Update: 1:41 PM EDT: Para 3 updated for accuracy.
Tesla is shipping another batch of vehicles from China to North America as a second ship packed with all-electric cars built at Gigafactory Shanghai is on its way to Canada.
It is a move that further solidifies Tesla’s strategy to send vehicles from Shanghai to the North American market, and it may be indicative of further shipments from China to Canada.
In late April, Reuters reported that Shanghai-built Tesla units would make their way to Canada. Musk, said reports of the company shipping cars from China to the U.S. were “false” in a Tweeted response. However, it is apparently moving forward with shipments to Canada.
However, the April reports were proven to be accurate as both Model 3 and Model Y vehicles made their way to a port in Washington State on May 1.
Tesla Model 3 appears to join Model Y in export from China to Canada
Logistics records showed the vehicles came from a port in Shanghai, and images shared by ship tracker Morten Lund revealed both all-electric mass-market Tesla cars were present.
Now, Lund has confirmed that a second ship carrying Tesla vehicles has left Shanghai and is on its way to Canada, packed with vehicles that were built at the Chinese factory.
*BREAKING*
A 2nd CANADIAN?? Tesla-Ship is en route to Canada with MIC Teslas from Giga Shanghai.Follow it & other Tesla-Ships here:https://t.co/yg0ykmZcCN pic.twitter.com/WNCLVVK34K
— Morten Grove – Captain of all Tesla-Ships ? (@mortenlund89) May 22, 2023
The reasons for Tesla shipping these vehicles from China to Canada ultimately catalyzes plenty of room for speculation, but it is likely that the tax credit rules from the Inflation Reduction Act have a lot to do with it.
Tesla is likely keeping U.S.-produced vehicles within the border and selling them to U.S.-based customers to take advantage of the tax credits that make the cars more affordable.
U.S.-produced EVs receive an additional bit of money off through tax credits, which means Tesla is prone to ship vehicles from China to Canada to handle demand there.
Canada also has a $5,000 incentive through the iZEV program, and it does not favor local production for consumers to receive it. Instead, it is given to any person who buys an EV, regardless of where it is built.
A second ship heading to Canada from China seems to indicate Tesla is planning to use this strategy more often.
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Elon Musk
Elon Musk says Tesla Robotaxi launch will force companies to license Full Self-Driving
“The automakers keep being told that this isn’t real or that just buying some hardware from Nvidia will solve it. As Tesla robotaxis become widespread and their other solutions don’t work, they will naturally turn to us.”

Tesla CEO Elon Musk says the automaker’s Robotaxi platform launch later this month will essentially force other companies to license Full Self-Driving to achieve their own goals of achieving autonomy.
Musk’s statement comes as a video captured today showed the first Tesla Robotaxi test mules on public streets in Austin, Texas, just one day after the City officially listed the company as an autonomous vehicle operator.
A prediction by investing YouTube and Tesla community member Dave Lee stated that “at least one automaker by end of year” will license Full Self-Driving from the Musk-led company, as it will give rivals the confidence to use the software to run their own self-driving operations.
Lee detailed his theory by stating that the company that chooses to commit to FSD licensing will not be able to integrate the hardware and sell those units immediately. Instead, it will take two years or so to solve the engineering and design applications.
First Tesla driverless robotaxi spotted in the wild in Austin, TX
Musk revealed his true thoughts on other automakers’ attempts at vehicle autonomy, and said many are being told that Robotaxi is not real or that they can solve their problems with hardware orders to Nvidia.
He went on to say that companies will be forced to turn to Tesla at some point or another, because Robotaxi will be widespread and their solutions to figuring out an effective deployment will prove to be failures:
“The automakers keep being told that this isn’t real or that just buying some hardware from Nvidia will solve it. As Tesla robotaxis become widespread and their other solutions don’t work, they will naturally turn to us.”
The automakers keep being told that this isn’t real or that just buying some hardware from Nvidia will solve it.
As Tesla robotaxis become widespread and their other solutions don’t work, they will naturally turn to us.
— Elon Musk (@elonmusk) June 10, 2025
Musk has not been shy to respond to speculation regarding the video of the Robotaxi, which was shared on X earlier today. This is perhaps one of the more fiery things he revealed. He seems ultra-confident in what Tesla will prove and achieve in the near future with the launch of the Robotaxi platform.
Many believe it will be rolled out this month. Bloomberg reported recently that Tesla was internally aiming for June 12. The company has not directly responded to these rumors.
Tesla has discussed on several occasions that it is in talks with an automaker about licensing Full Self-Driving, but it has never revealed who. The company first revealed discussions with another automaker in early 2024 when Elon Musk said:
“We’re in conversations with one major automaker regarding licensing FSD. It really just becomes a case of having them use the same cameras and inference computer and licensing our software. Once it becomes obvious that if you don’t have this (FSD) in a car, nobody wants your car. It’s a smart car… The people don’t understand all cars will need to be smart cars, or you will not sell, or nobody would buy it. Once that becomes obvious, I think licensing becomes not optional.”
Tesla confirms it is in talks with major automaker for potential FSD licensing
Many, including us, suspected that Ford was the company that Tesla was speaking of due to Musk’s relationship with Jim Farley, which resulted in the legacy automaker being the first major car company to adopt Tesla’s North American Charging Standard (NACS), which gave them access to the Supercharging Network.
This catalyzed an onslaught of companies choosing to make the same move as Tesla had truly set itself apart in terms of charging infrastructure.
Companies may be forced to make a similar decision if it can make the same type of statement with the rollout of Robotaxi.
Elon Musk
Tesla CEO Elon Musk reveals new details about Robotaxi rollout
The first Tesla Robotaxi unit was spotted in Austin earlier today, and CEO Elon Musk is revealing some cool new details.

