesla makes some hardware changes on Model 3 and Model Y ➤ German hypermarket chain announces Supercharging plans ➤ Tesla sponsors Formula SAE ➤ Australian publication awards Tesla Model 3 ➤ Northvolt begins battery production ➤ Waymo announces new OEM partnership ➤ Hyundai adjusts hydrogen plans Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk discusses Tesla autonomy and Tesla Bot with Lex Fridman: https://youtu.be/DxREm3s1scA ➤ Argus Research raises TSLA price target ➤ Wedbush reiterates TSLA price target ➤ Global Equities Research visits Fremont factory ➤ China domestic December sales teaser ➤ China set to change foreign investment rules ➤ Hyundai closes engine development division Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Discussion on Tesla’s production rate at Giga Shanghai after new drone flyover videos: https://youtu.be/VvVJcW6gN5I ➤ Tesla releases FSD Beta 10.8 and new user interface in holiday update ➤ Refreshed Model X update ➤ New employee comments on Giga Berlin battery production ➤ Tesla Megapack project in Hungary ➤ Yale University studies vehicle supply chain emissions: https://bit.ly/3EylCL5 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Consumer Reports criticizes Tesla’s driver monitoring implementation ➤ Elon Musk continues selling TSLA stock ➤ NHTSA comments on Tesla investigation ➤ News on FSD Beta 10.8, premium connectivity ➤ Tesla signs huge shipping contract ➤ Tesla agrees to graphite supply contract ➤ Grant application may hint at future Supercharger strategy ➤ Rear-wheel drive Model Y on EPA site for 2022 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock has best day since Elon Musk began selling stock ➤ Musk clarifies stock sale intentions in Babylon Bee interview ➤ German state comments on Giga Berlin status ➤ Tesla software updates ➤ Fremont Fire Department called to Tesla Fremont facilities ➤ NHTSA opens another investigation of Tesla Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Deutsche Bank investor note covers meeting with Tesla on 4680 batteries, margins, FSD Beta and more ➤ Tesla releases firmware version 2021.44.25 ➤ EPA releases new emissions requirements through 2026 ➤ IIHS tests Tesla Model Y safety ➤ New customers orders 10 Tesla Semis ➤ Tesla adds wireless charger to shop ➤ Nikola settles with SEC Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk comments on his tax bill for the year leading to questions on the status of his stock sale ➤ Guggenheim initiates coverage of Tesla stock ➤ Update on the status of the US federal EV tax credit ➤ Elon Musk gives timeline for Giga Texas party ➤ Brandenburg prime minister comments on Giga Berlin approval ➤ Tesla using old batteries in new inventory vehicles ➤ Chinese battery supplier reportedly agrees to supply deal with US automaker ➤ Couple delivers baby in a Tesla en route to hospital ➤ Nio unveils new Nio ET5 ➤ Cruise dismisses CEO Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Lawsuit filed against Tesla for Elon Musk’s recent tweets ➤ Senator Elizabeth Warren takes out ads against Elon Musk ➤ Tesla launches insurance product in another state ➤ New features for refreshed Model S/X ➤ Elon Musk comments on eventual Giga Texas size ➤ Fremont Police Department provides update on shooting ➤ Update on US federal EV tax credit status ➤ Catching up on Elon Musk’s stock sale ➤ GM delivers first EV Hummer ➤ Rivian files first earnings report Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Toyota suddenly backtracks on past electric vehicle comments, updates EV targets ➤ Elon Musk continues TSLA stock sale ➤ Daiwa Capital Markets increases TSLA stock price target ➤ Tesla will begin accepting Dogecoin on merchandise ➤ Fremont Police Department investigating suspicious death at Tesla factory ➤ Elon Musk responds to Senator Elizabeth Warren Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock closes below $1,000 per share for first time since October ➤ Elon Musk recognized as TIME person of the year (https://bit.ly/3DQ5xQv) ➤ Hardcore History with Elon Musk: https://youtu.be/T_Fa50Zc_3Y ➤ Tesla China November production numbers reported ➤ Tesla Semi may have started test production ➤ Tesla updates Roadster webpage ➤ Elon Musk comments on Cybertruck prototype ➤ Model 3/Y top premium segment in the US ➤ Tesla releases FSD Beta 10.6.1, Musk comments on 10.7 ➤ New merchandise added to Tesla Shop ➤ Paraguay reportedly interested in Tesla Energy products ➤ Canada continues to push back on proposed US EV tax credit structure Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Drone flyover spots new Cybertruck prototype on Tesla's Fremont test track (https://youtu.be/8NkRT_y9zms) ➤ Elon Musk jokes about quitting ➤ New Form 4s for Elon Musk's TSLA stock sale ➤ Tesla stops taking orders for Model S/X outside of North America ➤ Mary Barra discusses GM's EV position ➤ Department of Justice investigating short selling hedge funds Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk responds to Tesla bear case ➤ Tesla reportedly meets with buy-side investors, shares details on Giga Berlin and Giga Texas ➤ NHTSA in contact with Tesla in regard to some screen functionality while driving ➤ China Passenger Car Association releases year-to-date by model sales ➤ Tesla partners with Genex on Australian battery project ➤ Missy Cummings back in the news ➤ Volkswagen and Herbert Diess resolve recent uncertainty Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ China Passenger Car Association reports Tesla China sales for November ➤ New street-high TSLA price target ➤ Tesla China teases announcement on December 10 ➤ More activity at Giga Texas ➤ Possible feature and hardware updates for Model 3 and Model Y ➤ Model S Plaid shows better charging capability ➤ Neoen and Tesla activate Victorian battery project ➤ Update on US federal EV tax credit ➤ President Biden tweet references Tesla ➤ Ford F-150 Lightning update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk joins The Wall St. Journal CEO Council to discuss Cybertruck, Tesla Bot, Neuralink, Starship and more (https://youtu.be/lSD_vpfikbE) ➤ UBS issues updated analyst note, increases TSLA price target ➤ China November sales numbers expected soon ➤ Giga Texas activity increasing ➤ Model Y RWD order holders asked to update configuration ➤ Intel plans to IPO autonomous driving unit Mobileye ➤ Reports on Volkswagen management and possible Porsche spinoff Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly under SEC investigation regarding Tesla Solar ➤ Ford clarifies F-150 Lightning timeline ➤ RBC Capital increases TSLA price target ➤ Elon Musk to be interviewed on Wall St. Journal’s CEO Council (https://on.wsj.com/3GiJ14p) ➤ New York Times publishes exposé on Autopilot / FSD development ➤ Tesla releases FSD Beta 10.6, update on lockout ➤ Report on court hearing possibly impacting opening date for Giga Berlin ➤ Supercharger / Megacharger updates ➤ First set of Rivian price targets released ➤ Lucid subpoenaed by the SEC Tesla Daily episodes on Walmart lawsuit of Tesla: 1. https://bit.ly/3DvPDKU (4 minutes in) 2. https://bit.ly/3pQ6Av9 (3 minutes in) 3. https://bit.ly/3DzEPLP (4.5 minutes in) Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk announces new version of the Cybertruck and confirms feature ➤ Catching up on Elon Musk’s TSLA stock sale ➤ FSD Beta 10.6 timeline ➤ Tesla mobile app update ➤ Model Y recall in China ➤ Megapacks spotted in large numbers at Giga Nevada ➤ Tesla supplier discusses Giga Press on earnings call ➤ Ford reportedly delays F-150 Lightning deliveries Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rumored Tesla China sales for November look strong in context of previous quarters ➤ Handelsblatt reports latest news on Volkswagen / Herbert Diess future ➤ Discussion on upcoming S&P 500 rebalancing ➤ Tesla adds a number of “cyber” related products to their store Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla’s lead in electric vehicles is unwittingly highlighted by Stellantis CEO in interview ➤ Giga Shanghai production report is redacted ➤ Tesla’s Director of AI tweets about auto-labeling process ➤ Verdict in Tesla lawsuit in Norway ➤ Report on Porsche Taycan battery issues ➤ Honda CEO pushes off electrification Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Leaked Elon Musk email to employees highlights “genuine risk of bankruptcy” amid engine production challenges ➤ Tesla Giga Press supplier discusses design process, Tesla’s ambitious targets, broader automotive adoption ➤ New comments from Michigan senators on US federal EV tax credit status ➤ More information on approval process for Giga Texas ➤ Further discussion of Mary Barra’s comments ➤ Following up on Giga Berlin works council efforts ➤ Rooftop solar hits milestone in South Australia Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rumors/reports on Tesla’s factories in Berlin, Shanghai, and Texas ➤ New street-high price targets on TSLA stock ➤ Leaked Elon Musk email to Tesla employees ➤ GM CEO Mary Barra denies Tesla’s leadership position: https://youtu.be/-XGGlQPvT1s ➤ Elon Musk comments on Cybertruck, plans product roadmap update ➤ Nissan announces electric vehicles roadmap for 2030 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Stock market drops on new concerns ➤ Catching up on Elon Musk’s ongoing TSLA stock sale ➤ Tesla declines over $1B in funding for battery factory in Germany ➤ Tesla reportedly expanding Giga Shanghai ➤ First made-in-China Model Y Performance vehicles are delivered ➤ New part updates ➤ Price increases in China and Canada ➤ Rivian reportedly delays R1S Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla workers in Berlin plan to establish election committee for works council ➤ Volkswagen supervisory board reportedly meet on CEO Herbert Diess’s future ➤ Tesla adds stops feature in new software update ➤ Musk comments on Model S in China ➤ New permit for Tesla Megacharger ➤ Tesla appoints new legal counsel ➤ England establishes EV charging requirements ➤ Japan adjusts EV incentives ➤ GM starts production of all-electric Hummer, sets delivery date target Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk comments on JP Morgan lawsuit ➤ Leaked Elon Musk email gives insight into management style ➤ Updates on Giga Berlin as public commentary period ends ➤ Tesla files registration paperwork for Giga Texas ➤ Tesla starts education program in Austin ➤ Discussion on CNN’s review of Tesla’s FSD Beta ➤ IDRA Group to hold open house (https://bit.ly/3nF1UIv) ➤ GM provides production update on Chevy Bolt Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Alex Potter joins Rob Maurer to discuss the strength of Tesla's business, excellent Q3 results, challenges for competitors, short to long-term outlooks, valuation methodology, various business lines, FSD Beta, Tesla Insurance, Rivian, Lucid, and more. 0:00 Tesla's Q3 results 3:35 Tesla's margins 8:51 Legacy automaker challenges 12:12 EV awakening & secondary impacts 20:50 Can Tesla's growth rate accelerate? 25:39 Is this a transitory period? 30:18 Structural profitability 33:12 Tesla compared to Amazon 36:19 Valuation methodology 44:03 Investor regret 45:37 Tesla service business & warranty reserves 59:27 Are legacy auto bankruptcies coming? 1:12:35 FSD Beta 1:21:21 Elon Musk stock sale 1:25:06 EV SPACs, Rivian, and Lucid 1:31:40 Rob's hair... Disclosures for universe of: Alex Potter 1. I or a household member has a financial interest in the securities of the following companies: none 2. I or a household member is an officer, director, or advisory board member of the following companies: none 3. I have received compensation within the past 12 months from the following companies: none 4. Piper Sandler beneficially owns 1% or more of a class of the following companies: none 5. Piper Sandler has had a client relationship or has received compensation for investment banking services from the following companies within the past 12 months: ACVA, DASH, LILM, SFT, TSP, UBER, VRM 6. Piper Sandler expects to receive or intends to seek compensation for investment banking services from the following companies in the next 3 months: LILM 7. Piper Sandler was a managing underwriter of a public offering of, or a dealer manager of a tender offer for, the securities of the following companies within the past 12 months: ACVA, DASH, SFT, TSP 8. Piper Sandler has had a client relationship and has received compensation for non-investment banking securities related products or services in the past 12 months for the following companies: none 9. Piper Sandler has had a client relationship and has received compensation for non-securities services in the past 12 months for the following companies: none 10. Piper Sandler is a registered market maker for the following companies: none 11. Piper Sandler will buy and sell securities on a principal basis for the following companies: ACVA, APTV, ASPN, CARG, CVNA, DASH, LILM, LYFT, NIU, SFT, TSLA, TSP, UBER, VRM #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock finishes the week up 10% ➤ Speculation running rampant of potential TSLA stock split ➤ Wedbush Securities raises TSLA price target ➤ Tesla discloses Powerwall installations ➤ New Megapack project in the UK ➤ Giga Berlin activity update ➤ Budget containing US federal EV tax credit moves to next step ➤ President Biden comments on EV progress ➤ Tesla updates Model 3 in China ➤ Updates on lawsuits against Tesla ➤ New Tesla app update ➤ Volkswagen production ➤ SpaceX update ➤ Schedule update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ JP Morgan is suing Tesla in relation to disagreement regarding “funding secured” saga (https://bit.ly/3niGY9X) ➤ Elon Musk continues selling TSLA stock as more options are exercised ➤ NHTSA confirms information request on FSD Beta collision ➤ NTSB concludes 2020 Tesla investigation ➤ Update on US federal EV tax credit timeline ➤ Volkswagen makes changes in China ➤ Investment funds add Tesla stock ➤ Infrastructure bill changes headlight laws Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk explains the mechanics of his ongoing sale of Tesla stock ➤ Reported China production numbers ➤ Tesla Semi spotted charging, Musk comments on Pepsi deliveries ➤ Starlink receivers spotted at Tesla locations ➤ Toyota teams up with other companies on engine development ➤ Canada comments of US EV credit structure ➤ Motor Trend selects 2022 car of the year Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk continues selling TSLA stock ➤ Tesla raises prices for the fourth time this quarter ➤ Model Y range and acceleration updated in China design studio ➤ Elon Musk gives an update on FSD Beta 10.5 ➤ Tesla sales in Norway Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ First FSD Beta crash reported to NHTSA ➤ Catching up on the remaining Form 4’s filed by Elon Musk to sell TSLA stock, and where things go from here ➤ Updates to Model S and Model X expected delivery timelines ➤ Jay Leno’s Garage featuring Model S finally airs ➤ New feature coming to Tesla vehicles ➤ More police fleets adopt Teslas ➤ Update on US federal EV tax credit Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk files Form 4 disclosing sale of Tesla stock, but some uncertainty remains ➤ Bank of America increases TSLA price target ➤ Elon Musk tied to new land purchase in Texas ➤ Wait times grow for Model Y in China ➤ Rivian completes initial public offering as shares soar ➤ BMW resorts to incomplete vehicles due to supply issues ➤ Select governments and automakers commit to zero-emissions vehicles while others abstain ➤ Nvidia shares more details on next-generation autonomous driving product ➤ Australia commits funding for EV charging Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla’s valuation drops by nearly $150B in one day, its biggest single-day drop ever ➤ Was the drop driven by Elon Musk selling stock? ➤ Congress passes trillion dollar infrastructure bill ➤ Hertz completes re-listing on Nasdaq, comments on Tesla deal ➤ Tesla begins replacing cameras for FSD in older vehicles ➤ Quebec confirms discussions with Tesla ➤ Tesla Toronto Automation ➤ Ford / Volkswagen CEOs comment on Tesla ➤ Rivian prepares for IPO Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk has committed to selling 10% of his Tesla stock after conducting a Twitter poll — here are the important details behind this decision ➤ Numbers reported in China suggest a massive Q4 may be materializing ➤ Multiple analysts increase TSLA price targets ➤ PepsiCo CEO discuss Tesla Semi plans and timeline ➤ Tesla increases prices yet again ➤ Tesla granted important energy permit Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Pierre Ferragu of New Street Research joins Rob Maurer on Tesla Daily to discuss Tesla's excellent Q3 results, Tesla Insurance, FSD Beta, battery strategy, outlook for 2022, and more. Timestamps: 0:00 Intro 0:28 $1,298 TSLA price target 1:51 Reaction to Tesla's Q3 earnings and TSLA price run 11:49 4680 battery game theory 20:20 Thoughts on FSD Beta 24:50 Tesla Insurance 39:02 Institutional investor discussions 40:40 Supply chain and 2022 outlook You can find Pierre on Twitter @p_ferragu New Street Research: https://www.newstreetresearch.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rumors surface on Tesla’s production rate at Giga Shanghai ➤ Tesla removes 0% down financing option ➤ TSLA sets another all-time high closing price ➤ New changes made to EV tax credit proposal ➤ Panasonic shares more details on plans for 4680 batteries ➤ Elon Musk tweets about new features, FSD Beta updates ➤ GM’s Cruise completes first driverless ride ➤ Update on Hong Kong Tesla Fest ➤ More info on Volkswagen ➤ SpaceX update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Stock markets, TSLA stock rise after Federal Reserve meeting ➤ Details on reported Tesla / Uber partnership ➤ Factory rumors for Tesla in China ➤ Tesla Canada shares video highlighting employees and various projects ➤ Internal Volkswagen conflict continues ➤ Rivian IPO filing reveals new details Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk says Tesla and Hertz have not agreed to a contract yet ➤ Rental company Avis is asked about the Hertz order on earnings call ➤ Tesla files recall related to FSD Beta rollback on version 10.3 ➤ Tesla makes a number of design studio updates, including range and acceleration changes ➤ Elon Musk laments regulatory barriers in Berlin ➤ Battery equipment spotted at Giga Texas Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla just unlocked a hidden revenue stream worth billions of dollars ➤ TSLA rally continues as Tesla stock closes at all-time high ➤ Tesla reportedly updates Solar Roof solar tiles ➤ Tesla locks in lithium supply contract ➤ New financing option introduced in China ➤ Tesla Hong Kong teases “Tesla Fest” next week ➤ Model Y “coming soon” to Hertz? ➤ Latest news on the US federal EV tax credit ➤ BMW CEO makes some interesting comments ➤ Black Cybertruck photo? ➤ Current & former Tesla board members sell TSLA stock ➤ SpaceX publishes Starbase video (https://youtu.be/TeVbYCIFVa8) Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock closes out the week with a 22% gain ➤ Report on Tesla battery supply for 2022 ➤ Performance Model Y spotted at Giga Shanghai ➤ New Model X info from EPA documents ➤ Tesla files recall for small number of Model 3 / Model Y vehicles ➤ Republican senators push back on union EV tax credit ➤ Toyota unveils new electric vehicle Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ White House release new $1.75T budget framework ➤ Detailed framework (pg. 1,240): https://bit.ly/3nDhx1P ➤ Rumor on Tesla China sales for October ➤ NTSB chair comments on NHTSA and Missy Cummings ➤ Volkswagen CEO reschedules investor meeting due to works council conflict ➤ Fiat Chrysler emissions scandal update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock gets price target increases from Goldman Sachs, Citigroup, and Piper Sandler ➤ GM announces Q3 earnings, CEO Mary Barra comments on electric vehicles plans ➤ Ford announces Q3 earnings, raises outlook ➤ Hertz partners with Uber & Carvana, Hertz CEO shares more insight on Tesla order ➤ Ron Baron shares most recent thoughts on Tesla stock ➤ Sentry Mode updates ➤ FSD Beta news ➤ EV tax credit update ➤ Lucid Air battery pack size revealed Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla publishes Project Dojo whitepaper which Elon Musk notes “is more important than it may seem at first” ➤ Tesla China production report and implications for Q4 production numbers ➤ New Tesla colors show up in app ➤ Tesla reportedly expands regulatory credit partnership in Europe ➤ New details from Tesla’s 10-Q filing ➤ Update on NHTSA’s Tesla investigation ➤ More information on Hertz’ Tesla order ➤ Lucid prepares to begin deliveries Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Join Rob Maurer for live discussion on Tesla stock’s biggest day ever and all the news from the last few days Timestamps: 0:00 Tesla hits $1T 2:00 Hertz / Tesla deal 13:50 Tesla price increases 18:13 FSD Beta 10.3 rollback 20:30 Morgan Stanley price target increase 22:55 Tesla's 10-Q filing 24:03 Tesla China R&D 25:33 Cybertruck 27:13 Panasonic 4680 batteries 28:16 NTSB letter to Tesla 29:29 Rivian deliveries / production rate 30:51 NHTSA update 31:45 Tesla European sales 32:24 Celebrating $1 trillion! 35:10 Q&A Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock sets a new all-time high ➤ S&P upgrades Tesla credit rating ➤ Toyota continues to talk down EVs ➤ New reports on Apple’s EV project ➤ BYD battery rumors ➤ SpaceX update ➤ Conversation with Dave Lee: https://youtube/8_sgl9me_q0 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock reaches highest closing price ever ➤ Wall St. reacts to Tesla’s Q3 earnings as analysts raise price targets ➤ Giga Berlin approval delayed ➤ Elon Musk provides updates on FSD Beta 10.3, other new features ➤ Secretary of Transportation comments on NHTSA appointment of Missy Cummings ➤ Petition: https://bit.ly/3m2zV4E ➤ NTSB releases preliminary investigation results from April Tesla crash ➤ The Boring Company set to expand in Las Vegas Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Condensed reaction to Tesla's Q3 earnings report, earnings call, and shareholder letter ➤ Initial reaction to earnings: https://youtu.be/t4u9MSjFq-A ➤ Tesla’s Q3 earnings call and recap: https://youtu.be/zOxG2q3ZeIU Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Analyst consensus estimates are set ahead of Tesla’s Q3 earnings report ➤ Understanding the differences between earnings forecasts and how to contextualize Tesla’s results ➤ Bank of America and Morgan Stanley issue TSLA updates ahead of earnings ➤ NHTSA expected to make two new staff appointments ➤ Tesla Cybertruck spotted with side-view mirrors ➤ News on Tesla’s gigafactory in New York Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Volkswagen CEO invites Elon Musk to speak to top VW management ➤ TSLA stock continues to rally towards all-time high ➤ Tesla begins delivering refreshed Model X ➤ Tesla partners to launch electricity plan in Germany ➤ Update on EV tax credit status ➤ Foxconn unveils EV plans Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA closes off strong week ahead of Q3 earnings ➤ Q3 earnings forecast update ➤ Tesla updates Cybertruck webpage, ordering process ➤ Report on Model X deliveries ➤ Tesla opens UK Model Y design studio ➤ Tesla launches new version of Tesla Insurance in Texas ➤ New mobile app code hints at new product features ➤ US new car sales prices continue to rise ➤ LA Auto Show opens voting for new EV people’s choice awards (https://zevas.laautoshow.com) Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ YouTube link: https://youtu.be/UieeGa82kLw ➤ Rob Maurer walks through his forecast / earnings estimates for Tesla’s Q3 2021 earnings report Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ NHTSA forces to Tesla to explain why a recall was not issued in regards to a feature update ➤ NHTSA requests information from Tesla on FSD Beta early access program ➤ Volkswagen CEO shares company job loss concerns with Supervisory Board ➤ Tesla reaches new nickel supply agreement ➤ New details on Tesla’s refreshed Model S/X battery packs: https://youtu.be/JRT32j-RZZc ➤ Model 3 tops used car market on interesting metric ➤ House Representatives urge support of union-made EV credit ➤ New chip shortage impacts reported Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ China Passenger Car Association reports record Tesla sales in China for the third quarter ➤ Tesla wins lawsuit against accuser of brake failure and unintended acceleration in China ➤ Tesla Semi Megacharger reportedly being installed at Giga Nevada ➤ Elon Musk comments on further rollout of FSD Beta ➤ Tesla publishes new video on crash testing process (https://youtu.be/9KR2N_Q8ep8) ➤ Possible news on Tesla pricing in India ➤ CATL to invest in battery recycling facility ➤ GM and LG reach agreement on Bolt recall ➤ Lucid reveals Dream Drive ➤ Mattel announces Cybertruck Mega Bloks set Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla holds Giga Fest at Giga Berlin, allowing unprecedented access and unveiling new details about the factory ➤ FSD Beta version 10.2 released to broader customer base ➤ Update on status on refreshed Model X ➤ Michael Burry seeks to clarify bet against TSLA stock Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla schedules Q3 2021 earnings report ➤ Discussion on Elon Musk’s comments during Tesla’s annual shareholder meeting and how 4680 battery production may be ramping up ➤ Elon Musk mentions possible Solar Roof “campaign” ➤ Tesla gets set up for Giga Fest in Berlin ➤ Canaccord Genuity raises TSLA price target ➤ Elon Musk likes tweet about Company X conglomerate ➤ The Boring Co makes progress on new project ➤ JB Straubel interviewed by Jason Calacanis: https://youtu.be/aWR5-mo8f1g?t=1358 ➤ FSD Beta 10.2 set for release Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer's reaction and recap following Tesla's 2021 annual shareholder meeting Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ After relative stability throughout Q3, Tesla has continued raising prices ➤ Discussing Tesla’s margins and material costs ➤ GM holds Investor Day to map out plan and targets for 2030 ➤ ARK Invest moves out of NYC ➤ Tesla shareholder meeting on October 7 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ A jury has ruled against Tesla in a $137 million discrimination lawsuit ➤ Rivian files S1 ahead of initial public offering, revealing new business details ➤ Discussion on Tesla’s debt position ➤ Giga Berlin planned for supplier colocation ➤ Tesla opens shareholder meeting submission process (https://bit.ly/3afdClm) Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla stock outperforms weak macro environment following Q3 delivery and production report ➤ A look at the big week ahead for Tesla ➤ Wall St. and analysts react to Tesla’s Q3 delivery report ➤ Chip shortages front and center after quarterly auto industry results ➤ NHTSA provides update on petitioned review of Tesla fires ➤ Tesla files amendment to lawsuit against Rivian ➤ IDRA releases part one of Giga Press series Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer's live reaction to Tesla's Q3 delivery and production report (first 24 minutes of podcast) ➤ Q&A prior to results being released (rest of podcast after 24 minutes) Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Volkswagen calls top managers together for “crisis meeting” regarding direction of automotive industry ➤ Elon Musk clarifies FSD Beta rollout timeline ➤ Update on refreshed Model X ➤ New Megapack project in Australia ➤ Tesla updates Model Y range in Tesla China design studio ➤ Automakers report Q3 sales results in the US ➤ EVs dominate Norway in September Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

YouTube link: https://youtu.be/Ogs-AOEvqyg ➤ Join Rob Maurer for a live walkthrough of his delivery and production forecasts for Tesla’s Q3 2021. Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Takeaways from Elon Musk’s interview with Kara Swisher at the 2021 Code Conference: https://youtu.be/ESIjxVudERY ➤ Elon Musk comments on Tesla’s improving return on invested capital (ROIC) ➤ Wedbush’s Dan Ives issues updated TSLA note ahead of Q3 deliveries ➤ Tesla job listings in Austin ➤ Tesla pushes back on alleged defamation in China ➤ Notable investors disclose sale of Tesla stock ➤ Follow up on UK petrol situation Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock shows relative strength in worst day for Nasdaq in 6 months ➤ Elon Musk explains Tesla’s FSD Beta rollout plan and timeline ➤ Rumored huge month for Tesla China in September ➤ IDRA releases Giga Press teaser video ➤ New Cybertruck video creates possible confusion ➤ Biggest Tesla Energy deal ever reported ➤ Piper Sandler issues updated TSLA note, increasing estimates ➤ Ford announces EV and battery factory plans ➤ Volkswagen accused of using emissions test defeat device software ➤ Lucid announces start of production and delivery dates ➤ UK faces fuel shortage Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla releases FSD Beta request button and Safety Score Beta, now what? ➤ Zero intervention long FSD Beta drive: https://youtu.be/dRXZ9Mwiuto ➤ California DMV responds to CNBC inquiry on FSD Beta rollout ➤ First look at new Autopilot safety feature in action ➤ Leaked Elon Musk email ➤ New rumor on Giga Shanghai production ➤ China factories face power shortages ➤ Elon Musk comments on Tesla’s status in China ➤ Model Y delivery times move out again ➤ Tesla makes changes to annual shareholder meeting Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock ended the week with its highest close in more than 7 months ➤ New rumor on Tesla’s Q3 production ➤ Elon Musk interview for Italian Tech Week (https://youtu.be/4_LAXD-f9e0) ➤ Semiconductor shortage updates ➤ Fremont Police Department adds new Tesla vehicle to fleet ➤ When to expect Tesla’s Q3 delivery and production report Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ ARK Invest’s Cathie Wood comments on what ARK would do if Tesla stock rose to $3,000 per share next year ➤ Discussion of a hypothetical $3,000 share price scenario ➤ New report on Tesla’s next-generation FSD hardware ➤ Update on Tesla China production ➤ Tesla’s Australian battery project partner taken to court ➤ Tesla lobbies NHTSA regarding emissions standards ➤ Elon Musk recognized by TIME magazine Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Reported new Autopilot functionality may be pivotal in NHTSA investigation ➤ Federal Reserve September meeting updates ➤ New factory for Tesla in California ➤ Elon Musk provides update on Tesla Insurance rollout ➤ Giga Berlin construction update ➤ China end-of-quarter delivery wave heats up ➤ Redwood Materials has a new investor Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ News on Tesla Energy: Virtual Power Plant, Megapack, and Solar Roof ➤ Head of NTSB advocates for more restriction on Tesla’s Autopilot ➤ Model S deliveries expand regionally ➤ Model Y enters new market ➤ Waymo’s Head of Behavior Prediction to present on autonomy ➤ GM President comments on chip shortages ➤ Ford comments come back around on Mustang Mach-E ➤ Mercedes announces US pricing for EQS ➤ Audi announces details for all-electric Q4 e-ton Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock follows the markets down as Evergrande raises concerns in China ➤ Elon Musk provides more details on FSD Beta rollout process ➤ Rumor surfaces about Russian Gigafactory, Elon Musk comments ➤ After Inspiration4 landing, Elon Musk prods President Biden on silence ➤ Tesla halts majority of referral program ➤ Intel, Qualcomm share thoughts on automotive chip shortages ➤ Toyota president continues to speak out against EV adoption ➤ NHTSA begins investigation on another airbag recall ➤ Interest in orbital spaceflight up after Inspiration4 mission Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk provides updated timeline on FSD Beta 10.1, gives clarification on FSD Beta request button plans ➤ Tesla pushes new FSD Beta version 10.0.1 ➤ Elon Musk alludes to big September in Germany ➤ China’s World New Energy Vehicle Congress welcomes Elon Musk as remote event speaker ➤ Model 3 delivery estimates updated ➤ Former Neuralink co-founder comments on departure Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Large discrepancy in China numbers causes confusion ➤ Model Y production in China reported ➤ New Tesla video appears to show a part of new Cybertruck design ➤ Details about Tesla “Giga-Fest” posted online ➤ Tesla scores well in JD Power APEAL study ➤ Lucid Air EPA ranges confirmed and efficiency numbers posted, allowing for comparison with Tesla ➤ GM extends Chevy Bolt production shutdown ➤ Ford begins pre-production of Ford F-150 Lightning Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Updates from Tesla investor relations on Tesla’s lower price vehicle, 4680 battery production, pricing and margins, chip shortage impacts, and more ➤ US EV tax credit updates ➤ Tesla updates referral program ➤ Giga Berlin battery factory approved for state funding ➤ India approves multi-billion dollar incentive plan for electric vehicle manufacturing and more ➤ All-wheel drive ID.4 and Lucid Air EPA ranges announced Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer shares initial thoughts on Tesla’s FSD Beta after a few days of use ➤ NHTSA requests data from 12 other automakers in regards to Tesla investigation ➤ Giga Texas welcomes new employees on site ➤ New Cybertruck photo debate ➤ Rivian announces important milestone ➤ Redwood Materials announces plans beyond battery recycling: https://bloom.bg/3lpFpoz Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New US federal EV tax credit proposal released, including some disheartening changes: https://bit.ly/39jMC45 ➤ Elon Musk comments on TSLA’s valuation ➤ FSD Beta 10.1 feature and timeline updates ➤ Tesla adjusts pricing in China ➤ Giga Berlin reportedly receives new preliminary approvals, has good chance of final approval per economic minister ➤ SpaceX Inspiration4 launch scheduled Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla’s Model S Plaid sets a new record on the Nürburgring ➤ Full leaked email from Elon Musk ➤ Video from inside Giga Texas ➤ Tesla discontinues one solar purchasing option ➤ Tesla finds a loophole in New Mexico ➤ GM and Toyota make production announcements regarding supply chain issues ➤ Harvard announces new investment plans Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Leaked Elon Musk email provides context for other rumors, Q3 results ➤ Tesla China opens massive new delivery center, plus rumors on production ➤ Elon Musk provides more details about the FSD Beta rollout plan ➤ Tesla exec recognized on Fortune’s 40 Under 40 list ➤ New York moves to ban internal combustion engine vehicles ➤ Latest rumor on Apple’s car project ➤ Ford closes India factories Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Video: https://youtu.be/bgikZ2BLybI ➤ Rob Maurer walks through how Tesla’s third quarter is shaping up after August sales numbers are reported from China ➤ Tesla expands Energy team ➤ News on solar in the United States Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Leaked Elon Musk email gives new insight on Tesla’s aspirations on possible future share price ➤ Musk comments on crazy end of quarter delivery push ➤ Giga Berlin may be on track to receive more than $1B in funding as battery equipment arrives ➤ FSD Beta downloaded and used in Ukraine ➤ Construction begins on UK energy storage project ➤ Tesla files to expand a portion of Fremont factory ➤ China Supercharger factory update ➤ China regulatory credit market ➤ New information on April Tesla crash in Texas ➤ Toyota provides update on EV plans ➤ GM halted production in North America Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Katherine Ross interviews Rob Maurer about the current state of Tesla and what to think about going forward Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rumors leaked from an Elon Musk Tesla company call ➤ Don't miss today's other episode: https://youtu.be/LK07bTZIZoI Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ ARK Invest does great work, but here’s why I disagree with them in this instance ➤ Elon Musk sets timeline for FSD Beta 10, “Beta Button” wide release ➤ Tesla gets new office space in San Jose ➤ Newly published patent application details Tesla’s fleet learning capabilities (https://bit.ly/3BCUZUh) ➤ Elon Musk comments on artificial intelligence dangers ➤ Apple Car rumors resurface ➤ Tesla Solar Roof may be facing challenge in Florida ➤ Markets will be closed on Monday, September 6th Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ NHTSA requests information from Tesla in relation to Autopilot investigation (https://static.nhtsa.gov/odi/inv/2021/INIM-PE21020-84913P.pdf) ➤ Elon Musk comments on next-gen Tesla Roadster production timeline ➤ Discussion on production ramps from Giga Berlin and Giga Texas ➤ Autopilot team employee teases FSD Beta ➤ Model Y vehicles line up at Beijing DMV ➤ Motor Trend reviews the Rivian R1T Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla adds new job listings for Tesla Bot, descriptions provide interesting insights ➤ New information on mysterious Model X fire ➤ GM comments on Chevy Bolt recall including production and repair plans ➤ Tesla’s proximity sensing feature may see an update ➤ Report on 4680 battery supply partnerships Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rumors on Tesla’s sales in China for August and a Giga Shanghai factory shutdown ➤ Tesla may have started pre-production at Giga Texas ➤ Analyst visits Fremont, comments on pace ➤ Series of reports suggests movement on Tesla’s plans in India ➤ Elon Musk comments on FSD Beta 10, FSD visualization ➤ Tesla involved in accident with roadside police car, owner blames Autopilot ➤ Tesla testing solar roofs near Fremont ➤ Tesla reaches amended agreement with New York Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive produce Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla extends estimated delivery timelines in China ➤ 4680 battery cell yield report ➤ Musk comments on LFP battery decision ➤ Rivian reportedly prepares for initial public offering ➤ Waymo shutters lidar business line ➤ Tesla Daily turns four years old Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New Model 3 version to begin shipping in North America ➤ Tesla China delivers first Standard Range Model Y ➤ Giga Berlin opposition progresses to discussion phase ➤ Tesla updates mobile app ➤ Model S Plaid back at Nürburgring ➤ Musk adds some more context on FSD Beta plan ➤ Federal Reserve comments expected to close week ➤ Former Neuralink exec moved to stealth startup Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Cathie Wood of ARK Invest comments on TSLA, ride-hailing opportunity, and semi-conductor shortages after Tesla’s AI Day ➤ Elon Musk provides update on FSD Beta public release ➤ Sandy Munro rant about NHTSA investigation of Tesla ➤ GM expands Chevy Bolt recall ➤ Lucid announces lineup changes ➤ SpaceX infrastructure in Texas Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla could be setting up for a huge Q3 delivery/production beat ➤ Reported July production for Tesla in China ➤ Tesla lists new humanoid job posting after AI Day ➤ Elon Musk says FSD Beta 9.2 is “not great” ➤ Wall St. analysts react to Tesla’s AI Day ➤ Tesla applies to become electricity provider in Texas ➤ Report on Ford F-150 Lightning production targets ➤ NHTSA considering increased emissions fines ➤ House of Representatives votes on $3.5 trillion budget resolution Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Recapping Tesla’s AI Day presentation on neural network perception, planning, training, labeling, Project Dojo, and Tesla Bot in simple, understandable language. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Listen to Tesla's AI Day presentation about Project Dojo, Full Self-Driving, Tesla Bot, and more in less than 20 minutes. Timestamps: 0:00 Tesla is a leader in AI 1:01 Tesla Full Self-Driving 3:24 4D vector labeling 4:29 Auto-labeling 6:27 Tracking objects 8:15 Tesla simulation 9:45 Project Dojo 16:18 Tesla Bot humanoid Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ US Senators ask US Federal Trade Commission to examine Tesla’s communication around Autopilot and Full Self-Driving ➤ Analysts from Morgan Stanley, Goldman Sachs, and New Street Research react to NHTSA’s Tesla investigation ➤ JD Power releases results of electric vehicle charging study ➤ Tesla sticker spotted on robot ahead of AI Day Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Goldman Sachs issues updated TSLA note detailing their expectations for Tesla’s AI Day ➤ Bernstein increases TSLA price target ➤ Elon Musk trial wraps up testimonials ➤ Tesla China continues to expand public relations team ➤ Doug DeMuro reviews Tesla Model S Plaid ➤ Elon Musk comments on humanoids Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock drops as NHTSA announces formal investigation into Tesla’s Autopilot system ➤ Elon Musk shares technical details on new FSD Beta 9.2 release ➤ At Giga Berlin, Elon is asked about final approval date ➤ Tesla schedules 2021 annual shareholder meeting ➤ Model Y delivery estimates continue to move out ➤ Tesla pays off $1.8B in debt ➤ Michael Burry remains short TSLA via put options, adds ARKK as well ➤ CATL raises capital for battery production Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Live episode of Tesla Daily for Thursday, August 12

➤ Senate passes $3.5T budget resolution with new amendment to EV tax credit ➤ Discussion on what comes next for a possible EV tax credit ➤ Elon Musk lands in Berlin ahead of milestone ➤ Assessing “insider” report on China sales outlook ➤ BYD comments on Tesla supply rumor Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ China Passenger Car Association reports on Tesla sales and exports in China for the month of July ➤ Tesla updates Cybertruck production timeline ➤ Model S order holders receive new delivery windows ➤ US Senate votes on $1 trillion infrastructure bill ➤ Porsche CEO comments on EVs ➤ News on The Boring Company ➤ Scheduling update for the rest of the week Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Full analysis of Tesla’s newly released report on business operations and environmental impact ➤ New report on climate change highlights severity and urgency ➤ IPCC climate report: https://bit.ly/3xBVHP4 ➤ Jefferies upgrades TSLA stock, increases price target ➤ Report on Giga Texas progress ➤ India reportedly considering lowering import tax on EVs Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk shares photos of fully stacked Starship and Super Heavy booster ➤ More information on EPA emissions proposal ➤ Update on Model S deliveries ➤ Elon Musk asked about Waze-like functionality ➤ New residential Tesla Energy project ➤ Follow up on last episode and a look at next week   Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Executive producer John Beans Music by Evan Schaeffer   Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Biden Administration announces electric vehicle targets alongside US automakers and UAW — Tesla not invited to announcement ➤ President Biden comments on potential US federal EV tax credit ➤ Tesla reportedly may be validating BYD as a battery supplier ➤ Elon Musk biography in the works Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Executive producer John Beans Music by Evan Schaeffer

➤ Tesla battery supply set to increase in Q3 ➤ Tesla begins sending out AI Day invitations ➤ Tesla continues increases prices ➤ White House to hold announcement with Detroit automakers ➤ GM reports earnings, discloses Chevy Bolt recall costs Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Robotics professor alludes to “secret project” with Tesla ahead of AI Day ➤ New image shows what may be Tesla’s Dojo computer hardware ➤ Alex Potter of Piper Sandler issues new note on TSLA stock ➤ News on US federal solar investment tax credit Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock continues rally, leads the Nasdaq 100 to start the week ➤ Elon Musk schedules Tesla’s AI Day ➤ Tesla releases the first update to pure vision FSD Beta with version 9.1 ➤ Tesla adjusts pricing in China ➤ Rumor on Model Y progress at Giga Texas ➤ New Megapack installation catches fire ➤ Tesla reportedly preparing mobile app update ➤ Elon Musk calls out Apple again ➤ TSLA coverage initiated by KGI Securities ➤ Morgan Stanley polls interns about Tesla ➤ Update on infrastructure bill and possible EV tax credit Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ James Douma joins Rob Maurer to discuss Tesla's approach to autonomous driving, computer vision, deep learning, how neural networks work, ARK Invest’s TSLA model and more. ➤ Part one: https://youtu.be/gzq5AFCH5jk Apologies for a lack of timestamps, didn’t quite have the time. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer digs through Tesla's 10-Q filing for information not discussed in Tesla's Q2 earnings letter. Topics include the structure and impact of Elon Musk's compensation, Tesla Solar Roof, deferred revenue, regulatory credits, Supercharging, debt, and more. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Analysts react to Tesla’s Q2 earnings report in mixed, sometime humorous, fashion ➤ Markets respond to July Fed meeting ➤ Update on Model S containment hold ➤ Tesla delivery estimates move further out ➤ Tesla reportedly adjusts retail strategy ➤ Elon Musk provides update on FSD Beta ➤ Former Tesla executive’s startup raises capital Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer and Jim Cramer discuss Tesla's Q2 2021 earnings report and investor call ➤ Reaction to TSLA stock declining despite earnings beat ➤ Is Elon Musk underpromising? ➤ Bitcoin impact on Tesla ➤ Competition and industry / supply chain challenges ➤ Elon Musk's comments on Apple ➤ What's going on with Tesla solar? ➤ Tesla Gigafactory and battery progress ➤ What Wall St. is missing with TSLA's Q2 results Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer shares takeaways from Tesla's Q2-21 earnings report and earnings call. Earnings call recap starts at 20:36. YouTube link to report recap: https://youtu.be/5MEp3Ed_N2s YouTube link to earnings call recap: https://youtu.be/SXCFP7KY_wg Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

YouTube Link: https://youtu.be/-KBBLOtx1d0 Will Tesla beat analyst consensus estimates when the company reports Q2 2021 earnings on Monday, July 26? Rob Maurer discusses what to expect from Tesla's Q2-21 earnings report and the most important financial results to watch for. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypod... Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla production in China numbers have been reported, suggesting a month-over-month decline in June from May ➤ Tesla China reportedly creates customer relations management department ➤ New energy vehicles credits reportedly begin trading period in China ➤ Tesla opens Virtual Power Plant Beta in California, sharing new details ➤ Ron Baron comments on June quarter for Baron Funds, highlights Elon Musk ➤ Quick PSA: https://youtu.be/yuINaBrcTTo Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk joins Cathie Wood and Jack Dorsey for a discussion at The B Word conference ➤ Tesla reportedly plans for early redemption of $1.8B of bonds ➤ Tesla sells off part of Maxwell Technologies ➤ BHP and Tesla agree on nickel supply contract ➤ Tesla adjusts hardware upgrade price on FSD subscription ➤ Clarification on a TSLA price target Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla Semi production status update ➤ Elon Musk comments on expanded Supercharger network access ➤ Model S deliveries on hold ➤ Morgan Stanley issues updated note with thoughts on FSD Subscription ➤ Quick survey on FSD subscription take rate ➤ Price increase in Europe ➤ Greenland government comments on oil exploration Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New rumor surfaces on Tesla Cybertruck — assessing the rumor and adding new context ➤ Rumors on Tesla’s Supercharger network access ➤ Thoughts on Tesla’s FSD subscription and new updates from Elon Musk ➤ Tesla added to popular mobile game ➤ Elon Musk set to speak at bitcoin conference ➤ Tesla plans to start virtual power plant in California ➤ Correction on Long Range Model 3 in China Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Munro & Associates compare Model Y thermal management system design to Ford Mustang Mach-E ➤ Elon Musk provides update on FSD beta progress ➤ Tesla unveils new details in updated Tesla Energy page ➤ Tesla removes Long Range Model 3 from China design studio ➤ Rivian delays first deliveries ➤ Volkswagen makes a decision on Herbert Diess Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk shares new information on the Tesla Cybertruck ➤ Tesla increasing peak Supercharging rate ➤ Understanding impact of Supercharging changes ➤ Survey on imported electric vehicles in Japan ➤ Chevy Bolt recall related to fires ➤ Mustang Mach-E faces problems in Norway Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla pushes back on owner’s claim of brake failure in China ➤ German court rules on contest of Giga Berlin temporary approvals ➤ Tesla updates specs of Model 3 in Canada ➤ Experian releases registration data, showing Tesla’s lead in the US in the beginning of the year ➤ Checking in on estimated delivery timelines ➤ News on US federal EV tax credit status ➤ LG increases battery production investments Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has scheduled their Q2 earnings report and investor call ➤ Goldman Sachs publishes updated TSLA note ahead of earnings outlining expectations and assessing Tesla in China ➤ New details on the made-in-China Standard Range Model Y ➤ Samsung and LG reportedly make progress on 4680 battery cell development ➤ Tesla introduces new solar panels ➤ Elon Musk discusses Powerwall orders and production rate ➤ More details on Tesla’s FSD V9 visualization Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has released the long-awaited FSD Beta V9, has it lived up to the hype? ➤ Leaked Tesla battery photo sparks heated debate ➤ Elon Musk takes the stand in trial to defend Tesla’s acquisition of Solar City ➤ Model Y gets a new feature ➤ Brandenburg Minister Jörg Steinbach provides update on Giga Berlin ➤ Samsung and Tesla reportedly agree on camera supply contract for Tesla Cybertruck ➤ Germany makes commitment on electric vehicle incentives Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla opens up configuration for the Model Y in Europe ➤ Discussing