EPISODE · Sep 4, 2025 · 6 MIN
Tesla’s Model Y L Is Selling Fast in China
from Elon Musk Podcast · host Stage Zero
Tesla’s new six-seat Model Y L is already making waves in China. With deliveries underway and early demand spiking, this stretched, three-row SUV offers a roomier, more practical option without the Model X price tag. In this episode, we break down how Tesla reengineered the Model Y for the Chinese market, what makes the Model Y L different from earlier attempts at third-row seating, and why Gigafactory Shanghai is central to the rollout. We also look at what this move signals about Tesla’s strategy in China and whether the Model Y L could end up in other markets.
What this episode covers
Tesla’s new six-seat Model Y L is already making waves in China. With deliveries underway and early demand spiking, this stretched, three-row SUV offers a roomier, more practical option without the Model X price tag. In this episode, we break down how Tesla reengineered the Model Y for the Chinese market, what makes the Model Y L different from earlier attempts at third-row seating, and why Gigafactory Shanghai is central to the rollout. We also look at what this move signals about Tesla’s strategy in China and whether the Model Y L could end up in other markets.
NOW PLAYING
Tesla’s Model Y L Is Selling Fast in China
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Jan 2, 2026 ·47m
Dec 21, 2025 ·46m