➤ Elon Musk makes series of comments on possible Tesla ‘Robovan’
➤ New report on Tesla Cybertruck production
➤ More details from ongoing teardown of 4680 Model Y
➤ Indonesian President discusses status of possible Tesla factory
➤ Tesla Solar reportedly has strong quarter in the US
➤ SpaceX announces Starlink Maritime

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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

➤ Munro associate shares more details on the Texas-made 4680 Model Y teardown
➤ Instructions on how to vote for annual meeting: https://ir.tesla.com/shareholders/vote
➤ Preliminary report for Tesla sales in China in June
➤ Rivian ramps up production in the second quarter
➤ Musk comments on FSD timeline for The Boring Company
➤ Sun Valley conference kicks off

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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

➤ Tesla prepares for expansions at Giga Berlin and Giga Shanghai
➤ Analysts react to Tesla’s Q2 delivery and production report
➤ Munro & Associates begin Texas Model Y teardown (https://youtu.be/FXpfU6I_T3w)
➤ Elon Musk comments on Tesla’s interest in mining
➤ Tesla gains market share in the second quarter despite shutdowns
➤ Tesla’s brand strengthens year-over-year
➤ Musk comments on FSD Beta
➤ Supercharging update
➤ The Boring Company opens newest Loop station
➤ SpaceX receives important FCC permission

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

➤ Rob Maurer walks through Tesla’s Q2 delivery and production report, how it compares to expectations, and what it means going forward

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

➤ Walking through what to expect from Tesla’s Q2 delivery and production report
➤ Q2 GDP forecast dropped to negative
➤ PCE comes in below expectations
➤ Goldman Sachs publishes new TSLA note
➤ Permit shows planned expansion at Giga Texas
➤ Supreme Court rules to limit EPA control
➤ Plaid hits new top speed
➤ 4680 analysis video out

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 increases Giga Texas Model Y production drastically
➤ Tesla Annual Shareholder Meeting drawing ends soon: https://www.tesla.com/2022shareholdermeeting
➤ New China insurance data
➤ Uber shares more details on Hertz / Tesla rental business
➤ J.D. Power releases 2022 Initial Quality Study
➤ Munro & Associates updates
➤ EU moves forward on possible ban of ICE vehicles by 2035
➤ Hyundai shows concept of Ioniq 6 EV

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 Tesla’s Master Plan Part 3 and Tesla’s level of interest in mining
➤ Albemarle looks to expand US lithium capacity
➤ Report on Samsung’s 4680 battery progress
➤ Tesla begins Long Range Model Y deliveries from Giga Texas
➤ Q2 delivery expectations fall ahead of report
➤ Volkswagen CEO Herbert Diess comments on Tesla
➤ Discrimination lawsuit continues
➤ Correction on China EV incentives
➤ Tesla lays off portion of labeling team
➤ SpaceX faces lobbying pressure (https://www.votervoice.net/SpaceX/Campaigns/95756/Respond)

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 may be significantly increasing production at Giga Berlin
➤ Looking ahead at the calendar
➤ Updates on Tesla in China
➤ Elon Musk crosses 100M Twitter followers as inactivity continues
➤ Volkswagen reveals the all-electric ID. AERO

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 begins assigning more VINs out of Giga Texas
➤ Credit Suisse updates price target on TSLA stock
➤ Discussion on Russell 1000 and index rebalancing
➤ Updates on Giga Shanghai
➤ Tesla adds EAP to design studio
➤ Annual meeting page posted
➤ Tesla Tequila 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

➤ Understanding the Renewable Fuel Standard, RIN credits, and how this multibillion dollar market could change the trajectory of the auto and energy industries in the United States
➤ China reportedly considers EV incentive extensions
➤ Tesla and PG&E begin offering compensation for virtual power plant in California
➤ More news on Texas-made Model Y vehicles
➤ Toyota recalls new EV
➤ Cruise begins paid autonomous rides

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