Stock Surge: Tesla shares jumped 11.32% to $433.45, driven by Elon Musk joining Trump’s China state visit — seen as a diplomatic breakthrough for Tesla’s China operations.
FSD Paywall: Tesla began moving Basic Autopilot features behind the Full Self-Driving subscription paywall, raising questions about feature bundling and safety implications.
Giga Berlin Expansion: Tesla committed $250M more to Giga Berlin’s battery cell production, boosting capacity to 18 GWh, strengthening European supply chain localization.
Supercharger Queue Pilot: Tesla launched a virtual queue system at Supercharger stations to address chaos and conflicts at popular charging locations.
Leadership Move: Former Tesla CFO Deepak Ahuja joined Redwood Materials, JB Straubel’s battery recycling startup, signaling deeper Tesla supply chain ties.
China Sales Dip: Tesla’s April retail sales in China fell 10% YoY despite earlier pull-forward demand from tariff fears — analysts see it as temporary.
Robotaxi Safety Debate: New analysis argues Robotaxi’s convenience features are masking a deeper regulatory safety bottleneck beyond technology.