Tesla is looking for a Chief Designer to oversee its production of China-specific model releases in the country. The company’s efforts to open a Design Studio in China have been well-known, but the search for someone to help design cars that will be geared toward the Chinese market in specific continues.
Tesla has been manufacturing its electric vehicles in China since late 2019, while the first public deliveries began in January 2020. Since then, the automaker has seen overwhelming growth, which has been driven by incredible demand in China. The Tesla Model 3 is coming off of a highly-successful 2020 where it dominated sales figures for the full year. The Model Y also began production in late 2020 in Shanghai at its manufacturing plant, but the two cars are not all the company has in its plans.
Sources familiar with Tesla’s operation in China told Reuters that the company had started a full-fledged search to find the person who will design China-geared designs moving forward. According to the sources, recruiters and human resources representatives have worked diligently for four months to find a “bi-cultural” candidate with at least 20 years of experience. It will require a subjective sense of automotive design and familiarity with Chinese tastes. Even though Tesla has done relatively well in the Chinese market with its cars, the company plans to attack the market with designs that will speak to local citizens, which should drive sales figures through the roof.
A handful of potential candidates have been interviewed by Franz von Holzhausen, Tesla’s Chief Designer, but it is unknown how many people Tesla has talked to thus far.
In June 2020, Teslarati reported that Tesla was requesting that everyone, regardless of design experience or automotive craftsmanship, design an all-electric car that would appeal to China’s masses. “Even if you are not a car designer, you are welcome to submit. It’s more than just a car designed for you,” Tesla stated. “Please think of China in your Tesla design work.”
This request from the automaker followed a January 2020 Reuters report that revealed Tesla’s plans to design a “Chinese-style” vehicle.
Tesla is coming off its biggest year as a company, successfully delivering 499,650 of its over 509,000 produced cars. Q4 2020 was the company’s biggest quarter yet in terms of production and deliveries, as the company worked diligently to attain the 500,000 vehicle guidance it set for itself well before the COVID-19 pandemic slowed production lines.
Chinese-Style Tesla Vehicles (Source: Tesla China WeChat)
The mission to increase the number of EVs on the road is far from over for Tesla. Now, it seems the automaker will begin adapting body styles to every market, looking to cater to each consumer base individually, instead of planning to release a universally-accepted vehicle that doesn’t require revisions. While Tesla’s cars have been successful in countries other than the U.S., there is still work to be done. With more cars on the road in China than any other country globally, focusing on China could ultimately lead to long-term success for Tesla and may lead to a more prolonged domination of the sector than originally anticipated. CEO Elon Musk has openly stated that other companies will catch up in terms of EV development, but Tesla would be able to remain in their lead due to manufacturing efficiencies.
Once a Chief Designer is hired, Tesla will begin to build a team that will turn renderings into clay models. This will eventually lead to new EV designs being built and a broader range of body styles for consumers to choose from.
It is unclear if the development of new Chinese designs has anything to do with the $25,000 vehicle that Tesla plans to manufacture in China soon. Tesla detailed this vehicle at the company’s Battery Day event in September, where Musk stated that a $25k, fully autonomous car would be available in 3-5 years.
Right now, China is swallowing up demand for small, compact cars, even if they are not electric. The Toyota Corolla and Volkswagen Golf are two of the most popular, and Shanghai-based consultancy group Automotive Foresight says that a compact vehicle could be Tesla’s key to dominating the country and beyond. “A compact Tesla car would do well in China, as well as the rest of Asia and Europe,” Automotive Foresight’s Yale Zhang said. “It could potentially put a serious dent in sales of cars like Toyota’s Corolla and the Volkswagen Golf.”
Elon Musk tends to use social media platform X as his personal platform to express himself, so much so that critics tend to allege that the CEO is no longer serious about his numerous companies.
As per Musk, he is still very much in wartime CEO mode, despite all the jokes and fun posts about Ani on X.
Elon Musk leads several prolific companies, much more than the average CEO. And while Tesla is the only publicly traded entity that he currently leads, Musk is so visible that everyone across the internet pretty much has a strong opinion of him one way or another. For his longtime supporters and followers, however, what truly matters is if Musk is locked in.
Considering that Elon Musk’s feed on X has recently been filled with AI imagery, a good portion of which involve AI-rendered women, some X users have expressed concerns that the CEO may be losing focus once more. Musk responded to one such user by highlighting his very busy schedule and his numerous active projects.
Needless to say, Elon Musk is still locked in. He is still in “wartime CEO” mode.
As per the CEO, even his recent AI posts about AI are “part of a broader vision and strategy.” He also highlighted that SpaceX’s Starship Flight 10 is launching in a few days, xAI’s Grok 5 is starting its training next month, and Tesla’s Autopilot V14 is also coming next month. As per Musk, “long-term strategy is compelling.”
Elon Musk’s comments are quite accurate. While he may seem to spend all his time on X, after all, he is very much still neck-deep in all his companies’ projects. There is a reason why Musk became known as a visionary, and a lot of it is because he really is intimately involved in all of his companies’ projects.
News
Tesla watchers spot mysterious castings at Fremont Factory
The castings seem to be quite new, as they do not seem to match any of the castings that are currently being used for the Model Y.
A recent flyover of the Fremont Factory has triggered speculations about Tesla’s ongoing initiatives that are yet to be unveiled publicly. This was hinted at by the sighting of some apparent vehicle castings around the factory that have never really been observed before.
A Fremont Factory flyover
In a recent update, drone operator Met God in Wilderness, who has been chronicling the progress and developments of the Fremont Factory for years, shared some footage from his August 14, 2025 flyover. Based on the video, the Fremont Factory seemed very much alive. Vehicles were being pumped out of the factory, and a rather interestingly covered car could be seen going around the test track.
What is quite fascinating about the footage from the Fremont Factory is the fact that the vehicles that were moving from the production line to the outbound logistics lot are not driven manually anymore. As per Tesla in previous updates, vehicles produced at the Fremont Factory navigate to the outbound logistics lot on their own using Unsupervised FSD.
Mysterious castings
Perhaps most interestingly, the drone operator also managed to capture some footage of some castings that were being gathered just outside one of the facility’s sprung structures. These castings seem to be quite new, as they do not seem to match any of the castings that are currently being used for the Model Y. This has brought speculations suggesting that the new components, which seem smaller than standard Model Y megacasts, may be for a different, perhaps more compact, vehicle.
As per Tesla in its second quarter earnings call, the company actually started the initial production of more affordable models sometime in June. These vehicles, as per Elon Musk, will be made available for consumers in the fourth quarter. “Given that we started in North America and that our goal is to maximize production with higher rates by the end of Q3, we’re going to keep pushing hard on our current models to avoid complexity… We’ll be running with the more affordable models available for everyone in Q4,” Musk said.
Watch the recent drone footage of the Fremont Factory in the video below.
Investor's Corner
Shareholder group urges Nasdaq probe into Elon Musk’s Tesla 2025 CEO Interim Award
The SOC Investment Group represents pension funds tied to more than two million union members, many of whom hold shares in TSLA.
An investment group is urging Nasdaq to investigate Tesla (NASDAQ:TSLA) over its recent $29 billion equity award for CEO Elon Musk.
The SOC Investment Group, which represents pension funds tied to more than two million union members—many of whom hold shares in TSLA—sent a letter to the exchange citing “serious concerns” that the package sidestepped shareholder approval and violated compensation rules.
Concerns over Tesla’s 2025 CEO Interim Award
In its August 19 letter to Nasdaq enforcement chief Erik Wittman, SOC alleged that Tesla’s board improperly granted Musk a “2025 CEO Interim Award” under the company’s 2019 Equity Incentive Plan. That plan, the group noted, explicitly excluded Musk when it was approved by shareholders. SOC argued that the new equity grant effectively expanded the plan to cover Musk, a material change that should have required a shareholder vote under Nasdaq rules.
The $29 billion package was designed to replace Musk’s overturned $56 billion award from 2018, which the Delaware Chancery Court struck down, prompting Tesla to file an appeal to the Delaware Supreme Court. The interim award contains restrictions: Musk must remain in a leadership role until August 2027, and vested shares cannot be sold until 2030, as per a Yahoo Finance report.
Even so, critics such as SOC have argued that the plan does not have of performance targets, calling it a “fog-the-mirror” award. This means that “If you’re around and have enough breath left in you to fog the mirror, you get them,” stated Brian Dunn, the director of the Institute for Comprehension Studies at Cornell University.
SOC’s Tesla concerns beyond Elon Musk
SOC’s concerns extend beyond the mechanics of Musk’s pay. The group has long questioned the independence of Tesla’s board, opposing the reelection of directors such as Kimbal Musk and James Murdoch. It has also urged regulators to review Tesla’s governance practices, including past proposals to shrink the board.
SOC has also joined initiatives calling for Tesla to adopt comprehensive labor rights policies, including noninterference with worker organizing and compliance with global labor standards. The investment group has also been involved in webinars and resolutions highlighting the risks related to Tesla’s approach to unions, as well as labor issues across several countries.
Tesla has not yet publicly responded to SOC’s latest letter, nor to requests for comment.
The SOC’s letter can be viewed below.
Elon Musk confirms he’s still in wartime CEO mode
Tesla watchers spot mysterious castings at Fremont Factory
Shareholder group urges Nasdaq probe into Elon Musk’s Tesla 2025 CEO Interim Award
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