Tesla Daily: Tesla News & Analysis

➤ Analyzing Tesla's research and development spending compared to competition ➤ Goldman Sachs has lowered automotive industry forecasts, but raised Tesla expectations ➤ Tesla corrects FSD loophole ➤ LG plans to invest in US battery factory ➤ Elon Musk plans to leave short-lived board stint ➤ Tesla Daily schedule update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer 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 continues impressive run as broader market fades ➤ Looking ahead at the last week of Q1 ➤ Morgan Stanley shares thoughts on Tesla's Master Plan Part 3 ➤ SEC and Tesla discussed regulatory credit reporting ➤ Hertz updates EV page to include Tesla Model Y ➤ Shell offers Tesla vehicle subscriptions ➤ Giga Texas updates ➤ Stellantis and LG announce multi-billion dollar battery factory ➤ Toyota buys back stock ➤ SpaceX raises prices on launches and Starlink Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer 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's comments at Giga Berlin explain why Wall Street is still not properly forecasting Tesla's growth ➤ Tesla delivers first vehicles from Giga Berlin ➤ TSLA stock has best day in months ➤ Giga Fest Texas gets approved ➤ China delivery estimates extended again ➤ SEC responds to Tesla and Elon Musk in legal battle ➤ Nancy Pelosi discloses TSLA trading action ➤ CATL scouts battery factory locations in North America ➤ Nickel finally trades without halting on LME Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer 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 the scope of the next "Master Plan" ➤ Tesla set for first deliveries from Giga Berlin ➤ Nickel prices returning to normalcy ➤ Jefferies issues updated TSLA note ➤ New Tesla energy project in Australia ➤ Tesla China shares new Giga Shanghai manufacturing video ➤ GM begins production of Cadillac LYRIQ ➤ Updates on SpaceX Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Interest in Tesla Model Y sees unprecedented spike along with electric vehicle search activity ➤ Giga Shanghai resumes production ➤ Semiconductor supply chain pressure increases due to earthquake ➤ Tesla asks drone operators to stop filming ➤ Megapacks continue to pile up at Giga Nevada ➤ Update on FSD Beta in Canada ➤ Lucid CEO discusses pricing, supply chain issues ➤ GM recalls a small number of EV Hummers ➤ Update on The Boring Company Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer 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 announces a Master Plan, Part 3 is in the works for Tesla ➤ Update on water supply for Giga Berlin ➤ Tesla reportedly delays $1B bond sale ➤ Conflicting report on Giga Shanghai production status ➤ London Metals Exchange reopens nickel trading ➤ Ford F-150 Lightning efficiency revealed ➤ Maserati announces EV plans ➤ The Boring Company to enter negotiations with San Antonio Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Morgan Stanley tours Tesla's Fremont factory and meets with Tesla's investor relations team ➤ Federal Open Market Committee concludes March meeting, raises rates ➤ Giga Shanghai reportedly halts production ➤ Global Equities Research issues new TSLA note ➤ New references found in Tesla's software ➤ Herbert Diess shares revelation regarding Tesla ➤ Apple car project update ➤ The Boring Company updates Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer 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 implements one of their biggest price hikes ever just one week after raising prices ➤ Mixed PPI report ➤ Rumor on Tesla orders ➤ US Labor Secretary meets with Elon Musk ➤ Tesla Insurance looking to expand to two new states ➤ FSD hardware 4.0 reference reported in new software Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New documents show details of updated Model Y ➤ Tesla stock continues to struggle with macro headwinds ➤ Elon Musk challenges Vladimir Putin ➤ Tesla & SpaceX costs rising according to Elon Musk ➤ Tesla begins releasing FSD Beta 10.11 with many changes ➤ Some factories shut down in parts of China, other concerns increase ➤ Model S and Model X show up at Giga Shanghai ➤ US Senators advocate for Defense Production Act for battery materials ➤ Ford discusses dealerships under new business structure ➤ Stellantis CEO believes they will catch up with Tesla ➤ US changes regulations involving autonomous vehicles Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer 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

➤ Former Tesla board member Steve Westly joins Rob Maurer to discuss Elon Musk, Tesla, disruption, energy, venture capital, and more Timestamps 0:00 Intro 0:45 Westly Group focus 2:50 Disruption of conservative industries 4:44 Finding Tesla 8:44 Becoming a board member 10:44 Tesla's early / present-day ambition 14:28 Current EV landscape 17:37 Tesla's growth 20:53 Volkswagen & China 24:08 Ford's EV Split 28:07 Impacts of autonomy 29:23 Luminar 32:32 Tesla Energy & Solar 36:16 Regulatory policies & California migration 40:00 Early stage interests 44:07 Rob's promise Westly Group: https://westlygroup.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer 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 raises prices in the US and China ➤ Core CPI continues to rise ➤ Tesla's order rates reportedly spike ➤ Elon Musk provides FSD Beta update ➤ Giga Texas production continues ➤ Grimes discloses second child with Elon Musk ➤ Waymo lists vision-only challenge ➤ Rivian reports earnings with shocking operating expenses Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ The SEC finally submits Tesla settlement distribution plan after more than three years ➤ Tesla Texas Giga Fest details ➤ Giga Berlin delivery date set ➤ German politician uses new Tesla term ➤ Tesla passes BMW in the US ➤ Tesla responds to senators' Autopilot inquiry ➤ Leaked email gives insight on Tesla's policies regarding Ukraine ➤ Ukraine receives more Starlink terminals ➤ Porsche to halt production ➤ EPA reinstates state-level emissions policies ➤ Amazon announces stock split, share buyback Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ US announces ban on import of Russian oil and natural gas ➤ EU announces plans to reduce Russian natural gas dependence ➤ Russia plans to halt exports to select countries ➤ Nickel futures pricing continues surging, ends up halted ➤ CPCA reports sales and production for Tesla in China in February ➤ Tesla & Elon Musk seek to terminate SEC settlement agreement ➤ Model Y order holders in Germany asked to confirm account details ➤ Elon Musk to speak at TED 2022 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Nickel prices skyrocket as commodity supply chain uncertainty increases ➤ Elon Musk comments on progress of FSD Beta ➤ More information on status of Giga Berlin water supply ➤ Tesla seeks Giga Fest approval ➤ GM and POSCO announce cathode production factory plans ➤ Ukrainian President Zelensky thanks Elon Musk Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer 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 receives final approval for Giga Berlin ➤ Court rules that water supply permit needs correction ➤ Rumors on Giga Berlin and 4680 production ➤ More information on Panasonic's reported US factory plans ➤ Elon Musk meets with Chinese ambassador ➤ Delivery wait times extended ➤ President Biden mentions Tesla again ➤ Morgan Stanley issues TSLA note ➤ Volkswagen shares more information on next-gen EV plans ➤ Sony and Honda announce intent to partner Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rivian backtracks on price changes, apologizes to customers ➤ Tesla reportedly set to receive final approval for Giga Berlin ➤ New NHRA rule impacting Model S Plaid ➤ Elon Musk comments on FSD Beta for Canada ➤ Class action lawsuit against Tesla and Elon Musk ➤ Panasonic plans new US factory ➤ Comments on Lucid 10-Q filing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Ford announces split of EV and ICE business units ➤ Rivian announces significant price increases ➤ Elon Musk comments on State of the Union address ➤ Report on Giga Berlin ➤ Tesla locks in new lithium supply contract ➤ Polestar shows off roadster concept Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Expected domestic Tesla sales in China reported for February ➤ Tesla recalls a minuscule number of Model S vehicles ➤ Fatal Tesla accident after vehicle reportedly loses power ➤ Cybertruck spotted in Fremont flyover ➤ Volkswagen warns of more production halts ➤ California Public Utilities Commission issues new autonomous driving permits for Cruise and Waymo Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer 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

➤ Reports out of Germany indicate final approval for Giga Berlin may finally be happening ➤ More new Model Ys at Giga Texas and new VIN reported ➤ FSD Beta request button comes to Canada ➤ Tesla and SpaceX offer support to Ukraine, demonstrating their value ➤ Panasonic makes announcement on 4680 batteries ➤ Bernstein increases TSLA price target by 50% ➤ Lucid reports earnings ➤ TechMeme podcast: https://open.spotify.com/episode/14JW6x7C0YphE327sj74D7?si=895d12ca4ac84b21 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Munro & Associates astounded by examination of Tesla's new Plaid electric motors ➤ Daiwa Securities upgrades TSLA stock rating ➤ Report of possible Texas-made Model Y VIN ➤ Elon Musk comments on insider trading investigation ➤ SEC proposes new short selling reporting requirements ➤ Elon Musk gives target for FSD Beta in Canada ➤ Tesla Energy project completed in Alaska ➤ Tesla wins JD Power award for home charging ➤ Volkswagen and Ford halt some production Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer 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 imminent new factory for Tesla ➤ Volatility as Russia invades Ukraine ➤ Report on Giga Texas Model Y and EPA certification ➤ Rumored production milestone for Giga Berlin ➤ Court responds to Tesla's letter regarding SEC's behavior ➤ SEC reportedly investigation Musks for insider trading ➤ Ford CEO explains Tesla's competitive advantages with brutal honesty ➤ NHTSA investigates Honda for unintended braking Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer 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 relationship with White House, battle with the SEC, and Department of Justice investigation of short sellers ➤ Tesla stock drops to five-month low ➤ Tesla files to expand parts production at Giga Shanghai ➤ Former Tesla employee files racial discrimination and safety lawsuit ➤ SpaceX helps reconnect Tonga Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla claims SEC leaked information regarding investigation after court-filed letter from Tesla ➤ SEC responds to Tesla's original claims ➤ Bloomberg misrepresents situation in report on Giga Berlin ➤ Tesla registers insurance company in Germany ➤ Tesla temporarily halts Model S production for upgrades ➤ Elon Musk comments on next-generation gaming progress ➤ Rumors on Tesla's software goals ➤ Aptiv CEO explains Tesla's software lead ➤ Tesla delivers first Model Y vehicles in the UK ➤ Strong resale value for Model Y in China ➤ Tesla launches fleet sales page ➤ CATL investment near Giga Shanghai ➤ Major Tesla energy project halts operations ➤ West Virginia bill seeks to ban over-the-air updates ➤ Volkswagen rumored to seek Porsche IPO ➤ Lucid issues first recall Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla shares significant 4680 battery milestone which hints at production ramp progress ➤ New Tesla casting patent published ➤ Rumor on Tesla and Uber drivers ➤ Reuters compares automotive recalls ➤ SpaceX plans to split stock ➤ Ford rumored to consider splitting off EV business ➤ Thoughts on GM's Ultium batteries ➤ The Boring Company completes proposal for Miami tunnel Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla and Elon Musk push back on the SEC ➤ NHTSA opens new investigation into Tesla Autopilot over phantom braking ➤ More than 100 Model Y vehicles spotted outside of Giga Texas ➤ Tesla offers new retrofit in China ➤ Consumer Reports replaces Model 3 on top-recommended EV list ➤ Decision on state flexibility for emissions standards expected soon ➤ Clarification on lithium discussion Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ United States Department of Justice reportedly investigating more short sellers for conspiracy (https://bit.ly/3JypkY1) ➤ FOMC meeting minutes published ➤ Tesla signs massive lithium contract ➤ China factory rumors ➤ Footage from inside Giga Texas posted on Snapchat ➤ NHTSA approves change to headlight regulation ➤ Tesla rapidly rising in brand consideration ➤ FSD Beta comments ➤ All-electric Hummer specs ➤ Herbert Diess "ask me anything" recap Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Famed Tesla short seller David Einhorn discloses new short position against TSLA ➤ Elon Musk discloses $5.5 billion dollar charitable donation ➤ PPI report comes in higher than expected ➤ Reverse Summon rumored to be expanding internally ➤ CNBC reports on FSD Beta ➤ Tesla updates VIN methodology ➤ South Korea questions Tesla's marketing and sales process ➤ GM announces production restart date for Chevy Bolt ➤ SpaceX and Starlink updates Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer 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 Model Y vehicles spotted at Giga Texas ➤ Leaked information on Tesla's 4680 production rate and yield ➤ CPCA reports on Tesla sales and production numbers for January ➤ BYD rumored to supply Tesla with blade battery in March ➤ Tesla expands non-Tesla Supercharging ➤ Tesla increases Model Y paint prices in Germany ➤ Piper Sandler increases TSLA price target ➤ Super Bowl brings unprecedented amounts of EV advertisement Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Join Rob Maurer for an announcement Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypod... Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer 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

➤ Stock market and TSLA react to inflation news and interest rate expectations ➤ California DFEH moves forward with legal action, Tesla issues response ➤ Yet another over-the-air recall issued by Tesla ➤ Tesla China selects location for design center ➤ Tesla directors leaves for Ford ➤ Canadian automotive supply chain pressure ➤ Toyota reduces production guidance again Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Multiple updates on Giga Berlin approval timeline ➤ Transportation Secretary Pete Buttigieg comments on Tesla ➤ Tesla files over-the-air recall for heat pump issue ➤ Past Tesla crashes resurface ➤ Global Equities Research issues TSLA update ➤ Elon Musk comments on Model X ramp problems ➤ Franz von Holzhausen discusses Tesla Roadster progress ➤ Herbert Diess schedules Reddit AMA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ President Biden mentions Tesla for the first time in his presidency ➤ CNBC reports on steering electronic control units ➤ Berlin water supply hearing is delayed ➤ European Union to discuss new emissions standards inclusive of PHEV data ➤ Senators question Autopilot design in open letter to Elon Musk ➤ Volvo announces mega castings Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla discloses a subpoena from the SEC in regards to corporate governance ➤ Tesla sets new capital expenditures target for 2024, adjusts deferred revenue expectations ➤ Checking in on Giga Shanghai over Chinese New Year ➤ Wall Street Journal article highlights strong Tesla demand ➤ Tesla rumored to be building app store ➤ Ford announces temporary production halts ➤ SpaceX sends team to Fiji Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Munro & Associaties continue teardown of new Plaid Model S, praising Tesla's innovation ➤ Tesla shows off Berlin paint shop processes ➤ New patent may simplify production for Tesla ➤ Ford discusses EV plans and profitability on earnings call ➤ BMW CEO comments on electrification Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer 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 passed Ford on this key metric ➤ Extreme market volatility continues as major earnings reports come in from Amazon and others ➤ Morgan Stanley releases new note on Tesla ➤ Tesla issues voluntary over-the-air recall ➤ Texas receives new battery permit application from Tesla ➤ Supply constraints reportedly hit Tesla's Solar Roof ➤ US Commerce Secretary comments on Tesla and Elon Musk ➤ Elon Musk sets time for Starship update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer 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

➤ White House officials comment off the record on President Biden's refusal to acknowledge Tesla ➤ Washington Commanders use Tesla vehicles in brand launch ➤ Elon Musk's attorney comments on Tesla "funding secured" saga due to ongoing lawsuit ➤ Panasonic provides update on 4680 battery cell development ➤ Update on Tesla's New York factory job requirements ➤ GM reports earnings, comments on EV plans ➤ Volkswagen plans huge EV production capacity in China ➤ Apple patent renews interest in car ➤ SpaceX releases new Starlink product ➤ Tesla China releases new video: https://youtu.be/wdIaa1bLgR0 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Credit Suisse upgrades TSLA stock rating following Tesla's Q4 earnings report ➤ Deutsche Bank issues note after meeting with Tesla Investor Relations ➤ Tesla continues to expand Supercharger pilot program ➤ New feature for Performance Model 3 in China ➤ Interactive Brokers founder shares insight on Tesla investors ➤ Chinese New Year begins Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Does the comparison of Tesla and Amazon's business hold up to further scrutiny? ➤ ARK Invest returns to buying TSLA shares ➤ Tesla product updates ➤ Elon Musk comments on FSD and Tesla Solar ➤ Another piece of Tesla's guidance ➤ Looking ahead to next week Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer 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 has dropped hard after Tesla's Q4 earnings report, here is what investors need to understand about what how TSLA is currently being priced ➤ New Cybertruck photos ➤ Moody's upgrades Tesla's debt rating Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer recaps Tesla's Q4-21 earnings report and conference call ➤ Earnings report reaction: https://youtu.be/7Spfjjm2Vss ➤ Earnings call and reaction: https://youtu.be/pirz73JTD-Y Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer previews Tesla's Q4 earnings report with detailed forecasts and consensus estimates ➤ YouTube link: https://youtu.be/aH9XycsAjrk Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Leaked photos and videos of new Cybertruck prototype show new details ➤ Wild market volatility continues heading into huge week ➤ Rumor on Tesla Supercharging rates ➤ Tesla files lawsuit against investment bank ➤ Tesla's Fremont factory recognized for production level ➤ International updates ➤ Report on Panasonic's 4680 battery cell progress ➤ Lamborghini talks EV plans ➤ GM plans new insurance offering ➤ Rob on Hyperchange: https://youtu.be/mcPZp-E96MA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Join Rob Maurer for a live discussion and Q&A on Tesla. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Volkswagen CEO Herbert Diess comments on Volkswagen's electrification plans, supply chain, and more ➤ Tesla expands insurance offering to more states ➤ Steel Dynamics comments on Tesla supply rumors ➤ Tesla files for registration of new trademark ➤ Canadian Tesla owners voice issues with new cold weather updates ➤ Elon Musk comments on air suspension feature Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Vehicles produced at Giga Berlin spotted outside the country ➤ Piper Sandler analyst Alex Potter issues updated note ahead of Tesla's Q4 earnings report ➤ Tesla updates Solar Roof financing ➤ Elon Musk comments on Tesla Safety Score expansion ➤ Toyota cuts production plans, lowers guidance due to semiconductor shortages ➤ Ford to recognize huge gain from Rivian investment Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New TSLA note from Credit Suisse demonstrates why the market is missing the story on Tesla, again… ➤ Nasdaq continues to struggle as yields rise ➤ Tesla increases price of FSD in the United States ➤ Following up on graphite supply chain ➤ Ford partners with ADT to copy Tesla ➤ Stellantis CEO spreads doubt on EVs ➤ CNBC interview Dan O'Dowd about Dawn Project Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla is criticized in full-page ad in the New York Times ➤ Analyzing Tesla's newest safety data ➤ FSD Beta 10.9 rollout, plus news on expansion ➤ Tesla reportedly asks law firm to fire lawyer from past SEC case ➤ NHTSA in discussion with Tesla over heat pump issues ➤ Important updates from Giga Texas ➤ Elon Musk discusses Berlin travel plans ➤ Supply chain updates ➤ Ryzen processor confirmed to impact vehicle range ➤ Indian state courts Tesla Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla updates Model Y in European design studio ➤ Performance Model Y vehicles spotted at Berlin factory ➤ Elon Musk rumored to visit Giga Berlin ➤ Tesla begins accepting Dogecoin on select merchandise ➤ More videos on Giga Shanghai vehicle exit rate ➤ Additional thoughts on possible Cybertruck delay ➤ Nasdaq will be closed on Monday, January 17 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Media reports on Cybertruck delays ➤ US government reports PPI, initial jobless claims ➤ Automakers halt vehicle production in China ➤ China MIIT reports Tesla December production ➤ Model Y sales rank well in China ➤ Ford hits $100B valuation ➤ Tesla request rejected in court ➤ Elon Musk comments on new Tesla UI Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla puts one of their main competitive advantages on display ➤ Discussing US inflation report and near-term outlook ➤ Analyst updates from Morgan Stanley and Global Equities Research ➤ Brandenburg Economic Minister Jörg Steinbach comments on Giga Berlin water supply case and factory approval ➤ Update on Giga Texas ➤ More information on China sales ➤ Volkswagen reports full-year EV sales ➤ Tesla adjusts Model X Plaid options ➤ Elon Musk comments on Tesla in India ➤ Tesla schedules Q4 earnings report Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives