Tesla Daily: Tesla News & Analysis

➤ Tesla seeks federal funds for major Tesla Semi charging route ➤ Weekly China insured vehicle numbers ➤ NHTSA open preliminary evaluation into Tesla steering complaints ➤ Tesla files permit for Fremont ➤ Software update features ➤ Ford restarts F-150 Lightning production Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Dealership profits start to decline after inventory shortages ➤ GM announces start of production on Chevy Blazer EV ➤ Mazda discontinues MX-30 sales in US ➤ Exxon reportedly in supplier discussions with Tesla ➤ Uber Japan to add dedicated Tesla request option ➤ Tampa announces Tesla transportation service ➤ Cybertruck videos ➤ Ukrainian Powerwall deliveries Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla appears to resume production at Fremont after short downtime ➤ PCE comes in below expectations ➤ Safety response at Giga Texas ➤ Cybertruck line video ➤ NHTSA outlines fuel economy standards proposal ➤ Tesla reportedly continues talks with India ➤ V4 Supercharger installations continue ➤ Tesla updates website, adds demo drives to referral program ➤ Ford talks hybrids ➤ SpaceX to attempt Falcon Heavy launch: https://www.youtube.com/live/5ixbPMe6684 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Bloomberg publishes results of Model 3 owners survey ➤ Musk tests FSD Beta v12 ➤ Project Highland sightings ➤ California attorney general investigation ➤ Reuters special report on Tesla range ➤ Ford beats earnings, lowers EV guidance Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Stellantis CEO comments on Tesla's operating margin decline ➤ FOMC meeting ➤ Automakers form US charging company ➤ Tesla acquisition details ➤ Giga Texas expansion ➤ VW partners with XPENG ➤ Waymo refocuses business plan Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla overtakes Toyota to become the best-selling brand in California ➤ New insured vehicle numbers ➤ V4 Supercharger details ➤ New Tesla Semi charger ➤ Tesla starts FSD Beta 11.4.6 rollout ➤ Cybertruck updates ➤ Energy project expansion ➤ GM to continue producing Bolt EV ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New details from Tesla's 10-Q quarterly filing ➤ Calendar ➤ UBS downgrades TSLA stock ➤ India discussions continue ➤ New Cybertruck photos / video ➤ Twitter begins to rebrand to X Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Giga Berlin expansion plans: https://www.uvp-verbund.de/trefferanzeige?docuuid=250677b6-a8f4-4850-a126-7d3ff82103ba ➤ Expansion details: https://twitter.com/tobilindh/status/1681427020302143488 ➤ New Cybertruck wrap spotted ➤ Tesla begins rolling out software update ➤ Tesla extends financing options in the US ➤ SpaceX gets closer to another test flight ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Join Rob Maurer for live reaction to Tesla's Q2 2023 earnings call ➤ Reaction to shareholder letter: https://youtube.com/live/XoZNcLijT1g Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer discusses expectations for Tesla's Q2-23 earnings report ➤ YouTube version: https://youtube.com/live/fRMAXdXuDrw ➤ Earnings context: https://youtu.be/CUwDiyJFov0 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla announces completion of first Cybertruck at Giga Texas ➤ Analysts increase price targets ➤ Ford cuts F-150 Lightning prices ➤ Tesla Semis spotted ➤ Tesla board settles shareholder lawsuit ➤ Senator Warren urges for SEC investigation ➤ Giga Berlin updates ➤ Tesla steps up promotional activities ➤ More V4 Supercharger photos ➤ Hyundai comments on charging plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Musk elaborates on relationship between Tesla and xAI, comments on FSD and Dojo ➤ New Cybertruck body-in-white ➤ Panasonic reportedly in discussions with India ➤ Musk meets with Malaysian prime minister ➤ FSD Beta update ➤ Supercharger v4 ➤ Model Y Korea ➤ Volkswagen CEO comments ➤ BYD factory proposal Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly presents ambitious plans in India ➤ PPI comes in lower than expected ➤ Cybertruck charging teaser ➤ Report on Model Y registration growth ➤ Tesla tops all brands in Autotrader desirability report ➤ xAI Twitter space scheduled ➤ Musk keynote ➤ Twitter business model change Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk unveils new company: xAI ➤ June CPI ➤ China production ➤ Giga Berlin plans to be published ➤ Tesla expects tax credit reduction ➤ New Jersey continues EV credits ➤ Customizable wiper controls added ➤ Solar Roof lawsuit settled ➤ Q2 Q&A open: https://app.saytechnologies.com/tesla-2023-q2 ➤ Q3 Supercharger voting opened: https://www.tesla.com/supercharger-voting ➤ UAW prepares to kick off negotiations ➤ Lucid announces Q2 deliveries Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla looks to expand Tesla Electric plans abroad ➤ China insured vehicle numbers ➤ Toyota discusses strange plans ➤ Massive Supercharger in Arizona ➤ Cybertruck continues testing ➤ WSJ report on glass incident ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Update on Giga Mexico's progress from Nuevo León's governor ➤ Nasdaq 100 rebalancing impact ➤ Tesla sets quarterly sales record in China ➤ Tesla reportedly lays off battery employees at Giga Shanghai ➤ Automakers briefly sign pricing pledge in China ➤ Tesla Bot hiring at Giga Nevada ➤ Giga Texas production possibly paused ➤ Cybertruck testing videos ➤ Tesla Malaysia updates ➤ Tesla changes base color ➤ FSD Beta 11.4.5 starts employee rollout ➤ Hardware 4 computer ➤ NACS updates ➤ Rivian sales Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Analyzing Tesla's record Q2 delivery and production numbers ➤ Schedule update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Volvo agrees to adopt NACS ➤ SAE fast tracks standardization of NACS ➤ Tesla sets record in China ➤ Tesla brand loyalty shows strength ➤ Chargepoint readies NACS ➤ Stellantis announces charging efforts ➤ Tesla ads Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock downgraded by Goldman Sachs ➤ Deutsche Bank increases delivery estimates ➤ New Cybertruck details ➤ Highland rumors ➤ Giga Mexico report ➤ Spain may be out of factory race ➤ Tesla appears to dip toes into ads ➤ Musk comments on FSD ➤ Starship static fire ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New looks at Cybertruck production processes ➤ Tesla updates Cybertruck reservation page ➤ New Cybertruck patent ➤ Ron Baron expects TSLA to double ➤ Acquisition update ➤ Another state pushes for NACS ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rumors on Tesla's Model 3 refresh ➤ Morgan Stanley downgrades TSLA stock ➤ Cybertrucks spotted in pairs ➤ China extends NEV purchase tax exemption ➤ Musk comments on Dojo, auto wipers, and smart summon ➤ Tesla scores poorly in initial quality survey ➤ Ford conditionally approved for DOE loan Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla subtly drops huge news on AI targets ➤ Barclays downgrades TSLA stock ➤ Musk comments after meeting with Indian prime minister ➤ Tesla reportedly makes stealth acquisition ➤ Texas to require NACS for funding ➤ Giga Texas expansion ➤ Tesla Energy paying off in Texas ➤ Tesla tops most-American car index ➤ Rivian R2 details Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rivian announces plans to implement NACS ➤ Hyundai comments on NACS ➤ Huge energy storage project in Australia ➤ Musk to meet with India prime minister ➤ Tesla likely to invest in France: https://twitter.com/dvorahfr/status/1671194004153675777?s=20 ➤ Cybertruck reportedly arrives in New Zealand ➤ Tesla Semi update ➤ FSD Beta 11.4.4 release notes ➤ "Elon Mode" ➤ China insured vehicle data ➤ Inventory discounts ➤ Steer by wire patent ➤ Toyota working hard Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla announces 4680 battery production milestone ➤ UBS tours Giga Berlin ➤ China expansion reports ➤ New motor rumor ➤ Powerwall rebates ➤ VPP update ➤ Semi recall ➤ Musk interviews in France ➤ Calendar update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk meets with Italian prime minister ➤ Analysts update price targets ➤ Tesla adds free Supercharging incentive to Model 3 ➤ Giga Berlin production reports ➤ Drew Baglino comments on VPP plans ➤ Florida establishes new dealership laws ➤ Tesla bumps price of wall connector Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk comments on Tesla Semi ramp and opening up the charging network at EEI conference ➤ CPI mostly in line with expectations ➤ Hardware 4 radar confirmed again ➤ Stellantis comments on NACS ➤ Toyota shares update on EV plans ➤ Polestar announces Polestar 2 pricing ➤ Waymo expands in San Fransisco ➤ Musk comments on Starship timeline ➤ Discussing battery swapping: https://youtu.be/lm0aOfc-wAc?t=289 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

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➤ TSLA stock ties record streak ➤ Analyst updates ➤ Charging companies start to adopt NACS ➤ White House comments on charging subsidies ➤ Project Highland apparently spotted in China ➤ New record sales in China for 3-month period ➤ FSD Beta 11.4.3 starts to roll out ➤ Tesla signs new lease in Fremont ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ GM announces plan to adopt NACS, access Tesla's Supercharger network ➤ TSLA stock streak continues ➤ Analyst initiates buy rating ➤ Tesla rumored to have interest in Spain factory ➤ Cybertruck production plans, timeline report ➤ Tesla recruits China suppliers for Mexico ➤ Ford scales back Mach-E plans in China Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla stock continues historic run ➤ Canada raises interest rates ➤ Musk meets with Mongolian Prime Minister ➤ Report on Tesla and India ➤ New Tesla Energy project ➤ SolarCity lawsuit ruling ➤ Waymo accident ➤ Volvo unveils new EV Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Image(s) and/or footage used under license from Shutterstock.com Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Plans to include EVs in biofuel credit system reportedly dropped ➤ China insured vehicle numbers ➤ Project Highland sighting ➤ LR Model 3 in inventory ➤ Intel to sell some Mobileye shares ➤ GM reveals Proxima prototype Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Ford CEO Jim Farley explains Tesla's huge lead ➤ Citi, Piper Sandler analyst notes ➤ China May sales ➤ Giga Shanghai increases security ➤ GM CEO Mary Barra discusses EVs ➤ Musk comments on FSD licensing ➤ FSD testing rumors ➤ Tesla adds referral incentives ➤ Panasonic to expand at Giga Nevada ➤ EV credit update ➤ Tesla sets record at Nürburgring ➤ Twitter updates ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla just updated tax credit information for the Model 3 ➤ China to extend EV purchase tax exemption ➤ Cybertruck castings seem to appear at Giga Texas ➤ GM / Stellantis comment on fuel economy penalties ➤ Tesla Track Pack: https://youtu.be/K7j3NP8dWMY Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla rated as number one global automaker in ICCT research report ➤ Tesla publishes conflict minerals report ➤ Elon Musk returns from China ➤ Tesla adjusts inventory discounts as some levels increase ➤ Report on Tesla and India discussions ➤ Model Y dominates Norway market ➤ Giga Texas satellite view ➤ BYD delivers strong sales in May Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly plans early glimpse of updated Model 3 during Musk visit to China ➤ Musk continues meeting with government officials ➤ Tesla to supply massive energy storage project in Arizona ➤ Hardware 4 insight ➤ Musk interview with The Babylon Bee ➤ Lucid to raise more capital Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk lands in Beijing for visit ➤ Tesla SEC filings ➤ Insured vehicle data ➤ Tesla wins lawsuit ➤ FSD Beta 11.4.2 released ➤ Tesla lists job for large language models ➤ Tesla Electric promotion ➤ Ford to send all EV customers NACS adapter ➤ NHTSA closes one Tesla investigation ➤ Colorado updates EV credit ➤ Tesla celebrates Giga Berlin ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Jim Farley and Elon Musk announce major partnership between Ford and Tesla ➤ FSD Hardware 4 starts to roll out to more vehicles ➤ FSD Beta appears internationally ➤ Cybertruck interior photo ➤ Model Y reportedly becomes best-selling car in the world ➤ Report on leaked Tesla safety data ➤ Giga Berlin update ➤ Neuralink receives approval for human trials Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Nvidia rockets after earnings beat, strong guidance ➤ DeSantis Twitter space crashes ➤ Tom Zhu exercises TSLA options ➤ New state adds EV credit ➤ More insight on brand ranking ➤ EV mileage comparison published ➤ Giga Berlin sets up for a possible event Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk teases new factory in interview with The Wall Street Journal, among other topics ➤ Tesla brand reputation sharply declines in Harris poll ➤ New insured vehicle data from China ➤ Tesla broadens FSD Beta availability in US ➤ Judge dismisses lawsuit against Musk ➤ Tesla cleaning: https://tinyurl.com/2re2x233 ➤ Waymo and Uber announce partnership Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Musk performs well in shareholder