Tesla Daily: Tesla News & Analysis

➤ 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 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 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 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

➤ 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 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 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 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 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 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 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 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 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 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 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 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 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 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

➤ 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 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