➤ Tesla may be on the cusp of generating next-level margins ➤ Consumer Price Index report comes in mixed, with interesting takeaways ➤ Giga Shanghai rumors ➤ Discussing Tesla's balance sheet in the current environment ➤ Large new Tesla location planned for St. Petersburg ➤ Honda announces electrification plans ➤ Toyota unveils specs for new EV available in North America

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

Plaid producer Who Why 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 his thoughts after attending Tesla's Cyber Rodeo event at Giga Texas ➤ Details on Tesla's new Model Y variant ➤ New feature on Tesla's Cybertruck ➤ Shanghai updates lockdown policies ➤ China Passenger Car Association reports sales and production for March ➤ Tesla raises prices in the US ➤ US government includes Elon Musk in EV meeting ➤ Elon Musk reverses course on joining Twitter's board of directors

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

Plaid producer Who Why 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 prepares Giga Texas for Cyber Rodeo event ➤ Analyst issue notes and price target updates following Q1 delivery report ➤ China lockdowns continue to threaten production, supply chains impacted ➤ Report on Giga Berlin energy requirements ➤ CATL makes progress on factory in Germany ➤ Volkswagen discusses volume and growth plans ➤ Toyota exploring vision-only autonomous driving ➤ Rivian reports Q1 delivery and production numbers

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

Plaid producer Who Why 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

➤ Top markets in Europe report Q1 sales showing Tesla's growth dominance ➤ Looking ahead at the macro calendar ➤ Tesla launches Model Y in Israel ➤ Elon Musk joins Twitter board of directors with ownership condition ➤ Morgan Stanley shares institutional investor opinions on Musk's Twitter involvement ➤ GM and Honda announce expanded EV partnership ➤ Volkswagen struggles with OTA software updates ➤ Scheduling update

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

Plaid producer Who Why 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 has disclosed the acquisition of nearly 75 million shares of Twitter stock, making him the largest individual shareholder ➤ TSLA stock rallies after delivery report ➤ Tesla schedules Q1 earnings ➤ Giga Shanghai production halt continues despite conflicting report ➤ Giga Texas gets prepped for Cyber Rodeo event ➤ Tesla releases FSD Beta update ➤ Elon Musk comments on Supercharger margins ➤ Polestar and Hertz announce EV partnership ➤ Delivery report livestream follow up

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

Plaid producer Who Why 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 his expectations for Tesla's Q1 delivery and production report, what to watch for, and what we might learn for the rest of the year ➤ GM, Toyota, Nissan, and other automakers report US sales ➤ YouTube Link: https://youtu.be/BQ1GFmsoNyE

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

Plaid producer Who Why 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 extends production halt at Giga Shanghai ➤ Analyzing a strange rumor on The Boring Company ➤ TSLA outperforms in Q1 ➤ Tesla reportedly stops scheduling new Solar Roof installations ➤ Patent explaining Tesla's autonomy approach published ➤ New third-party subscription offer features Tesla ➤ Canada announces emissions reduction plan

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

Plaid producer Who Why 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

➤ Mining executive talks about Tesla's materials advantage ➤ Tesla reportedly closes on supply contract with major nickel producer ➤ President Biden reportedly considering Defense Production Act as soon as this week ➤ Lockdowns continue in Shanghai, impacting Tesla supplier ➤ Credit Suisse issues note ahead of delivery and production report ➤ Gene Munster discusses Tesla's advantages on CNBC

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

Plaid producer Who Why 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 supplier announces event to show off new, larger Giga Press casting machine ➤ Giga Berlin continues with deliveries, including first outside of Germany ➤ Drone footage inside factory offers comparison with competition: https://youtu.be/IO5XC1x27gg ➤ Cadillac LYRIQ production: https://youtu.be/JxY8FPDB1T4 ➤ Morgan Stanley note on TSLA stock split ➤ Elon Musk comments on FSD Beta in Europe ➤ Discussing geofencing of FSD ➤ Tesla/Elon Musk respond in SEC dispute ➤ Lotus unveils all-electric SUV

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

Plaid producer Who Why 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

➤ TSLA stock rallies after stock split announcement ➤ SEC's proposed settlement distribution plan ruled on by court ➤ Deutsche Bank ups Tesla earnings estimates ➤ Tesla's director of artificial intelligence, Andrej Karpathy, takes a sabbatical ➤ Tesla reportedly halts production at Giga Shanghai again ➤ Elon Musk discusses Tesla Bot in new interview (https://bit.ly/3wMg8MM) ➤ Tesla applies for energy storage permit at Giga Texas ➤ NHTSA makes determination on emissions fines

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

Plaid producer Who Why 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