🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Roadster Demo Delayed: The next-generation Tesla Roadster featuring SpaceX cold gas thruster technology has been pushed to August 2026 or later, marking another delay for the vehicle initially unveiled nearly nine years ago.
Model Y Upgrades: Tesla upgraded Model Y’s base trims with an all-black headliner and a higher-quality 16-inch center screen, previously exclusive to premium variants. The free 1-year Supercharging promotion for Model 3 Premium and Performance ends June 15th, and Model Y’s 0% APR financing has been replaced with 0.99%.
FSD V14.3.3 Rollout: Tesla is rolling out Full Self-Driving Supervised V14.3.3 with a 20% faster reaction time from a rewritten AI compiler, an intervention-free streak counter, and faster Smart Summon at 8 mph. A lite version for Hardware 3 vehicles is targeted for late June.
Austin Robotaxi Live: Unsupervised Tesla Robotaxis are now operating throughout the Austin metro area, having surpassed 1.7 million paid miles earlier this year.
J.P. Morgan Upgrade: J.P. Morgan upgraded Tesla to neutral from underweight, raising its price target to $475 from $145, citing optimism around autonomous driving and robotics.
Q1 Earnings Beat: Tesla reported Q1 2026 adjusted EPS of 41 cents, beating estimates of 39 cents, with revenue rising 16% YoY to $22.4 billion.
SpaceX IPO Ahead: SpaceX is expected to debut on June 12th with a ~$1.7 trillion valuation, fueling merger speculation with Tesla.