➤ Tesla job listing suggests major new project for Tesla in China
➤ Bloomberg reports on Tesla discussions with CATL for US battery factory
➤ New insight on Tesla’s mapping capabilities
➤ CNBC reports inaccurate Solar Roof information
➤ Tesla releases Gigabier in Europe
➤ Elon Musk becomes most-followed person on Twitter
➤ Ford raises F-150 Lightning Pro price again
➤ Porsche announces price increases for 2024 Taycan

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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

➤ BYD reports increased profitability for 2022
➤ Piper Sandler, Baird issue updated TSLA notes
➤ New Form 4 filing
➤ Drew Baglino talks batteries
➤ Tesla updates language on EV credit
➤ Giga Mexico site toured by government officials
➤ UAW President and Vice President comment ahead of negotiations
➤ Kia EV9 specs
➤ Musk urges halt on AI development

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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

➤ China insured vehicles data indicates a record quarter for Tesla
➤ New video shows off Cybertruck’s steering capabilities
➤ Tesla submitted permits for Giga Texas expansion
➤ NHTSA announces another investigation into Tesla
➤ Cox Automotive forecasts record Q1 sales for Tesla in US
➤ Air Force’s chief scientist mentions Tesla’s autonomy developments
➤ EV battery stats from Recurrent
➤ Bloomberg Tesla survey: https://bloom.bg/42LEYd5
➤ Lucid announces layoffs

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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 achieves new production rate milestone at Giga Berlin
➤ New purchase incentives added by Tesla ahead of quarter end
➤ Model S/X inventory check
➤ Analyst notes discuss pricing expectations
➤ Tesla starts rolling out FSD Beta v11.3.3 to more customers
➤ New Cybertruck sighting
➤ China updates
➤ Tesla teases Turkey launch

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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 started to rollout updated park assist feature for vehicles without ultrasonic sensors
➤ FSD Beta v11.3.3 starts to roll out
➤ Tesla updates Safety Score with version 2.0
➤ UBS publishes brand survey results
➤ Ford announces T3 next-gen truck
➤ CATL comments on solid state batteries

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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 separates business units, revealing EV profitability for the first time
➤ Electrek reports on Tesla’s EV tax credit expectations
➤ Tesla begins offering extended warranties
➤ New charging product

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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

➤ China Association of Automobile Manufacturers urges for stability following pricing volatility
➤ Rumor on Shanghai expansion plans
➤ Giga Texas update
➤ Giga Mexico update
➤ Nio comments on sales targets
➤ Volkswagen shares 2023 financial services guidance
➤ FOMC March meeting takeaways

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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 momentum continues in tough China market
➤ More reporting on BYD production stoppage
➤ CATL starts new battery production
➤ Possible sign of additional Giga Press for Texas
➤ Hardware 4.0 insight from new owner
➤ Rumors on Tesla’s Project Highland
➤ Bloomberg begins new Tesla survey
➤ The Boring Company seeks further Vegas expansion

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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 credit rating upgrade from Moody’s
➤ Credit Suisse acquired by UBS
➤ Tesla begins FSD Beta 11.3.2 rollout, possible progress on USS replacement
➤ Washington Post article on FSD
➤ Morgan Stanley TSLA note
➤ Solar optimization update
➤ New test drive hub in Europe
➤ Oregon halts EV credit
➤ BYD may be throttling production
➤ Xpeng reports earnings
➤ Toyota talks future plans
➤ SpaceX update

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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 expansion plans for Giga Berlin
➤ Banks back First Republic
➤ Clarification on prior episode
➤ Tesla tops JD Power home charging survey
➤ Polestar teases EV update
➤ Starship update

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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 wait times increase in Europe
➤ Bank fears continue
➤ PPI report below expectations
➤ Tesla plans to continue rolling out V11 FSD Beta
➤ Refreshed S/X arrive in China
➤ Tesla wins defamation suit in China
➤ V4 Supercharger officially opens
➤ Tesla adds steering wheel retrofit to shop
➤ Mississippi curtails direct sales efforts
➤ Volkswagen announces low price EV
➤ GM CMO retires
➤ Cruise announces Origin launch in Austin

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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 sales are surging in China ahead of quarter end
➤ Contact form: https://forms.gle/FuzXMtUF9swXzj8M6
➤ CPI comes in higher than expectations
➤ Elon Musk, BYD comment on report
➤ V4 Supercharger update
➤ Tesla releases branding iron
➤ OpenAI releases GPT-4

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#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

➤ Fed backs bank depositors as SVB, Signature Bank collapse
➤ Rate expectations drop
➤ Various Tesla SEC filings
➤ Wolfe Research downgrades TSLA stock
➤ Report on Tesla’s use of BYD batteries
➤ Tesla opens up Powerwall sales
➤ Tesla releases updates safety report
➤ Report on Plaid Model S top speed
➤ VW cuts prices in China
➤ Rivian and Amazon discuss ending exclusivity clause
➤ Starlink update
➤ Calendar

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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

➤ Silicon Valley Bank collapses, stoking fear in markets
➤ Unemployment rises
➤ Tesla China production and sales report
➤ BYD cuts price, dealer reportedly pushes Tesla misinformation
➤ Materials partner reports
➤ Tesla lists jobs for new gigafactory
➤ Microsoft mentions GPT-4 launch
➤ Calendar

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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 massive employee buyout plan
➤ Tesla introduces new color to Model S and Model X, other updates
➤ Tesla adds new Cybertruck positions at Giga Texas
➤ Morgan Stanley note discusses Cybertruck market potential
➤ EU pushing US on tax credit structure
➤ Silicon Valley Bank crashes

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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 begins to expand FSD Beta v11.3.1 to outside customers
➤ Fed’s Powell continues Senate discussion
➤ Berenberg downgrades TSLA stock
➤ NHTSA opens preliminary investigation on Tesla
➤ China February sales
➤ Tesla inventory spikes

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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 insured vehicle and sales numbers after the first two months of the quarter for Tesla and BYD
➤ Fed’s Powell comments on rates
➤ FSD Beta v11.3.1 appears to begin rollout
➤ New comments on Giga Mexico timeline
➤ Giga Berlin update
➤ Musk comments on Tesla, Twitter, SpaceX at conference
➤ Rivian plans debt offering

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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 in Europe, United States
➤ Tesla adjusts Megapack prices, new project comes online
➤ New Model X owner appears to have Hardware 4.0
➤ Giga Shanghai tour video: https://www.youtube.com/live/KmGaAcWbRMk
➤ Report on Tesla safety
➤ Report on Cybertruck orders
➤ Waymo layoffs

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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 Tesla’s plans for Giga Mexico following Investor Day
➤ Tesla approved for tax breaks in Nevada
➤ China insured vehicle update
➤ Model Y update report
➤ Ford increases EV production plans
➤ Next week’s calendar

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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 the major takeaways from Tesla’s Investor Day

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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 achieves new production milestone at Giga Berlin
➤ Tesla adds new discounted Model S/X inventory
➤ S&P loyalty report shows Tesla dominance
➤ New Cybertruck video
➤ Tesla provides info on FSD Beta recall
➤ New Street Research shares next-gen expectations
➤ Update on Mexico
➤ BMW talks hydrogen
➤ Tesla Solar expands to Milwaukee
➤ Calendar

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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

➤ Legacy automakers are under pressure from new dealership regulations in some states
➤ PCE report comes in higher than expected
➤ President of Mexico comments on Tesla
➤ Tesla lowers prices in Denmark
➤ Tesla files steel alloy patent
➤ Ford extends F-150 Lightning shutdown

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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 & derivative

➤ Tesla appears to tease new vehicle sketches in engineering update presentation
➤ Low jobless claims, revised PCE numbers
➤ Deutsche Bank increases TSLA price target
➤ Numerous rumors on Tesla hardware and software updates
➤ Cybertruck appearance at HQ update
➤ New wheel design spotted
➤ Tesla testing Magic Dock adapter on Superchargers
➤ Model Y earns safety honor
➤ GM to pause some truck production

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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 headquarters update with California governor
➤ FOMC February meeting minutes
➤ Apparent FSD camera updates spotted
➤ More FSD Beta v11.3 impressions
➤ New Cybertruck prototype videos
➤ Lucid earnings report and 2023 guidance
➤ SpaceX adjusts Starlink prices

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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 FSD Beta v11.3 release notes
➤ Hardware 4.0 and generation 3 rumors
➤ Driver shares thoughts on Tesla Semi
➤ Tesla signs offtake agreement for anode materials
➤ China insured vehicle report
➤ Toyota US EV plans
➤ SpaceX update

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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

➤ Bloomberg reports Tesla has interest in acquiring lithium mining company
➤ Updates on Giga Shanghai
➤ Tesla raises prices again in various regions
➤ Tesla responds to union busting allegations
➤ FCC radar documents released
➤ Tesla ends energy partnership in UK
➤ GM comments on EVs
➤ Calendar preview

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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 makes surprising admission on competitive position
➤ Producer price index comes in higher than expected
➤ FOMC members comment on rates
➤ Tesla issues voluntarily over-the-air recall on FSD Beta
➤ Model S/X owners offered upgrade incentive
➤ Renault comments on Tesla’s price cuts

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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

➤ Significant new details on Tesla’s next-generation FSD hardware likely leaked
➤ Barclays issues TSLA update
➤ New Tesla SEC filings
➤ Some Tesla delivery estimates move out
➤ Tesla, US Government share major Supercharging network updates
➤ Giga Shanghai reportedly pausing for upgrades
➤ Government official comments on Tesla and Mexico
➤ Giga Berlin battery production update
➤ Musk discusses Twitter CEO position
➤ Tesla posts robot video

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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

➤ Workers at Tesla factory publicize unionization efforts
➤ January CPI report
➤ Renaissance Technologies buys TSLA shares in Q4
➤ China insured vehicle numbers drop week over week
➤ Model 3/Y declared eligible for California rebate
➤ Tesla updates service display
➤ EU ban on ICE vehicles moves forward
➤ Ford pauses F-150 Lightning production, announces battery factory
➤ SpaceX update

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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

➤ Pepsi provides more insight into Tesla Semi program so far: https://youtu.be/l-BVM673pDs
➤ Elon Musk comments on Investor Day, other calendar updates
➤ Tesla further adjusts prices in the US
➤ Super Bowl advertisements from automakers decline significantly
➤ FSD Beta updates
➤ Tesla updates solar design studio
➤ Investor disclosures on TSLA positions
➤ Incoming Toyota CEO comments on EVs

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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 gigawatt hour scale energy project finalized
➤ Tesla increases price on Model Y in China
➤ Tesla filing mentions next generation Autopilot hardware
➤ Tesla Semi charging update
➤ EV charging funding details to be announced soon
➤ President of Mexico comments on Tesla
➤ Giga Berlin faces regulatory pushback again
➤ Giga New York update
➤ Volkswagen to accelerate EV plans

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#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

➤ Discussion on Tesla’s generation 3 platform and Investor Day
➤ New Tesla SEC filings
➤ China January production numbers
➤ New Cybertruck image
➤ Tesla adds more 4680 Model Y to inventory
➤ 2023 Model 3 distinctly separated in accessory menu
➤ Redwood Materials announces government loan
➤ SpaceX completes static fire, discusses Starlink business

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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 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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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#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

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#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

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#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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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#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

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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

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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

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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

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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

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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

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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

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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

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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

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#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

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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

➤ Interesting development in Australian energy market could have implications for Tesla Energy
➤ Tesla brings new energy storage project online in UK
➤ China concerns rise
➤ Report on TSMC and Tesla
➤ FSD Beta v11 full release notes
➤ Peterson exhibit opens
➤ Apple Music appears to be coming soon to Tesla vehicles
➤ Two more over-the-air recalls
➤ Volkswagen’s OTA update

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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 Safety Score, adds new scoring factor
➤ Peterson exhibit opens to media
➤ Tesla Insurance expands to new state
➤ Model S/X imminent in Switzerland
➤ Tesla adds new shop items

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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

➤ Volkswagen reportedly makes major changes to EV plans
➤ Bullard, George comment on rates
➤ Tesla tops EV Net Promoter Score survey
➤ Italy added to expanded Supercharger test
➤ Musk emails Twitter managers
➤ GM discusses EV profitability
➤ Cruise expands hours of operation

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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 board member says in court that Elon Musk has identified a potential successor for the CEO position
➤ PPI comes in below expectations
➤ Musk discusses Twitter position in court
➤ Tesla Semi production discussed
➤ Tesla sets Semi launch event
➤ Musk comments on FSD Beta V11 rollout
➤ Tesla plans to update safety score
➤ 4680 battery update: https://youtu.be/4XOHetABrag
➤ Tesla updates wait times in China
➤ New insured unit data
➤ Model S receives 5-star ENCAP rating
➤ Bank of America cuts TSLA price target
➤ Munger comments on Musk, Tesla
➤ George Hotz may work at Twitter
➤ Yellen comments on Twitter
➤ Redwood Materials signs deal with Panasonic
➤ Lucid announcements

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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 begins rolling out FSD Beta version 11 to some employees
➤ Fed officials discuss lower rate increases
➤ Elon Musk interviewed at B20 summit
➤ Tesla crash draws questions in China
➤ Tesla retains top selling spot in California
➤ Model 3 receives 5-star Green NCAP score
➤ Tesla continues hiring solar installers
➤ Musk comments on Twitter, SpaceX, Tesla buyback
➤ SEC charges S&P

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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 denies Reuters report on China exports
➤ China loosens Covid-zero policies
➤ Report on Tesla China plans
➤ Clarification on insurance bonuses
➤ Tesla opens charging connector in push for new standard
➤ Tesla to hold Semi delivery event
➤ Semi shows up in Tesla app
➤ Clarification on Musk Twitter comments

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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 recovers alongside markets after CPI report
➤ Wedbush removes TSLA from best ideas list
➤ Tesla opens Cybertruck production job listings
➤ Electrek reports on Tesla solar cancellations
➤ New Quicksilver paint spotted
➤ Twitter updates

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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 drop on high volume
➤ Walking through the math on Elon Musk’s stock sales and Twitter requirements
➤ Tesla sets production record at Giga Shanghai
➤ More discussion on China demand
➤ EV tax credit changes proposed in Congress
➤ Tesla establishes new warehouse in Germany
➤ Foxconn discusses EV plans
➤ Rivian reports Q3 earnings
➤ Elon Musk shares more on Twitter plans
➤ Twitter notes: https://bit.ly/3NVyxgt

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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 sells TSLA stock
➤ Tesla implements insurance rebate after cutting prices in China
➤ Zach Kirkhorn Form 4
➤ Over-the-air recall of Model S/X
➤ Tesla China’s domestic and export sales for October
➤ New feature coming soon
➤ Tesla investor relations team recognized
➤ Musk comments on Twitter activity levels
➤ Lucid reports Q3 earnings

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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 shares some thoughts on Elon Musk’s latest actions
➤ Update on macroeconomy
➤ Tesla plans to file application for Giga Berlin expansion
➤ Model Y receives new EPA certification
➤ Model S Plaid registered in Norway
➤ Tesla to open some Australian Superchargers
➤ Sweden cuts EV incentives

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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

➤ Ron Baron interviews Elon Musk about Tesla, Twitter, SpaceX
➤ Ron Baron shares valuation expectation for Tesla stock
➤ Tesla updates customers on incentive deadline
➤ Tesla applies for telecom license in Canada
➤ Japan, South Korea push back on EV incentive plans

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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

➤ CPCA reports Tesla China’s sales for October
➤ Baron Funds possibly interviewing Elon Musk: https://bit.ly/3T5yRKG
➤ Tesla commences Berlin expansion, reportedly preparing third shift
➤ New software update contains ultrasonic sensor replacement code
➤ IDRA shares work on new Giga Press
➤ German Tesla registrations for October
➤ Q3 market share for BEVs in Europe
➤ Goldman Sachs issues report on Tesla Bot
➤ Ford reports October EV sales
➤ Canada tightens foreign investment regulations
➤ Saudi Arabia and Foxconn partner for EVs

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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 alongside market following FOMC statement and press conference
➤ FSD Beta 10.69.3 begins rolling out
➤ Nio suspends production in China
➤ Tesla closes first store in China
➤ Frito Lay plans massive solar array
➤ Details on new Model Y suspension
➤ Northvolt reevaluates factory plans

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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

➤ Release notes for FSD Beta 10.69.3 leaked ahead of broader rollout
➤ Tesla China insured units for October
➤ Report on Cybertruck production timeline
➤ Tesla employees reportedly help out at Twitter
➤ Panasonic to begin battery factory construction
➤ Toyota reports earnings
➤ SpaceX launches Falcon Heavy

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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’s former director of AI, Andrej Karpathy, discusses his time at Tesla, the decision to leave, the current state of FSD, and much more: https://youtu.be/cdiD-9MMpb0
➤ Tesla discloses Giga Texas production milestone
➤ FSD Beta update
➤ GM halts Twitter ads
➤ Tesla Semi testing spotted
➤ George Hotz steps down at Comma AI

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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 begins expansion work at Giga Berlin
➤ Elon Musk closes Twitter deal
➤ European Union agrees on ban of internal combustion engine vehicle sales by 2035
➤ Personal consumption expenditures reported for September
➤ GM comments on EV credits

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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 the auto industry’s “valley of death”
➤ Amazon, Apple report earnings
➤ Uber provides updates on Tesla usage through Hertz partnership
➤ Tesla Model 3, Cyberquad for Kids recalled
➤ SEC reportedly investigating FSD marketing
➤ Tesla lets term sheet for lithium expire
➤ Model Y is best selling vehicle in Europe in September

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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 heads to Twitter HQ and they let that sink in
➤ Tesla reportedly under Department of Justice investigation
➤ Video of Tesla’s new energy Megafactory
➤ Multiple Tesla Semis spotted ahead of deliveries
➤ Ford pivots on autonomous strategy
➤ GM apparently borrows some media

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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 posts updated on 9000T Giga Press for Cybertruck
➤ Reports on Elon Musk’s Twitter acquisition
➤ Tesla Semi receives EPA certification
➤ Tesla receives funding for Superchargers in Australia
➤ GM beats earnings expectations, inventory grows

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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

➤ Understanding the impacts of Tesla’s price cuts in China
➤ Tesla files 10-Q report after Q3 earnings
➤ Elon Musk reportedly discussing Tesla investment in Mexico
➤ Toyota rethinks EV plans

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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 introduces new Midnight Cherry Red and Quicksilver colors
➤ Rate increase expectations decline on Fed comments
➤ Supplier reportedly comments on next-gen FSD hardware
➤ Musk comments on next FSD Beta release
➤ Tesla opens Supercharger location voting

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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 discusses key points that may have been under-appreciated in Tesla’s Q3 earnings report

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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

➤ Texas approves pilot program for distributed energy resources
➤ Elon Musk to participate in Tesla earnings call
➤ Correction on analyst consensus
➤ Tesla Semi VIN decoder
➤ Elon Musk comments on Smart Summon feature
➤ Tesla tops VW in BEVs in Germany
➤ Foxconn shares interest in Tesla partnership
➤ GM unveils Cadillac Celestiq
➤ Rolls Royce unveils Spectre EV
➤ David Trainer interview: https://youtu.be/C0Fl6JBQgrc

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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 walks through what to expect for Tesla’s Q3 2022 earnings report and conference call
➤ YouTube link: https://youtu.be/7OH9p7ubbH4

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Executive producer Jeremy Cooke
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Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla stock closes at new 52-week low
➤ Inflation expectations rise
➤ Q3 earnings call question voting: https://app.saytechnologies.com/tesla-2022-q3
➤ Handelsblatt reports on Giga Berlin battery production plans
➤ Cybertruck appears to be under cover at Giga Texas
➤ China demand rumor
➤ Sensor updates

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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

➤ Elon Musk vaguely replies to commentary by one of Tesla’s biggest shareholders
➤ Consumer Price Index comes in higher than expected, volatility ensues
➤ Further analysis on possible buyback: https://youtu.be/uBXKaT_BpZg
➤ FSD Beta 10.69.3 expected release date
➤ Possible major changes to EV tax credit
➤ Volkswagen announces multibillion dollar investment

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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’s recent part adjustment should may save billions over the next few years
➤ Assessing PPI report and FOMC minutes
➤ Tesla partners on new safety feature
➤ S/X deliveries imminent in China
➤ Euro NCAP comments on Tesla software
➤ Toyota exec complains about perception
➤ Lucid announces Q3 production
➤ Polestar unveils Polestar 3

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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’s sales and production numbers for China in September have been posted, here is what we can take away from the reports
➤ Model S/X receive approval for tax exemption in China
➤ EV startup announces plans to use Tesla parts
➤ GM announces new business unit
➤ The Boring Company releases new novelty product

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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

➤ Analysts lower price targets, Morgan Stanley comments on demand destruction
➤ Twitter acquisition update
➤ China wholesale sales for September
➤ Tesla Model Y tops sales chart in September
➤ Musk comments on FSD Beta
➤ Rivian recalls most vehicles

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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 suffers worst week in more than 18 months
➤ IDRA confirms building and testing complete for Cybertruck casting
➤ Musk comments on Cybertruck boating ability
➤ Financial Times interviews Musk
➤ FSD Beta update
➤ Pepsi comments on Tesla Semi
➤ 4680 rumor
➤ Contact form: https://forms.gle/FuzXMtUF9swXzj8M6

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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

➤ Contact form: https://forms.gle/FuzXMtUF9swXzj8M6
➤ Tesla credit rating upgraded by S&P
➤ Giga Berlin plans leak from employee meeting
➤ Tesla begins Tesla Semi production, announces delivery date
➤ Shanghai adjusts EV-related incentive
➤ China exports
➤ Twitter merger updates

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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

➤ Understanding all of the latest news on Elon Musk’s possible acquisition of Twitter
➤ Tesla, other electric vehicles likely to be granted access to huge renewable energy credit market
➤ More information on credits: https://youtu.be/5q2OO7YgKVA
➤ Tesla pushes new FSD Beta update
➤ Mizuho lowers TSLA price target
➤ Ford raises F-150 Lightning prices again
➤ Musk interviewed about X Prize: https://www.diamandis.com/podcast/elon

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#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 sends letter to Twitter attempting to close deal at original offer price
➤ Discussing remaining financing for Twitter deal
➤ Tesla announces ultrasonic sensor removal
➤ Rivian announces Q3 production numbers

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#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 stock has worst day in months following Q3 delivery report
➤ Discussion on where Tesla is at following the report, and why investors’ concerns have risen
➤ Understanding Tesla’s inventory
➤ Updates out of China
➤ Analyzing a supposed production plan reported by Reuters
➤ Giga Berlin production news
➤ Tesla reportedly expanding Giga Nevada
➤ Google and Tesla reportedly exploring partnership

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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 reported record quarterly production and delivery numbers for the third quarter of 2022

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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

➤ Elon Musk comments on AI Day ahead of event
➤ AI Day expectations
➤ Musk comments on Cybertruck
➤ Tesla Energy products survive hurricane
➤ S&P brand loyalty study
➤ Interesting data points on US car market
➤ New Musk texts disclosed in Twitter case
➤ Porsche IPO
➤ Quick notes

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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 appoints new board member
➤ Piper Sandler lowers TSLA price target
➤ Citi issues updated TSLA note
➤ Walking through Q3 delivery and production estimates

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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 email from Tesla management ahead of quarter end
➤ Insured Tesla vehicle report bounces back in China
➤ Reuters reports on Tesla production rates in Shanghai
➤ Reports of delivery windows moving up in Australia
➤ AI Day updates
➤ Treasury Department comments on EV tax credit
➤ Hertz comments on Tesla rentals, partners with BP

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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 and Twitter CEO Parag Agrawal both delay depositions in Twitter acquisition case
➤ Fire at Giga Berlin draws comments from water association
➤ China extends NEV tax exemption as expected
➤ Report on China delivery target
➤ Influencers offered payment to read anti-Tesla script for film
➤ Ford confirms badge shortage
➤ Cruise vehicles get stuck in San Francisco
➤ Musk comments on Starlink terminal production

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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 to release new energy, Supercharging features in software update
➤ Looking ahead to next week’s calendar
➤ Musk to be deposed in Twitter case
➤ Interesting Tesla Bot job listing
➤ Tesla may be shifting to exports from Shanghai
➤ Musk appears on Jay Leno’s Garage
➤ SpaceX updates
➤ Hertz / GM order
➤ Toyota cuts production plans

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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 returns to cover the biggest stories over the last week including interest rate hikes, China demand, Texas production, Berlin batteries, FSD Beta, and more.

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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 considers reallocating production equipment from Berlin
➤ PPI report causes less panic than CPI
➤ Schedule updates
➤ Giga Shanghai production impacted
➤ Analyst rating and price target changes
➤ Canadian minister visiting California
➤ Special code reported for crash tests
➤ Ford gives dealers ultimatum

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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

➤ Markets suffer worst day in years on hot inflation data, TSLA outperforms
➤ Tesla’s head of investor relations presents at Goldman Sachs conference
➤ Details from Supercharger site plans
➤ New radar shows up in Tesla parts catalog
➤ Tesla reportedly adding alternative routes to navigation
➤ FSD Beta 10.69.2 rolls out
➤ Former head of Twitter security testifies to Congress

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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

➤ A leaked recording of a Tesla executive presentation reveals new details on Tesla vehicle and energy product production
➤ Tesla files application for refining project in Texas
➤ Neuralink plans offices in Texas
➤ Tesla seeking public feedback on Berlin project

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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 August despite downtime
➤ Chengdu lockdowns extended
➤ Tesla expands hiring for Megafactory
➤ Elon Musk comments on Tesla service
➤ Tesla polls for new Supercharger locations
➤ Mercedes-Benz and Rivian announce partnership agreement
➤ Chevy announces more details on EV Equinox
➤ Elon Musk comments on Apple & Starlink

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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 new Model Y breaks Euro NCAP safety rating record
➤ Estimated wait times drop again in China
➤ Canadian minister comments on Tesla communication
➤ S&P responds to inquiry on Tesla’s credit rating
➤ Tesla plans new largest Supercharging location
➤ Giga Berlin receives cosmetic upgrade
➤ Delaware court responds to amendment arguments in Twitter case
➤ Apple announces satellite connectivity with iPhone 14

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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 issues new note on TSLA after meeting with investor relations
➤ Wolfe Research upgrades TSLA to Buy rating
➤TrueCar estimates August sales for Tesla
➤ China insured vehicle report
➤ FSD beta rollout expands as Tesla increases price
➤ Elon Musk comments on Powerwall supply
➤ Battery “experts” share thoughts on Tesla’s 4680 progress
➤ Fleetpool announces Tesla ordering milestone
➤ Twitter case update

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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

➤ Moody’s responds to inquiry about Tesla’s credit rating, attempts to justify non-investment grade rating
➤ Nord Stream 1 pipeline halted
➤ Calendar for the week ahead

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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

➤ CPCA official comments on Tesla’s Shanghai sales for August
➤ Tesla continues lobbying in Canada
➤ Piper Sandler increases TSLA price target
➤ California Senate passes bill regarding marketing of ADAS features
➤ Tesla delivers first Model Ys to Japan
➤ AXA apologizes for stunt
➤ Volkswagen unable to meet software target
➤ Cruise issues voluntary software recall

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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 reduces delivery date estimates on Model Y in US and China
➤ AXA Insurance carries out nonsensical test
➤ Tesla begins deliveries of Model Y in Singapore
➤ Full interview of Elon Musk at ONS: https://vimeo.com/744634172
➤ Tesla VPP serves another event in California
➤ Giga Berlin event planned
➤ Ford & Rivian push for fewer mining restrictions
➤ BMW celebrates hydrogen
➤ NASA selects SpaceX for more crewed missions
➤ SpaceX static fire test

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#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

➤ Rumors of new innovations for Tesla’s 4680 batteries: https://youtu.be/L_G-ic-aWvM
➤ Tesla files for battery-related building permit in Fremont
➤ More thoughts on the new advanced manufacturing production credits
➤ Tesla challenges dealership laws in Louisiana
➤ FSD Beta 10.61.1 begins rolling out
➤ J.D. Power releases innovation survey results
➤ Elon Musk adds to list of reasons for Twitter termination
➤ Lucid files to potentially raise up to $8B
➤ Royal Caribbean cruise business announces SpaceX partnership

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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 Inflation Reduction Act changes more than the EV tax credit, it outlines massive credits for battery production putting billions at stake for Tesla and others
➤ Analysts continue to react to Giga Berlin tours
➤ Checking in on power restrictions in Sichuan, China
➤ 4608 packs pile up at Giga Texas
➤ Elon Musk speaks at ONS conference
➤ FSD beta updates
➤ Tesla announces virtual power plant project in Japan

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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 opens orders for RWD Model Y across Europe
➤ Market falls after Fed comments
➤ Tesla to leverage SpaceX technology
➤ Jefferies updates targets after Berlin tour
➤ Panasonic reportedly planning another US factory
➤ Ford raises Mach-E pricing
➤ Musk’s request called absurdly broad in Twitter hearing

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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

➤ Analysts react to tours of Giga Berlin
➤ Rumors on Giga Berlin production rates
➤ FSD Beta release schedule update
➤ Ron Baron comments on Tesla and SpaceX investment expectations
➤ Nvidia discusses Tesla GPU purchase
➤ Tesla sends cease and desist letter to Dan O’Dowd
➤ Toyota EVP pursues gaslighting strategy on electric vehicles

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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 completes final trading day before stock split
➤ China automakers lagging behind Tesla profitability in China
➤ Giga Texas production rumor
➤ Tesla presents at Hot Chips conference
➤ Hot Chips 1: https://bit.ly/3Cp85bs
➤ Hot Chips 2: https://bit.ly/3ALuYEQ
➤ California plans to ban ICE sales by 2035
➤ Volkswagen and Mercedes-Benz secure minerals agreements
➤ Twitter whistleblower fallout continues
➤ Full Twitter complaint: https://bit.ly/3KmWxr1
➤ SpaceX set to announce agreement with T-Mobile

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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 teases AI Day 2022 event
➤ New Autopilot testing position listed by Tesla in Europe
➤ Castings pile up at Tesla’s factories
➤ Volkswagen looks to secure battery supply in Canada
➤ Twitter’s former head of security files whistleblower complaints with regulatory agencies

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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

➤ Looking at first impressions from Tesla’s release of FSD Beta 10.69
➤ Tesla’s Director of Autopilot software discusses recent changes to the system: https://youtu.be/jPCV4GKX9Dw
➤ Giga Texas reportedly hits 1,000 vehicles produced in one week
➤ Power restrictions extended in China
➤ Sandy Munro discusses Tesla’s 4680 battery pack
➤ Tesla tries out new Superchargers layout
➤ Elon Musk announces Neuralink update

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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 webpage for Tesla Semi, shares new product details
➤ Market drops as Fed comments on rates ahead of symposium
➤ German PPI comes in far ahead of forecasts
➤ FSD Beta 10.69 on track
➤ Giga Berlin reportedly plans to add third shift
➤ Indonesia’s president discusses Tesla
➤ China extends electric vehicle incentive
➤ Lucid announces new version of Lucid Air
➤ GM announces capital distribution plans

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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

➤ CFRA increases TSLA price target in new analyst note
➤ Tesla lowers estimated wait times in China
➤ Shanghai asks for power restrictions to exclude Tesla suppliers
➤ Mixed reporting on new CATL battery
➤ Tesla’s virtual power plant kicks in for power event coverage
➤ Tesla updates solar pricing
➤ Product manager job listed for Tesla retail electricity projects
➤ Elon Musk comments on side mirrors
➤ Elon Musk attends Republican fundraiser

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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 information published by the IRS and US Department of Energy regarding changes to the EV tax credit
➤ Tesla releases and then removes new Supercharging membership in the US
➤ Tesla posts new video of the Tesla Semi, then also removes that
➤ Global Equities Research TSLA note

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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 replies to NHTSA’s request for FSD Beta access, comments on version 10.69
➤ President Biden sign Inflation Reduction Act into law
➤ Factories suspended in China due to power shortages
➤ Tesla expands Virtual Power Plant pilot in California
➤ Superchargers in Germany are non-compliant with regulations
➤ Tesla scores well in brand survey
➤ Musk granted limited access in Twitter case
➤ Karpathy publishes video on neural networks

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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

➤ Fund discloses multi-billion dollar TSLA stock position
➤ Discussing Tesla’s decision to halt orders on the Model 3 Long Range in North America
➤ Tesla updates specs for new, larger Megapack
➤ Elon Musk comments on Tesla production milestones
➤ Giga Texas update
➤ Elon Musk writes essay for China Cyberspace publication
➤ Tesla receives large new order from startup
➤ Panasonic looks to improve Giga Nevada output
➤ CATL announces new factory
➤ Munro discusses 4680 battery cells
➤ EU court rules on “Autopilot” terminology

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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

➤ Is Elon Musk finally done selling TSLA stock after his second major round of sales to finance a possible Twitter deal?
➤ CPI and PPI data comes in lower than expected
➤ House to vote on Inflation Reduction Act
➤ Musk comments on Tesla Semi timeline
➤ BYD reportedly supplying batteries to Tesla
➤ New Tesla Energy project
➤ Rivian reports Q2 earnings

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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 set a new production rate record for Model Y at Giga Shanghai after upgrades
➤ Markets fall as CPI report expectations rise
➤ Tesla Model Y and Model 3 are leading sellers in California
➤ Dan O’Dowd continues campaign against Tesla➤

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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 US Senate passes huge EV tax credit
➤ Link to marked-up EV bill: https://bit.ly/3OMSWmK
➤ Full explanation video: https://youtu.be/7yAdviya7Ls
➤ Tesla reportedly secures huge nickel contracts with Indonesian suppliers
➤ Tesla encourages Ontario to increase manufacturing incentives
➤ Giga Shanghai updates
➤ Elon Musk comments on FSD Beta
➤ Lucid reports earnings
➤ Schedule update

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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 stock split details after shareholder approval
➤ Shareholder proposal passes despite board recommendation
➤ Takeaways from Tesla’s annual shareholder meeting
➤ EV tax credit updates
➤ China July sales report
➤ Elon Musk’s countersuit against Twitter

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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 version reportedly coming soon with new battery out of China
➤ Automakers push back on EV tax credit language
➤ Tesla offers owners in China incentives to upgrade
➤ New Solar Roof reportedly in testing by Tesla
➤ Munro continues 4680 teardown
➤ Tesla updates S/X status for Europe
➤ Germany leaves door open on nuclear

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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 begins implementing game-changing new charging feature
➤ CATL reportedly delays factory announcement in wake of Pelosi visit to Taiwan
➤ Tesla add news Supercharger attraction in Germany
➤ Toyota continues to struggle with bZ4X recall

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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

➤ Hertz praises Tesla during quarterly earnings call
➤ Tesla opens voting for questions for Shareholder Meeting
➤ SpaceX to launch Tesla referrer photos into space
➤ Giga Shanghai updates
➤ Musk comments on Tesla short sellers
➤ FSD Beta 10.13 update
➤ IDRA rumor
➤ Munro & Associates interview Ford execs
➤ Musk countersues Twitter

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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 fly as Elon Musk comments on stabilizing costs
➤ Core PCE rises
➤ Kimbal Musk exercises options, comments on Tesla’s outlook
➤ Elon Musk provides update on FSD Beta 10.13
➤ Munro extracts first 4680 cell
➤ Tesla launches cloud profiles
➤ Energy storage makes impact in Hawaii
➤ Date set for Musk court case with Twitter
➤ Rivian confirms layoffs
➤ Sign the petition on hybrid vehicles: https://chng.it/xrcgjS4QMT
➤ Letter template to for Senators: https://bit.ly/3Jhff2S

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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

➤ Newly proposed changes to electric vehicle, solar, and energy storage tax credits have massive industry-wide implications
➤ Link to marked-up proposal: https://bit.ly/3OMSWmK
➤ GDP estimated to decline in Q2
➤ Amazon, Apple rise after earnings reports

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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’s production targets reported after downtime at Giga Berlin
➤ Stocks rally after Fed meeting
➤ Senators Manchin and Schumer announce agreement on major bill
➤ Munro & Associates continue 4680 battery pack teardown
➤ Tesla and Neoen receive new approval on battery project
➤ Ford beats earnings expectations

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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

➤ Market updates as big week continues
➤ Elon Musk plans to put head down, focus on mission
➤ Tesla expands insurance product to new states
➤ New software update changes range prediction calculations
➤ GM reports earnings, highlighting Tesla’s dominance
➤ Germany to reduce EV incentives
➤ More insight on Volkswagen’s new CEO
➤ Mercedes plans to stop production on its first EV

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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 new disclosures from Tesla’s second quarter 10-Q filing
➤ Big week for macroeconomic reports, earnings
➤ Giga Berlin reportedly tests new processes during downtime
➤ Shanghai factory rumors
➤ FSD Beta 10.13 updates
➤ Elon Musk denies Wall St. Journal report
➤ Herbert Diess out as Volkswagen CEO

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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 discusses the biggest learnings from Tesla's Q2-22 earnings beat and management's comments on the earnings call.

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#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

Watch on YouTube: https://youtu.be/y-vMDUwW67I

➤ What to watch for in Tesla’s upcoming Q2 earnings report, and a serious red flag in consensus estimates
➤ Tesla produces 2 millionth vehicle in Fremont
➤ New Supercharger info
➤ Judge allows for expedited hearing in Twitter case

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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

➤ Release notes for next FSD Beta update leaked
➤ Earnings week kicks off
➤ Update on Giga Shanghai upgrades
➤ New application from Tesla on Giga Texas
➤ Used Tesla prices rising much faster than other brands
➤ Updates on Panasonic, CATL, and 4680 battery
➤ Musk comments on Tesla HVAC product
➤ Twitter case updates

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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 upcoming FSD Beta updates
➤ Rumor on Tesla’s Project Dojo
➤ Discussion on Tesla’s pricing
➤ Updates on Giga Shanghai
➤ Munro visits IDRA
➤ SEC inquires about Musk’s Twitter comments
➤ Court to hear expedition request

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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 4680 battery info from The Limiting Factor: https://youtu.be/8WPPBhqeekw
➤ PPI higher than expected
➤ Giga Texas production report
➤ Giga Berlin test production sales
➤ Morgan Stanley lowers Tesla price target
➤ Tesla opens questions for Q2 earnings call
➤ EV market share rises in the US

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#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’s Director of Artificial Intelligence, Andrej Karpathy announces that he is leaving the company
➤ CPI report comes in higher than expected
➤ Two new analysts initiate coverage on TSLA stock
➤ Panasonic selects location for US battery factory
➤ Customers receive VINs for new Berlin Model Y
➤ Supercharger V4 rumors
➤ Aptera starts petition advocating for Supercharger standard (https://bit.ly/3yE2Dhh)
➤ Former Delaware Supreme Court Justice comments on Twitter lawsuit

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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

➤ Twitter sues Elon Musk over acquisition termination, makes case against Musk (https://bit.ly/3uJ7cps)
➤ CPI report expected to show increase
➤ Munro encounters challenges with 4680 pack teardown
➤ BYD falls on concern of Buffett exit

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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 falls 10% from post-market Friday high as Covid cases rise in China
➤ Model Y sales compare favorably in first half of year in China
➤ Giga Berlin start shipping Long Range Model Y
➤ Twitter board comments on Musk’s termination attempt, sends letter claiming Musk has breached the merger agreement
➤ New details on next-gen Supercharger
➤ More information on Tesla solar trailer concept
➤ Rivian reportedly laying off portion of staff

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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 has terminated the merger agreement offer to purchase Twitter (https://bit.ly/3arWkp6)
➤ Tesla sets new records in China
➤ 4680 Model Y teardown continues
➤ Tesla China executive expands responsibilities
➤ New Supercharger info
➤ Electric vehicle interest rising
➤ Tesla Megapacks pile up at Giga Nevada

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

➤ Elon Musk makes series of comments on possible Tesla ‘Robovan’
➤ New report on Tesla Cybertruck production
➤ More details from ongoing teardown of 4680 Model Y
➤ Indonesian President discusses status of possible Tesla factory
➤ Tesla Solar reportedly has strong quarter in the US
➤ SpaceX announces Starlink Maritime

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

➤ Munro associate shares more details on the Texas-made 4680 Model Y teardown
➤ Instructions on how to vote for annual meeting: https://ir.tesla.com/shareholders/vote
➤ Preliminary report for Tesla sales in China in June
➤ Rivian ramps up production in the second quarter
➤ Musk comments on FSD timeline for The Boring Company
➤ Sun Valley conference kicks off

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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 prepares for expansions at Giga Berlin and Giga Shanghai
➤ Analysts react to Tesla’s Q2 delivery and production report
➤ Munro & Associates begin Texas Model Y teardown (https://youtu.be/FXpfU6I_T3w)
➤ Elon Musk comments on Tesla’s interest in mining
➤ Tesla gains market share in the second quarter despite shutdowns
➤ Tesla’s brand strengthens year-over-year
➤ Musk comments on FSD Beta
➤ Supercharging update
➤ The Boring Company opens newest Loop station
➤ SpaceX receives important FCC permission

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 walks through Tesla’s Q2 delivery and production report, how it compares to expectations, and what it means going forward

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

➤ Walking through what to expect from Tesla’s Q2 delivery and production report
➤ Q2 GDP forecast dropped to negative
➤ PCE comes in below expectations
➤ Goldman Sachs publishes new TSLA note
➤ Permit shows planned expansion at Giga Texas
➤ Supreme Court rules to limit EPA control
➤ Plaid hits new top speed
➤ 4680 analysis video out

Shareloft: https://www.shareloft.com
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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 increases Giga Texas Model Y production drastically
➤ Tesla Annual Shareholder Meeting drawing ends soon: https://www.tesla.com/2022shareholdermeeting
➤ New China insurance data
➤ Uber shares more details on Hertz / Tesla rental business
➤ J.D. Power releases 2022 Initial Quality Study
➤ Munro & Associates updates
➤ EU moves forward on possible ban of ICE vehicles by 2035
➤ Hyundai shows concept of Ioniq 6 EV

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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’s Master Plan Part 3 and Tesla’s level of interest in mining
➤ Albemarle looks to expand US lithium capacity
➤ Report on Samsung’s 4680 battery progress
➤ Tesla begins Long Range Model Y deliveries from Giga Texas
➤ Q2 delivery expectations fall ahead of report
➤ Volkswagen CEO Herbert Diess comments on Tesla
➤ Discrimination lawsuit continues
➤ Correction on China EV incentives
➤ Tesla lays off portion of labeling team
➤ SpaceX faces lobbying pressure (https://www.votervoice.net/SpaceX/Campaigns/95756/Respond)

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 may be significantly increasing production at Giga Berlin
➤ Looking ahead at the calendar
➤ Updates on Tesla in China
➤ Elon Musk crosses 100M Twitter followers as inactivity continues
➤ Volkswagen reveals the all-electric ID. AERO

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 begins assigning more VINs out of Giga Texas
➤ Credit Suisse updates price target on TSLA stock
➤ Discussion on Russell 1000 and index rebalancing
➤ Updates on Giga Shanghai
➤ Tesla adds EAP to design studio
➤ Annual meeting page posted
➤ Tesla Tequila 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

➤ Understanding the Renewable Fuel Standard, RIN credits, and how this multibillion dollar market could change the trajectory of the auto and energy industries in the United States
➤ China reportedly considers EV incentive extensions
➤ Tesla and PG&E begin offering compensation for virtual power plant in California
➤ More news on Texas-made Model Y vehicles
➤ Toyota recalls new EV
➤ Cruise begins paid autonomous rides

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’s production challenges, cash burn, FSD, and Cybertruck in new interview (https://youtu.be/u5w_VkAx6tc)
➤ Multiple reports on Giga Shanghai shutdowns cause confusion
➤ Morgan Stanley lowers TSLA price target
➤ CFRA calls TSLA drop a generational opportunity
➤ Tesla heavily recruiting at computer vision conference
➤ Update on Model Y pricing
➤ News on a possible EV tax credit
➤ The Boring Company looks to build tunnel in Giga Texas area

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 shuts down Bloomberg’s EV forecast at Bloomberg’s Qatar Economic Forum (https://youtu.be/uTBeGjg4pek)
➤ TSLA stock rallies to 3rd best day of the year
➤ Tesla provides update on Giga Berlin production
➤ Discussion on Tesla deliveries and production in China
➤ Cars.com updates American-Made Index
➤ Acceleration boost reported for Texas-made Model Y
➤ New photos of Tesla’s Semi Megacharger
➤ Texas plans EV charging investment
➤ IDRA extends open house
➤ von Holzhausen interior 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

➤ Ron Baron shares thoughts on current market
➤ Tesla plans to expand Enhanced Autopilot offering
➤ Rumor on China production
➤ Price increases in China
➤ Berlin-made Model Y efficiency test
➤ Tesla layoffs reportedly continue
➤ SpaceX fires employees behind open letter
➤ Tesla expands insurance offering
➤ Markets closed on Monday, June 20

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 drops as Nasdaq hits 52-week low
➤ Tesla raises prices on version of all vehicle models
➤ Checking in on commodities prices
➤ Tesla Semi update
➤ More Tesla Insurance news
➤ Tesla expands Supercharging pilot
➤ Possible new interior option
➤ Report on Tesla delivery and service staff
➤ Elon Musk meets with Twitter employees
➤ Internal SpaceX letter to Elon Musk
➤ Musk, Tesla, SpaceX sued over Dogecoin

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 rises alongside market after FOMC meeting and interest rate decision
➤ Ford discloses that the Mustang Mach-E is no longer profitable
➤ NHTSA releases ADAS / ADS crash data
➤ Elon Musk comments on FSD Beta V11
➤ Tesla files to expand Tesla Insurance availability
➤ Elon Musk appeals SEC settlement ruling
➤ Nio announces ES7 details
➤ Musk sets Starship launch timeline
➤ The Boring Company gets 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

➤ NHTSA reportedly expected to release crash data singling out Tesla in coming days
➤ PPI reported ahead of Fed meeting
➤ Elon Musk discusses Tesla, Rivian, and Lucid (https://youtu.be/iHmSrK238vI)
➤ Giga Berlin tests production for structural pack Model Y
➤ Tesla expands third-party Supercharging test
➤ Exec resigns for Tesla in India
➤ Elon Musk expected to speak with Twitter employees
➤ Ford halts sales of Mustang Mach-E
➤ GM unveils newest EV

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

➤ Elon Musk emails Tesla employees as quarter-end approaches
➤ Markets drop ahead of Fed meeting
➤ Updates on Giga Berlin
➤ Info on 4680 production
➤ LG announces investment in 4680 batteries
➤ RBC upgrades TSLA
➤ Tesla faces Bitcoin impairment in Q2
➤ Virtual power plant in Texas
➤ Automakers ask for EV incentive extension
➤ SpaceX gets FAA approval

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 proxy statement for shareholder meeting and announces 3-1 stock split plan
➤ CPI numbers come in higher than expected ahead of Fed meeting
➤ More info on new 4680 vehicles
➤ Tesla expands Model Y to new countries
➤ Elon Musk comments on FSD Beta

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

➤ Elon Musk tells Tesla to prepare for nutty quarter in all-hands meeting
➤ CPCA reports Tesla’s sales and production in China for May
➤ Reuters reports on June production target
➤ NHTSA elevates investigation on Tesla Autopilot
➤ New info on 4680 battery performance
➤ UBS upgrades TSLA rating
➤ Model Y spotted in new country
➤ KBB reports on vehicles price changes
➤ Switzerland cuts EV incentive
➤ White House announces EV 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

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla supply chain news on batteries, autonomous driving hardware, China production and more
➤ Tesla begins external deliveries of Texas-made Model Y
➤ CPCA set to report May numbers
➤ Twitter plans to provide data to Musk
➤ News on IDRA Giga Press
➤ EU sets stricter emissions targets

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 interior photos of the Tesla Cybertruck show updates from prototype
➤ Target investor update may carry broader market implications
➤ FSD Beta expands significantly
➤ Musk’s Twitter financing reportedly on hold
➤ Tesla pushes back on DFEH discrimination lawsuit
➤ News from IDRA open house
➤ Filing shows Tesla still has interest in radar
➤ Volkswagen software efforts face major challenges
➤ Dealer markup on F-150 Lightning
➤ Starlink IPO 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

➤ Tesla finalizes lithium supply contract
➤ Elon Musk pushes back on Twitter in new SEC filing
➤ Tesla denied EV incentive in Texas
➤ New Tesla Energy project opens
➤ Apple unveils next-generation CarPlay interface
➤ Gates defends TSLA short
➤ Solar tariffs cut
➤ Supercharger map updated
➤ Rivian sends letter to shareholders
➤ Starlink gets permission in France

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 lays off employees as Elon Musk reportedly has a "super bad feeling" about the economy
➤ Tesla reschedules AI Day 2
➤ New Elon Musk interview: https://youtu.be/AeeeEDSekG8
➤ Old Tesla referral program resurfaces
➤ May auto sales reported
➤ Cruise to begin commercial operations

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

➤ Goldman Sachs and others react similarly after visits with Tesla investor relations team
➤ Battery cost outlook updated by Goldman Sachs
➤ Piper Sandler notices change in wait time tracker
➤ Analysis of IDRA Giga Press shipping times
➤ Bloomberg NEF releases annual EV outlook study, calls peak ICE
➤ Ernst & Young release EV adoption study
➤ EU to crack down on PHEVs
➤ Ford CEO commits to new direction
➤ The Boring Company updates

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 emails all Tesla and SpaceX employees about unacceptable remote work
➤ Shareloft update (previous announcement here: https://youtu.be/5KdjErsVki8)
➤ News on Texas-made Model Y
➤ Panasonic provides update on 4680 progress
➤ GM slashes price of Chevy Bolt

Timestamps:
0:00 Intro
0:33 Announcement
5:27 Rest of episode

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 SVP Drew Baglino discusses battery industry growth, mining, geopolitics, Solar Roof and more: https://youtu.be/-JUlVEDitlA
➤ Mizuho releases new TSLA note
➤ Shanghai moves towards next phase of re-opening, announces action plan including EV incentive
➤ Elon Musk confirms details on IDRA Giga Press casting machine
➤ SpaceX FAA approval delayed again

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 rally, has the share price bottomed?
➤ Credit Suisse issues new Tesla note after visit to Fremont
➤ NHTSA seeks more information on recent Tesla fire
➤ Twitter shareholders sue Elon Musk
➤ New study shows Tesla driver safety
➤ JD Power reports on EV consideration
➤ Rivian makes leadership adjustments

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

➤ Legacy auto brands “could disappear” from China according to automotive CEO
➤ Jefferies reduces TSLA price target, cites Elon Musk concerns
➤ Tesla prepares for fourth ship from Shanghai
➤ Shanghai port capacity begins to normalize
➤ Tesla files for business in Thailand
➤ BYD announces more details on new BYD Seal
➤ SEC proposes more ESG disclosure requirements

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 SEC filing from Elon Musk updates Twitter financing and implications for TSLA stock
➤ Musk comments on Tesla’s valuation
➤ Reuters reports on SEC’s battle with Elon Musk
➤ Update on Giga Berlin expansion
➤ Some Tesla deliveries temporarily on hold in EU
➤ Indonesian minister comments on Tesla negotiation
➤ Volkswagen dealers share concern about new EVs
➤ Volkswagen and Stellantis resolve some emissions cases
➤ Lucid recalls most previous production
➤ Apple manager leaves for lidar company
➤ Starlink subscriber count update

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 to 11-month low, hits 50% drop from previous high
➤ Discussion on investing mindset
➤ Daiwa Securities lowers TSLA price target
➤ Giga Shanghai production update
➤ Volkswagen comments on supply chain outlook
➤ Toyota cuts production forecast
➤ Tesla dominates US premium segment
➤ FSD v11 update
➤ New Tesla mobile app feature
➤ More on Idra Giga Press
➤ Gwynne Shotwell comments on Musk accusations
➤ SpaceX offers new Starlink service plan

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 takes steps to ramp back up production at Giga Shanghai, plus a look at how Q2 production might shake out
➤ Update on Giga Berlin
➤ IDRA teases 9000-ton Giga Press
➤ Tesla set to speak at Hot Chips conference
➤ Multiple Tesla fires reported over the weekend
➤ Tesla submits plans for elaborate Supercharging station
➤ Tesla requests rule change for Texas grid

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 accused of misconduct, denies allegations
➤ Tesla to set up “hardcore” legal team
➤ Report on Tesla in Indonesia
➤ Elon Musk meets with Brazilian government in Brazil
➤ Updates on Giga Shanghai
➤ Tesla reportedly adds shift at Giga Berlin
➤ Public rollout of FSD Beta 10.12 begins
➤ TSLA no longer top stock in ARK innovation fund
➤ Ford faces legal trouble in Germany

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

➤ One of Tesla’s largest shareholders advocates for stock buyback, should Tesla do it?
➤ FSD Beta 10.12 release notes leak
➤ Wedbush reduces TSLA price target
➤ California mayor discloses massive Supercharging site
➤ NHTSA investigates Tesla crash in a California
➤ Twitter execs discuss possible acquisition
➤ Bill Gates declines to comment on Tesla again

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

FSD 10.12 Release Notes:

• Upgraded decision making framework for unprotected left turns with better modeling of objects' response to ego's actions by adding more features that shape the go/no-go decision. This increases robustness to noisy measurements while being more sticky to decisions within a safety margin. The framework also leverages median safe regions when necessary to maneuver across large turns and accelerating harder through maneuvers when required to safely exit the intersection.
• Improved creeping for visibility using more accurate lane geometry and higher resolution occlusion detection.
• Reduced instances of attempting uncomfortable turns through better integration with object future predictions during lane selection.
• Upgraded planner to rely less on lanes to enable maneuvering smoothly out of restricted space.
• Increased safety of turns with crossing traffic by improving the architecture of the lanes neural network which greatly boosted recall and geometric accuracy of crossing lanes.
• Improved the recall and geometric accuracy of all lane predictions by adding 180k video clips to the training set.
• Reduced traffic control related false slowdowns through better integration with lane structure and improved behavior with respect to yellow lights.
• Improved the geometric accuracy of road edge and line predictions by adding a mixing/coupling layer with the generalized static obstacle network.
• Improved geometric accuracy and understanding of visibility by retraining the generalized static obstacle network with improved data from the autolabeler and by adding 30k more videos clips.
• Improved recall of motorcycles, reduced velocity error of close-by pedestrians and bicyclists, and reduced heading error of pedestrians by adding new sim and autolabeled data to the training set.
• Improved precision of the "is parked" attribute on vehicles by adding 41k clips to the training set. Solved 48% of failure cases captured by our telemetry of 10.11.
• Improved detection recall of far-away crossing objects by regenerating the dataset with improved versions of the neural networks used in the autolabeler which increased data quality.
• Improved offsetting behavior when maneuvering around cars with open doors.
• Improved angular velocity and lane-centric velocity for non-VRU objects by upgrading it into network predicted tasks.
• Improved comfort when lane changing behind vehicles with harsh deceleration by tighter integration between lead vehicles future motion estimate and planned lane change profile.
• Increased reliance on network-predicted acceleration for all moving objects, previously only longitudinally relevant objects.
• Updated nearby vehicle assets with visualization indicating when a vehicle has a door open.
• Improved system frame rate +1.8 frames per second by removing three legacy neural networks.

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

➤ S&P kicks out Tesla from S&P 500 ESG due to poor score
➤ Nasdaq slump continues, TSLA drops
➤ Elon Musk dives further into political Twitter
➤ Tesla prepares first 4680 vehicles for external delivery
➤ Supercharger network expansion test widens
➤ China considers adjustments to EV inventive plan
➤ Tesla becomes a top-seller in California
➤ Morgan Stanley note
➤ AI Day update
➤ FSD Beta 10.12 begins internal rollout

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

➤ Staying focused through a noisy period of time
➤ Update on Tesla China
➤ Experian reports on US EV registrations
➤ Piper Sandler lowers TSLA price target
➤ Elon Musk on the the All In podcast: https://youtu.be/CnxzrX9tNoc
➤ Twitter files preliminary proxy statement on acquisition
➤ Tesla schedules a second AI Day
➤ Argo AI starts driverless testing in Miami and Austin

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

➤ Production rumors on Giga Berlin and Giga Shanghai
➤ TSLA underperforms broader market
➤ Bridgewater Associates sells out of TSLA
➤ 4680 batteries at Tesla Automation in Germany
➤ Elon Musk hosts president of Indonesia
➤ FSD Beta 10.12 update
➤ Tesla Autopilot tested by AAA
➤ Uber adds feature for requesting EVs
➤ Tesla Semi orders
➤ Elon Musk participates in All In summit

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 announces Twitter acquisition is on hold
➤ TSLA stock rallies with market
➤ Tesla re-evaluates plans for India
➤ Shanghai officials comment on lockdown status

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 is reportedly seeking additional equity financing to allow further adjustment of margin loan for Twitter acquisition
➤ PPI report in line with expectations
➤ TSLA volume hits 3-month high
➤ Update on Giga Shanghai production
➤ Court makes ruling in Tesla, Elon Musk lawsuit
➤ Tesla reportedly raises Supercharger prices
➤ Tesla finds delivery loophole in Wisconsin
➤ Quebec announces funding for Starlink

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

➤ Thoughts on the current market and TSLA stock’s decline
➤ Video with Pierre Ferragu: https://youtu.be/jWww2-JdYx4?t=324
➤ Consumer Price Index increases above expectations
➤ Toyota operating income falls below Tesla’s, warns on materials costs
➤ Tesla begins exports from Shanghai for Q2
➤ Elon Musk comments on next version of FSD Beta
➤ Panasonic discusses Tesla’s battery demand
➤ Volkswagen announces new EV plans for US
➤ Rivian reports first quarter earnings

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 explains Tesla’s lead, ridiculous demand, production constraints, and more in interview with Financial Times: https://youtu.be/VfyrQVhfGZc
➤ China Passenger Car Association reports April sales and production numbers
➤ Confusing reporting on the status of Giga Shanghai production
➤ Update on German EV incentives

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 continues falling as markets decline
➤ Morgan Stanley updates Tesla forecasts
➤ JP Morgan sends new communication on stock split
➤ Update on Giga Shanghai production upgrades
➤ Elon Musk set to speak with JB Straubel at Financial Times conference
➤ Musk meets with EU official, plans to meet President of Indonesia
➤ Twitter acquisition uncertainty rises with tech selloff
➤ Germany reportedly seeking to increase EV credits
➤ Rivian lockup period ends ahead of earnings

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 released their annual impact report, disclosing new information on their competitive advantages
➤ Report on Giga Shanghai suggests return to full production
➤ Tesla secures new nickel contract
➤ Tesla raises prices in Canada
➤ Elon Musk provides update on FSD Beta

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

➤ Markets remain volatile as Nasdaq drops five percent to 52-week low
➤ Tesla reportedly seeking additional land to expand Giga Berlin
➤ Report on Giga Shanghai production level
➤ Tesla publishes Moss Landing video
➤ Elon Musk files updated Twitter paperwork disclosing new investors
➤ CNBC reports on Twitter CEO
➤ SpaceX announces new Starlink feature
➤ The Boring Company begins initial work on Austin-area project
➤ Lucid reports first quarter earnings

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

➤ Stock markets rise as Federal Reserve raises interest rates
➤ Fed Chairman Jerome Powell comments on policy, economic outlook
➤ Tesla appears to add new feature to refreshed Model S and Model X
➤ Automakers report US sales declines in April
➤ Lucid earnings upcoming

