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Tesla denies rebate to China buyers who bought cars hours before discount offer

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Tesla has denied that it will offer a rebate to customers in China who bought cars as little as hours before the automaker offered a steep discount to encourage sales.

On Tuesday, dozens of Tesla owners showed up at a vehicle delivery center in Shanghai, protesting the company’s decision not to offer a rebate. Similar pleads occurred in Henan, Wuxi, and Hangzhou, Reuters said.

Tesla slashed prices in China with a steep discount on January 6. Prices decreased by as much as 13.5 percent, and buyers who signed purchasing agreements just hours before Tesla announced the discount hoped to receive a rebate. It turns out Tesla denied this request, and the company had stated on Saturday that it had no plans to offer compensation to buyers who missed out on the sale.

Some owners stated they canceled reservations with other automotive brands to purchase a Tesla. Others said Tesla salespeople “misled” customers by telling them they should finalize their orders or face the possibility of higher prices later.

Tesla customers in China storm showrooms protesting missed discount

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One owner said they lost 20,000 yuan ($2,953.29) in a matter of hours due to the price changes.

Tesla offered hefty discounts in the United States at the end of 2022 to encourage sales. The automaker offered discounts of as much as $7,500 off of Model 3 and Model Y units. Tesla has continued to offer similar discounts and incentive programs in other countries, like Singapore.

Ultimately, missing a sale by mere hours is never a great feeling. When it comes to a car that costs tens of thousands of dollars, it is even more of a disappointment, especially if the owners felt they were encouraged to commit to the vehicle.

Tesla faced softer vehicle delivery figures in China in December compared to November. However, reports are circulating that Tesla’s discounts in China are affecting other brands.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla extends FSD Supervised ride-alongs in Europe by three months

Needless to say, it does appear that FSD fever is starting to catch in Europe. 

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Credit: Grok Imagine

Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand. 

Needless to say, it does appear that FSD fever is starting to catch in Europe. 

Extended FSD demonstrations

Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.

He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”

Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026. 

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Building momentum for European approval

Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.

Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads. 

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Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026

Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.

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Credit: Tesla China

The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026. 

This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026. 

Model Y L estimated delivery dates

The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year. 

Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.

Model Y demand in China

Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.

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Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China. 

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Elon Musk

NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief

“And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.”

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Credit: NVIDIA

NVIDIA CEO Jensen Huang appeared on the Joe Rogan Experience podcast on Wednesday and commended Tesla CEO Elon Musk for his early belief in what is now the most valuable company in the world.

Huang and Musk are widely regarded as two of the greatest tech entrepreneurs of the modern era, with the two working in conjunction as NVIDIA’s chips are present in Tesla vehicles, particularly utilized for self-driving technology and data collection.

Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI

Both CEOs defied all odds and created companies from virtually nothing. Musk joined Tesla in the early 2000s before the company had even established any plans to build a vehicle. Jensen created NVIDIA in the booth of a Denny’s restaurant, which has been memorialized with a plaque.

On the JRE episode, Rogan asked about Jensen’s relationship with Elon, to which the NVIDIA CEO said that Musk was there when nobody else was:

“I was lucky because I had known Elon Musk, and I helped him build the first computer for Model 3, the Model S, and when he wanted to start working on an autonomous vehicle. I helped him build the computer that went into the Model S AV system, his full self-driving system. We were basically the FSD computer version 1, and so we were already working together.

And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.

He goes ‘You know what, I have a company that could really use this.’ I said, Wow, my first customer. And he goes, it’s an AI company, and it’s a nonprofit and and we could really use one of these supercomputers. I boxed one up, I drove it up to San Francisco, and I delivered it to the Elon in 2016.”

The first DGX-1 AI supercomputer was delivered personally to Musk when he was with OpenAI, which provided crucial early compute power for AI research, accelerating breakthroughs in machine learning that underpin modern tools like ChatGPT.

Tesla’s Nvidia purchases could reach $4 billion this year: Musk

The long-term alliance between NVIDIA and Tesla has driven over $2 trillion in the company’s market value since 2016.

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