➤ 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 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 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 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 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 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 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 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

➤ 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 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’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 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 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 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

➤ 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 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 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 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

➤ 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 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