Tesla Daily: Tesla News & Analysis

➤ Tesla may be significantly increasing production at Giga Berlin ➤ Looking ahead at the calendar ➤ Updates on Tesla in China ➤ Elon Musk crosses 100M Twitter followers as inactivity continues ➤ Volkswagen reveals the all-electric ID. AERO 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 assigning more VINs out of Giga Texas ➤ Credit Suisse updates price target on TSLA stock ➤ Discussion on Russell 1000 and index rebalancing ➤ Updates on Giga Shanghai ➤ Tesla adds EAP to design studio ➤ Annual meeting page posted ➤ Tesla Tequila 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 Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Understanding the Renewable Fuel Standard, RIN credits, and how this multibillion dollar market could change the trajectory of the auto and energy industries in the United States ➤ China reportedly considers EV incentive extensions ➤ Tesla and PG&E begin offering compensation for virtual power plant in California ➤ More news on Texas-made Model Y vehicles ➤ Toyota recalls new EV ➤ Cruise begins paid autonomous rides 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 discusses Tesla’s production challenges, cash burn, FSD, and Cybertruck in new interview (https://youtu.be/u5w_VkAx6tc) ➤ Multiple reports on Giga Shanghai shutdowns cause confusion ➤ Morgan Stanley lowers TSLA price target ➤ CFRA calls TSLA drop a generational opportunity ➤ Tesla heavily recruiting at computer vision conference ➤ Update on Model Y pricing ➤ News on a possible EV tax credit ➤ The Boring Company looks to build tunnel in Giga Texas area 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 shuts down Bloomberg’s EV forecast at Bloomberg’s Qatar Economic Forum (https://youtu.be/uTBeGjg4pek) ➤ TSLA stock rallies to 3rd best day of the year ➤ Tesla provides update on Giga Berlin production ➤ Discussion on Tesla deliveries and production in China ➤ Cars.com updates American-Made Index ➤ Acceleration boost reported for Texas-made Model Y ➤ New photos of Tesla’s Semi Megacharger ➤ Texas plans EV charging investment ➤ IDRA extends open house ➤ von Holzhausen interior 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

➤ Ron Baron shares thoughts on current market ➤ Tesla plans to expand Enhanced Autopilot offering ➤ Rumor on China production ➤ Price increases in China ➤ Berlin-made Model Y efficiency test ➤ Tesla layoffs reportedly continue ➤ SpaceX fires employees behind open letter ➤ Tesla expands insurance offering ➤ Markets closed on Monday, June 20 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 stock drops as Nasdaq hits 52-week low ➤ Tesla raises prices on version of all vehicle models ➤ Checking in on commodities prices ➤ Tesla Semi update ➤ More Tesla Insurance news ➤ Tesla expands Supercharging pilot ➤ Possible new interior option ➤ Report on Tesla delivery and service staff ➤ Elon Musk meets with Twitter employees ➤ Internal SpaceX letter to Elon Musk ➤ Musk, Tesla, SpaceX sued over Dogecoin 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 rises alongside market after FOMC meeting and interest rate decision ➤ Ford discloses that the Mustang Mach-E is no longer profitable ➤ NHTSA releases ADAS / ADS crash data ➤ Elon Musk comments on FSD Beta V11 ➤ Tesla files to expand Tesla Insurance availability ➤ Elon Musk appeals SEC settlement ruling ➤ Nio announces ES7 details ➤ Musk sets Starship launch timeline ➤ The Boring Company gets approval in Las Vegas 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

➤ NHTSA reportedly expected to release crash data singling out Tesla in coming days ➤ PPI reported ahead of Fed meeting ➤ Elon Musk discusses Tesla, Rivian, and Lucid (https://youtu.be/iHmSrK238vI) ➤ Giga Berlin tests production for structural pack Model Y ➤ Tesla expands third-party Supercharging test ➤ Exec resigns for Tesla in India ➤ Elon Musk expected to speak with Twitter employees ➤ Ford halts sales of Mustang Mach-E ➤ GM unveils newest 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 Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk emails Tesla employees as quarter-end approaches ➤ Markets drop ahead of Fed meeting ➤ Updates on Giga Berlin ➤ Info on 4680 production ➤ LG announces investment in 4680 batteries ➤ RBC upgrades TSLA ➤ Tesla faces Bitcoin impairment in Q2 ➤ Virtual power plant in Texas ➤ Automakers ask for EV incentive extension ➤ SpaceX gets FAA approval 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