Tesla Daily: Tesla News & Analysis

Jim Cramer joins Rob Maurer on Tesla Daily to discuss Wedbush's new $3,500 price target on TSLA stock, Tesla's growth in China, Battery Day, planned obsolescence and more. Timestamps: 0:00 Wedbush increases TSLA bull case price target to $3,500 per share on China upside, Battery Day expectations 4:00 Impact of planned obsolescence for Tesla and other automakers 5:32 Can Tesla justify its market share and continue growing? 6:45 Retail investor access to Tesla, and Tesla’s Battery Day 8:27 Tesla’s expansion and production capacity in China and worldwide 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

➤ TSLA stock hits yet another all-time high, but falls into market close ➤ Tesla appeal spans generations in new satisfaction survey from Consumer Reports ➤ Tesla’s President of Automotive solicits job applications to help Tesla expand their service network ➤ Tesla applies for approval from the US Federal Communications Commission for a new in-vehicle monitoring system 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

On Tesla Daily's third anniversary, we're checking in behind-the-scenes on what has been accomplished and, more importantly, what is yet to come. 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

➤ TSLA stock continues to hit new all-time highs, hitting $2,000 per share and a $375B market cap ➤ Panasonic discusses expanding investment in Tesla’s Gigafactory in Nevada, demand for Tesla’s vehicles ➤ Exploring Tesla’s production capacity ➤ California heat wave causing wildfires and blackouts incites criticism of renewable energy sources, demonstrates need for energy storage 3-year anniversary episode of Tesla Daily: https://youtu.be/NpFO2U9x-04 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

Jim Cramer joins Rob Maurer on Tesla Daily to discuss Tesla's valuation, Elon Musk, Wall St.'s expectations for Tesla's upcoming battery day, and Tesla's advantages versus its competition. Timestamps: 0:00 Introduction 0:43 How has Cramer's thinking on Tesla evolved over time? 4:18 Is TSLA stock overvalued at $1,900 per share? 6:08 What are the expectations for Tesla's Battery Day? Does Tesla have a million mile battery? 13:43 Why isn't Tesla advertising? 15:12 Tesla's differentiating factors 16:32 Will Tesla's Cybertruck be successful? 21:20 What is exciting about Tesla right now? S&P 500 inclusion? Stock split? Why is Tesla ahead? 30:44 Is Elon Musk TSLA's biggest risk? 32:45 Is Tesla stock being manipulated? 39:28 Tesla is a technology company 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

➤ Is Tesla quietly developing and building the world’s fastest, most advanced supercomputer? Looking at the details of Tesla’s “Project Dojo”. ➤ TSLA stock continues to set new all-time highs after announcing a 5 for 1 stock split and continued analyst upgrades ➤ Elon Musk provides an updated timeline for “quantum leap” Autopilot update ➤ Is Elon Musk teasing the Plaid powertrain on Twitter? ➤ Tesla is attempting to ramp Powerwall production ➤ Reports indicate Tesla may be ready to test production of their next-generation full-self driving hardware computer chip ➤ Elon Musk tweets about an electric vertical take-off-and-landing (VTOL) supersonic plane Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Doug Pauly 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 Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has founded an insurance brokerage business in China ➤ Following up on questions about TSLA’s upcoming stock split ➤ Elon Musk tweets about Tesla’s one-piece casting machine for the rear body of the Tesla Model Y ➤ Is Elon Musk teasing the Plaid powertrain on Twitter? ➤ Tesla makes significant change to its destination charging program ➤ Lucid Air gets 517 miles of range in unofficial replication of EPA test ➤ Tesla’s Hornsdale Power Reserve battery pack project achieves impressive results during full charge/discharge power tests ➤ Tesla reportedly informs some Powerwall installers of product shortage ➤ Tesla’s President of Automotive says Giga Texas is happening at full speed ➤ Tesla lists job opening for design center in China ➤ In a survey of questionable validity, Tesla scores well on employee happiness ➤ Tesla Daily will return on Tuesday, August 18th Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why 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 Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer presents the bull case for TSLA stock and why the company is not overvalued at its current market cap near $300B ➤ This presentation was given to Northwestern master's program students on August 12, 2020 and was followed by a question and answer session Timestamps 2:21 Background on Tesla Daily 3:52 Bull case presentation begins 7:16 Tesla's lead in electrification 10:43 Tesla's lead in autonomy 12:53 Tesla's lead in energy 14:30 Is Tesla overvalued? 26:35 Competition has completely given up the market 28:37 Beginning of question and answer section 30:39 Will infrastructure scale fast enough? 33:33 Will people really want to share their vehicles for ridesharing? 36:36 Is Tesla prepared for supply and battery constraints? 40:58 Does The Boring Company come into play for mining? 41:53 Will Tesla's innovation slow down as they enter a higher volume phase? 45:35 Is Tesla's lack of advertising sustainable? 48:03 Who is a legitimate competitor to Tesla? 53:12 Thoughts on Rivian and partnerships? 56:05 How did you feel during the Cybertruck unveiling? 58:20 What are your thoughts on the new Roadster and will you be purchasing one? 1:00:46 Is Tesla's executive turnover a concern? 1:04:29 Do you own a pair of Tesla short shorts? 1:05:00 Any thoughts on TSLA's stock split? 1:06:55 How have you looked at Elon Musk's actions and legal issues the last few years? Do you think he is comparable to Steve Jobs? 1:10:00 What do you think Apple's ambitions in the space are? 1:11:58 What is your backround? 1:13:15 What do you think keeps Elon Musk and Tesla's management team up at night? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why 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 Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has announced a 5 for 1 stock split on TSLA stock: analyzing the impacts ➤ What happens to TSLA shares in a stock split? What happens to TSLA options in a stock split? ➤ Does the TSLA stock split have anything to do with TSLA getting in to the S&P 500? ➤ Should Tesla have split their stock? Was 5 for 1 the right split? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why 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 Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ China’s XPeng Motors has filed paperwork with the SEC in preparation for a multi-billion dollar initial public offering on the US stock market under ticker XPEV ➤ Analysis of XPeng’s F-1 filing as well as an overview of their business and products and how they compare to Tesla ➤ Tesla continues rapid expansion of Giga Shanghai ➤ Giga Texas land costs are disclosed, and criticized by some for being too high ➤ Tesla expands software-based braking feature and prepares UI for Tesla vehicle recognition ➤ Bjorn Nyland tests XPeng P7: https://www.youtube.com/watch?v=PNcAZwR9LGE Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why 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 Kent Executive producer Jeff Sheets Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives