News
The Boring Company skeptics are making the same mistakes as Tesla and SpaceX critics
The Boring Company is truly becoming an Elon Musk-founded company in more ways than one. Apart from developing quite rapidly for a startup of its nature, the tunneling firm is also receiving quite a lot of criticism from avid skeptics, many of whom seem to be under the impression that the Boring Company’s projects are pointless, or badly-planned at best.
Earlier this month, CNN Business published a piece on The Boring Company’s Las Vegas Convention Center loop system, which is poised to be opened early next year. The project was granted a $48.6 million contract but is expected to cost a total of $52.5 million, and it involves two mile-long tunnels where Teslas could ferry passengers from one side of the Las Vegas Convention Center complex to the other.
Needless to say, several individuals consulted by the news agency were extremely skeptical of The Boring Company’s vision. Christof Spieler, a lecturer at Rice University who researches transit and urban planning, sharply criticized the tunneling startup’s concepts, arguing that the Loop system seems poorly thought-out. “These feel like the kind of renderings an architecture student would do for their one-semester project. I don’t see any evidence that this has really been thought through in terms of how it would function,” he said.

Explaining further, Spieler remarked that the LVCC Loop’s renderings make the system look more like taxi-loading areas. With such a system in place, the lecturer noted that issues would likely arise when the system is in operation, such as cars jockeying past each other to pull in and out, which would, in turn, adversely affect the system’s operations. He also noted that the renderings do not seem to show any barriers that would block unauthorized cars from entering the tunnels.
Ultimately, Spieler noted that a standard people mover is still a superior solution, as passengers do not need to duck to board vehicles and they could also hold their luggage instead of accessing a car’s trunk. “It seems like car-thinking applied to a transit problem that we already know how to solve,” he said.
Gerry Tierney, who co-directs the mobility lab at Perkins&Will, which has designed transit systems in North America and the Middle East, was bolder in his criticism of The Boring Company. He took issue with the system’s use of Teslas, calling the idea “comically inefficient” and refusing to call the LVCC Loop a transit system. “This is not a transit system. It’s a system for driving electric vehicles underground,” he said, adding that Musk’s idea is pretty much what would happen if intricate transit systems like the London Underground replaced its subway trains with cars.

While The Boring Company’s technology is yet to be proven, it also seems pretty careless to completely discount the LVCC Loop’s potential even before it could be tested. The Boring Company and its technology are not being developed by a random group of unqualified individuals, after all, and Elon Musk himself has proven over the years that even conventionally insane ideas–such as landing the first stage of an orbital rocket on a drone in the middle of the ocean or scaling the production of a mass-market electric car–could be feasible if enough work is put into them.
Overall, the tunneling startup’s skeptics seem to be making the exact same mistakes as those who were also critical of Musk’s previous projects in SpaceX and Tesla. Musk was not joking when he remarked that the idea of using Teslas in tunnels is more profound than it sounds. This is partly because The Boring Company’s innovations are not really its people-movers, it is the tunnels themselves. While the use of all-electric vehicles in the Loop systems is a key part of the Boring Company’s vision, the startup’s true disruption lies in the ways that it could build tunnels far quicker and far cheaper than any other company in the industry.
The Boring Company intends to accomplish these goals with rather simple solutions. Smaller tunnels are faster to build, so the tunneling startup designed its tunnels to accommodate smaller vehicles. All-electric cars are used so that the tunnels do not require an extensive system designed to handle emissions from vehicles that use it. The Boring Company’s tunnel boring machines (TBMs) are also optimized consistently, making them progressively faster and cleaner to use. These may all seem like little adjustments to conventional tunneling practices, but each one represents a step towards a potential future where tunnels could be built at scale rapidly, and perhaps even autonomously.
It is easy to mock or dismiss the ideas of people like Elon Musk and his teams at The Boring Company, SpaceX, and Tesla. But inasmuch as Musk’s companies make it pretty easy to target them due to their goals and nature, SpaceX and Tesla’s history shows that more often than not, it is a mistake to bet against Musk and his team of visionaries, almost all of whom seem to have the tendency to think outside the box by default. As for the Boring Company’s LVCC Loop, there seems to be a good chance that it could outperform expectations, with recent simulations showing that the system could move about 13,000 people an hour, and that’s with the system operating nowhere near their limit.
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.
