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Elon Musk’s warm reception in China is a wake-up call to Tesla’s skeptics
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.
After breaking ground in Shanghai, Tesla CEO @elonmusk had a meeting with China's Premier Li Keqiang at Tower of Violet Light (中南海紫光阁) in Beijing China 🇨🇳 . $TSLA #Tesla #China #TeslaChina pic.twitter.com/CHREQXcEyM
— vincent (@vincent13031925) January 9, 2019
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.
“I hope to make the @Tesla Shanghai factory a global example.” #Tesla CEO @elonmusk said, “I love China very much and I am willing to come here more.”
"If you do have this idea, we can issue you a 'China Green Card'." Premier Li Keqiang said. $TSLA https://t.co/pm8KWlqiyH pic.twitter.com/T43uIBkQ6X— vincent (@vincent13031925) January 10, 2019
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.
News
Tesla hits FSD hackers with surprise move
In recent weeks, the company has begun remotely disabling FSD capabilities on affected vehicles, and in some instances, permanently revoking access even for owners who paid thousands of dollars for the feature.
Tesla is cracking down on hackers who have figured out a way to utilize third-party programs to activate Full Self-Driving (FSD) in their vehicles — despite the suite not being approved for use in their country.
Tesla has launched a sweeping enforcement campaign against owners using third-party hardware hacks to activate FSD software in countries where the advanced driver-assistance system remains unregulated or unapproved.
In recent weeks, the company has begun remotely disabling FSD capabilities on affected vehicles, and in some instances, permanently revoking access even for owners who paid thousands of dollars for the feature.
Tesla has started remotely disabling Full Self-Driving on cars fitted with third-party CAN bus hacks in countries where the software is not yet approved.
This crackdown began after the hacks started spreading widely last month. 👇 pic.twitter.com/wL8VqZuTlK
— PiunikaWeb – helpful, and breaking tech news (@PiunikaWeb) April 9, 2026
Reports of the crackdown have surfaced across Europe, China, Japan, South Korea, and the UK, marking a significant escalation in Tesla’s efforts to enforce regional software restrictions.
FSD is Tesla’s flagship supervised autonomy package, which is available in several countries across the world. Currently limited by regulatory hurdles, it has not received full approval in most markets outside of the United States due to various things, such as safety standards, data privacy, and local traffic laws.
However, the company is working to expand its availability globally. Nevertheless, Tesla has installed the necessary hardware on vehicles globally, but locks the features based on geographic location.
Some owners have taken accessing FSD into their own hands, using jailbreak or bypass devices.
These “jailbreak” tools, typically €500 USB-style modules that plug into the vehicle’s Controller Area Network (CAN) bus, intercept signals to spoof approvals and unlock FSD, including advanced navigation, Autopark, and Summon features.
Hackers in Poland, Ukraine, and elsewhere have distributed the devices, with some claiming they work on HW3 and HW4 vehicles and can be unplugged to restore stock settings. In China alone, over 100,000 owners reportedly installed such modifications.
Tesla’s response has been swift and uncompromising. Recently, the company began sending in-car notifications and emails warning owners that unauthorized modifications violate terms of service, compromise vehicle safety systems, and expose cars to cybersecurity risks.
The email communication read:
“Your vehicle has detected an unauthorized third-party device. As a precaution, some driver assistance functions have been disabled for safety reasons. A software update will be available soon. Once you install the update, some features may be enabled again.”
Vehicles detected using the hacks have had FSD capabilities remotely disabled without refund. In some cases, owners report permanent bans, even if they had legitimately purchased the software package.
Tesla’s hardline stance underscores its commitment to regulatory compliance and safety.
Tesla has long argued that unsupervised FSD requires rigorous validation, and premature activation could endanger drivers and bystanders.
The crackdown sends a clear-cut message to those who are bypassing the FSD safeguards, but there are greater implications for Tesla if something were to go wrong. This is an understandable way to protect the company’s reputation for its FSD suite.
News
Tesla developing small, affordable SUV, report claims
This latest rumor deserves heavy scrutiny. Tesla has already walked away from a mass-market $25,000 EV once before.
Tesla is developing a small, affordable SUV, a new report claims, speculating that the automaker is planning to add yet another vehicle to its lineup at a price point similar to the Model 3 and Model Y, but smaller and more compact.
But it does not make a whole lot of sense, especially considering a handful of things CEO Elon Musk said and the overall plan for Tesla’s future.
Reuters reported that Tesla is in the early stages of developing an all-new, smaller, cheaper electric SUV. Citing four sources familiar with the matter, the story claims the vehicle would be shorter than the Model Y, built in China, and represent a fresh platform rather than a variant of the Model 3 or Y.
Suppliers have reportedly been contacted to discuss details, though Tesla has not commented. The move appears aimed at broadening affordability amid slowing EV demand and intensifying competition, particularly from Chinese rivals.
This latest rumor deserves heavy scrutiny. Tesla has already walked away from a mass-market $25,000 EV once before.
In 2024, the company scrapped its long-teased “Redwood” project for a budget-friendly car. Elon Musk explained the decision bluntly during an earnings call: a conventional low-cost model would be “pointless” and “completely at odds with what we believe.”
It’s sort of hard to believe this report: 3/Y are already relatively affordable, Elon said a $25k wouldn’t make sense, consumers want something larger than the Y with X going away, and Musk said what’s coming is “cooler than a minivan.”
Have to think the car is at least an SUV. https://t.co/4CQUV9ZNA5
— TESLARATI (@Teslarati) April 9, 2026
In other words, chasing a bare-bones cheap EV runs counter to Tesla’s core mission of accelerating sustainable energy through cutting-edge technology and autonomy rather than volume-driven price wars.
