➤ New interior photos of the Tesla Cybertruck show updates from prototype
➤ Target investor update may carry broader market implications
➤ FSD Beta expands significantly
➤ Musk’s Twitter financing reportedly on hold
➤ Tesla pushes back on DFEH discrimination lawsuit
➤ News from IDRA open house
➤ Filing shows Tesla still has interest in radar
➤ Volkswagen software efforts face major challenges
➤ Dealer markup on F-150 Lightning
➤ Starlink IPO 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

➤ Tesla finalizes lithium supply contract
➤ Elon Musk pushes back on Twitter in new SEC filing
➤ Tesla denied EV incentive in Texas
➤ New Tesla Energy project opens
➤ Apple unveils next-generation CarPlay interface
➤ Gates defends TSLA short
➤ Solar tariffs cut
➤ Supercharger map updated
➤ Rivian sends letter to shareholders
➤ Starlink gets permission in France

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 lays off employees as Elon Musk reportedly has a “super bad feeling” about the economy
➤ Tesla reschedules AI Day 2
➤ New Elon Musk interview: https://youtu.be/AeeeEDSekG8
➤ Old Tesla referral program resurfaces
➤ May auto sales reported
➤ Cruise to begin commercial operations

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

➤ Goldman Sachs and others react similarly after visits with Tesla investor relations team
➤ Battery cost outlook updated by Goldman Sachs
➤ Piper Sandler notices change in wait time tracker
➤ Analysis of IDRA Giga Press shipping times
➤ Bloomberg NEF releases annual EV outlook study, calls peak ICE
➤ Ernst & Young release EV adoption study
➤ EU to crack down on PHEVs
➤ Ford CEO commits to new direction
➤ The Boring Company updates

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 emails all Tesla and SpaceX employees about unacceptable remote work
➤ Shareloft update (previous announcement here: https://youtu.be/5KdjErsVki8)
➤ News on Texas-made Model Y
➤ Panasonic provides update on 4680 progress
➤ GM slashes price of Chevy Bolt

Timestamps:
0:00 Intro
0:33 Announcement
5:27 Rest of episode

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 SVP Drew Baglino discusses battery industry growth, mining, geopolitics, Solar Roof and more: https://youtu.be/-JUlVEDitlA
➤ Mizuho releases new TSLA note
➤ Shanghai moves towards next phase of re-opening, announces action plan including EV incentive
➤ Elon Musk confirms details on IDRA Giga Press casting machine
➤ SpaceX FAA approval delayed again

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 continues to rally, has the share price bottomed?
➤ Credit Suisse issues new Tesla note after visit to Fremont
➤ NHTSA seeks more information on recent Tesla fire
➤ Twitter shareholders sue Elon Musk
➤ New study shows Tesla driver safety
➤ JD Power reports on EV consideration
➤ Rivian makes leadership adjustments

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

➤ Legacy auto brands “could disappear” from China according to automotive CEO
➤ Jefferies reduces TSLA price target, cites Elon Musk concerns
➤ Tesla prepares for fourth ship from Shanghai
➤ Shanghai port capacity begins to normalize
➤ Tesla files for business in Thailand
➤ BYD announces more details on new BYD Seal
➤ SEC proposes more ESG disclosure requirements

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 SEC filing from Elon Musk updates Twitter financing and implications for TSLA stock
➤ Musk comments on Tesla’s valuation
➤ Reuters reports on SEC’s battle with Elon Musk
➤ Update on Giga Berlin expansion
➤ Some Tesla deliveries temporarily on hold in EU
➤ Indonesian minister comments on Tesla negotiation
➤ Volkswagen dealers share concern about new EVs
➤ Volkswagen and Stellantis resolve some emissions cases
➤ Lucid recalls most previous production
➤ Apple manager leaves for lidar company
➤ Starlink subscriber count update

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 drops to 11-month low, hits 50% drop from previous high
➤ Discussion on investing mindset
➤ Daiwa Securities lowers TSLA price target
➤ Giga Shanghai production update
➤ Volkswagen comments on supply chain outlook
➤ Toyota cuts production forecast
➤ Tesla dominates US premium segment
➤ FSD v11 update
➤ New Tesla mobile app feature
➤ More on Idra Giga Press
➤ Gwynne Shotwell comments on Musk accusations
➤ SpaceX offers new Starlink service plan

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