2026-03-17 Tesla News - Autopilot Paywall Shift, Terafab AI Chip Push, FSD Safety Scrutiny

Tesla Daily News Podcast is a daily, data-driven roundup for TSLA investors and EV tech enthusiasts, focusing on developments that can move Tesla’s stock and long-term fundamentals. In today’s March 17, 2026 episode, we covered Tesla reportedly gating core Autopilot functions behind the Full Self-Driving subscription, a move that could boost recurring software revenue but risks customer backlash. We also discussed Elon Musk’s claim that Tesla’s Terafab AI chip initiative launches within about a week, signaling deeper vertical integration for autonomy and robotics while raising questions about capex and execution. Finally, we tied Tesla’s session strength to the broader AI-led market rally and highlighted ongoing autonomy-related legal and safety headlines as a key valuation risk for the robotaxi thesis.