➤ After relative stability throughout Q3, Tesla has continued raising prices
➤ Discussing Tesla’s margins and material costs
➤ GM holds Investor Day to map out plan and targets for 2030
➤ ARK Invest moves out of NYC
➤ Tesla shareholder meeting on October 7

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
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 jury has ruled against Tesla in a $137 million discrimination lawsuit
➤ Rivian files S1 ahead of initial public offering, revealing new business details
➤ Discussion on Tesla’s debt position
➤ Giga Berlin planned for supplier colocation
➤ Tesla opens shareholder meeting submission process (https://bit.ly/3afdClm)

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
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 stock outperforms weak macro environment following Q3 delivery and production report
➤ A look at the big week ahead for Tesla
➤ Wall St. and analysts react to Tesla’s Q3 delivery report
➤ Chip shortages front and center after quarterly auto industry results
➤ NHTSA provides update on petitioned review of Tesla fires
➤ Tesla files amendment to lawsuit against Rivian
➤ IDRA releases part one of Giga Press series

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
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’s live reaction to Tesla’s Q3 delivery and production report (first 24 minutes of podcast)
➤ Q&A prior to results being released (rest of podcast after 24 minutes)

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
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

➤ Volkswagen calls top managers together for “crisis meeting” regarding direction of automotive industry
➤ Elon Musk clarifies FSD Beta rollout timeline
➤ Update on refreshed Model X
➤ New Megapack project in Australia
➤ Tesla updates Model Y range in Tesla China design studio
➤ Automakers report Q3 sales results in the US
➤ EVs dominate Norway in September

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
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

YouTube link: https://youtu.be/Ogs-AOEvqyg

➤ Join Rob Maurer for a live walkthrough of his delivery and production forecasts for Tesla’s Q3 2021.

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
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

➤ Takeaways from Elon Musk’s interview with Kara Swisher at the 2021 Code Conference: https://youtu.be/ESIjxVudERY
➤ Elon Musk comments on Tesla’s improving return on invested capital (ROIC)
➤ Wedbush’s Dan Ives issues updated TSLA note ahead of Q3 deliveries
➤ Tesla job listings in Austin
➤ Tesla pushes back on alleged defamation in China
➤ Notable investors disclose sale of Tesla stock
➤ Follow up on UK petrol situation

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
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 shows relative strength in worst day for Nasdaq in 6 months
➤ Elon Musk explains Tesla’s FSD Beta rollout plan and timeline
➤ Rumored huge month for Tesla China in September
➤ IDRA releases Giga Press teaser video
➤ New Cybertruck video creates possible confusion
➤ Biggest Tesla Energy deal ever reported
➤ Piper Sandler issues updated TSLA note, increasing estimates
➤ Ford announces EV and battery factory plans
➤ Volkswagen accused of using emissions test defeat device software
➤ Lucid announces start of production and delivery dates
➤ UK faces fuel shortage

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
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 releases FSD Beta request button and Safety Score Beta, now what?
➤ Zero intervention long FSD Beta drive: https://youtu.be/dRXZ9Mwiuto
➤ California DMV responds to CNBC inquiry on FSD Beta rollout
➤ First look at new Autopilot safety feature in action
➤ Leaked Elon Musk email
➤ New rumor on Giga Shanghai production
➤ China factories face power shortages
➤ Elon Musk comments on Tesla’s status in China
➤ Model Y delivery times move out again
➤ Tesla makes changes to annual shareholder meeting

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
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 ended the week with its highest close in more than 7 months
➤ New rumor on Tesla’s Q3 production
➤ Elon Musk interview for Italian Tech Week (https://youtu.be/4_LAXD-f9e0)
➤ Semiconductor shortage updates
➤ Fremont Police Department adds new Tesla vehicle to fleet
➤ When to expect Tesla’s Q3 delivery and production report

Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
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