Tesla News - Stock Reversal, BYD Challenge, Robotaxi Tests, Global Sales Surge

This episode covers a sharp bearish reversal in Tesla’s stock price alongside a global roundup of fundamental news. We look at BYD overtaking Tesla again in global BEV volumes, contrasted with Tesla’s record month in Australia and a strong rebound in several European markets. In China, Tesla’s registrations are recovering while a dramatic Model Y highway fire raises fresh safety questions and the company accelerates smart‑driving hiring. We discuss Tesla’s steering‑wheel‑free Cybercab robotaxi tests in Austin and the potential regulatory shift that could remove the brake‑pedal requirement, a crucial step for the long‑term autonomy thesis. The show also examines operational and reputational risks: excessive speeding by employees at the Grünheide Gigafactory, a fatal Tesla Semi crash tied to apparent driver fatigue, high‑voltage battery failures and month‑long wait times for Model Y owners in Taiwan, and a Texas manslaughter charge linked to a Tesla crash where Autopilot use is disputed.