🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Q1 2026 Earnings Beat: Tesla surpassed expectations with 41 cents EPS and $22.38B revenue (+16% YoY). Positive free cash flow of $1.44B signals demand rebound.
$2B AI Hardware Acquisition: Tesla disclosed a milestone-based acquisition in its Q1 10-Q filing, aligned with AI5 chip development and $25B+ capex plans.
TSLA Down 3.83%: Despite strong earnings, investors spooked by $25B+ capital expenditure guidance for 2026 — nearly triple 2025 spending — fueling free cash flow concerns.
Cybercab Production Started: Tesla has begun Cybercab production despite unsupervised FSD delays. HW4.1/HW4 Plus upgrade planned to double RAM to 32GB per chip.
Spring 2026 Update: 12 new features rolling out — redesigned SD app for AI4, “Hey Grok” wake word, location reminders, improved blind spot warnings.
Roadster Debut in ~1 Month: Elon Musk confirms the last manually-driven Tesla will be unveiled soon as “one of the most exciting product reveals ever.”