Tesla Results Presentation Deck

7 VEHICLE CAPACITY During the quarter we brought down several production lines for upgrades at various factories, which led to a sequential decline in production volumes. We made further progress smoothing out the delivery rate across the quarter, with September accounting for ~40% of Q3 deliveries this year, compared to September accounting for -65% of Q3 deliveries in 2022. US: California, Nevada and Texas At Gigafactory Texas, we began pilot production of the Cybertruck, which remains on track for initial deliveries this year. We are expecting the Model Y production rate in Texas to grow very gradually from its current level as we ramp additional supply chain needs in a cost-efficient manner. Production of our higher density 4680 cell is progressing as planned, and we continue building capacity for cathode production and lithium refining in the U.S. China: Shanghai Other than scheduled downtime in Q3, our Shanghai factory has been successfully running near full capacity for several quarters, and we do not expect a meaningful increase in weekly production run rate. Giga Shanghai remains our main export hub. Europe: Berlin-Brandenburg Model Y remained the best-selling vehicle of any kind in Europe year-to-date (based on the latest available data as of August). Similar to Texas, further production ramp of Model Y will be gradual. Region California Shanghai Berlin Texas Nevada Various 4% Pilot production Pilot production In development In development TBD Installed capacity current production rate and there may be limitations discovered as production rates approach capacity. Production rates depend on a variety of factors, including equipment uptime, component supply, downtime related to factory upgrades, regulatory considerations and other factors. -US/Canada Europe -China 3% 2% 1% 0% Q1 2018 Current Installed Annual Vehicle Capacity Model Model S / Model X Model 3 / Model Y Model 3 / Model Y Model Y Model Y Cybertruck Tesla Semi Next Gen Platform Roadster Q2 2018 Q3 2018 Q4 2018 Q1 2019 Q2 2019 Q3 2019 Q4 2019 Q1 2020 Q2 2020 Capacity 100,000 550,000 >950,000 375,000 >250,000 >125,000 Q3 2020 Q1 2021 Q4 2020 Q2 2021 Q3 2021 Q4 2021 Q1 2022 Status Production Production Production Production Production Q2 2022 Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023 vehicles by region (TTM) Market share of Tesla Source: Tesla estimates based on latest available data from ACEA; Autonews.com; CAAM - light- duty vehicles only TTM = Trailing twelve months

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