🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Market: TSLA trading at ~$373.72, down 1.87% from yesterday’s close of $380.85. Stock has pulled back from last week’s ~$400 level.
Q1 2026 Earnings: Tesla posted a slight earnings beat, but the numbers were flattered by one-time items — warranty credits and tariff refunds. Analysts question underlying profitability.
Model YL Spotted: Prototype of the next-gen Model Y (Model YL) seen on US public roads for the first time, suggesting progress toward a refresh or new variant.
$2B AI Hardware Acquisition: Tesla quietly disclosed in a 10-Q filing the acquisition of an AI hardware company for ~$2 billion, buried in quarterly filings.
Cybercab Production Live: Tesla confirmed Cybercab production has started, capped at 2,500 units pending NHTSA approval for unsupervised autonomous driving.
Robotaxi Delay: Robotaxi launch pushed back in at least 5 US cities as regulatory hurdles for unsupervised FSD remain unresolved.
HW3 Retrofit Factories: Tesla planning dedicated factories to retrofit millions of HW3 vehicles — cars Tesla promised FSD-capable but whose hardware cannot support it.
HW4 Plus: Tesla announced HW4 Plus upgrade with doubled memory. Questions remain about whether HW4 will eventually face the same retrofit situation.
Roadster Delayed Again: Elon Musk says the Roadster unveil may come “maybe in a month or so” — yet another delay for the long-anticipated vehicle.