Summary and takeaways from Tesla's second quarter earnings call and shareholder update ➤ Focus on batteries, autonomy, and manufacturing ➤ Discussion on Tesla Energy and Tesla

Summary and takeaways from Tesla's second quarter earnings call and shareholder update ➤ Focus on batteries, autonomy, and manufacturing ➤ Discussion on Tesla Energy and Tesla

Summary and takeaways from Tesla's second quarter earnings call and shareholder update ➤ Focus on batteries, autonomy, and manufacturing ➤ Discussion on Tesla Energy and Tesla

➤ Tesla has founded an insurance brokerage business in China ➤ Following up on questions about TSLA’s upcoming stock split ➤ Elon Musk tweets about Tesla’s one-piece casting machine for the rear body of the Tesla Model Y ➤ Is Elon Musk teasing the Plaid powertrain on Twitter? ➤ Tesla makes significant change to its destination charging program ➤ Lucid Air gets 517 miles of range in unofficial replication of EPA test ➤ Tesla’s Hornsdale Power Reserve battery pack project achieves impressive results during full charge/discharge power tests ➤ Tesla reportedly informs some Powerwall installers of product shortage ➤ Tesla’s President of Automotive says Giga Texas is happening at full speed ➤ Tesla lists job opening for design center in China ➤ In a survey of questionable validity, Tesla scores well on employee happiness ➤ Tesla Daily will return on Tuesday

➤ Rob Maurer presents the bull case for TSLA stock and why the company is not overvalued at its current market cap near $300B ➤ This presentation was given to Northwestern master's program students on August 12, 2020 and was followed by a question and answer sessionTimestamps 2:21 Background on Tesla Daily 3:52 Bull case presentation begins 7:16 Tesla's lead in electrification 10:43 Tesla's lead in autonomy 12:53 Tesla's lead in energy 14:30 Is Tesla overvalued? 26:35 Competition has completely given up the market 28:37 Beginning of question and answer section 30:39 Will infrastructure scale fast enough? 33:33 Will people really want to share their vehicles for ridesharing? 36:36 Is Tesla prepared for supply and battery constraints? 40:58 Does The Boring Company come into play for mining? 41:53 Will Tesla's innovation slow down as they enter a higher volume phase? 45:35 Is Tesla's lack of advertising sustainable? 48:03 Who is a legitimate competitor to Tesla? 53:12 Thoughts on Rivian and partnerships? 56:05 How did you feel during the Cybertruck unveiling? 58:20 What are your thoughts on the new Roadster and will you be purchasing one? 1:00:46 Is Tesla's executive turnover a concern? 1:04:29 Do you own a pair of Tesla short shorts? 1:05:00 Any thoughts on TSLA's stock split? 1:06:55 How have you looked at Elon Musk's actions and legal issues the last few years? Do you think he is comparable to Steve Jobs? 1:10:00 What do you think Apple's ambitions in the space are? 1:11:58 What is your backround? 1:13:15 What do you think keeps Elon Musk and Tesla's management team up at night?

➤ Tesla has announced a 5 for 1 stock split on TSLA stock: analyzing the impacts ➤ What happens to TSLA shares in a stock split? What happens to TSLA options in a stock split? ➤ Does the TSLA stock split have anything to do with TSLA getting in to the S&P 500? ➤ Should Tesla have split their stock? Was 5 for 1 the right split?

➤ China’s XPeng Motors has filed paperwork with the SEC in preparation for a multi-billion dollar initial public offering on the US stock market under ticker XPEV ➤ Analysis of XPeng’s F-1 filing as well as an overview of their business and products and how they compare to Tesla ➤ Tesla continues rapid expansion of Giga Shanghai ➤ Giga Texas land costs are disclosed, and criticized by some for being too high

PART 1: Will Tesla Stock Keep Going Up? Exploring the Mechanics of S&P 500 Inclusion - https://youtu.be/JN8PNPBkaWc PART 2: Tesla S&P 500 Inclusion Analysis

➤ Is the cheaper rear-wheel drive (RWD) long range Tesla Model Y going to be released soon? Tesla starts to reach out to some order holders.

➤ SpaceX completes successful test flight and landing of Starship SN5, Elon Musk tweets about Mars progress ➤ Comparing TSLA’s second quarter earnings to other automakers as earnings reports continue to come in, including from BMW, Fiat-Chrysler, and Honda ➤ BMW continues to push for Power of Choice flexible vehicle architecture strategy