Tesla Daily: Tesla News & Analysis

➤ Elon Musk responds to Tesla bear case ➤ Tesla reportedly meets with buy-side investors, shares details on Giga Berlin and Giga Texas ➤ NHTSA in contact with Tesla in regard to some screen functionality while driving ➤ China Passenger Car Association releases year-to-date by model sales ➤ Tesla partners with Genex on Australian battery project ➤ Missy Cummings back in the news ➤ Volkswagen and Herbert Diess resolve recent uncertainty 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

➤ China Passenger Car Association reports Tesla China sales for November ➤ New street-high TSLA price target ➤ Tesla China teases announcement on December 10 ➤ More activity at Giga Texas ➤ Possible feature and hardware updates for Model 3 and Model Y ➤ Model S Plaid shows better charging capability ➤ Neoen and Tesla activate Victorian battery project ➤ Update on US federal EV tax credit ➤ President Biden tweet references Tesla ➤ Ford F-150 Lightning 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 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 joins The Wall St. Journal CEO Council to discuss Cybertruck, Tesla Bot, Neuralink, Starship and more (https://youtu.be/lSD_vpfikbE) ➤ UBS issues updated analyst note, increases TSLA price target ➤ China November sales numbers expected soon ➤ Giga Texas activity increasing ➤ Model Y RWD order holders asked to update configuration ➤ Intel plans to IPO autonomous driving unit Mobileye ➤ Reports on Volkswagen management and possible Porsche spinoff 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

➤ Tesla reportedly under SEC investigation regarding Tesla Solar ➤ Ford clarifies F-150 Lightning timeline ➤ RBC Capital increases TSLA price target ➤ Elon Musk to be interviewed on Wall St. Journal’s CEO Council (https://on.wsj.com/3GiJ14p) ➤ New York Times publishes exposé on Autopilot / FSD development ➤ Tesla releases FSD Beta 10.6, update on lockout ➤ Report on court hearing possibly impacting opening date for Giga Berlin ➤ Supercharger / Megacharger updates ➤ First set of Rivian price targets released ➤ Lucid subpoenaed by the SEC Tesla Daily episodes on Walmart lawsuit of Tesla: 1. https://bit.ly/3DvPDKU (4 minutes in) 2. https://bit.ly/3pQ6Av9 (3 minutes in) 3. https://bit.ly/3DzEPLP (4.5 minutes in) 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 announces new version of the Cybertruck and confirms feature ➤ Catching up on Elon Musk’s TSLA stock sale ➤ FSD Beta 10.6 timeline ➤ Tesla mobile app update ➤ Model Y recall in China ➤ Megapacks spotted in large numbers at Giga Nevada ➤ Tesla supplier discusses Giga Press on earnings call ➤ Ford reportedly delays F-150 Lightning deliveries 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

➤ Rumored Tesla China sales for November look strong in context of previous quarters ➤ Handelsblatt reports latest news on Volkswagen / Herbert Diess future ➤ Discussion on upcoming S&P 500 rebalancing ➤ Tesla adds a number of “cyber” related products to their store 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

➤ Tesla’s lead in electric vehicles is unwittingly highlighted by Stellantis CEO in interview ➤ Giga Shanghai production report is redacted ➤ Tesla’s Director of AI tweets about auto-labeling process ➤ Verdict in Tesla lawsuit in Norway ➤ Report on Porsche Taycan battery issues ➤ Honda CEO pushes off electrification 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

➤ Leaked Elon Musk email to employees highlights “genuine risk of bankruptcy” amid engine production challenges ➤ Tesla Giga Press supplier discusses design process, Tesla’s ambitious targets, broader automotive adoption ➤ New comments from Michigan senators on US federal EV tax credit status ➤ More information on approval process for Giga Texas ➤ Further discussion of Mary Barra’s comments ➤ Following up on Giga Berlin works council efforts ➤ Rooftop solar hits milestone in South Australia 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

➤ Rumors/reports on Tesla’s factories in Berlin, Shanghai, and Texas ➤ New street-high price targets on TSLA stock ➤ Leaked Elon Musk email to Tesla employees ➤ GM CEO Mary Barra denies Tesla’s leadership position: https://youtu.be/-XGGlQPvT1s ➤ Elon Musk comments on Cybertruck, plans product roadmap update ➤ Nissan announces electric vehicles roadmap for 2030 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

➤ Stock market drops on new concerns ➤ Catching up on Elon Musk’s ongoing TSLA stock sale ➤ Tesla declines over $1B in funding for battery factory in Germany ➤ Tesla reportedly expanding Giga Shanghai ➤ First made-in-China Model Y Performance vehicles are delivered ➤ New part updates ➤ Price increases in China and Canada ➤ Rivian reportedly delays R1S 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