possible reasons for the decision and the coincidence with the Standard Range Model Y introduction ➤ J.P. Morgan reacts to Standard Range Model Y ➤ Tesla partners with real estate companies on Tesla Energy project ➤ The Boring Company reportedly purchases land Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk provides a more firm timeline for FSD Beta alongside some new information ➤ Tesla releases cheaper Model Y in China with some interesting specs ➤ CPCA reports June Tesla sales in China ➤ Tesla reportedly faces fine for some Giga Berlin construction ➤ Volkswagen, BMW fined for actions related to emissions scandal ➤ Stellantis announces electrification strategy at “EV Day” ➤ ARK Invest (ARKK) buys TSLA stock for the first time in a month: https://bit.ly/3AT89gu Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New visualization of Tesla’s vision-only depth perception from production vehicle ➤ TSLA stock drops alongside other EV manufacturers ➤ China June sales expected soon ➤ Discussion on Model 3 and Model Y production increases ➤ The Boring Company receives new project approval ➤ New Jersey renews/updates EV tax credit Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk provides updates on FSD beta timing, Cybertruck, Tesla UI, and more ➤ Tesla faces lawsuit over accident involving Autopilot ➤ China concerns persist as TSLA stock drops to open the week ➤ New details emerge on Model S Plaid fire ➤ JP Morgan, Goldman Sachs, and Morgan Stanley react to Tesla delivery report ➤ Rimac and Bugatti merger ➤ Volkswagen looks to divest from charging network Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla announces Q2 delivery and production results ➤ Livestream link: https://youtu.be/xoY-IR5IzWg Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Brand new Tesla Model S Plaid reportedly catches fire, strange circumstances alleged ➤ Elon Musk provides updates on FSD Beta version 9 and Project Dojo ➤ Boring Co. submits another project proposal in Florida ➤ Porsche expected to issue global recall on Taycan ➤ Renault updates electric vehicle targets, shares battery costs Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla wraps up their second quarter by emptying showrooms, delivering Long Range Model S ➤ Analysts chime in ahead of Tesla’s Q2 delivery numbers ➤ Hong Kong customs approves Model Y ➤ News on a possible US federal EV tax credit ➤ Update on Tesla Energy ➤ Link to RMI article: https://bit.ly/3qAyg78 ➤ Ohio court rules against Volkswagen ➤ Canada sets target for elimination of ICE vehicles Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Disclosure: Rob Maurer is long TSLA stock & derivatives

YouTube link: https://youtu.be/yQmnS-Vh3Ds ➤ Rob Maurer walks through estimates for Tesla’s Q2 delivery and production numbers and how they may compare to Wall St.’s consensus ➤ Tesla updates vision-only Autopilot software, increasing functionality ➤ Tesla re-recognized as IIHS top safety pick+, Consumer Reports restores recommendation ➤ Giga Berlin injunction request update ➤ Model S Plaid takes on Pikes Peak Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla issues over-the-air software update “recall” in China ➤ Tesla inks new deal with major battery supplier ➤ New study shows Tesla’s attractiveness compared to other vehicles ➤ Tesla prepares for surge in Supercharging ahead of holiday weekend ➤ Rob drives a Model S Plaid: https://youtu.be/SRv6Cpf0IuE ➤ Happy birthday to Elon Musk! Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk provides update on FSD rollout, FSD subscription timing ➤ TSLA stock closes best week in months ➤ Rumor on China June deliveries ➤ More details on Panasonic’s sale of TSLA stock ➤ Tesla continues increasing prices ➤ The Wall Street Journal reviews the Plaid Model S ➤ CBNC humorously reports on Tesla lawsuit ➤ Brussels moves to eliminate internal combustion engine vehicles Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock continues to rally and outperform indices ➤ Rob Maurer joins The Come Up Series to discuss Tesla: https://youtu.be/LowQrU-VgBw ➤ President Biden says “we have a deal” on infrastructure package ➤ Panasonic discusses 4680 battery cell production, divests from TSLA ➤ Rumor of Tesla being sold out for Q3 ➤ Tesla reportedly opening Supercharger network on some stations in Norway ➤ Elon Musk discusses Starlink IPO access Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla stock finishes as the top performing stock across the entire S&P 500 and Nasdaq 100 on Wednesday, posting its best day in months ➤ Ernst & Young releases new forecast on electric vehicle sales ➤ Market research firm GWI shares perceived EV advantages and disadvantages ➤ Tesla takes top slot in American-made index ➤ Honda announces targeted end date of internal combustion engine production ➤ GM partners with Shell for EV customers Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Alex Potter of Piper Sandler publishes forecast of EV sales by brand through 2040, comments on TSLA as an investment ➤ Adam Jonas of Morgan Stanley releases note discussing Tesla’s capacity expansion ➤ Bitcoin falls to new quarterly low, will impact Tesla’s Q2 financials ➤ Tesla to hold energy event in China ➤ Discussion on China delivery wait times ➤ Volkswagen ID.4 reportedly struggling to gain traction in China Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla’s Senior Director of Artificial Intelligence, Andrej Karpathy, presents at CVPR’s 2021 workshop on autonomous driving, sharing new details about Tesla’s progress on autonomy, the decision to remove radar, Tesla’s supercomputer, and more ➤ Link to full presentation: https://youtu.be/eOL_rCK59ZI?t=28292 ➤ Previous episode on Tesla’s supercomputer: https://youtu.be/M7git-yhtno ➤ Elon Musk provides update on Tesla’s AI Day ➤ What to expect from Tesla’s AI Day: https://youtu.be/ceYK-0sgO2k ➤ Reported leaked email from Elon Musk ahead of quarter end ➤ Tesla updates mobile app to include subscription upgrades ➤ Motor Trend reports more details on Model S Plaid ➤ Giga Berlin timeline from newly published documents ➤ Jerome Guillen sells TSLA stock after departure Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New battery factory documents published as Tesla seeks approvals for Giga Berlin: https://bit.ly/3xxbnUd ➤ Plaid Model S owner gives update after one week with yoke steering ➤ Reuters receives information from NHTSA regarding Tesla crash investigations ➤ Musk companies ranked among most “purposeful” brands ➤ Audi discusses internal combustion engine plans ➤ Maine enacts fossil fuel law Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Initial reviews for the Plaid Model S are in from Motor Trend and Jason Cammisa ➤ New details on the refreshed Model S battery ➤ Dan Ives appears on CNBC creating a bit of incorrect fallout ➤ Giga Berlin production timeline rumor ➤ Elon Musk cryptically tweets again, is it Tesla related? ➤ Tesla updates referral program Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla doesn’t advertise, but will that change after new comments from Elon Musk, and should it? ➤ Updates from Federal Reserve meeting ➤ German Federal Minister pushes Tesla on Supercharging ➤ First update on Model S Plaid real-world charging ➤ GM increases EV investments ➤ Toyota discusses powertrain plans ➤ Waymo raises capital in new funding round Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla stock has been in a lull so far in 2021, how does the rest of the year shape up for TSLA? ➤ Morgan Stanley shares sentiment from institutional investors and perspective on Tesla stock catalysts ➤ Mizuho Securities issues updated note on Tesla stock ➤ Tesla adjust solar / energy offering ➤ Giga Berlin approval application status update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla supplier comments on Tesla’s situation in China, general operations, and competitive lead ➤ Possible notes from supplier investor call: https://bit.ly/3wrDpR4 ➤ Updates on Giga Shanghai holidays and end of quarter incentives ➤ Reviewing Tesla’s recent price changes ➤ Rumors on Model Y demand, China exports, LFP, and more ➤ Updates on Plaid Model S after first deliveries ➤ Elon Musk clarifies Tesla’s Bitcoin position ➤ Canaccord Genuity changes TSLA price target ➤ New Zealand updates automotive taxes and credits ➤ Redwood Materials expands in Nevada Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ First impressions from new Tesla Model S Plaid owners ➤ Additional details not covered at Tesla’s event ➤ Tesla updates design studio following first deliveries ➤ Analysts react to Plaid event ➤ Update on China as quarter end approaches Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Interactive look at expectations ahead of Tesla’s Model S delivery event on Thursday, June 10 ➤ The Boring Company starts public operations in Las Vegas ➤ Model S VIN assignment Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla May China sales published by CPCA ➤ California registration data shows excellent Model Y sales ➤ Tesla updates Model S design studio ahead of launch ➤ Delivery event stage set up in process ➤ Bitcoin dips again ➤ Apple electric vehicle rumors resurface Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla sends out invites for Plaid Model S delivery event as Elon Musk cancels Plaid + ➤ Tesla President of Heavy Trucking, Jerome Guillen, leaves the company ➤ "Anonymous" message to Elon Musk ➤ Elon Musk discusses Tesla shareholder meeting ➤ FSD timeline update ➤ Tesla app may offer Tesla Insurance insight ➤ Gigafactory New York employment status Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Following reports of declining orders, new rumors surface about Tesla's deliveries and production in China in May ➤ Giga Texas faces flooding ➤ Tesla spruces up test track ahead of delivery event ➤ Calendar updates Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimney Executive producer Tesla Summary Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock falls on report of significant decline in net new orders for Tesla in China for May following ➤ Assessing what is known about the report, plausibility, impact on Tesla and TSLA stock ➤ Tesla issues two separate recalls on select Model 3 and Model Y vehicles ➤ CATL reportedly plans battery factory near Tesla ➤ Tesla files new Giga Berlin permit application including battery manufacturing ➤ Plaid Model S detail confirmed ahead of deliveries ➤ Elon Musk cryptically tweets about Bitcoin Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimney Executive producer Tesla Summary Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Video link: https://youtu.be/hbk30TrdsOA ➤ Tesla’s Q2 results could surprise Wall St. despite supply chain headwinds ➤ Full breakdown of Q2 production possibilities and Tesla’s growth trajectory ➤ Credit Suisse highlights market share decline for Tesla ➤ Photos show new installation at Giga Texas Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimney Executive producer Tesla Summary Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla removes another part from the Model 3 and Model Y following radar removal; is it too much? ➤ Elon Musk explains Tesla’s price increases ➤ First reports on Tesla Vision-only Autopilot performance ➤ Plaid Model S delivery event postponed ➤ AMD announces supply agreement with Tesla ➤ Elon Musk details benefits of castings ➤ Wall St. Journal uncovers communications between SEC and Tesla ➤ Tesla applies for trademark in restaurant services ➤ UK company shares insightful accident safety data ➤ Ford F-150 Lightning availability will be limited on select version Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimney Executive producer Tesla Summary Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New Tesla Cybertruck details disclosed in patent application publishing including references to range and payload, user interface images, and even drones ➤ Giga Berlin receives new approval ➤ Giga Texas interior photos ➤ Elon Musk comments on NHTSA safety information changes ➤ Tesla issues voluntary recall ➤ Ford F-150 Lightning specs may be better than announced Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimney Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Everything you ever wanted to know about the new EV tax credit proposal, including overlooked details and implications for Tesla ➤ NHTSA updates safety information on Tesla vehicles following radar removal ➤ Tesla reportedly offering to pay ahead for semiconductors and may have interest in purchasing fabrication business ➤ Firmware on new Tesla deliveries adds driver monitoring feature ➤ Tesla calls Plaid + order holders ➤ China April production numbers released ➤ Tax credit documents: https://bit.ly/3fPPNDf Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimney Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla announces full transition to ‘Tesla Vision’ and removal of radar hardware from select vehicles ➤ Full Self-Driving option and subscription pricing rumors ➤ Tesla announces Powerwall installation milestone offering insight into Tesla’s energy business ➤ Fire reported at Giga Berlin ➤ Royal Dutch Shell loses emissions court case Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimney Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Pierre Ferragu of New Street Research joins Rob Maurer on Tesla Daily to discuss Tesla's return on investment, operating leverage, competitive positioning, delivery outlook, supply chains, cryptocurrency, and more. 0:00 Introduction 0:59 Understanding Tesla's profitability 5:07 The right to make money 7:54 New Street's TSLA note - cash return 16:34 Operating margin outlook 21:00 Tesla vs. TSMC 27:11 Tesla vs. BMW / Daimler 29:41 Tesla's structural advantages 36:27 Does this increase Pierre's bullishness? 38:34 Accelerating growth 43:43 Pierre's new Model Y 45:21 Reaction to Tesla/Musk's involvement in cryptocurrency 52:09 What concerns are you hearing? 53:01 2021 delivery expectations You can find Pierre on Twitter @p_ferragu New Street Research: https://www.newstreetresearch.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimney Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla updates website including Autopilot page ➤ TSLA stock starts the week strong, but trails off to end the day while Elon Musk tweets about cryptocurrency ➤ Tesla spotted testing vehicle with lidar sensor ➤ Plaid Model S delivery estimate updated ➤ First Megacharger installation reported ➤ Norway owners win lawsuit against Tesla, pending possible appeal ➤ Ford unveils more details on the commercial, lower price Ford F-150 Lightning ➤ CATL announces production on new battery chemistry ➤ Indonesia and LG strike deal on battery factory Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimney Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Ford releases new information on the all-electric F-150 Lightning which highlights a key win for Tesla’s Cybertruck ➤ Bank of America lowers price target on TSLA stock ➤ Tesla increases vehicles prices yet again ➤ Plaid+ Model S orders halted on Tesla’s website ➤ Elon Musk discusses Tesla’s future in Russia ➤ More castings at Giga Texas ➤ Roadster update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimney Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla’s Roadster just began being displayed at the Petersen Automotive Museum, unveiling some new details alongside Elon Musk tweets ➤ Tesla finally schedules delivery event for refreshed Model S ➤ Musk continues to tweet about Dogecoin ➤ UK factory rumors surface after reports of Musk visit ➤ Analysis of Ford’s all-electric F-150 Lightning with details published after the unveiling event ➤ Comparing the Ford F-150 Lightning to Tesla’s Cybertruck ➤ F-150 Lightning technical specs: https://ford.to/3bI0Xc9 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Cryptocurrency markets crashed 30% - 50% on Wednesday, and the sharp drop in bitcoin prices could impact Tesla’s Q2 earnings report ➤ Elon Musk tweets about diamond hands ➤ Giga Berlin receives preliminary approval on equipment installation ➤ Giga Texas castings spotted in large numbers ➤ Elon Musk responds to New Street Research report ➤ Wedbush comments on current market, TSLA outlook ➤ Cybertruck timeline discussion ➤ Stellantis announces change to dealership structure Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk provides updates on “next-gen” Model Y from Giga Berlin and Giga Texas ➤ President Biden speaks about infrastructure and electric vehicles plans to Ford employees, White House releases info on potential credit structure ➤ Electrek reports on vehicle accumulation at Fremont due to part shortage ➤ Renaissance Technologies adds to TSLA position in first quarter ➤ Pierre Ferragu of New Street Research issues updated report on TSLA ➤ Tesla reportedly ships thousands of vehicles to South Korea ➤ Lamborghini announces electric vehicle roadmap Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives