Autopilot Rewrite, China Model Y Production Volume/Timing, Bill Gates/Elon Musk, Tesla Solar (09.14.20)

➤ Elon Musk updates on timeline for significant update to Tesla’s Autopilot and Full Self-Driving software
➤ TSLA stock fully recovers from worst single-day performance in less than a week
➤ Goldman Sachs issues updated note on TSLA exploring Tesla app downloads
➤ Bill Gates casts doubt on Tesla’s Semi plans, Musk responds
➤ Nikola Motors reportedly under SEC investigation after research report
➤ China heat pump supplier documents may reveal production schedule and volume for the made-in-China Model Y
➤ Elon Musk breaks down cost of solar as Tesla partners with third-party installers for Tesla Solar Roof
➤ Battery Day invitations conclude as Elon Musk hints at Plaid update

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Disclosure: Rob Maurer is long TSLA stock & derivatives