News
Tesla’s ‘Catfish Effect’ is propelling China’s local EV makers forward
When Tesla was preparing to enter the electric vehicle segment with a wholly-owned factory in China, former Industry Minister Miao Wei stated that the American EV maker’s presence would result in a “Catfish Effect” on the country’s electric car industry. Just over a year since Gigafactory Shanghai started operations, it seems like Miao’s statements are shaping up to be accurate.
The Catfish Effect suggests that the arrival of a strong competitor will encourage “weaker” players to innovate and better themselves. Tesla, being the world leader in EVs, seems to have played the catfish in China’s EV segment last year. The Silicon Valley-based electric car maker sold 114,000 made-in-China Model 3 vehicles during the first 11 months of 2020, as per data from the China Passenger Car Association (CPCA).
This month, Tesla dropped another strong player in the Chinese EV market in the form of the Model Y, an all-electric crossover that is more affordable than rivals from companies like Audi, Mercedes-Benz, and BMW. Tesla formally launched the Model Y in China with a starting price of RMB 339,900 ($52,550), 30% lower than its pre-launch price. This resulted in Tesla showrooms being swamped by prospective Model Y buyers. Competitors were appropriately unnerved, as per a report from The Nikkei Asian Review.
China has stood as the world’s largest market for electric cars. This means that China’s premier EV makers such as BYD, SAIC, NIO, and Xpeng Motors are no joke. Local electric car makers can design and create compelling EVs, but last year, most–if not all–were eclipsed by the Model 3, whose technology was a cut above its domestic rivals. Its robust set of standard features like Autopilot also gave it an edge against competitors.
Following the launch of the Model Y in China, Yu Liguo, the president of Arcfox, an EV unit of BAIC Motor, remarked that Tesla’s advantage in the country’s EV sector would likely not be matched by local manufacturers, at least not in the near future. This is especially true in the case of features like Autopilot, which place Tesla far ahead of competitors in the Chinese EV market and globally. Despite this, Yu was optimistic, noting that Chinese EV makers would catch up eventually.
Pure EV companies from China are initiating programs that are aimed at expanding their business. NIO is ramping its battery-swapping network, and it recently launched a new used-car platform to make its vehicles more attainable to buyers. Xpeng Motors’ first European orders were also shipped from China to Norway. Legacy automakers such as SAIC, propelled by vehicles like the MG ZS EV, sold nearly 12,000 electric cars in Europe during the first nine months of 2020.
Granted, Chinese-branded electric vehicles only account for about 10% of the global EV market, as per a report from UBS Securities. But thanks to the presence of Tesla, China’s electric vehicle makers may soon adopt more assertive strategies. With Gigafactory Shanghai ramping Model 3 and Model Y production, Tesla’s Catfish Effect may very well be underway in China.
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Check out a MIC Model Y delivery event video below.
Elon Musk
SpaceX’s Starship program is already bouncing back from Booster 18 fiasco
Just over a week since Booster 18 met its untimely end, SpaceX is now busy stacking Booster 19, and at a very rapid pace, too.
SpaceX is already bouncing back from the fiasco that it experienced during Starship Booster 18’s initial tests earlier this month.
Just over a week since Booster 18 met its untimely end, SpaceX is now busy stacking Booster 19, and at a very rapid pace, too.
Starship V3 Booster 19 is rising
As per Starbase watchers on X, SpaceX rolled out the fourth aft section of Booster 19 to Starbase’s MegaBay this weekend, stacking it to reach 15 rings tall with just a few sections remaining. This marks the fastest booster assembly to date at four sections in five days. This is quite impressive, and it bodes well for SpaceX’s Starship V3 program, which is expected to be a notable step up from the V2 program, which was retired after a flawless Flight 11.
Starship watcher TankWatchers noted the tempo on X, stating, “During the night the A4 section of Booster 19 rolled out to the MegaBay. With 4 sections in just 5 days, this is shaping up to be the fastest booster stack ever.” Fellow Starbase watcher TestFlight echoed the same sentiments. “Booster 19 is now 15 rings tall, with 3 aft sections remaining!” the space enthusiast wrote.
Aggressive targets despite Booster 18 fiasco
SpaceX’s V3 program encountered a speed bump earlier this month when Booster 18, just one day after rolling out into the factory, experienced a major anomaly during gas system pressure testing at SpaceX’s Massey facility in Starbase, Texas. While no propellant was loaded, no engines were installed, and no one was injured in the incident, the unexpected end of Booster 18 sparked speculation that the Starship V3 program could face delays.
-->Despite the Booster 18 fiasco, however, SpaceX announced that “Starship’s twelfth flight test remains targeted for the first quarter of 2026.” Elon Musk shared a similar timeline on X earlier this year, with the CEO stating that “ V3 is a massive upgrade from the current V2 and should be through production and testing by end of year, with heavy flight activity next year.”
Considering that Booster 19 seems to be moving through its production phases quickly, perhaps SpaceX’s Q1 2026 target for Flight 12 might indeed be more than feasible.
News
Elon Musk makes a key Tesla Optimus detail official
“Since we are naming the singular, we will also name the plural, so Optimi it is,” Musk wrote on X.
Tesla CEO Elon Musk just made a key detail about Optimus official. In a post on X, the CEO clarified some key wording about Optimus, which should help the media and the public become more familiar with the humanoid robot.
Elon Musk makes Optimus’ plural term official
Elon Musk posted a number of Optimus-related posts on X this weekend. On Saturday, he stated that Optimus would be the Von Neumann probe, a machine that could eventually be capable of replicating itself. This capability, it seems, would be the key to Tesla achieving Elon Musk’s ambitious Optimus production targets.
Amidst the conversations about Optimus on X, a user of the social media platform asked the CEO what the plural term for the humanoid robot will be. As per Musk, Tesla will be setting the plural term for Optimus since the company also decided on the robot’s singular term. “Since we are naming the singular, we will also name the plural, so Optimi it is,” Musk wrote in his reply on X.
This makes it official. For media outlets such as Teslarati, numerous Optimus bots are now called Optimi. It rolls off the tongue pretty well, too.
Optimi will be a common sight worldwide
While Musk’s comment may seem pretty mundane to some, it is actually very important. Optimus is intended to be Tesla’s highest volume product, with the CEO estimating that the humanoid robot could eventually see annual production rates in the hundreds of millions, perhaps even more. Since Optimi will be a very common sight worldwide, it is good that people can now get used to terms describing the humanoid robot.
-->During the Tesla 2025 Annual Shareholder Meeting, Musk stated that the humanoid robot will see “the fastest production ramp of any product of any large complex manufactured product ever,” starting with a one-million-Optimi-per-year production line at the Fremont Factory. Giga Texas would get an even bigger Optimus production line, which should be capable of producing tens of millions of Optimi per year.
News
Tesla is improving Giga Berlin’s free “Giga Train” service for employees
With this initiative, Tesla aims to boost the number of Gigafactory Berlin employees commuting by rail while keeping the shuttle free for all riders.
Tesla will expand its factory shuttle service in Germany beginning January 4, adding direct rail trips from Berlin Ostbahnhof to Giga Berlin-Brandenburg in Grünheide.
With this initiative, Tesla aims to boost the number of Gigafactory Berlin employees commuting by rail while keeping the shuttle free for all riders.
New shuttle route
As noted in a report from rbb24, the updated service, which will start January 4, will run between the Berlin Ostbahnhof East Station and the Erkner Station at the Gigafactory Berlin complex. Tesla stated that the timetable mirrors shift changes for the facility’s employees, and similar to before, the service will be completely free. The train will offer six direct trips per day as well.
“The service includes six daily trips, which also cover our shift times. The trains will run between Berlin Ostbahnhof (with a stop at Ostkreuz) and Erkner station to the Gigafactory,” Tesla Germany stated.
Even with construction continuing at Fangschleuse and Köpenick stations, the company said the route has been optimized to maintain a predictable 35-minute travel time. The update follows earlier phases of Tesla’s “Giga Train” program, which initially connected Erkner to the factory grounds before expanding to Berlin-Lichtenberg.
-->Tesla pushes for majority rail commuting
Tesla began production at Grünheide in March 2022, and the factory’s workforce has since grown to around 11,500 employees, with an estimated 60% commuting from Berlin. The facility produces the Model Y, Tesla’s best-selling vehicle, for both Germany and other territories.
The company has repeatedly emphasized its goal of having more than half its staff use public transportation rather than cars, positioning the shuttle as a key part of that initiative. In keeping with the factory’s sustainability focus, Tesla continues to allow even non-employees to ride the shuttle free of charge, making it a broader mobility option for the area.
Tesla Model Y is still China’s best-selling premium EV through October
SpaceX’s Starship program is already bouncing back from Booster 18 fiasco
