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Tesla China gets golden opportunity to break new ground with Model 3 Long Range
Just recently, Tesla updated its Model 3 configurator in China to include the locally-produced Long Range RWD and Dual Motor Performance. With this, Tesla has begun an initiative to transition its entire Model 3 sales in China to vehicles that are produced locally. Such a strategy could pay off in spades for the electric car maker, especially considering an ongoing push from the Chinese government to boost the country’s automotive market.
China’s auto market has taken a beating this year, and the lockdowns due to the coronavirus outbreak did not help one bit. As noted by CNN Business in a recent report, China would have sold over 6 million cars by now on an average year, but so far, the country has only sold 3.7 million this 2020. This drop was highlighted by the China Association of Automobile Manufacturers (CAAM), which stated that Q1 auto sales have declined 42% year-over-year.
A huge culprit for this, of course, is the coronavirus outbreak. The country saw a massive 79% drop in February, primarily because of multiple cities going on mandatory lockdowns due to the pandemic. The decline in the local automotive sector was felt by China as a whole, as the industry plays a crucial role in the country’s economy. Over 40 million people rely on the car market for jobs, and the automotive segment generates about 10% of China’s manufacturing output.
Amidst these challenges, the CAAM emphasized in a statement on Friday that while automakers restart production, the industry’s “primary issue” and “urgent need” is to boost raw vehicle sales. The country aims to accomplish this in several ways. Beijing, for example, announced last month that it would extend subsidies and tax breaks for new energy vehicles. At least a dozen provinces have also ramped up their cash subsidies for auto purchases, with some offering as much as $1,400 per car.
If Tesla can take advantage of this momentum, the electric car maker’s China division would have the potential to significantly soften the blow that the company will be experiencing this year due to the coronavirus pandemic. Tesla’s American plants like the Fremont factory and Gigafactory New York have been temporarily shut down, after all, but Gigafactory Shanghai, which produces the Made-in-China Model 3, is already back to full operations. Even more impressive is the fact that Giga Shanghai is actually hitting new milestones, with the facility recently reaching a production rate of 3,000 vehicles per week.
China’s auto market is a highly competitive arena, and only carmakers that are aggressive enough thrive. Fortunately, Tesla China seems to be up to the task, pricing the new Model 3 Long Range RWD variant at about $48,000. The Model 3 Standard Range Plus has also made quite an impact since starting consumer deliveries earlier this year. Tesla China’s sales rose to 10,160 cars in March thanks to the locally-made Model 3 SR Plus, up from the 3,900 units that were sold in February.
While the year will be challenging for China’s auto market, it may be far too early to discount the country’s chances this year just yet. As noted by the China Passenger Car Association (CPCA), the need to drive children to and from school is a significant motivator for consumers to purchase cars. Fortunately, schools are expected to reopen in the country this spring and summer. Apart from this, CPCA Secretary General Cui Dongshu also mentioned that the country’s Labor Day holiday in May will last longer than it has been in over a decade. This presents an opportunity for more car sales, as potential buyers may have a desire to travel over the upcoming long holiday. Both of these opportunities are ripe for the picking for Tesla, provided that the electric car maker is up for the challenge.
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Tesla influencers argue company’s polarizing Full Self-Driving transfer decision
Tesla maintains it will honor transfers for orders with initial delivery windows before the deadline and offers full deposit refunds otherwise, citing longstanding fine print that the program is “subject to change at any time.”
Tesla’s decision to tighten its Full Self-Driving (FSD) transfer promotion has ignited fierce debate among owners and enthusiasts.
The company quietly updated its terms in late February 2026, changing the eligibility from “order by March 31, 2026” to “take delivery by March 31, 2026.”
What began as a flexible incentive to boost sales, allowing buyers to transfer their paid FSD (Supervised) to a new vehicle, now excludes many, particularly Cybertruck owners facing delivery delays into summer or later.
Tesla maintains it will honor transfers for orders with initial delivery windows before the deadline and offers full deposit refunds otherwise, citing longstanding fine print that the program is “subject to change at any time.”
The reversal has polarized the Tesla community, with accusations of a “bait-and-switch” clashing against defenses of corporate pragmatism. Many owners who placed orders under the original wording feel betrayed, especially as production backlogs and new unsupervised FSD rollout complicate timelines.
However, Tesla has allowed them to cancel their orders and receive a refund.
Critics of the decision argue that the change disadvantages loyal customers who helped fund FSD development, calling it poor communication and a revenue grab as Tesla pivots toward subscriptions.
Popular influencers have amplified the divide. Whole Mars Catalog struck a measured but firm tone, acknowledging the original “order by” language but emphasizing Tesla’s right to adjust terms. He has continued to defend Tesla in this particular issue:
Sad to see so many fans trashing Tesla with such extreme language.
LIARS!!! PATHETIC!!! And if you aren’t as furious and angry as they are they are you’re “worshipping” and saying “they can do no wrong”.
Let’s get real here. They’re not liars. They offered FSD transfer to us… https://t.co/3Ay7vGaVR6
— Whole Mars Catalog (@wholemars) March 3, 2026
He criticized extreme backlash as “dramatization” and “spoiled kids,” noting the unsupervised FSD era and broader sales challenges make blanket transfers financially risky. Whole Mars advocated for polite outreach to CEO Elon Musk over the issue.
Rather than “calling them out”, I would simply say “Hey Elon, really hoped to be able to do FSD transfer on my cybertruck but the terms changed. Would really appreciate if Tesla could extend this to everyone who ordered before the terms changes”
that would probably work
— Whole Mars Catalog (@wholemars) March 3, 2026
In a contrasting perspective, Dirty TesLA voiced sharper frustration, posting that blocking transfers feels “crazy” and distancing himself from “people that want to worship a corporation and say they can do no wrong.” His stance resonated with owners who view the policy flip as disrespectful to early adopters.
Popular Tesla influencer Sawyer Merritt captured the frustration felt by thousands. In a widely shared thread viewed over 700,000 times, Merritt detailed how pre-change Cybertruck orders now risk losing FSD eligibility unless their initial delivery window falls before March 31.
It’s not a contradiction, it’s a change in policy that Tesla just made an hour ago. I am trying to check if the change is retroactive to all existing orders, including Cybertruck AWD orders, because if it is, that sucks big time.
— Sawyer Merritt (@SawyerMerritt) February 28, 2026
The controversy underscores deeper tensions—between Tesla’s need for revenue discipline and owners’ expectations of goodwill. As FSD evolves toward unsupervised capability, the community remains split: some see the change as necessary business, others as a broken promise. Whether Tesla reconsiders under pressure or holds firm remains to be seen, but it does not appear they are planning to budge.
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Tesla Semi’s latest adoptee will likely encourage more of the same
Public visibility matters. When shoppers see a trusted name like Ralph’s running clean, high-tech trucks on public roads, skepticism fades. Competitors such as Albertsons, which pre-ordered Semis years ago, and other chains chasing ESG targets now have proof that electric autonomy works in real-world grocery fleets.
The latest adoptee of the Tesla Semi will likely encourage more businesses in the same realm to adopt the all-electric Class 8 truck, as a new company utilizing the Semi has been spotted in Southern California.
A sleek, futuristic Tesla Semi truck branded for Ralph’s Supermarkets was spotted cruising a Los Angeles highway in a viral 13-second dashcam video posted March 2, by X user ChargePozitive.
Tesla Semi Truck in the wild pic.twitter.com/SnQY8ShMMJ
— ChargePozitive ⚡️➕ (@ChargePozitive) March 2, 2026
This sighting confirms Kroger’s March 2025 partnership with Tesla to deploy up to 500 autonomous electric Semis.
While the initial announcement targeted Midwest supply chains, the California appearance under the Ralph’s banner shows the program expanding to Kroger’s West Coast operations. Ralph’s, a staple for millions of Southern California shoppers, is now hauling groceries with the Semi, which has zero tailpipe emissions and claims up to 500 miles of range per charge.
Tesla Semi pricing revealed after company uncovers trim levels
The timing could not be better for sustainable logistics. Traditional trucking accounts for a massive share of retail emissions, but Tesla’s Semi slashes fuel and maintenance costs while leveraging full autonomy to ease driver shortages and improve safety.
