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Tesla immerses itself in Chinese culture as Gigafactory 3 sees machinery setup
On the heels of the near-completion of Gigafactory 3’s factory shell, Tesla appears to be setting itself up as an electric car maker that is down-to-earth and respectful of China’s culture. As Tesla joins China in celebrating a national holiday, reports have emerged pointing to machinery in Gigafactory 3 already being set up inside the facility.
China recently celebrated its Dragon Boat Festival, a national holiday that is largely connected to the death of Qu Yuan, one of the country’s most notable poets who was accused of treason by the ruling class. Legend states that the poet committed suicide by drowning instead of allowing himself to be captured by the authorities, but his body was saved after locals raced out in boats (hence the Dragon Boats) to scatter rice in the water, preventing fish from desecrating his corpse.
References to this legend were present in greetings that Tesla sent out to everyone on the company’s mailing list in the days leading up to the national holiday. One poster, in particular, featured the unmistakable figure of a Dragon Boat, while another resembled the sticky rice dumplings that are eaten to celebrate the holiday.
Also notable was Tesla’s initiative to tap into the younger Chinese demographic. This Friday and Saturday, China is holding its national college entrance examination called the Gaokao, which is widely considered as one of the toughest tests in the world. Considering that the scores of students taking the Gaokao all but determine their chances at higher education (such as where they are allowed to study or what courses they could take), high schoolers are known to face a ton of stress when preparing for the nationwide test.
In the days leading up to the Gaokao, Tesla shared a number of fun Physics reviewers on Chinese social media, giving students a refresher on concepts that are relevant to the company. While these campaigns might seem minor to territories outside China, such a strategy all but ensures that Tesla becomes a familiar brand to the country’s teens, who will be the nation’s car buyers in a few years.
Tesla’s recent gestures all but suggest that the company is taking careful steps to ensure that it immerses itself in Chinese culture without making any missteps. China is a substantial market for automobiles, and other, more established companies have made mistakes of their own in the past. Mercedes-Benz, for one, simply entered China under the brand name “Bensi” (a direct translation of its Western name), only to realize later on that the name they chose literally meant “rush to die.”
Peugeot ended up committing a notable blunder as well, naming itself “Biāozhì” in China. The name generally translated to “beautiful,” which was not bad, but the carmaker ended up neglecting the fact that in some areas of the country, the word “biǎozi” was the word for “prostitute.” This resulted in Peugeot becoming the subject of immense ridicule online.
As the country celebrated its Dragon Boat Festival, work in Gigafactory 3 seemingly continued as well. As noted by China-based Tesla owner Dennis Chang, who visited the Gigafactory 3 site at night, machinery was already being set up in the facility’s interior. Workers at the factory have reportedly noted that initial operations are set to begin sometime in August at the earliest.
Gigafactory 3 has exceeded expectations in terms of the speed of its buildout. When Elon Musk participated in the facility’s groundbreaking ceremony in January, he noted that he expects Model 3 production to start at the end of the year. Considering the speed of the facility’s buildout so far, Musk’s timeframe might actually end up being conservative.
Elon Musk
Elon Musk reiterates Tesla Optimus’ most sci-fi potential yet
Musk shared his comments in a series of posts on social media platform X.
Elon Musk recently reiterated one of the most ambitious forecasts for Tesla’s humanoid robot, Optimus, stating it could become the first real-world example of a Von Neumann machine. He also noted once more that Optimus would be Tesla’s biggest product.
Musk shared his comments in a series of posts on social media platform X.
Optimus as a von Neumann machine
In response to a post on X that pondered on sci-fi timelines becoming real, Musk wrote that “Optimus will be the first Von Neumann machine, capable of building civilization by itself on any viable planet.” In a separate post, Musk wrote that Optimus will be Tesla’s “biggest product ever,” a phrase he has used in the past to describe the humanoid robot’s importance to the electric vehicle maker.
A Von Neumann machine is a class of theoretical self-replicating systems originally proposed in the mid-20th century by the mathematician John von Neumann. In his concept, von Neumann described machines that could travel to other worlds, use local materials to create copies of themselves, and carry out large-scale tasks without outside intervention.
Elon Musk’s broader plans
Considering Musk’s comments, it appears that Optimus would eventually be capable of performing complex work autonomously in environments beyond Earth. If Optimus could achieve such a feat, it could very well unlock humanity’s capability to explore locations beyond Earth. The idea of space exploration becomes more than feasible.
Elon Musk has discussed space-based AI compute, large-scale robotic production, and the role of SpaceX’s Starship in transporting hardware and materials to other planets. While Musk did not detail how Optimus would fit with SpaceX’s exploration activities, his Von Neumann machine comments suggest he is looking at Tesla’s robotics as part of a potential interplanetary ecosystem.
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Tesla China January wholesale sales rise 9% year-on-year
Tesla reported January wholesale sales of 69,129 China-made vehicles, as per data released by the China Passenger Car Association.
Tesla China reported January wholesale sales of 69,129 Giga Shanghai-made vehicles, as per data released by the China Passenger Car Association (CPCA). The figure includes both domestic sales and exports from Gigafactory Shanghai.
The total represented a 9.32% increase from January last year but a 28.86% decline from December’s 97,171 units.
China EV market trends
The CPCA estimated that China’s passenger new energy vehicle wholesale volume reached about 900,000 units in January, up 1% year-on-year but down 42% from December. Demand has been pressured by the start-of-year slow season, a 5% additional purchase tax cost, and uncertainty around the transition of vehicle trade-in subsidies, as noted in a report from CNEV Post.
Market leader BYD sold 210,051 NEVs in January, down 30.11% year-on-year and 50.04% month-on-month, as per data released on February 1. Tesla China’s year-over-year growth then is quite interesting, as the company’s vehicles seem to be selling very well despite headwinds in the market.
Tesla China’s strategies
To counter weaker seasonal demand, Tesla China launched a low-interest financing program on January 6, offering up to seven-year terms on select produced vehicles. The move marked the first time an automaker offered financing of that length in the Chinese market.
Several rivals, including Xiaomi, Li Auto, XPeng, and NIO, later introduced similar incentives. Tesla China then further increased promotions on January 26 by reinstating insurance subsidies for the Model 3 sedan. The CPCA is expected to release Tesla’s China retail sales and export breakdown later this month.
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Tesla’s Apple CarPlay ambitions are not dead, they’re still in the works
For what it’s worth, as a Tesla owner, I don’t particularly see the need for CarPlay, as I have found the in-car system that the company has developed to be superior. However, many people are in love with CarPlay simply because, when it’s in a car that is capable, it is really great.
Tesla’s Apple CarPlay ambitions appeared to be dead in the water after a large amount of speculation late last year that the company would add the user interface seemed to cool down after several weeks of reports.
However, it appears that CarPlay might make its way to Tesla vehicles after all, as a recent report seems to indicate that it is still being worked on by software teams for the company.
The real question is whether it is truly needed or if it is just a want by so many owners that Tesla is listening and deciding to proceed with its development.
Back in November, Bloomberg reported that Tesla was in the process of testing Apple CarPlay within its vehicles, which was a major development considering the company had resisted adopting UIs outside of its own for many years.
Nearly one-third of car buyers considered the lack of CarPlay as a deal-breaker when buying their cars, a study from McKinsey & Co. outlined. This could be a driving decision in Tesla’s inability to abandon the development of CarPlay in its vehicles, especially as it lost a major advantage that appealed to consumers last year: the $7,500 EV tax credit.
Tesla owners propose interesting theory about Apple CarPlay and EV tax credit
Although we saw little to no movement on it since the November speculation, Tesla is now reportedly in the process of still developing the user interface. Mark Gurman, a Bloomberg writer with a weekly newsletter, stated that CarPlay is “still in the works” at Tesla and that more concrete information will be available “soon” regarding its development.
While Tesla already has a very capable and widely accepted user interface, CarPlay would still be an advantage, considering many people have used it in their vehicles for years. Just like smartphones, many people get comfortable with an operating system or style and are resistant to using a new one. This could be a big reason for Tesla attempting to get it in their own cars.
Tesla gets updated “Apple CarPlay” hack that can work on new models
For what it’s worth, as a Tesla owner, I don’t particularly see the need for CarPlay, as I have found the in-car system that the company has developed to be superior. However, many people are in love with CarPlay simply because, when it’s in a car that is capable, it is really great.
It holds one distinct advantage over Tesla’s UI in my opinion, and that’s the ability to read and respond to text messages, which is something that is available within a Tesla, but is not as user-friendly.
With that being said, I would still give CarPlay a shot in my Tesla. I didn’t particularly enjoy it in my Bronco Sport, but that was because Ford’s software was a bit laggy with it. If it were as smooth as Tesla’s UI, which I think it would be, it could be a really great addition to the vehicle.
Elon Musk reiterates Tesla Optimus’ most sci-fi potential yet
Tesla China January wholesale sales rise 9% year-on-year
