Tesla recently blew some minds when the company posted a video demonstration of its Optimus Gen 2 humanoid robot. But inasmuch as the Tesla Bot is already very impressive today, CEO Elon Musk has shared an even more ambitious target for Optimus — one that could hopefully be accomplished in a year.
The Optimus Gen 2 video that Tesla released revealed several updates that have been implemented on the humanoid robot. Most notable of these were Optimus Gen 2’s hand movements, which were so humanlike that Tesla skeptics promptly dismissed the video as CGI.
Tesla noted in the video that Optimus Gen 2 is equipped with faster, newly designed 11-DoF hands, and its fingers now feature tactile sensing. Tesla demonstrated this new feature by having Optimus Gen 2 transfer an egg from one container to the next. Elon Musk, for his part, noted on X that so much engineering has gone to Optimus Gen 2’s hands, but the Tesla team is not done.
So much engineering has gone into the hands. In a year, it will be able to thread a needle.— Elon Musk (@elonmusk) December 13, 2023
As per the CEO, Optimus should be able to thread a needle in a year. That’s an insane target, as even human beings could have difficulties threading a needle without the help of tools. If Optimus could hit such an ambitious target in a year, Tesla would effectively establish itself as one of the leaders in robotics.
-->Considering the rapid progress of Optimus, it is quite easy to forget just how young the program is. Tesla announced its humanoid robot project during AI Day 2021, and at the time, all the company had to show for its efforts was a static model showcasing the robot’s target design and a man dancing around the stage in a robot suit. The dancing robot suit segment of AI Day 2021 was met with equal amounts of mockery and skepticism.
Pace of Progress— Elon Musk (@elonmusk) December 13, 2023
It became a bit more difficult to deny the progress of Tesla’s humanoid robot program in AI Day 2.0, which was held in September 2022. During the event, Tesla showed off its development prototype, fondly named “Bumblebee,” which was built with off-the-shelf parts, walking on its own onstage. Tesla also revealed Optimus Gen 1, which was built with custom parts. The robot, however, was still unable to stand on its own then.
By May 2023, Tesla posted a video on social media showing Optimus Gen 1 walking around on its own. And on September 2023, the electric vehicle maker posted a follow-up video showing Optimus Gen 1 sorting objects by color and doing some yoga poses. The progress of Optimus Gen 1 from AI Day 2.0 to the September 2023 demonstration was already pretty insane, so needless to say, it would be very interesting to see just how Optimus Gen 2 improves further next year.
Tesla’s video demonstration of Optimus Gen 2 can be viewed below.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
-->
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.
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.
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
Tesla sees sharp November rebound in China as Model Y demand surges
