Tesla Daily: Tesla News & Analysis

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

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

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

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

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

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

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

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

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

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

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

➤ What is going on with Tesla stock recently, and how much are Elon Musk's tweets impacting its performance? ➤ Michael Burry reportedly "bets $530M" against TSLA stock, but the headlines are misleading ➤ Photo of a newly cast Tesla part signals big milestone ➤ Elon Musk visits Giga Berlin, comments on timelines ➤ Elon Musk continues to tweet about bitcoin and dogecoin ➤ Tesla spotted testing a new Model S at Laguna Seca ➤ Green Mountain Power provides update on virtual power plant project ➤ EVE Energy Co. comments on Tesla rumors Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly close to adding another new battery supplier ➤ TSLA stock ends a streak of declining days ➤ Model S order holders receive updated delivery estimates ➤ Tesla expands in Eastern Europe ➤ Morgan Stanley issues note on Tesla 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk offers some explanation / defense for Tesla's decision to stop accepting Bitcoin as a payment method ➤ Will Tesla get into bitcoin mining? ➤ Refreshed plaid Model S runs quarter mile test ➤ Giga Texas hits significant milestone ➤ Credit Suisse update on Tesla 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly applies to join $18B regulatory credit market ➤ Elon Musk announces Tesla has suspended their acceptance of Bitcoin as a payment option due to environmental concerns ➤ More clarity on Tesla's China sales in April ➤ Musk tweets about updates to Autopilot, FSD Beta V9, and FSD subscription ➤ Brandenburg minister comments on Giga Berlin production timeline ➤ Waymo and Cruise reportedly request permission to operate driverless services in San Francisco ➤ Waymo CFO and head of automotive partnerships leave the company, following CEO departure earlier this year ➤ Toyota announces electric vehicles plans for 2030 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ CPCA report on Tesla sales in China in April has been met with confusion and conflicting information; what is going on with Tesla sales in China in April? 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock drops 6.5% to start the week ➤ NTSB releases preliminary report on Tesla accident said to be "driverless" by law enforcement ➤ Elon Musk hosts Saturday Night Live, brings Cybertruck to New York City ➤ Tesla faces possible class action lawsuit over Solar Roof price changes ➤ Tesla receives approval for limited Giga Berlin expansion ➤ Survey shows Tesla skyrocketing up rankings of preferred employers in Germany ➤ Expansion of Fremont general assembly area underway ➤ IDRA Group owner receives order for massive casting machine ➤ Panasonic discusses profitability of Tesla battery segment ➤ Ford sets date for all-electric Ford F-150 unveiling ➤ Toyota investors express concern over strategy 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla continues to increase prices on vehicles in the United States ➤ California Public Records Act request unveils emails between Tesla and California Department of Motor Vehicles ➤ Tesla hits major Supercharger milestone ➤ Elon Musk set to host Saturday Night Live 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly "sold out" for Q2, just five weeks into the quarter ➤ One of Tesla's largest institutional shareholders significantly reduces TSLA stake in first quarter ➤ Tesla may be eyeing changes to its referral program ➤ Tesla to share more data with customers 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla board of directors ordered to turn over communications between Musk and attorneys regarding 2018 CEO Performance Plan ➤ Ford releases April Mustang Mach-E sales figures which continue to fall month-over-month ➤ Stellantis reports earnings and discusses regulatory credit situation with Tesla ➤ GM reports earnings and addresses semiconductor shortages and Super Cruise subscriptions ➤ SpaceX 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla may have stealthily acquired another battery startup ➤ Expansion underway for Tesla Grohmann Automation ➤ Stellantis CEO comments on Tesla regulatory credit pooling agreement 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Unconfirmed report out of Germany suggests six month delay for Tesla's Gigafactory Berlin, state minister comments on report ➤ Tesla stock (TSLA) added to S&P 500 ESG index ➤ Rumors on Tesla's FSD V9.0 Beta, refresh Model S range, and more ➤ Tesla submits permit details for "Bobcat Project" in Texas ➤ Videos demonstrating superior braking performance of Tesla vehicles circulate Chinese social media ➤ Tesla ships significant amount of Model 3s to Israel ➤ SpaceX update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla spec sheet reveals new energy product, the Tesla Powerwall+ ➤ Spec sheet: https://bit.ly/3xCxKZl ➤ Tesla posts detailed account of China protestor interaction to their Weibo account ➤ Volkswagen reportedly under investigation by the SEC 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk shares a new timeline for release of Tesla's FSD Beta V9.0 and discusses some of that changes that are coming ➤ Tesla preparing for Tesla Insurance expansion in several states ➤ Pierre Ferragu reports on interesting supply chain news for Tesla ➤ Examination of Tesla earnings report takeaways that may not be accurate ➤ SpaceX update 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla stock continues to fall after reporting Q1 earnings ➤ Brandenburg reports Tesla's intent to modify their production approval application to include battery cell production ➤ Tesla updates delivery timelines for Model Y in Europe, Model S/X in the US ➤ Tesla continues to raise prices in the US ➤ New information on viral protest of Tesla in China ➤ IIHS publishes new safety data comparing electric vehicles to internal combustion engine vehicles ➤ Ford reports earnings, announces drastic production cuts 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Jim Cramer & Rob Maurer join Katherine Ross to discuss Tesla stock's reaction to the company's Q1 earnings report and investor conference call ➤ How strong were Tesla's financials? ➤ Understanding Tesla's margins ➤ Tesla's stance on digital currencies ➤ Tesla's aspirations to outsell Toyota ➤ Elon Musk's missed promises ➤ What's going on with Tesla Solar? ➤ Supply chain impacts and chip shortages 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Tesla reports a Q1 earnings beat with earnings per share of $0.93. Follow Rob Maurer's live reaction on Tesla's financials, then tune in for the earnings call! Earnings call livestream: https://youtu.be/mBvyJk5O3A0 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Disclosure: Rob Maurer is long TSLA stock & derivatives

YouTube link: https://youtu.be/ja8gWQ2Pqm0 ➤ Tesla is set to report earnings after market close on Monday, April 26. Join Rob Maurer for a live discussion on what to expect from Tesla's Q1 2021 earnings report and the most important financial results to watch for. 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer presents the bull case for TSLA stock in 2021 and provides counter-arguments to claims that Tesla is overvalued, in a bubble, and structurally unprofitable ➤ This presentation was given at Benzinga's Cleantech and Small Cap conference on April 22, 2021 Timestamps: 0:00 Introduction 0:54 The one theme behind Tesla 1:18 How has the TSLA bull case evolved? 1:48 Criticisms of TSLA 3:09 Understanding Tesla's profitability 7:39 Impact of CEO compensation 9:21 Rising strength in Tesla's business 12:58 Tesla's growth 14:43 TSLA vs. AMZN growth 15:54 Future growth 16:38 Competition is coming 19:42 What is the most exciting catalyst for Tesla? 20:52 What about Apple? 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Taking a closer look at the Tesla protest in China and reactions across social media ➤ Tesla hires new executives in India, reportedly narrows location search for first corporate office ➤ Tesla's general counsel leaves for lidar startup ➤ Biden administration to review California emission regulation flexibility ➤ Ford announces production halts due to semiconductor supply issues ➤ GM announces price of the upcoming all-electric Cadillac Lyriq ➤ Porsche discloses first quarter Taycan sales ➤ NASA and SpaceX adjust Crew-2 launch schedule ➤ Benzinga conference info: https://www.benzinga.com/events/small-cap/clean-tech/ Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Voting for questions for Tesla's Q1 earnings call is now open. Here are my questions: 1. https://saytechnologies.com/s/8b9c38a2 2. https://saytechnologies.com/s/680ec168 ➤ Tesla supplier prepares for large 2021 order quantities ➤ More information on Tesla accident in Texas ➤ Mizuho Securities increases TSLA price target ➤ Protestor accuses Tesla at Shanghai Auto Show 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 Plaid producer Ice Lakes Investments Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Fatal Tesla accident captures headlines after local law enforcement says the vehicle had no driver ➤ Tesla releases Q1 accident and fire safety report ➤ Ron Baron talks Tesla, SpaceX, and Elon Musk ➤ Tesla establishes new insurance company in Europe ➤ Automakers unveil a number of electric vehicles at Shanghai auto show ➤ Voting for questions for Tesla's Q1 earnings call is now open. Here are my questions: 1. https://saytechnologies.com/s/8b9c38a2 2. https://saytechnologies.com/s/680ec168 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 Plaid producer Ice Lakes Investments Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

