Tesla Daily: Tesla News & Analysis

➤ https://youtu.be/dylvz9QDgG0 ➤ Tesla delivery and production forecasts for Q2 and full-year 2020 ➤ With Giga Shanghai and Model Y ramping up, Tesla is poised to exceed their 2020 guidance and deliver more than 500,000 vehicles on the year ➤ Q2 production and deliveries will likely outpace TSLA expectations ➤ Full forecast walkthrough and methodology Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ The Tesla community is abuzz with speculation about vehicle-to-grid technology based on recent reports and the upcoming Tesla battery day. Today's episode explores that speculation and examines Tesla's past comments on vehicle-to-grid functionality. ➤ Tesla's lawsuit against Alameda County is resolved ➤ First long range single-motor made-in-China Model 3s are delivered ➤ Mazda starts production on an all-electric SUV, the Mazda MX-30 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Bloomberg reports that the European Union is considering funding massive support of electric vehicles as it seeks to assist in both recovery and transformation of the automotive industry ➤ Tesla could be a beneficiary of the policies reportedly being discussed ➤ EU automotive VAT breakdown: https://www.acea.be/statistics/article/interactive-map-electric-vehicle-incentives-per-country-in-europe-2018 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock underperforms other automakers as macros rise on positive vaccination news ➤ Tesla appears to be fully cleared for production in Fremont ➤ Tesla VP comments on Shanghai production ramp ➤ Panasonic reports quarterly earnings and comments on relationship with Tesla, battery plans ➤ Rumors continue to circulate around a Tesla factory in Texas, including a possible location ➤ Morgan Stanley issues update note on TSLA stock ➤ France looks to increase support for low-emission vehicles ➤ Uber lays off more employees, considers reducing important investments ➤ SpaceX denied funding after Elon Musk's battle with Alameda County ➤ Tesla to increase price of the Full Self-Driving Option on July 1st Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Electrek reports that Tesla has selected Austin, Texas as the next Tesla Gigafactory location ➤ Elon Musk tweets about date for Tesla's battery day ➤ Tesla lowers price for the long range single-motor Model 3 in China Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Alameda County Public Health Department releases question and answer communication addressing the production situation for Tesla in Fremont ➤ Reuters reports on Tesla battery rumors ➤ Tesla has reportedly begun production of the long range single-motor Model 3 in China ➤ Elon Musk tweets graph of superchargers usage by region over time Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Alameda County Public Health Department responds to Tesla's attempts to restart production in Fremont, California ➤ California's attorney general comments on Tesla's production situation and policy enforcement ➤ Tesla's HR team sends out email to employees as some return to the factory ➤ SpaceX Model X prepares for Crew Dragon Demo-2 launch Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk emails employees about first days back at the factory, says it went "great" ➤ Donald Trump tweets support of Tesla reopening Fremont factory ➤ District supervisor chief of staff and Sheriff's office weigh in on Tesla ➤ Bay area county health officer comments on restarting manufacturing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk restarts Tesla's production at Fremont against the order of Alameda county, says "if anyone is arrested, I ask that it only be me" ➤ Tesla officially files lawsuit against Alameda county (https://www.courtlistener.com/recap/gov.uscourts.cand.359281/gov.uscourts.cand.359281.1.0.pdf) ➤ California Governor Gavin Newsom and local officials weigh in ➤ China registration and production numbers for April ➤ Deutsche Bank issues updated TSLA stock note after investor call with Tesla ➤ Updated short selling data on TSLA stock Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk threatens to file lawsuit with Alameda county over continued production restrictions ➤ Additionally, Elon makes plans to relocate Tesla's headquarters outside of California ➤ Elon mentions Texas, further alluding to a possible Gigafactory in Texas ➤ Alameda county contact form, please be respectful: http://www.acphd.org/contact-acphd/contact-form.aspx Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Leaked email discloses Tesla's plan to restart production at their Fremont factory on Friday, May 8th ➤ Alameda County continues to move more slowly in staged re-opening than California ➤ Tesla plans to offer tracking of Autopilot miles on the odometer ➤ Speed limit sign recognition for Tesla vehicles "coming soon" according to Elon Musk ➤ Tesla's VP of Global Supply Chain reportedly leaves Tesla ➤ Tesla partners with Sunrun on Tesla Powerwall Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Recap of Tesla CEO Elon Musk's appearance with Joe Rogan on the Joe Rogan Experience podcast ➤ Checking in on Tesla's production status as California prepares to enter Phase 2 of re-opening the economy ➤ Tesla files battery cell patent for tabless battery cells, potentially indicating progress which could be discussed at Tesla's upcoming battery investor day ➤ The Limiting Factor's livestream: https://www.youtube.com/watch?v=ivIZ3DR1YtY Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ BMW reports Q1 earnings and delays new factory plans ➤ BMW reportedly cancels potential Tesla Roadster competitor ➤ GM reports Q1 earnings Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Video: https://youtu.be/ey3UeFJqSqY Alex Potter, analyst at Piper Sandler, and Rob Maurer discuss Alex's $939 price target on TSLA stock, Elon Musk's tweets, institutional investors' questions, the variance in perspectives between institutional and retail investors, Tesla's progress in China, David Einhorn's short thesis, Tesla Solar/Energy, upside/downside risks, and Tesla's valuation/position in the market. To hear more from Alex & Rob, specifically on Tesla in China, watch here: https://youtu.be/z9k3ppSk0oA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast 0:00 - Introduction 1:10 - Alex's $939 TSLA price target 2:12 - Q1 earnings report reaction 7:28 - Tesla's positioning/pricing in China & new energy vehicle subsidies 13:04 - Institutional investor TSLA questions 17:35 - Risks in China 19:00 - Takeaways from Tesla's 10-Q filing, deferred revenue, regulatory credits 32:05 - Are suppliers at risk in this macro-environment? 35:35 - China's vehicle market recovery 39:57 - How much is the macro-environment weighing down TSLA stock? 42:20 - Reaction to Elon Musk's tweet about TSLA stock price being too high, from Alex and clients 43:31 - Thoughts on David Einhorn's questions about accounts receivable, and the TSLA short thesis 46:26 - Risks and downsides to Tesla's valuation 49:45 - Valuing Tesla Solar & Tesla Energy and Alex's personal experience with those business lines 55:35 - Valuing TSLA stock and missing upside 1:06:09 - Institutional investors evolving mindset and questions 1:10:05 - How can anyone compete with Tesla's lead? Why aren't analysts forecasting that lead to continue? 1:19:55 - Retail / institutional investor perspective variance http://www.pipersandler.com/ Disclosures: Rob Maurer is long TSLA stock & derivatives Disclosures for equity universe of: Alex Potter 1. I or a household member has a financial interest in the securities of the following companies: none 2. I or a household member is an officer, director, or advisory board member of the following companies: none 3. I have received compensation within the past 12 months from the following companies: none 4. Piper Sandler beneficially owns 1% or more of a class of the following companies: none 5. Piper Sandler has had a client relationship or has received compensation for investment banking services from the following companies within the past 12 months: LYFT 6. Piper Sandler expects to receive or intends to seek compensation for investment banking services from the following companies in the next 3 months: none 7. Piper Sandler was a managing underwriter of a public offering of, or a dealer manager of a tender offer for, the securities of the following companies within the past 12 months: none 8. Piper Sandler has had a client relationship and has received compensation for non-investment banking securities related products or services in the past 12 months for the following companies: none 9. Piper Sandler has had a client relationship and has received compensation for non-securities services in the past 12 months for the following companies: none 10. Piper Sandler is a registered market maker for the following companies: ALSN, APTV, F, GM, LYFT, MTOR, PCAR, WBC 11. Piper Sandler will buy and sell securities on a principal basis for the following companies: 1211 HK, 175 HK, 300750 CH, CMI, NIO, NIU, TSLA, UBER Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

➤ TSLA stock recovers from Elon Musk's tweet saying the stock price was too high ➤ California works to move into Phase 2 of the re-opening process ➤ Morgan Stanley increases Tesla price target ➤ Tesla energy news in the UK ➤ Tesla Autobidder software ➤ Daimler reportedly exploring software partnerships with BMW & Volkswagen (https://translate.google.com/translate?sl=auto&tl=en&u=https%3A%2F%2Fwww.sueddeutsche.de%2Fauto%2Fbmw-daimler-vw-software-id3-1.4856930) Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla CEO Elon Musk tweets that Tesla stock price is too high, in his opinion and TSLA stock falls afterwords ➤ Analyzing the importance and impact of this tweet, including if this may cause problems with the SEC related to Elon Musk's previous settlement agreement (http://prod-upp-image-read.ft.com/1199ee1e-686d-11e9-9adc-98bf1d35a056) Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Analysts raise price targets on TSLA stock after Tesla's Q1 earnings report ➤ Tesla files its quarterly 10-Q report, shedding more light on the Q1 results ➤ Discussion on Tesla's deferred revenue and regulatory credit outlook ➤ David Einhorn tweets at Elon Musk again, questioning Tesla's financials ➤ Tesla cuts price of the Model 3 in China Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA earnings review, part one: https://youtu.be/y1QbMiui06g ➤ Top 5 takeaways from Tesla's Q1 earnings call with investors and analysts ➤ Elon Musk speaks out against shelter-in-place orders ➤ Topics include Tesla's production and demand, autonomous driving progress and business impact, Tesla's battery investor day, the next Gigafactory (Gigafactory Texas?), China's importance, the long-term outlook for Tesla's business, and more Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reports a surprise GAAP profit in Q1 2020 despite a number of macro and seasonal challenges on the back of strong automotive gross margin ➤ Tesla puts annual guidance on hold, but does not remove the possibility of hitting it ➤ Breaking down the most important takeaways from Tesla's Q1 shareholder letter and financial results vs. Wall St.'s estimates ➤ Metrics covered: revenue, GAAP/Non-GAAP earnings, gross profit, total gross margin, automotive gross margin, regulatory credits, net income, GAAP/Non-GAAP earnings per share, made-in-China Model 3 gross margin, Model Y gross margin, and full-year delivery estimates ➤ Stay tuned for part 2 after Tesla's earnings report conference call Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Ford releases Q1 earnings report showing billions of dollars of loss and guiding for even larger losses in Q2. F Stock falls 5% after hours. ➤ Ford cancels all-electric Lincoln branded SUV project with Rivian as legacy automakers fall further behind Tesla's EV pace. ➤ GM cuts dividend and share repurchase program ahead of earnings report on May 6th. ➤ Tesla Q1 earnings preview: https://youtu.be/BrTqowJDdKs Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla earnings report preview for Q1, 2020 ➤ Rob Maurer's Q1 TSLA estimates compared to FactSet consensus & Tesla-compiled consensus ➤ Breaking down what to watch for in the TSLA financials and shareholder letter/earnings call ➤ Metrics covered: revenue, GAAP/Non-GAAP earnings, gross profit, total gross margin, automotive gross margin, regulatory credits, EBITDA, net income, free cash flow, GAAP/Non-GAAP earnings per share, made-in-China Model 3 gross margin, Model Y gross margin, and full-year delivery estimates ➤ What is Wall St. looking for going forward? Please share your estimates and expectations in the YouTube comments: https://youtu.be/BrTqowJDdKs Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla begins wide-release of new Autopilot functionality with firmware 2020.12.6 ➤ Discussion on the impact for Tesla's business and TSLA stock ➤ Is this update part of the core Autopilot rewrite? Ask by upvoting here: https://saytechnologies.com/s/3bfea260 ➤ Price increase goes into effect for Tesla's Model 3 in China ➤ Baird analyst Ben Kallo issues updated note on TSLA stock ➤ Mitsubishi Motors issues profit warning Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA Q1 earnings call questions can now be submitted and voted for ➤ My question: https://saytechnologies.com/s/144fd76b ➤ Frank's question: https://saytechnologies.com/s/f1c452d5 ➤ TSLA analyst expectation divergence from Tesla's long term plans ➤ Tesla appoints new board member, Hiromichi Mizuno ➤ China continues to adjust new-energy vehicle subsidy policy ➤ Audi straight-up copies Tesla ➤ New jobs report and PMI numbers Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock downgraded to underperform by Bank of America in a note that feels straight out of 2017 ➤ Volkswagen announces targeted production restart date for Chatanooga factory as automakers align on similar dates ➤ Morgan Stanley releases investor survey around electric vehicles and confidence in Tesla ➤ China updates purchase tax policy for new-energy vehicles Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob joins Dave Lee to discuss Tesla (https://youtu.be/aDJQ6CVJl34) ➤ Andrej Karpathy presents on Tesla's use of artificial intelligence in pursuit of full self-driving (https://youtu.be/hx7BXih7zx8) ➤ Model S 0-60 time updated ➤ Model Y infotainment connection speed increased vs. Model 3 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Oil contracts turn negative for the first time in history ➤ How can oil prices turn negative and how are Tesla and TSLA stock impacted? ➤ Cybertruck redesign comparison (https://cdn.knightlab.com/libs/juxtapose/latest/embed/index.html?uid=40791a72-81a1-11ea-a879-0edaf8f81e27) / http://www.cubarle.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Over the last 12 months, Tesla has taken the dominant share of market valuation among US automakers. In an uncertain macro-environment, TSLA stock has rebounded strongly, and diverged from Ford, GM, and Fiat Chrysler. What does this mean for TSLA as an investment option and how is the probable recession impacting Tesla's competitive position? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Markets rise in after-hours trading on encouraging macro-environment news, as does Tesla stock (TSLA) ➤ Trump releases plan for re-opening economy (https://fm.cnbc.com/applications/cnbc.com/resources/editorialfiles/2020/04/16/WHReopeningDoc.pdf) ➤ Elon Musk tweets about Tesla Cybertruck, CNN, Tesla ventilators, and Autopilot ➤ Yesterday's episode with Sean Mitchell (https://youtu.be/dE65gfh84Hs) Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Sean Mitchell hosts Rob Maurer for an overview of the current state of Tesla (https://youtu.be/dE65gfh84Hs) ➤ Tesla schedules Q1 earnings report Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Credit Suisse upgrades TSLA stock ➤ Goldman Sachs initiates coverage on TSLA stock ➤ Takeaways from Elon Musk & Sandy Munro interview on the Third Row Tesla podcast (https://www.youtube.com/watch?v=pih4kU6yvz8&t=1279s) ➤ China Tesla registration numbers for March Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock rises $100/share on Monday in a neutral macro environment ➤ Tesla releases made-in-China long-range and performance Model 3 ➤ Tow hitch option added for Tesla Model Y ➤ Elon Musk tweets about robotaxis and full-self driving Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ China Passenger Car Association reports on Tesla's production numbers from Gigafactory Shanghai for March, 2020 ➤ Tesla dominates in Kelley Blue Book's 2020 luxury vehicle brand awards ➤ Elon Musk tweets about Tesla Battery Day, Tesla Model Y to Europe, Plaid Powertrain, and Tesla Cybertruck ➤ TSLA stock short interest update ➤ Weekly jobs report continues to show significant growth in unemployment ➤ Toyota extends US factory shutdowns Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla announces a targeted date to resume production in the United States alongside temporary pay reductions and furloughs ➤ Can TSLA still hit their annual guidance for vehicles deliveries? ➤ Forecast for Q2 and annual vehicle delivery and production numbers ➤ Was TSLA stock reaction justified? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ 4:19 A former Tesla employee on the Autopilot team has moved over to Waymo and joined the Third Row podcast to discuss his perspective of both companies (https://www.youtube.com/watch?v=FP_YZ8pBCJ4) ➤ Bloomberg reports on imminent production of the long range single-motor Tesla Model 3 from Gigafactory Shanghai, including its range Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

