CEO Elon Musk said its new Model Y variant, launched in China, may never enter production domestically, citing the rise of self-driving vehicles.

Tesla, Inc. (NASDAQ:TSLA) is one of the Trending AI Stocks in Focus This Week. On August 19, Reuters reported that Tesla has started accepting orders for its new Model Y L in China. As shown on the website,

Chinese bloggers tested the newly launched Tesla Model Y L in the famous elk test and discovered it remains stable up to 72 mph even when fully loaded

The Tesla Model Y L is almost certainly coming to the U.S., and the timing likely falls in early 2026. While the company hasn’t confirmed it, all signs—from prototype sightings to market demand—point in that direction. For families who felt the standard Model Y was just a bit too tight and the Model X too expensive, the Y L could be the sweet spot.

Tesla Model Y L stretches 150mm longer with genuine third-row seating, targeting Chinese rivals at 339,000 yuan as Tesla adapts to local market demands.