Tesla Daily: Tesla News & Analysis

➤ Tesla Daily returns to cover the biggest stories over the last week including interest rate hikes, China demand, Texas production, Berlin batteries, FSD Beta, and more. 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 considers reallocating production equipment from Berlin ➤ PPI report causes less panic than CPI ➤ Schedule updates ➤ Giga Shanghai production impacted ➤ Analyst rating and price target changes ➤ Canadian minister visiting California ➤ Special code reported for crash tests ➤ Ford gives dealers ultimatum 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

➤ Markets suffer worst day in years on hot inflation data, TSLA outperforms ➤ Tesla’s head of investor relations presents at Goldman Sachs conference ➤ Details from Supercharger site plans ➤ New radar shows up in Tesla parts catalog ➤ Tesla reportedly adding alternative routes to navigation ➤ FSD Beta 10.69.2 rolls out ➤ Former head of Twitter security testifies to Congress 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

➤ A leaked recording of a Tesla executive presentation reveals new details on Tesla vehicle and energy product production ➤ Tesla files application for refining project in Texas ➤ Neuralink plans offices in Texas ➤ Tesla seeking public feedback on Berlin 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 sets production record at Giga Shanghai in August despite downtime ➤ Chengdu lockdowns extended ➤ Tesla expands hiring for Megafactory ➤ Elon Musk comments on Tesla service ➤ Tesla polls for new Supercharger locations ➤ Mercedes-Benz and Rivian announce partnership agreement ➤ Chevy announces more details on EV Equinox ➤ Elon Musk comments on Apple & Starlink 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 new Model Y breaks Euro NCAP safety rating record ➤ Estimated wait times drop again in China ➤ Canadian minister comments on Tesla communication ➤ S&P responds to inquiry on Tesla’s credit rating ➤ Tesla plans new largest Supercharging location ➤ Giga Berlin receives cosmetic upgrade ➤ Delaware court responds to amendment arguments in Twitter case ➤ Apple announces satellite connectivity with iPhone 14 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

➤ Goldman Sachs issues new note on TSLA after meeting with investor relations ➤ Wolfe Research upgrades TSLA to Buy rating ➤TrueCar estimates August sales for Tesla ➤ China insured vehicle report ➤ FSD beta rollout expands as Tesla increases price ➤ Elon Musk comments on Powerwall supply ➤ Battery “experts” share thoughts on Tesla’s 4680 progress ➤ Fleetpool announces Tesla ordering milestone ➤ Twitter case 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

➤ Moody’s responds to inquiry about Tesla’s credit rating, attempts to justify non-investment grade rating ➤ Nord Stream 1 pipeline halted ➤ Calendar for the week ahead 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

➤ CPCA official comments on Tesla’s Shanghai sales for August ➤ Tesla continues lobbying in Canada ➤ Piper Sandler increases TSLA price target ➤ California Senate passes bill regarding marketing of ADAS features ➤ Tesla delivers first Model Ys to Japan ➤ AXA apologizes for stunt ➤ Volkswagen unable to meet software target ➤ Cruise issues voluntary software recall 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 reduces delivery date estimates on Model Y in US and China ➤ AXA Insurance carries out nonsensical test ➤ Tesla begins deliveries of Model Y in Singapore ➤ Full interview of Elon Musk at ONS: https://vimeo.com/744634172 ➤ Tesla VPP serves another event in California ➤ Giga Berlin event planned ➤ Ford & Rivian push for fewer mining restrictions ➤ BMW celebrates hydrogen ➤ NASA selects SpaceX for more crewed missions ➤ SpaceX 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 #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