🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
🔧 Terafab Launch Imminent: Tesla’s in-house AI chip fab at Giga Texas launches in ~7 days. 10 modules × 100,000 chips/month. Est. cost: $25B.
🤖 Strategic Pivot to Optimus: Tesla halts Model S/X production to redirect resources to humanoid robot manufacturing. Gen 3 Optimus in dev, consumer sales expected late 2027.
🚗 Robotaxi Progress: Redesigned logo with LED lighting unveiled in Austin. Operating without safety monitors. FSD Europe approval delayed to March 20 (Netherlands).
🤝 Tesla × xAI “Macrohard”: Joint AI project — Grok as navigator + Digital Optimus for real-time processing.
📈 Market: TSLA under $400, down high single digits YTD. European registrations +10% YoY in Feb 2026.
📢 TeslaTakedown: Protests planned today at Tesla showrooms and Superchargers.
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