Tesla Daily: Tesla News & Analysis

➤ Jim Farley and Elon Musk announce major partnership between Ford and Tesla ➤ FSD Hardware 4 starts to roll out to more vehicles ➤ FSD Beta appears internationally ➤ Cybertruck interior photo ➤ Model Y reportedly becomes best-selling car in the world ➤ Report on leaked Tesla safety data ➤ Giga Berlin update ➤ Neuralink receives approval for human trials Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Nvidia rockets after earnings beat, strong guidance ➤ DeSantis Twitter space crashes ➤ Tom Zhu exercises TSLA options ➤ New state adds EV credit ➤ More insight on brand ranking ➤ EV mileage comparison published ➤ Giga Berlin sets up for a possible event Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk teases new factory in interview with The Wall Street Journal, among other topics ➤ Tesla brand reputation sharply declines in Harris poll ➤ New insured vehicle data from China ➤ Tesla broadens FSD Beta availability in US ➤ Judge dismisses lawsuit against Musk ➤ Tesla cleaning: https://tinyurl.com/2re2x233 ➤ Waymo and Uber announce partnership Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Musk performs well in shareholder vote, favorable in Harris poll ➤ Tesla adds commission pay structure in Europe ➤ New BYD battery charge performance ➤ Ford discusses ICE, EV plans in capital markets day ➤ GM announces plans for all-electric Cadillac Escalade ➤ Cruise hits milestone ➤ SpaceX completes crewed launch ➤ The Boring Company update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Deutsche Bank issues analyst note after Shareholder Meeting, factory tour ➤ Tesla Asia publishes promotional video ➤ Tesla applies for China expansion ➤ More reporting on Tesla and India ➤ GM updates range on Chevy Silverado EV ➤ Munro tears down Hummer ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla FSD Beta goes head-to-head with Waymo in Arizona: https://youtu.be/Hv9HtWUf27s ➤ Ford dramatically raises prices on Blue Cruise driver assist ➤ Senators push for mandatory radio ➤ More Tesla and India reporting ➤ Tesla brand loyalty ➤ Roadster acceleration teaser ➤ Cyberquad news ➤ Toyota spreads doubt on EVs ➤ Walter Isaacson’s biography on Elon Musk ready for release Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla shareholder meeting reaction ➤ Musk says Tesla will try advertising ➤ Tesla bot update ➤ CNBC’s David Faber interviews Musk ➤ Cybertruck towing ➤ Reuters reports Tesla has proposed factory in India ➤ Tesla receives strong reliability score ➤ IDRA receives Giga Press order from legacy OEM ➤ Correction on California market share Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla Daily is back! ➤ Elon Musk appoints new Twitter CEO ➤ Tesla set for shareholder meeting ➤ Tesla Y price increases, sales, wait times, production ➤ Right-hand drive S/X cancelled ➤ FSD 11.4.1 ➤ Highland rumors ➤ Tesla breaks ground on lithium refinery ➤ Giga Texas hit production milestone ➤ Musk meets with Samsung, Macron ➤ Tesla adds vehicles to referral program ➤ Panasonic 4680 delays ➤ BYD cuts price on Seal ➤ Starlink hits user milestone Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla sales in China show strong start to second quarter ➤ Zach Kirkhorn files Form 144 ➤ Calendar preview ➤ Tesla increases S/X prices internationally ➤ Tesla looks for feedback on what to improve ➤ Midnight Cherry Model Y teaser Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly begins production of new Model Y configuration at Giga Berlin ➤ April sales in Europe ➤ Tesla Semi to participate in trucking event ➤ Tesla announces Model S Plaid Track Package ➤ Ford comments on pricing, costs, and strategy on earnings call ➤ Waymo doubles coverage area in Phoenix Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla adds Model 3 Long Range back to US design studio after nearly a year long hiatus ➤ Fed raises rates, hints at potential pause ➤ Tesla files application for “Lithium Lab” ➤ IDRA expands casting equipment ➤ UAW withholds Biden endorsement ➤ The Boring Company receives expansion approval in Las Vegas Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla leadership in Europe reportedly discusses growth plans ➤ Tesla raises prices in the US and China ➤ Extended financing options added in some markets ➤ Housing development in Florida partners with Tesla for solar ➤ Tesla signs lease for new facility in Washington ➤ Unused original Roadsters discovered in China ➤ Ford announces Mach-E updates, reports Q1 earnings Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Alex Potter of Piper Sandler cuts TSLA price target ➤ Ford CEO Jim Farley shares some advice with Tesla ➤ New Cybertruck photos ➤ Ram truck design contest shows interesting trend ➤ Shanghai Model 3 may be heading to Canada ➤ Tesla not taking S/X orders in more right-hand drive countries ➤ Tesla offering discounted financing on Model Y in Germany ➤ Reports of Shanghai factory production break ➤ Fremont factory applications ➤ The Boring Company looks to implement Tesla safety features ➤ Musk comments on FSD Beta ➤ Musk reaches settlement in defamation case ➤ SpaceX launches Falcon Heavy after short delay Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla adds new safety features in over-the-air software update ➤ First Republic reportedly headed into FDIC receivership ➤ PCE report for March ➤ Cruise publishes crash data for first 1M driverless miles ➤ Model Y 7-seat option price change ➤ Tesla updates scope of business in China ➤ Mr. Money Mustache orders a Tesla ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ BYD reports sequential decline in revenue and earnings following Tesla price cuts ➤ Musk’s lawyers raise fakes as concern in court case ➤ CarMax releases report on EV interest ➤ Tesla removes ordering option for S/X in Australia ➤ More discussion on a possible South Korea factory ➤ Mobileye drops on reduced guidance ➤ SpaceX updates Nasa on next Starship timeline Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk meets with South Korean president to discuss Tesla factory ➤ Musk meets with Senate majority leader Chuck Schumer ➤ Jefferies downgrades TSLA stock ➤ Tesla inventory discussion ➤ Enphase gives weak guidance in solar industry ➤ New Cybertruck sighting in California ➤ Honda comments on EV market ➤ BYD comments on autonomous driving Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New insight from Tesla’s latest Impact Report ➤ Full report: https://www.tesla.com/ns_videos/2022-tesla-impact-report.pdf ➤ Highlight report: https://www.tesla.com/ns_videos/2022-tesla-impact-report-highlights.pdf ➤ Tesla begins sending out shareholder meeting invites ➤ Weekly China insured vehicle numbers ➤ Tesla reportedly begins opening Superchargers in China ➤ Tesla Semi update ➤ FSD Beta comments ➤ GM plans to end Chevy Bolt production Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Disclosures from Tesla’s 10-Q filing ➤ Calendar preview ➤ Tesla increases S/X prices and adds Supercharger incentive ➤ Tesla adds new Model Y configuration in Canada ➤ Reports on Tesla’s EV market share in California ➤ EV market share episode: https://youtu.be/z5EkpVR2Ark ➤ Update on Giga New York ➤ Morgan Stanley survey demonstrates sentiment Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer walks through the most important items from Tesla’s Q1 earnings report ➤ Clarifying foreign exchange impact ➤ Analysts update price targets after earnings ➤ ARK publishes new TSLA model ➤ Tesla mobile app update ➤ EV tax credit updates ➤ Starship’s first fully integrated test flight Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer walks through forecasts and what to expect for Tesla’s Q1-2023 earnings report Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives