➤ Tesla stock has worst day in months following Q3 delivery report
➤ Discussion on where Tesla is at following the report, and why investors’ concerns have risen
➤ Understanding Tesla’s inventory
➤ Updates out of China
➤ Analyzing a supposed production plan reported by Reuters
➤ Giga Berlin production news
➤ Tesla reportedly expanding Giga Nevada
➤ Google and Tesla reportedly exploring partnership

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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

➤ Tesla has reported record quarterly production and delivery numbers for the third quarter of 2022

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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

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk comments on AI Day ahead of event
➤ AI Day expectations
➤ Musk comments on Cybertruck
➤ Tesla Energy products survive hurricane
➤ S&P brand loyalty study
➤ Interesting data points on US car market
➤ New Musk texts disclosed in Twitter case
➤ Porsche IPO
➤ Quick notes

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 appoints new board member
➤ Piper Sandler lowers TSLA price target
➤ Citi issues updated TSLA note
➤ Walking through Q3 delivery and production estimates

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Leaked email from Tesla management ahead of quarter end
➤ Insured Tesla vehicle report bounces back in China
➤ Reuters reports on Tesla production rates in Shanghai
➤ Reports of delivery windows moving up in Australia
➤ AI Day updates
➤ Treasury Department comments on EV tax credit
➤ Hertz comments on Tesla rentals, partners with BP

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 and Twitter CEO Parag Agrawal both delay depositions in Twitter acquisition case
➤ Fire at Giga Berlin draws comments from water association
➤ China extends NEV tax exemption as expected
➤ Report on China delivery target
➤ Influencers offered payment to read anti-Tesla script for film
➤ Ford confirms badge shortage
➤ Cruise vehicles get stuck in San Francisco
➤ Musk comments on Starlink terminal production

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 to release new energy, Supercharging features in software update
➤ Looking ahead to next week’s calendar
➤ Musk to be deposed in Twitter case
➤ Interesting Tesla Bot job listing
➤ Tesla may be shifting to exports from Shanghai
➤ Musk appears on Jay Leno’s Garage
➤ SpaceX updates
➤ Hertz / GM order
➤ Toyota cuts production 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 Daily returns to cover the biggest stories over the last week including interest rate hikes, China demand, Texas production, Berlin batteries, FSD Beta, and more.

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 reportedly considers reallocating production equipment from Berlin
➤ PPI report causes less panic than CPI
➤ Schedule updates
➤ Giga Shanghai production impacted
➤ Analyst rating and price target changes
➤ Canadian minister visiting California
➤ Special code reported for crash tests
➤ Ford gives dealers ultimatum

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

➤ Markets suffer worst day in years on hot inflation data, TSLA outperforms
➤ Tesla’s head of investor relations presents at Goldman Sachs conference
➤ Details from Supercharger site plans
➤ New radar shows up in Tesla parts catalog
➤ Tesla reportedly adding alternative routes to navigation
➤ FSD Beta 10.69.2 rolls out
➤ Former head of Twitter security testifies to Congress

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