YouTube link: https://youtu.be/MIqw2_nYtxY ➤ Elon Musk takes the Tesla Cybertruck to Giga Texas ➤ Musk tweets about Texas and Berlin production ➤ Huawei demos autonomous driving in cities ➤ Nasa set to announce major mission award 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 Plaid producer Ice Lakes Investments Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk sets targeted date for Tesla AI Day, what will Tesla unveil? ➤ Timeline updates on Tesla's FSD Beta rollout and the FSD subscription option ➤ Tesla fails inspection in Fremont ➤ IDRA equipment arrives at Giga Texas ➤ Huawei claims superior autonomous driving performance over Tesla ➤ Cruise increases funding round, adding Walmart ➤ Mercedes unveils all-electric EQS exterior ➤ Stellantis schedules "Electrification Day" ➤ SpaceX update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ James Douma joins Rob Maurer to discuss Tesla's approach to autonomous driving, computer vision, deep learning, how neural networks work, their history, and how they may scale from here ➤ Past episode with James: https://bit.ly/32gxlgS 0:00 Background 0:50 TSLA investment thesis 2:43 Examining Tesla's neural networks 6:38 Progress of computer vision and neural networks 11:22 How does a neural network work? 40:53 Will neural networks keep scaling? 46:27 Neural network constraints for autonomous driving 50:05 Stay tuned for part 2! Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock has best day in over a month as trading volume picks up ➤ Credit Suisse expects Tesla Q1 earnings beat ➤ Business Insider reports that Tesla offered CEO job to automotive veteran in 2015 ➤ SpaceX wins launch contract, likely explaining Musk's vague tweet ➤ Chinese firm tears down Shanghai-made Model Y ➤ MotorTrend ranks luxury sedan best buys for 2021 ➤ Sandy Munro continues teardown of Volkswagen ID.4 ➤ More details on Spain EV subsidy ➤ Schedule update Coinbase Referral: coinbase.com/join/maurer_x4q Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock upgraded by Canaccord Genuity analyst Jed Dorscheimer alongside a 150% price target increase ➤ Elon Musk tweets about going to the moon and Tesla's decision to remove radar from the FSD beta ➤ Binance begins trading of a TSLA stock token ➤ Tesla updates utility energy storage webpage, offers more details on software ➤ Solar Roof order holders report Tesla raising prices after order contract signed ➤ Nvidia announces next-generation AI-enabled processor for autonomous vehicles ➤ Spain approves EV subsidy plan Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk says a massive step change is "almost ready" for Tesla ➤ Tesla raises prices again, the third time in the last month ➤ Model 3 gets an interior update in the US ➤ March sales reported in China ➤ Tesla schedules Q1 earnings for an unusual date ➤ Biden unveils 2022 budget proposal: https://bit.ly/3uD9kfV ➤ The Boring Company invites media to Vegas ➤ Neuralink update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla voices frustration with German approval processes in a letter which confirms operational timeline target ➤ Tesla creates social media "ad" for China Design studio ➤ Tesla Semi may be perfect vehicle for logging operation in Canada ➤ Elon Musk thanks Tesla's suppliers for providing critical parts ➤ US Secretary of Transportation comments on Tesla interaction, infrastructure plan ➤ Biden tax proposal may eliminate some fossil fuel subsidies ➤ Panasonic discusses 4680 battery cells ➤ SpaceX Starship update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla adopts new strategy for Supercharger rollout ➤ Transportation Department emails shares infrastructure plan funding details for electric vehicles ➤ Morgan Stanley says owning TSLA stock is less risky than not owning it ➤ Discussing Tesla's margin on the Model 3 in China ➤ Some orderers of the refreshed S/X have delivery estimates pushed out while the first VINs may have been assigned ➤ Tesla's CFO reportedly buys property in Texas ➤ Sandy Munro discusses first impressions of the Volkswagen ID.4 ➤ Following up on Giga Press casting ➤ SpaceX launch update 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 Plaid producer Ice Lakes Investments Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ IDRA group discusses Giga Press orders, what does it mean for Tesla? ➤ IDRA video 1: https://youtu.be/DbxxrbYWN74 ➤ IDRA video 2: https://youtu.be/Div0BMetUxM ➤ Battery cathode plant grading started at Giga Texas ➤ Assessing some rumors on the possible US federal EV tax credit ➤ Tesla makes some changes to Supercharging fees in California as expansion continues ➤ Swell Energy launches virtual power plant in New York ➤ GM announces all-electric Chevy Silverado ➤ SpaceX set to launch another round of Starlink satellites Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock increases just 4% after Q1 delivery beat ➤ Discussion of analyst reactions to Tesla's report, and what the market may have missed ➤ Update on Model Y demand in China ➤ New construction near Giga Shanghai ➤ Apple CEO Tim Cook discusses Tesla, Elon Musk, and Apple's car plans in a new interview ➤ Mercedes announces more details on the upcoming all-electric Mercedes-Benz EQS ➤ Announcement Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Watch on YouTube: https://youtu.be/KuhgJNAJVU4 ➤ Tesla has announced Q1 delivery and production numbers, join Rob Maurer for live reaction and analysis, followed by a Q&A about TSLA stock, annual outlook, earnings expectations, and more. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Apple reportedly placed significant order for Megapacks with Tesla for energy storage project ➤ Possible leaked email from Tesla may give insight on quarterly deliveries ➤ Volkswagen reportedly reached agreement with Tesla to purchase regulatory credits in China ➤ Voltswagen prank continues to draw media criticism ➤ California has big energy storage plans in 2021 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

