2026-01-18 Tesla News - FSD deadline extension, FSD shifts to subscription, Chinese EV pressure

Tesla Daily News Podcast is a daily, investor-focused roundup that tracks Tesla developments most likely to affect TSLA’s fundamentals, margins, and valuation narrative. In this January eighteenth, twenty twenty-six episode, we covered the key stock-relevant stories: Tesla’s extended U.S. deadline to respond in the Full Self-Driving investigation, Tesla’s shift to subscription-only Full Self-Driving starting mid-February, and Robotaxi execution signals including a new iOS app hiring push alongside a Cybercab trademark roadblock. We also reviewed demand and mix levers through the twenty twenty-six Model Y seven-seat option and Taiwan’s Model Y Performance ordering, then closed on rising competitive pressure as Chinese EVs gain a clearer path into Canada—raising the odds of tighter pricing power across North America.