Tesla Daily: Tesla News & Analysis

➤ Analyzing Tesla’s research and development spending compared to competition ➤ Goldman Sachs has lowered automotive industry forecasts, but raised Tesla expectations ➤ Tesla corrects FSD loophole ➤ LG plans to invest in US battery factory ➤ Elon Musk plans to leave short-lived board stint ➤ Tesla Daily schedule update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why 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 stock continues impressive run as broader market fades ➤ Looking ahead at the last week of Q1 ➤ Morgan Stanley shares thoughts on Tesla’s Master Plan Part 3 ➤ SEC and Tesla discussed regulatory credit reporting ➤ Hertz updates EV page to include Tesla Model Y ➤ Shell offers Tesla vehicle subscriptions ➤ Giga Texas updates ➤ Stellantis and LG announce multi-billion dollar battery factory ➤ Toyota buys back stock ➤ SpaceX raises prices on launches and Starlink Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why 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’s comments at Giga Berlin explain why Wall Street is still not properly forecasting Tesla’s growth ➤ Tesla delivers first vehicles from Giga Berlin ➤ TSLA stock has best day in months ➤ Giga Fest Texas gets approved ➤ China delivery estimates extended again ➤ SEC responds to Tesla and Elon Musk in legal battle ➤ Nancy Pelosi discloses TSLA trading action ➤ CATL scouts battery factory locations in North America ➤ Nickel finally trades without halting on LME Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why 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 the scope of the next “Master Plan” ➤ Tesla set for first deliveries from Giga Berlin ➤ Nickel prices returning to normalcy ➤ Jefferies issues updated TSLA note ➤ New Tesla energy project in Australia ➤ Tesla China shares new Giga Shanghai manufacturing video ➤ GM begins production of Cadillac LYRIQ ➤ Updates on SpaceX Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why 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

➤ Interest in Tesla Model Y sees unprecedented spike along with electric vehicle search activity ➤ Giga Shanghai resumes production ➤ Semiconductor supply chain pressure increases due to earthquake ➤ Tesla asks drone operators to stop filming ➤ Megapacks continue to pile up at Giga Nevada ➤ Update on FSD Beta in Canada ➤ Lucid CEO discusses pricing, supply chain issues ➤ GM recalls a small number of EV Hummers ➤ Update on The Boring Company Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why 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 announces a Master Plan, Part 3 is in the works for Tesla ➤ Update on water supply for Giga Berlin ➤ Tesla reportedly delays $1B bond sale ➤ Conflicting report on Giga Shanghai production status ➤ London Metals Exchange reopens nickel trading ➤ Ford F-150 Lightning efficiency revealed ➤ Maserati announces EV plans ➤ The Boring Company to enter negotiations with San Antonio Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why 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

➤ Morgan Stanley tours Tesla’s Fremont factory and meets with Tesla’s investor relations team ➤ Federal Open Market Committee concludes March meeting, raises rates ➤ Giga Shanghai reportedly halts production ➤ Global Equities Research issues new TSLA note ➤ New references found in Tesla’s software ➤ Herbert Diess shares revelation regarding Tesla ➤ Apple car project update ➤ The Boring Company updates Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why 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 implements one of their biggest price hikes ever just one week after raising prices ➤ Mixed PPI report ➤ Rumor on Tesla orders ➤ US Labor Secretary meets with Elon Musk ➤ Tesla Insurance looking to expand to two new states ➤ FSD hardware 4.0 reference reported in new software Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why 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 documents show details of updated Model Y ➤ Tesla stock continues to struggle with macro headwinds ➤ Elon Musk challenges Vladimir Putin ➤ Tesla & SpaceX costs rising according to Elon Musk ➤ Tesla begins releasing FSD Beta 10.11 with many changes ➤ Some factories shut down in parts of China, other concerns increase ➤ Model S and Model X show up at Giga Shanghai ➤ US Senators advocate for Defense Production Act for battery materials ➤ Ford discusses dealerships under new business structure ➤ Stellantis CEO believes they will catch up with Tesla ➤ US changes regulations involving autonomous vehicles Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why 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

➤ Former Tesla board member Steve Westly joins Rob Maurer to discuss Elon Musk, Tesla, disruption, energy, venture capital, and more Timestamps 0:00 Intro 0:45 Westly Group focus 2:50 Disruption of conservative industries 4:44 Finding Tesla 8:44 Becoming a board member 10:44 Tesla’s early / present-day ambition 14:28 Current EV landscape 17:37 Tesla’s growth 20:53 Volkswagen & China 24:08 Ford’s EV Split 28:07 Impacts of autonomy 29:23 Luminar 32:32 Tesla Energy & Solar 36:16 Regulatory policies & California migration 40:00 Early stage interests 44:07 Rob’s promise Westly Group: https://westlygroup.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why 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