

News
Tesla China’s export activities continue as Q1 2024 nears its close
There is a reason why Gigafactory Shanghai is Tesla’s largest electric vehicle factory by output. With the first quarter of 2024 ending in a few weeks, Tesla China seems to have started gathering yet another massive fleet of vehicles for export.
Gigafactory Shanghai serves as the electric vehicle maker’s primary vehicle export hub. As such, many territories, from countries in Europe to Asia and Australia, rely on Giga Shanghai’s exports for their supply of Model 3 sedans. It is then no surprise that a fleet of the all-electric vehicles was sighted at the Shanghai Southport Terminal in a recent drone flyover by a longtime Tesla China watcher.
Drone footage from Wu Wa, who has been chronicling the growth and development of Giga Shanghai since its earliest days, has shown that Tesla China is gathering yet another round of vehicle exports this March. Tesla is still in the process of filling out its designated area in the Shanghai Southport Terminal at the time of the flyover on Sunday local time, but for now, most of the vehicles in the location are upgraded Tesla Model 3 sedans.
【TESLA】Shanghai Southport Update I March .10.2024 I 4K #Tesla #Southport #Teslamodel3 #TeslamodelYhttps://t.co/6zhdqBiFQd 來自 @YouTube pic.twitter.com/K4uS734vjC— WuWa (@bentv_sh) March 11, 2024
The growing fleet of upgraded Tesla Model 3 at the Shanghai Southport Terminal bodes well for the demand for the improved all-electric vehicle. The Model 3, after all, is only produced in two out of Tesla’s four main electric vehicle factories today. Thus, the world’s supply of upgraded Model 3 units is met by just Tesla’s Fremont Factory in California and Gigafactory Shanghai in China.
Tesla China has previously adopted a strategy that involved Giga Shanghai producing vehicles for export in the first half of a quarter and the facility producing cars for the domestic Chinese segment in the latter half of a quarter. This strategy seems to be changing, as Tesla China’s domestic insurance registrations saw a notable rise as early as January, and vehicles are still being exported in the closing weeks of Q1 2024.
Gigafactory Shanghai plays a notable role in Tesla’s global operations. As per Tesla’s Q4 and FY 2023 Update Letter, Giga Shanghai has an estimated annual output of more than 950,000 vehicles. This makes Giga Shanghai Tesla’s highest output vehicle factory, at least for now.
Watch Wu Wa’s recent drone flyover of the Shanghai Southport Terminal in the video below.
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Elon Musk
Elon Musk teases crazy new Tesla FSD model: here’s when it’s coming
Tesla CEO Elon Musk continues to tease some big improvements to Full Self-Driving.

Tesla CEO Elon Musk teased a crazy new model of the Full Self-Driving (FSD) suite that could be a major improvement over current models.
Tesla’s Full Self-Driving suite has seen increases in performance over the past few years, with the latest versions being the most robust in company history. There is also an unreleased version, which is operating in the Robotaxi platform in Austin, which does not require supervision from the driver.
The Austin Robotaxi program does use a Safety Monitor who sits in the passenger’s seat.
However, Musk has been teasing improvements to the public version for some time. The CEO said that the new model, which is currently being trained, has roughly ten times the parameters of what is out there now.
He said something similar during the company’s Q2 Earnings Call in July:
“On the full self-driving front, we continue to make significant improvements just with the software. We are expecting to increase the parameter count to what we think can probably tenfold the parameter count. This is a tricky thing to do because as you increase the parameter count, you get to choke on memory bandwidth. But we currently think we can tenfold the parameter count from what people are currently experiencing.”
He reaffirmed these thoughts last night in a post on the social media platform X. Musk believes the version could be released at the end of next month if testing goes smoothly:
Tesla is training a new FSD model with ~10X params and a big improvement to video compression loss.
Probably ready for public release end of next month if testing goes well.
— Elon Musk (@elonmusk) August 6, 2025
Increasing parameters will help improve the capabilities of the FSD suite, but as Musk mentioned during the Q2 Earnings dialogue, an increase in parameters can limit memory bandwidth.
Increasing the parameters could lead to unsupervised FSD, or even an expansion of the suite into other regions across the world. Tesla has been hoping to expand into Europe, Asia, and other areas, but regulatory hurdles are the real bottleneck, not FSD’s capability.
Even still, getting more data will make FSD safer and more robust, increasing its usefulness in real-world scenarios and helping Tesla get to a point where autonomous travel is within reach.
Elon Musk
Tesla gives Cybertruck clever new towing feature that increases safety
Tesla is making towing upgrades to Cybertruck through a new update.

Tesla has given the Cybertruck a great new towing feature that will not only increase safety but could help avert damage and help with longevity.
While Tesla has boasted some impressive examples of towing with its vehicle lineup, until the Cybertruck was released in late 2023, the company did not have a car or pickup that was overly capable.
Its Dual Motor and Tri Motor All-Wheel-Drive configurations have 11,000 pounds of payload capacity. There are times when owners might push the limit, and previously, there was no true way that the vehicle would advise the owner that it was coming close to, or potentially exceeding, the capacity.
In a new update for the pickup, Tesla has added a new feature that will help identify when this is happening.
According to Not a Tesla App, Tesla, in software update 2025.26, added an undocumented feature that is referred to as the “Smart Warning System.” This will detect an overloaded rear axle and will provide a warning to the driver to prevent damage:
“Rear axle load exceeds recommended limit. Remove cargo or rebalance trailer to prevent damage.”
These two suggestions will help advise owners to take one of two solutions: they can either remove weight or rebalance their load to prevent damage.
Tesla hasn’t yet revealed how the vehicle can recognize this, but it likely uses its air suspension data to recognize the additional stress placed on the rear axle.
This is one distinct advantage that vehicles with software updates have over ones without the ability to get better through OTA downloads. These features are added through an internet connection and downloaded to the vehicle.
News
Tesla Model Y L spotted testing in China as pricing estimates emerge
The Tesla Model Y L prototype’s front and rear were covered up during the sighting.

The Tesla Model Y L’s details have not been fully released yet, but the vehicle is already sparking a lot of interest in the EV sector. Despite being just an extended wheelbase version of Tesla’s best-selling car, after all, the Model Y L has the potential to become the company’s first true mass market family hauler.
Recent Model Y L Sightings
Sightings of the upcoming extended wheelbase Model Y variant were shared on social media platforms such as X. As noted by X user @tcmesla, one of Tesla’s Model Y L prototypes was recently photographed as it was undergoing road tests in Xinjiang, China. Similar to Tesla’s other yet-to-be-released vehicles, the Model Y L’s front and rear were covered up during the sighting.
One big sign that the vehicle was a Model Y L was its wheels, which were identical to the wheels in the vehicle shown in the China Ministry of Industry and Information Technology’s (MIIT) new regulatory catalog. The new wheels are quite eye-catching, with their apparent star-inspired pattern.
Tesla has not indicated when the Model Y L will be released, though speculations are high that the vehicle will be rolled out in China sometime this Q3 2025. After this, the Model Y L is also speculated to be released in other territories.
Pricing Speculations
Tesla has been very quiet about the Model Y L’s price, though estimates from industry watchers have pointed to a potential price of about RMB 400,000 (about $56,000). If this price were to be accurate, it would suggest that the Model Y L could be about 28% more expensive than the regular Model Y.
This could mean that the vehicle may be priced at about $62,000 in the United States, and about €67,000 in Europe. This is quite steep, and it would likely position the Model Y L against more premium rivals in the same price range. Provided that Tesla prices the vehicle competitively, however, the Model Y may have a real shot at becoming a strong seller for the EV maker.
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