Tesla News - EU Tariffs, FSD Safety, Robotaxi Rules, Musk Merger Talk

This episode focuses on how EU tariffs are pushing Tesla to shift European supply away from China and toward higher‑cost EU production, reshaping its margin profile and competitive positioning against fast‑moving Chinese brands. It then examines safety and regulatory pressures on Tesla’s Full Self‑Driving and driver‑monitoring systems, including a Canadian incident where a driver appeared to sleep at highway speeds and a new Chinese trend of using doll heads to fool in‑cabin cameras, raising the prospect of more intrusive countermeasures like facial recognition. Broader US regulatory moves against robotaxi failures, highlighted by NHTSA’s ultimatum after Waymo’s July Fourth breakdown, and Uber’s lobbying for hybrid human‑robot networks, show how the legal landscape could constrain or redirect Tesla’s eventual robotaxi ambitions. The episode closes with capital‑market stories around Elon Musk’s postponed CNBC appearance amid SpaceX’s public debut and J.P. Morgan’s view that a Tesla–Spac