Q4-23 Delivery and Production Report (01.02.24)

Rob Maurer shares a number of personal announcements. FPG: https://firstprinciples.group Thank you: https://youtu.be/zs3i4w3tsRg Patreon: https://www.patreon.com/tesladailypodcast PayPal: https://paypal.me/tesladaily Venmo: @RobMaurer Bitcoin address: 3N3f9WxrpHbX3N3j5Me8i7UyC4ErbViPQi Ethereum address: 0x5E9CC4C16c68178Dd926A67d9948170f31785918 X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

➤ Initial impressions from first non-employee Cybertruck owner ➤ PPI comes in lower than expected ➤ Point-of-sale EV credit implementation ➤ Model Y 7-seat price increase ➤ Price cuts in China ➤ Piper Sandler note on TSLA ➤ New voice-assist features added in China ➤ Covered vehicles spotted by drone ➤ New FSD Beta version ships to employees ➤ Rivian publishes impact report ➤ SpaceX posts company update ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

➤ Hertz announces plans to sell significant portion of EV fleet ➤ CPI report slightly higher than expected ➤ Tesla reportedly plans temporary Giga Berlin pause ➤ Non-employee Cybertruck orders receive VINs, delivery may be scheduled ➤ Tesla reportedly informs workers of pay increases ➤ Tesla announces Megapack commissioning in Hawaii ➤ Model 3 Highland begins to appear in stores ➤ Minor Dojo update ➤ Toyota exec comments on solid-state batteries ➤ Lucid announces production and deliveries X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

➤ The Model 3 Highland has arrived in North America ➤ Delivery wait times extend after initial estimates ➤ Report on possible India factory ➤ More inventory data ➤ Update on Cummins settlement ➤ SpaceX completes direct to cell test X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

➤ New video posted by SpaceX offers evidence relating to a Wall St. Journal report on Elon Musk ➤ New China sales data ➤ Giga Mexico report ➤ Model 3 Highland briefly appears on Tesla US site ➤ Advertising discussion ➤ Honda announces Series 0 EVs X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

➤ New US auto data gives insight on market conditions ➤ Model Y moves into top 5 US vehicle sales position ➤ European sales breakdown ➤ FSD Beta v12.1 impressions ➤ WSJ report on Elon Musk ➤ Tesla posts new Cybertruck promo video ➤ Model Y RWD speaker count reduced ➤ Firmware hints at new updates ➤ Highland release rumor ➤ Tesla forms Spain holding company ➤ VW to implement ChatGPT ➤ SpaceX company update X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

➤ Tesla reduces EPA range estimates due to new interpretations guidance ➤ Argus selects TSLA stock amongst top picks for 2024 ➤ Tesla changes Model Y paint options in North America ➤ Samsung announces Tesla API integration ➤ IF Metall suggests strike resolution ➤ Pharrell Williams spotted in Cybertruck ➤ Autopilot update rolls out in China ➤ Musk teases new products ➤ Calendar X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

➤ 4680 battery progress rumors ➤ Real-world Cybertruck range test ➤ Senators send letter to automakers ➤ More Highland sightings at Fremont ➤ China port activity ➤ Germany, Denmark sales ➤ Musk comments on X Space ➤ Rivian Q4 sales ➤ Ford Q4 sales ➤ Mobileye announces inventory buildup X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

➤ New Cybertruck details from early owners ➤ Jefferies increases TSLA price target ➤ Data confirms Q4 records in China ➤ BYD electric vehicle deliveries pass Tesla in Q4 ➤ Correcting a Bloomberg report ➤ Some Tesla vehicles stuck on ship ➤ Highland Model 3s spotted at Fremont ➤ EV tax credit updates for 2024 ➤ Ford bumps F-150 Lightning price up ➤ Cybertruck crash report ➤ FSD Beta v12.1 impressions ➤ Optimus engineer comments on progress ➤ Musk comments on Tesla valuation, plans to hold company talk X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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

➤ Tesla has released record Q4-23 delivery and production numbers X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com 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