Tesla Daily: Tesla News & Analysis

➤ Newly proposed changes to electric vehicle, solar, and energy storage tax credits have massive industry-wide implications ➤ Link to marked-up proposal: https://bit.ly/3OMSWmK ➤ GDP estimated to decline in Q2 ➤ Amazon, Apple rise after earnings reports 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’s production targets reported after downtime at Giga Berlin ➤ Stocks rally after Fed meeting ➤ Senators Manchin and Schumer announce agreement on major bill ➤ Munro & Associates continue 4680 battery pack teardown ➤ Tesla and Neoen receive new approval on battery project ➤ Ford beats earnings expectations 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

➤ Market updates as big week continues ➤ Elon Musk plans to put head down, focus on mission ➤ Tesla expands insurance product to new states ➤ New software update changes range prediction calculations ➤ GM reports earnings, highlighting Tesla’s dominance ➤ Germany to reduce EV incentives ➤ More insight on Volkswagen’s new CEO ➤ Mercedes plans to stop production on its first EV 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

➤ Discussing new disclosures from Tesla’s second quarter 10-Q filing ➤ Big week for macroeconomic reports, earnings ➤ Giga Berlin reportedly tests new processes during downtime ➤ Shanghai factory rumors ➤ FSD Beta 10.13 updates ➤ Elon Musk denies Wall St. Journal report ➤ Herbert Diess out as Volkswagen CEO 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 discusses the biggest learnings from Tesla's Q2-22 earnings beat and management's comments on the earnings call. 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

Watch on YouTube: https://youtu.be/y-vMDUwW67I ➤ What to watch for in Tesla’s upcoming Q2 earnings report, and a serious red flag in consensus estimates ➤ Tesla produces 2 millionth vehicle in Fremont ➤ New Supercharger info ➤ Judge allows for expedited hearing in Twitter case 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

➤ Release notes for next FSD Beta update leaked ➤ Earnings week kicks off ➤ Update on Giga Shanghai upgrades ➤ New application from Tesla on Giga Texas ➤ Used Tesla prices rising much faster than other brands ➤ Updates on Panasonic, CATL, and 4680 battery ➤ Musk comments on Tesla HVAC product ➤ Twitter case 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

➤ Elon Musk comments on upcoming FSD Beta updates ➤ Rumor on Tesla’s Project Dojo ➤ Discussion on Tesla’s pricing ➤ Updates on Giga Shanghai ➤ Munro visits IDRA ➤ SEC inquires about Musk’s Twitter comments ➤ Court to hear expedition request 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 4680 battery info from The Limiting Factor: https://youtu.be/8WPPBhqeekw ➤ PPI higher than expected ➤ Giga Texas production report ➤ Giga Berlin test production sales ➤ Morgan Stanley lowers Tesla price target ➤ Tesla opens questions for Q2 earnings call ➤ EV market share rises in the US 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’s Director of Artificial Intelligence, Andrej Karpathy announces that he is leaving the company ➤ CPI report comes in higher than expected ➤ Two new analysts initiate coverage on TSLA stock ➤ Panasonic selects location for US battery factory ➤ Customers receive VINs for new Berlin Model Y ➤ Supercharger V4 rumors ➤ Aptera starts petition advocating for Supercharger standard (https://bit.ly/3yE2Dhh) ➤ Former Delaware Supreme Court Justice comments on Twitter lawsuit 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