➤ Delivery expectations rise for Tesla as the company heads into the final week of Q2
➤ Deutsche Bank and RBC Capital issue updated notes on TSLA
➤ Elon Musk tweets about Tesla logistics challenges, worldwide Supercharger network usage, and a floating Cybertruck
➤ Analyzing the results of JD Power’s 2020 Initial Quality Study and Tesla’s lowest score among car brands
➤ California passes new emissions regulations on trucks
➤ Amazon agrees to acquire autonomous driving startup Zoox

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ With one of Tesla’s suppliers (Contemporary Amperex Technology Ltd, or CATL) recently announcing an automotive battery capable of more than one million miles, some have wondered if they have stolen Tesla’s battery day thunder.

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla CEO Elon Musk emails all Tesla employees as the final days of Tesla’s second quarter approach
➤ Tesla firmware version 2020.24.6 provides a number of interesting updates to Tesla’s fleet
➤ Travis County holds a hearing with Tesla on the proposal for a Texas Gigafactory for Tesla’s Cybertruck and Model Y
➤ Australia’s renewable energy zones progress
➤ Mercedes and Nvidia partner for autonomous driving technology

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla CEO Elon Musk postpones Tesla’s 2020 annual shareholder meeting and tentatively reschedules it to coincide with Tesla’s battery day
➤ Musk discusses several product announcements on Twitter including for Autopilot, Model Y, and Tesla’s on-screen functionality
➤ Musk comments on TSLA’s valuation, the highest of any automaker
➤ Jay Leno reviews the Tesla Model Y on Jay Leno’s Garage
➤ California proposal regarding electric trucks

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ JP Morgan analyst Ryan Brinkman increases price target on TSLA stock
➤ Tesla updates solar panel pricing and power
➤ Update to traffic light and stop sign control rolls out to Early Access program members
➤ BMW announces layoffs and change of strategy with Daimler

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla filing with Texas comptroller office discloses location and other details on Tesla’s potential factory in Texas
➤ Jefferies significantly increases price target on TSLA stock
➤ greentheonly tweets an update on 100 kWh pack Model 3

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ The Wall St. Journal reports on Tesla registration numbers in the US for April and May leading to a spiral of negative headlines on the numbers
➤ TheStreet.com article discussing the news: https://www.thestreet.com/investing/tesla-registration-declines-california
➤ Lyft announces intent to become an all-electric platform by 2030

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk says a larger battery pack is not in development for the Tesla Model 3 or Model Y
➤ Tesla achieves a 400+ mile range on the Tesla Model S
➤ Tesla files a Form 8-K to report adjustments to their contracts with Panasonic
➤ Electrek reports on early Tesla Model Y quality control issues

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Examining the business case for a 100 kWh Tesla Model 3 based on alleged findings of 100 kWh pack test vehicles
➤ Tesla is granted a license for energy generation in the UK
➤ Spain announces automotive stimulus package
➤ Tesla makes a statement on safety after production restart

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Goldman Sachs and Morgan Stanley maintain low forecasts, downgrade TSLA stock
➤ Tesla appears to have added some additional sign recognition in their firmware
➤ Tesla cancels some Solar Roof orders while continuing Solar Roof hiring
➤ Ford delays electric F-150

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives