News about Tesla, China

I use Vehicle Identification Numbers (VINs) to calculate Tesla's production. The data shows what's happening with production but it doesn't show why something is happening. So, in Q1, when Model 3 production at the Fremont factory was much lower than usual, I assumed it was due… pic.twitter.com/AJ7wPNYF7V

Based on current trends, Tesla is expected to deliver fewer cars this year than the 1,808,581 units they delivered in 2023. This is mainly due to a drop in sales in China, driven by increased competition, and a reduction in Model 3 sales in the US, because the Model 3 lost the…

Elon Musk is celebrated and treated well in China. He has a lot of fans and he is a huge fan of China. Awesome to see him push EVs and FSD forward in China for tesla. pic.twitter.com/3gUda8szAh

Tesla spent $1 billion on training compute in Q1 and doubled their compute capacity in the process. $1,000,000,000