2026-05-30 Tesla News - Texas Robotaxis, FSD Scrutiny, India Price Push

2026-05-30 Tesla News - Texas Robotaxis, FSD Scrutiny, India Price Push

This episode covers Tesla’s latest stock action and key developments affecting its long‑term investment thesis. We begin with a technical look at Tesla’s recent share performance, then dive into new Texas DMV data demonstrating that Tesla’s robotaxi fleet in Texas remains very small compared with Waymo’s, raising questions about the pace of Tesla’s autonomous expansion. We unpack a major Reuters investigation into Tesla’s Full Self‑Driving safety claims and methodology, highlighting potential regulatory and reputational risks. The show also reviews Elon Musk’s Cybercab factory video as a symbolic step toward dedicated robotaxi hardware, while stressing the difference between demos and real‑world deployment. On the growth side, we explore Tesla’s aggressive price repositioning of the Model Y in India and its broader effort to build charging and retail infrastructure in that high‑potential market. Finally, we touch on a new U.S. recall affecting more than fourteen thousand Model Y vehicl

2026-05-29 Tesla News - SpaceX IPO shock, EV wars, new tech

This episode covers Tesla’s latest stock action and technical setup, then dives into the looming SpaceX IPO and why markets may value SpaceX above Tesla from day one, with Starlink’s explosive growth at the center. We explore how this shift in the broader Musk ecosystem could affect Tesla’s long‑term valuation, governance dynamics, and investor expectations. The podcast also examines fresh policy and competitive challenges for Tesla: a legal fight over EV rebates in Manitoba, surging EV competition in Europe where BYD has briefly overtaken Tesla in volume, and global EV adoption trends that show strong secular demand but intensifying Chinese dominance. We discuss how these forces might influence Tesla’s pricing power, margins, and strategic focus. Finally, we highlight Tesla’s ongoing innovation and reputational risks, from a novel patented glass‑roof HVAC system aimed at improving comfort and range, to renewed scrutiny over Autopilot in Australia, and Musk’s outspoken views on marke

2026-05-28 Tesla News - SpaceX Merger Buzz, Xiaomi Threat, Cybercab Breakthrough

This episode covers Tesla’s strong stock move and technical backdrop, growing speculation around a future SpaceX–Tesla merger and the shared AI investment story, and intensifying competition in China as Xiaomi targets the Model Y. We discuss Tesla’s renewed momentum in Europe’s fast growing EV market, Volvo’s adoption of the Tesla Supercharger network, and the potential efficiency breakthrough of the upcoming Cybercab robotaxi. The show also examines regulatory and reputation issues around Full Self Driving, viral Cybertruck and road rage incidents, and everyday frictions at public charging stations.

2026-05-27 Tesla News - Stock surge, battery race, Supercharger deals

This episode covers Tesla’s latest stock action and technical tone, the company’s positioning in the global race for next‑generation batteries and dry‑electrode manufacturing, and the growing monetization of its Supercharger network through Volvo’s app integration. It also examines risks and opportunities around EV insurance costs, Cybertruck user behavior and off‑road tuning, and the potential impact of a future SpaceX IPO on Tesla’s investor base, alongside broader competitive pressure from Ferrari’s first high‑performance family EV.

2026-05-25 Tesla News - Europe FSD, Grünheide Morale, Model Y L Philippines, Cybertruck Wade Mode

This episode covers Tesla's supervised FSD progress in Europe, improving employee sentiment at Gigafactory Grünheide, Model Y L deliveries in the Philippines, a Cybertruck Wade Mode misuse incident in Texas, and a serious Tesla wildlife collision in Lithuania.