Sell Tesla Stock at $3,000? Not So Fast… (09.23.21)

➤ ARK Invest’s Cathie Wood comments on what ARK would do if Tesla stock rose to $3,000 per share next year
➤ Discussion of a hypothetical $3,000 share price scenario
➤ New report on Tesla’s next-generation FSD hardware
➤ Update on Tesla China production
➤ Tesla’s Australian battery project partner taken to court
➤ Tesla lobbies NHTSA regarding emissions standards
➤ Elon Musk recognized by TIME magazine

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



Autopilot Update, New Tesla Megafactory, Tesla Insurance, Redwood Materials (09.22.21)

➤ Reported new Autopilot functionality may be pivotal in NHTSA investigation
➤ Federal Reserve September meeting updates
➤ New factory for Tesla in California
➤ Elon Musk provides update on Tesla Insurance rollout
➤ Giga Berlin construction update
➤ China end-of-quarter delivery wave heats up
➤ Redwood Materials has a new investor

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



News on Tesla Energy, NTSB Comments, Waymo, Semiconductors, Other EVs (09.21.21)

➤ News on Tesla Energy: Virtual Power Plant, Megapack, and Solar Roof
➤ Head of NTSB advocates for more restriction on Tesla’s Autopilot
➤ Model S deliveries expand regionally
➤ Model Y enters new market
➤ Waymo’s Head of Behavior Prediction to present on autonomy
➤ GM President comments on chip shortages
➤ Ford comments come back around on Mustang Mach-E
➤ Mercedes announces US pricing for EQS
➤ Audi announces details for all-electric Q4 e-ton

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



Stock Market Drops, TSLA Follows on Evergrande + Beta, Factory, Referral Program Updates (09.20.21)

➤ TSLA stock follows the markets down as Evergrande raises concerns in China
➤ Elon Musk provides more details on FSD Beta rollout process
➤ Rumor surfaces about Russian Gigafactory, Elon Musk comments
➤ After Inspiration4 landing, Elon Musk prods President Biden on silence
➤ Tesla halts majority of referral program
➤ Intel, Qualcomm share thoughts on automotive chip shortages
➤ Toyota president continues to speak out against EV adoption
➤ NHTSA begins investigation on another airbag recall
➤ Interest in orbital spaceflight up after Inspiration4 mission

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



Beta Button Details, Version 10.0.1, Germany EVs, China EV Congress, Neuralink (09.17.21)

➤ Elon Musk provides updated timeline on FSD Beta 10.1, gives clarification on FSD Beta request button plans
➤ Tesla pushes new FSD Beta version 10.0.1
➤ Elon Musk alludes to big September in Germany
➤ China’s World New Energy Vehicle Congress welcomes Elon Musk as remote event speaker
➤ Model 3 delivery estimates updated
➤ Former Neuralink co-founder comments on departure

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



China Confusion, Cybertruck Glass, GigaFest, Lucid Air Efficiency (09.16.21)

➤ Large discrepancy in China numbers causes confusion
➤ Model Y production in China reported
➤ New Tesla video appears to show a part of new Cybertruck design
➤ Details about Tesla “Giga-Fest” posted online
➤ Tesla scores well in JD Power APEAL study
➤ Lucid Air EPA ranges confirmed and efficiency numbers posted, allowing for comparison with Tesla
➤ GM extends Chevy Bolt production shutdown
➤ Ford begins pre-production of Ford F-150 Lightning

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 John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



“Model 2” Timeline Update, Q3 Implications, Chip Situation, EV Tax Credits, Referral Program (09.15.21)

➤ Updates from Tesla investor relations on Tesla’s lower price vehicle, 4680 battery production, pricing and margins, chip shortage impacts, and more
➤ US EV tax credit updates
➤ Tesla updates referral program
➤ Giga Berlin battery factory approved for state funding
➤ India approves multi-billion dollar incentive plan for electric vehicle manufacturing and more
➤ All-wheel drive ID.4 and Lucid Air EPA ranges announced

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 John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Initial Thoughts on FSD Beta, NHTSA Requests Other Automaker Data, Giga Texas, Redwood Materials (09.14.21)

➤ Rob Maurer shares initial thoughts on Tesla’s FSD Beta after a few days of use
➤ NHTSA requests data from 12 other automakers in regards to Tesla investigation
➤ Giga Texas welcomes new employees on site
➤ New Cybertruck photo debate
➤ Rivian announces important milestone
➤ Redwood Materials announces plans beyond battery recycling: https://bloom.bg/3lpFpoz

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 John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



EV Tax Credit Proposal, Musk on TSLA, FSD Beta, China Prices, Giga Berlin (09.13.21)

➤ New US federal EV tax credit proposal released, including some disheartening changes: https://bit.ly/39jMC45
➤ Elon Musk comments on TSLA’s valuation
➤ FSD Beta 10.1 feature and timeline updates
➤ Tesla adjusts pricing in China
➤ Giga Berlin reportedly receives new preliminary approvals, has good chance of final approval per economic minister
➤ SpaceX Inspiration4 launch scheduled

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 John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Plaid Sets Record, Full Email, Shortage Updates & More (09.10.21)

➤ Tesla’s Model S Plaid sets a new record on the Nürburgring
➤ Full leaked email from Elon Musk
➤ Video from inside Giga Texas
➤ Tesla discontinues one solar purchasing option
➤ Tesla finds a loophole in New Mexico
➤ GM and Toyota make production announcements regarding supply chain issues
➤ Harvard announces new investment plans

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 John Beans
Executive producer Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



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