2026-02-05 Tesla News - U.S. Demand Weakness, FSD Subscription Push, China Safety Rule Shift

Tesla Daily News Podcast is a daily, investor-focused roundup that breaks down the most stock-relevant Tesla developments in clear, data-driven language. In this February 5, 2026 episode, we cover six key stories: reported January U.S. registration declines, Tesla’s tighter packaging of Autopilot features as it pushes drivers toward a ninety-nine dollar per month FSD subscription, and China’s new safety regulation banning hidden door handles starting in 2027. We also discuss signs of a longer Model Y L variant emerging in China to defend demand and mix, reports of roughly twenty billion dollars of Tesla investment in AI and robotics, and renewed attention on forty-six eighty battery scaling and dry-electrode manufacturing progress — all with implications for near-term deliveries, margins, and Tesla’s long-term valuation narrative.