Tesla Daily: Tesla News & Analysis

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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