News
Elon Musk makes push to Trump, keep US in Paris Agreement or I’m out
Tesla CEO Elon Musk tweeted today that he has advised President Trump, directly and through White House council, that the United States should remain in the Paris Climate Agreement. This is in response to today’s tweet by Trump and wide reports that the POTUS, who campaigned against climate change calling it a “hoax”, will withdraw the US from arguably the most important agreement within the United Nations that seeks to reduce the world of greenhouse gas emissions. If the US withdraws from an agreement that nearly 200 other countries are a part of, it would join Nicaragua and Syria as the only other countries that rejects the accord.
UPDATE: Musk leaves Trump’s council after POTUS exits Paris Agreement
Don't know which way Paris will go, but I've done all I can to advise directly to POTUS, through others in WH & via councils, that we remain
— Elon Musk (@elonmusk) May 31, 2017
Musk’s sentiment echoes cries from other industry and world leaders including Tim Cook of Apple and Pope Francis, who Trump met with last week during his first international trip as President.
-->When presented with the question on Twitter on what he would do if President Trump makes the final decision to abandon the Paris Agreement, Musk replied “Will have no choice but to depart councils in that case”.
Will have no choice but to depart councils in that case
— Elon Musk (@elonmusk) May 31, 2017
Musk has been an outspoken advocate of climate change action since being appointed on the President’s manufacturing advisory council earlier this year. Musk’s seat on the council has been the subject of hot debate with opponents launching campaigns calling for him to step down on the grounds that his role on the council is a show of support from Tesla for Trump.
Musk countered the allegations by asking critics if they rather have a Trump supporter on the council or someone that represented their values, like himself. He cited examples of how he was the one who brought climate change into the discussion as well as the hotly debated immigration ban which was implemented in the first few months of the Trump Administration.
-->The increase in lobbying efforts on the part of non-governmental organizations, business leaders and world leaders have come in response to tweets from Trump, stating that he will announce his final decision on the Paris Accord over the next few days. The tweet closes with his now-famous slogan of Make America Great Again which has been his rallying cry on his overseas trip, while threatening to level the playing field with the German auto industry.
I will be announcing my decision on the Paris Accord over the next few days. MAKE AMERICA GREAT AGAIN!
— Donald J. Trump (@realDonaldTrump) May 31, 2017
Lobbying efforts are expected to remain a heated topic until the decision is finalized this week. A coalition of US based companies banded together to run a series of ads that stated their opposition to pulling out of the Paris Accord, citing a better US economy if the country remained within the Paris Accord.
Not surprisingly, several large coal companies and a handful of mining companies came out in opposition to the deal, claiming that the action to remain within the Paris Climate Agreement would be a violation of Trump’s campaign commitments.
-->Source: Bloomberg
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 appears to be making a change to its exterior side repeater cameras, which are used for the company’s Full Self-Driving suite, and other features, like Sentry Mode.
The change appears to be a potential upgrade in preparation for the AI5 suite, which CEO Elon Musk said will be present on a handful of vehicles next year, but will not be widely implemented until 2027.
Currently, Tesla uses a Sony sensor lens with the model number IMX963, a 5-megapixel camera with better dynamic range and low-light performance over the past iteration in Hardware 3 vehicles. Cameras in HW3 cars were only 1.2 megapixels.
However, Tesla is looking to upgrade, it appears, as Tesla hacker greentheonly has spotted a new sensor model in its firmware code, with the model number IMX00N being explicitly mentioned:
Looks like Tesla is changing (upgrading?) cameras in (some?) new cars produced.
Where as HW4 to date used exterior cameras with IMX963, now they (might potentially) have something called IMX00N— green (@greentheonly) December 1, 2025
Sony has not announced any formal specifications for the IMX00N model, and although IMX963 has been used in AI4/HW4 vehicles, it only makes sense that Tesla would prepare to upgrade these external cameras once again in preparation for what it believes to be the second hardware iteration capable of fully autonomous self-driving.
Tesla has maintained that AI4/HW4 vehicles are capable of self-driving operation, but AI5 will likely help the company make significant strides, especially in terms of overall performance and data collection.
Tesla last updated its exterior cameras on its vehicles back in early 2023, as it transitioned to the 5-megapixel IMX963. It also added additional cameras to its vehicles in January with the new Model Y, which featured an additional lens on the front bumper to help with Full Self-Driving.
Tesla’s new self-driving computer (HW4): more cameras, radar, and more
Tesla sees sharp November rebound in China as Model Y demand surges
Tesla bear gets blunt with beliefs over company valuation
