Data released by the China Passenger Car Association (CPCA) has revealed that Tesla sold a total of 55,215 vehicles in the domestic Chinese market in May 2024. This represents a year-over-year gain of 29.89% from the 42,508 vehicles sold in May 2023 and a month-over-month increase of 75.73% from the 31,421 cars that were sold in April 2024.
Tesla China’s exports, which were listed at 17,358 units in May 2024, represented a 50.67% year-over-year decrease from the 35,187 vehicles that were exported in May 2023 and a 43.54% month-over-month drop from the 30,746 that were exported in April 2024, as noted in a report from CNEV Post. This trend is quite unsurprising as Tesla tends to focus on the domestic Chinese market during the final month of a quarter.
We now have the export and local sales split for May in China. ??
Tesla exported 17,358 cars. The lowest since November last year.
Local sales in China were 55,215. Up 29% year-over-year. https://t.co/QUzR8FRAfp pic.twitter.com/hdn4chI7id— Roland Pircher (@piloly) June 11, 2024
Of the 72,573 vehicles sold wholesale by Tesla China in May, 45,359 units were Model Y crossovers. This suggests that last month, the Model Y accounted for 62.5% of the electric vehicle maker’s wholesale figures in China. The Model 3 sedan, on the other hand, represented 37.5% of Tesla China’s wholesale figures in May 2024, accounting for 27,214 units.
Overall, China’s sales of New Energy Vehicles (NEVs) were listed at 804,000 units in May 2024, which represents a 38.64% year-over-year and a 18.75% month-over-month increase. The country’s Battery Electric Vehicle (BEV) segment, on the other hand, was tracked at 495,000 units in May 2024, a 27.58% year-over-year and a 22.16% month-over-month increase.
$TSLA ??
Tesla China's May domestic and export details were released.
• Retail: 55,215
• Export: 17,358 pic.twitter.com/ZkkmHQEfNg— Tsla Chan (@Tslachan) June 11, 2024
With this in mind, Tesla China accounted for 6.87% of the country’s NEV segment. This is a 4.66% improvement compared to April 2024 but a 7.33% decline from the company’s NEV share from May 2023, as per CNEV Post’s estimates. Tesla also accounted for 11.15% of China’s BEV segment in May 2024. This represents a 7.76% month-over-month improvement from April 2024 and a 10.96% improvement from May 2023.
From January to May 2024, Tesla China’s wholesale figures were tracked at 355,616 units, a 7.12% decline compared to the same period last year. Tesla’s drop in the domestic Chinese market is less notable, with the EV maker selling 219,056 units in the domestic automotive market from January to May 2024. Such a number represents a minor 0.38% decline year-over-year.
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Elon Musk
Elon Musk and Tesla AI Director share insights after empty driver seat Robotaxi rides
The executives’ unoccupied tests hint at the rapid progress of Tesla’s unsupervised Robotaxi efforts.
Tesla CEO Elon Musk and AI Director Ashok Elluswamy celebrated Christmas Eve by sharing personal experiences with Robotaxi vehicles that had no safety monitor or occupant in the driver’s seat. Musk described the system’s “perfect driving” around Austin, while Elluswamy posted video from the back seat, calling it “an amazing experience.”
The executives’ unoccupied tests hint at the rapid progress of Tesla’s unsupervised Robotaxi efforts.
Elon and Ashok’s firsthand Robotaxi insights
Prior to Musk and the Tesla AI Director’s posts, sightings of unmanned Teslas navigating public roads were widely shared on social media. One such vehicle was spotted in Austin, Texas, which Elon Musk acknowleged by stating that “Testing is underway with no occupants in the car.”
Based on his Christmas Eve post, Musk seemed to have tested an unmanned Tesla himself. “A Tesla with no safety monitor in the car and me sitting in the passenger seat took me all around Austin on Sunday with perfect driving,” Musk wrote in his post.
Elluswamy responded with a 2-minute video showing himself in the rear of an unmanned Tesla. The video featured the vehicle’s empty front seats, as well as its smooth handling through real-world traffic. He captioned his video with the words, “It’s an amazing experience!”
Towards Unsupervised operations
During an xAI Hackathon earlier this month, Elon Musk mentioned that Tesla owed be removing Safety Monitors from its Robotaxis in Austin in just three weeks. “Unsupervised is pretty much solved at this point. So there will be Tesla Robotaxis operating in Austin with no one in them. Not even anyone in the passenger seat in about three weeks,” he said. Musk echoed similar estimates at the 2025 Annual Shareholder Meeting and the Q3 2025 earnings call.
Considering the insights that were posted Musk and Elluswamy, it does appear that Tesla is working hard towards operating its Robotaxis with no safety monitors. This is quite impressive considering that the service was launched just earlier this year.
Elon Musk
Starlink passes 9 million active customers just weeks after hitting 8 million
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
SpaceX’s Starlink satellite internet service has continued its rapid global expansion, surpassing 9 million active customers just weeks after crossing the 8 million mark.
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
9 million customers
In a post on X, SpaceX stated that Starlink now serves over 9 million active users across 155 countries, territories, and markets. The company reached 8 million customers in early November, meaning it added roughly 1 million subscribers in under seven weeks, or about 21,275 new users on average per day.
“Starlink is connecting more than 9M active customers with high-speed internet across 155 countries, territories, and many other markets,” Starlink wrote in a post on its official X account. SpaceX President Gwynne Shotwell also celebrated the milestone on X. “A huge thank you to all of our customers and congrats to the Starlink team for such an incredible product,” she wrote.
That growth rate reflects both rising demand for broadband in underserved regions and Starlink’s expanding satellite constellation, which now includes more than 9,000 low-Earth-orbit satellites designed to deliver high-speed, low-latency internet worldwide.
Starlink’s momentum
Starlink’s momentum has been building up. SpaceX reported 4.6 million Starlink customers in December 2024, followed by 7 million by August 2025, and 8 million customers in November. Independent data also suggests Starlink usage is rising sharply, with Cloudflare reporting that global web traffic from Starlink users more than doubled in 2025, as noted in an Insider report.
Starlink’s momentum is increasingly tied to SpaceX’s broader financial outlook. Elon Musk has said the satellite network is “by far” the company’s largest revenue driver, and reports suggest SpaceX may be positioning itself for an initial public offering as soon as next year, with valuations estimated as high as $1.5 trillion. Musk has also suggested in the past that Starlink could have its own IPO in the future.
News
NVIDIA Director of Robotics: Tesla FSD v14 is the first AI to pass the “Physical Turing Test”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine.
NVIDIA Director of Robotics Jim Fan has praised Tesla’s Full Self-Driving (Supervised) v14 as the first AI to pass what he described as a “Physical Turing Test.”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine. And just like smartphones today, removing it now would “actively hurt.”
Jim Fan’s hands-on FSD v14 impressions
Fan, a leading researcher in embodied AI who is currently solving Physical AI at NVIDIA and spearheading the company’s Project GR00T initiative, noted that he actually was late to the Tesla game. He was, however, one of the first to try out FSD v14.
“I was very late to own a Tesla but among the earliest to try out FSD v14. It’s perhaps the first time I experience an AI that passes the Physical Turing Test: after a long day at work, you press a button, lay back, and couldn’t tell if a neural net or a human drove you home,” Fan wrote in a post on X.
Fan added: “Despite knowing exactly how robot learning works, I still find it magical watching the steering wheel turn by itself. First it feels surreal, next it becomes routine. Then, like the smartphone, taking it away actively hurts. This is how humanity gets rewired and glued to god-like technologies.”
The Physical Turing Test
The original Turing Test was conceived by Alan Turing in 1950, and it was aimed at determining if a machine could exhibit behavior that is equivalent to or indistinguishable from a human. By focusing on text-based conversations, the original Turing Test set a high bar for natural language processing and machine learning.
This test has been passed by today’s large language models. However, the capability to converse in a humanlike manner is a completely different challenge from performing real-world problem-solving or physical interactions. Thus, Fan introduced the Physical Turing Test, which challenges AI systems to demonstrate intelligence through physical actions.
Based on Fan’s comments, Tesla has demonstrated these intelligent physical actions with FSD v14. Elon Musk agreed with the NVIDIA executive, stating in a post on X that with FSD v14, “you can sense the sentience maturing.” Musk also praised Tesla AI, calling it the best “real-world AI” today.