➤ Release notes for FSD Beta 10.69.3 leaked ahead of broader rollout
➤ Tesla China insured units for October
➤ Report on Cybertruck production timeline
➤ Tesla employees reportedly help out at Twitter
➤ Panasonic to begin battery factory construction
➤ Toyota reports earnings
➤ SpaceX launches Falcon Heavy

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

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

➤ Tesla’s former director of AI, Andrej Karpathy, discusses his time at Tesla, the decision to leave, the current state of FSD, and much more: https://youtu.be/cdiD-9MMpb0
➤ Tesla discloses Giga Texas production milestone
➤ FSD Beta update
➤ GM halts Twitter ads
➤ Tesla Semi testing spotted
➤ George Hotz steps down at Comma AI

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

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

➤ Tesla begins expansion work at Giga Berlin
➤ Elon Musk closes Twitter deal
➤ European Union agrees on ban of internal combustion engine vehicle sales by 2035
➤ Personal consumption expenditures reported for September
➤ GM comments on EV credits

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

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

➤ Discussing the auto industry’s “valley of death”
➤ Amazon, Apple report earnings
➤ Uber provides updates on Tesla usage through Hertz partnership
➤ Tesla Model 3, Cyberquad for Kids recalled
➤ SEC reportedly investigating FSD marketing
➤ Tesla lets term sheet for lithium expire
➤ Model Y is best selling vehicle in Europe in September

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

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

➤ Elon Musk heads to Twitter HQ and they let that sink in
➤ Tesla reportedly under Department of Justice investigation
➤ Video of Tesla’s new energy Megafactory
➤ Multiple Tesla Semis spotted ahead of deliveries
➤ Ford pivots on autonomous strategy
➤ GM apparently borrows some media

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

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

➤ IDRA posts updated on 9000T Giga Press for Cybertruck
➤ Reports on Elon Musk’s Twitter acquisition
➤ Tesla Semi receives EPA certification
➤ Tesla receives funding for Superchargers in Australia
➤ GM beats earnings expectations, inventory grows

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

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

➤ Understanding the impacts of Tesla’s price cuts in China
➤ Tesla files 10-Q report after Q3 earnings
➤ Elon Musk reportedly discussing Tesla investment in Mexico
➤ Toyota rethinks EV plans

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

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

➤ Tesla introduces new Midnight Cherry Red and Quicksilver colors
➤ Rate increase expectations decline on Fed comments
➤ Supplier reportedly comments on next-gen FSD hardware
➤ Musk comments on next FSD Beta release
➤ Tesla opens Supercharger location voting

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

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

➤ Rob Maurer discusses key points that may have been under-appreciated in Tesla’s Q3 earnings report

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

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

➤ Texas approves pilot program for distributed energy resources
➤ Elon Musk to participate in Tesla earnings call
➤ Correction on analyst consensus
➤ Tesla Semi VIN decoder
➤ Elon Musk comments on Smart Summon feature
➤ Tesla tops VW in BEVs in Germany
➤ Foxconn shares interest in Tesla partnership
➤ GM unveils Cadillac Celestiq
➤ Rolls Royce unveils Spectre EV
➤ David Trainer interview: https://youtu.be/C0Fl6JBQgrc

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

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