Tesla Daily: Tesla News & Analysis

➤ Elon Musk teases Tesla Investor Day, shows invitation ➤ Comments on Tesla Master Plan Part 3 ➤ CPCA publishes domestic and export sales for January ➤ NTSB comments on infamous Tesla crash ➤ Musk comments on FSD Beta v11 timeline ➤ PepsiCo send Semi to Super Bowl ➤ SpaceX plans massive engine test 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 auto industry report out of California contains some surprising information on Tesla sales ➤ Fed Chairman Powell speaks ➤ Ron Baron comments on Tesla ➤ New weekly insured vehicle data out of China ➤ Hertz discloses some information on Tesla fleet ➤ GM shares Super Bowl ad: https://youtu.be/jfYdypGqbOs 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 has increased prices on the Model Y after EV credit changes, will it be enough? ➤ Wedbush, RBC increase TSLA price targets ➤ Tesla inventory updates ➤ Musk comments on FSD Beta v11 ➤ Giga Berlin update ➤ Ford comments on EV mishaps ➤ Rivian developing electric bike ➤ Twitter reportedly won't face foreign investor investigation 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

➤ US issues new guidance on EV tax credit, dramatically changing structure ➤ Elon Musk ruled not liable in shareholder lawsuit ➤ Project Highland, Cybertruck prototype commented on by Musk ➤ CPCA releases China January sales ➤ Tesla cuts prices in Taiwan, South Korea ➤ Ford comments on EV profitability 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 Tesla Cybertruck spotted: https://www.instagram.com/p/CoGsJ9iLsSW/ ➤ Tesla increases delivery timeline estimates for some vehicles in the US ➤ Government official comments on Tesla's Mexico plans ➤ US auto market shows strength in January ➤ Ford reports earnings ➤ GM announces new partnership ➤ Honda and GM share hydrogen plans ➤ Nio price cut rumor ➤ Berkshire Hathaway sells more BYD 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

➤ Reuters reports on production plans for Giga Shanghai ➤ Stock markets rise after Federal Open Market Committee meeting ➤ BlackRock increases TSLA position ➤ EV sales in China drop ➤ Warranty reserves increase in Q4 ➤ Musk review Cybertruck prototype ➤ Indonesian president comments on Tesla ➤ Tesla performs well in winter test ➤ Hyundai announces IONIQ 6 EPA range ➤ Rivian plans layoffs ➤ Lotus to go public 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 files annual 10-K report ➤ China insured vehicle reports for last two weeks ➤ Mexico plans commented on by officials ➤ New press at Giga Texas ➤ Ultrasonic sensor replacement testing ➤ More info on Tesla discount 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

➤ Competitors continue to respond to Tesla's price cuts in a variety of ways ➤ Tesla adds promotional offers for Model S/X ➤ Research shows strong customer retention for Tesla ➤ Large number of Semis spotted ➤ Report of "spontaneous combustion" Tesla fire ➤ Shanghai adds EV incentive ➤ Mercedes announces US launch of Level 3 system ➤ GM rumor 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 stock rallies after Q4 earnings report ➤ Recap of key points of emphasis from the earnings report ➤ Tesla discloses new credit line ➤ Motor Trend covers Tesla Semi: https://www.motortrend.com/reviews/tesla-semi-interior-review ➤ Update on possible Mexico factory ➤ Toyota CEO steps down 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

Watch on YouTube: https://youtu.be/cAG-05K_wmA ➤ Tesla announces multibillion dollar expansion plans, new Semi production factory ➤ Tesla slightly increases Model Y price in the US ➤ Ford may sell factory to BYD in China ➤ Tesla Q4 earnings expectations 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

➤ Various data points regarding Tesla interest after price cuts ➤ Tesla inventory levels out ➤ UBS analysts see massive declines in automotive industry earnings ➤ Kia EV9 specs possibly leaked 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

➤ GM announces a nearly $1B investment plan ➤ Dan Ives bullish on Tesla in China after survey ➤ Tesla is a category winner in car of the year awards ➤ Tesla talks heat pump: https://youtu.be/DyGgrkeds5U ➤ Lucid discounts 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 gets a perfect score in advanced driver assistance system competition in China: https://youtu.be/TwABzDLo4rE ➤ PepsiCo shows off Tesla Semis ➤ Giga Berlin updates ➤ Tesla vehicles arrive in Thailand ➤ Tesla adds new Loot Box rewards ➤ Kia discusses recent Tesla price cuts ➤ Hertz announces EV project ➤ Starlink updates 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

➤ Piper Sandler reiterates Overweight rating on TSLA stock, but lowers price target ➤ PPI report comes in lower than expected ➤ Tesla inventory remains following price cuts ➤ Giga Press progresses at Giga Texas ➤ Trial starts in Musk/Tesla lawsuit ➤ Xpeng lowers prices 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 Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla Chief Designer Franz von Holzhausen discusses Tesla Cybertruck and other vehicles on Tesla's roadmap: https://youtu.be/XpTyo2PQq6E ➤ Goldman Sachs and Bank of America lower TSLA price targets ➤ New China insured vehicle numbers ➤ Elon Musk provides FSD Beta updates ➤ Report on 2016 FSD demo video ➤ Hertz and Uber expand EV program ➤ Indonesia comments on Tesla 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

➤ Tesla search interest jumps dramatically after price cuts ➤ Giga Press stands up in Texas ➤ Possible Autopilot hardware leak ➤ Toyota comedy continues 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 cuts prices by up to $13,000 in the United States ➤ Bloomberg report on expansion plans in China ➤ Updates on Indonesia, Mexico ➤ Tesla plans huge facility in Houston ➤ CPI report ➤ Lucid reports Q4 production and 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 Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk comments on reporting of Tesla factory in Indonesia ➤ Tesla surpasses BMW for leadership position in US premium market ➤ Tesla solar inverter white paper ➤ More IDRA shipments arrive at Giga Texas ➤ Tesla Semi update ➤ Cybertruck rumor ➤ Roadster rumor ➤ German automakers push for EU policy changes 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 files for new construction projects at Giga Texas ➤ 4680 Model Y showing up in inventory ➤ China sales, production, and insured vehicle reports ➤ Tesla VP again discusses price cuts ➤ German chancellor meets with Tesla and others ➤ Tesla highlight sales success in Europe ➤ Tesla reportedly lowers Supercharging prices in Europe ➤ GM pushes for EV credit reconsideration ➤ 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 Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ IDRA announces pending shipment of new Giga Press ➤ Bank of America cuts TSLA price target ➤ Model Y wait times increase in China, US ➤ NHTSA comments on Tesla investigation ➤ Tesla updates Autopilot safety report ➤ Elon Musk comments on FSD v11 ➤ Model 3 passes Camry in Australia ➤ Berkshire Hathaway slightly reduces BYD position 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 VP comments on price cuts in China ➤ Market reacts to price cuts ➤ Reviewing Tesla prices over time ➤ IDRA shipments arrive at Giga Texas ➤ Tesla Insurance 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

➤ Tesla has dramatically lowered prices in China and other countries ➤ Production confirmed to be resumed at Giga Shanghai ➤ Tesla adds additional option to Model S/X ➤ Tesla withdraws request in Texas ➤ NHTSA requirement results in some window features being removed by Tesla ➤ Mercedes to launch US charging network ➤ Dodge unveils EV Ram truck 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

➤ Insured vehicle counts in China drop in final week of quarter ➤ Texas places dealership laws on legislative agenda ➤ Update on lithium refinery in Texas ➤ Tesla highlights economic contribution in California ➤ Trademark filing causes confusion ➤ GM reports US sales ➤ Rivian reports Q4 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 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

➤ TSLA stock drops sharply following Q4 delivery report as demand concerns grow louder ➤ Tesla schedules Investor Day for 2023 ➤ EV credit feedback sought by IRS ➤ Tom Zhu reportedly takes on bigger role ➤ Tesla passengers survive fall off cliff ➤ South Korea fines Tesla ➤ Tesla and Piedmont Lithium reach new deal ➤ Neoen announces start of new energy project 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 reports record Q4 delivery and production numbers to wrap up 2022 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

➤ IRS and Treasury Department issue updates on US EV credits ➤ Leaked Elon Musk email to Tesla employees before quarter end ➤ Alex Potter reiterates TSLA price target ➤ Production and delivery estimates for Q4 ➤ Tesla recaps 2022 progress 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 China corrects report on Giga Shanghai production plan ➤ Baird cuts TSLA price target ➤ Tesla crosses major milestone in Norway ➤ Data shows decline in used Tesla prices ➤ Nio reduces delivery guidance ➤ SpaceX hits 2022 launch target 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 provides update on 4680 battery progress ➤ Weekly insured vehicles decline again for Tesla in China ➤ Reports on production in China and comments from Tesla ➤ Tom Zhu role change for Tesla China ➤ Taiwan sales update ➤ Elon Musk on All In podcast 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 rumors and reports on Tesla in China ➤ PCE report ➤ Wedbush cuts TSLA price target ➤ US discounting drives inventory down ➤ Megapack leak ➤ Twitter CEO report 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 discusses, Tesla, Twitter, the macro environment and more in new Twitter Space ➤ TSLA stock drops on the highest volume of the year ➤ Model Y breaks record in Norway ➤ Tesla expands battery footprint in Fremont ➤ Tesla reportedly places order with TSMC 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

➤ Discussing a report on Tesla's planned layoffs and "hiring freeze" ➤ Tesla hiring in Turkey ➤ Elon Musk comments on Twitter CEO position, cash flow ➤ Tesla increases US discount before end of year ➤ Cars covered in Giga Shanghai staging lot ➤ Morgan Stanley reiterates overweight rating on TSLA ➤ CNN reports on "FSD" crash ➤ Quick note on Panasonic 4680s ➤ More IDRA parts at Giga Texas ➤ Chevy Bolt recalled 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

➤ TSLA stock continues to decline as investors raise concerns ➤ Tesla China insured vehicles decline from prior week ➤ Two analysts lower TSLA price targets ➤ Lucid complete capital raise 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 polls Twitter users on whether he should step down as the head of Twitter ➤ Additional reporting on possible Tesla factory in Mexico ➤ Tesla hits Giga Berlin production milestone ➤ More incentives added in China ➤ Oppenheimer downgrades TSLA stock ➤ Deutsche Bank issues TSLA note ➤ New FSD Beta update rolling out to employees ➤ Tesla hits solar milestone ➤ Treasury Department comments on EV credit ➤ Toyota comments on EVs ➤ Starlink passes 1M subscribers 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

➤ Jimmy Soni, author of 'The Founders' joins Rob Maurer to discuss the early days of Elon Musk, the story of x.com and PayPal, where Twitter may be headed, and more. The Founders: https://amzn.to/3V7oGWZ The Soul of A New Machine: https://amzn.to/3jcqGzY Find Jimmy Soni on Twitter @jimmyasoni 0:00 Jimmy Soni & The Founders 0:41 Backstory on the book 4:38 Understanding Elon 10:22 Elon's early days and Twitter motivation 14:25 A vision unfulfilled 16:57 Being wrong 20:20 Organizational change 22:06 Speed 24:02 Elon forced out of PayPal 34:22 Elon's mindset and overcoming challenges 39:55 Elon's motivation & character 47:08 Engineering vs. the world 50:31 Filtering out the noise 53:08 Misconceptions 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. Product links may earn additional revenue for the channel.

➤ Pepsi leadership discusses Tesla Semi and shares new details ➤ Musk to interview with Lex Fridman ➤ Timeline update on FSD V11 ➤ Tesla adds discounts in Europe ➤ Morgan Stanley issues new TSLA note ➤ IDRA parts arrive at Giga Texas 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

➤ Report on possible new Tesla factory location ➤ Elon Musk discloses TSLA stock sale ➤ Giga Texas hits production rate milestone ➤ Tesla launches Tesla Electric ➤ Update on Giga Shanghai ➤ Tesla adds end-of-quarter incentives ➤ FSD Beta 10.69.3.3 begins public rollout ➤ Consumer Reports comments on Tesla reliability ➤ California approves EV charging investment ➤ Ford increases F-150 Lightning prices 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

➤ Goldman Sachs lowers TSLA price target by nearly 25% ➤ Market fluctuates after FOMC meeting ➤ Mixed reporting on Giga Berlin's third shift ➤ More reports of production shutdown denials out of China ➤ Tesla adds new item to shop ➤ Indonesia plans to add EV credit ➤ Redwood Materials announces new battery campus 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, makes commitment to Tesla shareholders ➤ TSLA stock volume hits 52-week high as stock falls to two-year low ➤ CPI report comes in lower than expected ➤ Reviewing China insured vehicle numbers ➤ China to consider stimulus plans ➤ Tesla releases holiday software update ➤ Giga Berlin update ➤ Semi Charger update ➤ EPA report on efficiency 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 photo leaked which appears to show Cybertruck casting ➤ Looking at the calendar for the week ahead ➤ Assessing reporting on Tesla China production ➤ IRS provides update on EV credit changes ➤ Report on initial Taiwan results ➤ Norway crosses EV adoption milestone ➤ Update on Tesla virtual power plant in Texas ➤ Rivian and Mercedes announces partnership pause ➤ Toyota reportedly reevaluates EV 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

