Tesla Daily: Tesla News & Analysis

➤ Twitter sues Elon Musk over acquisition termination, makes case against Musk (https://bit.ly/3uJ7cps) ➤ CPI report expected to show increase ➤ Munro encounters challenges with 4680 pack teardown ➤ BYD falls on concern of Buffett exit 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 falls 10% from post-market Friday high as Covid cases rise in China ➤ Model Y sales compare favorably in first half of year in China ➤ Giga Berlin start shipping Long Range Model Y ➤ Twitter board comments on Musk’s termination attempt, sends letter claiming Musk has breached the merger agreement ➤ New details on next-gen Supercharger ➤ More information on Tesla solar trailer concept ➤ Rivian reportedly laying off portion of staff 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 has terminated the merger agreement offer to purchase Twitter (https://bit.ly/3arWkp6) ➤ Tesla sets new records in China ➤ 4680 Model Y teardown continues ➤ Tesla China executive expands responsibilities ➤ New Supercharger info ➤ Electric vehicle interest rising ➤ Tesla Megapacks pile up at Giga Nevada 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

➤ Elon Musk makes series of comments on possible Tesla ‘Robovan’ ➤ New report on Tesla Cybertruck production ➤ More details from ongoing teardown of 4680 Model Y ➤ Indonesian President discusses status of possible Tesla factory ➤ Tesla Solar reportedly has strong quarter in the US ➤ SpaceX announces Starlink Maritime 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

➤ Munro associate shares more details on the Texas-made 4680 Model Y teardown ➤ Instructions on how to vote for annual meeting: https://ir.tesla.com/shareholders/vote ➤ Preliminary report for Tesla sales in China in June ➤ Rivian ramps up production in the second quarter ➤ Musk comments on FSD timeline for The Boring Company ➤ Sun Valley conference kicks off 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 prepares for expansions at Giga Berlin and Giga Shanghai ➤ Analysts react to Tesla’s Q2 delivery and production report ➤ Munro & Associates begin Texas Model Y teardown (https://youtu.be/FXpfU6I_T3w) ➤ Elon Musk comments on Tesla’s interest in mining ➤ Tesla gains market share in the second quarter despite shutdowns ➤ Tesla’s brand strengthens year-over-year ➤ Musk comments on FSD Beta ➤ Supercharging update ➤ The Boring Company opens newest Loop station ➤ SpaceX receives important FCC permission 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

➤ Rob Maurer walks through Tesla’s Q2 delivery and production report, how it compares to expectations, and what it means going forward 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

➤ Walking through what to expect from Tesla’s Q2 delivery and production report ➤ Q2 GDP forecast dropped to negative ➤ PCE comes in below expectations ➤ Goldman Sachs publishes new TSLA note ➤ Permit shows planned expansion at Giga Texas ➤ Supreme Court rules to limit EPA control ➤ Plaid hits new top speed ➤ 4680 analysis video out 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 reportedly increases Giga Texas Model Y production drastically ➤ Tesla Annual Shareholder Meeting drawing ends soon: https://www.tesla.com/2022shareholdermeeting ➤ New China insurance data ➤ Uber shares more details on Hertz / Tesla rental business ➤ J.D. Power releases 2022 Initial Quality Study ➤ Munro & Associates updates ➤ EU moves forward on possible ban of ICE vehicles by 2035 ➤ Hyundai shows concept of Ioniq 6 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

➤ Elon Musk comments on Tesla’s Master Plan Part 3 and Tesla’s level of interest in mining ➤ Albemarle looks to expand US lithium capacity ➤ Report on Samsung’s 4680 battery progress ➤ Tesla begins Long Range Model Y deliveries from Giga Texas ➤ Q2 delivery expectations fall ahead of report ➤ Volkswagen CEO Herbert Diess comments on Tesla ➤ Discrimination lawsuit continues ➤ Correction on China EV incentives ➤ Tesla lays off portion of labeling team ➤ SpaceX faces lobbying pressure (https://www.votervoice.net/SpaceX/Campaigns/95756/Respond) 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