Here's a summary of the video transcription, including every single news item mentioned:
**Tesla Robotaxi & Autonomy News:**
* **Austin Unsupervised Robotaxi Expansion:** Unsupervised robotaxi operations are now officially available across the entire greater Austin geofence. This marks a significant expansion, as it was previously limited to the primary geofence and then a slightly larger southern area. This is seen as a clear signal of Tesla's confidence.
* **Potential for Fleet Expansion:** The host speculates that if the necessary infrastructure (like remote operations) is in place, Tesla could rapidly scale up to 50-150 unsupervised vehicles in the Austin geofence.
* **Fleet Build-up:**
* An image shared showed 26 Cybercabs "piling up" in Dallas.
* Another image from Dallas later showed over 30 Cybercabs.
* Sladok reported finding a Model Y (vehicle #9) added to the robotaxi fleet in Houston, suggesting the fleet won't be exclusively Cybercabs.
* **Job Impact:** The expansion means "safety monitors in Austin may no longer have jobs."
* **Deployment Strategy:** The big question is how many unsupervised vehicles Tesla will deploy in Austin, with the possibility of maintaining the current number for a week or two to ensure smooth operations before further expansion.
* **FSD Highway Incident:** A video shared by "Platinum Patriarch" on X showed a Tesla FSD encountering railroad gate crossing arms on a highway. While it was a supervisor error, the host highlights this type of scenario needs to be sorted for broad unsupervised scaling.
* **FSD Update (14.3.3):** A new version of FSD is rolling out, described as mostly bug fixes. A feature of improved driver monitoring sensitivity (better eye gaze tracking, eyewear handling, lighting accuracy) was mentioned, though the official Tesla account stated this was released in a previous update.
* **FSD 14 for Hardware 4 in Australia:** Tesla has sent an update to Australian owners stating that FSD 14 for Hardware 4 is in its final stages of local development and testing, with an update expected soon.
**Tesla Semi & Megacharger News:**
* **New Megacharger Projects in Texas:** ACT News reports that Tesla is moving forward with new Megacharger projects in Texas, based on project filings with the Texas Department of Licensing and Regulation. These projects are intended to support Tesla Semi charging in key freight markets.
* **San Antonio:** Estimated cost $400,000, start date May 18th this year, completion May 18th, 2027 (roughly one year).
* **Laredo:** Filing for electrical infrastructure only, estimated cost $100,000, completion December 31st this year.
* **Houston:** New construction for electrical infrastructure, estimated cost $200,000, start date June 22nd this year, completion June 25th, 2027 (roughly one year).
* **Project Details:** The filings do not specify when stations will become operational, how many charging stalls each site will have, or which fleets will access them.
* **Tesla Semi Voucher Dominance:** Latest California voucher data (January last year to February this year) shows the Tesla Semi accounts for 965 out of 1,067 applications for Class 8 tractor vouchers, significantly outperforming Daimler and Volvo (fewer than 100 applications combined). Tesla's vouchers in this round exceeded the total number of all other Class 8 tractor applications between 2021 and February this year.
* **Tesla Semi Dashboard (Highlights):**
* **Orders:** 644 Tesla Semis on order across 9 confirmed customers with public confirmation in the last 18 months.
* **Deliveries:** 48 trucks have been delivered (45 to Pepsi, 2 to Watt EV, 1 to DHL).
* **Production Outlook:** Most of Tesla's 2026 Semi output is already accounted for.
* **Environmental Impact:** The 48 deployed trucks are already displacing almost 600,000 gallons of diesel annually.
* **Charging Infrastructure:** There are 81 total semi charging depots (operational, under construction, or planned).
**Tesla Global Sales Data (May):**
* **Overall Trend:** Strong global monthly sales figures, showing the type of growth hoped for, though last year's comps were low due to vehicle changeovers.
* **Australia:** Posted its best monthly sales figure ever in May (over 6,400 sales). Tesla sales are up 56% YTD in Australia. The Model Y was the best-selling vehicle of *any kind* in Australia for May, making it the first EV to lead overall sales.
* **Norway:** Tesla was the best-selling car brand in May with over 21% market share.
* **China (Giga Shanghai):** Wholesale figure for May was 85,982 units, up 8.2% over April and up 39.4% over last year. This is the highest wholesale figure for Giga Shanghai this year. YTD, Tesla China sales are up 29.4%. These figures are *before* FSD broadly gets approval in China.
* **Japan:** Sales in May were up 182% year-over-year. YTD sales are up 157% (over 8,100 vehicles registered compared to 3,178 last year), despite foreign brand registrations in Japan being down 6% YTD. Another uptick for Japan is expected at the end of Q2 due to delivery waves.
* **Germany:** Over 5,100 vehicles registered in May, up 322% from last year. YTD, Tesla has registered over 21,000 vehicles, up 200% from the same time last year. Tesla Germany's YTD numbers have already exceeded their full-year 2025 sales, being 9% above last year's full-year total.
* **Future Demand Driver:** Supervised FSD approval across the EU is expected to be a significant demand driver.
**Other Tesla News:**
* **Used Cybertrucks:** Used Cybertrucks were momentarily listed for sale on Tesla's inventory page but have since been removed.
**Channel Updates & Sponsor:**
* **Video Format Experiment:** The host may experiment with shorter, more frequent videos covering fewer topics.
* **Sponsor:** The video is sponsored by **Perplexity Computer**, which the host used to "vibe code" his Tesla Semi dashboard. He praises its ability to generate tools and dashboards from spoken instructions, connect to various services (Google Sheets, YouTube API, Nasdaq pricing), and automate data refresh and deployment. The Tesla Semi dashboard can be accessed at teslasemi.pplx.app.