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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.

“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.”

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. 

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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 and Trump are closer than ever, and Tesla could be the big winner

Elon Musk sat beside Trump as AI leaders signed a voluntary White House safety accord.

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Elon Musk had the seat right next to President Donald Trump on Tuesday as the White House hosted the leaders of America’s biggest artificial intelligence companies for a lunch that ended with a voluntary industry accord on AI safety.

A seating chart Trump posted on Truth Social placed Musk at the president’s left in the East Room, with Nvidia CEO Jensen Huang on his right, according to an Associated Press reporter. Anthropic CEO Dario Amodei, OpenAI President Greg Brockman, Meta’s Mark Zuckerberg, Google’s Sundar Pichai, Microsoft’s Satya Nadella and Amazon founder Jeff Bezos also attended, along with Vice President JD Vance and House Speaker Mike Johnson.

After the lunch, Trump told reporters outside the West Wing that the executives had signed “The White House Accord on Superintelligence: A Joint Commitment on Frontier SI Responsibilities.” Johnson described it as a voluntary statement of principles built on “robust internal controls and layers of internal and external review,” while Zuckerberg said company boards would independently review reports from outside auditors. Trump called the document “morally binding,” said he would name a new AI czar within days, and signed an executive order formally renaming artificial intelligence “super intelligence,” CNBC reported.

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Musk was not in the room for Tesla alone. Since SpaceX absorbed xAI, he runs the company behind Grok and one of the largest AI training operations anywhere. On September 25, he said another 220,000 Nvidia GB300 chips would come online at Colossus 2 within a week, with more expected in November and December.

SpaceX confirms third massive compute deal at Colossus data center

 

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Musk also used the trip to restate his energy ambitions. “SpaceX is aiming together with Tesla to do 200 gigawatts of solar production per year,” he said at an event in Washington. It is the same combined target he laid out that feeds directly into Terafab, the Tesla and SpaceX chip venture that will need enormous amounts of power.

The showing between Musk and Trump has come a long way, since the two had the very public split in mid 2025 after Musk opposed the “Big Beautiful Bill” and left DOGE. They reconciled at Charlie Kirk’s memorial that September, and Trump later called their relationship “good”. Since then, Musk has joined Trump’s China delegation in May and attended last week’s White House state dinner for Chinese President Xi Jinping.

For Tesla, that access to government official could pay dividends. As Teslarati noted in January, federal autonomy rules, NHTSA oversight and a single national standard for driverless vehicles all run through an administration Musk can more easily reach directly as Tesla works to scale Robotaxi and Cybercab beyond Texas.

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Tesla Roadster’s new patent preps white-knuckle speeds, keeping it grounded

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Credit: @BLKMDL3/Twitter

Ahead of its highly anticipated unveiling, Tesla’s upcoming Roadster received a new patent that aims to keep it grounded while enabling white-knuckle speeds.

The patent, which was granted on September 29, is titled “Electric Car Fan,” bluntly stating its design but not its purpose, which is further detailed in the text of the application. Interestingly, it comes two weeks before the Roadster event, which was delayed due to unfavorable weather on Thursday, which could cause issues, as Tesla revealed the event must be held outdoors.

The purpose is to solve a problem that is relatively unique to high-performance electric cars. Instant motor torque is useless if the tires cannot plant that force, and conventional wings and underbody tunnels generate downforce only when air is already rushing past the car. At launch, in slow corners, and under hard braking from modest speed, passive aerodynamic additions contribute essentially very little to downforce.

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Tesla’s filing says that its fans can produce the downforce needed, independent of vehicle velocity, then ease off so the same hardware does not pile on drag at highway speeds, an issue that can come from excessive body modifications.

The hardware outlined in the patent is a ducted-fan package that is placed into the rear of the vehicle. An underbody inlet between the rear wheels feeds a duct that rises to a wide outlet in the diffuser. In that outlet are four axial fans, which are divided by vertical strakes. They will pull air from under the floor and press the chassis onto the pavement.

The language in the patent claims it can cut drag rather than add to it while simultaneously increasing downforce.

Tesla Roadster event requires restricted airspace, and the FAA obliges

The fans run from the high-voltage battery and a vehicle control system, so output can be modulated rather than left on as a fixed penalty.

There are additional strengths that can come from this design, like extra tire load at low speed, which can contribute to even more face-melting acceleration rates, decrease stopping distance, and sharper turn-in before a wing has air to work with. Adjustable fan speed lets the car add grip only when needed, so it can be catered to the force of a turn or acceleration.

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These designs were previously used, and banned, in some competitive settings. The Brabham BT46B was banned in F1 competition for using a similar fan design and being labeled as too effective.

Tesla still lists the Roadster as having a sub-two-second 0-60 MPH time and a 250-plus-MPH top speed, and there are expectations for a SpaceX cold-gas thruster package that could not only increase acceleration but potentially cause the vehicle to hover.

It is important to note that a patent is not a production part, and packaging four fans in a rear diffuser, managing noise, and potential debris are all things Tesla must consider. With that being said, the patent being granted shows Tesla is designing the Roadster to go fast, but it is also attempting to use unique strategies to combat any issues it might have at those speeds.

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Investor's Corner

Tesla showrooms picked clean ahead of Q3 end as demand looks strong

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Credit: @thaichiminh1907/X

Tesla (NASDAQ: TSLA) showrooms have been picked clean ahead of the end of the third quarter of the year, as demand looks to be strong and delivery estimates for new vehicles are pushed into late 2026 and early 2027.

Tesla appears to have sold out of many of its Model 3 and Model Y trim levels in the United States, as only the Model Y RWD and Model Y All-Wheel-Drive are available for delivery before the end of the year.

Additionally, many showrooms are either completely empty or void of all but just one demo unit within the buildings themselves in an effort to bolster what could be one of Tesla’s best quarters in vehicle deliveries in recent memory.

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Additionally, when I spoke to the guys at Tesla Mechanicsburg two weeks ago, when I returned the Model Y L, their third hauler of the week had just arrived, and every vehicle on it, along with every vehicle in their delivery lot, was accounted for and had a name attached to it for delivery.

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Tesla saw a 25 percent increase in deliveries in Q2 compared to the same quarter the year before. The vast majority of the 480,126 units it delivered, 467,762 vehicles to be exact, were the Model 3 and Model Y.

In Q3 2025, Tesla delivered 497,099 vehicles, once again a figure that was dominated by the company’s two mass-market vehicles. Analysts have unusually wide predictions for this quarter, likely because so many firms missed the Q2 delivery figure by such a substantial margin; Wall Street predicted 408,000 cars, while Tesla delivered 480,000.

Goldman Sachs has Tesla slotted for 435,000 deliveries in Q3, while JPMorgan said it anticipates 482,000. The median guess is about 449,000 deliveries for Q3.

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Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.

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