🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
1. Q2 Earnings — Mixed Results: Tesla reported Q2 2026 earnings on July 22, beating revenue expectations but missing on profitability. The company delivered 480,126 vehicles, surpassing analyst estimates, yet gross margin on car sales dropped to 16.3%. Tesla reaffirmed a massive $25B capital expenditure plan directed at robotaxi and AI development.
2. Stock Decline: Tesla shares plunged 8% on July 2nd and fell further after the earnings report on July 22nd, as investors expressed concern over heavy discounting and delays in the robotaxi rollout.
3. Robotaxi Expansion — 7 Cities Now: Tesla’s Robotaxi service expanded to Orlando and Tampa, Florida on July 21st, just 18 days after Miami’s launch. The service now operates in seven cities across three states: Florida, Texas, and California. Florida operations run largely without human safety monitors. Tesla VP of AI confirmed over 380,000 unsupervised miles completed without a notable safety incident.
4. 2026 Summer Update — Grok Gets Major Upgrades: Tesla rolled out software version 2026.26 starting July 21st. Grok, the in-car AI assistant, can now make phone calls, search and play music, adjust climate controls, open the glovebox, and answer vehicle questions via voice commands. The update also brings adaptive navigation, FSD statistics in the mobile app, and a Caraoke scoring system.
5. Tesla Semi Milestone: Tesla opened its first Semi Megacharger station in Bloomington, California — six stalls delivering up to 1.2 MW each. Elon Musk confirmed FSD capabilities for Semi trucks are expected by early next year. The Nevada factory targets up to 50,000 Semi trucks annually.
6. FSD v14 Lite — Hardware 3 Support: FSD v14 Lite is rolling out to Hardware 3 vehicles, enabling hands-free parking-lot-to-parking-lot operation. Global FSD mileage has surpassed 10 billion miles, with Tesla targeting nationwide unsupervised FSD deployment by year-end.