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Tesla China sees 16,300 insurance registrations in November’s 3rd week
Tesla China’s insurance registrations for the week ending November 19, 2023 showed a notable improvement from the previous week. Over the week of November 13-19, Tesla China saw 16,300 insurance registrations.
Tesla China does not post its weekly sales numbers, though a general idea of the country’s overall automotive market could be inferred from the number of new vehicle registrations that are filed per week. With this in mind, industry insiders and companies such as Li Auto, which produces electric vehicles, have taken it upon themselves to aggregate and post China’s weekly insurance figures.
And as per Li Auto’s recent data, Tesla China saw 16,300 insurance registrations in the past week. This represents a 28.35% improvement from the 12,700 insurance registrations that were tracked from the second week of November. For context, Tesla China also saw 14,000 insurance registrations in November’s first week.
$TSLA ??
NEWS: Tesla China insured units
< Nov >
(30)-5 : 14,000
6-12 : 13,000
13-19 : 16,300
Note: In 2023, Tesla China reached a sales milestone of more than 500,000 units in the domestic market.
– Considering we sold 500,000 units globally in 2020, the growth continues! pic.twitter.com/uls4QjBz6S— Tsla Chan (@Tslachan) November 21, 2023
Overall, it would appear that between November 1 and November 19, Tesla China had seen 39,300 vehicle insurance registrations in the domestic Chinese market, as noted in a CNEV Post report. This is quite impressive considering that there is still about a third of November remaining. If Tesla China’s pace continues until the end of the month, the electric vehicle maker could end November’s local vehicle sales on a strong note.
Tesla China does seem like it is seeing some strong demand for its vehicles in the domestic Chinese market. Over the past week, the company has been steadily raising the prices of the Model 3 sedan and Model Y crossover, the two vehicles that are currently being produced in Gigafactory Shanghai.
Last week’s $TSLA insured registrations of 16.3K included 12.8K M-Y, so 3.5K M-3 Highland. Source: @piloly pic.twitter.com/w1CGX7VrVc— Gary Black (@garyblack00) November 21, 2023
Tesla China’s recent round of price increases started on October 27, when the Model Y Performance’s price was raised by RMB 14,000 ($1968). Another price increase was implemented on November 9, though this time, it was for the Model 3 Long Range and Model Y Long Range, which received price increases of RMB 1,500 ($210) and RMB 2,500 ($351), respectively.
On November 14, the Model 3 Rear Wheel Drive and Model Y Rear Wheel Drive were also given a price increase of RMB 1,500 and RMB 2,500, respectively. And just earlier today, the Model Y Long Range’s price was raised by a further RMB 2,000 ($281) before options.
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For years, there have been images and videos across social media platforms that have reminded me of when I was a 15-year-old kid teased by “Xbox 720” videos on YouTube. These videos are of the supposed “Tesla Phone” that Elon Musk was secretly developing in between leading Tesla with its electric cars and SpaceX with its reusable rockets.
Would you buy a Tesla phone ? pic.twitter.com/aaTwvvIJit
— Tesla Owners Silicon Valley (@teslaownersSV) October 6, 2023
Although Musk has put those rumors to bed several times, it was never completely out of the realm that he could get involved in cell phones in some capacity. Think outside the box and more macro-level, though. Instead of reinventing the computer, Musk reinvented connectivity by developing Starlink with SpaceX.
It could be something similar, TD Cowen analyst Gregory Williams said in a note last week, where he hinted SpaceX could be gathering some steam to acquire T-Mobile.
Williams said it would be the “clear choice” for SpaceX if it decided to go through with a network acquisition. He also suggested AT&T.
The move would be possible through selling more of its own stock, which would help SpaceX raise the money to purchase T-Mobile, which would cost roughly $300 billion. It could be one of the moves SpaceX makes post-IPO in terms of an acquisition: it already acquired Cursor AI for $60 billion.
Other analysts, like Dan Ives of Wedbush, believe SpaceX and Tesla will eventually merge into one anyway, and that conglomeration could come as soon as this year, some have said.
The implications of SpaceX purchasing T-Mobile are massive. A combined entity would create a truly ubiquitous network: T-Mobile’s terrestrial 5G towers and Starlink’s growing constellation of Direct-to-Cell satellites. This would essentially eliminate dead zones across the U.S. and potentially globally.
SpaceX would instantly become a full-scale facilities-based carrier with satellite differentiation; a huge advantage. This would pressure AT&T and Verizon heavily.
There are also concerns like a potential reduction in long-term competition, and of course, a deal of that size would face intense scrutiny from government agencies.
The strategic fit is compelling due to the existing Starlink–T-Mobile partnership and complementary technologies (space + terrestrial). It could create a dominant integrated communications player. However, the regulatory, financial, and execution hurdles are enormous — this remains highly speculative with no indication SpaceX is actively pursuing it right now.
Tesla revealed a major new Cybercab detail in a guide it released for First Responders, showing new territory in its beliefs and intentions for the ride-hailing-focused vehicle that entered production in April.
The First Responders Guide is released to give fire departments, paramedics, and other emergency personnel the proper guidance on what to do in the event of an accident, entrapment, or other situation that would require immediate attention.
On one of the pages of the First Responders Guide, Tesla revealed a stark detail about the Cybercab, which could help personnel enter the vehicle more easily in case of an emergency.
Tesla Cybercab has one important piece that AI4 cars might need for FSD
It shows Tesla has no intention of releasing any Cybercab units that were initially proposed for ride-hailing services for the general public with any manual controls, meaning a steering wheel or pedals:
“A Cybercab equipped with steering wheel, brake pedal, and an acceleration pedal is typically an engineering or test vehicle, and operates at SAE Level 2 autonomy. Cybercab is not typically equipped with a steering wheel or acceleration and brake pedals.”
New official Cybercab documentation from Tesla:
“A Cybercab equipped with steering wheel, brake pedal, and an acceleration pedal is typically an engineering or test vehicle, and operates at SAE Level 2 autonomy. Cybercab is not typically equipped with a steering wheel or… https://t.co/P6ut1mZyzr pic.twitter.com/yq6skl9s2J
— Sawyer Merritt (@SawyerMerritt) June 27, 2026
This is a major development for those who continue to believe Tesla planned to release the Cybercab with any sort of manual controls so that passengers could take over if needed. However, when Tesla started manufacturing production versions of the Cybercab in Giga Texas earlier this year, they were spotted without a steering wheel or pedals.
It essentially confirms the company has no intentions of bringing manual controls to the car’s production versions. Some have argued that the likelihood of Tesla having something
There still are some Cybercab units out there with a steering wheel and pedals, and as Tesla said, these cars are engineering or test vehicles, which have Safety Monitors on board to help the car out of a precarious situation or emergency.
Tesla released the Full Self-Driving v14 ‘Lite’ suite to owners of Hardware 3 or AI3 vehicles today, adding several new features to the vehicles that were once believed to be capable of unsupervised self-driving.
Now, Tesla has released this modified suite to older Tesla vehicles, adding plenty of new features and capabilities.
Here are the full release notes for the suite:
- Distilled the intelligence from HW4 V14 into HW3. This allows HW3 to directly learn how to handle scenarios using HW4 V14 as a guide. This process unlocks the improvements that have been made to HW4 including Reinforcement Learning (RL) and offline models for HW3.
- Improved both proactive and reactive responsiveness across a wide variety of categories including navigation handling, merges and forks, pedestrian interactions, traffic lights, and vehicle cut-in scenarios.
- Improved general comfort in nominal scenarios through fewer false slowdowns, smoother steering and more consistent lane centering.
- Introduced parking, unparking, and reversing capabilities.
- Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, or at the Curbside.
- Speed Profiles are now available at all times, to further customize driving style preference.
These improvements, according to Tesla’s Head of AI, Ashok Elluswamy, help distill the driving behavior from AI4’s v14 series into both the camera and compute configurations of AI3.
Tesla Full Self-Driving v14 ‘Lite’ for older cars finally gets released
He added:
“It includes destination options and speed profiles on city roads, but more importantly significantly improved safety. We hope you’ll enjoy it, once the build ships wide.”
FSD v14 Lite is now rolling out to AI3 early-access customers. Based on the feedback, will rollout to more customers over the next few weeks.
This build distills the driving behavior from AI4’s v14 series into both the camera and compute config of AI3. It includes destination…
— Ashok Elluswamy (@aelluswamy) June 29, 2026
Tesla will continue to roll out the v14 Lite suite more widely in the coming weeks, the company said.
Tesla Phone? Not quite, but close: analyst
Tesla reveals huge Cybercab detail in new guide for First Responders
