➤ Elon Musk comments on the scope of the next “Master Plan”
➤ Tesla set for first deliveries from Giga Berlin
➤ Nickel prices returning to normalcy
➤ Jefferies issues updated TSLA note
➤ New Tesla energy project in Australia
➤ Tesla China shares new Giga Shanghai manufacturing video
➤ GM begins production of Cadillac LYRIQ
➤ Updates on SpaceX

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

Plaid producer Who Why
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

➤ Interest in Tesla Model Y sees unprecedented spike along with electric vehicle search activity
➤ Giga Shanghai resumes production
➤ Semiconductor supply chain pressure increases due to earthquake
➤ Tesla asks drone operators to stop filming
➤ Megapacks continue to pile up at Giga Nevada
➤ Update on FSD Beta in Canada
➤ Lucid CEO discusses pricing, supply chain issues
➤ GM recalls a small number of EV Hummers
➤ Update on The Boring Company

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

Plaid producer Who Why
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 announces a Master Plan, Part 3 is in the works for Tesla
➤ Update on water supply for Giga Berlin
➤ Tesla reportedly delays $1B bond sale
➤ Conflicting report on Giga Shanghai production status
➤ London Metals Exchange reopens nickel trading
➤ Ford F-150 Lightning efficiency revealed
➤ Maserati announces EV plans
➤ The Boring Company to enter negotiations with San Antonio

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

Plaid producer Who Why
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

➤ Morgan Stanley tours Tesla’s Fremont factory and meets with Tesla’s investor relations team
➤ Federal Open Market Committee concludes March meeting, raises rates
➤ Giga Shanghai reportedly halts production
➤ Global Equities Research issues new TSLA note
➤ New references found in Tesla’s software
➤ Herbert Diess shares revelation regarding Tesla
➤ Apple car project update
➤ The Boring Company updates

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

Plaid producer Who Why
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 implements one of their biggest price hikes ever just one week after raising prices
➤ Mixed PPI report
➤ Rumor on Tesla orders
➤ US Labor Secretary meets with Elon Musk
➤ Tesla Insurance looking to expand to two new states
➤ FSD hardware 4.0 reference reported in new software

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

Plaid producer Who Why
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 documents show details of updated Model Y
➤ Tesla stock continues to struggle with macro headwinds
➤ Elon Musk challenges Vladimir Putin
➤ Tesla & SpaceX costs rising according to Elon Musk
➤ Tesla begins releasing FSD Beta 10.11 with many changes
➤ Some factories shut down in parts of China, other concerns increase
➤ Model S and Model X show up at Giga Shanghai
➤ US Senators advocate for Defense Production Act for battery materials
➤ Ford discusses dealerships under new business structure
➤ Stellantis CEO believes they will catch up with Tesla
➤ US changes regulations involving autonomous vehicles

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

Plaid producer Who Why
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

➤ Former Tesla board member Steve Westly joins Rob Maurer to discuss Elon Musk, Tesla, disruption, energy, venture capital, and more

Timestamps
0:00 Intro
0:45 Westly Group focus
2:50 Disruption of conservative industries
4:44 Finding Tesla
8:44 Becoming a board member
10:44 Tesla’s early / present-day ambition
14:28 Current EV landscape
17:37 Tesla’s growth
20:53 Volkswagen & China
24:08 Ford’s EV Split
28:07 Impacts of autonomy
29:23 Luminar
32:32 Tesla Energy & Solar
36:16 Regulatory policies & California migration
40:00 Early stage interests
44:07 Rob’s promise

Westly Group: https://westlygroup.com

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

Plaid producer Who Why
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 raises prices in the US and China
➤ Core CPI continues to rise
➤ Tesla’s order rates reportedly spike
➤ Elon Musk provides FSD Beta update
➤ Giga Texas production continues
➤ Grimes discloses second child with Elon Musk
➤ Waymo lists vision-only challenge
➤ Rivian reports earnings with shocking operating expenses

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

Plaid producer Who Why
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

➤ The SEC finally submits Tesla settlement distribution plan after more than three years
➤ Tesla Texas Giga Fest details
➤ Giga Berlin delivery date set
➤ German politician uses new Tesla term
➤ Tesla passes BMW in the US
➤ Tesla responds to senators’ Autopilot inquiry
➤ Leaked email gives insight on Tesla’s policies regarding Ukraine
➤ Ukraine receives more Starlink terminals
➤ Porsche to halt production
➤ EPA reinstates state-level emissions policies
➤ Amazon announces stock split, share buyback

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

Plaid producer Who Why
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

➤ US announces ban on import of Russian oil and natural gas
➤ EU announces plans to reduce Russian natural gas dependence
➤ Russia plans to halt exports to select countries
➤ Nickel futures pricing continues surging, ends up halted
➤ CPCA reports sales and production for Tesla in China in February
➤ Tesla & Elon Musk seek to terminate SEC settlement agreement
➤ Model Y order holders in Germany asked to confirm account details
➤ Elon Musk to speak at TED 2022

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

Plaid producer Who Why
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