Autopilot Rewrite, China Model Y Production Volume/Timing, Bill Gates/Elon Musk, Tesla Solar (09.14.20)

➤ Elon Musk updates on timeline for significant update to Tesla’s Autopilot and Full Self-Driving software ➤ TSLA stock fully recovers from worst single-day performance in less than a week ➤ Goldman Sachs issues updated note on TSLA exploring Tesla app downloads ➤ Bill Gates casts doubt on Tesla’s Semi plans, Musk responds ➤ Nikola Motors reportedly under SEC investigation after research report ➤ China heat pump supplier documents may reveal production schedule and volume for the made-in-China Model Y ➤ Elon Musk breaks down cost of solar as Tesla partners with third-party installers for Tesla Solar Roof ➤ Battery Day invitations conclude as Elon Musk hints at Plaid update

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Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives