Giga Shanghai

Other people will like it.

As I said, when this first-- when this change first rolled in over at Giga Shanghai, I, I personally like it with the white interior.

If I were getting the black interior, I'm not sure I would necessarily want the full blacked-out interior experience or if I'd want a lighter gray to offset those black seats with the headliner.

But, uh, it is now black headliner on the Model 3, but only for the Model 3 Performance, at least for now.

So, uh, some cool changes there.

Now, those are all the changes for the US.

There might be more changes coming, whether those are end up being hardware changes or they end up rolling out as software because the Model 3 in other territories, specifically talking about Giga Shanghai builds for Australia and New Zealand, they rolled out a couple of other key changes this week that weren't mentioned by Tesla for these American builds out of the Fremont factory.

The first one of those is the vehicle to load V2L support that the Model Y Premiums all got recently.

Then the day before China's President Xi's state visit to the White House, Elon gave an interview to China Media Group, the parent of CCTV.

Most of the coverage was about Tesla Shanghai and bullet trains, but CB Doge clipped the part about Neuralink.

Biological enh- enhancement with, like Neuralink, uh, this company I created with some other people, we, we wanna try to solve the bandwidth constraint that humans have.

Uh, so, so, so ... 'Cause you can s- imagine, like e- even in the most benign scenario where the AI is, uh, super friendly and wants to do everything you can ...

Elon Musk praised President Xi for visible progress in China during his tenure.

He credited Chinese manufacturing ability for the success of Gigafactory Shanghai.

Musk noted that progress in China is visible year to year through new buildings and infrastructure.

Ross Gerber asked why Starlink runs television ads, but Tesla does not when gasoline prices are elevated.

In 2019, Tesla was facing significant challenges.

Shanghai provided crucial support by building a Gigafactory in just 10 months.

Today, that facility produces nearly half of all Teslas and uses about 95% locally sourced parts.

A similar approach is now being applied more broadly in green technology combining Chinese battery expertise with American software.

In the first half of 2026 alone, it produced nearly 468,000 cars, accounting for more than 54% of Tesla's global output.

Since 2019, it's churned out more than 4.5 million EVs, more than 45% of the company's total history.

It's Tesla's Shanghai Gigafactory.

This is not just assembly, it's fusion.

The update brings incremental improvements to the previous generation autopilot computers.

Cumulative output at Giga Shanghai passed 4.5 million vehicles.

The Shanghai plant now accounts for more than 45% of Tesla global production to date.

The milestone reflects sustained high-volume output from the facility.

Nissan introduced a new city EV built on the same platform as the Renault Twingo.

Yeah, so.

And this is how Tesla is trying to create a long tail of sustained demand for its vehicles in China because of the million units of capacity that they have at Shanghai Giga.

I want to say they have six variants of the Model Y in the China market.

including this now performance model that is going to launch.

NIO and XPeng now face a visibility gap they must close before year-end or lose government pilot program slots.

The display-only format also tests public reaction to the design ahead of any Shanghai Gigafactory robotaxi allocation decisions.

Officials in both cities gain valuable data on consumer interest levels that will shape the 2025 permitting rounds for all autonomous vehicle testing on public roads.

The 2026.32 update adds browser adblocker and UI tweaks.

The installation supports continuous power needs for large-scale AI training clusters.

The Model 3 production line at Gigafactory Shanghai is running at full capacity.

Wait times for long-range and performance trims in China have moved to six to eight weeks.

The new 176-kilowatt TL2 front motor upgrade is now rolling onto the line.

I mean, GM have significant Chinese partnerships.

Tesla wouldn't be Tesla without Giga Shanghai.

And just like a million other things.

If you run the Department of Transportation and you really have a bee in your bonnet about Chinese batteries, Stop minimum wage workers having to go on to online marketplaces to buy the cheapest possible Chinese battery for their e-bike or whatever to do their food delivery job.