➤ TSLA stock outperforms market ➤ PPI higher than expected ➤ Musk comments on Fed / macro ➤ Further reporting on China production ➤ Tesla holiday software update features shared ➤ Tesla opens new megapack project in Belgium ➤ Real estate developer includes Tesla in new project ➤ Possible casting equipment sighting ➤ Stellantis idles Jeep production factory 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 sets production record at Giga Shanghai in November ➤ CPCA reports retail and export sales ➤ Bloomberg reports on shift reductions at Giga Shanghai ➤ Elon Musk comments on macro economic conditions, CEO role ➤ Alex Potter shares insight on China market ➤ Tom Zhu reportedly working out of Giga Texas ➤ Elon Musk reportedly considers margin loan to cover Twitter debt 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 another discount in China ➤ Tesla executives file Form 4s ➤ Report on Tesla CEO position ➤ China relaxes Covid policies ➤ Tesla requests extension from FCC ➤ Thailand design studio opens ➤ Report on Tesla holiday software update ➤ Volkswagen plans investment in Wolfsburg plant 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 applies for Fremont factory updates ➤ Model 3 vehicles spotted with interesting camouflage ➤ Weekly insured vehicle numbers decline in China ➤ Piper Sandler issues Tesla note with research on China market ➤ Wired questions Giga Berlin staffing levels ➤ Tesla shares details on lithium refinery ➤ Volkswagen CEO to present software strategy to board ➤ Apple reportedly delays Apple Car project 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 denies reports of production reduction in December ➤ CPCA reports wholesale sales numbers for Tesla in November ➤ China reportedly plans to continue loosening Covid-19 restrictions ➤ Tesla delivers first vehicles in Taiwan ➤ November registrations for Germany / UK ➤ Musk comments on FSD v11 ➤ Tesla Semi production line report ➤ Interesting Cybertruck design drawing displayed by Tesla ➤ Ford F-150 Lightning sales drop month-over-month ➤ Musk share positive news on Twitter advertisers 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

➤ More information on the Tesla Semi regarding the vehicle's battery, charging, and deliveries to Pepsi ➤ Updates on Tesla in China ➤ SpaceX receives important FCC authorization 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's Franz von Holzhausen discusses Tesla's next vehicle, Tesla's Cybertruck, Semi, and working with Elon Musk: https://youtu.be/xTH3Nm_Ca1g ➤ Market rallies after comments from Fed chairman ➤ California Department of Transportation confirms large Tesla order ➤ Elon Musk meets with Apple CEO Tim Cook ➤ Netflix CEO Reed Hastings defends Musk ➤ Ukrainian President Zelensky comments on Musk 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 weekly insurance numbers out of China show continued strength ➤ Looking at TSLA short interest ➤ South Korean government discusses Tesla factory in more detail ➤ Cybertruck hiring updates ➤ Cybertruck casting machine update ➤ S&P shares research on EV market ➤ Tesla appears to update rear screen in refreshed S/X ➤ Hertz begins adding Superchargers ➤ Tesla updates mobile app ➤ Volkswagen discusses Foxconn 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

➤ Report on refreshed Model 3 coming in 2023 ➤ Updates on Tesla's Giga Shanghai ➤ Giga Berlin reportedly hits record production ➤ Tesla announces launch in Thailand ➤ Elon Musk comments on Semi test ➤ Tesla opens FSD Beta to all North American customers ➤ Report on Tesla semiconductor partnership ➤ Elon Musk mentions possibility of making phone ➤ Aptera announces use of NACS 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

➤ TSLA stock upgraded by long-time Tesla bear ➤ FOMC minutes released ➤ Morgan Stanley issues new note on Tesla ➤ Wedbush comments on Tesla ➤ Elon Musk notes possibility of factory in South Korea ➤ BYD plans price increase in China ➤ Tesla reportedly planning to add Dolby Atmos functionality ➤ Musk comments on v11 release ➤ Australia moves forward on EV credit 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 Autopilot engineers discuss FSD training, simulation progress ➤ BazelCon: https://youtu.be/ol5hwjr48Q4 ➤ Price cut rumor reporting in China ➤ New weekly insured vehicles numbers in China ➤ Volkswagen lowers China sales target ➤ Tesla updates referral program in the US ➤ Supercharger milestone ➤ Model Y Track Mode update ➤ FSD Beta expands to more owners ➤ Pininfarina Battista sets new acceleration records ➤ Sony / Honda comments on differentiating from Tesla 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