Tesla Daily: Tesla News & Analysis

➤ 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

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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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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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

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#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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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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

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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

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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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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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

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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

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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

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Executive producer Jeremy Cooke Executive producer 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

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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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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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

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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

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Executive producer Jeremy Cooke Executive producer 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

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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

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Executive producer Jeremy Cooke Executive producer 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

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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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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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

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Executive producer Jeremy Cooke Executive producer 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

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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

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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

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Executive producer Jeremy Cooke Executive producer 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

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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

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Executive producer Jeremy Cooke Executive producer 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

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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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer 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

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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 

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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

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Executive producer Jeremy Cooke Executive producer 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

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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

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Executive producer Jeremy Cooke Executive producer 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

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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

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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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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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

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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

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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

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Executive producer Jeremy Cooke Executive producer 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

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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

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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

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Executive producer Jeremy Cooke Executive producer 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

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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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

00000198 00000191 00003B42 00002F8D 00001EB6 000A3E0A 00007E86 00007903 00001EB6 00001E9C

➤ 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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#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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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#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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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#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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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#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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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#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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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#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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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#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

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#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

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#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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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#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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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#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

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#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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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.

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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#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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive 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

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives