Tesla Raises Price On Model Y | Fans Are NOT Happy

Tesla is aggressively scaling its Full Self-Driving and robotaxi ambitions, with global FSD testing underway in nine countries, a European expansion beyond the Netherlands, and Cybercab deployments now appearing in new U.S. cities like Fort Myers and Las Vegas. The company is also preparing major hardware and production shifts, including FSD V14 for Hardware 3, a retrofit path to AI4, and factory reconfigurations for Cybercab, Semi, and Optimus robot production. On the vehicle front, Tesla is raising Model Y prices in Europe as a demand signal, unveiled a revamped Model Y L in China, and is holding a farewell event for the Model S and X. Meanwhile, legacy automakers are retreating from EV commitments, even as new challengers like Mercedes and BMW launch direct competitors. Safety transparency is also under scrutiny, as Tesla redacted all incident narratives in NHTSA’s new ADS crash dataset, while Waymo published detailed reports. Finally, CATL’s claimed 6-minute fast-charging battery could reshape the market, though real-world feasibility remains unverified.

• ▶ 0:25 Tesla is hiring FSD vehicle operators in nine countries at once, a strong signal that the FSD stack is being prepared for parallel global road testing before launch.

• ▶ 1:52 FSD testing in Spain is reportedly going very well, and Tesla is pushing for regulatory approval in Italy, indicating a coordinated European expansion beyond the Netherlands.

• ▶ 2:36 In Europe, supervised FSD is expected to arrive first for owners, with unsupervised/robotaxi capability still requiring years of regulatory work.

• ▶ 3:17 Tesla's Q1 report reaffirmed plans for volume production of Cybercab and Semi this year, with Optimus factory preparations starting in Q2 (1M robot line replacing Model S/X in Fremont, 10M robot capacity target for Giga Texas).
• ▶ 4:35 Musk confirmed FSD V14 "light" for Hardware 3 in June, plus a major retrofit path from Hardware 3 to AI4 (computer and cameras) using micro-factories, signaling HW3 alone won't achieve unsupervised FSD.
• ▶ 5:54 Musk guesses unsupervised FSD could arrive on customer cars around Q4 this year, after a complete FSD V14 software overhaul, while emphasizing this is a guess and AI4 will remain relevant long-term.
• ▶ 7:54 A camouflaged Tesla Model Y L was spotted in China, signaling real design changes rather than a minor refresh.
• ▶ 7:07 The sighting is widely expected to be a Model Y L Performance variant, supported by 19-inch "Machina 2.0" wheels and strong performance car demand in China.
• ▶ 7:30 The host checked out the Model Y L in person in Melbourne, calling it a "very good, very versatile, comfortable car"—while noting the U.S. still has no version of it yet.
• ▶ 8:51 Tesla raised Model Y prices by €1,000 in Norway, France, Netherlands, and Germany.
• ▶ 8:55 Ryan sees the price increase as a positive demand signal, citing strong Model Y sales in those markets.
• ▶ 9:14 For customers, the hike is disappointing since they generally want EV prices to keep falling, reflecting Tesla's ongoing supply-demand balancing.
• ▶ 9:57 Fort Myers, Florida is a brand-new Cybercab testing city, expanding beyond previously confirmed sites like San Jose, Chicago, Austin, and the Bay Area.
• ▶ 10:06 Las Vegas saw its first Cybercab on city streets, aligning with Tesla’s named first-half 2026 robotaxi launch cities.
• ▶ 10:54 Chicago also had a Cybercab sighting during this same round of testing, further widening the test footprint.
• ▶ 10:59 Tesla's robotaxi rollout is ongoing across many markets, with unsupervised robotaxis officially deployed in Houston and Dallas.
• ▶ 11:11 Initial deployment in these Texas markets is extremely limited—starting with just one car per market and only growing to two per market—though the service could scale very quickly.
• ▶ 11:28 Previously reported Arizona charging infrastructure, the Chandler 56-stall Supercharger, was framed as fleet-only, but Electrek has since updated its reporting on that designation.
• ▶ 11:38 Tesla announced its first-ever robotaxi Supercharger station in Mesa, AZ, along with a second Mesa site featuring 56 V4 stalls—both private and built for autonomous fleet vehicles.
• ▶ 12:00 These stations will not be publicly accessible; personally owned Teslas could only use them while actively working on the robotaxi network, not for personal driving.
• ▶ 12:21 Potential on-site features include wireless charging pads for the Cybercab, automated cleaning robots, and Optimus units staged for fleet maintenance.
• ▶ 13:17 Tesla is holding a special launch event for the final "Signature Edition" of the Model S and Model X, described as an exclusive farewell to the vehicles.
• ▶ 13:35 The invite-only event is scheduled for May 12th at the Fremont factory, where attendees can see the last deliveries, buy merchandise, and take delivery of their vehicles.
• ▶ 14:06 This may be the last time the Fremont factory is used for these cars, as Elon Musk plans to transition that production capacity to Optimus Robots.
• ▶ 14:18 Legacy automakers like GM are indefinitely delaying next-gen full-size electric trucks, signaling that the ROI for second-generation EV trucks isn’t there yet and full-size EV pickup demand has been softer than forecast.
• ▶ 15:24 A broader pattern is emerging: VW is cutting over 1 million vehicles, Toyota has rejected a RAV4 EV, and other legacy automakers are retreating—while Tesla has no ICE product line to fall back on, so it must make EVs work or fail.
• ▶ 16:02 In contrast, Mercedes and BMW are launching new flagship EVs this week—Mercedes’ all-electric C-Class (350-mile EPA range, 94 kWh battery, 330 kW fast charging, ~$60,000) and BMW’s revived i3 sedan (380-mile EPA range)—both aimed directly at Tesla’s Model 3 and Model S.
• ▶ 17:16 NHTSA released its first ADS crash dataset, showing Tesla with 18 incidents vs. Waymo's 697, but Waymo operates at far larger scale (500,000+ paid rides/week), so a clean per-mile comparison isn't possible yet — though Tesla appears competitive after normalizing.
• ▶ 18:57 Tesla redacted 100% of narrative fields for all 18 of its incidents, while Waymo and Zoox published detailed multi-paragraph narratives — raising transparency questions about Tesla's safety claims.
• ▶ 19:45 Tesla is shipping an over-the-air fix for Cybertruck power conversion control system failures, and is offering free Supercharging to affected owners.
• ▶ 20:24 CATL unveiled its third-gen Shenxing LFP battery, claiming a 6-minute full recharge time, which would "leapfrog" BYD's recent fast-charging numbers.
• ▶ 20:48 Shaw cautions that production timelines and real-world rollout haven't been confirmed yet, so the claim is "pretty crazy to hear about" but unverified.
• ▶ 21:11 A 6-minute charge at the cell level doesn't mean EVs actually charge that fast—pack architecture, thermal management, and charger hardware still need to match up.

• ▶ 0:00 Introduction and FSD Expansion (0:00 - 2:56) - - Welcome, Tesla FSD operator hiring in nine countries, and European FSD testing updates.
• ▶ 2:59 Earnings Call and FSD Roadmap (2:59 - 7:46) - - Host's Melbourne aside and Tesla's earnings call covering Cybercab, Semi, Optimus, Hardware 3/AI4 FSD timelines.
• ▶ 7:48 Model Y, Cybercab, and Robotaxi Charging Rollout (7:48 - 14:18) - - Model Y sightings and price changes, Cybercab rollout locations, and dedicated robotaxi Supercharger stations.
• ▶ 14:18 Legacy Auto Pullback and New EV Flagships (14:18 - 17:14) - - GM/VW EV delays, Tesla demand concerns, and Mercedes/BMW reveal new flagship EVs.
• ▶ 17:16 Safety Data and Cybertruck Fix (17:16 - 20:24) - - NHTSA ADS crash data analysis and Cybertruck power conversion issue resolved with free supercharging.
• ▶ 20:26 CATL Battery, Quick Mentions, and Outro (20:26 - 22:43) - - CATL's 6-minute fast-charge LFP battery, quick news bits, and Model 3 review plug.