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Elon Musk’s warm reception in China is a wake-up call to Tesla’s skeptics

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A couple of days after holding the groundbreaking ceremony of Gigafactory 3 in Shanghai, Elon Musk met with Chinese Premier Li Keqiang in Beijing. Li, widely regarded as China’s #2 after President Xi Jinping, spoke candidly with Musk, discussing his optimism about Gigafactory 3 and the innovations that Tesla can bring to the table by producing its electric cars in the Asian economic superpower.

Tesla’s skeptics would best be worried at this point. Musk, after all, continually faces a barrage of criticism — some warranted, most unwarranted — from the United States’ mainstream media and groups of individuals who stand to gain from the company’s decline. This is particularly notable in platforms such as Twitter, which sees daily debates between the TSLA community, who support Musk and his ventures, and the TSLAQ group, who oppose the serial tech entrepreneur. In the United States, at least, Tesla is a widely polarizing company, and Elon Musk is a favorite target for those who oppose his work and what he stands for.

This does not seem to be the case in China. During his talk with the Chinese Premier, Musk openly noted that the country’s speed of development and efficiency are impressive. As pointed out in a China Government Network report, Musk said that “Tesla will strive to build the Shanghai factory into the world’s most advanced factories.” When asked by Li what Musk meant by “most advanced,” the CEO noted that the description would be true for both Gigafactory 3 itself and the vehicles that it would manufacture. Musk further noted that he is hoping to make the Shanghai Gigafactory a global example of a facility that functions almost like a “living being.” Later on, the Chinese premier welcomed Musk’s ideas, even comparing the Tesla CEO to the late Steve Jobs, who revolutionized the mobile industry with the iPhone.

“If you do have this idea, then we can issue you a ‘Chinese Green Card.’ Your idea is similar to Apple’s founder Steve Jobs. Steve Jobs is inspired by the oriental Zen culture originated from China and optimized the interface of Apple’s mobile phone,” Li said.

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It should be noted that Elon Musk and the Chinese Premier held a meeting at the Tower of Violet Light in Beijing — a place usually reserved for the country’s most distinguished guests. In a way, it is no exaggeration to state that Musk received a welcome worthy of a foreign dignitary by the Chinese government. Considering that Musk is a foreign automaker CEO, such warm reception does indicate the country’s open support for Tesla and Gigafactory 3.

In a way, Tesla’s presence in Shanghai is beneficial to the country. China, after all, is aggressively pushing the adoption of renewable energy, and among its initiatives is a significant shift towards electric mobility. In this light, having well-known and daring innovators such as Elon Musk on the country’s side would help China reach its ambitious goals, one of which is to sell 7 million electric or hybrid vehicles annually by 2025. In a statement to Xinhua News, Cui Dongshu, secretary general of the China Passenger Car Association described Elon Musk and the Gigafactory 3’s effect on the Chinese EV industry.

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“Tesla’s China production will have a ‘catfish effect’ in the country’s auto industry, pushing domestic carmakers to speed up their technological upgrading,” Cui said.

That said, the United States media has recently begun adopting a somewhat friendlier stance on Musk and Tesla. While there is still a healthy stream of negative articles about the company and its CEO, some notable personalities from mainstream media such as CNBC’s Becky Quick appear to be turning a new page. During a segment featuring fellow CNBC host Phil LeBeau in Gigafactory 1, for one, Quick admitted that she does tend to “short-change” Elon Musk.

“We tend to kinda short-change Elon Musk with all the things he’s done with the Gigafactory, Tesla, the rockets, The Boring Company. Seeing it in action gives you a slightly different perspective, I would guess,” she said.

Fox Business‘ Stuart Varney, one of Musk’s more vocal critics in the past, has also taken a friendlier stance on the Tesla and SpaceX CEO. Addressing his audience, Varney noted that it is now time to “re-evaluate” Elon Musk.

“I think it’s time for a re-evaluation. I think it’s time to look at the man’s achievements, rather than his public image. Like him or not, Elon Musk is surely the prime example of a brilliant entrepreneur. He makes state-of-the-art electric cars. He had the vision. A lot of people talk about their “vision,” but he went out and did it. You’ve heard of SpaceX. That’s an Elon Musk company. He had a vision for reusable rockets, and he went out and did that, too… That’s an achievement.

“You’ve heard of the Boring Company… This is Musk’s contribution to future mass transit. The point is, he did it. He just offered a tour of the tunnel he’s already built in southern California. It’s not just talk. In the age of social media, we tend to fixate on the negatives. It’s easy to pour scorn on someone who behaves like Elon Musk. But step back, and look at what he has actually done: He’s in the car business, the space business, the mass transit business. He’s got a product in all three industries. That is tangible success. Give the man credit.”

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There is little doubt that Elon Musk is one of the world’s most notable innovators today. If the reception he received during Gigafactory 3’s groundbreaking is any indication, it appears that he is well-supported in China. It remains to be seen if this same reception would be extended in the country Musk currently calls his home.

As for Musk’s skeptics, this might be a very bad time to bet against the man. 

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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SpaceXAI signs agreement with Anthropic for massive AI supercomputer access

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Credit: SpaceX

SpaceXAI announced today that it had signed an agreement with Anthropic to give the company access to its Colossus 1 data center in Memphis, Tennessee.

It is a monumental deal as Anthropic will gain access to all of the compute at the plant, delivering more than 300 megawatts of power and over 220,000 NVIDIA GPUs within the month.

Anthropic’s Claude AI account on X announced the partnership:

We’ve agreed to a partnership with SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.”

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The company is also:

  • Doubling Claude Code’s 5-hour rate limits for Pro, Max, and Team plans;
  • Removing the peak hours limit reduction on Claude Code for Pro and Max plans; and
  • Substantially raising its API rate limits for Opus models.

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SpaceX also published its own release on the new agreement, noting that it is “the only organization with the launch cadence, mass-to-orbit economics, and constellation operations experience to make orbital compute a near-term engineering program rather than a research concept.”

CEO Elon Musk also commented on the partnership and shed light on intense meetings he had with senior members of Anthropic last week, stating, “nobody set on my evil detector.”

This has turned the argument that SpaceX is as much an AI company as a space exploration company into a very valid argument:

SpaceX is following in Tesla’s footsteps in a way nobody expected

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Nevertheless, this is an incredibly valuable and important move in the grand scheme of things. AI scaling is fundamentally bottlenecked by compute, and demand for Claude has surged, bringing terrestrial power grids, land, and cooling operations hitting limits everywhere.

Anthropic has been aggressively signing multiple large-scale deals to be competitive in the space, including:

  • Up to 5GW with Amazon
  • 5GW with Google and Broadcom
  • Strategic $30b Azure deal with Microsoft/NVIDIA
  • $50b U.S. infrastructure investment with Fluidstack

Access to Colossus 1 gives Anthropic immediate relief on NVIDIA GPU capacity. For SpaceXAI, it turns its rapid buildout into revenue. It also showcases its ability to deliver at world-leading speed and scale.

Most importantly, it plants the seed that its much larger vision, orbital AI compute, is totally viable.

Starlink V3 satellites could enable SpaceX’s orbital computing plans: Musk

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Within the month, Anthropic will begin using 100 percent of Colossus 1’s compute, directly expanding capacity for Claude Pro and Max subscribers and the API. This means fewer limits, faster responses, and support for heavier workloads.

In the long term, meaning 2026 and beyond, there will be a continued rollout of other multi-GW deals Anthropic has signed, and an early exploration of orbital compute with SpaceXAI.

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Tesla unveils mysterious prototype at Giga Texas: Is the Model Y L coming to America?

The Model Y L has been available in China for some time, but Americans are wondering when it will potentially come to the United States, offering a larger version of the best-selling vehicle in the world, as the Model X is officially phased out.

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Credit: Joe Tegtmeyer | X

Tesla unveiled a mysterious prototype, covered up between a Model Y and a Cybertruck at Gigafactory Texas, perhaps giving yet another hint that the Model Y L is coming to America.

The Model Y L has been available in China for some time, but Americans are wondering when it will potentially come to the United States, offering a larger version of the best-selling vehicle in the world, as the Model X is officially phased out.

Giga Texas observer and drone operator Joe Tegtmeyer captured an image of the vehicle on May 6, showing a fully-covered prototype parked alongside a standard Model Y and a Cybertruck.

From top-down and angled views, the prototype appears nearly identical in scale to the Model Y but reveals noticeably distinct rear proportions—an elongated rear door that stretches farther over the wheel arch and rear glass that flows uninterrupted to the spoiler lip.

The side-by-side placement provides an immediate size reference. The mystery vehicle sits comfortably between the compact Model Y and the massive Cybertruck, suggesting it occupies a practical middle ground for families seeking more interior room without jumping to a full-size pickup.

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Enthusiasts quickly took to social media with guesses ranging from an extended-wheelbase Model Y to a potential station-wagon variant.

The sight of this prototype follows an earlier look at another shrouded body-in-white resting in a wooden shipping crate at the Giga Texas plant in late March.

That prototype appeared to display an elongated silhouette. Some analysis seems to show nearly exact dimensions as to what is reported for the Model Y L in the Chinese market, approximately 4.98 meters long with a 3.04-meter wheelbase, roughly seven inches longer overall than the U.S.-spec Model Y. The rear-door extension and glass-to-spoiler design were identical to the current sighting:

Tesla shows off mysterious vehicle at Giga Texas

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The Model Y L has already proven popular in China, where it launched in six- and seven-seat configurations and quickly ranked among the top-selling mid-to-large SUVs. Owners enjoy roughly 10 percent more cargo space and enhanced family versatility.

Tesla has remained silent on U.S. plans other than CEO Elon Musk saying it could come in late 2026, but localizing production at Giga Texas would make strategic sense.

With the Model X phase-out and steady Model Y output already humming along expanded lines, a longer-wheelbase variant could add tens of thousands of annual deliveries without major retooling.

The latest sighting arrives amid Tesla’s broader push to refresh its lineup. Whether this prototype represents the long-rumored Model Y L, a subtle Juniper-style update, or something entirely new remains unconfirmed.

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Yet the consistent visual cues—precise dimensional match, distinctive rear styling, and strategic placement at Giga Texas—point strongly toward an extended Model Y designed for American families who want extra space without sacrificing the Model Y’s efficiency and affordability.Tesla watchers will be monitoring future drone flights closely.

If the prototype is indeed the Model Y L, it could mark a significant expansion of the company’s best-selling vehicle and deliver the extra room many U.S. buyers have been requesting for years. For now, the blue tarp keeps its secrets—but the clues are getting harder to hide.

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Tesla Roadster gets an update, but not the one fans were looking for

Tesla has quietly filed a new trademark application for its next-generation Roadster, giving enthusiasts their first official glimpse of fresh branding for the long-teased electric supercar.

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Credit: Dan Burkland

Tesla has been slow to show its hand regarding the massive project that is the Roadster, but it is now coming forth with a new update.

However, it is probably not the one fans were looking for.

Tesla has quietly filed a new trademark application for its next-generation Roadster, giving enthusiasts their first official glimpse of fresh branding for the long-teased electric supercar.

The February 3 filing includes an inverted triangular badge with the word “ROADSTER” centered above four vertical lines that, according to the application, represent “speed, propulsion, heat, or wind.”

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A sleek, angular wordmark and a minimalist curved-line silhouette hinting at the car’s aerodynamic shape round out the trio of marks.

For a program that began with Elon Musk’s 2017 reveal, this is tangible forward motion. The original Roadster proved EVs could be thrilling; the next generation aims higher, with promises of sub-two-second 0-60 mph acceleration and, in its most extreme configuration, optional SpaceX cold-gas thrusters for rocket-like thrust.

The new trademarks suggest Tesla is now locking down the visual identity that will accompany those headline specs, as well as a small hint that maybe we’re finally getting close. However, the company has not revealed any progress on the vehicle itself or its specs to the public.

It continues to tease with developments like this one.

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That said, the update lands with a familiar bittersweet note. Fans have waited nearly a decade since the initial unveiling. Production was once eyed for 2020, then 2021, then later still. In the intervening years, Tesla has delivered the Model Y, Cybertruck, Semi, and major autonomy advances while scaling its energy business.

The Roadster has taken a back seat, and the delays have been genuinely disappointing. Many longtime supporters have grown frustrated watching renderings and hearsay while other marques roll out ever-faster electric sports cars.

Elon Musk talks Tesla Roadster’s future

Yet, the Roadster program itself still sparks genuine excitement. It represents the purest expression of Tesla’s “accelerate the world’s transition to sustainable energy” mission—pushing performance boundaries to prove EVs can outperform anything with an engine.

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The new branding, modest as it is, keeps that promise alive. It tells owners and prospective buyers that Tesla hasn’t forgotten the car that started it all.

No one would blame fans for wanting more than a logo right now. But in an industry where many concepts never leave the drawing board, the fact that Tesla continues to invest in and protect the Roadster’s identity is reason for measured optimism.

The wait has tested patience, but when the next-generation Roadster finally arrives, the new badge may well adorn one of the most exciting cars ever built. For those who have followed the journey this far, that payoff still feels worth it.

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