🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
1. Tesla Semi Hits High-Volume Production: The first Tesla Semi rolled off the production line at Sparks, Nevada. Tesla aims for 50,000 trucks annually, with analysts projecting 5,000-15,000 deliveries in 2026. The Semi will integrate with Uber Freight’s EV Fleet Accelerator Program.
2. FSD Surpasses 10 Billion Miles: Tesla’s Full Self-Driving supervised system has crossed a major milestone of 10 billion cumulative customer miles— Elon Musk’s previously cited threshold for safe unsupervised driving.
3. Robotaxi Expands Unsupervised Evening Operations in Austin: Tesla’s Robotaxi fleet began operating unsupervised during evening hours in Austin on May 4th, extending beyond previous daylight-only restrictions.
4. Q1 2026 Earnings Beat, Stock Falls on CapEx Guidance: Tesla beat Q1 revenue and EPS estimates but stock declined after the company raised 2026 capital expenditure guidance from 0B to over 5B to fund new factories, AI infrastructure, Semi/Cybercab/Optimus ramps, and a semiconductor fab.
5. Model X Leads Used Car Market: The Tesla Model X became the best-selling used car in the U.S., averaging just 25.6 days to sell. Cybertruck and Model Y also moving quickly in the secondary market.