Tesla Daily: Tesla News & Analysis

➤ Tesla adds new job listings for Tesla Bot, descriptions provide interesting insights ➤ New information on mysterious Model X fire ➤ GM comments on Chevy Bolt recall including production and repair plans ➤ Tesla’s proximity sensing feature may see an update ➤ Report on 4680 battery supply partnerships Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing 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 on Tesla’s sales in China for August and a Giga Shanghai factory shutdown ➤ Tesla may have started pre-production at Giga Texas ➤ Analyst visits Fremont, comments on pace ➤ Series of reports suggests movement on Tesla’s plans in India ➤ Elon Musk comments on FSD Beta 10, FSD visualization ➤ Tesla involved in accident with roadside police car, owner blames Autopilot ➤ Tesla testing solar roofs near Fremont ➤ Tesla reaches amended agreement with New York 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 John Beans Executive produce Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla extends estimated delivery timelines in China ➤ 4680 battery cell yield report ➤ Musk comments on LFP battery decision ➤ Rivian reportedly prepares for initial public offering ➤ Waymo shutters lidar business line ➤ Tesla Daily turns four years old 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 John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New Model 3 version to begin shipping in North America ➤ Tesla China delivers first Standard Range Model Y ➤ Giga Berlin opposition progresses to discussion phase ➤ Tesla updates mobile app ➤ Model S Plaid back at Nürburgring ➤ Musk adds some more context on FSD Beta plan ➤ Federal Reserve comments expected to close week ➤ Former Neuralink exec moved to stealth startup 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 John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Cathie Wood of ARK Invest comments on TSLA, ride-hailing opportunity, and semi-conductor shortages after Tesla’s AI Day ➤ Elon Musk provides update on FSD Beta public release ➤ Sandy Munro rant about NHTSA investigation of Tesla ➤ GM expands Chevy Bolt recall ➤ Lucid announces lineup changes ➤ SpaceX infrastructure in 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 John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla could be setting up for a huge Q3 delivery/production beat ➤ Reported July production for Tesla in China ➤ Tesla lists new humanoid job posting after AI Day ➤ Elon Musk says FSD Beta 9.2 is “not great” ➤ Wall St. analysts react to Tesla’s AI Day ➤ Tesla applies to become electricity provider in Texas ➤ Report on Ford F-150 Lightning production targets ➤ NHTSA considering increased emissions fines ➤ House of Representatives votes on $3.5 trillion budget resolution 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 John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Recapping Tesla’s AI Day presentation on neural network perception, planning, training, labeling, Project Dojo, and Tesla Bot in simple, understandable language. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing 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 Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Listen to Tesla's AI Day presentation about Project Dojo, Full Self-Driving, Tesla Bot, and more in less than 20 minutes. Timestamps: 0:00 Tesla is a leader in AI 1:01 Tesla Full Self-Driving 3:24 4D vector labeling 4:29 Auto-labeling 6:27 Tracking objects 8:15 Tesla simulation 9:45 Project Dojo 16:18 Tesla Bot humanoid 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 John Beans Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ US Senators ask US Federal Trade Commission to examine Tesla’s communication around Autopilot and Full Self-Driving ➤ Analysts from Morgan Stanley, Goldman Sachs, and New Street Research react to NHTSA’s Tesla investigation ➤ JD Power releases results of electric vehicle charging study ➤ Tesla sticker spotted on robot ahead of AI Day 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 John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Goldman Sachs issues updated TSLA note detailing their expectations for Tesla’s AI Day ➤ Bernstein increases TSLA price target ➤ Elon Musk trial wraps up testimonials ➤ Tesla China continues to expand public relations team ➤ Doug DeMuro reviews Tesla Model S Plaid ➤ Elon Musk comments on humanoids 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 John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives