2026-03-22 Tesla News - NHTSA FSD Engineering Analysis, FSD Subscription Monetization Shift, Q1 Deliveries And Margins

Tesla Daily News Podcast is a daily, data-driven roundup for Tesla investors and EV tech enthusiasts, focusing on developments that can impact TSLA valuation, margins, growth, and market sentiment. In the March twenty-second, twenty twenty-six episode, we covered NHTSA escalating its Full Self-Driving investigation to an engineering analysis affecting about three point two million vehicles; Tesla’s reported move to remove basic Autosteer from new Model three and Model Y in North America to push a ninety-nine dollar per month FSD subscription; and UBS cutting its first-quarter delivery estimate to about three hundred forty-five thousand while reiterating a three hundred fifty-two dollar price target. We also discussed a reported four point three billion dollar Tesla-LG Energy Solution battery supply deal tied to LFP prismatic cells from Michigan for energy storage scaling, Consumer Reports’ highway range shortfall for a Tesla Model S test, and the potential sentiment impact of a jury