Tesla’s expanding Megacharger network, including new sites along major freight corridors and partnerships like the recently-announced one with Pilot Travel Centers, is removing range anxiety and making nationwide scaling realistic. There’s still a long way to go, but things are moving in the right direction.
Public visibility matters. When shoppers see a trusted name like Ralph’s running clean, high-tech trucks on public roads, skepticism fades. Competitors such as Albertsons, which pre-ordered Semis years ago, and other chains chasing ESG targets now have proof that electric autonomy works in real-world grocery fleets.
PepsiCo’s successful pilots already demonstrated viability, and Ralph’s sighting adds retail credibility.
As Tesla ramps high-volume Semi production through 2026, this isn’t an isolated curiosity. Instead, it’s a catalyst. More grocers adopting the platform will accelerate industry-wide decarbonization, cut operating expenses, and deliver tangible environmental wins.
The future of sustainable supply chains is already on the highway, and Ralph’s just made it impossible to ignore.
Moving forward, Tesla hopes to expand the Semi program into other regions, including Europe, which CEO Elon Musk recently said is a total possibility next year.
Elon Musk
Tesla ramps Cybercab test manufacturing ahead of mass production
Tesla still has plans for volume production, which remains between four and eight weeks away, aligning with Musk’s statements that early ramps would be deliberately measured given the Cybercab’s novel architecture and full reliance on Tesla’s vision-based Full Self-Driving technology.
Tesla is seemingly ramping Cybercab test manufacturing ahead of mass production, which is scheduled to begin next month, the company said.
At Tesla’s Gigafactory Texas, production of the Cybercab, the company’s groundbreaking purpose-built Robotaxi vehicle, is accelerating markedly. Drone footage from Joe Tegtmeyer captured striking aerial footage today, revealing what appears to be the largest public sighting of Cyebrcabs to date.
A total of 25 units were observed by Tegtmeyer across the Gigafactory Texas property, marking a clear step-up in testing and validation activities as Tesla prepares for a broader output.
Tesla Cybercab production begins: The end of car ownership as we know it?
In the footage, 14 metallic gold Cybercabs were parked in a tight formation outside the factory exit, showcasing their sleek, autonomous-only design with no steering wheels, pedals, or traditional controls. Another 9 units sat at the crash testing facility, likely undergoing structural and safety validations, while two more appeared at the west end-of-line area for final checks.
Big day for Cybercab at Giga Texas today! Actually, yesterday to kick off March, the production line went into a higher volume & today we see 25 at three main locations, and there were several others I observed driving around too!
I think this may be the largest single grouping… pic.twitter.com/HZDMNv57lJ
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) March 3, 2026
Tegtmeyer noted additional Cybercabs driving around the complex, hinting at active movement and real-world testing beyond static parking.
This surge follows the first production Cybercab rolling off the line in mid-February 2026, several weeks ahead of the originally anticipated April start.
That milestone, celebrated by Tesla employees and confirmed by CEO Elon Musk, kicked off low-volume builds on the dedicated “unboxed” manufacturing line, a modular process designed to slash costs, reduce factory footprint, and enable faster assembly compared to conventional methods.
Industry observers interpret the jump to dozens of visible units in early March as evidence that Tesla has transitioned into higher-volume test manufacturing.
Tesla still has plans for volume production, which remains between four and eight weeks away, aligning with Musk’s statements that early ramps would be deliberately measured given the Cybercab’s novel architecture and full reliance on Tesla’s vision-based Full Self-Driving technology.
The Cybercab, envisioned as a sub-$30,000 autonomous two-seater for robotaxi fleets, represents Tesla’s bold pivot toward scalable autonomy and robotics.
Tesla fans and enthusiasts on X praised the imagery, with many expressing excitement over the visible progress toward deployment. While challenges remain, including software maturity, regulatory hurdles, and supply chain scaling, the increased factory activity underscores Tesla’s momentum in turning the Cybercab vision into reality.
As Giga Texas continues expanding and refining the manufacturing process of the Cybercab, the coming months will prove to be a pivotal time in determining how quickly this revolutionary vehicle reaches roads in the U.S. and internationally.
Tesla influencers argue company’s polarizing Full Self-Driving transfer decision
Tesla Semi’s latest adoptee will likely encourage more of the same