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 massive production expansion in China
➤ Elon Musk reportedly plans to re-IPO Twitter eventually
➤ Tesla schedules annual meeting, date of record
➤ Tesla seeks to hire EU public policy influencer
➤ Third-party Supercharging expansion continues in Norway
➤ Store employee compensation adjusted by Tesla
➤ Apple car update
➤ AMD beats earnings expectations

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 Elon Musk’s TSLA stock sale and the implications for Musk’s Twitter acquisition
➤ Elon Musk’s margin call risk questioned
➤ Tesla files amended 10-K annual filing, may need further updates
➤ Annual meeting not yet scheduled
➤ Updates on Tesla in China
➤ Global Equities Research note
➤ FSD Beta update
➤ Battery infrastructure funding
➤ Macro calendar

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 continues to under-perform as the market waits to see if Elon Musk is selling the stock
➤ Understanding Form 4 filings
➤ Apple and Amazon post highly-anticipated earnings reports
➤ Ruling in Solar City enrichment court case
➤ Update on Shanghai
➤ Elon Musk gives insight on Twitter plans
➤ SpaceX’s Starlink has a new partner

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

➤ Market momentarily stabilizes as more earnings reports come in, including Ford’s
➤ Court rules on Elon Musk’s attempts to limit SEC settlement agreement
➤ Twitter 8-K filing discloses more details on acquisition agreement
➤ Lucid announces 100,000 vehicle order

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 crashes in worst day for Nasdaq in over a year
➤ New 13D filing provides more details on Musk’s Twitter financing
➤ Discussing margin call risk in relation to the Twitter acquisition
➤ Rumor on Tesla stock split
➤ Tesla files 10-Q quarterly filing
➤ Elon Musk meets with Indonesian officials on battery supply
➤ India discourages importing Teslas from China
➤ The New York Times and FX partner on Musk documentary
➤ Ford starts production of F-150 Lightning, talks EV goals

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

➤ Twitter announces unanimous board decision to accept Elon Musk’s acquisition offer
➤ Conversations between Elon Musk and Saudi PIF revealed in new court documents
➤ Leaked Bill Gates texts to Elon Musk confirm TSLA short position
➤ Avis adds Tesla vehicles to rental fleet
➤ Ford shares F-150 Lightning production target
➤ The Boring Company announces Hyperloop plans
➤ Scheduling update

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

➤ S&P Global comments on Tesla’s credit rating following Tesla’s earnings report, still refuses to upgrade Tesla to investment grade
➤ Updates on Tesla in China
➤ Bill Gates reportedly short TSLA stock

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 has disclosed the formation of three companies under the name of X Holdings
➤ Analysis of the purpose of X Holdings
➤ Musk secures financing for potential Twitter tender offer — how will it affect Tesla shareholders?
➤ Analysts increase price targets following Tesla’s earnings report
➤ Further discussion on Tesla’s earnings
➤ The Boring Company raises $675M

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

➤ Quick summary of Tesla’s Q1-22 earnings report
➤ Earnings call and reaction: https://youtu.be/iEo4muI-rYg
➤ Earnings report and letter: https://youtu.be/VoA4DcktdEQ

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 is set to report earnings and analyst consensus estimates may be setting Tesla up for a big beat
➤ Full Q1 2022 Tesla earnings preview with Rob Maurer

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 discusses Tesla scaling to extreme scale, Tesla AI, merging companies, listing SpaceX on the public market, and much more in two new interviews
➤ Texas: https://youtu.be/YRvf00NooN8
➤ TED: https://youtu.be/YRvf00NooN8
➤ ARK Invest publishes new TSLA model and price target for 2026
➤ Previous ARK video: https://youtu.be/FVnSFIpwY3o
➤ Giga Shanghai reportedly set to restart production
➤ Giga Berlin production reports by German media
➤ Piper Sandler lowers TSLA price target
➤ Tesla expands Tesla Insurance to new states
➤ Tesla and PG&E activate huge energy storage project
➤ Mobile connector no longer included as standard equipment
➤ Ford halts retail orders for Mustang Mach-E

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 has formally submitted an offer to buy Twitter for $43 billion

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

➤ Fake report leads to pump and dump of lithium mining stock
➤ PPI report comes in higher than expected
➤ Analyzing a so-called “leaked” Tesla product roadmap
➤ Discussing the battery on Tesla’s new Model Y
➤ Morgan Stanley issues new Tesla note
➤ Ford announces launch date for F-150 Lightning and new Lincoln EV 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

➤ Tesla may be on the cusp of generating next-level margins
➤ Consumer Price Index report comes in mixed, with interesting takeaways
➤ Giga Shanghai rumors
➤ Discussing Tesla’s balance sheet in the current environment
➤ Large new Tesla location planned for St. Petersburg
➤ Honda announces electrification plans
➤ Toyota unveils specs for new EV available in North America

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 discusses his thoughts after attending Tesla’s Cyber Rodeo event at Giga Texas
➤ Details on Tesla’s new Model Y variant
➤ New feature on Tesla’s Cybertruck
➤ Shanghai updates lockdown policies
➤ China Passenger Car Association reports sales and production for March
➤ Tesla raises prices in the US
➤ US government includes Elon Musk in EV meeting
➤ Elon Musk reverses course on joining Twitter’s board of directors

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 prepares Giga Texas for Cyber Rodeo event
➤ Analyst issue notes and price target updates following Q1 delivery report
➤ China lockdowns continue to threaten production, supply chains impacted
➤ Report on Giga Berlin energy requirements
➤ CATL makes progress on factory in Germany
➤ Volkswagen discusses volume and growth plans
➤ Toyota exploring vision-only autonomous driving
➤ Rivian reports Q1 delivery and production numbers

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

➤ Top markets in Europe report Q1 sales showing Tesla’s growth dominance
➤ Looking ahead at the macro calendar
➤ Tesla launches Model Y in Israel
➤ Elon Musk joins Twitter board of directors with ownership condition
➤ Morgan Stanley shares institutional investor opinions on Musk’s Twitter involvement
➤ GM and Honda announce expanded EV partnership
➤ Volkswagen struggles with OTA software updates
➤ Scheduling 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

➤ Elon Musk has disclosed the acquisition of nearly 75 million shares of Twitter stock, making him the largest individual shareholder
➤ TSLA stock rallies after delivery report
➤ Tesla schedules Q1 earnings
➤ Giga Shanghai production halt continues despite conflicting report
➤ Giga Texas gets prepped for Cyber Rodeo event
➤ Tesla releases FSD Beta update
➤ Elon Musk comments on Supercharger margins
➤ Polestar and Hertz announce EV partnership
➤ Delivery report livestream follow up

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 discusses his expectations for Tesla’s Q1 delivery and production report, what to watch for, and what we might learn for the rest of the year
➤ GM, Toyota, Nissan, and other automakers report US sales
➤ YouTube Link: https://youtu.be/BQ1GFmsoNyE

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 reportedly extends production halt at Giga Shanghai
➤ Analyzing a strange rumor on The Boring Company
➤ TSLA outperforms in Q1
➤ Tesla reportedly stops scheduling new Solar Roof installations
➤ Patent explaining Tesla’s autonomy approach published
➤ New third-party subscription offer features Tesla
➤ Canada announces emissions reduction plan

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

➤ Mining executive talks about Tesla’s materials advantage
➤ Tesla reportedly closes on supply contract with major nickel producer
➤ President Biden reportedly considering Defense Production Act as soon as this week
➤ Lockdowns continue in Shanghai, impacting Tesla supplier
➤ Credit Suisse issues note ahead of delivery and production report
➤ Gene Munster discusses Tesla’s advantages on CNBC

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 supplier announces event to show off new, larger Giga Press casting machine
➤ Giga Berlin continues with deliveries, including first outside of Germany
➤ Drone footage inside factory offers comparison with competition: https://youtu.be/IO5XC1x27gg
➤ Cadillac LYRIQ production: https://youtu.be/JxY8FPDB1T4
➤ Morgan Stanley note on TSLA stock split
➤ Elon Musk comments on FSD Beta in Europe
➤ Discussing geofencing of FSD
➤ Tesla/Elon Musk respond in SEC dispute
➤ Lotus unveils all-electric SUV

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

➤ TSLA stock rallies after stock split announcement
➤ SEC’s proposed settlement distribution plan ruled on by court
➤ Deutsche Bank ups Tesla earnings estimates
➤ Tesla’s director of artificial intelligence, Andrej Karpathy, takes a sabbatical
➤ Tesla reportedly halts production at Giga Shanghai again
➤ Elon Musk discusses Tesla Bot in new interview (https://bit.ly/3wMg8MM)
➤ Tesla applies for energy storage permit at Giga Texas
➤ NHTSA makes determination on emissions fines

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

➤ 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