

News
Tesla to restart Giga Shanghai expansion, possibly for $25k car: report
Tesla China is reportedly planning to resume the construction of Gigafactory Shanghai’s Phase 3 area. The construction could possibly pave the way for Tesla to produce its highly-anticipated affordable, next-generation electric car in China.
Citing sources reportedly familiar with the matter, local Chinese news outlet Late Post noted that Tesla actually started preparations for Giga Shanghai’s Phase 3 expansion in 2021. The company even reportedly assembled a team for the project. The initiative was reportedly put on hold last year, however, with some of the staff that was hired for Phase 3 being reassigned to other departments.
As per Late Post, industry insiders in China have speculated that if Tesla could successfully ramp Giga Shanghai’s Phase 3 area, the location could prioritize the production of the company’s affordable electric car, which would be built on the highly-anticipated next-generation platform. Tesla’s next-generation platform is key to the company’s goal of hitting 20 million vehicles annually in 2030.
Gigafactory Shanghai currently stands as Tesla’s most efficient factory. It only takes 37 seconds for a car to roll off the line at Giga Shanghai, while Gigafactory Texas takes 76 seconds, at least for now. Tesla’s next-generation car, with its expected production efficiencies, would likely hit an output that would be pretty difficult to match elsewhere.
Previous reports have stated that Tesla aimed to double Giga Shanghai’s annual production capacity to 2 million vehicles with the facility’s planned Phase 3 expansion. As per the company’s latest Q3 2023 Update Letter, the Shanghai factory is currently listed with an estimated capacity of over 950,000 vehicles per year. This makes Giga Shanghai Tesla’s largest production hub worldwide by volume.
If the recent reports from China prove accurate, Tesla will soon have two notable construction projects in the country. Earlier this year, Tesla also signed a deal with Shanghai’s Lingang authorities to build a Megafactory in the area. The Megafactory, similar to its sister site in Lathrop, California, would be producing the Megapack battery, Tesla’s flagship energy storage product that’s specifically designed for large-scale use.
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News
Tesla owners are celebrating Model Y L first deliveries
The timing of the Model Y L’s release aligns with growing demand for Tesla vehicles in China.

Tesla customers in China seem to be loving the Model Y L. This was hinted at in posts from the electric vehicle maker on Chinese social media platform Weibo.
The Model Y L is Tesla’s entry into China’s competitive six-seat crossover SUV segment, which has previously been out of reach for the standard Model Y.
Model Y L delivery celebrations
Tesla Model Y L owners in China have been sharing enthusiastic reviews following the delivery of their vehicles. Many cited the SUV’s safety, practicality, and family-friendly design as key reasons for choosing the vehicle. Several noted that they placed orders for the vehicle without seeing the Model Y L in person, while others highlighted that they “only trust Tesla for its safety and technology.”
“For our two kids and two grandparents, the six-seater Model Y L is perfect for our family of six. Because we trust Tesla’s safety and intelligent features, we placed a blind order to be among the first owners to take delivery!” one Model Y L owner stated, as translated by Tesla watcher @tslaming.
Owners praised the six-seater’s handling, spaciousness, and advanced features, with one calling it “perfect” compared to competitors. Families highlighted the Model Y L’s suitability for accommodating children and grandparents, while others described upgrading from previous Teslas as a natural choice. Some even made long trips to pick up their vehicles, eager to take road trips across China in the new model.
“This is my second Tesla, and I specially took the high-speed train to pick it up! The first thing I’ll do with my new car is take my family and dog on a road trip to Xinjiang, and travel all over China with the Model Y L,” another Model Y L customer wrote.
Tesla Model Y specs
Unveiled on August 19, the Model Y L joins Tesla’s existing five-seat variants in China, offering a larger footprint and additional seating. Priced from RMB 339,000 ($47,460), the vehicle is positioned above the RWD and long-range AWD five-seat versions. The Model Y L is longer than the standard Model Y, with a wheelbase extended to 3,040 mm.
The timing of the Model Y L’s release aligns with growing demand for Tesla vehicles in China. Recent insurance registration data showed 12,500 Tesla units recorded last week, a 21% increase from the previous week’s 10,300 units. Analysts expect the addition of the six-seat SUV to broaden Tesla’s appeal to families seeking larger electric options, further boosting sales momentum this third quarter.
News
Tesla deploys Unsupervised FSD in Europe for the first time—with a twist
Europe has so far been elusive for Tesla’s FSD rollout.

Tesla has officially started using Unsupervised FSD in Europe, at least, within the Giga Berlin complex.
Ready for rollout
As per a video from the Tesla AI team, Model Y units that are produced at Giga Berlin now autonomously transport themselves from the end of the production line to their designated holding areas. The video demonstration, which was posted on X, followed a Model Y unit that parked itself autonomously at a charging station, and another that headed straight to Giga Berlin’s outbound area.
Giga Berlin plant manager André Thierig shared his insights on the video, stating that “Every Tesla we built has the ability to drive autonomously and we use this feature 100% for outbound operations, starting from the light tunnel until the car arrives at the outbound yard! Really impressive!” He also stated that he “cannot wait to see this on European roads outside the factory.”
Unsupervised FSD in Europe
Europe has so far been elusive for Tesla’s FSD rollout. While FSD Supervised has been rolled out to consumers in the United States, and to some degree, in China, only tests have so far been implemented in Europe. This has resulted in numerous Tesla owners getting their patience tested, especially those who have purchased FSD in vehicles that are now several years old.
Tesla, for its part, has been demonstrating Unsupervised FSD operating on public European roads across several countries, such as France and Germany. So far, however, the wait is still on for Europe to allow FSD, both Supervised and Unsupervised, to be operated by regular consumers on public roads.
News
Tesla Robotaxi makes major expansion with official public app launch
Tesla officially announced on early Thursday morning that its Robotaxi suite is officially public, launching its separate Robotaxi app to iOS users for the first time, allowing them to test out the driverless ride-hailing platform.

Tesla has made a major expansion with its Robotaxi platform, marking its official public launch of the app for iOS users.
Tesla has had an active Robotaxi program for two and a half months now, launching it for the first time in Austin, Texas, in late June.
It was not a public beta, as the company extended invitations to a select group of relevant influencers and media in the space, aiming to keep things relatively private until confidence in its performance was established.
Over the past ten weeks, Tesla has expanded its fleet size, its geofence, and its list of invitees on several occasions. However, it was still not offering rides to anyone on the street. That has changed.
Tesla officially announced on early Thursday morning that its Robotaxi suite is officially public, launching its separate Robotaxi app to iOS users for the first time, allowing them to test out the driverless ride-hailing platform:
🚨 Tesla has announced that the Robotaxi app is now available to all iOS users, with Android access coming soon! pic.twitter.com/3wN6Ssg0aa
— TESLARATI (@Teslarati) September 4, 2025
Once you download the app, you will be put on a waitlist to enter the company’s list of riders. It seems that the earlier you download and join, the sooner you will be able to test one of the company’s driverless Model Y vehicles in the city.
The expansion of the app marks a major achievement for Tesla in the sense that the company is confident to begin allowing more riders to utilize the platform. It may also be looking for a more local consumer base, as many users of the app do not reside in Austin. Tesla may hope to attract more daily users who would utilize Robotaxi for their commute to work, rides to dinner and social events, and other regular uses.
In its nearly three months of operation, Tesla has expanded the Robotaxi geofence in Austin on three occasions, with the most recent bringing the Service Area to 190 square miles.
Tesla Robotaxi geofence expansion enters Plaid Mode and includes a surprise
The most recent growth included new territories, including Giga Texas, the company’s manufacturing facility, Austin-Bergstrom International Airport, and freeway driving for the first time.
Freeways are where Tesla has taken a slightly different approach, as it will be moving the safety monitor to the driver’s seat for those trips for the time being.
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