Tesla Daily: Tesla News & Analysis

➤ Elon Musk replies to NHTSA’s request for FSD Beta access, comments on version 10.69 ➤ President Biden sign Inflation Reduction Act into law ➤ Factories suspended in China due to power shortages ➤ Tesla expands Virtual Power Plant pilot in California ➤ Superchargers in Germany are non-compliant with regulations ➤ Tesla scores well in brand survey ➤ Musk granted limited access in Twitter case ➤ Karpathy publishes video on neural networks 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

➤ Fund discloses multi-billion dollar TSLA stock position ➤ Discussing Tesla’s decision to halt orders on the Model 3 Long Range in North America ➤ Tesla updates specs for new, larger Megapack ➤ Elon Musk comments on Tesla production milestones ➤ Giga Texas update ➤ Elon Musk writes essay for China Cyberspace publication ➤ Tesla receives large new order from startup ➤ Panasonic looks to improve Giga Nevada output ➤ CATL announces new factory ➤ Munro discusses 4680 battery cells ➤ EU court rules on “Autopilot” terminology 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

➤ Is Elon Musk finally done selling TSLA stock after his second major round of sales to finance a possible Twitter deal? ➤ CPI and PPI data comes in lower than expected ➤ House to vote on Inflation Reduction Act ➤ Musk comments on Tesla Semi timeline ➤ BYD reportedly supplying batteries to Tesla ➤ New Tesla Energy project ➤ Rivian reports Q2 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

➤ Tesla has set a new production rate record for Model Y at Giga Shanghai after upgrades ➤ Markets fall as CPI report expectations rise ➤ Tesla Model Y and Model 3 are leading sellers in California ➤ Dan O’Dowd continues campaign against 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

➤ The US Senate passes huge EV tax credit ➤ Link to marked-up EV bill: https://bit.ly/3OMSWmK ➤ Full explanation video: https://youtu.be/7yAdviya7Ls ➤ Tesla reportedly secures huge nickel contracts with Indonesian suppliers ➤ Tesla encourages Ontario to increase manufacturing incentives ➤ Giga Shanghai updates ➤ Elon Musk comments on FSD Beta ➤ Lucid reports earnings ➤ Schedule 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 announces stock split details after shareholder approval ➤ Shareholder proposal passes despite board recommendation ➤ Takeaways from Tesla’s annual shareholder meeting ➤ EV tax credit updates ➤ China July sales report ➤ Elon Musk’s countersuit against Twitter 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 Model Y version reportedly coming soon with new battery out of China ➤ Automakers push back on EV tax credit language ➤ Tesla offers owners in China incentives to upgrade ➤ New Solar Roof reportedly in testing by Tesla ➤ Munro continues 4680 teardown ➤ Tesla updates S/X status for Europe ➤ Germany leaves door open on nuclear 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 begins implementing game-changing new charging feature ➤ CATL reportedly delays factory announcement in wake of Pelosi visit to Taiwan ➤ Tesla add news Supercharger attraction in Germany ➤ Toyota continues to struggle with bZ4X 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

➤ Hertz praises Tesla during quarterly earnings call ➤ Tesla opens voting for questions for Shareholder Meeting ➤ SpaceX to launch Tesla referrer photos into space ➤ Giga Shanghai updates ➤ Musk comments on Tesla short sellers ➤ FSD Beta 10.13 update ➤ IDRA rumor ➤ Munro & Associates interview Ford execs ➤ Musk countersues Twitter 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 fly as Elon Musk comments on stabilizing costs ➤ Core PCE rises ➤ Kimbal Musk exercises options, comments on Tesla’s outlook ➤ Elon Musk provides update on FSD Beta 10.13 ➤ Munro extracts first 4680 cell ➤ Tesla launches cloud profiles ➤ Energy storage makes impact in Hawaii ➤ Date set for Musk court case with Twitter ➤ Rivian confirms layoffs ➤ Sign the petition on hybrid vehicles: https://chng.it/xrcgjS4QMT ➤ Letter template to for Senators: https://bit.ly/3Jhff2S 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