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Tesla kills skeptics’ “demand problem” narrative in China again

Credit: Wu Wa/Twitter

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When Tesla released its third-quarter vehicle delivery and production figures, critics promptly pointed out that the company missed Wall Street’s estimates. Part of the culprit, at least for Tesla skeptics, was China, which is supposedly seeing a “demand problem” amidst the emergence of competition from local automakers like NIO and Xpeng. 

As per recent data released by the China Passenger Car Association (CPCA), however, this definitely does not seem to be the case — at all. Despite reports of Tesla China’s deliveries seeing some headwinds last month, the CPCA’s figures indicate that the EV maker delivered 77,613 vehicles to domestic consumers in September. 

https://twitter.com/MoneybaII_R/status/1579652739084455936?s=20&t=gQTpBlx9WSLpYBvyW2qyxA

For context, Tesla China’s wholesale figures for September 2022 were 83,135 units, though this number included 5,522 vehicles that were exported from China. A total of 51,802 Tesla Model Y crossovers and 31,333 Model 3 sedans were sold during the month. 

With these numbers in mind, it would seem that Tesla China achieved its second-highest domestic sales in the country in September 2022, just behind June 2022’s 77,938 local sales. This was despite the domestic Chinese auto market being saturated with a wide variety of rival electric vehicles from local automakers and rumors that Tesla China was poised to adjust its vehicles’ prices. 

In a way, this does suggest that Tesla’s vehicles still maintain a lot of interest among domestic Chinese car buyers. This is particularly evident in the fact that Tesla delivered about 120,000 vehicles in China in the third quarter, a 63% year-over-year increase. Veteran Tesla bull Dave Lee noted on Twitter that Tesla China’s domestic sales figures in Q3 translate to almost 500,000 annualized vehicle deliveries in the country alone. 

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With Tesla China expected to produce even more vehicles at a steady rate this fourth quarter, expectations are high that Giga Shanghai’s output will be even more consistent and impressive this Q4 2022. If Giga Shanghai delivers, Tesla China could effectively help the company achieve its ambitious, self-imposed 50% growth target this year. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Elon Musk

Elon Musk just dropped a huge detail on the Tesla Roadster

“Whether it’s good or bad, it will be unforgettable. My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars. I think if Peter wants a flying car, he should be able to buy one.”

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tesla roadster
Credit: Tesla

Elon Musk dropped a huge detail on the Tesla Roadster on his latest appearance on the Joe Rogan Experience podcast.

Tesla has been teasing the Roadster for years. The company has constantly delayed the vehicle, hoping to push its limits past anything that is even imaginable by the human mind.

Earlier this year, the company said it would put on a “most epic demo” for the Roadster, displaying and unveiling all its capabilities, some new, some previously talked about. However, nobody really knows what to expect.

On the JRE Podcast, Musk joined Rogan for an over three-hour conversation about a variety of topics, but Tesla was something that was evidently on the agenda.

One of the parts of the Tesla conversation that is getting a lot of attention is Musk’s new teasing of the Roadster, saying it has “crazy technology” that might not even qualify as an automobile in the classic sense.

Musk confirmed that Tesla is “getting close to demonstrating the prototype,” and said he can guarantee the demo “will be unforgettable.”

He continued:

“Whether it’s good or bad, it will be unforgettable. My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars. I think if Peter wants a flying car, he should be able to buy one.”

Musk went on to say, with a smile, that Joe would have to “wait and see” what Tesla had come up with.

He went on:

“I think it has a shot at being the most memorable product unveil ever. [It will be unveiled] hopefully before the end of the year. You know, we need to make sure that it works. This is some crazy technology in this car. Let’s just put it this way: if you took all the James Bond cars and combined them, it’s crazier than that.”

Tesla has said for years that the Roadster would be able to at least hover, thanks to a SpaceX package that would feature cold gas thrusters that would help the vehicle get in the air.

The new Tesla Roadster will be able to fly: Elon Musk

Musk seemed very confident in his answers and very excited to show off what the Tesla Roadster is capable of. The real question is: how long will it take Tesla to get the car to market after the launch and unveiling? How many units will it manufacture? How much will it cost?

All of those things are details we will have to wait for Tesla to reveal at the Roadster event.

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Tesla targets gas car owners with this crazy new promotion

Tesla is now offering 2,000 free Supercharging miles to any gas car owner who chooses to trade their car in on a Tesla. The promotion requires a gas or hybrid electric vehicle to be turned in for any of the vehicles in Tesla’s lineup.

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Credit: Tesla

Tesla is targeting gas car owners with a crazy new promotion launched on October 31, its latest move to boost sales amidst the loss of the $7,500 electric vehicle tax credit, which went away on September 30.

Tesla is now offering 2,000 free Supercharging miles to any gas car owner who chooses to trade their car in on a Tesla. The promotion requires a gas or hybrid electric vehicle to be turned in for any of the vehicles in Tesla’s lineup.

If you do that, you get 2,000 free miles of Supercharging, which can be utilized at any of the chargers on the Tesla network within the next two years:

Supercharging is rarely a Tesla owner’s primary source of charging, but for some owners, it is critical to their ownership experience.

While many homeowners or apartment dwellers are able to utilize charging infrastructure they either installed themselves or were provided by their property management company, others are totally reliant on the wide variety of charging options that are available today.

Tesla’s Supercharging Network has expanded rapidly over the past few years, mostly in preparation for the company to open it to other EV manufacturers, most of which have adopted the company’s North American Charging Standard (NACS) in the United States.

Its latest quarterly earnings Shareholder Deck revealed a 16 percent increase in stations in Q3 compared to the same timeframe in 2024. Meanwhile, connectors have increased by 18 percent in the same timeframe. There are over 73,800 connectors in the Tesla Supercharger Network globally.

The move could be looked at as a way to incentivize people to switch to electric vehicles, and it is something we have seen Tesla experiment with over the past month.

It has played with leasing terms, and we will likely see more incentive offers, like this Supercharging one or even Full Self-Driving trials for those who choose to make the switch over the next two months.

Tesla routinely offers some tasty deals in Q4 as it aims to round out the year with a strong delivery and production report for investors. Q4 is statistically Tesla’s strongest three-month period in any given year. However, Q3 was Tesla’s strongest performance in terms of vehicle deliveries in company history, as it narrowly missed the elusive 500,000 mark for a quarter.

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Tesla Cybercab sighting highlights big change since 2024 unveiling

Based on an image recently taken of the vehicle, it appears that Tesla has made the Cybercab’s cabin easier to get in and out of.

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Credit: @tzmartin/YouTube

A recent sighting of the Tesla Cybercab in the wild has teased a pretty interesting update that has been implemented on the autonomous two-seater. 

Based on an image recently taken of the vehicle, it appears that Tesla has made the Cybercab’s cabin easier to get in and out of. 

Recent Cybercab sightings

As per recent posts on social media, it appears Tesla has started testing the Cybercab on public roads. Images posted by Tesla community members in Palo Alto showed a Cybercab prototype being driven near the company’s engineering headquarters. Interestingly enough, the vehicle was equipped with a steering wheel. 

It’s not just the Cybercab’s steering wheel that caught a lot of attention, however. Based on observations by EV watchers online, it appears that Tesla has also made the Cybercab’s door a bit larger. This should make it easier for passengers to get into and out of the autonomous two-seater. The position of the camera in the B-pillar also appears to have been adjusted slightly. 

All-in on autonomy

While Cybercab prototypes that are seen in the wild today are fitted with a steering wheel, the vehicle will be produced strictly as an autonomous Robotaxi. This was highlighted by Elon Musk during the third-quarter earnings call. Musk also expects about 2 million Cybercabs to be produced every year, making it the company’s highest-volume vehicle. 

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“The single biggest expansion in production will be the Cybercab, which starts production in Q2 next year. That’s really a vehicle that’s optimized for full autonomy. It, in fact, does not have a steering wheel or pedals and is really an enduring optimization on minimizing cost per mile for fully considered cost per mile of operation,” Musk said during the Q3 2025 earnings call. 

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