With a few weeks left in 2023, Tesla China seems to be focusing its resources on the domestic Chinese market. This was hinted at in a recent update to Tesla China’s online configurator, which showed that the wait times for both the Model 3 and Model Y have been adjusted.
As per Tesla China’s official website, the estimated wait times for the Giga Shanghai-made Model 3 and Model Y Long Range are now listed at 2-6 weeks. Previously, the estimate for the Model 3 Long Range’s wait time was listed at 6-9 weeks, while the Model Y Long Range was listed at 6-8 weeks. Other versions of the Model 3 and Model Y currently on sale in China are listed with an estimated delivery date of 2-6 weeks as well.
With the updated timeframe for vehicle orders in place, those who place an order for the Model 3 Highland or the revamped Model Y in China today may still be able to take delivery of their new vehicle by the end of the month. This should help Tesla China boost its domestic deliveries this Q4 2023.
$TSLA ??
Tesla China Model 3/Y Estimated Delivery Date has decreased.
– All vehicles will now be marked between 2-6 weeks.
– There is no change in price today. pic.twitter.com/rhmWu0MTlk— Tsla Chan (@Tslachan) December 14, 2023
While Tesla China has not explained the Giga Shanghai-made Model 3 and Model Y’s updated wait times, the adjustments could point towards a focus on the domestic Chinese market. Over the course of Q4, Tesla watchers have observed that the electric vehicle maker has been exporting several batches of vehicles abroad this quarter. Earlier this month alone, a fleet of Right Hand Drive (RHD) Teslas was spotted in the Shanghai South Port, ready to be shipped abroad.
As noted in a CNEV Post report, the shorter wait times in the Model 3 and Model Y could also hint at a smooth production ramp at Giga Shanghai. The facility, after all, is the sole Tesla factory that currently produces the Model 3 Highland and the refreshed Model Y, which features a slightly updated interior.
Further hints of Tesla’s strong demand in the Chinese domestic market come from reports about the Model Y RWD. A leaked document circulated by Tesla salespeople on social media suggests that the base Model Y is approaching near-sellout status in China for 2023. This is quite unsurprising as the Model Y RWD offers Tesla’s industry-leading tech and features at a reasonable price.
Tesla China offers two variants of the Model 3: a base RWD version that’s offered at RMB 261,400 ($36,995) before options, and a Long Range All Wheel Drive (AWD) variant that starts at RMB 297,400 ($42,085). The Model Y, on the other hand, is offered in three variants: a base RWD that starts at RMB 266,400 ($37,698), a Long Range AWD that starts at RMB 306,400 ($43,360), and a Performance variant that starts at RMB 363,900 ($51,498), respectively.
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Starlink goes mainstream with first-ever SpaceX Super Bowl advertisement
SpaceX used the Super Bowl broadcast to promote Starlink, pitching the service as fast, affordable broadband available across much of the world.
SpaceX aired its first-ever Super Bowl commercial on Sunday, marking a rare move into mass-market advertising as it seeks to broaden adoption of its Starlink satellite internet service.
Starlink Super Bowl advertisement
SpaceX used the Super Bowl broadcast to promote Starlink, pitching the service as fast, affordable broadband available across much of the world.
The advertisement highlighted Starlink’s global coverage and emphasized simplified customer onboarding, stating that users can sign up for service in minutes through the company’s website or by phone in the United States.
The campaign comes as SpaceX accelerates Starlink’s commercial expansion. The satellite internet service grew its global user base in 2025 to over 9 million subscribers and entered several dozen additional markets, as per company statements.
Starlink growth and momentum
Starlink has seen notable success in numerous regions across the globe. Brazil, in particular, has become one of Starlink’s largest growth regions, recently surpassing one million users, as per Ookla data. The company has also expanded beyond residential broadband into aviation connectivity and its emerging direct-to-cellular service.
Starlink has recently offered aggressive promotions in select regions, including discounted or free hardware, waived installation fees, and reduced monthly pricing. Some regions even include free Starlink Mini for select subscribers. In parallel, SpaceX has introduced AI-driven tools to streamline customer sign-ups and service selection.
The Super Bowl appearance hints at a notable shift for Starlink, which previously relied largely on organic growth and enterprise contracts. The ad suggests SpaceX is positioning Starlink as a mainstream alternative to traditional broadband providers.
Elon Musk
Tesla engineers deflected calls from this tech giant’s now-defunct EV project
Tesla engineers deflected calls from Apple on a daily basis while the tech giant was developing its now-defunct electric vehicle program, which was known as “Project Titan.”
Back in 2022 and 2023, Apple was developing an EV in a top-secret internal fashion, hoping to launch it by 2028 with a fully autonomous driving suite.
However, Apple bailed on the project in early 2024, as Project Titan abandoned the project in an email to over 2,000 employees. The company had backtracked its expectations for the vehicle on several occasions, initially hoping to launch it with no human driving controls and only with an autonomous driving suite.
Apple canceling its EV has drawn a wide array of reactions across tech
It then planned for a 2028 launch with “limited autonomous driving.” But it seemed to be a bit of a concession at that point; Apple was not prepared to take on industry giants like Tesla.
Wedbush’s Dan Ives noted in a communication to investors that, “The writing was on the wall for Apple with a much different EV landscape forming that would have made this an uphill battle. Most of these Project Titan engineers are now all focused on AI at Apple, which is the right move.”
Apple did all it could to develop a competitive EV that would attract car buyers, including attempting to poach top talent from Tesla.
In a new podcast interview with Tesla CEO Elon Musk, it was revealed that Apple had been calling Tesla engineers nonstop during its development of the now-defunct project. Musk said the engineers “just unplugged their phones.”
Musk said in full:
“They were carpet bombing Tesla with recruiting calls. Engineers just unplugged their phones. Their opening offer without any interview would be double the compensation at Tesla.”
Interestingly, Apple had acquired some ex-Tesla employees for its project, like Senior Director of Engineering Dr. Michael Schwekutsch, who eventually left for Archer Aviation.
Tesla took no legal action against Apple for attempting to poach its employees, as it has with other companies. It came after EV rival Rivian in mid-2020, after stating an “alarming pattern” of poaching employees was noticed.
Elon Musk
Tesla to a $100T market cap? Elon Musk’s response may shock you
There are a lot of Tesla bulls out there who have astronomical expectations for the company, especially as its arm of reach has gone well past automotive and energy and entered artificial intelligence and robotics.
However, some of the most bullish Tesla investors believe the company could become worth $100 trillion, and CEO Elon Musk does not believe that number is completely out of the question, even if it sounds almost ridiculous.
To put that number into perspective, the top ten most valuable companies in the world — NVIDIA, Apple, Alphabet, Microsoft, Amazon, TSMC, Meta, Saudi Aramco, Broadcom, and Tesla — are worth roughly $26 trillion.
Will Tesla join the fold? Predicting a triple merger with SpaceX and xAI
Cathie Wood of ARK Invest believes the number is reasonable considering Tesla’s long-reaching industry ambitions:
“…in the world of AI, what do you have to have to win? You have to have proprietary data, and think about all the proprietary data he has, different kinds of proprietary data. Tesla, the language of the road; Neuralink, multiomics data; nobody else has that data. X, nobody else has that data either. I could see $100 trillion. I think it’s going to happen because of convergence. I think Tesla is the leading candidate [for $100 trillion] for the reason I just said.”
Musk said late last year that all of his companies seem to be “heading toward convergence,” and it’s started to come to fruition. Tesla invested in xAI, as revealed in its Q4 Earnings Shareholder Deck, and SpaceX recently acquired xAI, marking the first step in the potential for a massive umbrella of companies under Musk’s watch.
SpaceX officially acquires xAI, merging rockets with AI expertise
Now that it is happening, it seems Musk is even more enthusiastic about a massive valuation that would swell to nearly four-times the value of the top ten most valuable companies in the world currently, as he said on X, the idea of a $100 trillion valuation is “not impossible.”
It’s not impossible
— Elon Musk (@elonmusk) February 6, 2026
Tesla is not just a car company. With its many projects, including the launch of Robotaxi, the progress of the Optimus robot, and its AI ambitions, it has the potential to continue gaining value at an accelerating rate.
Musk’s comments show his confidence in Tesla’s numerous projects, especially as some begin to mature and some head toward their initial stages.