Tesla Daily: Tesla News & Analysis

➤ New photos of Model 3 at Tesla’s Fremont factory fit rumors of updates to the vehicle ➤ Tesla schedules Q3 earnings report earlier than some expected ➤ Elon Musk tweets updates on Autopilot / Full Self-Driving progress and Tesla’s plans for an automated “snake” charger ➤ Waymo expands fully driverless ride sharing operation ➤ Consumer Reports releases new data on electric vehicle maintenance compared to internal combustion engine vehicles ➤ Amazon unveils delivery van developed with Rivian ➤ Rob Maurer on Pomp Podcast: https://youtu.be/_poY79yYH1s 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 shares more details on Tesla’s in-house 4680 battery cell plans and production roadmap ➤ Analyzing a potential rollout plan by Tesla factory and product line for Tesla’s battery cells ➤ Leaked Elon Musk email discusses annual production targets #Tesla #TSLA #Investing 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

Updates on Shanghai Model Y production, Tesla’s public relations team, Mercedes-Benz new strategy and more. Timestamps: 0:23 TSLA stock update 1:07 Made-in-China Model Y production plans 5:04 Tesla & BHP talk nickel supply 6:11 Discussing Tesla’s PR strategy 10:09 Chamath talks Tesla 11:46 Polestar 2 EPA rating 13:06 Mercedes strategy update Links to Mercedes-Benz presentation: https://www.daimler.com/investors/events/capital-market-days/2020-mercedes-benz-strategy-update.html https://www.daimler.com/dokumente/investoren/praesentationen/daimler-ir-mercedes-benz-strategy-update-2020-presentation.pdf #Tesla #TSLA #Investing 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 Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla acquires another German automation company ➤ India government, Elon Musk comment on Tesla in India ➤ Tesla reaches out to Indonesia, a nickel production powerhouse ➤ Giga Berlin hiring timeline reported by Tesmanian ➤ Germany September automotive sales ➤ @greentheonly on Twitter shares code behind Tesla interior camera ➤ Elon Musk says bird’s eye view coming soon to Tesla vehicles ➤ Long term battery costs mentioned by Musk on Twitter ➤ Newly-delivered Model Y roof reportedly flies off after pickup 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 Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reports quarterly deliveries +53% sequentially, +43% to last year, and +24% to the previous quarterly record ➤ With new record production of 145,000 vehicles, Tesla may have a path to achieving their original 2020 guidance of 500,000+ vehicle deliveries for the year ➤ Full analysis on the Q3 delivery and production report and what’s next for Tesla 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 Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

YouTube link: https://youtu.be/OqjjGz5FpSc ➤ In depth forecast of Tesla's Q3 2020 delivery and production numbers as well as analyst consensus estimates ➤ Tesla is expected to report Q3 delivery and production numbers before October 5th, likely on October 2nd ➤ Early forecast for Q4 and full year 2020 production and whether or not Tesla will their original 500,000 unit guidance #Tesla #TSLA #Investing 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 Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla updates Solar Roof webpage, drops prices ➤ Electrek reports follow-up information on record delivery target Elon Musk email ➤ Tesla reportedly on the verge of releasing lithium iron phosphate (LFP) Model 3 from Giga Shanghai 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 Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Walmart Canada more than triples orders for Tesla Semi ➤ Ford cuts prices on all-electric Mustang Mach-E ahead of launch ➤ Toyota discusses electric vehicle targets ➤ BMW makes plans for M performance electric vehicle ➤ Tesla updates investor relations webpage ➤ Elon Musk mentions Starlink IPO timeline 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 Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk discusses Tesla’s stock price, media coverage and Wall St. reactions to Battery Day, and more in a new interview with Kara Swisher. Transcript: https://www.nytimes.com/2020/09/28/opinion/sway-kara-swisher-elon-musk.html?showTranscript=1 ➤ Musk congratulatory on Tesla quarterly deliveries, but notes logistical challenges ➤ Discussion on overall EV market and Tesla’s growth ➤ Korea Times reports on Tesla interest in taking stake in LG Chem spinoff ➤ Tesla and Piedmont Lithium agree on lithium supply contract #Tesla #TSLA #Investing 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 Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly acquires additional land to expand Giga Texas site ➤ Tesla introduces software option for the non-performance all-wheel drive Model Y offering increased acceleration ➤ Stay tuned for an upcoming appearance podcast guest appearance by Rob Maurer 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 Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives