Tesla Daily: Tesla News & Analysis

➤ Tesla files proxy statement for shareholder meeting and announces 3-1 stock split plan ➤ CPI numbers come in higher than expected ahead of Fed meeting ➤ More info on new 4680 vehicles ➤ Tesla expands Model Y to new countries ➤ Elon Musk comments on FSD Beta 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 tells Tesla to prepare for nutty quarter in all-hands meeting ➤ CPCA reports Tesla’s sales and production in China for May ➤ Reuters reports on June production target ➤ NHTSA elevates investigation on Tesla Autopilot ➤ New info on 4680 battery performance ➤ UBS upgrades TSLA rating ➤ Model Y spotted in new country ➤ KBB reports on vehicles price changes ➤ Switzerland cuts EV incentive ➤ White House announces EV charging plans 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 supply chain news on batteries, autonomous driving hardware, China production and more ➤ Tesla begins external deliveries of Texas-made Model Y ➤ CPCA set to report May numbers ➤ Twitter plans to provide data to Musk ➤ News on IDRA Giga Press ➤ EU sets stricter emissions targets 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

➤ New interior photos of the Tesla Cybertruck show updates from prototype ➤ Target investor update may carry broader market implications ➤ FSD Beta expands significantly ➤ Musk’s Twitter financing reportedly on hold ➤ Tesla pushes back on DFEH discrimination lawsuit ➤ News from IDRA open house ➤ Filing shows Tesla still has interest in radar ➤ Volkswagen software efforts face major challenges ➤ Dealer markup on F-150 Lightning ➤ Starlink IPO 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

➤ Tesla finalizes lithium supply contract ➤ Elon Musk pushes back on Twitter in new SEC filing ➤ Tesla denied EV incentive in Texas ➤ New Tesla Energy project opens ➤ Apple unveils next-generation CarPlay interface ➤ Gates defends TSLA short ➤ Solar tariffs cut ➤ Supercharger map updated ➤ Rivian sends letter to shareholders ➤ Starlink gets permission in France 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 lays off employees as Elon Musk reportedly has a "super bad feeling" about the economy ➤ Tesla reschedules AI Day 2 ➤ New Elon Musk interview: https://youtu.be/AeeeEDSekG8 ➤ Old Tesla referral program resurfaces ➤ May auto sales reported ➤ Cruise to begin commercial operations 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

➤ Goldman Sachs and others react similarly after visits with Tesla investor relations team ➤ Battery cost outlook updated by Goldman Sachs ➤ Piper Sandler notices change in wait time tracker ➤ Analysis of IDRA Giga Press shipping times ➤ Bloomberg NEF releases annual EV outlook study, calls peak ICE ➤ Ernst & Young release EV adoption study ➤ EU to crack down on PHEVs ➤ Ford CEO commits to new direction ➤ The Boring Company updates 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 emails all Tesla and SpaceX employees about unacceptable remote work ➤ Shareloft update (previous announcement here: https://youtu.be/5KdjErsVki8) ➤ News on Texas-made Model Y ➤ Panasonic provides update on 4680 progress ➤ GM slashes price of Chevy Bolt Timestamps: 0:00 Intro 0:33 Announcement 5:27 Rest of episode 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 SVP Drew Baglino discusses battery industry growth, mining, geopolitics, Solar Roof and more: https://youtu.be/-JUlVEDitlA ➤ Mizuho releases new TSLA note ➤ Shanghai moves towards next phase of re-opening, announces action plan including EV incentive ➤ Elon Musk confirms details on IDRA Giga Press casting machine ➤ SpaceX FAA approval delayed again 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 rally, has the share price bottomed? ➤ Credit Suisse issues new Tesla note after visit to Fremont ➤ NHTSA seeks more information on recent Tesla fire ➤ Twitter shareholders sue Elon Musk ➤ New study shows Tesla driver safety ➤ JD Power reports on EV consideration ➤ Rivian makes leadership adjustments 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