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Tesla is subtly laying the foundations for an upcoming Model Y invasion in China
Inasmuch as the Model Y seems to be on track to become Tesla’s best-selling vehicle to date, the attention given to the vehicle, seemingly even by the company itself, has been quite tempered at best. Its unveiling was subtle and not at all like the Cybertruck’s flashy, fiery, dramatic cyberpunk-themed debut, and its first rollout was done quietly, with no grand handover ceremony like the Model S and Model 3.
Tesla’s handling of the Model Y ramp almost gives the impression that the vehicle was something that, while potentially disruptive in its own right, simply completes the company’s initial EV lineup. Yet if the electric car maker’s recent strategies are any indication, it appears that Tesla is preparing the stage for what could very well be nothing short of a Model Y invasion in China next year.
Just recently, for example, reports emerged stating that Tesla is investing RMB 42 million (about $6.4 million) into a new facility that will be tasked with the production of Superchargers, the company’s rapid-charging system. The facility will reportedly be located near Gigafactory Shanghai, and it will be completed sometime next year. Once it’s operating, the factory is expected to produce about 10,000 Superchargers per year, as per documents submitted about the site.
That’s an impressive number of Superchargers, and a good number of them would likely be built specifically for China’s domestic auto market. With a robust Supercharger Network in China, the stigma of EVs being limited in range disappears, and the all-electric crossover could actually become the first choice among car buyers who are fond of long road trips. China, after all, is rolling out a program that heavily incentivizes new energy vehicles, and there are few better ways to promote such an initiative than by supporting long-range EVs like the Model Y.
Tesla’s Gigafactory Shanghai facility is ready for the Made-in-China’s Model Y ramp. The second phase of the factory, where the all-electric crossover would be built, was completed earlier this year, and expectations are high that mass production of the Model Y could begin early next year. Supported by a rapidly-growing Supercharger Network, the Model Y could end up becoming one of China’s perfect family vehicles. And considering that Giga Shanghai’s Phase 2 facility is expected to produce 250,000 Model Y next year, 2021 may very well become the Year of Tesla in China.
Tesla’s Supercharger ramp in China is quite notable, especially considering that the company currently lists just over 20,000 Superchargers worldwide today, despite the company building its Supercharger Network since the days of the early Model S. This means that Tesla China’s Supercharger facility, which is expected to have an output of 10,000 charging stalls per year, has the potential to essentially double the number of Superchargers deployed today in but a couple of years.
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Luminar-Volvo breakdown deepens as lidar maker warns of potential bankruptcy
The automaker stated that Luminar failed to meet contractual obligations.
Luminar’s largest customer, Volvo, has canceled a key five-year contract as the lidar supplier warned investors that it might be forced to file for bankruptcy. The automaker stated that Luminar failed to meet contractual obligations, escalating a dispute already unfolding as Luminar defaults on loans, undergoes layoffs, and works to sell portions of the business.
Volvo pulls back on Luminar
In a statement to TechCrunch, Volvo stated that Luminar’s failure to deliver its contractual obligations was a key driver of the cancellation of the contract. “Volvo Cars has made this decision to limit the company’s supply chain risk exposure and it is a direct result of Luminar’s failure to meet its contractual obligations to Volvo Cars,” Volvo noted in a statement.
The rift marked a notable turn for the two companies, whose relationship dates back several years. Volvo invested in Luminar early and helped push its sensors into production programs, while Luminar’s technology bolstered the credibility of Volvo’s safety-focused autonomous driving plans. Volvo’s partnership also supported Luminar’s 2020 SPAC listing, which briefly made founder Austin Russell one of the youngest self-made billionaires in the industry.
Damaged Volvo relations
The damaged Volvo partnership comes during a critical period for Luminar. The company has defaulted on several loans and warned investors that bankruptcy remains a possibility if restructuring discussions fall through. To conserve cash, Luminar has cut 25% of its workforce and is exploring strategic alternatives, including partial or full asset sales.
One potential buyer is founder Austin Russell, who resigned as CEO in May amid a board-initiated ethics inquiry. The company is also the subject of an ongoing SEC investigation.
Luminar, for its part, also noted in a filing that it had “made a claim against Volvo for significant damages” and “suspended further commitments of Iris” for the carmaker. “The Company is in discussions with Volvo concerning the dispute; however, there can be no assurance that the dispute will be resolved favorably or at all,” the lidar maker stated.
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Elon Musk says he’s open to powering Apple’s Siri with xAI’s Grok
Siri, one of the first intelligent AI assistants in the market, has become widely outdated and outperformed by rivals over the years.
Elon Musk says he’s willing to help Apple overhaul Siri by integrating xAI’s Grok 4.1, igniting widespread excitement and speculations about a potential collaboration between the two tech giants.
Siri, one of the first intelligent AI assistants in the market, has become widely outdated and outperformed by rivals over the years.
Musk open to an Apple collaboration
Musk’s willingness to team up with Apple surfaced after an X user suggested replacing Siri with Grok 4.1 to modernize the AI assistant. The original post criticized Siri’s limitations and urged Apple to adopt a more advanced AI system. “It’s time for Apple to team up with xAI and actually fix Siri. Replace that outdated, painfully dumb assistant with Grok 4.1. Siri deserves to be Superintelligent,” the X user wrote.
Musk quoted the post, responding with, “I’m down.” Musk’s comment quickly attracted a lot of attention among X’s users, many of whom noted that a Grok update to Siri would be appreciated because Apple’s AI assistant has legitimately become terrible in recent years. Others also noted that Grok, together with Apple’s potential integration of Starlink connectivity, would make iPhones even more compelling.
Grok promises major Siri upgrades
The enthusiasm stems largely from Grok 4.1’s technical strengths, which include stronger reasoning and improved creative output. xAI also designed the model to reduce hallucinations, as noted in a Reality Tea report. Supporters believe these improvements could address Apple’s reported challenges developing its own advanced AI systems, giving Siri the upgrade many users have waited years for.
Reactions ranged from humorous to hopeful, with some users joking that Siri would finally “wake up with a personality” if paired with Grok. Siri, after all, was a trailblazer in voice assistants, but it is currently dominated by rivals in terms of features and capabilities. Grok could change that, provided that Apple is willing to collaborate with Elon Musk’s xAI.
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Tesla’s top-rated Supercharger Network becomes Stellantis’ new key EV asset
The rollout begins in North America early next year before expanding to Japan and South Korea in 2027.
Stellantis will adopt Tesla’s North American Charging System (NACS) across select battery-electric vehicles starting in 2026, giving customers access to more than 28,000 Tesla Superchargers across five countries.
The rollout begins in North America early next year before expanding to Japan and South Korea in 2027, significantly boosting public fast-charging access for Jeep, Dodge, and other Stellantis brands. The move marks one of Stellantis’ largest infrastructure expansions to date.
Stellantis unlocks NACS access
Beginning in early 2026, Stellantis BEVs, including models like the Jeep Wagoneer S and Dodge Charger Daytona, will gain access to Tesla’s Supercharger network across North America. The integration will extend to Japan and South Korea in 2027, with the 2026 Jeep Recon and additional next-generation BEVs joining the list as compatibility expands. Stellantis stated that details on adapters and network onboarding for current models will be released closer to launch, as noted in a press release.
The company emphasizes that adopting NACS aligns with a broader strategy to give customers greater freedom of choice when charging, especially as infrastructure availability becomes a deciding factor for EV buyers. With access to thousands of high-speed stations, Stellantis aims to reduce range anxiety and improve long-distance travel convenience across its global portfolio.
Tesla Supercharger network proves its value
Stellantis’ move also comes as Tesla’s Supercharger system continues to earn top rankings for reliability and user experience. In the 2025 Zapmap survey, drawn from nearly 4,000 BEV drivers across the UK, Tesla Superchargers were named the Best Large EV Charging Network for the second year in a row. The study measured reliability, ease of use, and payment experience across the country’s public charging landscape.
Tesla’s UK network now includes 1,115 open Supercharger devices at 97 public locations, representing roughly 54% of its total footprint and marking a 40% increase in public availability since late 2024. Zapmap highlighted the Supercharger network’s consistently lower pricing compared to other rapid and ultra-rapid providers, alongside its strong uptime and streamlined user experience. These performance metrics further reinforce the value of Stellantis’ decision to integrate NACS across major markets.
Luminar-Volvo breakdown deepens as lidar maker warns of potential bankruptcy
Elon Musk says he’s open to powering Apple’s Siri with xAI’s Grok