YouTube link: https://youtu.be/iYg-UhExDCE ➤ Rob Maurer walks through estimates for Tesla's Q1 delivery and production numbers and how they may compare to Wall St.'s consensus ➤ President Biden unveils $2.3 trillion infrastructure plan, focusing a portion on electric vehicles and clean energy ➤ Full infrastructure plan: https://bit.ly/2Pmk03u Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Japanese automobile industry source claims Tesla and Toyota are in final stage of forming a partnership agreement for an electric vehicle project ➤ Elon Musk tweets again about the Tesla Semi and battery cell constraints as Tesla reportedly works on production line ➤ Tesla vs. Rivian lawsuit continues ➤ Volkswagen / Voltswagen saga continues ➤ SpaceX Starship SN11 update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly working on Cybertruck pilot production line at Fremont ahead of Giga Texas production ➤ Tesla significantly raises prices on the Solar Roof ➤ Elon Musk confusingly tweets about Tesla Semi status in relation to battery cell constraints ➤ Mercedes unveils interior of the all-electric EQS ➤ Volkswagen accidentally posts press release announcing new name in the US ➤ Miami continues to explore project with The Boring Company ➤ SpaceX Starship SN11 update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Edmunds Editor-in-Chief Alistair Weaver joins Rob Maurer to discuss Edmunds' electric vehicle range tests, Tesla's performance, test conditions, range buffers, and more. 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 Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Details from Elon Musk's call with Tesla employees leaked ➤ Musk says Tesla may become the world's biggest company, then deletes tweet about it probably happening in a few months Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk gives teaser on Cybertruck changes ➤ Tesla changes prices again in the United States ahead of quarter end ➤ Rumor indicates Tesla may be close to opening up the Supercharger Network to other electric vehicles ➤ Biden set to unveil infrastructure plan ➤ Pepsi provides update on Tesla Semi delivery expectations ➤ Edmunds receives feedback from Tesla on EV range testing, creates new tests ➤ Nio CEO shares gratitude for Tesla's role in their history ➤ More info on Tesla's Bitcoin payment option ➤ Mysterious Tesla call Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives