2026-02-11 Tesla News - North America Sales Shakeup, Autopilot Now Paywalled, Cybercab And Semi Ramp

Tesla Daily News Podcast is a daily, investor-focused roundup that tracks Tesla developments most likely to move TSLA, translating product, autonomy, manufacturing, and competitive news into clear business and valuation implications. In this February eleventh, twenty twenty-six episode, we cover three major themes: Tesla’s North America sales execution risk after VP Raj Jegannathan’s departure; Tesla’s evolving software strategy as Autosteer is reportedly gated behind a ninety-nine-dollar-per-month FSD subscription in some markets; and the autonomy and commercial-vehicle roadmap with fresh Cybercab and China FSD signals plus Musk-linked Semi high-volume production claims. We also place Tesla’s autonomy narrative in context against Waymo’s expansion and remote-operator disclosures, and we flag competitive pressure from Rivian’s upcoming R two and accelerating Chinese-brand momentum in parts of Europe.