Tesla Daily: Tesla News & Analysis

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

Live episode of Tesla Daily for Thursday, August 12

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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