🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
🔋 Cybercab EPA Certification: Tesla’s Cybercab secured an EPA Certificate of Conformity for the 2026 model year, classifying it as a Zero Emission Vehicle. Production is ramping up at Gigafactory Texas targeting hundreds of units per week. EPA documents show a 163-kW front motor and 48 kWh battery.
🤖 FSD v14.3.4 Rollout: Tesla began rolling out FSD (Supervised) v14.3.4 with an upgraded neural network vision encoder, rewritten AI compiler and runtime, and 20% faster reaction time. A “V14-lite” for older Hardware 3 vehicles is targeted for late June.
🚗 Cybertruck Base Deliveries: Base model Dual Motor AWD deliveries have begun in H2 June 2026, with new orders now facing wait times into 2027.
📈 Goldman Sachs Upgrades Forecast: Goldman Sachs raised Q2 2026 delivery forecast to 420,000 vehicles from 405,000, citing strong international registration data despite U.S. market weakness.
💰 Q1 Results: Tesla reported Q1 2026 revenue of 2.39B (+16% YoY) with gross margins expanding to 21%.
⚡ YPF Energy Partnership: Argentine energy firm YPF signed a letter of intent with Tesla to explore joint ventures in fast-charging networks and energy storage.
🔋 New Battery Tech: Tesla preparing new nickel-based battery cells that raise daily charge limit from 80% to 90% SOC, with 4 new batteries planned for 2026 including robotaxi-specific cells.