

News
The Tesla Model Y is the second best selling vehicle in China in November
The Tesla Model Y was the second best-selling vehicle in China in November.
Tesla has had a fantastic Q4 in China thus far. First, Tesla announced that it had produced over 100,000 units in China, making it a leading EV exporter. Then, the Chinese automotive registration agency stated that Tesla sold over 60,000 vehicles in November alone. Now the Tesla Model Y has been declared the second best-selling vehicle in the country for November.
According to Dongchedi (a Chinese news site) and China’s “Multiplication Association,” reported by @Moneyball_R on Twitter, the Tesla Model Y was the second best-selling vehicle in China in November, selling 52,424 units. The Tesla fell just behind the BYD Song+ DM-i PHEV (56,637 units) and just ahead of the Hongguang Mini EV (31,982 units).
China ICEV+NEV PV Nov retail sales
✴️Top 15 models
?BYD Song DM-i
?Tesla Model Y
?SGMW Hongguang MINI
(DONGCHEDI)
*6/top 10 models NEV; 4/top 10 models EV https://t.co/QokMdyqhSB pic.twitter.com/vKaIVUNIgn— Moneyball (@MoneybaII_R) December 8, 2022
Impressively, the Tesla Model Y sold far more units than the traditional leader, the Hongguang Mini EV, and even sold far more units than cheaper gas and hybrid options from Toyota (the Camry, RAV4, and Corrolla), Honda (the Civic, CRV, and Accord), and BYD. On top of that, this demand surge is out of the ordinary for Tesla in China, which is indicated by Dongchedi’s chart, showing that the Tesla Model Y climbed by 24 places compared to last month.
The other surprising statistic is the lack of demand for Tesla’s other mass-market product, the Model 3. The Model 3 placed 45th on the most recent leaderboard, selling 10,069 vehicles in November. This places the Model 3 between the Toyota RAV4 and the Toyota Wildlander (a slightly smaller RAV4 sold in Asian markets). And while the Model 3 also bounded up the leaderboard (up 130 places), it remains unclear why consumers chose the Model Y more consistently.
If it isn’t already apparent, China has fully taken advantage of electric vehicle technology and is working towards 100% EV adoption faster than most countries on Earth. Along with this massively growing demand for the technology, Tesla has been garnering Chinese demand and even issuing discounts to keep demand strong, already issuing two deals in this quarter alone.
Tesla MIC Nov sales
✴️wholesale: 100,291
✴️retail: 62,493
✴️exports: 37,798
(CPCA) pic.twitter.com/uHeD9dnoxZ— Moneyball (@MoneybaII_R) December 8, 2022
As Tesla closes the final quarter of the year, Chinese sales will likely be a significant propellant for the brand as it hopes to recover its stock price, which has fallen to record lows this year. But it isn’t evident if Tesla will hit its elusive goal of 500,000 vehicles produced in the quarter and 1.4 million units produced annually.
What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!
News
Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI
The CEO stated that Nvidia is already an investor in xAI, but he wished he had given the artificial intelligence startup more money.

Nvidia CEO Jensen Huang revealed that one of his investment regrets is not putting more money into Elon Musk’s artificial intelligence startup, xAI.
Speaking in a CNBC interview, Huang said Nvidia is already an investor in xAI but wished he had given the artificial intelligence startup more money. This was due to Musk’s record of building transformative companies such as Tesla and SpaceX.
A new wave of transformative AI firms
Huang said he’s very excited about xAI’s latest financing round. He described Musk’s company as part of a powerful new generation of AI developers, alongside OpenAI and Anthropic. that are reshaping the computing landscape.
“I’m super excited about the financing opportunity they’re doing. The only regret I have about xAI, we’re an investor already, is that I didn’t give him more money. You know almost everything that Elon’s pat of, you really want to be part of as well,” the Nvidia CEO stated.
The CEO also clarified Nvidia’s investment in xAI, revealing that Elon Musk had offered the investment opportunity to the chipmaker. “He (Musk) gave us the opportunity to invest in xAI. I’m just delighted by that,” Huang stated.
AI investment boom
Huang contrasted today’s AI-driven economy with the early days of the internet. “Back then, all the internet companies combined were maybe $30 or $40 billion in size,” he said. “If you look at the hyperscalers now, that’s about $2.5 trillion of business already operating today.”
He also stated that the ongoing shift from CPU-based computing to GPU-powered generative AI represents a “multi-trillion-dollar buildout” that Nvidia is looking to support. Huang added that every Nvidia engineer now works with AI coding assistants such as Cursor, which he called his “favorite enterprise AI service,” and it has led to a major productivity boost across the company.
Watch Nvidia CEO Jensen Huang’s CNBC interview in the video below.
Investor's Corner
Stifel raises Tesla price target by 9.8% over FSD, Robotaxi advancements
Stifel also maintained a “Buy” rating for the electric vehicle maker.

Investment firm Stifel has raised its price target for Tesla (NASDAQ:TSLA) shares to $483 from $440 over increased confidence in the company’s self-driving and Robotaxi programs. The new price target suggests an 11.5% upside from Tesla’s closing price on Tuesday.
Stifel also maintained a “Buy” rating despite acknowledging that Tesla’s timeline for fully unsupervised driving may be ambitious.
Building confidence
In a note to clients, Stifel stated that it believes “Tesla is making progress with modest advancements in its Robotaxi network and FSD,” as noted in a report from Investing.com. The firm expects unsupervised FSD to become available for personal use in the U.S. by the end of 2025, with a wider ride-hailing rollout potentially covering half of the U.S. population by year-end.
Stifel also noted that Tesla’s Robotaxi fleet could expand from “tiny to gigantic” within a short time frame, possibly making a material financial impact to the company by late 2026. The firm views Tesla’s vision-based approach to autonomy as central to this long-term growth, suggesting that continued advancements could unlock new revenue streams across both consumer and mobility sectors.
Tesla’s FSD goals still ambitious
While Stifel’s tone remains optimistic, the firm’s analysts acknowledged that Tesla’s aggressive autonomy timeline may face execution challenges. The note described the 2025 unsupervised FSD target as “a stretch,” though still achievable in the medium term.
“We believe Tesla is making progress with modest advancements in its Robotaxi network and FSD. The company has high expectations for its camera-based approach including; 1) Unsupervised FSD to be available for personal use in the United States by year-end 2025, which appears to be a stretch but seems more likely in the medium term; 2) that it will ‘probably have ride hailing in probably half of the populations of the U.S. by the end of the year’,” the firm noted.
News
Tesla Cybertruck gets Full Self-Driving v14 release date, sort of

Tesla Cybertruck owners are wondering when they will get access to the company’s Full Self-Driving version 14.1 that rolled out to other owners today for the first time.
Cybertruck owners typically receive Full Self-Driving updates slightly later than other drivers, as the process for the all-electric pickup is different. It is a larger vehicle that requires some additional attention from Tesla before FSD versions are rolled out, so they will be slightly delayed. CEO Elon Musk said the all-wheel steering technically requires a bit more attention before rollout as well.
The all-wheel steering of Cybertruck requires a bit more Autopilot training
— Elon Musk (@elonmusk) October 7, 2025
After some owners got access to the v14.1 Full Self-Driving suite this morning, Cybertruck owners sought out a potential timeframe for when they would be able to experience things for themselves.
Tesla owners show off improvements with new Full Self-Driving v14 rollout
They were able to get an answer from Ashok Elluswamy, Tesla’s Head of AI, who said:
“We got you. Coming soon.”
We got you. Coming soon.
— Ashok Elluswamy (@aelluswamy) October 7, 2025
The release of FSD v14.1 for Cybertruck will not be tempered, either. Elluswamy then confirmed that Tesla would be rolling out the full-featured FSD v14 for the pickup, meaning it would be able to reverse and park itself, among other features.
Elluswamy said it would be capable of these features, which were void in other FSD releases for Cybertruck in the past.
Tesla’s rollout of FSD v14.1 brings several extremely notable changes and improvements to the suite, including more refined operation in parking garages, a new ability to choose parking preferences upon arriving at your destination, a new driving mode called “Sloth,” which is even more reserved than “Chill,” and general operational improvements.
Those who were lucky enough to receive the suite have already started showing off the improvements, and they definitely seem to be a step up from what v13’s more recent versions were capable of.
CEO Elon Musk called v14 “sentient” a few weeks back, and it seems that it is moving toward that. However, he did state that additional releases with more capabilities would be available in the coming weeks, but many owners are still waiting for this first version.
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