Tesla CEO Elon Musk has revealed new details about the company’s relatively imminent rollout of the Robotaxi platform as the suspected launch date of June 12 continues to near.
Earlier today, the first video showing the first driverless Tesla Robotaxi in Austin was shared on X, just a day after the City officially listed the company as an autonomous vehicle operator on its website. Tesla is listed as a company in the “Testing” phase.
🚨 BREAKING: The first Tesla Robotaxi has been spotted in Austin!
It’s has the word “Robotaxi” inscribed on the side, and it’s very clear that there is nobody in the driver’s seat.
It does appear that someone is in the passenger’s seat. https://t.co/6BdTfd4B8p pic.twitter.com/dygWCeQ5kZ
— TESLARATI (@Teslarati) June 10, 2025
The initial details of the Robotaxi are being revealed by Musk, who is carefully releasing small tidbits that seem to show the capabilities of the entire Tesla fleet, and not necessarily just the vehicles that will be involved in the initial rollout in Austin.
First Tesla driverless robotaxi spotted in the wild in Austin, TX
His first tidbit is one that many Tesla owners and fans will already know: many Teslas are capable of this driveless performance, but Full Self-Driving is not yet refined to the point where the software is quite ready to handle it. Current versions are robust, but not prepared for driverless navigation. The hardware, however, will enable Teslas to be Robotaxis, even if they’re already purchased by owners:
These are unmodified Tesla cars coming straight from the factory, meaning that every Tesla coming out of our factories is capable of unsupervised self-driving! https://t.co/n94ln0Uas6
— Elon Musk (@elonmusk) June 10, 2025
This is one of the biggest advantages Tesla has over other vehicle makers. Simply put, the Over-the-Air software updates that will roll out to FSD users will eventually make their cars into Robotaxis as well.
However, Musk shed some details on the version of FSD that is being run in these new Robotaxis that were spotted. Musk said that the version these Robotaxis are running is a new version, but will soon “merge to main branch.”
There is also an even newer version that has four times the parameters as this newer version that the test-stage Robotaxis are using, but Musk admits that this needs significant refinement before it is released to the public.
It’s a new version of software, but will merge to main branch soon.
We have a more advanced model in alpha stage that has ~4X the params, but still requires a lot of polishing.
That’s probably ready for deploy in a few months.
— Elon Musk (@elonmusk) June 10, 2025
As of now, Tesla is simply teasing the actual launch date of the Robotaxi program, but Bloomberg reported earlier this month that it will occur on June 12.
News
First Tesla driverless robotaxi spotted in the wild in Austin, TX
The short clip suggests that Tesla may be ramping up its preparations for its robotaxi rollout in Austin.

A recent video posted on X has provided a first look at Tesla’s driverless robotaxi, which is expected to be deployed in Austin, Texas, this month. The vehicle was a new Tesla Model Y, which was followed by what appeared to be a manned chase car.
The short clip suggests that Tesla may be ramping up its preparations for its robotaxi rollout in Austin.
The First Robotaxi Sighting
It was evident from the short clip that the Tesla robotaxi was operating completely driverless. In the video, which was posted on X by @TerrapinTerpene, the driverless Tesla could be seen confidently making a turn. The vehicle looked and behaved like any other car on the road, save for the fact that there was no one in the driver’s seat.
Interestingly enough, the short video also provided a teaser on where Tesla will place its “robotaxi” logo on its self-driving cars. Based on the video, the robotaxis’ logo will be tastefully placed on the front doors, making the vehicles look sleek and clean.
Initial Rollout Imminent
Recent reports have suggested that Tesla is already starting the testing phase of its robotaxi service in Austin, Texas. Expectations are also high that Tesla’s initial fleet of self-driving vehicles will be utilizing a lot of teleoperation to ensure that they operate as safely as possible.
Updates to Austin’s official website recently have hinted at Tesla’s robotaxi launch. Just this Monday, Tesla was listed as an autonomous vehicle (AV) operator on Austin’s official Department of Motor Vehicles (DMV). Other AV operators listed on the site are Waymo and Zoox, among others.
Elon Musk, for his part, has noted that by the end of June, the public in Austin should be ready to take rides in Tesla robotaxis without an invitation. He also noted in late May that Tesla has been busy testing driverless cars on Austin’s city streets without any incidents.
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