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Tesla in talks to open Gigafactory Thailand: official

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Tesla is talking with the Thailand government about a potential Gigafactory in the country, an official from the country’s Prime Minister’s office said today.

Tesla and Thailand have discussed a potential partnership for several years, and the parties have been establishing a more serious relationship, meeting and discussing the potential for Gigafactory Thailand.

Things are evidently moving in the right direction, as Thai government officials are saying that Tesla is considering building a production facility somewhere in the country.

On Monday, an official confirmed that it could be for EVs or batteries.

The report follows several visits between Tesla and Thai officials, especially in late 2023. Last year, Tesla hosted Prime Minister Srettha Thavisin at its Fremont Factory in Northern California, where he and Lars Moravy took a picture on top of a Cybertruck:

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Tesla hosts Thailand PM at Fremont Factory ahead of potential partnership

It was not the only meeting between Tesla and Thailand last year, as Prime Minister Srettha said in an interview in November that the EV maker would be sending officials to the country to inspect potential factory locations.

Prime Minister Srettha also met with CEO Elon Musk in September in New York, where they discussed Tesla, SpaceX, and Starlink, he said.

Thailand has a robust automotive manufacturing industry currently, and is the largest producer and exporter of vehicles in the region of Southeast Asia. However, it is working toward transitioning to more support of the EV sector, as it wants to become the main EV production location for companies.

It has already landed over $1.44 billion in investments from Chinese automotive companies, according to Reuters.

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It is evident that Thailand has a high regard for Tesla, and being that it has already established production facilities for Chinese EV companies, it would likely want Tesla there for several reasons.

One could be the fact that Tesla is highly regarded as the best EV company in the world, and although BYD surpassed the company in global volume in Q4, it is still likely the leader in EV tech.

The second is that Tesla’s presence in the region could encourage other automakers to consider Thailand as a potential production hub.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Investor's Corner

Tesla Full Self-Driving statistic impresses Wall Street firm: ‘Very close to unsupervised’

The data shows there was a significant jump in miles traveled between interventions as Tesla transitioned drivers to v14.1 back in October. The FSD Community Tracker saw a jump from 441 miles to over 9,200 miles, the most significant improvement in four years.

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Credit: Tesla

Tesla Full Self-Driving performance and statistics continue to impress everyone, from retail investors to Wall Street firms. However, one analyst believes Tesla’s driving suite is “very close” to achieving unsupervised self-driving.

On Tuesday, Piper Sandler analyst Alexander Potter said that Tesla’s recent launch of Full Self-Driving version 14 increased the number of miles traveled between interventions by a drastic margin, based on data compiled by a Full Self-Driving Community Tracker.

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The data shows there was a significant jump in miles traveled between interventions as Tesla transitioned drivers to v14.1 back in October. The FSD Community Tracker saw a jump from 441 miles to over 9,200 miles, the most significant improvement in four years.

Interestingly, there was a slight dip in the miles traveled between interventions with the release of v14.2. Piper Sandler said investor interest in FSD has increased.

Full Self-Driving has displayed several improvements with v14, including the introduction of Arrival Options that allow specific parking situations to be chosen by the driver prior to arriving at the destination. Owners can choose from Street Parking, Parking Garages, Parking Lots, Chargers, and Driveways.

Additionally, the overall improvements in performance from v13 have been evident through smoother operation, fewer mistakes during routine operation, and a more refined decision-making process.

Early versions of v14 exhibited stuttering and brake stabbing, but Tesla did a great job of confronting the issue and eliminating it altogether with the release of v14.2.

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Tesla CEO Elon Musk also recently stated that the current v14.2 FSD suite is also less restrictive with drivers looking at their phones, which has caused some controversy within the community.

Although we tested it and found there were fewer nudges by the driver monitoring system to push eyes back to the road, we still would not recommend it due to laws and regulations.

Tesla Full Self-Driving v14.2.1 texting and driving: we tested it

With that being said, FSD is improving significantly with each larger rollout, and Musk believes the final piece of the puzzle will be unveiled with FSD v14.3, which could come later this year or early in 2026.

Piper Sandler reaffirmed its $500 price target on Tesla shares, as well as its ‘Overweight’ rating.

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Tesla begins Holiday Update rollout with some surprise features

On Monday, just a few days after Tesla first announced the Holiday Update, people started reporting that it was being deployed to owners.

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Credit: Grok

Tesla has started the rollout of the 2025 Holiday Update, as several owners reported it had arrived in their cars via a software update.

Tesla’s Holiday Update is rolling out as Software Version 2025.44.25.1, and includes several new features. We did an extensive breakdown of what was included in another article, but we’ll list the new additions below:

  • Grok with Navigation Commands (Beta) – Grok will now add and edit destinations.
  • Tesla Photobooth – Take pictures inside your car using the cabin-facing camera
  • Dog Mode Live Activity – Check on your four-legged friend on your phone through periodic snapshots taken of the cabin
  • Dashcam Viewer Update – Includes new metrics, like steering wheel angle, speed, and more
  • Santa Mode – New graphics, trees, and a lock chime
  • Light Show Update – Addition of Jingle Rush light show
  • Custom Wraps and License Plates – Colorizer now allows you to customize your vehicle even further, with custom patterns, license plates, and tint
  • Navigation Improvements – Easier layout and setup
  • Supercharger Site Map – Starting at 18 pilot locations, a 3D view of the Supercharger you’re visiting will be available
  • Automatic Carpool Lane Routing – Navigation will utilize carpool lanes if enabled
  • Phone Left Behind Chime – Your car will now tell you if you left a phone inside
  • Charge Limit Per Location – Set a charge limit for each location
  • ISS Docking Simulator –  New game
  • Additional Improvements – Turn off wireless charging pad, Spotify improvements, Rainbow Rave Cave, Lock Sound TRON addition

On Monday, just a few days after Tesla first announced the Holiday Update, people started reporting that it was being deployed to owners.

It seems the release is a bit of an apology to a particular group, as it has only made its way to Hardware 3 vehicles, particularly the ones using the AMD Ryzen chip.

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Tesla has excluded FSD-purchased and subscribed vehicles that are utilizing Hardware 3, so it seems there is a strategy to this limited rollout.

Two Surprise Additions

Tesla has added two additional features with the Holiday Update, which include a new Storage Space for Dashcam feature that shows how much space you have used and remaining on your USB drive.

Additionally, Tesla gamified Supercharging with a new “Charging Passport” feature, which we reported on earlier today.

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Tesla announces major milestone at Gigafactory Shanghai

First deliveries started in December 2019, with the first units being given to employees. By the end of 2020, the plant was building cars at a run rate of around 150,000 vehicles annually.

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Credit: Tesla

Tesla has announced a major milestone at its Chinese manufacturing facility, Gigafactory Shanghai, confirming on Monday that it had built its four millionth vehicle.

Tesla Gigafactory Shanghai first started building cars back in October 2019 with Model 3 assembly, just ten months after the company broke ground on the plant’s 86-hectare piece of land.

First deliveries started in December 2019, with the first units being given to employees. By the end of 2020, the plant was building cars at a run rate of around 150,000 vehicles annually. Production continued to ramp up, and by September 2023, less than three years after it started building Tesla’s EVs, it had built its two millionth vehicle.

Fast forward to December 2025, and Tesla has confirmed that four million cars have rolled off of production lines at the plant, a major milestone in the six short years it has been active:

The capacity at Giga Shanghai is exceeding 950,000 vehicles per year, and this year, the company has delivered 675,000 cars through the first three quarters. It is also the only plant to manufacture the Model Y L, a longer wheel-based configuration of the all-electric crossover that is exclusive to the Chinese market.

Gigafactory Shanghai’s four million cars have not all stayed within the domestic market, either. For a considerable period, the factory was exporting a significant portion of its monthly production to Europe, helping Gigafactory Berlin supplement some Model Y volume and all of its Model 3 deliveries. This is due to the Berlin plant’s exclusive production plans for the Model 3.

The site is one of the most crucial in the company’s global plans, and Gigafactory Shanghai’s incredible pace, which has led to four million production units in just about six years. It’s fair to say that it won’t be long until we’re seeing Tesla celebrate the plant’s five millionth vehicle produced, which should happen sometime late next year or in early 2027, based on its current manufacturing pace.

The company also builds the Megapack on the property in an adjacent Megafactory.

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