🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
FSD Version 14.33 Released: Tesla released FSD version 14.33, with Elon Musk confirming the version 14.3 stack is sufficient for unsupervised deployment. Version 15, a complete overhaul, is targeted for late 2026 or early 2027.
FSD Launches in China: FSD Supervised officially launched in China on May 21, marking one of ten active markets. Full fleet-wide regulatory approval in China is targeted for Q3 2026.
Europe FSD Goes Subscription-Only: Tesla transitioned to a subscription-only model for FSD in Europe, discontinuing the one-time purchase option.
Las Vegas Cybercab Facility Permitted: The Las Vegas Cybercab maintenance facility received its permit, with launch targeted within 45 days. Cybercab testing also expanded to Colorado.
Model S/X Production Lines Retire: Tesla officially retired the Model S and Model X production lines at Fremont on May 21, with final Signature Edition units rolling off the line. These lines are being retooled for Optimus humanoid robot production.
Model Y Price Increase: Model Y prices were raised by up to $1,000, the first increase in two years.
Tesla Semi Production Starts: Tesla Semi production has started, with a massive order for 370 units valued at $100 million.
Stock and Capex: Tesla stock closed at $426.01 on May 22. The company raised its 2026 capital expenditure guidance from over $20B to over $25B.
Roadster 2.0 at Giga Texas: Tesla confirmed the Roadster 2.0 will be built at Giga Texas, where a massive test track is under construction.