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Is this Elon Musk’s personal Tesla Model 3 we just spotted at HQ?

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Rumors swirled early Tuesday morning after a series of Model 3 photos rumored to be Elon Musk’s personal first production “SN1” vehicle were captured at Tesla’s Palo Alto headquarters.

US Air Force veteran Jeff Meinke, and Teslarati app user who goes by “Crush”, submitted detailed pictures of the Model 3 interior, including a close-up look at the never-before-seen mounting point for the center display.

Jeff tells Teslarati that he was running his usual weekly, early morning routine of charging up at Tesla HQ before heading to a nearby meeting. A local resident of the Bay Area and soon-to-be three-time Tesla owner – Jeff currently owns a Model S P85, Model X 75D and has an early reservation for the Model 3 – he circled the parking lot to find a charger, before coming across a gorgeous black Tesla Model 3.

Though Tesla Valet at headquarters knows Jeff well, he tells us, it was during the early hours before valet attendants arrived on scene, typically at 7:30 a.m. Pacific Time and was on site before anyone had arrived. Not missing on the opportunity to take photos of the elusive Model 3, Jeff quickly snapped a few photos from his mobile phone and even had the opportunity to tinker with the Model 3 door handle.

With parking sensors throughout, well-finished interior and no signs of it being a release candidate, and the fact that it was at Tesla HQ, community members quickly noted that this black Model 3 might have been Elon Musk’s personal “SN1” car or Tesla’s first production Model 3.

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From the photos we also get a detailed look at how Model 3’s interior cupholder and center console will look like.

In speaking with Jeff and asking him why he didn’t take a photo of the Model 3 VIN, which would have surely confirmed whether the vehicle was Musk’s personal car with a 0001 trailing serial number, he tells us that it was just a matter of nerves and he wasn’t thinking about it. “I was just excited to be able to see the Model 3 in person, and frankly just wanted to shoot as many photos as I can before valet arrived.”

Jeff took the photos, left for his meeting, and upon returning noticed that the valet had arrived to start their early morning shift. He also noticed that the Model 3 was no longer there.

“When I returned to pick up my car it was no longer there. The valets told me that it was rare that there was one there charging overnight.” According to Jeff, the valet moved the vehicle into a nearby garage. Engaging in friendly conversation with the attendants, valet noted that it could have been Musk’s personal Model 3, and that previous shifts from the day before could have left it on the charger for Musk.

The attendants also notified Jeff that a “truckload of Model 3” was seen at headquarters recently. There was no indication whether these were the first 30 production Model 3s to be presented at next week’s delivery event, or one of the hundreds of release candidates produced.

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I'm friendly. You can email me. gene@teslarati.com

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Tesla Europe rolls out FSD ride-alongs in Netherlands holiday campaign

The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.

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Credit: Tesla

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. 

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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.

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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.

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Credit: Tesla China

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.

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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.

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Investor's Corner

Tesla bear gets blunt with beliefs over company valuation

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Credit: Tesla

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 Shortand 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.

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