Tesla Daily: Tesla News & Analysis

➤ Elon Musk provides updates on “next-gen” Model Y from Giga Berlin and Giga Texas ➤ President Biden speaks about infrastructure and electric vehicles plans to Ford employees, White House releases info on potential credit structure ➤ Electrek reports on vehicle accumulation at Fremont due to part shortage ➤ Renaissance Technologies adds to TSLA position in first quarter ➤ Pierre Ferragu of New Street Research issues updated report on TSLA ➤ Tesla reportedly ships thousands of vehicles to South Korea ➤ Lamborghini announces electric vehicle roadmap 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 Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ What is going on with Tesla stock recently, and how much are Elon Musk’s tweets impacting its performance? ➤ Michael Burry reportedly “bets $530M” against TSLA stock, but the headlines are misleading ➤ Photo of a newly cast Tesla part signals big milestone ➤ Elon Musk visits Giga Berlin, comments on timelines ➤ Elon Musk continues to tweet about bitcoin and dogecoin ➤ Tesla spotted testing a new Model S at Laguna Seca ➤ Green Mountain Power provides update on virtual power plant project ➤ EVE Energy Co. comments on Tesla rumors 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 Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly close to adding another new battery supplier ➤ TSLA stock ends a streak of declining days ➤ Model S order holders receive updated delivery estimates ➤ Tesla expands in Eastern Europe ➤ Morgan Stanley issues note on Tesla 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk offers some explanation / defense for Tesla’s decision to stop accepting Bitcoin as a payment method ➤ Will Tesla get into bitcoin mining? ➤ Refreshed plaid Model S runs quarter mile test ➤ Giga Texas hits significant milestone ➤ Credit Suisse update on Tesla 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly applies to join $18B regulatory credit market ➤ Elon Musk announces Tesla has suspended their acceptance of Bitcoin as a payment option due to environmental concerns ➤ More clarity on Tesla’s China sales in April ➤ Musk tweets about updates to Autopilot, FSD Beta V9, and FSD subscription ➤ Brandenburg minister comments on Giga Berlin production timeline ➤ Waymo and Cruise reportedly request permission to operate driverless services in San Francisco ➤ Waymo CFO and head of automotive partnerships leave the company, following CEO departure earlier this year ➤ Toyota announces electric vehicles plans for 2030 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ CPCA report on Tesla sales in China in April has been met with confusion and conflicting information; what is going on with Tesla sales in China in April? 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock drops 6.5% to start the week ➤ NTSB releases preliminary report on Tesla accident said to be “driverless” by law enforcement ➤ Elon Musk hosts Saturday Night Live, brings Cybertruck to New York City ➤ Tesla faces possible class action lawsuit over Solar Roof price changes ➤ Tesla receives approval for limited Giga Berlin expansion ➤ Survey shows Tesla skyrocketing up rankings of preferred employers in Germany ➤ Expansion of Fremont general assembly area underway ➤ IDRA Group owner receives order for massive casting machine ➤ Panasonic discusses profitability of Tesla battery segment ➤ Ford sets date for all-electric Ford F-150 unveiling ➤ Toyota investors express concern over strategy 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla continues to increase prices on vehicles in the United States ➤ California Public Records Act request unveils emails between Tesla and California Department of Motor Vehicles ➤ Tesla hits major Supercharger milestone ➤ Elon Musk set to host Saturday Night Live 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly “sold out” for Q2, just five weeks into the quarter ➤ One of Tesla’s largest institutional shareholders significantly reduces TSLA stake in first quarter ➤ Tesla may be eyeing changes to its referral program ➤ Tesla to share more data with customers 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla board of directors ordered to turn over communications between Musk and attorneys regarding 2018 CEO Performance Plan ➤ Ford releases April Mustang Mach-E sales figures which continue to fall month-over-month ➤ Stellantis reports earnings and discusses regulatory credit situation with Tesla ➤ GM reports earnings and addresses semiconductor shortages and Super Cruise subscriptions ➤ SpaceX updates 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 Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives