Tesla Daily: Tesla News & Analysis

➤ Elon Musk comments on performance version of Tesla Cybertruck ➤ Nasdaq has worst week in six months ➤ Tesla outlines Giga Texas growth plans ➤ Giga Berlin credited for state economic growth ➤ Giga Mexico update ➤ Tesla engineers detail vehicle audio systems ➤ Interesting new Supercharger opening ➤ UAW expands strike, comments leak 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 survey indicates knowledge gap on EV affordability, experience ➤ Jaguar announces intent to adopt NACS ➤ Tesla reportedly discussing energy storage factory with India ➤ Elon Musk meets with PM of Thailand ➤ Model 3 Performance update ➤ New Cybertruck wrap ➤ Giga Texas update ➤ 4680 rumor ➤ Musk comments on GPU cluster ➤ CATL awarded energy storage contracts in Australia Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Oracle's Larry Ellison comments on Cybertruck project and FSD timeline ➤ FOMC holds rates but increases forecast ➤ Tesla adds new referral program reward ➤ Service centers prep for Cybertruck ➤ Lawyers ask for hundreds of millions in settlement ➤ Tesla partners with bank to provide low rate financing in Australia ➤ New Starlink dish approved by FCC 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

➤ Updated insured vehicle numbers in China ➤ Texas production discussion ➤ New patent published: https://image-ppubs.uspto.gov/dirsearch-public/print/downloadPdf/11764432 ➤ Model X wait times extended ➤ Megapack timelapse ➤ Shareholder lawsuit update ➤ Wall St. Journal reports on government investigations ➤ Toyota demos casting prototype ➤ UAW update ➤ Neuralink opens trial recruitment Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla produces 5 millionth vehicle just months after hitting 4 million ➤ Goldman Sachs lowers TSLA estimates ➤ Report on Tesla's Dojo plans ➤ Musk meets with prime minister of Israel and president of Turkey ➤ Tesla and Hertz add app access ➤ Insight from Deutsche Bank note ➤ California sues oil companies ➤ SpaceX countersues DOJ ➤ The Boring Company to host demo day Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly developing next level casting for new vehicle platform ➤ Giga Mexico report ➤ Cybertruck delivery info ➤ Tesla removes 4680 Model Y ➤ Updated Model 3s spotted at port ➤ Tesla exec shares Autobidder profit details ➤ Tesla adds new referral program award ➤ UAW begins strike ➤ PPI / Calendar ➤ Isaacson interview: https://youtu.be/eXonrPDVesc 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

➤ Walter Isaacson joins Rob Maurer to discuss the biography of Elon Musk ➤ Link to book: https://amzn.to/3Zivgxu Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla to receive significant funding for charging in Europe ➤ Ron Baron discusses Tesla on CNBC ➤ UBS increases price target ➤ CPI higher than expected ➤ EU / India evaluate EV policies ➤ Tesla adds Powerwall 3 to website ➤ Additional details on updated Model 3 ➤ More Tesla Semi data ➤ Details from Musk biography ➤ Musk attends AI summit 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 data on Tesla Semi ➤ https://results-2023.runonless.com/truck/?day=1&depot=pepsico&truck=pepsi_tesla1&units=imperial ➤ Tesla reportedly plans to increase Giga Mexico investment ➤ China insured vehicle numbers ➤ US vehicle registration data ➤ Tesla crosses Supercharger milestone ➤ More insight on Robotaxi concept ➤ Ron Baron to be on CNBC Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ First look at Tesla's concept for a robotaxi ➤ Morgan Stanley upgrades TSLA stock ➤ New details on FSD 12 ➤ China production for August ➤ Giga press photo ➤ Semi production rumor ➤ Tesla promotional video at baseball game ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Details on Musk's plans for Tesla's next-gen vehicles: https://www.axios.com/2023/09/08/walter-isaacson-elon-musk-book-excerpt ➤ Tesla begins Powerwall 3 installations ➤ Parking lot full of updated Model 3s ➤ China sales update ➤ Detroit Auto Show news ➤ FSD visualization ➤ Cybertruck pair spotted ➤ Tesla vehicle family photo ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla and Hilton announce charging partnership ➤ Honda announces intent to join NACS ➤ Model X wait times extended, referral rewards reduced ➤ Cybertruck delivery event invitation removed from referral program ➤ Highland updates ➤ FSD visualization news ➤ Megapack numbers growing at Fremont ➤ UAW comments on GM contract offer Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla announces Giga Shanghai production milestone ➤ Highland production rumors ➤ Giga Texas updates ➤ Giga Mexico report ➤ Tesla to participate in Detroit auto show ➤ Excerpt discusses Musk's AI plans ➤ Tesla increases price of steering yoke ➤ Tesla China partners with McDonald's ➤ Canada report ➤ SpaceX reportedly loaned funds to Musk Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has dropped the coming soon qualifier on FSD in the design studio ➤ Updates on China sales, wait times ➤ More news on Tesla's updated Model 3 ➤ Tesla comments on upcoming China Megafactory ➤ Europe surpasses 2022 sales ➤ Tesla opens Giga Berlin shuttle ➤ Update on NEVI funding awards Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla significantly reduces prices on Model S/X ➤ Tesla lowers price of FSD ➤ Cybertruck frunk photo ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has released the brand new “Project Highland” Model 3 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

➤ Details on Tesla's massive progress this week ➤ GDP / PCE report ➤ Highland update ➤ Dahn Research Group talks Tesla partnership: https://electricautonomy.ca/2023/08/29/tesla-jeff-dahn-group-battery-research/ ➤ Tesla opens more Superchargers in Australia ➤ DOJ, SEC reportedly investigate Tesla ➤ Rivian announces dual-motor range 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 Music by Evan Schaeffer Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla stock continues strong run ➤ Market reacts as new economic data is published ➤ Excellent China sales numbers ➤ Project Highland possibly spotted in Europe ➤ Hardware 4 vehicles begin to receive FSD Beta ➤ NHTSA sends special request to Tesla regarding FSD ➤ Tesla plans to add X app to cars ➤ Musk invited to Senator's AI panel ➤ Megapack pricing discussion ➤ China gasoline usage may have peaked Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk livestreams Tesla's FSD Beta v12 ➤ Tesla compute capacity updates ➤ Hardware 4 information  ➤ Highland / Cybertruck updates ➤ Tesla lithium refinery progress ➤ Megapack price reduction ➤ Piper Sandler issues note on TSLA ➤ Calendar  Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla's path to sales in India may be clearer as India considers material change to EVs ➤ Fed Chair Powell speaks ➤ Musk comments on FSD Beta ➤ FSD Beta 11.4.7 starts customer release ➤ Supercharger updates ➤ Highland rumor ➤ Tesla leads innovation survey ➤ Giga Mexico drone videos: https://youtu.be/CxUm6OXlErI ➤ UAW members authorize strike ➤ SpaceX completes static fire test Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New features spotted in Cybertruck photos ➤ Rear brake lights video ➤ Delivery event rumor ➤ FSD Beta 11.4.7 release notes ➤ FSD Beta v12 update ➤ NHTSA comments on Tesla investigation ➤ Tesla received drive-in theater / restaurant approval ➤ Folsom police force adds Teslas ➤ Ford unveils matte black F-150 Lightning ➤ Department of Justice sues SpaceX Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla Cybertruck production candidate driven by Elon Musk ➤ NVDA reports strong earnings ➤ Giga Berlin production report ➤ Texas approves Tesla VPP ➤ FSD branch merge ➤ Starship prepares for second orbital test flight 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 is quietly leading in an under-appreciated market ➤ Tesla reportedly switches up solar strategy ➤ Possible Highland sightings in China ➤ China insured vehicle numbers ➤ Tesla scores highly in customer satisfaction survey ➤ Tesla leases massive space in Texas ➤ Canada and Tesla conversations released ➤ New Yorker publishes article on Elon Musk ➤ Northvolt announces funding Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla stock has best day in months after being added to “best ideas” list ➤ Honda announces intent to adopt NACS ➤ Highland updates ➤ Cybertruck filming spotted ➤ India reports ➤ Malaysian Prime Minister comments on Tesla ➤ Tesla adds Siri support ➤ UAW comments ahead of contract ending ➤ Cruise ordered to reduce vehicle operations ➤ Calendar ➤ Tesla Daily turns six Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla automatic braking avoids disaster ➤ Even more Cybertrucks spotted ➤ Highland rumors ➤ Tesla seeks test drivers in Japan ➤ Judge rejects Solar Roof settlement ➤ Model S Plaid Nürburgring record falls ➤ Lamborghini introduces first EV: Lanzador ➤ Ford announces Mustang GTD 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 is down 25% over the last month ➤ Musk arrives in Japan ➤ Cybertrucks arrive in Fremont ➤ Bloomberg reports on Project Highland ➤ Design studio confusion ➤ Tesla alludes to rental business in job listing ➤ V4 Supercharger installations continue ➤ JD Power publishes charging survey results ➤ Core Lithium announces Tesla notice ➤ Ford teases Mustang announcement Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Multiple Tesla Cybertrucks spotted in transport ➤ Cybertruck pulls tight u-turn ➤ Texas approves plan to require NACS ➤ Tesla discounts inventory S/X in China ➤ Highland rumors ➤ Fremont construction ➤ FSD v12 teaser ➤ New York City proposes plan to cut fleet emissions ➤ Tesla/SpaceX assist Hawaii ➤ Starship approaches second test flight ➤ Tesla adds new merch ➤ CATL announces new LFP battery ➤ Jaguar to discontinue I-Pace Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla adds new charging product to shop ➤ Some states announce National Electric Vehicle Infrastructure funding awards ➤ China insured vehicle numbers ➤ Fisker to adopt NACS ➤ Rivian CEO comments on NACS ➤ Reports on FSD efforts in China ➤ Tesla seeks data center lead for end-to-end design Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla releases standard range Model S and Model X ➤ Tesla cuts prices on some vehicles in China ➤ July China production ➤ Cybertruck sightings 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

➤ Progress report on Giga Mexico ➤ New Gigafactory hire ➤ CPI ➤ Megapack sightings ➤ Volex licenses NACS ➤ NHTSA investigates Tesla crash ➤ UAW negotiations report ➤ Illinois brings back EV credit ➤ X CEO Linda Yaccarino discusses X on CNBC ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla hires new lead for Giga Nevada expansion ➤ More insight on EnergyHub partnership ➤ New Highland rumors ➤ Cybertruck update ➤ S&P drops ESG from credit ratings ➤ New Tesla merchandise ➤ Tesla promotional efforts ➤ GM discusses EV problems ➤ GM unveils Cadillac Escalade IQ 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

➤ Rivian reports Q2 earnings ➤ Tesla China insured vehicle numbers ➤ Tesla China July sales ➤ Third party apps begin receiving official API access ➤ Tesla partners with VPP provider ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Zach Kirkhorn steps down as Tesla's CFO ➤ PepsiCo discusses experience with Tesla Semi so far ➤ New look at Cybertruck frunk ➤ Tesla adds V4 Superchargers at Giga Berlin ➤ CATL sets date for product announcement ➤ Lucid reports earnings ➤ Neuralink raises $280M Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ A number of new rumors circulate regarding Tesla Highland production ➤ Apple, Amazon report earnings ➤ China wholesale sales ➤ Fremont tent permit ➤ Tesla advertising update ➤ Cybertruck photos ➤ GM's pricing with Blazer EV suggests deeper struggles Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk comments on “final piece” for FSD Beta ➤ US debt downgraded ➤ Tesla demonstrates reduction in Powerwall installation speed ➤ Tesla reportedly leases office space in India ➤ New LA service center ➤ Model 3 wait times ➤ Tesla / Rivian lawsuit ➤ ai.com 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 seeks federal funds for major Tesla Semi charging route ➤ Weekly China insured vehicle numbers ➤ NHTSA open preliminary evaluation into Tesla steering complaints ➤ Tesla files permit for Fremont ➤ Software update features ➤ Ford restarts F-150 Lightning production Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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