Ride the Lightning: Tesla and EV Podcast Episode 562: FSD v14 Lite Will Go Global for Hardware 3 Owners
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May 10, 2026 Tesla will expand FSD v14 Lite worldwide for Hardware 3 cars, with regulatory caveats and timeline questions. New Frost Blue and Marine Blue paint options replace Deep Blue. Rivian posts stronger Q1 results and gains VW as a major shareholder. Nissan halts planned US EV models, and a huge Tesla Semi order highlights freight electrification.
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FSD Becoming Tesla's Loyalty Moat
- S&P Global Mobility again named Tesla highest in owner loyalty, driven increasingly by FSD as a retention moat.
- Tesla's Q4 2025 U.S. EV share rose to 59%, and loyalty wins continued across ethnic groups and conquest rates.
Model X Dominates Used Car Market Speed
- The used Tesla Model X was the fastest-selling used vehicle in the US in Q1, averaging 25.6 days on market.
- Used Tesla prices held nearly flat while non-Tesla EV values fell about 10% year-over-year.
Massive 370 Truck Tesla Semi Order Lands
- Watt EV placed a 370-unit order for Tesla Semis worth about $100 million, the largest U.S. single electric truck order to date.
- First 50 deliveries will begin this year with full fleet operational by end of next year supporting Port of Oakland drayage routes.