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Tesla offers limited-time transfers on free unlimited Supercharging in China
After Tesla launched the ability for customers to transfer its free unlimited Supercharging in North America last month, the automaker’s business in China has followed suit.
Tesla China is now offering transfers for customers with the free unlimited Supercharging benefit, so long as they take delivery by the end of the year, according to a post on the automaker’s Weibo page (via Sawyer Merritt). While Tesla’s North American version of the program excludes the Model 3, the program in China includes all four of the automaker’s models in the incentive program.
As translated from Chinese, Tesla writes the following about the incentive in the Weibo post:
“Winter benefits for old car owners are here, free Supercharger limited-time transfers warm online. Before the end of the year, if an old car owner orders any S3XY model and takes delivery on time, the free Supercharging benefit from the original car can be transferred to the new car. This winter, walk warmly with Tesla.”
The post also adds that the incentive will run from November 18 to December 31, and it includes the following image, with some more fine print at the bottom.
Credit: Tesla China | Weibo
You can also read an English translation of the fine print in the image below:
This ‘rights transfer program’ only allows free Supercharging perks to be transferred. The car owner needs to be a current ‘lifetime free Supercharging’ user and order a new car through the same Tesla account.
Ordered models that enjoy this program include official website customized cars of the Model S, 3, X or Y currently on sale, new viewing cars, non-new existing cars, show cars and test drives. The purpose of the current vehicle registration must and remains ‘non-operational.’ Certified second-hand cars and bulk purchase orders cannot participate in this program.”
Users need to place an order for a vehicle before December 31, 2023 and have it delivered between November 18, 2023 and December 31, 2023 before they can participate in this promotion.
The free Supercharging service rights under this policy are non-transferable and cannot be transferred to other vehicles. If the car owners resells the new car, the rights will be terminated immediately. This policy cannot be combined with other current sales policies (including incentive policies such as referrals, introductions, replacements, test drives of non-new vehicles, etc.)
The content of activities related to this policy shall be subject to the official website, and details provided in offline stores. Tesla reserves the right to interpret within the scope permitted by law.
Tesla regularly offers incentives and special perks to help boost sales nearing the end of quarters and years, with the company last offering discounted prices on some models in China for purchases made by the end of the year.
The program comes just after the automaker began delivering its updated Model 3 “Highland” in China and other countries last month. It also comes after Tesla has raised prices on the Model 3 and Model Y rear-wheel-drive variants in China.
At the time of writing, the refreshed Tesla Model 3 starts at a price of RMB 261,400 (~$36,251) in China, while the Model Y starting price is RMB 266,400 (~$36,945). The Model S sticker price begins at RMB 698,900 (~$96,925) in the country, while the Model X is priced starting at RMB 738,900 (~$102,472).
Tesla China sees 12,700 insurance registrations for November’s second week
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Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
