2026-03-23 Tesla News - Terafab chip mega-bet, NHTSA escalates FSD probe, Model Y competition risk

Tesla Daily News Podcast is a daily, data-driven roundup built for Tesla investors, TSLA traders, and EV and tech enthusiasts, focusing on developments most likely to move Tesla’s stock and fundamentals. In this March twenty-third, twenty twenty-six episode, we cover Elon Musk’s Terafab chip-manufacturing push near Austin and what it could mean for Tesla’s autonomy and robotics roadmap, the NHTSA escalation of its Full Self-Driving investigation into an engineering analysis, and the shifting competitive and macro landscape—from Model Y concentration risk and Rivian’s R2 threat to broader market volatility and changing Magnificent Seven correlations.