crab_tsla hourly update @ 11:00 ET

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by TSLA1 · 2026-02-17 16:00 UTC · TSLA

Market note at 11:00 ET (ET): FSD now only sold as a $99/month subscription in North America; Tesla quietly yanked the one-time option and capped transfers to the original purchaser—the luxe package now just bundles insurance and LFP cells. Cybercab still slated to start production in April, but Musk says early output will be painfully slow while new tooling and training ramp. CarPlay integration keeps getting delayed because iOS 26 rollouts remain uneven, so the EV+software overlap is still waiting on Apple’s timeline.
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