Tesla Daily: Tesla News & Analysis

- Tesla begins Model Y program at Gigafactory Shanghai - Tesla delivers first made-in-China Model 3s to non-employee customers - Elon Musk discusses China plans - New Jersey and Massachusetts EV credit updates - Tesla subreddit hits another milestone - SpaceX launch Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

- Tesla reports production and delivery numbers for Q4-2019, including an update on Gigafactory Shanghai production - Tesla lowers price of made-in-China Model 3 Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

- Canaccord Genuity raises price target on TSLA - Delivery event reportedly scheduled for Gigafactory Shanghai non-employee customers - Elon Musk may have hinted at Gigafactory Shanghai production rate - Quick discussion on Q1 potential Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

- Last check on Netherlands, Norway, and Spain registrations - More comments emerge from Tesla’s China management - Projected timing for delivery and production report - Tesla closes the year with a couple more awards - First video podcast! Happy New Year! Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

- Tesla begins made-in-China Model 3 deliveries with special handover event at Gigafactory Shanghai - Discussing Q4 delivery estimates with a new note from Cowen out today, as well as FactSet consensus estimates and likelihood of a beat or miss - Tesla reportedly informs some customers they will be unable to take delivery before end-of-year - Leaked Elon Musk email discusses TSLA stock price - Panasonic executive comments on Gigafactory 1 production - Car & Driver gives an unfortunate update on their long-term Model 3 test Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

- Tesla schedules event for first deliveries of made-in-China Model 3s - Tesla granted purchase tax exemption for made-in-China Model 3 - Cybertruck, ATV featured in music video Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

- Wedbush Securities raises price target on TSLA stock - Updated short interest for the 12/13 settlement date - Elon discuss software capability in a series of tweets - Possible update on Tesla made-in-China Model 3 delivery timeline Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

- Firmware 2019.40.50, including new visualizations, begins rolling out to early access members - Tesla secures $1.4B debt facility in China - Rivian completes another capital raise - BMW reportedly under SEC investigation Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

- Looking at quarter-to-date vehicle registrations in China and Europe - Gigafactory 4 land agreement - Tencent partners with Tesla on upcoming software update - Interesting things tucked away in Model 3 code - Mercedes may be cutting back on AMG lineup Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Matt Joyce joins the podcast to discuss the latest on Tesla: autonomy, competition, international markets, powertrain advantages, vehicle lineup, and more. Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives