Tesla Daily: Tesla News & Analysis

➤ Nasdaq sets a new all-time high ➤ Tesla reportedly working with The Boring Company on 12 passenger vans ➤ Wall St. Journal journalist Dan Neil reviews the Tesla Model Y ➤ Netherlands increases EV incentives Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast 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 Bryce Langlotz Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Germany introduces £130B stimulus package with a number of different EV incentives ➤ Tesla adds China-made Model Y to design studio Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast 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 Bryce Langlotz Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk takes a break from Twitter, may be in the UK ➤ Tesla plans to aggressively expand the Supercharger network in China ➤ Wells Fargo adjusts lending to car dealerships ➤ SpaceX Demo-2 feedback and upcoming launch ➤ Nikola interview reaction Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast 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 Bryce Langlotz Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Nikola Motor’s CEO and founder, Trevor Milton, joins Rob Maurer to discuss Nikola Corporation’s merger with VectoIQ (VTIQ), Nikola’s strategies, production roadmap, hydrogen vs. battery storage, battery breakthroughs, competition, and Nikola’s lawsuit against Tesla. 0:00 VTIQ / NKLA Nikola merger 4:35 NKLA valuation 9:50 Nikola production roadmap 16:48 Hydrogen vs. batteries 19:53 Hydrogen well-to-wheel efficiency 24:35 Hydrogen storage vs. battery storage 28:52 Hydrogen station costs 30:28 Nikola’s battery technology and alleged battery breakthrough 36:23 Nikola’s service strategy 40:57 Nikola’s short and medium term constraints 44:38 Nikola’s lawsuit against Tesla 53:40 The end of diesel and legacy automakers 56:38 Hydrogen and battery powered aviation Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast 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 Bryce Langlotz Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives and has no position in VTIQ or NKLA and no plans to initiate a position in the next 72 hours.

➤ SpaceX successfully launches and docks Crew Dragon Demo-2 mission, causing a spike in interest in Tesla and Elon Musk ➤ US court of appeals ruling may expose Volkswagen to more dieselgate liability ➤ Germany expected to introduce stimulus package supporting automotive sales Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast 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 Bryce Langlotz Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla schedules 2020 annual shareholder meeting ➤ Walking through the proposals which will be put to vote at the meeting ➤ Discussion on Tesla’s marketing and whether or not advertising makes sense ➤ Elon Musk and the Tesla Cybertruck appear on Jay Leno’s garage ➤ Tesla gets a boost in search interest during SpaceX launch countdown ➤ TSLA stock coverage initiated by Daiwa ➤ Tesla reportedly looking for land in the UK Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ An announcement regarding the status of Tesla Daily moving forward Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast 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 Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Analyzing Tesla’s price reductions in the US and China Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk reiterated a 50% compound annual growth rate target for Tesla on TSLA’s Q1 earnings call, but what exactly was he referring to and what are the implications for Tesla’s business? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Stock market is closed on Monday, May 25th ➤ Tesla Cybertruck to appear on Jay Leno’s Garage on Wednesday, May 27th ➤ SpaceX crew Dragon DM2 launch on Wednesday, May 27th ➤ ARK Invest CEO Cathie Wood discusses sales of TSLA stock ➤ Billionaire hedge funder manager Bill Ackman courts Elon Musk for the location of future operations ➤ Tesla emails production employees about returning to work ➤ Elon Musk interview with Bloomberg (https://www.bloomberg.com/news/features/2020-05-22/elon-musk-speaks-frankly-on-coronavirus-spacex-and-rage-tweets) ➤ Fallout Shelter included in Tesla firmware update Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives