➤ Analysts react to tours of Giga Berlin
➤ Rumors on Giga Berlin production rates
➤ FSD Beta release schedule update
➤ Ron Baron comments on Tesla and SpaceX investment expectations
➤ Nvidia discusses Tesla GPU purchase
➤ Tesla sends cease and desist letter to Dan O’Dowd
➤ Toyota EVP pursues gaslighting strategy on electric vehicles

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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 completes final trading day before stock split
➤ China automakers lagging behind Tesla profitability in China
➤ Giga Texas production rumor
➤ Tesla presents at Hot Chips conference
➤ Hot Chips 1: https://bit.ly/3Cp85bs
➤ Hot Chips 2: https://bit.ly/3ALuYEQ
➤ California plans to ban ICE sales by 2035
➤ Volkswagen and Mercedes-Benz secure minerals agreements
➤ Twitter whistleblower fallout continues
➤ Full Twitter complaint: https://bit.ly/3KmWxr1
➤ SpaceX set to announce agreement with T-Mobile

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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 teases AI Day 2022 event
➤ New Autopilot testing position listed by Tesla in Europe
➤ Castings pile up at Tesla’s factories
➤ Volkswagen looks to secure battery supply in Canada
➤ Twitter’s former head of security files whistleblower complaints with regulatory agencies

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

➤ Looking at first impressions from Tesla’s release of FSD Beta 10.69
➤ Tesla’s Director of Autopilot software discusses recent changes to the system: https://youtu.be/jPCV4GKX9Dw
➤ Giga Texas reportedly hits 1,000 vehicles produced in one week
➤ Power restrictions extended in China
➤ Sandy Munro discusses Tesla’s 4680 battery pack
➤ Tesla tries out new Superchargers layout
➤ Elon Musk announces Neuralink 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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla updates webpage for Tesla Semi, shares new product details
➤ Market drops as Fed comments on rates ahead of symposium
➤ German PPI comes in far ahead of forecasts
➤ FSD Beta 10.69 on track
➤ Giga Berlin reportedly plans to add third shift
➤ Indonesia’s president discusses Tesla
➤ China extends electric vehicle incentive
➤ Lucid announces new version of Lucid Air
➤ GM announces capital distribution plans

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

➤ CFRA increases TSLA price target in new analyst note
➤ Tesla lowers estimated wait times in China
➤ Shanghai asks for power restrictions to exclude Tesla suppliers
➤ Mixed reporting on new CATL battery
➤ Tesla’s virtual power plant kicks in for power event coverage
➤ Tesla updates solar pricing
➤ Product manager job listed for Tesla retail electricity projects
➤ Elon Musk comments on side mirrors
➤ Elon Musk attends Republican fundraiser

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 information published by the IRS and US Department of Energy regarding changes to the EV tax credit
➤ Tesla releases and then removes new Supercharging membership in the US
➤ Tesla posts new video of the Tesla Semi, then also removes that
➤ Global Equities Research TSLA note

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 replies to NHTSA’s request for FSD Beta access, comments on version 10.69
➤ President Biden sign Inflation Reduction Act into law
➤ Factories suspended in China due to power shortages
➤ Tesla expands Virtual Power Plant pilot in California
➤ Superchargers in Germany are non-compliant with regulations
➤ Tesla scores well in brand survey
➤ Musk granted limited access in Twitter case
➤ Karpathy publishes video on neural networks

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

➤ Fund discloses multi-billion dollar TSLA stock position
➤ Discussing Tesla’s decision to halt orders on the Model 3 Long Range in North America
➤ Tesla updates specs for new, larger Megapack
➤ Elon Musk comments on Tesla production milestones
➤ Giga Texas update
➤ Elon Musk writes essay for China Cyberspace publication
➤ Tesla receives large new order from startup
➤ Panasonic looks to improve Giga Nevada output
➤ CATL announces new factory
➤ Munro discusses 4680 battery cells
➤ EU court rules on “Autopilot” terminology

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

➤ Is Elon Musk finally done selling TSLA stock after his second major round of sales to finance a possible Twitter deal?
➤ CPI and PPI data comes in lower than expected
➤ House to vote on Inflation Reduction Act
➤ Musk comments on Tesla Semi timeline
➤ BYD reportedly supplying batteries to Tesla
➤ New Tesla Energy project
➤ Rivian reports Q2 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