Tesla Daily: Tesla News & Analysis

➤ Brand new Tesla Model S Plaid reportedly catches fire, strange circumstances alleged ➤ Elon Musk provides updates on FSD Beta version 9 and Project Dojo ➤ Boring Co. submits another project proposal in Florida ➤ Porsche expected to issue global recall on Taycan ➤ Renault updates electric vehicle targets, shares battery costs 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 Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla wraps up their second quarter by emptying showrooms, delivering Long Range Model S ➤ Analysts chime in ahead of Tesla’s Q2 delivery numbers ➤ Hong Kong customs approves Model Y ➤ News on a possible US federal EV tax credit ➤ Update on Tesla Energy ➤ Link to RMI article: https://bit.ly/3qAyg78 ➤ Ohio court rules against Volkswagen ➤ Canada sets target for elimination of ICE vehicles 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 Disclosure: Rob Maurer is long TSLA stock & derivatives

YouTube link: https://youtu.be/yQmnS-Vh3Ds ➤ Rob Maurer walks through estimates for Tesla’s Q2 delivery and production numbers and how they may compare to Wall St.’s consensus ➤ Tesla updates vision-only Autopilot software, increasing functionality ➤ Tesla re-recognized as IIHS top safety pick+, Consumer Reports restores recommendation ➤ Giga Berlin injunction request update ➤ Model S Plaid takes on Pikes Peak 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 Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla issues over-the-air software update “recall” in China ➤ Tesla inks new deal with major battery supplier ➤ New study shows Tesla’s attractiveness compared to other vehicles ➤ Tesla prepares for surge in Supercharging ahead of holiday weekend ➤ Rob drives a Model S Plaid: https://youtu.be/SRv6Cpf0IuE ➤ Happy birthday to Elon Musk! 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 update on FSD rollout, FSD subscription timing ➤ TSLA stock closes best week in months ➤ Rumor on China June deliveries ➤ More details on Panasonic’s sale of TSLA stock ➤ Tesla continues increasing prices ➤ The Wall Street Journal reviews the Plaid Model S ➤ CBNC humorously reports on Tesla lawsuit ➤ Brussels moves to eliminate internal combustion engine vehicles 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 Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock continues to rally and outperform indices ➤ Rob Maurer joins The Come Up Series to discuss Tesla: https://youtu.be/LowQrU-VgBw ➤ President Biden says “we have a deal” on infrastructure package ➤ Panasonic discusses 4680 battery cell production, divests from TSLA ➤ Rumor of Tesla being sold out for Q3 ➤ Tesla reportedly opening Supercharger network on some stations in Norway ➤ Elon Musk discusses Starlink IPO access 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 Jeff Sheets Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla stock finishes as the top performing stock across the entire S&P 500 and Nasdaq 100 on Wednesday, posting its best day in months ➤ Ernst & Young releases new forecast on electric vehicle sales ➤ Market research firm GWI shares perceived EV advantages and disadvantages ➤ Tesla takes top slot in American-made index ➤ Honda announces targeted end date of internal combustion engine production ➤ GM partners with Shell for EV customers 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

➤ Alex Potter of Piper Sandler publishes forecast of EV sales by brand through 2040, comments on TSLA as an investment ➤ Adam Jonas of Morgan Stanley releases note discussing Tesla’s capacity expansion ➤ Bitcoin falls to new quarterly low, will impact Tesla’s Q2 financials ➤ Tesla to hold energy event in China ➤ Discussion on China delivery wait times ➤ Volkswagen ID.4 reportedly struggling to gain traction in China 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’s Senior Director of Artificial Intelligence, Andrej Karpathy, presents at CVPR’s 2021 workshop on autonomous driving, sharing new details about Tesla’s progress on autonomy, the decision to remove radar, Tesla’s supercomputer, and more ➤ Link to full presentation: https://youtu.be/eOL_rCK59ZI?t=28292 ➤ Previous episode on Tesla’s supercomputer: https://youtu.be/M7git-yhtno ➤ Elon Musk provides update on Tesla’s AI Day ➤ What to expect from Tesla’s AI Day: https://youtu.be/ceYK-0sgO2k ➤ Reported leaked email from Elon Musk ahead of quarter end ➤ Tesla updates mobile app to include subscription upgrades ➤ Motor Trend reports more details on Model S Plaid ➤ Giga Berlin timeline from newly published documents ➤ Jerome Guillen sells TSLA stock after departure 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 battery factory documents published as Tesla seeks approvals for Giga Berlin: https://bit.ly/3xxbnUd ➤ Plaid Model S owner gives update after one week with yoke steering ➤ Reuters receives information from NHTSA regarding Tesla crash investigations ➤ Musk companies ranked among most “purposeful” brands ➤ Audi discusses internal combustion engine plans ➤ Maine enacts fossil fuel law 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