vote, favorable in Harris poll ➤ Tesla adds commission pay structure in Europe ➤ New BYD battery charge performance ➤ Ford discusses ICE, EV plans in capital markets day ➤ GM announces plans for all-electric Cadillac Escalade ➤ Cruise hits milestone ➤ SpaceX completes crewed launch ➤ The Boring Company update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Deutsche Bank issues analyst note after Shareholder Meeting, factory tour ➤ Tesla Asia publishes promotional video ➤ Tesla applies for China expansion ➤ More reporting on Tesla and India ➤ GM updates range on Chevy Silverado EV ➤ Munro tears down Hummer ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla FSD Beta goes head-to-head with Waymo in Arizona: https://youtu.be/Hv9HtWUf27s ➤ Ford dramatically raises prices on Blue Cruise driver assist ➤ Senators push for mandatory radio ➤ More Tesla and India reporting ➤ Tesla brand loyalty ➤ Roadster acceleration teaser ➤ Cyberquad news ➤ Toyota spreads doubt on EVs ➤ Walter Isaacson's biography on Elon Musk ready for release Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla shareholder meeting reaction ➤ Musk says Tesla will try advertising ➤ Tesla bot update ➤ CNBC's David Faber interviews Musk ➤ Cybertruck towing ➤ Reuters reports Tesla has proposed factory in India ➤ Tesla receives strong reliability score ➤ IDRA receives Giga Press order from legacy OEM ➤ Correction on California market share Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla Daily is back! ➤ Elon Musk appoints new Twitter CEO ➤ Tesla set for shareholder meeting ➤ Tesla Y price increases, sales, wait times, production ➤ Right-hand drive S/X cancelled ➤ FSD 11.4.1 ➤ Highland rumors ➤ Tesla breaks ground on lithium refinery ➤ Giga Texas hit production milestone ➤ Musk meets with Samsung, Macron ➤ Tesla adds vehicles to referral program ➤ Panasonic 4680 delays ➤ BYD cuts price on Seal ➤ Starlink hits user milestone Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla sales in China show strong start to second quarter ➤ Zach Kirkhorn files Form 144 ➤ Calendar preview ➤ Tesla increases S/X prices internationally ➤ Tesla looks for feedback on what to improve ➤ Midnight Cherry Model Y teaser Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly begins production of new Model Y configuration at Giga Berlin ➤ April sales in Europe ➤ Tesla Semi to participate in trucking event ➤ Tesla announces Model S Plaid Track Package ➤ Ford comments on pricing, costs, and strategy on earnings call ➤ Waymo doubles coverage area in Phoenix Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla adds Model 3 Long Range back to US design studio after nearly a year long hiatus ➤ Fed raises rates, hints at potential pause ➤ Tesla files application for "Lithium Lab" ➤ IDRA expands casting equipment ➤ UAW withholds Biden endorsement ➤ The Boring Company receives expansion approval in Las Vegas Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla leadership in Europe reportedly discusses growth plans ➤ Tesla raises prices in the US and China ➤ Extended financing options added in some markets ➤ Housing development in Florida partners with Tesla for solar ➤ Tesla signs lease for new facility in Washington ➤ Unused original Roadsters discovered in China ➤ Ford announces Mach-E updates, reports Q1 earnings Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Alex Potter of Piper Sandler cuts TSLA price target ➤ Ford CEO Jim Farley shares some advice with Tesla ➤ New Cybertruck photos ➤ Ram truck design contest shows interesting trend ➤ Shanghai Model 3 may be heading to Canada ➤ Tesla not taking S/X orders in more right-hand drive countries ➤ Tesla offering discounted financing on Model Y in Germany ➤ Reports of Shanghai factory production break ➤ Fremont factory applications ➤ The Boring Company looks to implement Tesla safety features ➤ Musk comments on FSD Beta ➤ Musk reaches settlement in defamation case ➤ SpaceX launches Falcon Heavy after short delay Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla adds new safety features in over-the-air software update ➤ First Republic reportedly headed into FDIC receivership ➤ PCE report for March ➤ Cruise publishes crash data for first 1M driverless miles ➤ Model Y 7-seat option price change ➤ Tesla updates scope of business in China ➤ Mr. Money Mustache orders a Tesla ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives