🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Q1 2026 Earnings: Tesla reported revenue of 2.4B (beat consensus of 1.1B) and adjusted EPS of 41 cents (above 30-cent estimate). Free cash flow came in at .4B. However, revenue missed estimates and 2026 capex is projected at 5B for six new factories. Stock trading at ~76, up 0.7% today.
AI Hardware Acquisition: Tesla disclosed a deal to acquire an unnamed AI hardware company for up to B in stock, with .8B tied to performance milestones. This aligns with Tesla’s AI5 chip design completion and broader AI hardware strategy.
Spring 2026 Software Update: Version 2026.14 rolling out globally with “Hey Grok” voice assistant expanding to North America, Australia, NZ, and Europe. New Self-Driving app for AI4 vehicles, improved blind-spot alerts via interior lighting, 24-hour dashcam storage, and better weather mapping.
Production & Deliveries: Q1 2026: 408K vehicles produced, 358K delivered, 8.8 GWh energy storage deployed.
Elon Musk Legal & News: Musk’s lawsuit vs OpenAI goes to trial Monday April 28th. Musk warns US faces “1000% bankruptcy risk” without AI breakthroughs. FSD approved in the Netherlands.