Connect with us

News

Tesla is breaking the 'Made-in-China' stereotype with the GF3-made Model 3

(Credit: Ray4Tesla/Twitter)

Published

on

Elon Musk and the Tesla team revel in busting stereotypes. This was evident in the Cybertruck’s unveiling, where Chief Designer Franz von Holzhausen literally took a sledgehammer to emphasize the point that EVs can be stronger than conventional rough-and-tough vehicles. In China, Tesla is doing the same thing, but this time, the electric car maker is breaking a stereotype that has been around for a long time: the myth of bad “Made in China” quality. 

A study from the Iowa State University reported via Futurity noted that before the words “Made in China” were perceived in the United States as a reference to low-cost and low-quality goods, the perception for Chinese-made products was actually quite positive. Gang (Kevin) Han, an associate professor at Iowa State University’s Greenlee School of Journalism and Communication, noted that things started changing when China became the manufacturing powerhouse that it is today. 

“People really enjoyed products from China. They viewed products, such as tea, furniture, or dishware, as unique. It was a quality product and there was a cultural value. But when China became a world factory and produced so many items for so many brands, people changed their views,” he said, adding that the prominent media coverage about issues with China-made products also added to the stereotype. “We see a lot of framed messages in these stories and receive the message subconsciously,” Han remarked. 

These stereotypes were promptly invoked by Tesla critics as soon as the electric car maker announced its plans to build a factory in China. Over the course of Gigafactory 3’s construction, it was not rare to find a Tesla critic mocking the alleged quality issues that would most likely plague the MIC Model 3. This point, as with many criticisms thrown at Tesla, appears to have been taken as a challenge by the electric car maker’s team in China. When the company invited the media to experience the Made-in-China Model 3 for the first time, Tesla was serious. It wanted to break another stereotype. And they did. 

Reviews of the Made-in-China Model 3 were notably positive, even if the vehicles being produced in the Shanghai-based site are only the Standard Range Plus variants of the all-electric sedan. Despite not having Tesla’s stunning white interior or more fancy 19″ Sports Wheels, the locally-made Model 3s were built with near-surgical precision. The vehicles’ panel gaps were meticulously aligned, their trimmings fit to a tee. In the United States, former GM executive Bob Lutz eventually praised Tesla’s build quality for the Model 3, but only after Tesla mastered the production of the vehicle, which took over a year to achieve. The MIC Model 3 units in China were first production cars, which means that they’ll likely only get better with time. 

It’s a bit humorous, but Tesla China’s press images for the MIC Model 3 featured numerous close-ups of the locally-made electric car, and many of them showcased the cars’ smooth paint and consistent panel lines, aspects of the car that proved difficult for the company in the United States. In a way, Tesla China’s MIC Model 3 press images seem to be a direct response against the stereotype, proving that any vehicle made in Shanghai’s Gigafactory 3 matches the quality of a car built in Fremont. 

Advertisement
-
https://twitter.com/ray4tesla/status/1192303122284044288?s=20

Perhaps most telling of these observations came from local auto journalists who were among the first to review the locally-made Model 3. Tencent Auto editor 常岩, who happens to be a Model 3 owner himself, was invited to check out the locally-made version of his electric car. Much to the auto editor’s surprise, he noted that the build quality of the Gigafactory 3-made Model 3 was actually better than his car, which was imported from the United States. With this conclusion, the auto journalist noted that Tesla’s MIC Model 3 will likely prove successful in the Chinese market, as it offers great quality and features for its price. The locally-made Model 3 is proudly Made in China, and it is just as good, if not better, than other Model 3 in the market. 

Tesla’s Made-in-China Model 3 is poised to make waves in the Chinese EV segment, with the massive Shanghai-based Gigafactory 3 now mass manufacturing the all-electric sedan. Recent flyovers of the Gigafactory 3 complex have revealed hundreds of MIC Model 3 just ready for delivery. Car carrier trucks loaded with Model 3s have also been photographed leaving the Gigafactory 3 premises. With these sightings in mind, it may only be a matter of time before deliveries of the locally-made electric car begins in the country. 

Watch an existing Tesla Model 3 owner review the MIC Model 3 in the video below. 

H/T Ray4Tesla/Twitter

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.

Advertisement
Comments

Elon Musk

Grok Bot users hit with weekly limits early, Elon Musk explains what happened

Published

on

Credit: Grok Bot

Elon Musk said weeks ago during SpaceX’s third-quarter earnings call that the company’s Grok Bot, its autonomous AI Agent platform, was showing “the fastest growth of a product” that he’d ever seen in his life.

Now, SpaceXSI is scaling back Grok Bot users’ weekly limits, much to the surprise of those who have relied on it to take away monotonous tasks in their lives.

Elon Musk’s terse November 1 reply on X captured a sharp tension in the early days of agentic AI. Responding to a user who asked for a Grok Bot usage reset after hitting 100 percent with four days still left on the weekly cycle, Musk wrote: “The cost of serving Grok Bot was unsustainably high relative to revenue.”

The post arrived amid a wave of similar complaints from paying subscribers whose meters had jumped unexpectedly toward or to the limit, sometimes overnight and with little corresponding activity. It also stood in clear contrast to statements Musk had made only days and weeks earlier.

On the SpaceX third-quarter earnings call in mid-to-late October, Musk had described Grok Bot in almost the opposite terms. He called it “the fastest growth of a product that I’ve ever seen in my life” and said he had “never seen anything grow this fast.”

Company figures put paid weekly users at roughly 800,000 earlier in the month, more than doubling over the prior period. Daily active users had climbed from under 100,000 in early September to over 600,000 by late October.

Musk emphasized that the product has no free tier and that users appear to be getting real value beyond what they pay. In other remarks, he noted that usage per user was rising rather than declining, the opposite of the usual decay pattern for new software.

Grok Bot, launched around August, functions as an always-available agent with its own persistent cloud computer; it can schedule, research, shop, browse, and execute multi-step workflows even after the user steps away. Access is bundled into X subscription tiers (roughly $30, $100, and $200 per month) and certain Cursor plans, drawing from shared weekly usage pools whose exact sizes have not been publicly detailed.

The economics of that model are what Musk’s November 1 post put in the spotlight. Agentic systems burn far more compute than ordinary chatbot exchanges. Each task can trigger repeated model calls, tool use, web actions, and sustained background work.

When growth is as rapid as Musk celebrated, the absolute compute bill scales quickly even if average revenue per user stays fixed under flat monthly subscriptions. Industry observers noted the opportunity cost as well: the same GPUs can be rented to other AI labs at higher rates.

A simple back-of-the-envelope comparison circulating after the post illustrated the gap: if every reported daily user paid the top tier, annualized subscription revenue would still be modest relative to the scale of compute infrastructure SpaceX is building and leasing to companies like Anthropic.

Some users also reported possible dashboard anomalies around the same period, though Musk’s framing treated the underlying cost-revenue imbalance as the core issue rather than a pure metering glitch.

The juxtaposition is the core of this exchange. Within roughly two weeks of publicly framing Grok Bot as an unprecedented success with strong unit economics and no free tier, Musk acknowledged that serving the same product had become unsustainable relative to the revenue it generates.

For the broader industry, the episode underscores a structural challenge of the agent era: demand is real and growing faster than many expected, yet the cost of fulfilling that demand through always-on, multi-step agents can outrun subscription pricing before companies can adjust limits, introduce metered billing, or raise prices.

Musk’s reply did not promise an immediate reset or higher allowances; it simply stated the constraint. In doing so, it supplied a rare, explicit public data point on the unit economics of a high-profile AI agent just as adoption numbers were still being celebrated as the fastest in Musk’s experience.

The tension between rapid, paid growth and the compute required to deliver it is now on the record.

Continue Reading

News

Tesla owners who tap Emergency Drive Away for fun are in for a surprise

Tapping Activate on Tesla’s Emergency Drive Away reportedly triggers a $539 service bill without moving.

Published

on

By

Tesla owners who press Activate on Emergency Drive Away may be on the hook for a service bill even if their car never leaves the Supercharger stall.

Yaro, who posts about Tesla service cases on X as @Tutrifour, said a customer called after tapping Activate while still plugged into a Supercharger. The owner was about to pull away, remembered the cable was still connected and stopped. The car never moved, but the touchscreen showed a red alert reading “Emergency Drive Away has been activated” with “Service is required” underneath. A Service Mode screenshot showed the active alert BMS_a228_EmergencyDriveAwayServiceRequired, which Yaro said only Tesla Service can clear.


The cost of clearing it was the bigger surprise. “Don’t press Activate on the new Emergency Drive Away feature on your Tesla because service charges $539 to inspect the charge port and to clear the alert. Yes, even if you didn’t move the car an inch,” Yaro wrote.  The $539 figure comes from that single case, and Tesla has not published a set price for the inspection or commented on the post. Yaro also noted that the car would still charge with the alert on screen.

Tesla launched Emergency Drive Away on October 1 with software update 2026.38.3, letting drivers pull away from a U.S. Supercharger with the cable still attached, as Teslarati reported. To use it, a driver shifts into Drive while connected, holds the brake and taps Activate. The prompt warns that driving with the cable connected will damage the vehicle and the Supercharger, and that short camera recordings will be shared with Tesla.

Tesla Charging has been clear about what follows a real activation. Repairs to a Supercharger stall can run up to $25,000 depending on the site, a service visit for the car’s charge port is mandatory, and deliberate misuse “will invoke additional penalties.” What the company had not spelled out is that the service requirement is triggered the moment Activate is pressed, not the moment the cable breaks away.

From an engineering standpoint, that is the cautious choice. Once Activate is pressed, the car cannot be sure the charge port latch was not stressed, so flagging it for inspection removes the guesswork. It also means the button carries a price on its own, which is a stronger deterrent against casual use than any warning screen.


The report follows the feature’s first known real world use, when a driver in Austin during F1 weekend appeared to trigger it by accident and dragged the Supercharger cable along with the car. The Reddit user who filmed it said the driver seemed to have only half read the prompts.

For owners, the takeaway is to treat the red prompt as a stop sign. If it appears after shifting out of Park by mistake, shift back and unplug the normal way from the touchscreen, the Tesla app or the button on the charge handle. Activate is meant for moments when staying at the stall is the bigger risk, and Tesla is now pricing it that way.

Continue Reading

Elon Musk

Elon Musk calls Earth’s data centers “peanuts” next to what SpaceX is planning in orbit

Elon Musk says SpaceX capex efficiency is underestimated as orbital data centers loom by 2028.

Published

on

By

Elon Musk is pushing back on one of the biggest worries hanging over SpaceX stock. In a reply on X on Sunday, Musk said the company’s capital expenditure efficiency is severely underestimated. He was responding to a Milk Road Stocks post citing analyst Kyle Reidhead, who estimates SpaceX will need to spend roughly $470 billion over the next five quarters.

Reidhead built that figure around the target SpaceX set on its third quarter earnings call: 13 gigawatts or more of compute by the end of 2027. In his breakdown, Nvidia captures 83 to 89 percent of the spending. SpaceX ended the quarter with 1.7 GW of nameplate compute and guided to $35 billion to $40 billion in fourth quarter capex, as Teslarati reported.

Musk did not attach a number to his claim, but the earnings call shows the argument. CFO Bret Johnsen said new compute currently pays for itself in under a year at today’s pricing, and Musk said that window could shrink to six months next year. Using that pace, Reidhead argues about $230 billion of the $470 billion could come from operating cash flow and about $60 billion from SpaceX’s roughly $90 billion cash pile, leaving around $180 billion to borrow. Musk confirmed last week that SpaceX had already closed a new $40 billion debt raise to buy GPUs.

The ground buildout is not the end goal. It is what is meant to pay for the move to orbit. Replying on Friday to charts built from Sequoia partner Shaun Maguire’s SpaceX model, Musk wrote that “Terrestrial compute will be peanuts compared to orbital compute,” adding that orbital compute deployed per month “probably exceeds terrestrial around the end of 2028 and then far exceeds it in 2029.”

Maguire’s model shows how steep that path is. It has capex climbing from $88 billion this year to $290 billion in 2027 and $369 billion in 2028, with SpaceX burning $77.8 billion in cash this year and $122.6 billion next year before turning $114.9 billion cash positive in 2028. Musk’s response to the model was, “I think we can do better.”

Advertisement
-

The orbital half runs through Starmind. SpaceX plans to operate up to 1 million AI satellites flying in clusters of about 10, linked by roughly 10 terabits of bandwidth, with deployment of thousands of units starting as soon as late 2027 out of its Gigasat factory in Bastrop, Texas, according to SpaceX’s space safety page. Musk has said each Starmind spacecraft will carry more than 250 kW of solar power.

Getting there depends on launch volume. Maguire’s model assumes 250 Starship flights in 2028, up from two this year and 38 next year. The nearer test is financial: SpaceX guided to $33 billion to $37 billion in first quarter 2027 revenue, more than double the $14.58 billion it booked in Q3, and Musk reposted that guidance again on Sunday morning.

Continue Reading