Ride the Lightning: Tesla and EV Podcast Episode 546: Tesla's FSD Is Going Subscription-Only
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Jan 18, 2026 Tesla is shifting its Full Self-Driving option to subscription only, sparking concerns about customer choice. The Model Y receives design updates faster than expected. A California Supercharger station is set to expand to a whopping 304 stalls, showcasing Tesla's rapid charging infrastructure growth. Polestar shares impressive sales figures with a 34% increase. The podcast also touches on Model Y aesthetic changes and the potential for Robovans in Las Vegas, blending innovation with real-world use cases.
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Shanghai Design Tweaks Arrive Fast
- Giga Shanghai design changes (black headliner and slightly larger 16" screen) arrived in U.S. Model Y variants quickly.
- Ryan expects similar Model 3 updates soon and notes supplier ramp as a likely constraint.
Model Y Seven-Seater Returns
- Tesla relaunched a $2,500 seven-seat option for Model Y, aimed mainly at families with young children.
- Ryan doubts it replaces the longer-wheelbase Model Y L, since the L targets frequent six-seat use.
Darker Badging And Wheels For Y
- Model Y trims moved to matte black badging and dark gray Helix 2.0 wheels becoming the new look for premium trims.
- Ryan prefers darker badges and wheels and sees this as aesthetic alignment with Model 3 changes.