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Tesla’s week has felt like both an inflection point and a firestorm. Elon Musk, at the annual shareholder meeting and as reported by WhatsUpTesla, went full-tilt on the company’s new era. He teased plans for a billion-unit-per-year factory, hinted that we might be seeing the first production line with a ten million annual capacity, and joked that the hundred million line could be on Mars. Model Y continues as the world’s best-selling car, but Musk confirmed it’s all about AI, robotics, and autonomy now. With Optimus humanoid robot production starting next year and the mass-market Cybercab set for launch by April, the future Tesla paints is radical: fast, massive production, and robots that will look uncannily human, with annual improvements leading to version five by 2028.
In the immediate term, Tesla’s Full Self-Driving V14 is nearly there—Musk says texting-and-driving could be a reality in a few months, pending the latest safety stats. Regulators in China told the company full FSD approval could come by March, and Musk is pushing Tesla’s famously obsessive European fan base to pressure for faster approvals there.
But behind the curtain, it’s turmoil: Tesla sales in China cratered, with October numbers at a three-year low, as reported by Reuters via CleanTechnica. Two more top execs left, including Siddhant Awasthi, head of the Cybertruck program, suggesting a shakeup beneath Tesla’s relentless public messaging. Investor jitters sent Tesla shares tumbling another 2.9 percent according to Roic AI, following last week’s 6.6 percent drop. Meanwhile, Musk’s latest social posts and shareholder remarks only underline the intensity of this restructuring.
Ongoing supply chain drama is front and center, too, highlighted by The Wall Street Journal and ACKO Drive. Tesla is reportedly ordering a complete removal of China-made components for US car assembly, aiming to insulate against intensifying tariff and geopolitical risk. This strategic pivot is a major operational headache given the company’s deep Chinese supplier ties—and comes while its market position in China softens.
Amid all this, Tesla began testing Apple CarPlay in its vehicles—a “stunning reversal” after Musk’s decade-long resistance, as Bloomberg and the LA Times detail. Unconfirmed reports suggest the move is a bid to plug sales holes and attract tech-savvy buyers as the loss of the federal EV tax credit stings. Community theories on social media, like fans on X and Tesla North America, speculate CarPlay integration is tied directly to this policy change and the need to draw Apple users into the fold.
On social, Tesla’s cryptic tease about entering new markets—potentially Africa or more of South America—set off speculation, but the company remains mum on details. Finally, rental and leasing maneuvers include zero-down Model Y financing, and aggressive conquest discounts up to $19,000 for customers switching from rival brands.
Whether Tesla is on the verge of another breakthrough, or is just hanging on through a storm of executive exits, sliding sales, and supply chain shock, depends who you ask. But if you’re tracking Tesla this week, it’s hard to miss a high-wire act where every headline could signal the next pivot in the company’s outsized biography.
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This content was created in partnership and with the help of Artificial Intelligence AI