🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
1. Tesla Semi Begins Deliveries (9 Years Late)
Tesla finally started delivering its Semi electric truck, opening a Nevada factory targeting 50,000 units/year. Stock fell despite the milestone as diesel prices hit $6/gallon, improving the electric truck economics for fleets.
2. Optimus Robot Production Ramps Up — With Challenges
Tesla is producing hundreds of Optimus units per week, but reports indicate the humanoid robot’s hands struggle with generalization tasks during scale-up. Analysts remain optimistic about 2027 commercialization.
3. EU FSD Vote Delayed to December
European regulators postponed their vote on Tesla Full Self-Driving approval. A Belgian safety group also found Tesla FSD often misreads speed limits, exceeding posted limits in tests.
4. Next-Gen Roadster Teased Ahead of Oct 1 Reveal
Tesla hinted at design changes for the Roadster at the Semi event, confirming a front light bar and an active rear wing patent that could adjust mid-corner with 700kg downforce. Reservations now require $50K.