➤ Leaked Elon Musk email provides context for other rumors, Q3 results
➤ Tesla China opens massive new delivery center, plus rumors on production
➤ Elon Musk provides more details about the FSD Beta rollout plan
➤ Tesla exec recognized on Fortune’s 40 Under 40 list
➤ New York moves to ban internal combustion engine vehicles
➤ Latest rumor on Apple’s car project
➤ Ford closes India factories

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

Video: https://youtu.be/bgikZ2BLybI

➤ Rob Maurer walks through how Tesla’s third quarter is shaping up after August sales numbers are reported from China
➤ Tesla expands Energy team
➤ News on solar in the United States

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

➤ Leaked Elon Musk email gives new insight on Tesla’s aspirations on possible future share price
➤ Musk comments on crazy end of quarter delivery push
➤ Giga Berlin may be on track to receive more than $1B in funding as battery equipment arrives
➤ FSD Beta downloaded and used in Ukraine
➤ Construction begins on UK energy storage project
➤ Tesla files to expand a portion of Fremont factory
➤ China Supercharger factory update
➤ China regulatory credit market
➤ New information on April Tesla crash in Texas
➤ Toyota provides update on EV plans
➤ GM halted production in North America

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

➤ Katherine Ross interviews Rob Maurer about the current state of Tesla and what to think about going forward

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

➤ ARK Invest does great work, but here’s why I disagree with them in this instance
➤ Elon Musk sets timeline for FSD Beta 10, “Beta Button” wide release
➤ Tesla gets new office space in San Jose
➤ Newly published patent application details Tesla’s fleet learning capabilities (https://bit.ly/3BCUZUh)
➤ Elon Musk comments on artificial intelligence dangers
➤ Apple Car rumors resurface
➤ Tesla Solar Roof may be facing challenge in Florida
➤ Markets will be closed on Monday, September 6th

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

➤ Rumors leaked from an Elon Musk Tesla company call
➤ Don’t miss today’s other episode: https://youtu.be/LK07bTZIZoI

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

➤ NHTSA requests information from Tesla in relation to Autopilot investigation
➤ Elon Musk comments on next-gen Tesla Roadster production timeline
➤ Discussion on production ramps from Giga Berlin and Giga Texas
➤ Autopilot team employee teases FSD Beta
➤ Model Y vehicles line up at Beijing DMV
➤ Motor Trend reviews the Rivian R1T

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

➤ Tesla adds new job listings for Tesla Bot, descriptions provide interesting insights
➤ New information on mysterious Model X fire
➤ GM comments on Chevy Bolt recall including production and repair plans
➤ Tesla’s proximity sensing feature may see an update
➤ Report on 4680 battery supply partnerships

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

#Tesla #TSLA #Investing

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

➤ Rumors on Tesla’s sales in China for August and a Giga Shanghai factory shutdown
➤ Tesla may have started pre-production at Giga Texas
➤ Analyst visits Fremont, comments on pace
➤ Series of reports suggests movement on Tesla’s plans in India
➤ Elon Musk comments on FSD Beta 10, FSD visualization
➤ Tesla involved in accident with roadside police car, owner blames Autopilot
➤ Tesla testing solar roofs near Fremont
➤ Tesla reaches amended agreement with New York

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 Jeffrey Yu
Executive producer John Beans
Executive produce Michael Pastrone
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla extends estimated delivery timelines in China
➤ 4680 battery cell yield report
➤ Musk comments on LFP battery decision
➤ Rivian reportedly prepares for initial public offering
➤ Waymo shutters lidar business line
➤ Tesla Daily turns four years old

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 Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives