News
GM employs Tesla-esque direct-to-consumer sales strategy in China
General Motors (GM) plans to launch a wholly-owned direct sales platform, Durant Guild, in China. With Durant Guild, GM hopes to revitalize Chinese consumers’ interest in its brand and increase sales in the country.
What is Durant Guild?
Durant Guild is named after GM’s founder William Durant. Felix Weller will head the platform. Through the direct sales platform, the legacy automaker plans to import and sell vehicles in China that have only been sold in the United States thus far, like the Hummer EV pickup truck or its SUV counterpart.
Durant Guild will adopt similar sales and marketing strategies that worked for Tesla and Apple. The direct sales platform will organize invitation-only events. It will also set up experience centers and pop-up shops throughout China.
However, the GM seems determined for Durant Guild to develop its own presence in the country. Durant Guild plans to create events and shops in unique locations to generate interest. For example, Weller shared that the platform will try to place experience centers in areas besides shopping malls, like Tesla and other EV startups.
Durant Guild’s Goals
The head of GM China, Julian Blissett, noted that the OEM’s goal with Durant Guild isn’t to sell volume but instead change the perception Chinese consumers have about General Motors. GM wants Durant Guild to build interest in cars previously only sold in the US. It hopes that some of that interest goes back to the vehicles GM is currently selling in China.
“Durant Guild is not a volume play, but if we do a good job and the products sell well, it will create a lot of buzz around Cadillac and Chevy and will help how people perceive our products and technology,” Blissett commented.
As per Reuters, General Motors’ sales of flagship brands like Buick, Cadillac, and Chevrolet have continued to plummet over the past five years. GM sales in China have dropped to 1.3 million cars a year. The legacy automaker’s market share slices have been eaten up by smart electric vehicles, like Tesla or China-based EV startups like NIO and BYD.
Challenges to GM’s Direct-to-Consumer Strategy
Blissett mentioned a shift in the Chinese market for “halo cars.” Consumers in cities have specifically started to show growing interest in performance vehicles for racing and SUVs for more off-road adventures. So General Motors hopes to attract three types of customers with Durant Guild: nature lovers; executive VIPs; and young, sporty drivers.
Chee-Kiang Lim, US-based Urban Science’s Managing Director for China, advised that GM also consider Chinese consumers’ growing interest in smart, connected features.
“What Chinese consumers want is to extend their digital lifestyles to their cars. Cars from foreign brands designed and engineered overseas are increasingly not meeting these needs,” he said.
“If Durant can overcome this bias and provide high-tech, personalized features and seamless connectivity to China’s digital ecosystems, its odds of success in the China marketplace will be higher,” Lim added.
Given the growing interest in more tech-savvy vehicles in China, General Motors would have to carefully select the cars it offers under Durant Guild. Tesla vehicles and even units from EV startups like NIO understand the tech and features people want integrated into their cars. General Motors would need to introduce similar tech or features in its vehicles to compete with newer, smarter cars.
The Teslarati team would appreciate hearing from you. If you have any tips, contact me at maria@teslarati.com or via Twitter @Writer_01001101.
Elon Musk
Tesla CEO Elon Musk’s $1T pay package gets candid synopsis from Jim Cramer
Tesla’s $1 trillion pay package, which it proposed to Shareholders to vote on November 6 for its CEO Elon Musk has drawn a lot of attention lately.
Among those vocalizing their thoughts and feelings about the incentive program are proxy firms, investment analysts, and retail shareholders.
However, one analyst that always seems to draw some attention, especially when it comes to things related to Tesla and Musk, is Mad Money host Jim Cramer, who routinely puts his opinions out into the public realm when it comes to the company and its CEO.
Last week, Cramer gave a short breakdown of what he thinks the company and its shareholders should do on the social media platform X. He’s gone deeper into the pay package conversation with a candid synopsis of where he stands with it.
Cramer is no slouch when it comes to breaking down companies and what their strengths and weaknesses are.
He recognizes Musk and his contributions to Tesla, especially in terms of its prowess as an automaker, an AI play, and a robotics entity. In his more lengthy breakdown of the mentality behind rewarding Musk, he writes:
“Then there’s Musk. He’s using AI to make the best full self-driving car. He’s using it to dominate the Robotaxi game, or at least try. There’s no doubt that he’s got the best self-driving alternative on a price basis…Musk has put AI to the test, and he recognized that if you could develop better and bigger, and stronger batteries, that might be the answer for our energy-starved country…”
This is essentially an echo of what he said last week, which included some of the same ideas. Musk is ultimately the right man for the job, Cramer believes, especially considering the analyst calls him one of the few CEOs who is “actually worth it,” in terms of his potentially massive payday:
“Hate him or like him, man, this guy’s real smart…I think that Musk, who says he needs to be in control so the robots don’t take over, clearly wishes he had two classes of stock so he could be like Mark Zuckerberg, who can do whatever he wants with Meta. I say, even though he didn’t start the company and therefore doesn’t have the two classes, give the man the pay package he wants. Unlike so many other CEOs, he’s actually worth it.”
Tesla shareholders will vote on the package on November 6, but a handful of proxy firms have already noted that they will be going against it. Institutional Shareholder Services (ISS) and Glass Lewis both voted not to offer Musk this pay package.
Musk called them “corporate terrorists” last week during the company’s Q3 Earnings Call.
News
Tesla makes a massive change to a Service policy that owners will love
If you have a subscription to Full Self-Driving or Premium Connectivity for 30 days, the date of its expiration is 30 days after you activate the subscription, even if the vehicle was in service.
Tesla has decided to update its policy on Subscriptions and Service, and owners are going to love it.
If you have a subscription to Full Self-Driving or Premium Connectivity for 30 days, the date of its expiration is 30 days after you activate the subscription, even if the vehicle was in service.
So, if your car was with Tesla Service for five days, you essentially lost those five days, as your expiration date was not adjusted to reflect the time the vehicle was unusable.
Loaners that Tesla gives owners are usually equipped with perks like Full Self-Driving and Premium Connectivity, so your subscription does not roll over to another vehicle.
However, Tesla has decided to revise that policy in an effort to give owners full access to the subscriptions they paid for. It requires Service visits to be longer than one day.
In a communication to an owner who was having their vehicle serviced, Tesla said:
“A loaner vehicle may be available during your appointment (pending availability) – please check the app closer to your appointment for the latest updates and access details. If your repair requires more than one business day, any active subscriptions or free trials will be extended accordingly.”
Tesla will now extend active subscriptions and free trials if your car was in service for more than 1 business day pic.twitter.com/HdtDEwk3e6
— Whole Mars Catalog (@WholeMarsBlog) October 20, 2025
The move is a good one from a customer service standpoint, especially considering the loss of even a few days of a 30-day subscription to something like Full Self-Driving, which costs $99 per month, can be frustrating.
Tesla’s choice to extend the subscription duration for the length of the service visit is a good-faith move that customers will appreciate.
While this adjustment is not directly related to Service, many customers will relate it to that. It’s yet another move Tesla has made in 2025 to make its Service experience better for customers.
It is also offering more options to communicate with Service advisors during and after cars are repaired, which can help streamline the entire visit from start to finish.
News
SpaceX reaches incredible Starlink milestone
SpaceX has reached an incredible milestone with its Starlink program, officially surpassing 10,000 satellites launched into low Earth orbit since starting the program back in 2019.
Last Sunday, October 19, SpaceX launched its 131st and 132nd Falcon 9 missions of 2025, one from Cape Canaveral, Florida, and the other from Vandenberg, California.
The 10,000th Starlink satellite was aboard the launch from California, which was Starlink 11-19, and held 28 v2 mini optimized satellites.
The achievement was marked by a satellite tracker developed by Jonathan McDowell.
🚨 With its Falcon 9 launch last Sunday, SpaceX officially has 10,000 Starlink satellites in orbit pic.twitter.com/xS5RVZ4ix0
— TESLARATI (@Teslarati) October 26, 2025
The first Starlink launch was all the way back on May 23, 2019, as SpaceX launched its first 60 satellites from Cape Canaveral using a Falcon 9 rocket.
Of the over 10,000 satellites in orbit, the tracker says 8,608 are operational, as some are intentionally de-orbited after becoming faulty and destroyed in the atmosphere.
SpaceX has truly done some really incredible things during its development of the Starlink program, including launch coverage in a global setting, bringing along millions of active subscribers that use the service for personal and business use, locking up commercial partnerships, and more.
Starlink currently operates in around 150 countries, territories, and markets and is available at least somewhere on all seven continents.
Additionally, Starlink has over 5 million subscribers worldwide, and 2.7 million have joined the program over the past year. It has revolutionized internet access on commercial aircraft as well, as several high-profile airlines like Qatar and United, among many others, have already installed Starlink on some of their planes to deliver more stable connectivity for passengers and crew.
SpaceX has the approval to launch 12,000 Starlink satellites from the FAA, but it plans to bring over 30,000 to its constellation, giving anyone the ability to have access to high-speed internet.
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