🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
1. Tesla FSD v14.3 rolls out with MLIR rewrite, 20% faster reactions
Tesla’s Full Self-Driving version 14.3 is now rolling out, featuring a complete MLIR compiler rewrite. Early tests show reactions are about 20% faster than the previous version, marking a significant technical milestone for the autonomous driving program.
2. Tesla faces 50,000-car inventory problem as unsold EVs pile up
Reports indicate Tesla is dealing with a significant inventory overhang, with tens of thousands of unsold electric vehicles accumulating at various facilities amid broader EV demand headwinds.
3. JPMorgan warns Tesla stock could drop 60%
JPMorgan issued a note warning that Tesla stock could fall as much as 60%, citing competitive pressures in the EV market and execution risks as key concerns for investors.
4. California confirms: Tesla has ZERO Robotaxis on public roads
A California transportation regulator explicitly confirmed that Tesla is not operating an autonomous vehicle service in the state, despite Elon Musk’s Robotaxi promises.
5. Xiaomi poaches TWO Tesla executives for 2027 EV launch
Xiaomi has hired Dieter Lorenz, Tesla’s Senior Manager of Delivery Operations for Central Europe, and separately recruited Kong Yanshuang, Tesla’s former General Manager for China, as it prepares its own electric vehicle launch.
6. NHTSA closes Smart Summon probe after 159 incidents
NHTSA closed its investigation into Tesla’s Actually Smart Summon feature after documenting 159 incidents — all resulting in minor property damage with no injuries.
7. Tesla showroom in Sydney torched
A Tesla showroom in Sydney, Australia was set on fire. Details remain limited as the incident is still under investigation.