2026-01-10 Tesla News - BYD Overtakes Tesla Deliveries, Europe Demand Slump Berlin Risk, FSD Timeline Reset Regulation

Tesla Daily News Podcast is a daily, investor-focused news roundup covering Tesla developments most likely to move TSLA, with a balanced, data-driven lens on fundamentals. In this January tenth, twenty twenty-six episode, we analyze Tesla’s twenty twenty-five delivery decline to roughly one million six hundred thirty-six thousand and the loss of the global BEV volume lead to BYD, then connect that to valuation and margin sensitivity. We also cover Europe’s sharp weakness—especially Germany and Sweden—alongside Tesla’s demand-defense strategy via cheaper Model three trims, a Taiwan Model three Long Range rear-wheel-drive variant with a reported seven hundred eleven kilometer range, and a new five-year unlimited-kilometer basic warranty for Model three and Model Y deliveries starting January first. Finally, we discuss the latest Full Self-Driving timeline reset toward a “ten billion miles” safety target, rising robotaxi competition visibility, and growing regulatory attention on electron