➤ Discussing new disclosures from Tesla’s second quarter 10-Q filing
➤ Big week for macroeconomic reports, earnings
➤ Giga Berlin reportedly tests new processes during downtime
➤ Shanghai factory rumors
➤ FSD Beta 10.13 updates
➤ Elon Musk denies Wall St. Journal report
➤ Herbert Diess out as Volkswagen CEO

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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 discusses the biggest learnings from Tesla’s Q2-22 earnings beat and management’s comments on the earnings call.

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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

Watch on YouTube: https://youtu.be/y-vMDUwW67I

➤ What to watch for in Tesla’s upcoming Q2 earnings report, and a serious red flag in consensus estimates
➤ Tesla produces 2 millionth vehicle in Fremont
➤ New Supercharger info
➤ Judge allows for expedited hearing in Twitter case

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

➤ Release notes for next FSD Beta update leaked
➤ Earnings week kicks off
➤ Update on Giga Shanghai upgrades
➤ New application from Tesla on Giga Texas
➤ Used Tesla prices rising much faster than other brands
➤ Updates on Panasonic, CATL, and 4680 battery
➤ Musk comments on Tesla HVAC product
➤ Twitter case updates

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 comments on upcoming FSD Beta updates
➤ Rumor on Tesla’s Project Dojo
➤ Discussion on Tesla’s pricing
➤ Updates on Giga Shanghai
➤ Munro visits IDRA
➤ SEC inquires about Musk’s Twitter comments
➤ Court to hear expedition request

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 4680 battery info from The Limiting Factor: https://youtu.be/8WPPBhqeekw
➤ PPI higher than expected
➤ Giga Texas production report
➤ Giga Berlin test production sales
➤ Morgan Stanley lowers Tesla price target
➤ Tesla opens questions for Q2 earnings call
➤ EV market share rises in the US

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’s Director of Artificial Intelligence, Andrej Karpathy announces that he is leaving the company
➤ CPI report comes in higher than expected
➤ Two new analysts initiate coverage on TSLA stock
➤ Panasonic selects location for US battery factory
➤ Customers receive VINs for new Berlin Model Y
➤ Supercharger V4 rumors
➤ Aptera starts petition advocating for Supercharger standard (https://bit.ly/3yE2Dhh)
➤ Former Delaware Supreme Court Justice comments on Twitter lawsuit

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

➤ Twitter sues Elon Musk over acquisition termination, makes case against Musk (https://bit.ly/3uJ7cps)
➤ CPI report expected to show increase
➤ Munro encounters challenges with 4680 pack teardown
➤ BYD falls on concern of Buffett exit

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

➤ TSLA stock falls 10% from post-market Friday high as Covid cases rise in China
➤ Model Y sales compare favorably in first half of year in China
➤ Giga Berlin start shipping Long Range Model Y
➤ Twitter board comments on Musk’s termination attempt, sends letter claiming Musk has breached the merger agreement
➤ New details on next-gen Supercharger
➤ More information on Tesla solar trailer concept
➤ Rivian reportedly laying off portion of staff

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 has terminated the merger agreement offer to purchase Twitter (https://bit.ly/3arWkp6)
➤ Tesla sets new records in China
➤ 4680 Model Y teardown continues
➤ Tesla China executive expands responsibilities
➤ New Supercharger info
➤ Electric vehicle interest rising
➤ Tesla Megapacks pile up at Giga Nevada

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