Is Telsa on the Outs in China?
Uncanny Valley | WIRED
WIRED
4.1 • 575 Ratings
🗓️ 22 April 2025
⏱️ 19 minutes
🧾️ Download transcript
Summary
China has long been a really important market for Tesla and for Elon Musk, but after the rising US tariffs and rising competition in the electric vehicle market – Tesla may be on the outs in China. Today on the show, we’re joined by Zeyi Yang, senior writer at WIRED, to talk about what it all means for Elon Musk’s company.
Articles mentioned in this episode
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- Stumbling and Overheating, Most Humanoid Robots Fail to Finish Half-Marathon in Beijing
You can follow Zoë Schiffer on Bluesky @zoeschiffer.
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| 0:00.0 | Welcome to Wired's Uncanny Valley. I'm Wired's director of business and industry, Zoe Schiffer. |
| 0:06.7 | Today on the show, Tesla's troubles in China and what it means for Elon Musk's wallet. |
| 0:12.4 | We're going to talk about how China is the biggest electric vehicle market in the world and has played a major role in Tesla's growth. |
| 0:20.2 | But with the U.S. tariffs and rising competition |
| 0:22.6 | in the country, China may just be done with Tesla. We'll see. I'm joined today by Zaii Yang, |
| 0:29.5 | senior writer at Wired. Zaii, welcome to the show. Thanks for having me, Zoe. |
| 0:36.3 | Tesla is scheduled to release its first quarter earnings today after a pretty grim quarter |
| 0:42.0 | for the company's stock price. |
| 0:43.9 | Can we start with just like what are we expecting to see from these results? |
| 0:48.1 | Because we're recording a few hours before they actually come out. |
| 0:52.1 | Exactly. |
| 0:52.7 | I'm also looking for the result too. |
| 0:55.0 | But I think we already know that Tesla's sales has been doing pretty bad in Europe. |
| 1:00.0 | It may have also been bad in the USA. |
| 1:02.0 | So really, China may have been one of the last market where it's still doing relatively |
| 1:08.0 | okay, but we're about to find out. |
| 1:09.0 | I think from what I saw the data collected by |
| 1:12.1 | Chinese industry associations, they're saying that Tesla is doing still okay this year, |
| 1:17.4 | mostly because of they release a new model of their car. But if not for that, maybe it would |
| 1:22.9 | have went down to. Let's take a bit of a step back back because China has been a really important market for Tesla |
| 1:30.1 | and for Elon Musk generally. He's kind of a celebrity there and so is his mom as you've reported. |
| 1:35.8 | Yes, she is. Can you talk to me about that relationship? And also, what is Tesla's standing like in China? |
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