

News
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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Elon Musk
Elon Musk is setting high expectations for Tesla AI5 and AI6 chips
Musk confirmed this week that Tesla had just completed a design review for AI5.

Elon Musk is setting high expectations for Tesla’s in-house silicon program. As per Musk in a set of recent posts on X, Tesla’s AI5 and AI6 will be game-changing.
Tesla’s AI5 and AI6 are incredibly important for Tesla’s future, which will likely be built on the back of very high-volume products like Optimus and the Cybercab.
Musk sets high expectations
Musk confirmed this week that Tesla had just completed a design review for AI5, which will initially be manufactured by TSMC in Taiwan before production ramps in Arizona. As per Musk, consolidating Tesla’s chip design efforts into one architecture has allowed the company to focus its silicon talent on delivering a single high-performance platform.
“Just had a great design review today with the Tesla AI5 chip design team! This is going to be an epic chip. And AI6 to follow has a shot at being the best (by) AI chip by far. Switching from doing 2 chip architectures to 1 means all our silicon talent is focused on making 1 incredible chip. No-brainer in retrospect,” Musk wrote in his post.
In a follow-up post, the CEO also stated that the company’s upcoming AI5 chip “will probably be the best inference chip of any kind” for models below ~250 billion parameters, with the “lowest cost silicon and best performance per watt.” Musk added that AI6, which follows AI5, “has a shot at being the best AI chip by far.”
AI6 as Dojo’s successor
While AI5 is nearing production, Musk has also pointed to AI6 as Tesla’s next major target. The chip will be manufactured at Samsung’s upcoming Texas facility, part of a multibillion-dollar deal to support Tesla’s next-generation products such as the Cybercab and the Optimus humanoid robot. Musk also noted that AI6 could effectively replace Project Dojo as Tesla’s training platform, given its potential for both inference and training workloads.
Industry veterans have echoed this view, with former Apple and Rivian engineer Phil Beisel suggesting that “AI6 is now Dojo.” Musk appeared to agree, responding with a “bullseye” emoji. Musk has also noted on X that he would personally be walking the line in Samsung’s upcoming AI6 factory in Texas, to make sure that the facility’s output is accelerated according to Tesla’s requirements.
Elon Musk
Elon Musk: Neuralink could restore partial vision to the blind next year
The executive posted the update on social media platform X.

Elon Musk has suggested that Neuralink could attempt to restore limited sight to visually impaired patients as early as 2026.
The executive posted the update on social media platform X amid news of Neuralink’s first successful Telepathy implants outside the United States.
Blindsight trials
In a response to a post from Neuralink’s official X account about its first Canadian patients, Musk wrote that the company is “Aiming to restore (limited) sight to the completely blind next year.” The update was well-received on social media, as the device would most likely provide notable quality of life improvements to patients. Neuralink’s current implant, Telepathy, is already changing lives today, and the same will likely be true for Blindsight.
This was not the first time that Musk has provided an update to Neuralink’s Blindsight trials. Earlier this year, Musk told the Qatar Economic Forum that the first human implantation of Blindsight could occur early 2026, potentially in the United Arab Emirates. Neuralink has explored collaboration with the Cleveland Clinic Abu Dhabi to perform the initial surgery. Blindsight has also received a “breakthrough device” designation from the US FDA, hinting at the implant’s development.
Blindsight’s potential
Musk has previously described Blindsight as Neuralink’s brain-computer interface (BCI) designed to restore vision. During Neuralink’s 2022 Show & Tell event, Musk stated that Blindsight would target the brain’s visual cortex, bypassing damaged eyes entirely to generate visual perception. This means that vision could be restored even for people who were born blind.
“The first two applications we’re going to aim for in humans are restoring vision, and I think this is notable in that even if someone has never had vision ever, like they were born blind, we believe we can still restore vision. The visual part of the cortex is still there. Even if they’ve never seen before, we’re confident they could see,” Musk said.
News
Sweden Mediation Institute throws in the towel on Tesla vs IF Metall union conflict
After nearly two years, the union’s strike has become the country’s longest labor dispute to date.

Sweden’s Mediation Institute has formally ended its efforts to resolve the conflict between Tesla Sweden and trade union IF Metall. After nearly two years, the union’s strike has become the country’s longest labor dispute to date.
Launched 677 days ago by the IF Metall union, the strike was intended to push Tesla Sweden into signing a collective agreement. Tesla Sweden, however, remained firm, maintaining that its working conditions are already better than union standards.
Mediation Institute withdraws
The state-run Mediation Institute, which had been involved early in the strike, confirmed this week that it was officially closing the case. The two parties have had several meetings, but neither side has been able to come to an agreement.
Director General Irene Wennemo described the effort as unprecedented in difficulty in a comment to Ekot. “We have tried in every possible way to get the parties to come closer to each other in a way that allows this conflict to end. But now we have come to the end of the road and have realized that it is just as good to end the case,” she told the Swedish outlet.
Union signals flexibility
The mediators noted in their final report that Tesla Sweden had limited authority in the talks, with key decisions appearing to rest with executives in the United States. The situation, they stated, created barriers to compromise that made the conflict “unlike anything else.” Tesla has maintained throughout that its Swedish workers already receive strong benefits and protections without the need for a formal collective agreement, as noted in a CarUp report.
IF Metall, for its part, has begun hinting that it was open to alternatives. This was highlighted by Union Chair Marie Nilsson, who noted that while the preferred outcome of the country’s longest strike in history is a signed agreement, “other alternative solutions” are now on the table. “You can do it in different ways. The easiest thing would be to sign a collective agreement. But when that is not possible, we have to find other alternative solutions as well, so we are open to discussion,” the union official stated.
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