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Tesla outsold BYD in Q1 to regain world’s largest EV seller title

Credit: @Mashele333/X

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Tesla has once again outpaced Chinese automotive giant BYD in quarterly sales, after China’s largest electric vehicle (EV) maker briefly outsold the U.S. company in Q4.

BYD and Tesla both reported their first-quarter delivery numbers on Tuesday (BYD reported estimates), with both automakers feeling the effects of a slight slowdown in global EV markets. Tesla delivered 386,810 vehicles in Q1, while BYD delivered approximately 300,114 battery-electric vehicles (BEVs).

The news also means that Tesla regained the title of the world’s largest BEV seller, after holding it for most of last year, and briefly being outpaced by BYD in Q4 for the first time.

BYD had its slowest profit growth in two years in Q4

For Tesla, the deliveries marked an 8.5 percent decline year over year, down from 422,875 vehicles delivered in Q1 2023, and a roughly 20.2 percent drop from Q4. BYD also fell 43 percent from its record quarterly high of 526,409 BEV units sold in Q4, though it also saw BEV sales increase 36 percent from the first quarter of 2023.

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Notably, China remains an important market for Tesla, though BYD doesn’t yet sell vehicles in the U.S. and has said it doesn’t plan to enter the market anytime soon. Following widespread reports of BYD supposedly becoming the world’s largest BEV seller in Q4, some pointed out Tesla’s operation of fewer factories, its larger net profit levels, and its substantially lower number of workers.

In addition, Tesla CEO Elon Musk responded to the reports, pointing to Tesla’s status as much more than just an automotive company.

That particular point feels especially relevant as Tesla has officially changed the “beta” moniker Full Self-Driving (FSD), instead dubbing the system “FSD (Supervised)” as it rolls out the highly anticipated v12, free trials, and mandatory FSD demos on delivery.

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Also, it’s worth noting that Tesla and BYD have both been vocal about competition being necessary to help achieve widespread BEV adoption. In February, BYD Vice President Stella Li called Tesla a “partner” in electrification, noting that the BEV transition would not be happening so quickly without the U.S. automaker.

Without naming names, Musk last year said that Chinese automakers were “highly competitive these days,” and he has consistently pointed to the market as being deserving of praise.

Plus, many at Tesla and in the larger Tesla community have regularly pointed out over the years that the U.S. BEV maker can’t electrify the entire global market on its own, and that the whole auto industry must work together to help make transportation more sustainable.

What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

Cybertruck

Tesla Cybertruck fleet takes over at SpaceX’s Starbase

Interestingly, the Cybertruck uses the same exterior, a stainless steel alloy, as SpaceX rockets. This synergy between the two companies and their very different products shows a very unified mentality between Musk companies.

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Credit: @derek1ee | X

Tesla Cybertrucks have taken over at SpaceX’s Starbase facility in Texas, as hundreds of the all-electric pickup trucks were spotted late last week rounding out a massive fleet of vehicles.

The Cybertruck fleet is geared toward replacing gas vehicles that are used at Starbase for everyday operations. The only surprise about this is that it was not done sooner:

Deliveries have been going on for a few weeks, as Cybertrucks have made their way across the state of Texas from Austin to Starbase so they could be included in SpaceX’s fleet of vehicles at the facility.

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Interestingly, the Cybertruck uses the same exterior, a stainless steel alloy, as SpaceX rockets. This synergy between the two companies and their very different products shows a very unified mentality between Musk companies.

However, there are some other perspectives to consider as SpaceX is utilizing such a massive fleet of Cybertrucks. Some media outlets (unsurprisingly) are seeing this as a move of weakness by both Tesla and SpaceX, as the aerospace company is, in a sense, “bailing out” lagging sales for the all-electric pickup.

It’s no secret that Tesla has struggled with the Cybertruck this year, and deliveries have been underwhelming in the sense that the company was anticipating between 1 million and 2 million orders for the vehicle before it was widely produced.

A lot of things changed with the Cybertruck between its 2019 unveiling and 2023 initial deliveries, most notably, price.

The price of the Cybertruck swelled significantly and priced out many of those who had pre-ordered it. Some have weighed the option of whether this purchase was a way to get rid of sitting inventory.

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However, it seems more logical to consider the fact that SpaceX was likely always going to transition to Teslas for its fleet, especially at Starship, at some point.

It doesn’t seem out of the question that one Musk company would utilize another Musk company’s products, especially considering the Cybertruck has been teased as the vehicle that would be present on Mars.

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Elon Musk

Elon Musk subtly confirms one of Tesla AI8’s uses, and it’s literally out of this world

Elon Musk appears to have subtly confirmed that Tesla’s upcoming AI8 chip won’t be limited to vehicles or robots alone.

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Image used with permission for Teslarati. (Credit: Tom Cross)

Elon Musk appears to have subtly confirmed that the uses of Tesla’s upcoming AI8 chip won’t be limited to vehicles or humanoid robots alone.

If Musk’s recent responses on X are any indication, it would appear that Tesla’s AI8 will be used by the CEO’s other companies, and its applications would literally extend out of this world.

Tesla’s AI8 could extend beyond vehicles

Musk’s update came on the heels of his recent comments, where he revealed that Tesla was not just working on its AI5 and AI6 chips. The company is also designing AI7 and AI8. This comment caught a lot of attention, with some wondering why Tesla feels the need to design an AI8 chip when AI4 seems on track to be a good fit for autonomous driving. 

Amidst these speculations, an X user suggested that Elon Musk’s comment about AI8 being out of this world could actually be quite true in the literal sense, as it could be used as the chip for SpaceX’s orbit data centers. Musk subtly confirmed this, as he responded to the X user’s post with a bullseye emoji.

Musk’s subtle confirmation that AI8 will be used by SpaceX’s in-space data centers presents a pretty interesting future for the electric vehicle maker. Synergy among Elon Musk-led companies is nothing new, but having Tesla produce chips for SpaceX is undoubtedly something that’s never really been done before.

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SpaceX’s space-based computing with Starlink V3 satellites

Musk previously stated that SpaceX plans to use its Starlink V3 satellites to develop space-based data centers. In response to an Ars Technica report on autonomous space construction, he wrote on X: “Simply scaling up Starlink V3 satellites, which have high-speed laser links, would work. SpaceX will be doing this.”

The concept, while ambitious, could address growing energy and cooling constraints facing Earth-based data centers amid the AI boom. Space-based clusters could also cut down on land and water usage, though critics have questioned their cost and maintainability.

Musk recently called the orbital data center project “a very big deal,” and given SpaceX’s history of turning improbable ideas into operational systems, it may not be too far-fetched at all, especially since SpaceX’s Starlink V3 platform is capable of up to 1 terabit per second (Tbps) throughput.

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Tesla job listings hint at 24/7 Robotaxi operations in several states

The job opening is active in several regions, including Austin, Palo Alto, Orlando, Tampa, Doral, Houston, Dallas, Tempe, and Las Vegas, as of writing.

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Credit: Tesla

Tesla seems to be laying the groundwork for a 24/7 Robotaxi service across several states. This was hinted at by a substantial number of interesting Robotaxi-related job listings that have been posted on the company’s Careers website. 

24/7 Robotaxis and Night Shift Specialists

A look at Tesla’s official Careers website shows that the company is currently looking for multiple Robotaxi Fleet Support Specialists for the Night Shift. The listing itself describes a role focused on maintaining vehicles for “smooth 24/7 operations,” hinting at the company’s next steps in its efforts to ramp its autonomous ride-hailing service across several U.S. cities.

“We are looking for a highly motivated and passionate individual to join our Autopilot Fleet Team. As Fleet Support Specialist, you will play a crucial role in ensuring that all our vehicles are in excellent condition at all times, supporting smooth 24/7 vehicle operations,” the job listing read. 

The job opening is active in several regions, including Austin, Palo Alto, Orlando, Tampa, Doral, Houston, Dallas, Tempe, and Las Vegas, as of writing. This suggests that Tesla really is looking at a potential multi-state rollout strategy for its Robotaxi service, likely in the near future.

Musk targets major Robotaxi fleet growth by year’s end

Tesla’s Robotaxi pilot is still in early stages, but CEO Elon Musk recently hinted that substantial updates are coming soon to the Austin and Bay Area programs. Speaking on the All-In podcast, Musk said Tesla aims to expand its Robotaxi fleet to 500 vehicles in Austin and 1,000 in the Bay Area before the end of 2025.

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“We’re scaling up the number of cars to, what happens if you have a thousand cars? Probably we’ll have a thousands cars or more in the Bay Area by the end of this year, probably 500 or more in the greater Austin area,” Musk said. 

With just two months left in the fourth quarter, Tesla’s AI team is facing a busy ramp-up period that could mark the company’s most ambitious real-world test of its autonomous driving program yet.

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