🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Gigafactory Berlin Expansion: Tesla invested another 50M in its Berlin factory, doubling 4680 battery cell capacity to 18 GWh/year. Model Y production will increase 20% in July, with 1,000 new hires planned.
NHTSA Safety Milestone: The 2026 Model Y became the first vehicle to pass NHTSA’s new ADAS benchmark, clearing pedestrian AEB, lane keeping, and blind spot tests. However, NHTSA is investigating 2.9M Teslas following self-driving incident reports.
Robotaxi Progress: Tesla has 39 unsupervised robotaxis in Austin, Dallas, and Houston. Dutch approval for self-driving features marks a first in Europe. Widespread launch awaits FSD v15.
Q1 Financials: Automotive gross margin hit 21.1%, up from 16.2% year-over-year. Free cash flow surged 117% to .44B. Model Y and Model 3 dominated global EV sales in March.
Stock at 45: TSLA up 26% this month on improved margins. Analysts see a hold rating with valuation demanding flawless execution on Cybercab and Optimus.