Tesla's Strategic Shifts: FSD Rebranding, Model Y Updates, and Global Market Expansion

MaR 27,2025

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1. Tesla's FSD Rebranding in China

Tesla has officially renamed its driver assistance systems in China:

  • FSD (Full Self-Driving) → "Intelligent Assisted Driving"
  • AutoPilot → "Assisted Driving"

This strategic rebranding aligns with:

✓ China's autonomous driving regulations

✓ Local market communication preferences

The company confirms:

  • No functional changes to existing systems
  • Purchased features remain unaffected

2. Model Y Inventory Clearance
State Inventory Status
Washington Cleared (March 26)
Oregon Cleared (March 26)
33 States Total Discontinued Sales

3. Consumer Confidence & Strategy

Singapore-based investor CEO Peter Wu notes:

  • US consumer confidence at 12-month low
  • Tesla's challenges stem from:
    • Economic anxieties (primary factor)
    • Musk-related controversies (secondary factor

Growth drivers identified:

  • Affordable new vehicle models
  • FSD technology improvements

4. Musk's Legal System Commentary

Recent X posts highlight concerns:
⚠️ US judicial overreach
⚠️ UK free speech cases
Key statement:
"Once public trust is lost, it never returns."

5. SpaceX Starlink Upgrade

New developments:

  • Starlink V3 Satellite: Awaits FCC approval
  • Speed boost: 200Mbps → TBA
  • Launch schedule:
    • New antenna development
    • Saudi Arabia showcase (April 10)