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Tesla China sells 78,856 vehicles wholesale in November 2024: CPCA

Credit: Sawyer Merritt/X

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Data released by the China Passenger Car Association (CPCA) has revealed that Tesla China sold a total of 78,856 vehicles wholesale in November 2024. These numbers represent a 15.49% increase from the 68,280 vehicles that Tesla China sold wholesale in October 2024. They also represent a 4.34% decrease from the 82,432 vehicles that were sold wholesale in November 2023. 

Tesla China’s wholesale results for the previous month include both vehicles that were sold abroad and exported to foreign territories. In November, however, Tesla China appears to have focused a significant portion of its efforts on the domestic market. As per local estimates, about 73,000 of the 78,856 vehicles sold wholesale last month were sold to domestic customers. The CPCA is yet to release its export figures for Tesla China last month.

As noted in a report from CNEV Post, Tesla China appears to have sold a total of 822,894 vehicles wholesale in the January to November period. That’s down 3.6% year-over-year, though this is likely affected by the company’s lower export figures in the past month. Domestically, Tesla China’s performance already exceeds that of its 2023 numbers, with year-to-date local sales now up 7.1% year-over-year.

The majority of Tesla China’s sales in the country are comprised of the Model 3 sedan and the Model Y crossover. While the Model 3 has already been updated, the Model Y is still being sold largely in its original iteration. Speculations, however, suggest that Tesla China is working on releasing an updated variant of the Model Y, reportedly dubbed “Juniper” early next year. Sightings of covered Model Y units across the globe suggest that an update to the best-selling all-electric crossover may indeed be in the works.

Elon Musk has stated that he believes Tesla’s global deliveries this 2024 could exceed its record-setting 2023 numbers. For Tesla to achieve this ambitious goal, it would have to deliver a record 515,00 vehicles globally this fourth quarter. China, being one of Tesla’s largest markets, could play a huge role in determining whether the electric vehicle maker is able to achieve its 2024 delivery targets or not.

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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

Tesla to ramp to 500 Robotaxis in Austin, 1,000 in Bay Area, by end of 2025: Musk

This was, at least, as per recent comments from CEO Elon Musk during his appearance on the All-In podcast.

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Credit: Tesla

Tesla’s Robotaxi pilot is still in its early stages, but it seems like the program in Austin and the Bay Area will see a notable update soon. This was, at least, as per recent comments from CEO Elon Musk during his appearance on the All-In podcast. 

Robotaxi expansion

While discussing Tesla’s Robotaxi ambitions, Elon Musk shared some tidbits about the company’s targets for the autonomous ride-hailing program. As per Musk, Tesla is pushing to increase its Robotaxi fleet size in Austin to 500 units. The Robotaxi fleet in the Bay Area will also be increased to 1,000 units. These expansions are expected to be accomplished by the end of the year.

“We’re scaling up the number of cars to, what happens if you have a thousand cars? Probably we’ll have a thousands cars or more in the Bay Area by the end of this year, probably 500 or more in the greater Austin area,” Musk said in the podcast. 

Considering that there are only two months left in the fourth quarter of 2025, Tesla’s Robotaxi team will likely be extremely busy during the next eight weeks. A successful expansion of the Robotaxi pilot in Austin and the Bay Area will also bode well for the company’s ride-hailing program, which has been pretty conservative as of late.

Musk’s Robotaxi comments

Elon Musk has been pretty clear in the past that Tesla’s FSD and Robotaxi network would play a huge role in the company’s future valuation and potential. Thus, during the third quarter earnings call, Musk highlighted that Tesla will also be transitioning to a system with no safety monitors in Austin by the end of the year. 

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“We are expecting to have no safety drivers in at least large parts of Austin by the end of this year. So within a few months, we expect to have no safety drivers at all in at least parts of Austin. We’re obviously being very cautious about the deployment,” Musk said during the Q3 2025 earnings call.

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Neuralink’s first patient could receive an upgrade: Elon Musk

Musk stated that Arbaugh could also be the first Neuralink patient to receive an upgrade.

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Credit: Neuralink

Neuralink’s first human patient might be in line for a very interesting development in the future.

Based on recent comments from Elon Musk, Neuralink seems to be considering an “upgrade” for its first human patient, allowing him to perform even more sophisticated tasks using only his mind. 

Elon Musk’s recent comments

Musk’s update came as a reply to an X post that featured some details about the current activities of Noland Arbaugh, the first person in the world to receive a Neuralink implant. Since receiving his implant, Arbaugh has been able to take back his life, and he now games, attends class, and even works as a paid speaker. 

In his response, Musk stated that Arbaugh could also be the first Neuralink patient to receive an upgrade. “Noland might be the first to receive a Neuralink upgrade and/or dual Neuralink implant to further augment his abilities. It won’t be long before a Neuralink recipient can beat most and eventually all humans at fast reaction video games,” Musk wrote in a post on X.

Noland’s recent update

Noland actually provided a quick update about his life with his Neuralink implant, which he fondly named Eve, on X. He noted that his direct involvement with Neuralink has lessened as more participants have joined the company’s human trials. And despite a recent pressure sore setback, he remains optimistic and teased “big news” coming for his two-year update in early 2026.

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Beyond his recovery, Arbaugh stated that Neuralink has made everyday goals achievable again. He is currently studying neuroscience, taking chemistry, biology, and pre-calculus and maintaining good grades, something he said would have been impossible without Neuralink.

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Tesla Cybercab almost looks production ready in new photos

Tesla’s AI team recently posted an image of the Cybercab going Animal Style at an In-and-Out drive-through.

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Credit: Tesla AI/X

Tesla’s AI team recently posted an image of the Cybercab going Animal Style at an In-and-Out drive-through. But while the Cybercab’s passengers were quite funny, the photos themselves suggest that some of the Cybercab’s components may already be production-ready.

Cybercab goes Animal Style

Seemingly as a fun Halloween post, the Tesla AI team shared a photo of a Cybercab, complete with passengers who were in costume, at an In-and-Out drive through. Based on the photos that were shared on X, it appeared that the Cybrcab was being accompanied by a Tesla Model Y Premium. The Tesla AI team shared a lighthearted caption to the image, writing “Animal Style,” a reference to a popular secret menu item for the fast food chain.

In a way, the Tesla AI team’s Halloween post was a lighthearted reference to the popularity of In-and-Out among Tesla owners. This is partly because of the Tesla Supercharger network, which has numerous locations that are close to In-and-Out sites. Elon Musk has also jokingly confirmed in the past that driving prototype Teslas through an In-and-Out is a tradition and a fun milestone marker.

Apparent production-ready Cybercab sections

While the Tesla AI team’s photos provided some lighthearted fun to the EV community, some industry watchers pointed out that the Cybercab in the photos looked production ready, or at least some parts of it seem to be. This is especially noticeable in the Cybercab’s front end, which looks very refined and well-built. 

The front end of the Cybercab on the In-and-Out photo even had a license plate mount, and previous sightings revealed that the door of the vehicle had been updated since it was unveiled last year.

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With this in mind, speculations are abounding that the Cybercab might indeed be ready for initial production soon. The installation of production equipment in Giga Texas has been ongoing for several months now, and tests of the Cybercab in both the Giga Texas complex and on public roads have also ramped. 

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