Tesla Daily: Tesla News & Analysis

➤ Munro & Associates compare Model Y thermal management system design to Ford Mustang Mach-E ➤ Elon Musk provides update on FSD beta progress ➤ Tesla unveils new details in updated Tesla Energy page ➤ Tesla removes Long Range Model 3 from China design studio ➤ Rivian delays first deliveries ➤ Volkswagen makes a decision on Herbert Diess 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 Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk shares new information on the Tesla Cybertruck ➤ Tesla increasing peak Supercharging rate ➤ Understanding impact of Supercharging changes ➤ Survey on imported electric vehicles in Japan ➤ Chevy Bolt recall related to fires ➤ Mustang Mach-E faces problems in Norway 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 Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla pushes back on owner’s claim of brake failure in China ➤ German court rules on contest of Giga Berlin temporary approvals ➤ Tesla updates specs of Model 3 in Canada ➤ Experian releases registration data, showing Tesla’s lead in the US in the beginning of the year ➤ Checking in on estimated delivery timelines ➤ News on US federal EV tax credit status ➤ LG increases battery production investments 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 Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has scheduled their Q2 earnings report and investor call ➤ Goldman Sachs publishes updated TSLA note ahead of earnings outlining expectations and assessing Tesla in China ➤ New details on the made-in-China Standard Range Model Y ➤ Samsung and LG reportedly make progress on 4680 battery cell development ➤ Tesla introduces new solar panels ➤ Elon Musk discusses Powerwall orders and production rate ➤ More details on Tesla’s FSD V9 visualization 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 Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has released the long-awaited FSD Beta V9, has it lived up to the hype? ➤ Leaked Tesla battery photo sparks heated debate ➤ Elon Musk takes the stand in trial to defend Tesla’s acquisition of Solar City ➤ Model Y gets a new feature ➤ Brandenburg Minister Jörg Steinbach provides update on Giga Berlin ➤ Samsung and Tesla reportedly agree on camera supply contract for Tesla Cybertruck ➤ Germany makes commitment on electric vehicle incentives 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 Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla opens up configuration for the Model Y in Europe ➤ Discussing possible reasons for the decision and the coincidence with the Standard Range Model Y introduction ➤ J.P. Morgan reacts to Standard Range Model Y ➤ Tesla partners with real estate companies on Tesla Energy project ➤ The Boring Company reportedly purchases land 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 Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk provides a more firm timeline for FSD Beta alongside some new information ➤ Tesla releases cheaper Model Y in China with some interesting specs ➤ CPCA reports June Tesla sales in China ➤ Tesla reportedly faces fine for some Giga Berlin construction ➤ Volkswagen, BMW fined for actions related to emissions scandal ➤ Stellantis announces electrification strategy at “EV Day” ➤ ARK Invest (ARKK) buys TSLA stock for the first time in a month: https://bit.ly/3AT89gu 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 Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New visualization of Tesla’s vision-only depth perception from production vehicle ➤ TSLA stock drops alongside other EV manufacturers ➤ China June sales expected soon ➤ Discussion on Model 3 and Model Y production increases ➤ The Boring Company receives new project approval ➤ New Jersey renews/updates EV tax credit 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 Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk provides updates on FSD beta timing, Cybertruck, Tesla UI, and more ➤ Tesla faces lawsuit over accident involving Autopilot ➤ China concerns persist as TSLA stock drops to open the week ➤ New details emerge on Model S Plaid fire ➤ JP Morgan, Goldman Sachs, and Morgan Stanley react to Tesla delivery report ➤ Rimac and Bugatti merger ➤ Volkswagen looks to divest from charging network 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 Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla announces Q2 delivery and production results ➤ Livestream link: https://youtu.be/xoY-IR5IzWg 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 Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives