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Tesla China gets golden opportunity to break new ground with Model 3 Long Range

The Made-in-China Model 3. (Credit: Tesla China)

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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. 

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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. 

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Elon Musk’s Boring Company has big plans for Las Vegas by year’s end

Elon Musk’s Boring Company says Vegas Loop stations will double by year end once again.

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the boring company's vegas loop entrance

The Boring Company says the Vegas Loop’s station count will double by the end of the year, tying the target to a hiring push for drivers and operations managers in Las Vegas. “Vegas Loop is getting bigger – the station count will double by end of year!” the company wrote in a post on X, attaching listings for a Loop driver and a senior Loop operations manager.

The number checks out against what’s already public, with the Vegas Loop currently running 14 operational stations, while the Boring Company’s own project page lists 28 as the target for the end of 2026.

Much of that growth is tied to tunnels that are already built and waiting on an opening date. A roughly two-mile dual tunnel system under Paradise Road, connecting Westgate to a planned station at 4744 Paradise Road, is expected to open in stages over the coming weeks, Las Vegas Convention and Visitors Authority chief executive Steve Hill told the Review-Journal last week. New stations at 4744 Paradise, Virgin Hotels Las Vegas, and the former Gordon Biersch site would come online with it, several of them built to speed up rides to Harry Reid International Airport ahead of Formula 1’s Las Vegas Grand Prix.

Clark County entitled Vegas Loop for 123 stations after approving 19 more in August, as Teslarati reported at the time. Entitlement and construction move at different speeds on this project, so county approval alone does not guarantee a station opens on any particular schedule.

Clark County approved 18 additional stations back in 2023, part of a plan that pushed the system’s target to 69 stations across 65 miles, doubling the network on paper for the first time. The target kept climbing after that, to roughly 93 stations by the end of that year and 104 by last year, before August’s vote pushed it to 123. This week’s announcement is the first time that doubling language has been attached to stations actually running rather than stations merely approved on a county map.

Ridership gives some sense of what a denser network could carry. Boring Company executive Mike Baier said in July that the Vegas Loop already moves around 40,000 passengers on busy convention days, a total that tops most light rail systems in the country despite the system running on a fraction of its planned tunnel mileage. Company leadership has projected ridership could triple or quadruple once the airport connector tunnels fully open.

Boring Company did not say which stations beyond those already under construction would open by year end, or whether the hiring push points to a fleet expansion alongside the new stops.

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Tesla looks to expand into new Asian market, strengthening presence

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Credit: Tesla Asia | X

Tesla is looking to expand into a new Asian market, strengthening its presence in a region that has been bullish on electric vehicles as a whole.

Tesla officially filed to establish a subsidiary of its business in Vietnam, a report from Reuters suggests. Tesla named the entity “Tesla Motors Vietnam Limited Liability Company.”

The planned entrance into the Vietnamese market is a good sign and move for Tesla, as it has become one of the fastest-growing EV markets in Southeast Asia. It is already among the leaders in the region in both volume and electrification rate. In the first half of this year, Vietnam led Southeast Asia in battery-electric passenger car sales at about 116,000 units, up about 71 percent year over year.

Currently, Vietnamese EV drivers rely on VinFast’s V-Green network, which has about 150,000 ports, but these are primarily reserved for VinFast vehicles. Public third-party charging is fragmented and unreliable for those who do not own chargers that are dedicated to a certain manufacturer’s vehicles.

Tesla has had mixed results in Asia as a whole, and as China remains the core part of its story in Asia, the company is evidently working on expanding its footprint on the continent. Tesla’s domestic retail deliveries fell about 12 percent year over year through the first eight months of 2026.

Model Y remains a standout individual product, holding its position as one of, if not the, best-selling vehicles in the world. However, Model 3 has been weaker than it has been in past years.

Gigafactory Shanghai, the company’s Chinese production facility, still performs very well. Wholesale volumes in terms of exports have more than doubled and now exceed domestic retail sales; Giga Shanghai builds vehicles for Europe, South Korea, Japan, Australia, and other markets. South Korea has been an explicit bright spot, with registrations doubling year-to-date and Tesla frequently appearing as the top imported brand.

Tesla just did something in South Korea that no foreign carmaker has ever done

Tesla’s entrance into Vietnam signals a broader effort to take over the Asian market and grab more market share from rivals.

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Elon Musk’s companies made up with Apple but OpenAI still on the hook

Elon Musk’s X Corp and SpaceXAI dropped their Apple antitrust suit, leaving OpenAI as defendant.

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X Corp and SpaceXAI, Elon Musk’s social platform and AI venture, have dropped Apple from the antitrust lawsuit that they filed against the iPhone maker and OpenAI last year. In a filing in the U.S. District Court for the Northern District of Texas, attorneys for X and SpaceXAI moved to dismiss the Apple portion of the case, first reported by Reuters. The filing does not explain why the companies are dropping Apple or say whether a settlement was reached.

X and SpaceXAI say they intend to keep pursuing the case against OpenAI, which remains a defendant. That resolves the dispute with one company while leaving the core allegation intact against the other, with no public accounting of what changed in between.

The lawsuit dates to August 2025, when xAI and X sued Apple and OpenAI, arguing that Apple’s decision to make ChatGPT the only generative AI chatbot built into iOS gave OpenAI an unfair structural advantage. The complaint claimed ChatGPT controlled roughly 80 percent of the chatbot market at the time, while Grok held only a few percent. It sought billions of dollars in damages and asked the court to unwind the arrangement.

Elon Musk’s xAI and X file antitrust suit against Apple and OpenAI over AI exclusivity

The filing followed weeks of Musk publicly complaining that Grok and X weren’t appearing in Apple’s “Must Have” App Store section, though Grok ranked second in the Productivity category and X ranked first in News at the time. He accused Apple of “playing politics” and warned of immediate legal action before following through days later.

Apple and OpenAI tried to get the case thrown out, but a federal judge denied both motions in November, ruling the dispute was better suited to summary judgment than an early dismissal. That decision sent the case into discovery, which is presumably what led to Monday’s filing.

The timing is notable given how Musk’s sentiment toward Apple has shifted, with Musk noting that he was open to letting Grok power a revamped Siri after a user suggested Apple replace its aging assistant with xAI’s model.

xAI, the AI venture Musk folded into X Corp last year, has since combined with SpaceX under the SpaceXAI brand. That structure now puts X, Grok and SpaceX’s rocket and satellite businesses under one roof as Musk pushes his AI ambitions beyond chatbots.

OpenAI remains the sole defendant going forward, and Musk’s companies have not said if there’s any changes to those original claims. Apple and OpenAI did not immediately respond to requests for comment on the filing.

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