Tesla Daily: Tesla News & Analysis

➤ German Model 3 registration papers reportedly show a new battery capacity on 2021 model year Model 3 ➤ TSLA stock falls as market rotates out of tech stocks ➤ Tesla Tequila has been hiding in plain sight ➤ Google’s Waymo throws shade at Tesla’s autonomous technology ➤ Follow up on last week’s interview with Arcimoto founder and CEO Mark Frohnmayer (https://youtu.be/03UPxnqpCok) 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

➤ Rumors from Tesla’s Giga Shanghai on MIC Model Y, 2021 production capacity ➤ China Passenger Car Association releases October sales numbers ➤ The first 2021 model year Model 3 vehicles have begun to be delivered in the United States, with one new owner sharing a brief video showing some of the “refresh” updates: https://www.youtube.com/watch?v=42NbLSOLVGI ➤ Pride Group Enterprises orders 150 Tesla Semis ➤ Tesla selected for massive new battery project in Victoria, Australia ➤ Toyota President takes weird shots at Tesla ➤ Elon Musk tweets about Giga Berlin hiring, project Dojo, and a Tesla electric VTOL jet ➤ Tesla rumored to be working with AMD to supply MCU ➤ Rivian vehicle configurator may be coming online soon 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

Founder and CEO of Arcimoto, Mark Frohnmayer, joins Rob Maurer of Tesla Daily to discuss Arcimoto's strategy, history, long-term targets, market size, new products, and more. Timestamps: 0:00 Intro to Arcimoto & Mark 5:56 Prototyping & iterating 11:17 Pricing & mass production 15:15 Arcimoto partnership with Munro & Associates 18:59 Market size & potential 22:46 Arcimoto Deliverator 25:58 Platform, product expansion, long-term targets 29:26 Arcimoto Roadster & Cameo 32:25 Elon Musk’s comments on 3-wheelers safety 37:10 Tesla Battery Day & Arcimoto’s battery strategy www.arcimoto.com #Arcimoto #FUV 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 FUV stock/TSLA stock & derivatives

Tesla has finally released Tesla Tequila, an exclusive, small-batch premium 100% de agave tequila añejo, completing what started out as an April Fools joke years ago. Here's the full story. teslatequila.tesla.com 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

➤ As US presidential and congressional election results trickle in, the overall stock market rises and Tesla stock underperforms Nasdaq, S&P500 ➤ BMW CEO Oliver Zipse discusses updated EV strategy Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast 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 releases firmware 2020.44 with new features for Autopilot, Spotify, and more ➤ Teslamag.de reports on Tesla working with Saueressig Engineering on battery cell production lines ➤ Elon Musk discusses Tesla’s past and bankruptcy risk time periods on Twitter Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast 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 says Tesla Cybertruck updates coming next month ➤ Ride the Lightning podcast shares new info on Cybertruck from source (https://teslapodcast.libsyn.com/episode-274-interesting-cybertruck-rumors) ➤ Honda enters into credit pooling agreement with Tesla, Fiat-Chrysler ➤ Tesla releases update to FSD beta, Elon Musk talks improvements ➤ Another report from Model Y order holder in Europe on delivery timeline ➤ Panasonic, LG announce development of larger form factor cylindrical battery cells ➤ Discussion on impact of possible return of EV US federal tax credit Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast 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 says you can literally order a Tesla in two minutes, maybe one minute if you’re really fast... Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast 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 Editing assistance by Jasem Ashkanani Timer music by Marianthe Bezzerides: www.marianthebezzerides.com Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock falls 4% as indices face toughest day in months ➤ Model Y order holder in Netherlands receives update on Giga Berlin production timeline ➤ Consumer Reports ranks Cadillac’s Super Criuse driver assistance system ahead of Tesla’s Autopilot ○ Jake Fisher Part 1 - https://directory.libsyn.com/episode/index/id/8804990 ○ Jake Fisher Part 2 - https://directory.libsyn.com/episode/index/id/12056072 ○ Kelly Funkhouser - https://directory.libsyn.com/episode/index/id/11608583 ➤ Fiat Chrysler comments on Tesla regulatory credit agreement for Q4 and 2021 ahead of merger with Groupe PSA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast 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 launches Tesla Energy Plan in the UK ➤ Full analysis and cost breakdown ➤ Update on Shanghai license plate restrictions and impact on Tesla ➤ Tesla starts shipping and delivering their newest product Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast 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