News
Man Versus Musk film has ties to Tesla Energy competitors
Update: EQT declined to comment.
Some new information about the Man Versus Musk film has come to light showing ties to one of Tesla’s competitors, EQT-owned Cypress Creek Renewables. Our friends at Tesmanian reported this new find.
On Saturday, we reported on a tip from one of our readers who found an ad on Backstage offering to pay influencers $100 to read from a script that smeared Tesla, Elon Musk, and autonomous driving.
@compulyze found that the same website promoting the casting for Man Versus Musk is a subsidiary of a firm owning a competing solar and battery storage energy company in Texas @compulyze also pointed out that the filmmaker, Jordan Skopp and Charlie Schulman, who is supporting Skopp, have very little experience in the industry yet Backstage verified them regardless.
The initial casting call is offering $100 to influencers for reading from a script that smears Elon Musk, Tesla, and autonomous driving. In the script, each of the influencers is to introduce themselves as Jordan Skopp and bring up the dangers of distracted driving and then go on to bash Elon Musk.
Tesmanian noted that in February, Backstage was bought by Cast & Crew which describes itself as a provider of software and services to the entertainment industry. Cast & Crew was previously bought by EQT, a Swedish investment firm in 2018. EQT has over EUR 71 billion in assets across 27 active funds. In October 2021, EQT acquired Cypress Creek Renewables, an integrated solar and storage company.
In June 2022, Cypress Creek announced that it was closing the funding for a solar and storage project in Texas. Tesmanian added that the project would include an 80MWh battery energy storage system using Tesla Megapacks but oddly, there was no mention of Tesla or its products in the press release.
Teslarati reached out to EQT, Backstage, and Cypress Creek for a comment and we’ll update you when or if they respond.
My 2.5¢
I have to admit, I can be naive at times. In my reporting of the film, I said that I thought the filmmaker wanted to do good and probably saw themselves as doing good. I was being sickeningly optimistic. And many of our readers called me out on that. You’re right.
The idea of campaigning against distracted driving is good. Too many drivers aren’t paying attention behind the wheel and I know I’ve been in a few tangles with them as a pedestrian trying to cross at a crosswalk.
To be quite frank, I didn’t want to come out and bash the filmmaker as that isn’t professional. But I will say this. These influencers participating for the $100 should be aware that they are reading from a script, using their face and likeness to promote misinformation and an outright smear against Tesla and Elon Musk. They could, sadly, get caught up in any legal battles if those come. And that is where Skopp and his team are very, very wrong.
Note: Johnna is a Tesla shareholder and supports its mission.
Your feedback is important. If you have any comments, or concerns, or see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter at @JohnnaCrider1.
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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.
