Surging Demand for Tesla's New Model Y L in China

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.