🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
1. Giga Berlin Battery Investment: Tesla announced a $250M additional investment into battery cell production at Giga Berlin, more than doubling planned capacity to 18 GWh/year. Cell production begins H1 2027, creating 1,500+ jobs. Total cell investment now approaches €1B.
2. Stock Decline on Inflation Concerns: Tesla shares fell ~4% Tuesday as a hotter-than-expected US inflation reading triggered a broader sell-off in tech and growth stocks. Investors also monitor Elon Musk’s China trip aimed at securing FSD approval, now expected Q3 2026.
3. Ron Baron Backs Tesla: Legendary investor Ron Baron reaffirmed Baron Capital’s commitment to buying more Tesla and SpaceX shares, calling them generational opportunities. Tesla is Baron Capital’s second-largest position at ~$5B.
4. Robotaxi Operational Issues: Tesla’s robotaxi service reports technical glitches in Dallas and Houston — long wait times and trip cancellations. Panasonic battery delays may also affect Cybercab, Tesla Semi, and Megapack 3 volume ramp.
5. Autopilot Changes & Recalls: Tesla moved some Basic Autopilot features to paid FSD in certain markets, launched a Supercharger virtual queue pilot, and faced multiple recalls covering Cybertruck panels, power steering, and rearview cameras.