Tesla Daily: Tesla News & Analysis

➤ Elon Musk discusses Tesla autonomy and Tesla Bot with Lex Fridman: https://youtu.be/DxREm3s1scA ➤ Argus Research raises TSLA price target ➤ Wedbush reiterates TSLA price target ➤ Global Equities Research visits Fremont factory ➤ China domestic December sales teaser ➤ China set to change foreign investment rules ➤ Hyundai closes engine development division 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 Jeffrey Yu 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

➤ Discussion on Tesla’s production rate at Giga Shanghai after new drone flyover videos: https://youtu.be/VvVJcW6gN5I ➤ Tesla releases FSD Beta 10.8 and new user interface in holiday update ➤ Refreshed Model X update ➤ New employee comments on Giga Berlin battery production ➤ Tesla Megapack project in Hungary ➤ Yale University studies vehicle supply chain emissions: https://bit.ly/3EylCL5 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 Jeffrey Yu 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

➤ Consumer Reports criticizes Tesla’s driver monitoring implementation ➤ Elon Musk continues selling TSLA stock ➤ NHTSA comments on Tesla investigation ➤ News on FSD Beta 10.8, premium connectivity ➤ Tesla signs huge shipping contract ➤ Tesla agrees to graphite supply contract ➤ Grant application may hint at future Supercharger strategy ➤ Rear-wheel drive Model Y on EPA site for 2022 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 Jeffrey Yu 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 has best day since Elon Musk began selling stock ➤ Musk clarifies stock sale intentions in Babylon Bee interview ➤ German state comments on Giga Berlin status ➤ Tesla software updates ➤ Fremont Fire Department called to Tesla Fremont facilities ➤ NHTSA opens another investigation of Tesla 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 Jeffrey Yu 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

➤ Deutsche Bank investor note covers meeting with Tesla on 4680 batteries, margins, FSD Beta and more ➤ Tesla releases firmware version 2021.44.25 ➤ EPA releases new emissions requirements through 2026 ➤ IIHS tests Tesla Model Y safety ➤ New customers orders 10 Tesla Semis ➤ Tesla adds wireless charger to shop ➤ Nikola settles with SEC 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 Jeffrey Yu 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 his tax bill for the year leading to questions on the status of his stock sale ➤ Guggenheim initiates coverage of Tesla stock ➤ Update on the status of the US federal EV tax credit ➤ Elon Musk gives timeline for Giga Texas party ➤ Brandenburg prime minister comments on Giga Berlin approval ➤ Tesla using old batteries in new inventory vehicles ➤ Chinese battery supplier reportedly agrees to supply deal with US automaker ➤ Couple delivers baby in a Tesla en route to hospital ➤ Nio unveils new Nio ET5 ➤ Cruise dismisses CEO 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 Jeffrey Yu 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

➤ Lawsuit filed against Tesla for Elon Musk’s recent tweets ➤ Senator Elizabeth Warren takes out ads against Elon Musk ➤ Tesla launches insurance product in another state ➤ New features for refreshed Model S/X ➤ Elon Musk comments on eventual Giga Texas size ➤ Fremont Police Department provides update on shooting ➤ Update on US federal EV tax credit status ➤ Catching up on Elon Musk’s stock sale ➤ GM delivers first EV Hummer ➤ Rivian files first earnings report 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 Jeffrey Yu 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

➤ Toyota suddenly backtracks on past electric vehicle comments, updates EV targets ➤ Elon Musk continues TSLA stock sale ➤ Daiwa Capital Markets increases TSLA stock price target ➤ Tesla will begin accepting Dogecoin on merchandise ➤ Fremont Police Department investigating suspicious death at Tesla factory ➤ Elon Musk responds to Senator Elizabeth Warren 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 Jeffrey Yu 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 closes below $1,000 per share for first time since October ➤ Elon Musk recognized as TIME person of the year (https://bit.ly/3DQ5xQv) ➤ Hardcore History with Elon Musk: https://youtu.be/T_Fa50Zc_3Y ➤ Tesla China November production numbers reported ➤ Tesla Semi may have started test production ➤ Tesla updates Roadster webpage ➤ Elon Musk comments on Cybertruck prototype ➤ Model 3/Y top premium segment in the US ➤ Tesla releases FSD Beta 10.6.1, Musk comments on 10.7 ➤ New merchandise added to Tesla Shop ➤ Paraguay reportedly interested in Tesla Energy products ➤ Canada continues to push back on proposed US EV tax credit structure 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 Jeffrey Yu 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

➤ Drone flyover spots new Cybertruck prototype on Tesla's Fremont test track (https://youtu.be/8NkRT_y9zms) ➤ Elon Musk jokes about quitting ➤ New Form 4s for Elon Musk's TSLA stock sale ➤ Tesla stops taking orders for Model S/X outside of North America ➤ Mary Barra discusses GM's EV position ➤ Department of Justice investigating short selling hedge funds 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 Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives