News
Tesla ‘a disproportional beneficiary’ of China’s incoming green tidal wave: Dan Ives
Tesla is set to be “a disproportional beneficiary” of China’s growing adoption of electric vehicles and sustainable energy, according to Wedbush analyst and Tesla bull Dan Ives.
After navigating through a difficult few months in China, where Tesla combated unfair PR on several occasions that brought the safety of the company vehicles into question, Ives now believes that the automaker can now focus on expanding on its already solid foundation in the region. The Chinese market has been an exceptionally potent location for electric vehicle makers, becoming a main focus of several OEMs that are working to transition toward electrification. Tesla, while being a mainstay in China’s EV sales leaderboard for over a year, is primed to benefit from the market’s evergrowing love affair with the electric vehicle, continuing a monumental climb toward automotive legacy in the world’s largest car market.
Despite falsified reports of faulty braking systems on several occasions, Tesla has managed to be one of the best-selling EV manufacturers in China. In Q2, Tesla sold over 53,000 cars in China, capped off by an impressive 28,138 cars in the domestic market in June. The strong performance was fueled by demand for the Model 3 and Model Y, the two cars that Tesla manufactures in China at the Giga Shanghai production facility.
Although Tesla’s Q2 was a strong one, it wasn’t all sunshine and rainbows for the Silicon Valley-based electric car company. As previously mentioned, Tesla battled several claims of brake failures in its vehicles. The initial occurrence of this was at the Shanghai Auto Show, where the Tesla booth was infiltrated by a woman who claimed faulty brakes caused a dangerous accident. Tesla navigated through this scandal, along with several others by continuously debunking these claims. The company eventually set up a Special Handling Team to handle these issues, and also threatened legal action for those who were attempting to gain notoriety or money through false claims.
Ives acknowledges Tesla’s bumpy and tumultuous road in China in Q2, but the performance, which is indicated through the strong sales figures during the PR nightmare, essentially proves the company is ready to move on to even more robust sales figures. “We believe Tesla have navigated the safety/PR issues better than expected, and are now in a position to accelerate market share in this key region,” Ives wrote.
In May, Ives also wrote that Tesla, along with other manufacturers like NIO, Xpeng, and Li Auto, would all benefit from an increasing EV market share in China. Ives wrote in the May note that only 5% of total automotive sales in China were EVs and that the next two years would result in a doubling of this market concentration of electrified models.
While China was bumpy during the quarter we believe Tesla have navigated the safety/PR issues better than expected and are now in a position to accelerate market share in this key region. We believe the green tidal wave is on the horizon with Tesla a disproportional beneficiary.
— Daniel Ives (@DivesTech) July 21, 2021
In short, the benefits of a more supported EV market in China are going to fuel many automakers, but Tesla seems to be the one that Ives is putting his money on. This is mostly because of the fact that bad press really didn’t affect sales figures, and Tesla continues to perform in one of the most heavily concentrated EV markets globally.
Ives is ranked 43rd out of 7,591 analysts on TipRanks.com. He has a success rate of 74% and an average return of 35.3%.
Disclosure: Joey Klender is a TSLA Shareholder.
News
Tesla reliability rankings skyrocket significantly in latest assessment
“They definitely have their struggles, but by continuing to refine and not make huge changes in their models, they’re able to make more reliable vehicles, and they’ve moved up our rankings.”
Tesla ranked in the Top 10 of the most reliable car companies for 2026, as Consumer Reports’ latest index showed significant jumps from the past two years.
In 2022, Tesla ranked 27th out of 28 brands. Last year, it came in 17th.
🚨🚨 Tesla entered the Top 10 in Consumer Reports’ list of reliable carmakers for the first time
In the past two years, Tesla has ranked 17th in 2024 and 27th out of 28 brands in 2022.
Subaru, BMW, Porsche, Honda, and Toyota were the Top 5 OEMs in the rankings. pic.twitter.com/z216bccVoH
— TESLARATI (@Teslarati) December 4, 2025
However, 2026’s rankings were different. CR‘s rankings officially included Tesla in the Top 10, its best performance to date.
Finishing tenth, the full Top 10 is:
- Subaru
- BMW
- Porsche
- Honda
- Toyota
- Lexus
- Lincoln
- Hyundai
- Acura
- Tesla
Tesla has had steady improvements in its build quality, and its recent refinements of the Model 3 and Model Y have not gone unnoticed.
The publication’s Senior Director of Auto Testing, Jake Fisher, said about Tesla that the company’s ability to work through the rough patches has resulted in better performance (via CNBC):
“They definitely have their struggles, but by continuing to refine and not make huge changes in their models, they’re able to make more reliable vehicles, and they’ve moved up our rankings.”
He continued to say that Tesla’s vehicles have become more reliable over time, and its decision to avoid making any significant changes to its bread-and-butter vehicles has benefited its performance in these rankings.
Legacy automakers tend to go overboard with changes, sometimes keeping a model name but recognizing a change in its “generation.” This leads to constant growing pains, as the changes in design require intense adjustments on the production side of things.
Instead, Tesla’s changes mostly come from a software standpoint, which are delivered through Over-the-Air updates, which improve the vehicle’s functionality or add new features.
Only one Tesla vehicle scored below average in Consumer Reports’ rankings for 2026 was the Cybertruck. Fisher’s belief that Tesla improves its other models over time might prove to be true with Cybertruck in a few years.
He continued:
“They’re definitely improving by keeping with things and refining, but if you look at their 5- to 10-year-old models that are out there, when it comes to reliability, they’re dead last of all the brands. They’re able to improve the reliability if they don’t make major changes.”
Regarding Subaru’s gold medal placing on the podium, Fisher said:
“While Subaru models provide good performance and comfort, they also excel in areas that may not be immediately apparent during a test drive.”
Other notable brands to improve are Rivian, which bumped itself slightly from 31 to 26. Chevrolet finished 24th, GMC ended up 29th, and Ford saw itself in 18th.
Elon Musk
Tesla Full Self-Driving v14.2.1 texting and driving: we tested it
We decided to test it, and our main objective was to try to determine a more definitive label for when it would allow you to grab your phone and look at it without any nudge from the in-car driver monitoring system.
On Thursday, Tesla CEO Elon Musk said that Full Self-Driving v14.2.1 would enable texting and driving “depending on [the] context of surrounding traffic.”
Tesla CEO Elon Musk announces major update with texting and driving on FSD
We decided to test it, and our main objective was to try to determine a more definitive label for when it would allow you to grab your phone and look at it without any nudge from the in-car driver monitoring system.
I’d also like to add that, while Tesla had said back in early November that it hoped to allow this capability within one to two months, I still would not recommend you do it. Even if Tesla or Musk says it will allow you to do so, you should take into account the fact that many laws do not allow you to look at your phone. Be sure to refer to your local regulations surrounding texting and driving, and stay attentive to the road and its surroundings.
The Process
Based on Musk’s post on X, which said the ability to text and drive would be totally dependent on the “context of surrounding traffic,” I decided to try and find three levels of congestion: low, medium, and high.
I also tried as best as I could to always glance up at the road, a natural reaction, but I spent most of my time, during the spans of when it was in my hand, looking at my phone screen. I limited my time looking at the phone screen to a few seconds, five to seven at most. On local roads, I didn’t go over five seconds; once I got to the highway, I ensured the vehicle had no other cars directly in front of me.
Also, at any time I saw a pedestrian, I put my phone down and was fully attentive to the road. I also made sure there were no law enforcement officers around; I am still very aware of the law, which is why I would never do this myself if I were not testing it.
I also limited the testing to no more than one minute per attempt.
I am fully aware that this test might ruffle some feathers. I’m not one to text and drive, and I tried to keep this test as abbreviated as possible while still getting some insight on how often it would require me to look at the road once again.
The Results
Low Congestion Area
I picked a local road close to where I live at a time when I knew there would be very little traffic. I grabbed my phone and looked at it for no more than five seconds before I would glance up at the road to ensure everything was okay:
In full: the Low Congestion Area pic.twitter.com/6DqlBnekPn
— TESLARATI (@Teslarati) December 4, 2025
Looking up at the road was still regular in frequency; I would glance up at the road after hitting that five-second threshold. Then I would look back down.
I had no nudges during this portion of the test. Traffic was far from even a light volume, and other vehicles around were very infrequently seen.
Medium Congestion Area
This area had significantly more traffic and included a stop at a traffic light. I still kept the consecutive time of looking at my phone to about five seconds.
I would quickly glance at the road to ensure everything was okay, then look back down at my phone, spending enough time looking at a post on Instagram, X, or Facebook to determine what it was about, before then peeking at the road again.
There was once again no alert to look at the road, and I started to question whether I was even looking at my phone long enough to get an alert:
In full: the Medium Congestion Area pic.twitter.com/gnhIfBVe6Q
— TESLARATI (@Teslarati) December 4, 2025
Based on past versions of Full Self-Driving, especially dating back to v13, even looking out the window for too long would get me a nudge, and it was about the same amount of time, sometimes more, sometimes less, I would look out of a window to look at a house or a view.
High Congestion Area
I decided to use the highway as a High Congestion Area, and it finally gave me an alert to look at the road.
As strange as it is, I felt more comfortable looking down at my phone for a longer amount of time on the highway, especially considering there is a lower chance of a sudden stop or a dangerous maneuver by another car, especially as I was traveling just 5 MPH over in the left lane.
This is where I finally got an alert from the driver monitoring system, and I immediately put my phone down and returned to looking at the road:
In full: the High Congestion Area pic.twitter.com/K9rIn4ROvm
— TESLARATI (@Teslarati) December 4, 2025
Once I was able to trigger an alert, I considered the testing over with. I think in the future I’d like to try this again with someone else in the car to keep their eyes on the road, but I’m more than aware that we can’t always have company while driving.
My True Thoughts
Although this is apparently enabled based on what was said, I still do not feel totally comfortable with it. I would not ever consider shooting a text or responding to messages because Full Self-Driving is enabled, and there are two reasons for that.
The first is the fact that if an accident were to happen, it would be my fault. Although it would be my fault, people would take it as Tesla’s fault, just based on what media headlines usually are with accidents involving these cars.
Secondly, I am still well aware that it’s against the law to use your phone while driving. In Pennsylvania, we have the Paul Miller Law, which prohibits people from even holding their phones, even at stop lights.
I’d feel much more comfortable using my phone if liability were taken off of me in case of an accident. I trust FSD, but I am still erring on the side of caution, especially considering Tesla’s website still indicates vehicle operators have to remain attentive while using either FSD or Autopilot.
Check out our full test below:
Elon Musk
Tesla CEO Elon Musk announces major update with texting and driving on FSD
“Depending on context of surrounding traffic, yes,” Musk said in regards to FSD v14.2.1 allowing texting and driving.
Tesla CEO Elon Musk has announced a major update with texting and driving capabilities on Full Self-Driving v14.2.1, the company’s latest version of the FSD suite.
Tesla Full Self-Driving, even in its most mature and capable versions, is still a Level 2 autonomous driving suite, meaning it requires attention from the vehicle operator.
You cannot sleep, and you should not take attention away from driving; ultimately, you are still solely responsible for what happens with the car.
The vehicles utilize a cabin-facing camera to enable attention monitoring, and if you take your eyes off the road for too long, you will be admonished and advised to pay attention. After five strikes, FSD and Autopilot will be disabled.
However, Musk announced at the Annual Shareholder Meeting in early November that the company would look at the statistics, but it aimed to allow people to text and drive “within the next month or two.”
He said:
“I am confident that, within the next month or two, we’re gonna look at the safety statistics, but we will allow you to text and drive.”
“I am confident that, within the next month or two, we’re gonna look at the safety statistics, but we will allow you to text and drive.”
Does anyone think v14.3 will enable this? pic.twitter.com/N2yn0SK70M
— TESLARATI (@Teslarati) November 23, 2025
Today, Musk confirmed that the current version of Full Self-Driving, which is FSD v14.2.1, does allow for texting and driving “depending on context of surrounding traffic.”
Depending on context of surrounding traffic, yes
— Elon Musk (@elonmusk) December 4, 2025
There are some legitimate questions with this capability, especially as laws in all 50 U.S. states specifically prohibit texting and driving. It will be interesting to see the legality of it, because if a police officer sees you texting, they won’t know that you’re on Full Self-Driving, and you’ll likely be pulled over.
Some states prohibit drivers from even holding a phone when the car is in motion.
It is certainly a move toward unsupervised Full Self-Driving operation, but it is worth noting that Musk’s words state it will only allow the vehicle operator to do it depending on the context of surrounding traffic.
He did not outline any specific conditions that FSD would allow a driver to text and drive.