➤ China Passenger Car Association reports on Tesla sales and exports in China for the month of July
➤ Tesla updates Cybertruck production timeline
➤ Model S order holders receive new delivery windows
➤ US Senate votes on $1 trillion infrastructure bill
➤ Porsche CEO comments on EVs
➤ News on The Boring Company
➤ Scheduling update for the rest of the week

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 Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Full analysis of Tesla’s newly released report on business operations and environmental impact
➤ New report on climate change highlights severity and urgency
➤ IPCC climate report: https://bit.ly/3xBVHP4
➤ Jefferies upgrades TSLA stock, increases price target
➤ Report on Giga Texas progress
➤ India reportedly considering lowering import tax on EVs

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 Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk shares photos of fully stacked Starship and Super Heavy booster

➤ More information on EPA emissions proposal

➤ Update on Model S deliveries

➤ Elon Musk asked about Waze-like functionality

➤ New residential Tesla Energy project

➤ Follow up on last episode and a look at next week

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 Tesla Summary

Executive producer Jeffrey Yu

Executive producer John Beans

Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Biden Administration announces electric vehicle targets alongside US automakers and UAW — Tesla not invited to announcement
➤ President Biden comments on potential US federal EV tax credit
➤ Tesla reportedly may be validating BYD as a battery supplier
➤ Elon Musk biography in the works

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 Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

➤ Tesla battery supply set to increase in Q3
➤ Tesla begins sending out AI Day invitations
➤ Tesla continues increases prices
➤ White House to hold announcement with Detroit automakers
➤ GM reports earnings, discloses Chevy Bolt recall costs

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 Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Robotics professor alludes to “secret project” with Tesla ahead of AI Day
➤ New image shows what may be Tesla’s Dojo computer hardware
➤ Alex Potter of Piper Sandler issues new note on TSLA stock
➤ News on US federal solar investment tax credit

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 Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock continues rally, leads the Nasdaq 100 to start the week
➤ Elon Musk schedules Tesla’s AI Day
➤ Tesla releases the first update to pure vision FSD Beta with version 9.1
➤ Tesla adjusts pricing in China
➤ Rumor on Model Y progress at Giga Texas
➤ New Megapack installation catches fire
➤ Tesla reportedly preparing mobile app update
➤ Elon Musk calls out Apple again
➤ TSLA coverage initiated by KGI Securities
➤ Morgan Stanley polls interns about Tesla
➤ Update on infrastructure bill and possible EV tax credit

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 Tesla Summary
Executive producer Jeffrey Yu
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ James Douma joins Rob Maurer to discuss Tesla’s approach to autonomous driving, computer vision, deep learning, how neural networks work, ARK Invest’s TSLA model and more.
➤ Part one: https://youtu.be/gzq5AFCH5jk

Apologies for a lack of timestamps, didn’t quite have the time.

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 Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer digs through Tesla’s 10-Q filing for information not discussed in Tesla’s Q2 earnings letter. Topics include the structure and impact of Elon Musk’s compensation, Tesla Solar Roof, deferred revenue, regulatory credits, Supercharging, debt, and more.

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 Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Analysts react to Tesla’s Q2 earnings report in mixed, sometime humorous, fashion
➤ Markets respond to July Fed meeting
➤ Update on Model S containment hold
➤ Tesla delivery estimates move further out
➤ Tesla reportedly adjusts retail strategy
➤ Elon Musk provides update on FSD Beta
➤ Former Tesla executive’s startup raises capital

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 Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives