News
Elon Musk attempts “voice of reason” in highly charged political environment
Is Elon Musk’s involvement with President Donald Trump a good thing? It really depends on who you ask, and Musk would like you to consider the question in as reasonable a way as possible.
Reading the source material is better than reading other people's opinions about the source material https://t.co/HKIYKbdb3g
— Elon Musk (@elonmusk) January 30, 2017
In the social media arena, especially Twitter, the answer to the question of involvement with Trump leans heavily as an emotionally charged “NO”; however, Musk has continued his attempt to be a “voice of reason” despite such reactions, maintaining that his position with Trump provides opportunities that are worth the risk of association.
Rex Tillerson supports a carbon tax. This is what is really needed to move the needle. https://t.co/6ne01TOzs1
— Elon Musk (@elonmusk) January 25, 2017
Why (or how) does Musk keep such a cool head about these issues?
Perhaps considering Musk’s uphill battles fought throughout his career, he’s all too familiar with the political necessities and compromises involved with getting anything major accomplished in a heavily regulated business environment, especially when one is disrupting so many industries. Lobbying and government representative wooing are ingrained rules of the game if you want a seat at the table.
That said, Musk’s companies want a seat at many tables including energy, car manufacturing, and space travel, just to name a few. Is it surprising that he is searching for the silver lining in an administration that could make his job much harder (read: nearly impossible) than it already is?
Another popular idea circulating is the clichéd strategy of “keep your friends close and your enemies closer”. Perhaps that’s it, or perhaps Musk’s strategy is a modified version of it, having been the subject of biased attacks against him specifically for the tax incentives his businesses have received.
Can anyone uncover who is really writing these fake pieces? Can't be skankhunt42. His work is better than this. https://t.co/Qs69AFMGE5
— Elon Musk (@elonmusk) November 22, 2016
It wouldn’t take much to rally support for legislation which could potentially result in bankruptcy for Tesla, SpaceX, et al. The U.S. government is now run by Republicans, after all, and green energy tax benefits aren’t very popular, especially after having been politically charged over the last eight years. Even the phrase “green energy” is translated to mean “anti-Trump” measures. Fair or not, there’s a perception against environmentally-conscious companies that was ushered in with the new leadership, and yelling about it won’t change that reality.
“You are missing the point. This is something we need to strive for and the more voices of reason that the President hears, the better. Simply attacking him will achieve nothing. Are you aware of a single case where Trump bowed to protests or media attacks? Better that there are open channels of communication.” – Elon Musk, via Gizmodo
Or perhaps there isn’t a grand plan whatsoever. Elon Musk may just want good things for humanity and is simply hoping to put a few drops in the bucket towards a positive future. That’s what he’s said, after all.
I agree with creating great jobs, restoring US strength as a great manufacturer of products and anything that makes the future exciting
— Elon Musk (@elonmusk) January 30, 2017
It is still fair to wonder, though – why in the world did he put himself in the middle of the storm by endorsing Rex Tillerson? That’s anyone’s guess at this point.
I’m going with #facepalm moment because drunk Tweeting doesn’t seem like his style.
News
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Investor's Corner
Tesla bear gets blunt with beliefs over company valuation
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
