News
Tesla China registrations hit 16,200 vehicles, highest in Q3 2024 so far
The third quarter of 2024 is shaping up to be strong for Tesla China, with the electric vehicle maker seeing an estimated 16,200 new vehicle registrations in the week of September 2-8. This represents a 12.5% improvement over the 14,400 registrations that were tracked in the week ending September 1.
Tesla does not share its weekly sales figures, though a general idea of the company’s overall performance in China’s local automotive sector could be inferred through the number of new vehicle registrations that are filed every week. Fortunately, these registrations are tracked closely by industry watchers. Even automakers such as Li Auto have taken it upon themselves to share weekly registration data on Chinese social media.
$TSLA ? Tesla china rocks! pic.twitter.com/i5lOVDW1Ny— Tsla Chan (@Tslachan) September 10, 2024
And based on Li Auto’s recent data, Tesla China saw 16,200 new registrations in the week ending September 8. These results represent the highest 10th week of a quarter for Tesla China ever and Q3 2024’s strongest week to date. Interestingly enough, these results also indicate that Tesla China’s 2024 registrations have finally surpassed 2023’s figures.
For the week of September 2-8, China reported 16.2k insurance registrations for Tesla. ??
The quarter is +25.2% QoQ, +15.5% YoY and +7.6% vs. 23Q4 the best quarter after 10 weeks. YTD is at +0.2% YoY. Highest 10th week of the quarter ever. Highest week of the quarter. pic.twitter.com/AMUVJYDA5B— Roland Pircher (@piloly) September 10, 2024
TSLA bull and Wall Street veteran Gary Black noted in a post on X that Tesla China’s registrations last week represent the third highest weekly registrations for the electric vehicle maker this year so far. Provided that Tesla maintains its current momentum, Q3 2024 could very well become the electric vehicle maker’s best quarter ever in China.
$TSLA China posted a very strong 16.2K insured registrations for the week of Sept 2-8. This was TSLA China’s 3rd highest weekly registrations this year. With 3 weeks left in the quarter, TSLA China 3Q registrations are on track for their best quarter ever, and are +15% YoY and… pic.twitter.com/1YSjOoybqx— Gary Black (@garyblack00) September 10, 2024
Data from the China Passenger Car Association (CPCA) indicates that Tesla China sold 86,697 vehicles in August, including 23,241 that were exported to foreign territories. This means that Tesla sold 63,456 vehicles in the domestic Chinese automotive market last month. Estimates from CNEV Post also suggest that from January to August, Tesla China sold about 388,000 vehicles in the Chinese domestic market.
These results are quite impressive considering that Tesla China’s sales are driven by just two models—the Model 3 sedan and the Model Y crossover. And while the Model 3 saw a notable redesign last year, the Model Y remains largely unchanged from its first iteration, which was launched in China in 2021.
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Elon Musk
Elon Musk has a crazy prediction about AI in two years
Elon Musk is, in many respects, one of the biggest and most influential figures in modern-day artificial intelligence.
Given that Tesla, SpaceX, and xAI are all looked at in their respective fields as leaders to an extent, each of them has a heavy influence on the future of AI, even though two of them are not thought of, at face value, as AI companies.
Musk has grand expectations for what is to come with AI, not only as a form of assistance to make human lives easier, but to make humans multiplanetary and solve some of the biggest issues that face us today. But even he is astounded by AI’s pace of progress.
He believes that in two years, AI will be so mind-blowing it might be unrecognizable.
Given that AI from 2 years ago feels so old that it should be in a museum, then obviously AI 2 years from now will be mind-blowing https://t.co/TcsKZ8o8OE
— Elon Musk (@elonmusk) July 30, 2026
This progress can be seen in a variety of ways, but perhaps the most popular way people have shown AI’s progress, especially on social media, is through an incredibly arbitrary way of watching Will Smith eat spaghetti:
The progression in AI of Will Smith eating spaghetti (2023 – 2026) pic.twitter.com/VDv82mB5gs
— internet hall of fame (@InternetH0F) February 10, 2026
This is a great way to show people how AI is improving, especially from a perspective that examines how it can manufacture images and video from prompts. AI is an incredibly complex concept, however, and it goes much deeper than Will Smith eating Italian food.
Musk’s most widely adopted method of AI is likely Tesla Full Self-Driving, which impacts millions of people as they utilize it to increase safety with their travel. Musk has routinely pushed incredibly aggressive timelines for self-driving, especially unsupervised.
Perhaps this perspective is why he feels that things will be solved in a timeframe that is much more aggressive than most of us would think. Regardless, the progress of AI is moving fast, and it seems that Musk’s expectations for it could be high.
But if it can actually achieve full-length motion pictures and even more realistic production value, it will be hard to distinguish between reality and AI very soon.
News
Tesla just built it 10 millionth car
Tesla just officially confirmed it has built its 10 millionth car, a major milestone for the company that started producing sustainable electric powertrains less than two decades ago.
In that time, Tesla has truly revolutionized the automotive industry, disrupting the idea of what a car should be, how it should be fueled, and how it truly impacts day-to-day life.
10 million vehicles produced globally.
Congrats to all Tesla teams! pic.twitter.com/JkcraR63bs— Tesla Manufacturing (@gigafactories) July 30, 2026
Tesla achieved this feat across four production facilities: the Fremont Factory in Fremont, California, Gigafactory Shanghai in China, Gigafactory Berlin in Germany, and Gigafactory Texas in Austin, Texas.
The 10 millionth vehicle was a Diamond Black Model Y.
Over the course of the past roughly 18 years, Tesla has evolved its lineup from a sporty sedan built on a Lotus body to a lineup of various body styles, performance metrics, and other characteristics that make each one unique.
This is an incredible achievement for a company that is young compared to what it goes up against. When Tesla entered the automotive market, Ford, GM, and Stellantis widely dominated the playing field. Since then, Tesla has caused such a disruption that these three massive brands had to scramble to create EV projects of their own.
Despite their best efforts, they have not been able to match the prowess or the effectiveness of Tesla. They are all reliant on Tesla’s charging infrastructure, their software is inferior, and their self-driving projects are elementary in comparison.
Tesla felt its fair share of growing pains over the years as well. As recent at 2019, there were complaints about build quality, paint quality, and overall luxuriousness. These things have all been improved upon through the company’s maturity, and these strides in quality have led to this 10 million vehicle production achievement, something that other small-and-scrappy EV makers will hope to accomplish one day.
Elon Musk
SpaceX scores another massive Pentagon deal to support military satellites
SpaceX just picked up another $1.6 billion from the Pentagon, with the U.S. Space Force awarding two task orders worth $1.6 billion to fly 18 Falcon 9 missions from Vandenberg Space Force Base in California through the end of 2027. The launches will carry satellites for the Space Based Sensing and Targeting portfolio, a set of programs meant to help the military detect and track airborne threats and relay that information across forces in near real time.
The award falls under National Security Space Launch Phase 3 Lane 1, the Space Force’s faster, commercial style procurement track for missions that do not require the military’s most demanding certification process. It is also the largest single order publicly disclosed under that program so far, and the first task order issued since the Space Force nearly tripled Lane 1’s contract ceiling from $5.6 billion to $17 billion on July 17.
SpaceX to become America’s Military data backbone for missiles, drones, and warfighters
Eric Zarybnisky, the Space Force’s acting portfolio acquisition executive for space access, said the entire process, from identifying the requirement to signing the contract, took about two months, including a month set aside for companies to prepare proposals.
SpaceX is not just launching these satellites. It already holds the contracts to build two of the programs within the same portfolio, $4.16 billion for the Space Based Airborne Moving Target Indicator system and $2.29 billion for the Space Data Network Backbone, which Teslarati covered in May. That means SpaceX is now responsible for both building key pieces of the military’s next generation sensing network and getting them into orbit.
With this latest award, SpaceX’s Pentagon contract total for 2026 alone tops $8 billion, adding to a defense portfolio that already includes the Golden Dome missile defense software group SpaceX joined in April and a string of GPS launches it inherited after ULA’s Vulcan rocket ran into a booster anomaly, which we detailed in March.
Lane 1’s vendor pool technically includes seven companies: SpaceX, ULA, Blue Origin, Rocket Lab, Stoke Space, Impulse Space, and Relativity Space. In practice, SpaceX remains the only provider with the combination of launch cadence, flight proven Falcon 9 hardware, and West Coast infrastructure to support a campaign requiring roughly one Vandenberg launch a month for the next year and a half.
Some lawmakers have flagged the growing concentration of national security launches with one company as a risk worth watching. For now, the Space Force keeps backing SpaceX, with it being the company that shows up ready to launch.

