News
Jeff Bezos ponders Tesla’s ‘complexity’ in China following Musk’s Twitter acquisition
Following Elon Musk’s acquisition of social media platform Twitter yesterday, Amazon founder and former CEO Jeff Bezos pondered the potential hoops Tesla, Musk’s automotive company, may have to jump through as a company operating in China. Due to Musk’s purchase of Twitter, Bezos questioned whether China gained “a bit of leverage” over the platform’s censorship, but backtracked.
A Tweet from New York Times reporter Mike Forsythe identified Tesla’s success in the Chinese market. After entering China as an automaker in early 2020, Tesla has experienced success in the market with its Model 3 and Model Y vehicles, which have routinely been identified as a couple of the best-selling EVs in the country. Tesla’s production facility in China, known as Gigafactory Shanghai, outpaced Tesla’s U.S. factory in Fremont, California, in production figures in 2021, accounting for 51.7 percent of the company’s total vehicle deliveries for the year.
Apropos of something:
-Tesla’s second-biggest market in 2021 was China (after the US)
-Chinese battery makers are major suppliers for Tesla’s EVs.
-After 2009, when China banned Twitter, the government there had almost no leverage over the platform
-That may have just changed— Mike Forsythe 傅才德 (@PekingMike) April 25, 2022
Forsythe recognizes this, along with Chinese battery suppliers and their links to Tesla. However, his Tweet begins to also call out China’s ban of Twitter in 2009, and how the government had “almost no leverage over the platform.” With Musk’s purchase yesterday, “That may have just changed,” the Tweet concludes.
Bezos responded and jostled with the question, “Did the Chinese government just gain a bit of leverage over the town square,” using the term as Musk has in the past to compare Twitter to a social gathering of people to discuss ideas and issues. “My own answer to this question is probably not. The more likely outcome in this regard is complexity in China of Tesla, rather than censorship at Twitter.”
My own answer to this question is probably not. The more likely outcome in this regard is complexity in China for Tesla, rather than censorship at Twitter.
— Jeff Bezos (@JeffBezos) April 26, 2022
Musk, who purchased Twitter for $44 billion yesterday, said in the past his reasons for buying Twitter are related to free speech and censorship, is unlikely to see any real changes from China just because he’s bought the platform. Many American social media outlets are unavailable in China because, as the government has described in the past, it is a way to avoid “risks in the ideological field from the Internet.”
The true challenges will occur in China for Tesla; at least, Bezos thinks so. However, the automaker has had a reasonably positive relationship with China and its government, especially as Tesla has expanded operations at its plant, providing thousands of jobs to local workers.
Bezos, whose former company Amazon has done business in China for many years, purchased the Washington Post in 2013. The newspaper had no reservations about challenging Musk’s fight against censorship with stories earlier this month. Musk called the headline, “a good laugh.”
Ouch, I just snorted coffee out of my nose. pic.twitter.com/bDCYhMhdag
— Marc Andreessen (@pmarca) April 5, 2022
Additionally, a report from Dauxe Consulting reported that some 38 percent of Amazon’s top-selling brands were based in China.
Tesla has performed extremely well in China with sales, but it has also had its issues. The company had its vehicles banned from government properties and military bases due to its use of external cameras equipped for Full Self-Driving and Sentry Mode. Tesla’s in-cabin cameras are not active in China.
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Tesla CEO Elon Musk certainly tipped off some details of the Tesla Roadster event with a broadening of information regarding the company’s decision to delay the unveiling for two weeks.
For years, people have speculated about what the Roadster will be capable of. While there have been plenty of things said about what it *could* do, we have not seen or been told by Tesla what it will actually be capable of.
However, over the past few days, Tesla’s weather updates have truly pushed the speculation into Plaid Mode, basically all but confirming the car will have some sort of aerial capability — whether that would be hovering or fully flying remains to be seen — but it definitely seems that it will be able to leave the ground intentionally.
“Because this event can only be held outdoors…”
Tesla posted on Monday that it would delay the Roadster event until October 15, and it indicated that it had to do this because the event “can only be held outdoors.”
With the potential SpaceX collaboration to develop cold-gas thrusters that will help the vehicle go airborne, doing this indoors is probably not a safe, or even plausible, possibility.
Roadster event update
We’ve been tracking the weather closely with local meteorologists, but given the severe conditions predicted & because this event can only be held outdoors, we’ve made the difficult decision to reschedule.
New date is October 15. Additional details to…
— Tesla (@Tesla) September 28, 2026
FAA Airspace Restriction
The FAA gave Tesla a Temporary Flight Restriction (TFR) for 10,000 feet above ground level, much higher than the typical 2,000-foot restrictions that are usually placed at SpaceX’s McGregor, Texas site.
Tesla Roadster event requires restricted airspace, and the FAA obliges
Some have said that this massive increase is due to Tesla’s need to restrict unauthorized drone use for spying on the event.
Elon Admits High Winds
“Due to high winds, the new Roadster demo is postponed by 2 weeks,” Musk said in a post on X yesterday.
Due to high winds, the new Roadster demo is postponed by 2 weeks https://t.co/dV3ojDh1iT
— Elon Musk (@elonmusk) September 30, 2026
A reply reading, “What’s strong wind got to do with a car demo with four grounded wheels?” was directly below Musk’s post, satirically and sarcastically probing for more details.
All signs are pointing toward an aerial demonstration for the Roadster.
Tesla has secured $30 billion in fresh credit lines from Citibank and Wells Fargo in an effort to scale its biggest current projects.
Tesla agreed to a $20 billion three-year delayed-draw term loan facility from Citibank, it announced on Tuesday. Additionally, it signed a five-year, $8 billion revolving credit facility and a $2 billion, 364-day term credit facility with Wells Fargo.
In a filing with the Securities and Exchange Commission (SEC), that it “may draw” from the $20 billion delayed-draw term “from time to time” and “no more than ten times during the 18 months following the closing date.” This loan matures on September 29, 2029.
The five-year revolving facility from Wells Fargo will also be accessed by Tesla “from time to time,” and will become due and payable on September 29, 2031. Tesla can request two separate one-year extensions.
On the $2 billion, 364-day revolving loan, it becomes due and payable on September 28, 2027. Tesla can also increase its additional commitments to an additional $4 billion across the Revolving Facilities. This would increase the total facilities to $14 billion. Tesla said it does not plan to utilize any of these loans in 2026.
Tesla plans to utilize the money to help prop up its ambitions to scale its biggest products, each of which is either in early launch phases or still in development. Of course, we’re talking about Cybercab and Semi, which have launched, and Optimus, which is still under heavy development and working toward initial release.
All three Tesla products have one thing in common: they’ve all required Tesla to build new manufacturing lines for them.
For the Semi, Tesla built a brand new factory in Sparks, Nevada, adjacent to the Tesla Gigafactory. For Optimus, Tesla sunset Model S and X production at the Fremont Factory, which brought an end to the two flagship models, thus creating manufacturing space for the humanoid robot. Finally, Cybercab is being built at Gigafactory Texas and officially entered production earlier this year.
The cash will help Tesla bolster its finances for the continuing development of these products. Tesla said that it forecasts its CapEx to be over $25 billion, up from just over $8.5 billion last year. These loans surely help with that spending.
Elon Musk
Elon Musk and Trump are closer than ever, and Tesla could be the big winner
Elon Musk sat beside Trump as AI leaders signed a voluntary White House safety accord.
Elon Musk had the seat right next to President Donald Trump on Tuesday as the White House hosted the leaders of America’s biggest artificial intelligence companies for a lunch that ended with a voluntary industry accord on AI safety.
A seating chart Trump posted on Truth Social placed Musk at the president’s left in the East Room, with Nvidia CEO Jensen Huang on his right, according to an Associated Press reporter. Anthropic CEO Dario Amodei, OpenAI President Greg Brockman, Meta’s Mark Zuckerberg, Google’s Sundar Pichai, Microsoft’s Satya Nadella and Amazon founder Jeff Bezos also attended, along with Vice President JD Vance and House Speaker Mike Johnson.
🚨 Elon Musk is currently speaking to the media alongside President Trump after a meeting with AI Leaders in Washington today
Trump says AI is now being called “Super Intelligence” or SI pic.twitter.com/woJJqUVP9B
— TESLARATI (@Teslarati) September 29, 2026
After the lunch, Trump told reporters outside the West Wing that the executives had signed “The White House Accord on Superintelligence: A Joint Commitment on Frontier SI Responsibilities.” Johnson described it as a voluntary statement of principles built on “robust internal controls and layers of internal and external review,” while Zuckerberg said company boards would independently review reports from outside auditors. Trump called the document “morally binding,” said he would name a new AI czar within days, and signed an executive order formally renaming artificial intelligence “super intelligence,” CNBC reported.
Musk was not in the room for Tesla alone. Since SpaceX absorbed xAI, he runs the company behind Grok and one of the largest AI training operations anywhere. On September 25, he said another 220,000 Nvidia GB300 chips would come online at Colossus 2 within a week, with more expected in November and December.
“I think it is worth highlighting the positive benefits of A.I. … S.I., pardon me.”
“Thank you.”@elonmusk catches his own slip after calling the technology “A.I.” while speaking alongside President Trump and other tech leaders, quickly correcting himself to “super… pic.twitter.com/fH7CFileNb
— Fox News (@FoxNews) September 29, 2026
SpaceX confirms third massive compute deal at Colossus data center
Musk also used the trip to restate his energy ambitions. “SpaceX is aiming together with Tesla to do 200 gigawatts of solar production per year,” he said at an event in Washington. It is the same combined target he laid out that feeds directly into Terafab, the Tesla and SpaceX chip venture that will need enormous amounts of power.
The showing between Musk and Trump has come a long way, since the two had the very public split in mid 2025 after Musk opposed the “Big Beautiful Bill” and left DOGE. They reconciled at Charlie Kirk’s memorial that September, and Trump later called their relationship “good”. Since then, Musk has joined Trump’s China delegation in May and attended last week’s White House state dinner for Chinese President Xi Jinping.
For Tesla, that access to government official could pay dividends. As Teslarati noted in January, federal autonomy rules, NHTSA oversight and a single national standard for driverless vehicles all run through an administration Musk can more easily reach directly as Tesla works to scale Robotaxi and Cybercab beyond Texas.
Elon Musk weather update tips Tesla Roadster speculation into Plaid Mode
Tesla snags $30B in fresh credit lines for expanding its biggest projects
