Tesla Daily: Tesla News & Analysis

➤ Plans to include EVs in biofuel credit system reportedly dropped ➤ China insured vehicle numbers ➤ Project Highland sighting ➤ LR Model 3 in inventory ➤ Intel to sell some Mobileye shares ➤ GM reveals Proxima prototype 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

➤ Ford CEO Jim Farley explains Tesla’s huge lead ➤ Citi, Piper Sandler analyst notes ➤ China May sales ➤ Giga Shanghai increases security ➤ GM CEO Mary Barra discusses EVs ➤ Musk comments on FSD licensing ➤ FSD testing rumors ➤ Tesla adds referral incentives ➤ Panasonic to expand at Giga Nevada ➤ EV credit update ➤ Tesla sets record at Nürburgring ➤ Twitter updates ➤ 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

➤ Tesla just updated tax credit information for the Model 3 ➤ China to extend EV purchase tax exemption ➤ Cybertruck castings seem to appear at Giga Texas ➤ GM / Stellantis comment on fuel economy penalties ➤ Tesla Track Pack: https://youtu.be/K7j3NP8dWMY 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 rated as number one global automaker in ICCT research report ➤ Tesla publishes conflict minerals report ➤ Elon Musk returns from China ➤ Tesla adjusts inventory discounts as some levels increase ➤ Report on Tesla and India discussions ➤ Model Y dominates Norway market ➤ Giga Texas satellite view ➤ BYD delivers strong sales in May Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly plans early glimpse of updated Model 3 during Musk visit to China ➤ Musk continues meeting with government officials ➤ Tesla to supply massive energy storage project in Arizona ➤ Hardware 4 insight ➤ Musk interview with The Babylon Bee ➤ Lucid to raise more capital 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

➤ Elon Musk lands in Beijing for visit ➤ Tesla SEC filings ➤ Insured vehicle data ➤ Tesla wins lawsuit ➤ FSD Beta 11.4.2 released ➤ Tesla lists job for large language models ➤ Tesla Electric promotion ➤ Ford to send all EV customers NACS adapter ➤ NHTSA closes one Tesla investigation ➤ Colorado updates EV credit ➤ Tesla celebrates Giga Berlin ➤ 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

➤ Jim Farley and Elon Musk announce major partnership between Ford and Tesla ➤ FSD Hardware 4 starts to roll out to more vehicles ➤ FSD Beta appears internationally ➤ Cybertruck interior photo ➤ Model Y reportedly becomes best-selling car in the world ➤ Report on leaked Tesla safety data ➤ Giga Berlin update ➤ Neuralink receives approval for human trials 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

➤ Nvidia rockets after earnings beat, strong guidance ➤ DeSantis Twitter space crashes ➤ Tom Zhu exercises TSLA options ➤ New state adds EV credit ➤ More insight on brand ranking ➤ EV mileage comparison published ➤ Giga Berlin sets up for a possible event 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 teases new factory in interview with The Wall Street Journal, among other topics ➤ Tesla brand reputation sharply declines in Harris poll ➤ New insured vehicle data from China ➤ Tesla broadens FSD Beta availability in US ➤ Judge dismisses lawsuit against Musk ➤ Tesla cleaning: https://tinyurl.com/2re2x233 ➤ Waymo and Uber announce partnership Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Musk performs well in shareholder vote, favorable in Harris poll ➤ Tesla adds commission pay structure in Europe ➤ New BYD battery charge performance ➤ Ford discusses ICE, EV plans in capital markets day ➤ GM announces plans for all-electric Cadillac Escalade ➤ Cruise hits milestone ➤ SpaceX completes crewed launch ➤ The Boring Company update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives