🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Q2 Delivery Beat, Stock Falls: Tesla delivered 480,126 vehicles in Q2 — a 25% YoY surge crushing analyst estimates of ~406,000 — yet shares fell as margin pressure from price cuts weighed on investor sentiment. Q2 earnings on July 22nd will be closely watched.
FSD v14.3.5 Rolls Out: Tesla began seeding FSD v14.3.5 (firmware 2026.20.6.6) on July 13th, introducing a Camera Preview feature showing live vehicle camera feeds — a step toward the planned robotaxi expansion.
NHTSA Rejects Headlight Recall Exemption: NHTSA denied Tesla’s petition to skip a recall of ~20,000 Model 3/Y vehicles (2017-2023) over headlights emitting excessive glare, calling it a genuine safety risk.
NTSB: FSD Not at Fault in Katy Fatal Crash: Federal investigators cleared Tesla’s FSD in a June 19th Katy, Texas crash that killed a 76-year-old woman. The driver manually overrode the system, pressing the accelerator to 100% before striking a house at 70+ mph in a 30 mph zone.
BYD Reclaims Global EV Crown: China’s BYD retook the worldwide EV delivery lead in Q2 with 557,090 battery-electric vehicles, intensifying competitive pressure on Tesla.