Tesla Daily: Tesla News & Analysis

➤ Rob Maurer shares initial thoughts on Tesla’s FSD Beta after a few days of use ➤ NHTSA requests data from 12 other automakers in regards to Tesla investigation ➤ Giga Texas welcomes new employees on site ➤ New Cybertruck photo debate ➤ Rivian announces important milestone ➤ Redwood Materials announces plans beyond battery recycling: https://bloom.bg/3lpFpoz 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 John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New US federal EV tax credit proposal released, including some disheartening changes: https://bit.ly/39jMC45 ➤ Elon Musk comments on TSLA’s valuation ➤ FSD Beta 10.1 feature and timeline updates ➤ Tesla adjusts pricing in China ➤ Giga Berlin reportedly receives new preliminary approvals, has good chance of final approval per economic minister ➤ SpaceX Inspiration4 launch scheduled 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 John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla’s Model S Plaid sets a new record on the Nürburgring ➤ Full leaked email from Elon Musk ➤ Video from inside Giga Texas ➤ Tesla discontinues one solar purchasing option ➤ Tesla finds a loophole in New Mexico ➤ GM and Toyota make production announcements regarding supply chain issues ➤ Harvard announces new investment plans 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 John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Leaked Elon Musk email provides context for other rumors, Q3 results ➤ Tesla China opens massive new delivery center, plus rumors on production ➤ Elon Musk provides more details about the FSD Beta rollout plan ➤ Tesla exec recognized on Fortune’s 40 Under 40 list ➤ New York moves to ban internal combustion engine vehicles ➤ Latest rumor on Apple’s car project ➤ Ford closes India factories 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 John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Video: https://youtu.be/bgikZ2BLybI ➤ Rob Maurer walks through how Tesla’s third quarter is shaping up after August sales numbers are reported from China ➤ Tesla expands Energy team ➤ News on solar in the United States 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 John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Leaked Elon Musk email gives new insight on Tesla’s aspirations on possible future share price ➤ Musk comments on crazy end of quarter delivery push ➤ Giga Berlin may be on track to receive more than $1B in funding as battery equipment arrives ➤ FSD Beta downloaded and used in Ukraine ➤ Construction begins on UK energy storage project ➤ Tesla files to expand a portion of Fremont factory ➤ China Supercharger factory update ➤ China regulatory credit market ➤ New information on April Tesla crash in Texas ➤ Toyota provides update on EV plans ➤ GM halted production in North America 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 John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Katherine Ross interviews Rob Maurer about the current state of Tesla and what to think about going forward 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 John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rumors leaked from an Elon Musk Tesla company call ➤ Don't miss today's other episode: https://youtu.be/LK07bTZIZoI 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 John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ ARK Invest does great work, but here’s why I disagree with them in this instance ➤ Elon Musk sets timeline for FSD Beta 10, “Beta Button” wide release ➤ Tesla gets new office space in San Jose ➤ Newly published patent application details Tesla’s fleet learning capabilities (https://bit.ly/3BCUZUh) ➤ Elon Musk comments on artificial intelligence dangers ➤ Apple Car rumors resurface ➤ Tesla Solar Roof may be facing challenge in Florida ➤ Markets will be closed on Monday, September 6th 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 John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ NHTSA requests information from Tesla in relation to Autopilot investigation (https://static.nhtsa.gov/odi/inv/2021/INIM-PE21020-84913P.pdf) ➤ Elon Musk comments on next-gen Tesla Roadster production timeline ➤ Discussion on production ramps from Giga Berlin and Giga Texas ➤ Autopilot team employee teases FSD Beta ➤ Model Y vehicles line up at Beijing DMV ➤ Motor Trend reviews the Rivian R1T 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 John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives