All posts tagged: tesla

Tesla (TSLA) retail sales crash 16% in China in Q1 despite ‘rising’ wholesale numbers

Tesla (TSLA) retail sales crash 16% in China in Q1 despite ‘rising’ wholesale numbers

Published by skeptic

Tesla’s actual retail sales in China crashed 16% year-over-year in Q1 2026, with March alone plunging 24% — despite several media outlets reporting that Tesla’s China numbers were up for the quarter. The discrepancy comes down to the difference between wholesale and retail numbers. Tesla’s wholesale figures include vehicles produced at Giga Shanghai and exported to other markets, masking a significant decline in actual Chinese consumer demand. The wholesale vs. retail distinction matters Tesla Giga Shanghai: Wholesale vs. Retail Sales Q1 2025 vs Q1 2026 — Wholesale includes exports, retail = actual Chinese consumer sales Source: CPCA / Electrek Several outlets reported Tesla’s Q1 2026 China numbers as a success story. Tesla’s wholesale deliveries from Giga Shanghai totaled 213,398 vehicles in Q1 2026, up 23.5% from 172,754 in Q1 2025. On the surface, that looks like a strong rebound. The problem is that wholesale numbers include everything Tesla produces at Giga Shanghai — including vehicles shipped to Europe, Asia-Pacific, and other markets. The number that actually reflects Chinese consumer demand is retail sales, and that …

Musk says Tesla FSD v15 will ‘far exceed’ human safety — he said the same about v12 and v14

Musk says Tesla FSD v15 will ‘far exceed’ human safety — he said the same about v12 and v14

Published by skeptic

Elon Musk is once again promising that the next version of Tesla’s “Full Self-Driving” software will “far exceed human levels of safety.” This time it’s V15. The problem is that he made virtually identical claims about Version 12 in 2023 and V14 in 2025 — and neither came close to delivering. Musk posted the claim today in response to a user’s detailed review of FSD v14.3 after 600+ miles of testing. He acknowledged that “point releases will bring polish” to the current version before projecting that V15, the next major release, will achieve what every previous version was supposed to achieve. The pattern: every version is ‘the one’ Here’s the timeline of Musk tying specific FSD version numbers to claims of superhuman safety, taken directly from his posts on X: November 2023 — Version 12: Musk wrote that “Supervised FSD is vastly safer than human driving” and that “Version 12 (end-to-end neural nets) will far exceed human safety even when unsupervised.” Version 12 shipped. It did not far exceed human safety. It remained a supervised …

Tesla is developing a smaller, cheaper SUV, report says

Tesla is developing a smaller, cheaper SUV, report says

Published by skeptic

Tesla is working on a new car, and it’s going to be exactly what many are hoping for: a smaller, cheaper electric SUV. This is according to Reuters, which spoke with four people familiar with the matter. According to the report, the new car will be an entirely new model, and not a variant of the Model 3 or Model Y (Tesla recently discontinued its larger sedan and SUV, the Model S and the Model X). The new Tesla SUV would be about 14 feet long, making it considerably shorter than the Model Y, which is 15.7 feet long. It would also be “substantially” cheaper than the Model 3, which is currently the most affordable Tesla you can get, starting at $37,000 in the U.S. SEE ALSO: End of an era: Tesla discontinues Model S and Model X The new SUV, which Tesla plans to manufacture in China, might also be offered with a smaller battery and just a single motor instead of two (both the Tesla Model 3 and Model Y can come with …

Tesla (TSLA) reportedly developing new smaller, cheaper EV after killing Model 2

Tesla (TSLA) reportedly developing new smaller, cheaper EV after killing Model 2

Published by skeptic

Tesla is reportedly developing an all-new smaller, cheaper electric SUV — two years after CEO Elon Musk killed the company’s affordable EV program and called building cars for human drivers “pointless.” Reuters reports that four people familiar with the matter say the new compact SUV would be produced at Tesla’s Shanghai factory, priced substantially below the Model 3’s $34,000 starting price in China and $37,000 in the US. A smaller, cheaper Tesla The new vehicle would measure 4.28 meters (about 14 feet) in length, making it significantly shorter than the Model Y’s 4.75 meters (15.7 feet). It would weigh approximately 1.5 metric tons compared to the Model Y’s 2 metric tons. To hit a lower price point, Tesla plans to use a smaller battery pack — resulting in less range than the Model Y’s 306-to-327-mile rating — and a single electric motor rather than the dual-motor setup available in current models. Reuters‘ sources describe it as an entirely new vehicle, not a variant of the existing Model 3 or Model Y. Advertisement – scroll for …

Naked Man Bursts Into Tesla Service Center With a Shotgun

Naked Man Bursts Into Tesla Service Center With a Shotgun

Published by José Betancourt

Sign up to see the future, today Can’t-miss innovations from the bleeding edge of science and tech It was bound to happen sooner or later. On Monday this week, a man holding only a shotgun to cover his shame burst into a Tesla service center in Berkeley, California. The daring raid happened at around 7:20am, local outlet the Berkeley Scanner reported, presumably before many of the dealership workers had even clocked in, let alone had their first cup of coffee. The man, later identified as 35-year-old Ed Teece, was reportedly “running down the street smashing windows” before he made his way into the Tesla location. Once he was in, the Scanner reported that Teece pointed his shotgun at people inside, who quickly began evacuating the building. Police officers responding to calls at the service center were able to tackle the alleged perpetrator, who reportedly sprinted at them with his weapon in hand. Everyone was understandably rattled, but no one was hurt in the mayhem, a frankly astonishing outcome for the alleged perpetrator. “It all worked …

TSLA stock slides, Supercharger prices, and who’s REALLY behind Elon’s big chip fab

TSLA stock slides, Supercharger prices, and who’s REALLY behind Elon’s big chip fab

Published by skeptic

On today’s Tesla-tastic episode of Quick Charge, a TSLA bear thinks the stock is headed for a 60% slide before the year is out, Tesla launches a Supercharger configurator, and we find out what’s really going on at Elon’s proposed chip fab. We also take a look at the NHTSA investigation into 159 incidents involving Tesla’s Actually Smart Summon (ASS) parking feature, and ask whether or not the Supercharger wholesale model will be able to stand up to increasing pressure from other EVSE manufacturers. Source Links Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We’ll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don’t miss a minute of Electrek’s high-voltage podcast series. Advertisement – scroll for more content Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in …

5 Burning Questions About Elon Musk’s Terafab Chip Partnership with Intel

5 Burning Questions About Elon Musk’s Terafab Chip Partnership with Intel

Published by skeptic

Intel CEO Lip-Bu Tan said Tuesday that the chipmaker will “work closely” with Elon Musk to support the billionaire entrepreneur’s Terafab project, a potentially massive chip development and fabrication operation that will be jointly developed by SpaceX and Tesla. A photo posted by Intel’s official X account shows the two executives shaking hands last weekend in front of a large Intel sign. Musk’s 1-terawatt, ultra-high performance chip fabrication facility, which may span multiple locations, could cost billions of dollars. “Terafab represents a step change in how silicon logic, memory and packaging will get built in the future,” Tan said in a social media post. “Intel is proud to be a partner and work closely with Elon on this highly strategic project.” Exactly how Tan and Musk plan to execute such an ambitious venture remains unclear. Musk has been talking about the need to develop a so-called Terafab for months, viewing the endeavor as a way to produce the vast number of chips his companies will need for cars, robots, and data centers. Some chip industry …

Musk falsely claims Tesla FSD is 10X safer than humans, complains about lawsuits

Musk falsely claims Tesla FSD is 10X safer than humans, complains about lawsuits

Published by skeptic

Elon Musk claimed this week that Tesla’s “Full Self-Driving” is so much safer than human drivers that it could save 90% of the roughly one million lives lost in car crashes globally each year — a 10X improvement in safety. The problem is that Tesla has never released the data that would support anything close to that claim, and Musk is already using it to pre-frame the lawsuits Tesla is facing over FSD crashes as an unavoidable cost of progress. In a post on X, Musk wrote that “Tesla self-driving saves a lot of lives – the statistics are unequivocal,” adding that even when Tesla improves safety 10X and saves “90% of the million lives lost in auto accidents every year, Tesla will still get sued for the 10% who did die.” He was quote-tweeting a viral anecdote about a Model 3 on FSD swerving around a pedestrian who walked into highway traffic. Advertisement – scroll for more content The “10X safer” claim doesn’t match the data Tesla has released Tesla’s only public safety data …

Tesla FSD v14.3 rolls out with MLIR rewrite, 20% faster reactions

Tesla FSD v14.3 rolls out with MLIR rewrite, 20% faster reactions

Published by skeptic

Tesla has started rolling out Full Self-Driving (Supervised) v14.3 to HW4 vehicles, and the headline change is under the hood: Tesla rewrote the AI compiler and runtime from scratch on MLIR, which the automaker says delivers a 20% faster reaction time. The update, shipping as software version 2026.2.9.6, also brings a new parking spot pin on the map, better behavior around emergency vehicles and school buses, and Tesla’s first public acknowledgement that it’s leaning on MLIR — the compiler infrastructure built by Chris Lattner, who briefly led Tesla Autopilot back in 2017. What’s new in FSD v14.3 Here are Tesla’s official release notes for Full Self-Driving (Supervised) v14.3, shipping on build 2026.2.9.6 for HW4 Model S, 3, X, Y, and Cybertruck: Upgraded the Reinforcement Learning (RL) stage of training the FSD neural network, resulting in improvements in a wide variety of driving scenarios. Upgraded the neural network vision encoder, improving understanding in rare and low-visibility scenarios, strengthening 3D geometry understanding, and expanding traffic sign understanding. Rewrote the AI compiler and runtime from the ground up …

JP Morgan Concerned Tesla Stock Will Crash by 60 Percent in Face of Ongoing Business Failures

JP Morgan Concerned Tesla Stock Will Crash by 60 Percent in Face of Ongoing Business Failures

Published by José Betancourt

Sign up to see the future, today Can’t-miss innovations from the bleeding edge of science and tech Tesla’s first quarter results this year left plenty to be desired. The embattled EV maker’s sales fell short of Wall Street’s expectations, the second-worst quarter of sales since 2022. The Elon Musk-led company has struggled for two years now to keep its core business alive as competitors, particularly from China, continue to eat its lunch, taking over vast swathes of the international electric car market. Meanwhile, the company’s mercurial CEO — whose extremist rhetoric and embrace of far-right idealism has proven alienating to say the least — kicked off what could be a long and arduous pivot away from EV sales towards robotaxis and humanoid robots. The company’s progress on the former remains far behind the competition, while the latter is likely still years from going on sale. In other words, the short-term prognosis isn’t exactly glowing. To underscore those jitters, JP Morgan analysts now warning that the company’s share price — which remains massively inflated compared to …