Musk’s own recent statements reinforce skepticism about a compact SUV pivot. Just two weeks ago, on March 25, he responded to fan requests for a minivan by posting on X: “Something way cooler than a minivan is coming.”
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
The remark came in the context of family-hauling needs, with Musk highlighting the Cybertruck’s ability to seat multiple child seats. It signals Tesla’s focus is shifting toward more spacious, innovative people-movers—not shrinking its lineup.
U.S. demand data echoes this logic.
The long-wheelbase Model Y L—a six-seat, stretched variant offering extra room for families—has generated massive interest wherever offered. Fans in the U.S. have basically begged for the Model Y L to make its way to the States, or for the company to develop a full-size SUV.
The Model Y L is selling well in China, where it is manufactured.
Delivery wait times for the Model Y L stretched into February 2026 as orders poured in. Tesla recently expanded the trim to eight new Asian markets, yet it remains unavailable in the United States, where consumer appetite for a larger, more practical SUV is reportedly strong.
American buyers have consistently favored bigger vehicles; the Model Y already outsells most competitors precisely because it delivers crossover utility without compromise. A compact model shorter than today’s bestseller would likely miss this mark entirely.
Tesla’s product strategy has long emphasized differentiation through autonomy, range, and desirability rather than racing to the bottom on price. Stripped-down variants of the Model 3 and Y have already struggled to ignite broad demand.
A new compact SUV built in China might sound logical on paper for cost-sensitive buyers, but it risks repeating past missteps—diluting brand cachet while ignoring clear signals from Musk and the market.
History suggests Tesla talks about affordable cars more often than it delivers them. Whether this Reuters scoop evolves into metal or joins the $25k project on the scrap heap remains to be seen.
For now, the smart money is on Tesla doubling down on “way cooler” vehicles that actually fit American families—and Tesla’s ambitious vision—rather than a smaller SUV that feels like yesterday’s news.
News
Tesla CEO Elon Musk says next FSD release is the one we’ve been waiting for
On Thursday, Musk teased the capabilities and next steps for Tesla’s Full Self-Driving software, focusing squarely on the incremental improvements of the current v14.3 suite, as well as the looming arrival of v15.
Tesla CEO Elon Musk teased the capabilities of a future Full Self-Driving release, but it seems like we are getting what Yogi Berra once called “Déjà vu all over again.”
On Thursday, Musk teased the capabilities and next steps for Tesla’s Full Self-Driving software, focusing squarely on the incremental improvements of the current v14.3 suite, as well as the looming arrival of v15.
He confirmed that upcoming point releases of v14.3 will deliver additional polish to the current build, smoothing out remaining edges in an already capable system. These iterative updates, Musk noted, are designed to refine performance without requiring a full version overhaul.
Yet the real headline was Musk’s forecast for v15.
“V15 will far exceed human levels of safety, even in completely unsupervised and complex situations,” he wrote.
Tesla V14.3 self-driving review. The point releases will bring polish.
V15 will far exceed human levels of safety, even in completely unsupervised and complex situations. https://t.co/s4UK9RWw9f
— Elon Musk (@elonmusk) April 9, 2026
He clarified that v15 will be powered by Tesla’s long-awaited large model, an AI architecture with roughly 10x the parameters of the smaller model currently in widespread use. The leap, Musk explained, stems from the unusually rapid progress of the compact model, which has advanced so quickly that the larger counterpart has yet to catch up in real-world deployment.
However, it is becoming a pattern that is, by now, familiar to anyone following Tesla’s autonomous driving roadmap.
There’s no debating you on that 🤷
— TESLARATI (@Teslarati) April 9, 2026
Musk has consistently and repeatedly framed each successive major release as the one poised to deliver game-changing autonomy. Earlier versions were similarly positioned as a movement toward the final piece of the puzzle, only for attention to pivot to the next milestone once they arrived.
The refrain has become a recurring feature of FSD communication: current software is impressive, the point releases will sharpen it further, but the true breakthrough lies one major iteration ahead.
Musk’s latest comments fit squarely into that cadence. While v14.3 point releases are expected to tighten supervised driving behaviors in the coming weeks, v15 is cast as the version that finally crosses the threshold into unsupervised operation at human-or-better safety levels across demanding scenarios.
Our rate of advancement with the small model has been so fast that the large model has not yet caught up.
V15 will be the large model.
— Elon Musk (@elonmusk) April 9, 2026
The 10x parameter scale of the underlying large model is presented as the key technical enabler, promising richer reasoning and more robust decision-making than anything deployed to date.
Whether v15 ultimately fulfills that promise remains to be seen. Tesla’s history shows that each new target generates fresh excitement—and occasional skepticism—about timelines.
Fans realize Musk’s timelines for FSD are exciting, but rarely met:
You can see a rift happening in the Tesla bull community between a large group of reasonable people who aren’t afraid to acknowledge the elephants in the room, and those who are essentially bull bots whose entire identities are destroyed if they have to acknowledge any bump in…
— Mike P (@mikepat711) April 9, 2026
For now, Musk’s message is familiar: the immediate focus is polishing v14.3 through targeted point releases, while the 10x-parameter large model in v15 represents the next decisive step toward fully unsupervised, superhuman safety.
Hopefully, Tesla can come through, but we can only believe that once v15 gets here, v16 will be the next big step toward autonomy.
Drivers can expect continued refinement in the short term and a significantly more ambitious leap once the large model is ready. The cycle continues, but the stakes, Musk insists, keep rising.