🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Q2 2026 Record Deliveries: Tesla delivered 480,126 vehicles in Q2 2026, beating Wall Street estimates of ~406,000 by 25% — the best Q2 in company history, marking recovery after two years of EV sales declines.
Optimus Robot Production: Tesla decommissioned original Model S/X lines at Fremont in 46 days to repurpose for Optimus Gen 3 robot production. Full-scale output expected late July/August with ambitions for tens of thousands annually.
Robotaxi Expansion: Unsupervised Robotaxi service launched in western Miami-Dade on July 3, now operating in Austin, Dallas, and Houston. $25B+ invested in Robotaxi infrastructure 2025-2026.
Model Y L Launch Series: Now for sale in the US with October-November 2026 delivery window.
Summer Update 2026.26: Rolling out this month with stability improvements and security patches.
Energy & FSD Growth: Energy storage deployments up 50%+ QoQ; FSD subscriptions up 51% YoY to 1.28M.