A survey conducted by Dan Ives has found a spike in interest in Tesla vehicles in China following the recent price cuts.
The Tesla price cuts were not taken well in China, with hundreds of previous buyers storming Tesla showrooms, demanding the automaker make amends for the abrupt price change. Nonetheless, according to a survey by Dan Ives of the Wedbush Securities investing firm, interest in the brand has spiked in China despite the outrage.
According to the survey conducted by Mr. Ives, initially reported by Barrons, “Our survey found that 76% of EV Chinese consumers are considering buying a Tesla in 2023, with the nearest domestic competitors BYD in second place followed by NIO in third place.” This data coming only days after the China Merchants Bank International announced that Tesla sales had skyrocketed according to its payment data. Furthermore, this renewed interest in the Tesla brand is backed up by the ordering times listed on the Tesla China website.
Order times for the base model Tesla Model 3 and Model Y extend roughly a month, while the long-range trims for both vehicles have been pushed out even further. And while Performance variants of both models have remained fairly unaffected by the new demand, if the recent trend is anything to go by, this lull may not last very long.
The surge in demand has even extended outside of China as well. Late last week, it was found that order times for the Tesla Model 3 and Model Y in Germany have been pushed out by a similar amount as their Chinese counterparts. While even here in the United States, wait times for most Model 3 trims extend into next month, while Model Y customers have reported wait times as long as multiple months.
Following this recent surge in demand, investors have responded in turn, ending the week with a rare positive movement for the Tesla stock, up nearly 5% on Friday and up almost 15% over the week. It’s no wonder many now believe this is the beginning of a larger rebound for the automaker. Though it should be noted that with the consumer price index’s recent gradual decline, many stocks, including those in the automotive industry, also saw their stocks recover towards the end of this week.
But outside of Tesla and its customers, perhaps the most significant change that has occurred following the American automaker’s move is the reaction of other brands. In the second half of last year, many automakers followed the steps of Tesla by raising prices for the new electric models. Most infamously, the bastion of affordable electric trucks, the Ford F150 Lightning, saw its Pro trim balloon above $50,000 for the first time. However, many automakers have now been forced to follow Tesla, cutting prices to remain competitive.
The most aggressive price cuts by other brands following Tesla have been seen in China, where Tesla implemented its price cut first. Still, many analysts anticipate that these price cuts will come to Western markets in the coming month(s) as the increasingly competitive EV market pushes prices lower for the first time in a long time.
William owns Tesla stock but is not invested in any Wedbush products, nor are his funds managed by the firm.
What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!
Tesla Robotaxi services in Austin have been operating since last Summer, but Tesla has admittedly been delayed in its expansion of the geofence, fleet size, and other details in a bid to prioritize safety as new technology rolls out.
But those barriers are being broken with new guardrails being removed from the program.
Tesla has achieved a significant advancement in its autonomous ride-hailing program. As of May 4, the Robotaxi fleet in Austin, Texas, has begun operating unsupervised during evening hours for the first time. This expansion moves beyond previous limitations that restricted unsupervised service to daylight hours, typically ending in mid-afternoon.
Tesla Robotaxi in Austin is operating unsupervised in the evenings for the first time today.
Previously in Austin, unsupervised operation ended mid-afternoon
— Robotaxi Tracker (@RtaxiTracker) May 4, 2026
The change brings Austin in line with operations in Dallas and Houston. Those cities have supported evening unsupervised runs since their initial launches in April, and both recently received additions of new unsupervised vehicles to their fleets. This coordinated progress across Texas strengthens Tesla’s regional presence and provides a broader testing ground for the technology.
This milestone carries substantial weight in the development of autonomous vehicles. Extending operations into low-light conditions meaningfully expands the Robotaxi’s operational design domain (ODD)—the specific environments and scenarios in which the system is approved to operate safely without human intervention.
Nighttime driving presents unique technical demands: diminished visibility, headlight glare from oncoming traffic, reduced contrast for identifying pedestrians and lane markings, and greater variability in camera sensor exposure.
Tesla’s pure vision approach, powered by neural networks trained on vast real-world datasets rather than lidar or pre-mapped routes, must handle these variables reliably. Demonstrating consistent unsupervised performance after sunset validates the robustness of the end-to-end AI stack and its ability to generalize across diverse lighting conditions.
Beyond technical validation, the expansion holds important operational and economic implications. Evening hours often coincide with peak urban demand for rides, including commutes, dining, and entertainment outings.
Enabling service during these periods increases daily vehicle utilization, allowing each Robotaxi to generate more revenue while gathering additional high-value training data. Higher utilization accelerates the virtuous cycle of data collection, model improvement, and further ODD growth.
Looking ahead, this step paves the way for more ambitious rollouts. Success in low-light environments positions Tesla to pursue near-24-hour operations, potentially integrating highways and expanding into varied weather patterns. Regulators worldwide frequently demand evidence of safe performance across day-night cycles before granting wider approvals.
Proven capability in Texas could expedite deployments in planned cities such as Phoenix, Miami, Orlando, Tampa, and Las Vegas during the first half of 2026.
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Moreover, scaling evening service supports Tesla’s long-term vision of a high-efficiency robotaxi network. Greater fleet productivity lowers the cost per mile, making autonomous mobility more accessible and competitive against traditional ride-hailing.
As the company iterates on software updates informed by nighttime data, reliability is expected to compound rapidly, unlocking denser urban coverage and longer-distance trips.
In summary, the introduction of an unsupervised evening Robotaxi service in Austin represents more than an incremental schedule adjustment. It signals a critical maturation of the underlying technology and sets the foundation for broader geographic and temporal expansion.
With Texas operations gaining momentum, Tesla is steadily advancing toward transforming urban transportation at scale.
Cybertruck
Tesla Cybercab just rolled through Miami inside a glass box
Tesla paraded a Cybercab in a glass display at Miami’s F1 Grand Prix event this week.
Tesla set up an “Autonomy Pop-Up” at Lummus Park in Miami Beach from April 29 through May 3, 2026, embedded within the official F1 Miami Grand Prix Fan Fest. The centerpiece was a Cybertruck towing the Cybercab inside a glass display case marked “Future is Autonomous,” rolling through the beachfront crowd.
Miami is on Tesla’s confirmed list of cities for robotaxi expansion in the first half of 2026, making the promotion a strategic promotion that lays groundwork in a target market.
This was not Tesla’s first time using Miami as a showcase city. In December 2025, Tesla hosted “The Future of Autonomy Visualized” at its Miami Design District showroom, coinciding with Art Basel Miami Beach. That event featured the Cybercab prototype and Optimus robots interacting with attendees. The F1 pop-up this week marks Tesla’s return to Miami and follows a pattern Tesla has been running since early 2026. Just two weeks before Miami, Tesla stationed Optimus at the Tesla Boston Boylston Street showroom on April 19 and 20, directly on the final stretch of the Boston Marathon, letting tens of thousands of runners and spectators meet the robot for free, generating massive earned media at zero advertising cost.
Tesla is sending its humanoid Optimus robot to the Boston Marathon
Tesla has confirmed plans to expand its robotaxi service to seven cities in the first half of 2026, including Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas, building on the unsupervised service already running in Austin. Musk has said he expects robotaxis to cover between a quarter and half of the United States by end of year. On the production side, Musk told shareholders that the Cybercab manufacturing process could eventually produce up to 5 million vehicles per year, targeting a cycle time of one unit every ten seconds. Scaling robotaxis to 10 million operational units over the next ten years is a key condition of his compensation package, alongside selling 20 million passenger vehicles.
As for the Cybercab’s price, Musk has said buyers will be able to purchase one for under $30,000, with an average operating cost around $0.20 per mile. Whether those numbers hold through full production remains to be seen.
Cybercab at F1 Fan Fest in Miami
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Tesla Semi gets new product launch as mass manufacturing hits Plaid Mode
While the 1.2 MW Megacharger handles quick 30-minute en-route boosts, the Basecharger serves as a reliable overnight solution for longer dwell times at warehouses, distribution centers, fleet yards, and even, potentially, homes.
The Tesla Semi is getting a new production launch as mass manufacturing on the all-electric truck is gearing up to hit Plaid Mode.
Tesla has introduced a game-changing addition to its commercial charging lineup with the new 125 kW Basecharger for Semi. Launched this week as part of the new “Semi Charging for Business” program, this compact unit is purpose-built for depot and overnight charging of Tesla Semi trucks.
While the 1.2 MW Megacharger handles quick 30-minute en-route boosts, the Basecharger serves as a reliable overnight solution for longer dwell times at warehouses, distribution centers, fleet yards, and even, potentially, homes.
Our new 125 kW Basecharger is designed for longer dwell times and overnight charging of Semis. It’s the “home charging” for heavy-duty fleets.
It features a fully integrated design that eliminates the need for a separate AC-to-DC cabinet, simplifying installation. The 6 meter… https://t.co/ovy1C4PsRW pic.twitter.com/vBUCNMzs57
— Tesla Charging (@TeslaCharging) May 1, 2026
Delivering up to 60 percent of the Semi’s range in roughly four hours, perfect for overnight top-ups during mandated driver rest periods or while trucks are loaded or unloaded. Its fully integrated design eliminates the need for bulky separate AC-to-DC cabinets.
Tesla engineers tucked one of the power modules from a V4 Supercharger Cabinet directly inside the sleek post, resulting in a compact footprint. It also features a six-meter cable for layout flexibility. This is one thing that must have been learned through the V4 Supercharger rollout.
Installation and operating costs drop dramatically thanks to daisy-chaining. Up to three Basechargers can share a single 125 kVA breaker, slashing electrical infrastructure requirements. The unit outputs 150 amps continuous across an 180–1,000 VDC range, matching the Semi’s high-voltage architecture while supporting the MCS 3.2 standard.
Tesla Semi sends clear message to Diesel rivals with latest move
Priced from $40,000 for a minimum order of two units, the Basecharger is far more affordable than the $188,000 Megacharger setup for two posts. Deliveries begin in early 2027. Buyers also receive Tesla’s full network-level software, remote monitoring, maintenance, and a guaranteed 97 percent or higher uptime—critical for fleet reliability.
This launch arrives as Tesla accelerates high-volume Semi production at its Nevada factory, targeting 50,000 units annually. By pairing affordable depot charging with ultra-fast highway options, Tesla removes one of the biggest obstacles to electrifying Class 8 trucking: infrastructure cost and complexity.
Fleet operators stand to gain lower electricity rates during off-peak hours, dramatically reduced maintenance compared to diesel, and quieter yards at night. The Basecharger isn’t just another charger—it’s the practical bridge that makes large-scale electric semi adoption economically viable.
With the Basecharger handling “home” duties and Megachargers powering the road, Tesla is delivering a complete ecosystem that could finally tip the scales toward zero-emission freight. For trucking companies ready to go electric, the future just got a whole lot more charger-friendly.
Tesla Robotaxi service in Austin achieves monumental new accomplishment
Tesla Cybercab just rolled through Miami inside a glass box
