Tesla Daily: Tesla News & Analysis

➤ Tesla reportedly temporarily halts production at Fremont, Elon Musk responds ➤ New federal EV tax credit legislation introduced by Oregon Members of Congress ➤ Rumor on Giga Berlin production timeline ➤ Update on Tesla battery project in Australia ➤ Refresh Model S and Model X spotted ➤ Analyzing claim that SEC is investigating Elon Musk’s comments on Dogecoin ➤ Rob Maurer appears on Fox Business: https://video.foxbusiness.com/v/6235324954001#sp=show-clips Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen 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

➤ Bill Gates responds to multiple questions on whether or not he has shorted TSLA stock ➤ Elon Musk responds to Washington Post article suggesting Musk is hurting Tesla by stretching himself too thin ➤ Washington State EV legislation moves forward ➤ Tesla prepares update to user profile management ➤ LG looks to beat Panasonic to 4680 battery production ➤ Biden administration addresses semiconductor shortage, EV battery supply chain Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen 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

➤ Alex Potter of Piper Sandler joins Rob Maurer LIVE to discuss his street-high $1,200 TSLA price target, Tesla’s investment in Bitcoin, investor sentiment, competitive landscape, and more. Apologies for the audio issues at the end. The full audio was salvaged in the audio podcast which can be found here: Apple: Spotify: You can find the previous conversations between Potter & Maurer here: https://youtu.be/ey3UeFJqSqY https://youtu.be/z9k3ppSk0oA https://youtu.be/pzPcCpJvj5I 0:00 Introduction 1:53 Tesla & Bitcoin 4:32 TSLA's dropping stock price 7:33 Piper Sandler's 100 page Tesla report 13:42 Breaking down Tesla's future revenue 16:35 Forecasting Full Self-Driving 27:02 Rob's take on autonomy in TSLA's valuation 32:07 Tesla's innovation 38:57 Autonomous testing in California 42:17FSD average selling price outlook 49:05 Envy of Tesla 51:15 How many factories will Tesla build? 56:52 Will Tesla keep buying battery cells? 1:00:03 Margin impact of others achieving FSD by 2030? 1:03:00 YouTube issues began around here, this audio podcast contains the rest starting around this timestamp Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen 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 This conversation should not be interpreted as financial advice. Disclosure: Rob Maurer is long TSLA stock & derivatives. Disclosures for universe of: Alex Potter 1. I or a household member has a financial interest in the securities of the following companies: none 2. I or a household member is an officer, director, or advisory board member of the following companies: none 3. I have received compensation within the past 12 months from the following companies: none 4. Piper Sandler beneficially owns 1% or more of a class of the following companies: none 5. Piper Sandler has had a client relationship or has received compensation for investment banking services from the following companies within the past 12 months: DASH, UBER, VRM 6. Piper Sandler expects to receive or intends to seek compensation for investment banking services from the following companies in the next 3 months: DASH 7. Piper Sandler was a managing underwriter of a public offering of, or a dealer manager of a tender offer for, the securities of the following companies within the past 12 months: DASH, VRM 8. Piper Sandler has had a client relationship and has received compensation for non-investment banking securities related products or services in the past 12 months for the following companies: none 9. Piper Sandler has had a client relationship and has received compensation for non-securities services in the past 12 months for the following companies: none 10. Piper Sandler is a registered market maker for the following companies: APTV, DASH, GRUB, LYFT, VRM 11. Piper Sandler will buy and sell securities on a principal basis for the following companies: 1211 HK, 300750 CH, CARG, CVNA, NIO, NIU, TSLA, UBER

➤ Just days after lowering the price on the Standard Range Model Y, Tesla removes it from the design studio ➤ TSLA stock falls another 8.5% ➤ Elon Musk shares product updates on Solar Roof, Cybertruck, and SpaceX’s Starlink ➤ Tesla submits expansion application to Fremont ➤ UK Supreme Court rules on ride-hailing services ➤ Alex Potter interview scheduled for February 23 at 11am PT / 7pm UTC Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen 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 Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Sandy Munro shares more details about his recent interview and time spent with Elon Musk ➤ Reuters article adds color on automotive semiconductor supply challenges ➤ FCC denies Tesla’s request to utilize radar in vehicle cabins ➤ Volkswagen reportedly exploring Porsche spinoff Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen 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 has reduced the opening price on the Model 3 and Model Y, evaluating the price adjustments and implications for Tesla ➤ Consumer Reports publishes annual automotive brand report card ➤ JD Power publishes 2021 automotive dependability study Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen 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

➤ Rob Maurer shares his thought process on TSLA’s fluctuating price and how he approaches the stock’s volatility ➤ Cathie Wood of ARK Invest discusses Tesla on CNBC ➤ Sandy Munro interview suggests Apple Car involvement ➤ Refreshed Model S spotted in public 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 Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen 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

➤ Warren Buffett’s Berkshire Hathaway discloses mysterious position hidden in previous filing, and it’s not Tesla ➤ Chief Minister of state of India announces Tesla’s plans in India ➤ New Giga Shanghai tour video: https://youtu.be/pAjw0m47LCs ➤ Major TSLA institutional investors adjust their positions ➤ Elon Musk continues to tweet about cryptocurrency, Dogecoin ➤ Experian publishes US electric vehicle market share numbers ➤ Mercedes changes plan on US EV launch ➤ Chevy announces updated 2022 Chevy Bolt and Chevy Bolt EUV ➤ Jaguar Land Rover announces brand strategies, focus on electric vehicles ➤ SpaceX completes funding round at new valuation 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 Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen 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 met with Chinese regulators over customer complaints, safety concerns ➤ Quick look at the next few days ➤ Tesla receives approval for more equipment installation at Giga Berlin ➤ Updated TSLA short interest ➤ Schedule 13G/A filed showing Elon Musk’s current ownership stake in TSLA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen 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 joins Joe Rogan for a three-and-a-half-hour interview and shares new details on Tesla’s Roadster and the new Tesla Model S Plaid, discusses Tesla’s Cybertruck, Semi, future product plans and more. ➤ Edmunds publishes electric vehicle range test, says every Tesla they tested fails to meet EPA range Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen 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