Tesla Daily: Tesla News & Analysis

➤ Elon Musk shares new details on Tesla’s battery costs, Tesla Semi, Giga Berlin, and Tesla’s challenges for 2021 in a new interview for the European Battery Conference ➤ Full interview: https://youtu.be/gG6dwg6cyv0 ➤ TSLA stock passes $500B market cap and hits new all-time high 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 Rish Singh 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 closes above $500 per share, another new all-time high close ➤ Wedbush Securities increases TSLA price targets, has $1,000 bull case ➤ LG Chem to reportedly supply batteries for Tesla’s Model Y production at Giga Shanghai ➤ Model X accessed by Belgian research group exploiting security flaw ➤ GM’s Cadillac brand faces dealership challenges during transition to electric vehicles ➤ Ford releases official EPA ranges for the Ford Mustang Mach-E 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 Rish Singh 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

➤ Goldman Sachs weights in on the demand for TSLA shares as Tesla is added to the S&P 500 index ➤ Revisiting S&P 500 tracking funds and benchmarked funds ➤ Model Y may be getting a range boost ➤ Fremont Police Department completes analysis of a Tesla as a police patrol vehicle (https://www.scribd.com/document/485032185/Police-Electric-Vehicle-Pilot-Program-Outcome-Report-2020-Final-11-17-20-Docx#download&from_embed) ➤ XPeng plans to implement lidar sensors for autonomy ➤ Model Y 7-seater deliveries getting closer? 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 Rish Singh 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 hits a new all-time high closing pricing ➤ Elon Musk gives an update on Tesla’s Full Self-Driving beta ➤ Jörg Steinbach, Minister of Economic Affairs for Brandenburg comments on Tesla’s Giga Berlin targets: https://youtu.be/ZMb0ZGMTa84 ➤ Consumer Reports drops Model S recommendation, rates Model Y much worse than average on reliability ➤ Previous interview with Jake Fisher of Consumer Reports: https://directory.libsyn.com/episode/index/id/8804990 ➤ GM updates electric vehicle plans as CEO sells stock ➤ Elon Musk provides update on Tesla Tequila ➤ Follow-up on possibility of Warren Buffett’s Berkshire Hathaway secretly buying TSLA stock 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 Rish Singh 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 has risen another 10% as Morgan Stanley upgrades their rating on Tesla, with the stock now 19% higher than before the S&P 500 inclusion announcement ➤ Breaking down the Morgan Stanley TSLA note by Adam Jonas ➤ Tesla joins new organization called ZETA to advocate for EVs ➤ News on battery factories from Tesla, Panasonic ➤ Elon Musk teases significant Tesla firmware update ➤ Is Warren Buffett’s Berkshire Hathaway secretly buying TSLA stock? ➤ Berkshire Hathaway’s recent 13F filing has omitted confidential information, showing a large discrepancy in assets from 10-Q quarterly filing➤ 13F: https://www.sec.gov/Archives/edgar/data/1067983/000095012320012127/xslForm13F_X01/primary_doc.xml ➤ 10-Q: ➤ TSLA investor Frank Peelen has noticed a decline in institutional TSLA share ownership, possibly explained by Berkshire investment ➤ Electrek article: https://electrek.co/2020/11/18/tesla-tsla-surges-record-high-mysterious-investor-buying-big/ ➤ Blog post 1: https://teslainvestor.blogspot.com/2020/11/tslas-s-500-inclusion-100m-missing-tsla.html ➤ Blog post 2: https://teslainvestor.blogspot.com/2020/11/is-tsla-berkshire-hathaways-new-mystery.html ➤ 13F: https://www.sec.gov/Archives/edgar/data/1067983/000095012320012127/xslForm13F_X01/primary_doc.xml ➤ 10-Q: https://www.berkshirehathaway.com/qtrly/3rdqtr20.pdf #Tesla #TSLA #Investing 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 Rish Singh 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 rises by 8% following the announcement of upcoming S&P 500 index inclusion, a drop from the earlier +13% reaction ➤ Discussion on TSLA shares trading volume and short interest ➤ Update on Elon Musk’s health status ➤ Revisiting Tesla’s weekly production rate for Model 3 at Giga Shanghai ➤ Tesla hires part-time workers for Q4 delivery push ➤ UK moves up ban on sale of internal combustion engine vehicles while EU commission explores stricter emissions standards ➤ California adds $1,500 rebate for some EV sales 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 Rish Singh 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 been officially added to the S&P 500 index by S&P Global ➤ Live replay of Rob Maurer discussing the inclusion process, the unique characteristics of Tesla, and the impact on TSLA stock and the S&P 500 Video version: https://youtu.be/bENy1YyJol8 Previous S&P 500 inclusion videos: Part 1: https://youtu.be/JN8PNPBkaWc Part 2: https://youtu.be/3v-FFbdd_VM Part 3: https://youtu.be/vESXdmRZFTU Part 4: https://youtu.be/kvebdXHKuEw 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 Rish Singh 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 tests positive and negative for COVID-19 ➤ FDA document for the BD Veritor System for Rapid Detection of SARS-CoV-2 can be found here: https://www.fda.gov/media/139755/download ➤ SpaceX Crew-1 mission impact ➤ Deutsche Bank meets with Tesla investor relations, shares takeaways in new TSLA note ➤ Indonesian officials scheduled to meet with Tesla executives to discuss batteries ➤ Follow-up on BMW iX and Universum employer survey 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 Rish Singh 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 ranks as the most attractive employer to United States engineering students ➤ Comparing Tesla’s rankings to other automakers and a look at worldwide results ➤ Daimler/Mercedes-Benz plant manager reportedly leaves for Tesla causing pushback from Daimler workforce ➤ BMW shares first look and specs of BMW iX, an all-electric SUV ➤ Comparing BMW iX to Tesla’s Model Y ➤ California reports Q3 vehicles registrations with Model Y taking top slot for the luxury compact SUV category ➤ Rivian reveals more details ahead of configurator launch on November 16th 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 Rish Singh 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 provides in-depth forecast for Tesla’s Q4 2020 delivery and production numbers, explaining reasoning and context ➤ Tesla appears poised to crush expectations for Q4 ➤ CPCA releases Giga Shanghai production numbers for October 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 Rish Singh 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