2026-01-17 Tesla News - FSD subscription shift, Texas lithium refinery, China price war pressure

Tesla Daily News Podcast is a daily, investor-focused roundup that explains the Tesla headlines most likely to move TSLA, connecting each update to revenue, margins, competition, and valuation. In this January seventeenth, twenty twenty-six episode, we covered Tesla’s decision to end the one-time purchase of Full Self-Driving and shift to subscription-only pricing starting February fourteenth, highlighting the implications for recurring software revenue and near-term revenue timing. We also reviewed Tesla’s Texas lithium refinery entering production as a margin-defense and supply-chain control move, and we assessed market pressures including China’s escalating price-war regulation signals and reported Model Y discounting in India, alongside rising competitive threats from rivals targeting Model three and Model Y.