Covers Tesla's rapid Fremont factory conversion for Optimus production, supplier ramps targeting thousands of units weekly, strong global Model Y and Model 3 sales leadership, major 2026 investment plans exceeding $25B, and regulatory notes on robotaxis.

Covers Tesla's record Q2 deliveries of 480k vehicles and 13.5 GWh energy storage, US launch of the six-seat Model Y L at $61,990, unsupervised Robotaxi debut in Miami, FSD v14 Lite rollout to HW3 cars, and Optimus production updates.

Covers Australia FSD v14.3.3 rollout, Grok voice commands for FSD, major Megapack energy deals in Europe, Model Y L launch hints, FSD v14.3.4 updates, Tesla Semi demos, Optimus Gen 3 production prep, and Giga Texas factory construction progress.

Covers Cybercab EPA certification with detailed specs revealed, base Cybertruck deliveries launching in June, FSD v14.3.4 rollout including Cybertruck summon features, Musk exercising 2018 pay package for $116B gain, and Tesla Semi spotted with FSD validation equipment.

This episode covers the record SpaceX IPO and Musk's trillionaire milestone, Tesla's unsupervised robotaxi service expanding in Austin but with a tiny fleet of around 59 vehicles, and new FSD v14.3.4 rollout plus European regulatory approvals in Belgium and Denmark.

This episode covers Franz von Holzhausen's Roadster unveiling tease, Tesla selling out used Cybertruck inventory in hours, rollout of software update 2026.20 with parental controls, and the approaching Model S/X production end by June 30.

Covers Tesla confirming next-gen Roadster production at Giga Texas, first steel erected for the Optimus 10M-unit factory there, Beijing court's initial hearing in the FSD fraud lawsuit by 10 owners, Texas Megacharger permits advancing for Semi, Cybercab autonomous factory exits, and weekly stock movements around $436.

Covers Elon Musk's virtual appearance at the Smart Mobility Summit with US robotaxi expansion timelines, the FSD v14.3.3 software rollout, and Tesla's large Model Y recall for missing certification labels.

Covers Tesla's $250M Giga Berlin battery expansion to 18 GWh, first US Model Y price rise in two years, Musk's Trump China delegation for FSD progress, and wide Spring 2026 software update with new Self-Driving App and FSD v14.3 releases.

This episode details Tesla securing a record $100M Semi order, expanding unsupervised robotaxis across Texas, hitting 10 billion FSD miles, stock climbing above $410 on China sales rebound, major recalls, Optimus valuation insights, and energy storage pipeline growth.