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

What this episode covers

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

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