Tesla Daily: Tesla News & Analysis

➤ Elon Musk has committed to selling 10% of his Tesla stock after conducting a Twitter poll — here are the important details behind this decision ➤ Numbers reported in China suggest a massive Q4 may be materializing ➤ Multiple analysts increase TSLA price targets ➤ PepsiCo CEO discuss Tesla Semi plans and timeline ➤ Tesla increases prices yet again ➤ Tesla granted important energy permit 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

Pierre Ferragu of New Street Research joins Rob Maurer on Tesla Daily to discuss Tesla's excellent Q3 results, Tesla Insurance, FSD Beta, battery strategy, outlook for 2022, and more. Timestamps: 0:00 Intro 0:28 $1,298 TSLA price target 1:51 Reaction to Tesla's Q3 earnings and TSLA price run 11:49 4680 battery game theory 20:20 Thoughts on FSD Beta 24:50 Tesla Insurance 39:02 Institutional investor discussions 40:40 Supply chain and 2022 outlook You can find Pierre on Twitter @p_ferragu New Street Research: https://www.newstreetresearch.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 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 surface on Tesla’s production rate at Giga Shanghai ➤ Tesla removes 0% down financing option ➤ TSLA sets another all-time high closing price ➤ New changes made to EV tax credit proposal ➤ Panasonic shares more details on plans for 4680 batteries ➤ Elon Musk tweets about new features, FSD Beta updates ➤ GM’s Cruise completes first driverless ride ➤ Update on Hong Kong Tesla Fest ➤ More info on Volkswagen ➤ SpaceX 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

➤ Stock markets, TSLA stock rise after Federal Reserve meeting ➤ Details on reported Tesla / Uber partnership ➤ Factory rumors for Tesla in China ➤ Tesla Canada shares video highlighting employees and various projects ➤ Internal Volkswagen conflict continues ➤ Rivian IPO filing reveals new details 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 says Tesla and Hertz have not agreed to a contract yet ➤ Rental company Avis is asked about the Hertz order on earnings call ➤ Tesla files recall related to FSD Beta rollback on version 10.3 ➤ Tesla makes a number of design studio updates, including range and acceleration changes ➤ Elon Musk laments regulatory barriers in Berlin ➤ Battery equipment spotted at Giga Texas 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 just unlocked a hidden revenue stream worth billions of dollars ➤ TSLA rally continues as Tesla stock closes at all-time high ➤ Tesla reportedly updates Solar Roof solar tiles ➤ Tesla locks in lithium supply contract ➤ New financing option introduced in China ➤ Tesla Hong Kong teases “Tesla Fest” next week ➤ Model Y “coming soon” to Hertz? ➤ Latest news on the US federal EV tax credit ➤ BMW CEO makes some interesting comments ➤ Black Cybertruck photo? ➤ Current & former Tesla board members sell TSLA stock ➤ SpaceX publishes Starbase video (https://youtu.be/TeVbYCIFVa8) 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 out the week with a 22% gain ➤ Report on Tesla battery supply for 2022 ➤ Performance Model Y spotted at Giga Shanghai ➤ New Model X info from EPA documents ➤ Tesla files recall for small number of Model 3 / Model Y vehicles ➤ Republican senators push back on union EV tax credit ➤ Toyota unveils new electric vehicle 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

➤ White House release new $1.75T budget framework ➤ Detailed framework (pg. 1,240): https://bit.ly/3nDhx1P ➤ Rumor on Tesla China sales for October ➤ NTSB chair comments on NHTSA and Missy Cummings ➤ Volkswagen CEO reschedules investor meeting due to works council conflict ➤ Fiat Chrysler emissions scandal 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

➤ TSLA stock gets price target increases from Goldman Sachs, Citigroup, and Piper Sandler ➤ GM announces Q3 earnings, CEO Mary Barra comments on electric vehicles plans ➤ Ford announces Q3 earnings, raises outlook ➤ Hertz partners with Uber & Carvana, Hertz CEO shares more insight on Tesla order ➤ Ron Baron shares most recent thoughts on Tesla stock ➤ Sentry Mode updates ➤ FSD Beta news ➤ EV tax credit update ➤ Lucid Air battery pack size revealed 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 publishes Project Dojo whitepaper which Elon Musk notes “is more important than it may seem at first” ➤ Tesla China production report and implications for Q4 production numbers ➤ New Tesla colors show up in app ➤ Tesla reportedly expands regulatory credit partnership in Europe ➤ New details from Tesla’s 10-Q filing ➤ Update on NHTSA’s Tesla investigation ➤ More information on Hertz’ Tesla order ➤ Lucid prepares to begin 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