Musk Accusation, Tesla Legal, Indonesia, Factory Updates, FSD Beta (05.20.22)

➤ Elon Musk accused of misconduct, denies allegations
➤ Tesla to set up “hardcore” legal team
➤ Report on Tesla in Indonesia
➤ Elon Musk meets with Brazilian government in Brazil
➤ Updates on Giga Shanghai
➤ Tesla reportedly adds shift at Giga Berlin
➤ Public rollout of FSD Beta 10.12 begins
➤ TSLA no longer top stock in ARK innovation fund
➤ Ford faces legal trouble in Germany

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



Should Tesla Buyback Stock? + FSD Beta Release Notes, Wedbush, NHTSA (05.19.22)

➤ One of Tesla’s largest shareholders advocates for stock buyback, should Tesla do it?
➤ FSD Beta 10.12 release notes leak
➤ Wedbush reduces TSLA price target
➤ California mayor discloses massive Supercharging site
➤ NHTSA investigates Tesla crash in a California
➤ Twitter execs discuss possible acquisition
➤ Bill Gates declines to comment on Tesla again

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

FSD 10.12 Release Notes:

• Upgraded decision making framework for unprotected left turns with better modeling of objects’ response to ego’s actions by adding more features that shape the go/no-go decision. This increases robustness to noisy measurements while being more sticky to decisions within a safety margin. The framework also leverages median safe regions when necessary to maneuver across large turns and accelerating harder through maneuvers when required to safely exit the intersection.
• Improved creeping for visibility using more accurate lane geometry and higher resolution occlusion detection.
• Reduced instances of attempting uncomfortable turns through better integration with object future predictions during lane selection.
• Upgraded planner to rely less on lanes to enable maneuvering smoothly out of restricted space.
• Increased safety of turns with crossing traffic by improving the architecture of the lanes neural network which greatly boosted recall and geometric accuracy of crossing lanes.
• Improved the recall and geometric accuracy of all lane predictions by adding 180k video clips to the training set.
• Reduced traffic control related false slowdowns through better integration with lane structure and improved behavior with respect to yellow lights.
• Improved the geometric accuracy of road edge and line predictions by adding a mixing/coupling layer with the generalized static obstacle network.
• Improved geometric accuracy and understanding of visibility by retraining the generalized static obstacle network with improved data from the autolabeler and by adding 30k more videos clips.
• Improved recall of motorcycles, reduced velocity error of close-by pedestrians and bicyclists, and reduced heading error of pedestrians by adding new sim and autolabeled data to the training set.
• Improved precision of the “is parked” attribute on vehicles by adding 41k clips to the training set. Solved 48% of failure cases captured by our telemetry of 10.11.
• Improved detection recall of far-away crossing objects by regenerating the dataset with improved versions of the neural networks used in the autolabeler which increased data quality.
• Improved offsetting behavior when maneuvering around cars with open doors.
• Improved angular velocity and lane-centric velocity for non-VRU objects by upgrading it into network predicted tasks.
• Improved comfort when lane changing behind vehicles with harsh deceleration by tighter integration between lead vehicles future motion estimate and planned lane change profile.
• Increased reliance on network-predicted acceleration for all moving objects, previously only longitudinally relevant objects.
• Updated nearby vehicle assets with visualization indicating when a vehicle has a door open.
• Improved system frame rate +1.8 frames per second by removing three legacy neural networks.

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 Tweets, S&P 500 ESG, 4680 Model Y, Supercharging, California, China, FSD (05.18.22)

➤ S&P kicks out Tesla from S&P 500 ESG due to poor score
➤ Nasdaq slump continues, TSLA drops
➤ Elon Musk dives further into political Twitter
➤ Tesla prepares first 4680 vehicles for external delivery
➤ Supercharger network expansion test widens
➤ China considers adjustments to EV inventive plan
➤ Tesla becomes a top-seller in California
➤ Morgan Stanley note
➤ AI Day update
➤ FSD Beta 10.12 begins internal rollout

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



Signal/Noise, Musk Interview, Shanghai, Registrations, AI Day 2 (05.17.22)

➤ Staying focused through a noisy period of time
➤ Update on Tesla China
➤ Experian reports on US EV registrations
➤ Piper Sandler lowers TSLA price target
➤ Elon Musk on the the All In podcast: https://youtu.be/CnxzrX9tNoc
➤ Twitter files preliminary proxy statement on acquisition
➤ Tesla schedules a second AI Day
➤ Argo AI starts driverless testing in Miami and Austin

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



Production Rumors, Autopilot Test, Indonesia, Uber (05.16.22)

➤ Production rumors on Giga Berlin and Giga Shanghai
➤ TSLA underperforms broader market
➤ Bridgewater Associates sells out of TSLA
➤ 4680 batteries at Tesla Automation in Germany
➤ Elon Musk hosts president of Indonesia
➤ FSD Beta 10.12 update
➤ Tesla Autopilot tested by AAA
➤ Uber adds feature for requesting EVs
➤ Tesla Semi orders
➤ Elon Musk participates in All In summit

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 Deal on Hold, Tesla Re-Evaluates India (05.13.22)

➤ Elon Musk announces Twitter acquisition is on hold
➤ TSLA stock rallies with market
➤ Tesla re-evaluates plans for India
➤ Shanghai officials comment on lockdown status

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



Margin Loan, Court Ruling, PPI, Supercharging Prices, Wisconsin, SpaceX (05.12.22)

➤ Elon Musk is reportedly seeking additional equity financing to allow further adjustment of margin loan for Twitter acquisition
➤ PPI report in line with expectations
➤ TSLA volume hits 3-month high
➤ Update on Giga Shanghai production
➤ Court makes ruling in Tesla, Elon Musk lawsuit
➤ Tesla reportedly raises Supercharger prices
➤ Tesla finds delivery loophole in Wisconsin
➤ Quebec announces funding for Starlink

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



A Message For Tesla Investors (05.11.22)

➤ Thoughts on the current market and TSLA stock’s decline
➤ Video with Pierre Ferragu: https://youtu.be/jWww2-JdYx4?t=324
➤ Consumer Price Index increases above expectations
➤ Toyota operating income falls below Tesla’s, warns on materials costs
➤ Tesla begins exports from Shanghai for Q2
➤ Elon Musk comments on next version of FSD Beta
➤ Panasonic discusses Tesla’s battery demand
➤ Volkswagen announces new EV plans for US
➤ Rivian reports first quarter earnings

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 Talks Tesla, Ridiculous Demand, China, Company X, Twitter (05.10.22)

➤ Elon Musk explains Tesla’s lead, ridiculous demand, production constraints, and more in interview with Financial Times: https://youtu.be/VfyrQVhfGZc
➤ China Passenger Car Association reports April sales and production numbers
➤ Confusing reporting on the status of Giga Shanghai production
➤ Update on German EV incentives

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



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