🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
NHTSA Closes Steering Investigation: The National Highway Traffic Safety Administration has closed its investigation into power-steering assist issues affecting roughly 376,000 Model 3 and Model Y vehicles. Tesla initiated a recall to address the problem, and the agency’s decision sent TSLA shares up 1.22% on Friday.
Fatal Texas Crash Under Investigation: A fatal Model 3 crash in Texas has triggered federal scrutiny from both NHTSA and the NTSB, along with a wrongful-death lawsuit. Conflicting statements exist about whether Autopilot was engaged at the time of the crash.
Grok 4.5 Enters Beta at SpaceX and Tesla: Elon Musk announced that Grok 4.5, built on a 1.5 trillion parameter V9 foundation and integrating data from the AI coding platform Cursor, is now in private beta testing at both SpaceX and Tesla. Monthly new AI model releases are planned for the rest of 2026.
Cybercab Production Specs Confirmed: New official Tesla documentation confirms production Cybercab models will have no steering wheel, brake pedal, or acceleration pedal, officially classifying unsupervised FSD as SAE Level 4 autonomous.
FSD Subscriptions Could Reach $1.8B ARR: Analysts project Tesla’s FSD subscription program could generate approximately $1.8 billion in annual recurring revenue at 1.5 million subscribers. As of Q1 2026, Tesla reported around 476,000 active FSD subscribers.
Tesla Adopts BYD Manufacturing Practices: A former Tesla executive revealed the company adopted cost-saving component reuse practices from Chinese EV makers like BYD during the Model 3 and Model Y production ramp.