News
Tesla Giga Shanghai posted record numbers despite weak Chinese auto market
Tesla Giga Shanghai posted record delivery numbers during an overall weak month for auto sales in China, revealing its strong hold in the local market.
Tesla China set a new record in November 2022, selling 100,291 Giga Shanghai-produced vehicles during the month. Shortly after the China Passenger Car Association (CPCA) released details of Giga Shanghai’s record sales, reports continued to claim that Tesla China would cut production in December by a notable degree.
Tesla’s rumored production cuts appear unlikely, or at least not as grave as reports would suggest. First, Tesla China officially dubbed the reports as “untrue.” Second, Giga Shanghai just hit its highest record sales last month, so why would Tesla China substantially cut back its output?
Piper Sandler Sheds Light on Tesla China
Multiple publications claimed that rising competition with Chinese EV manufacturers may lead to Tesla Giga Shanghai’s presumed production cut in December. Piper Sandler analyst Alexander Potter said Giga Shanghai would not cut production because of rising competition in the Chinese EV market.
CPCA details on Tesla China’s sales support Potter’s statement. Tesla China sold a total of 69,098 Model Y units and 31,193 Model 3 sedans in China last month. It exported precisely 37,798 vehicles from Giga Shanghai to foreign territories. This made Tesla the country’s top exporter of New Energy Vehicles (NEV) in China.


China Auto Market Status
A more recent note from Piper Sandler provided some context regarding Tesla China’s record-breaking sales last month. The CPCA released data from last month, revealing that auto retail sales dropped by 9.2% compared to 2021. Retail sales decreased by 10.5% compared to October 2022. Constraints related to COVID-19 contributed to the drop in retail sales.
“Therefore, the closure and control had an impact on both the supply and purchase of automobile stores in the automobile market. This autumn and winter saw abnormal retail sales. The downward trend continues,” stated the CPCA.
Potter pointed out that China’s car market declined in October and November–both months that usually yield solid retail sales. The Piper Sandler analyst also noted that October and November typically combine to make up 18.7% of full-year sales. Given the CPCA’s recent data, Tesla China’s performance in November appears even more impressive.
However, with the current state of the Chinese auto market, Tesla may be facing more challenges ahead.
“December is typically the strongest month of the year, historically accounting for 10.9% of full-year sales [in China], so if recent downward momentum isn’t addressed through loosening COVID restrictions, then widespread production cut may be necessary. In this context, it’s easier to understand recent murmurs re: lower production at Shanghai Gigafactory,” noted Alexander Potter.
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News
Starlink launches Communities Program for passive income through internet sharing
Starlink is launching a new beta path for ordinary property owners and local operators to turn a single Starlink kit into a small shared-access business for passive income.
Under the Starlink for Communities program, a host installs one dish and router setup in a location with nearby demand: an apartment complex, campground, rural crossroads, or event site. Neighbors or local users can buy short-term passes rather than full individual subscriptions, giving the Starlink provider a potential path to passive income.
Hour, day, and week passes cover one device. A month pass covers up to four. Starlink handles account creation, payments, access controls, and the satellite link itself. The host’s role is mainly placement, power, and basic upkeep, with earnings tied to each paid connection.
Big news! SpaceX is introducing a new @Starlink for Communities program that lets you earn money by providing Starlink internet to your neighbors or people nearby, who can pay for access by the hour, day, week, or month.
Neighbors pay for the access they need, while the person… pic.twitter.com/DtOUs0Ekvt
— Sawyer Merritt (@SawyerMerritt) October 1, 2026
The model echoes the passive-income vision long attached to Tesla’s Robotaxi plans, and it seems like it’s something Musk has hinted toward in the past as he believes AI will make the need to work relatively optional. In both cases, the platform owns the hard parts of matching, billing, and network management, while an individual supplies a physical asset that sits idle much of the time.
A Starlink host’s dish can serve multiple nearby users without each household buying and installing its own terminal. A Tesla owner, under the stated Robotaxi concept, would leave a vehicle enrolled in the fleet during unused hours so the car generates rides while the owner is at work or asleep.
Both arrangements convert under-utilized hardware into a revenue stream. They also let the company scale coverage or capacity without owning every endpoint.
Differences are practical. A Starlink kit is a fixed, relatively low-cost terminal whose main constraint is local congestion and line-of-sight. A Tesla Robotaxi is a mobile, high-value vehicle whose earnings depend on demand density, utilization rates, insurance, cleaning, and charging.
Starlink’s program is already accepting host applications in multiple countries and describes the revenue split as ongoing. Tesla’s owner-network version remains more aspirational.
The company currently operates a limited company-controlled robotaxi service in select areas and has solicited interest from fleet buyers for Cybercab vehicles, while private Full Self-Driving owners have not yet been able to dispatch their own cars for paid rides at scale.
Tesla primes Cybercabs for 4K streaming and high bandwidth gaming with Starlink integration
Starlink is a satellite broadband service operated by SpaceX that uses a constellation of low-Earth-orbit satellites to deliver internet to locations where terrestrial broadband is slow, expensive, or absent. It has grown to millions of subscribers worldwide by selling direct residential, mobile, and enterprise terminals, and have become widely available at a wide array at retail locations like Target and Best Buy.
The Communities program extends that reach by letting hosts resell short bursts of capacity to people nearby, while also providing high-speed internet access to those who are simply around a Starlink user.
News
Tesla just made its headlights even better through a software update
Tesla just upgraded its headlights through a software update, making them even better without any physical or hardware upgrade.
Tesla’s latest software update is quietly improving nighttime driving for a small number of owners. Version 2026.38 includes a new capability called Dynamic Headlight Leveling.
The feature automatically adjusts the aim of the low beams in response to driving conditions and nearby traffic, with the goal of giving the driver more usable light on the road while reducing glare for oncoming vehicles and traffic ahead.
2026.38 just dropped.
Model 3 gets Dynamic Headlight Leveling — low beams auto-aim around traffic for max visibility, less glare. Model 3 / Y (AMD HW3) also pick up sharper Tesla visuals + an enhanced park scene on the center display.
Legacy Intel cars get Supercharger Site… pic.twitter.com/45ac4AH6Vs
— Frunk To Trunk (@FrunkToTrunk) September 30, 2026
Unlike Tesla’s matrix high-beam system, which selectively dims individual LED segments to create shadows around other cars, Dynamic Headlight Leveling physically tilts the low-beam projectors. Internal motors respond to changes in vehicle pitch.
When the car accelerates hard, climbs a steep grade, or carries extra weight in the rear, the headlights can otherwise point higher than intended. The software counters that movement in real time so the beam stays aimed at the road surface rather than into the eyes of other drivers.
Early indications reveal the update is reaching a limited set of vehicles, including certain Model 3 and Cybertruck examples in the United States and the United Arab Emirates. The rollout does not appear tied to a single hardware revision, and Tesla has not published a broader schedule. It is simply a common waiting game until your car receives it.
The change arrives against a backdrop of wider complaints about headlight glare. Some earlier Model 3 and Model Y vehicles were the subject of an NHTSA recall related to excessive low-beam glare; the software adjustment offers a potential mitigation for cars equipped with the necessary leveling hardware. It does not replace adaptive high beams where those are already available, nor does it alter the basic low-beam pattern itself.
Instead, it keeps an existing beam pointed where it is most useful.
For drivers who have received the update, the system requires no new settings or user input. The headlights simply respond as road conditions and traffic change. As the feature reaches more vehicles, it adds another example of Tesla using over-the-air software to refine existing hardware rather than waiting for a new model year. Nighttime visibility and reduced glare for others are the practical results owners are expected to notice first.
Lifestyle
Tesla teases “Halloween Mode” update with Optimus rising from a graveyard
Tesla’s Halloween teaser hides a covered vehicle and an Optimus hand rising from the ground.
Tesla has started teasing a Halloween software update for its vehicles, with a short clip on X that reads, “Halloween is coming.” The clip opens on a glowing pumpkin before pulling back to the car’s center touchscreen, where the usual parked visualization has been replaced by a graveyard scene, and the vehicle draped with a white sheet so it reads as a cartoon ghost.
Halloween is coming pic.twitter.com/lM3ASUeOqX
— Tesla (@Tesla) October 1, 2026
The second detail is a robotic hand clawing its way out of the dirt like a zombie, which looks to be the hand of Tesla’s latest Optimus V3 humanoid robot. While Tesla still has not formally shown Optimus Gen 3 walking around in service, renders pulled from Tesla’s Android app last month gave the clearest look yet, including far more refined hands that Tesla has said carry 22 degrees of freedom. The hand has been the hardest part of the program. Musk has called it the majority of the robot’s engineering difficulty, and Tesla’s patents describe a design driven by tendons with the actuators moved into the forearm.
Tesla Optimus V3 hand and arm details revealed in new patents
Optimus also has a Halloween track record. Last October the robot handed out candy in Times Square, and a costumed “zombie” Optimus shuffled around the Tesla Diner in Los Angeles on Halloween night.
On the software side, Tesla’s 2025 Holiday Update expanded Santa Mode with a Santa sleigh, snowmen, snow effects, and a festive lock chime, so it wouldn’t be too far fetched if we saw something similar but themed for a Halloween Mode.