🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
1. FSD v14 Lite Rolls Out to Hardware 3 Vehicles
Tesla has officially begun rolling out Full Self-Driving version 14 Lite to Hardware 3 vehicles with firmware 2026.20.5.1. This long-anticipated update brings core AI capabilities of FSD v14 to approximately 4 million HW3 cars. Currently in early access with expansion expected in coming weeks.
2. FSD v14.3.4 for Hardware 4 with 20% Faster Reaction Times
Tesla is rolling out FSD v14.3.4 to HW4 owners, featuring a rewritten AI compiler and unified models across Smart Summon, FSD, and Robotaxi, plus smarter parking.
3. Cybercab First-Responder Docs Signal Imminent Commercial Launch
Tesla published official Cybercab first-responder documentation including an Arizona-specific appendix. Nevada permit applications for up to 5,000 Robotaxis suggest large-scale deployment is near.
4. Q2 2026 Delivery Estimates: ~406,000 Vehicles
Wall Street consensus expects 406,024 Q2 deliveries, +5.7% YoY — a modest recovery after two consecutive years of declining sales. Morgan Stanley forecasts 413,000 units.
5. Tesla Stock Reclaims $400, Up 5%
TSLA shares rose about 5% on optimism around Q2 delivery strength and Elon Musk’s announcement that xAI’s Grok 4.5 is in internal testing.
6. Tesla Secures Largest-Ever Megapack Contract: 25 GWh, $5 Billion
Tesla signed a landmark 25 GWh Megapack deal worth up to $5 billion with Nat Power, the largest energy storage contract in company history.
7. Giga Berlin Targeting 6,000+ Vehicles Per Week by July
Giga Berlin is currently producing around 5,000 vehicles per week with a goal to exceed 6,000 weekly by July.