🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
1. Model S & X Signature Edition Final Delivery (May 20)
The last-ever Model S and Model X Signature Edition vehicles spotted at Fremont factory in Garnet Red. Only 250 of each produced — all sold out. Owners face $50,000 fine if resold within one year. Elon Musk to celebrate the 14-year legacy at the event.
2. FSD Expansion: Arizona Greenlit, 30 Vehicles in Texas
Musk projects significant unsupervised FSD expansion across the U.S. by H2 2026. Arizona testing approved; Austin, Dallas, Houston already operational. Current unsupervised fleet: ~30 vehicles. Belgium announces 5,000 km supervised trial. FSD v15 “complete overhaul” targeted late 2026 / early 2027.
3. TSLA Down 3%: CapEx at $25B, Free Cash Flow Pressure
Tesla stock closed down 3.04% amid aggressive spending. 2026 CapEx raised to $25B — analysts forecast free cash flow negative. Ongoing legal scrutiny includes Australian class-action lawsuit over FSD claims. China April sales dropped 53% vs March; Q1 production exceeded deliveries by 50,000+ units.
4. Spring Update 2026.14.6 + Model Y Price Increase
Tesla rolled out Spring software update 2026.14.6 on May 15. First Model Y price increase since 2024: Premium AWD + RWD up $1,000; Performance AWD up $500.