🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Stock Upgrade: Tesla received a BUY upgrade from JR Research, highlighting progress in physical AI and robotaxi potential. Despite being down 10% YTD, Q1 results showed strong margin expansion.
FSD Progress: FSD v14.33 released and deemed sufficient for unsupervised deployment. v15 targeting late 2026/early 2027. Cybercab testing expanded to Colorado and Las Vegas.
EU Trial: Belgium announced a 5,000km FSD supervised trial. EU-wide vote expected summer/autumn 2026. China approval remains key near-term catalyst.
Product: Model Y prices raised up to $1,000 — first increase in two years. Canadian Model 3 Premium RWD acceleration spec changed 3 times in one month.
Energy: Tesla signed massive Megapack deals: $2.7B Georgia Power, $556M China, 1 GWh Scotland. Supercharger Q2 voting now open globally.
Outlook: CapEx guidance raised to over $25B. Global EV sales projected to reach 23M units (30% market share) by year end.