🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
1. Giga Berlin Expands Production
Tesla announced plans to boost Gigafactory Berlin output to 7,500 vehicles per week by October 2026 — a 20% increase — with 1,000 new hires. European demand rebound, especially for Model Y, is driving the expansion.
2. FSD Launches in China as TAD
Tesla’s Full Self-Driving Supervised is now live in China under the Tesla Assisted Driving (TAD) brand. Nationwide rollout targeted Q3 2026. FSD v14.3.3 also rolling out in Australia/NZ with 20% faster reaction times.
3. TSLA Stock Dips, Analysts Split
TSLA closed down 1.59% at $375.53 amid NHTSA investigation into a Texas Model 3 crash. GuruFocus says overvalued by ~30%, while Barclays projects Q2 deliveries of 418,000 units, up 9% YoY.
4. Robotaxi Revenue Not Before 2027
CEO Elon Musk confirms Cybercab production underway at Giga Texas but cautions material robotaxi revenue won’t arrive until 2027. Previously announced markets remain in preparations phase.
5. Tesla Energy: 16 GW VPP Framework
Tesla, Sunrun, and Renew Home announced a framework to deliver 16+ GW of flexible energy capacity to U.S. utilities and hyperscalers via virtual power plants aggregating home batteries and smart thermostats.