🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Cybercab Production Begins: Tesla officially started manufacturing its steering-wheel-free Cybercab robotaxi at Gigafactory Texas in April 2026. Public beta of the ride-hailing app is targeted for late Q3 or early Q4 2026 across select US cities.
Model S & X Phased Out: Tesla has ceased custom orders for Model S and Model X vehicles, with only remaining inventory available — signaling a strategic shift toward newer offerings.
Q1 2026 Deliveries Miss Expectations: Tesla delivered 358,023 EVs in Q1 2026, up 6% year-over-year but down 14.4% sequentially, missing Wall Street estimates. Global inventory hit a record 164,000 unsold units.
Stock Decline Continues: Tesla’s stock has declined for eight consecutive weeks. JPMorgan reiterated an Underweight rating with a 45 price target, implying ~60% downside.
FSD Approved in Netherlands: The Netherlands became the first European country to approve Tesla’s Full Self-Driving Supervised software on April 10th, opening a pathway for broader European expansion.
FSD v14.3 Rollout: Tesla began rolling out FSD version 14.3 with 20% faster reaction times and a rewritten AI compiler.
Roadster Unveiling Expected: The next-generation Tesla Roadster could be unveiled as early as late April 2026, after years of delays since its 2017 prototype debut.
Semi Production Accelerating: Tesla targets 5,000 to 15,000 Semi trucks in 2026, with trucks achieving 400+ miles under full load. Ralph’s grocery chain has partnered for up to 500 autonomous electric Semis.