- Tesla posts video update on in-house ventilator design - TSLA rises as stock market rallies - Twitter user @greentheonly previews some upcoming software features - Jefferies issues updated note on TSLA stock Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Summarizing and discussing the key takeaways from the going Munro Tesla Model Y live teardown. Sandy Munro of Munro & Associates has been both critical and complimentary of Tesla in the past and that trend continues with the Tesla Model Y. This episode also includes discussion on TSLA stock which finished Friday +6% but fell -12% from after-hours trading on Thursday. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Tesla today reported Q1 deliveries +40% compared to 2019 and production +33% to 2019, causing TSLA stock to rise by 18% in after-hours trading as Tesla's Model Y and Gigafactory Shanghai continue to ramp up. Today's episode recaps everything we learned from Tesla's report, and what was missing. How will TSLA stock react going forward? Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

YouTube link: https://youtu.be/3Houzq0eXmY Today's discussion is with Gali Russell, founder of HyperChange, on our disparate forecasts for Q1 as well as what lies ahead for Tesla in the coming months and years. Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Tesla is expected to report Q1 2020 delivery and production numbers later this week. In today's episode, we go through the FactSet consensus estimates for Tesla's Q1 total deliveries as well as for Model 3, Model S, and Model X, and discuss how realistic these estimates are and how TSLA stock may react. I also provide my delivery and production estimates as well as the rationale behind them, and perhaps most importantly, the other wild cards I am watching for from this report. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Taking a look at the week ahead for the stock markets and TSLA stock ➤ Alameda County, the location of Tesla's Fremont factory, reported to extend shelter-in-place order ➤ Tesla reopens a store in China ➤ Tesla delivers some ventilators to New York ➤ Tesla bids on big energy storage project with Megapack Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypod... Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Checking in on the stock markets as the stimulus packages passes the House and is signed by President Trump ➤ Tesla reduces workforce at Gigafactory Nevada ➤ Reports on Tesla's Model 3 production rate at Gigafactory Shanghai ➤ New York City's mayor comments on working with Elon Musk on ventilators, Elon replies on Twitter ➤ Trump roasts General Motors on Twitter ➤ Updated analyst notes from Alex Potter and Pierre Ferragu ➤ Further discussion on Tesla's upcoming Autopilot update allowing for automated stopping at lights and stop signs Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

- New jobs report shows steep rise in unemployment in the US - Two Tesla employees reportedly test positive for COVID-19 - Tesla reportedly furloughs some employees in Norway - Elon Musk retweets autopilot stopping at stop lights and stop signs in next update Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

- Medtronic CEO discusses partnership with Tesla and ventilator situation in the US - Gigafactory Buffalo to reopen ASAP to product ventilators - Congress leaders reach agreement on stimulus package, vote passes in the Senate Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

As stock markets, and TSLA stock, rise on the apparent imminence of a stimulus deal, economic indicators are hitting decade-lows. Today's discussion is macro-focused on commentary out of Congress and the economic reports published today. We are also starting to see reviews of the Tesla Model Y, with Doug Demuro publishing his Model Y review today. In addition, we discuss TSLA short interest for March 13th, published today. Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

- Discussion on base price Model Y - Elon tweets about the advanced engineering employed in the Model Y - Checking on Model Y VINS heading into quarter end - Discussion on the macro environment and upcoming catalysts this week Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

- More states continue to move towards lockdown, including Nevada - Goldman Sachs and Bridgwater Associates provide forecasts on economic impact of coronavirus - Panasonic plans to halt operations at Gigafactory Nevada Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Tesla has decided to temporarily suspend production at their factory in Fremont, from end of day March 23. Tesla's Gigafactory Buffalo in New York will temporarily suspend production as well, while essential function such as service will continue. Gigafactory Nevada and Gigafactory Shanghai will remain open for production. Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

- Nasdaq records the worst single-day percent drop in its history - Countries and states continue to broaden lockdown efforts - Tesla updates on Solar Roof production Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Note: at 4:30 in this episode, I said no one should have concern. I meant about my own financial position in regard to TSLA stock, I was not speaking about anyone else's position; that is for each person to determine for themselves, of course. - Discussion on TSLA stock in the midst of a continued macro-economic crash - First Model Y deliveries scheduled ahead of March 15th - UK tax change benefits zero-emission vehicles - Morgan Stanley issues updated note on TSLA stock Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Coronavirus has been declared a pandemic by the World Health Organization. As cases continue to rise in the United States and internationally, more severe measures are being taken to react and reduce spread. Today's episode discusses these actions and where things may go from here, and the impact on Tesla and TSLA stock. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives