2026-01-21 Tesla News - Dojo 3 Restart, NHTSA FSD Scrutiny, China Model Y Lead

Tesla Daily News Podcast delivers a data-driven daily roundup for Tesla investors, focusing on developments that can move TSLA through fundamentals like autonomy progress, regulation, demand, and infrastructure. In today’s January twenty-first, twenty twenty-six episode, we covered Tesla restarting the Dojo three AI supercomputer effort alongside the AI five chip program, and what that could mean for long-term autonomy economics and valuation. We also examined rising U.S. regulatory scrutiny of Full Self-Driving incident disclosure, strong China demand signals with Model Y leading SUV retail sales in twenty twenty-five, Tesla’s shift toward FSD subscription monetization, expansion of Supercharging partnerships via Wawa-branded sites, and how Germany’s returning EV subsidies—open to all brands—could reshape competition and pricing dynamics in Europe.