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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.

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.

“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.

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“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.

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“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.”

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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Tesla Semi finally has an FSD timeline and it’s waiting on the Cybercab

Elon Musk told investors Semi self-driving should start working by early 2027, per today’s earnings.

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During Wednesday’s’ Tesla Q2 earnings call, an analyst asked Elon Musk when Tesla would look at autonomy for the Semi. His answer set a real timeline for the first time, noting that self-driving on the Tesla Semi is expected to start working “around the end of this year or early next year”.

Musk framed the delay as a matter of priority, not capability. Tesla’s self-driving team is currently focused on Model 3, Model Y, and Cybercab, the vehicles that make up the overwhelming majority of Tesla’s fleet. Since Semi trucks on the road remain a small fraction of that total even after the recent Nevada factory ramp, Musk said it made more sense to keep the software team’s attention on what he called “the march of nines of safety” for the higher volume vehicles first. Autonomous Semi development is “taking a bit of a backseat for the next six months or so,” he said, before adding that it “will definitely be working next year and in time for the scale-up to high production of the Tesla Semi.”

Tesla Semi’s official battery capacity leaked by California regulators

The timeline lines up with what’s already been showing up on public roads. In June, a Tesla Semi was spotted in Sunnyvale wearing a full validation rig, the same rooftop sensor array Tesla mounts on vehicles ahead of an FSD milestone.

A second unit was seen near Fremont days later with a matching camera suite and lens washers. Separately, Tesla analyst Nic Cruz Patane posted video this month of the production Semi’s exterior camera array, ten AI4 based units built directly into the truck rather than added later.

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Musk also gave the reason autonomy on the Semi matters in the first place, a persistent shortage of qualified truck drivers. “There is a really serious shortage of truckers,” he said on the call, framing a self-driving Semi as important both for addressing that shortage and for improving safety and comfort for the drivers running the truck today.

The timing also tracks with the Semi’s production reality. Tesla’s Q2 shareholder letter, dropped language promising the Semi would reach volume production this year. Musk pointed to 4680 battery cell output as the near-term constraint on Semi and Cybercab production. A software timeline landing in early 2027 gives Tesla’s autonomy team room to work while the hardware ramp catches up behind it.

It’s worth nothing that this isn’t necessarily a promise the Semi ships driverless next year. Musk’s own language, self-driving “working” by early 2027, describes internal validation catching up to hardware already riding on every production truck, not a public unsupervised rollout.

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Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue

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Credit: Tesla

Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.

The earnings results come after Tesla reported a massive beat on vehicle deliveries for the second quarter, delivering 489,126 vehicles and building 451,758 cars during the three-month span.

This was a major shock for those on Wall Street as they anticipated somewhere around 400,000 deliveries for the quarter, and showed Tesla still has plenty of demand for its vehicles around the world and in the U.S. despite losing the $7,500 EV Tax Credit last year.

Tesla Q2 2026 Earnings Results

  • Non-GAAP EPS – $0.33 reported vs. $0.53 expected
  • Revenues – $28.236 billion reported vs. $26.4 billion expected
  • Free Cash Flow- -$1.092B
  • Profit -$ 4.751B

Tesla (beat/missed) analyst expectations, so the market response to the company’s quarter is what we will look for next.

Tesla shares closed today down just over 1 percent, trading at $374.01.

In the past, it has been anyone’s guess with what Tesla shares will do after they report earnings. Strong quarters have resulted in sharp drops, while lackluster quarters have seen the stock shoot up considerably.

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Tesla will hold its Q2 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.

You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.

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Tesla is about to make parking in busy lots less stressful than ever

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Tesla FSD 14.3 [Credit: TESLARATI)
Tesla FSD 14.3 [Credit: TESLARATI)

Tesla is about to make parking in busy parking lots at businesses and other points of interest less stressful than ever by allowing drivers more control over where they park and how, CEO Elon Musk confirmed on X.

Tesla has been working to improve the parking performance of vehicles utilizing the Full Self-Driving suite, but now it is looking to add more customization, allowing drivers to choose the specific space they park in, but also potentially the orientation the car pulls into the spot:

Musk has reiterated on X twice over the past several weeks that Tesla is working to make things with the FSD suite based more on the driver’s specific preferences and behaviors that were seen in past drives.

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Essentially, it sounds like if you tend to park away from a business to avoid other vehicles, Tesla FSD will soon recognize that preference of yours and start parking further away as well. Additionally, the prospect of assigned parking spaces has been something many owners have voiced concerns about.

Living in a community with assigned parking spaces makes using FSD incredibly difficult as it will rarely park in the correct spot when there are so many to choose from. This is also pertinent in work settings where there are sometimes assigned parking spaces.

The updates to Tesla’s Full Self-Driving suite in terms of listening to driver preferences with parking are also extending to routing. Tesla announced yesterday that with the release of its 2026 Summer Update, it was adding Automatic Navigation and Preferred Routes:

Tesla reveals 2026 Summer Update with crazy fixes to Nav and more

Tesla has always maintained the idea that any human input is bad input, and that, ideally, Tesla Full Self-Driving will always make the right decision. Of course, this is all in theory, but the issue is that so many of Tesla’s interventions have come because it does something that is not necessarily wrong, but perhaps not what the driver would prefer.

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Taking these preferences into account will help Tesla alleviate some of the potentially unnecessary interventions that drivers perform.

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