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Porsche’s production plans for Taycan and new 911 hint at serious electrification
In a recent interview, Porsche executive board member Albrecht Reimold hinted at the plans for the upcoming production ramp of the Taycan — the company’s first all-electric car. During the interview, the Porsche executive described how the Taycan’s production is closely related to the manufacturing of the 911, and how the company is getting one of its most iconic vehicles for electrification in the future.
Only a few of Porsche’s creations can hold a candle to the legendary 911, a premium sports car whose performance borders on the supercar level. Porsche is currently preparing its new 911, and Reimold has noted that plans are underway to prepare for the vehicle’s production. Coincidentally, the new 911 would be produced side-by-side with the upcoming Taycan. The Porsche executive further stated that the production of the two cars would have some similarities, to the point that the new 911 could actually be built in the Taycan’s manufacturing lines.
“There is some overlap of course; starting with the logistics processes, and we are also building a new paint shop that all models could be painted in. We have built lots of flexibility into production so that the 911 can also be produced in the Taycan assembly plant – though not vice versa,” he said.
During the interview, the Porsche executive was asked if the strategy for the 911 and Taycan production line was set as a precaution in case the electric car fails to succeed on the market. Reimold answered the question confidently, stating that all signs are pointing to the Taycan making a significant impact in the luxury car industry. The exec added that based on his own experience with the upcoming vehicle, he is quite optimistic about the Taycan’s chances on the market.
“Based on feedback from the market, the calculation of 20,000 Porsche Taycan models in the first year may be a rather conservative estimate. I’ve had the pleasure of driving the car myself, and I can only say it’s absolutely fantastic! Which is the response we’ve been hearing from all sides,” he said.
-->Perhaps the most notable statement in the interview with the Porsche executive is about the future of the 911 as the company embraces electrification. Porsche is among the veteran carmakers that has dedicated itself to pushing electrified transportation, announcing last year that it was retiring its diesel-powered lineup of vehicles in favor of all-electric or hybrid cars. In the case of the new 911, Reimold explained that while there are no plans for an electrified version of the iconic vehicle, the company is ready to implement a hybridization strategy for the sports car.
“(Hybridization) is still a rather minor one because customers expect the 911 to be what it is. But it’s not entirely out of mind. For example, we have designed the model to enable drivetrain electrification – hybridization in other words, so we would be ready to implement a change like that,” he said.
Reimold also noted that the 911 would always be an icon for the company, despite the all-electric Taycan dominating Porsche’s headlines today. Overall, if there is anything invoked by Porsche’s plans for the 911 and the Taycan’s production, it is that the carmaker is not shying away from electrification. Building one of its most important and historic vehicles alongside its first-ever all-electric car, after all, shows a notable commitment towards electrification.
The Porsche Taycan is expected to start production sometime later this year. The carmaker is yet to unveil the production version of the Taycan, though sightings of the company’s test mules hint at serious track performance.
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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.
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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.
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
