Musk Identifies Tesla CEO Successor, Expects Another Twitter CEO, Semi Launch, 4680 Update, Twitter, Lucid (11.16.22)

➤ Tesla board member says in court that Elon Musk has identified a potential successor for the CEO position
➤ PPI comes in below expectations
➤ Musk discusses Twitter position in court
➤ Tesla Semi production discussed
➤ Tesla sets Semi launch event
➤ Musk comments on FSD Beta V11 rollout
➤ Tesla plans to update safety score
➤ 4680 battery update: https://youtu.be/4XOHetABrag
➤ Tesla updates wait times in China
➤ New insured unit data
➤ Model S receives 5-star ENCAP rating
➤ Bank of America cuts TSLA price target
➤ Munger comments on Musk, Tesla
➤ George Hotz may work at Twitter
➤ Yellen comments on Twitter
➤ Redwood Materials signs deal with Panasonic
➤ Lucid announcements

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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



FSD Beta V11, China Crash, California Sales, Solar Update, Twitter (11.14.22)

➤ Tesla begins rolling out FSD Beta version 11 to some employees
➤ Fed officials discuss lower rate increases
➤ Elon Musk interviewed at B20 summit
➤ Tesla crash draws questions in China
➤ Tesla retains top selling spot in California
➤ Model 3 receives 5-star Green NCAP score
➤ Tesla continues hiring solar installers
➤ Musk comments on Twitter, SpaceX, Tesla buyback
➤ SEC charges S&P

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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



Musk Comments on China Rumor, China Begins Covid Pivot, Tesla Seeks Charging Standard (11.11.22)

➤ Elon Musk denies Reuters report on China exports
➤ China loosens Covid-zero policies
➤ Report on Tesla China plans
➤ Clarification on insurance bonuses
➤ Tesla opens charging connector in push for new standard
➤ Tesla to hold Semi delivery event
➤ Semi shows up in Tesla app
➤ Clarification on Musk Twitter comments

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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

Disclosure: Rob Maurer is long TSLA stock & derivatives



Markets Pop, CPI, Wedbush, Cybertruck, Solar, Twitter (11.10.22)

➤ TSLA recovers alongside markets after CPI report
➤ Wedbush removes TSLA from best ideas list
➤ Tesla opens Cybertruck production job listings
➤ Electrek reports on Tesla solar cancellations
➤ New Quicksilver paint spotted
➤ Twitter updates

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Executive producer Jeremy Cooke
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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



TSLA Continues Fall, China Production Record, EV Credit Bill, Rivian Earnings, Twitter (11.09.22)

➤ TSLA stock continues to drop on high volume
➤ Walking through the math on Elon Musk’s stock sales and Twitter requirements
➤ Tesla sets production record at Giga Shanghai
➤ More discussion on China demand
➤ EV tax credit changes proposed in Congress
➤ Tesla establishes new warehouse in Germany
➤ Foxconn discusses EV plans
➤ Rivian reports Q3 earnings
➤ Elon Musk shares more on Twitter plans
➤ Twitter notes: https://bit.ly/3NVyxgt

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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



Musk Sells $4B, Tesla China Discounting, Recall, Zoom, Lucid Earnings (11.08.22)

➤ Musk sells TSLA stock
➤ Tesla implements insurance rebate after cutting prices in China
➤ Zach Kirkhorn Form 4
➤ Over-the-air recall of Model S/X
➤ Tesla China’s domestic and export sales for October
➤ New feature coming soon
➤ Tesla investor relations team recognized
➤ Musk comments on Twitter activity levels
➤ Lucid reports Q3 earnings

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Executive producer Jessie Chimni
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Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Thoughts on Elon Musk + Macro, Giga Berlin Expansion, Model Y Update, Sweden (11.07.22)

➤ Rob Maurer shares some thoughts on Elon Musk’s latest actions
➤ Update on macroeconomy
➤ Tesla plans to file application for Giga Berlin expansion
➤ Model Y receives new EPA certification
➤ Model S Plaid registered in Norway
➤ Tesla to open some Australian Superchargers
➤ Sweden cuts EV incentives

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Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Musk Interviewed by Ron Baron, German EV Incentives, Telecom License, Credit Pushbacks (11.04.22)

➤ Ron Baron interviews Elon Musk about Tesla, Twitter, SpaceX
➤ Ron Baron shares valuation expectation for Tesla stock
➤ Tesla updates customers on incentive deadline
➤ Tesla applies for telecom license in Canada
➤ Japan, South Korea push back on EV incentive plans

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Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



China Sales, Berlin Expansion, Tesla Bot, Ultrasonics, Giga Press (11.03.22)

➤ CPCA reports Tesla China’s sales for October
➤ Baron Funds possibly interviewing Elon Musk
➤ Tesla commences Berlin expansion, reportedly preparing third shift
➤ New software update contains ultrasonic sensor replacement code
➤ IDRA shares work on new Giga Press
➤ German Tesla registrations for October
➤ Q3 market share for BEVs in Europe
➤ Goldman Sachs issues report on Tesla Bot
➤ Ford reports October EV sales
➤ Canada tightens foreign investment regulations
➤ Saudi Arabia and Foxconn partner for EVs

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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



FOMC Meeting, FSD Beta 10.69.3 Expands, China Production, Pepsi, Battery Production (11.02.22)

➤ TSLA stock drops alongside market following FOMC statement and press conference
➤ FSD Beta 10.69.3 begins rolling out
➤ Nio suspends production in China
➤ Tesla closes first store in China
➤ Frito Lay plans massive solar array
➤ Details on new Model Y suspension
➤ Northvolt reevaluates factory plans

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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



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