News
Porsche’s software update for the Taycan falls short of Tesla’s over-the-air model
In the years before the Taycan’s unveiling, Porsche stated that the all-electric sedan, then called the Mission E, will feature over-the-air updates. Such a function would provide the all-electric Porsche a comparable ownership experience to Tesla’s vehicles, which receive consistent OTA updates every few weeks.
This was mentioned by Porsche CEO Oliver Blume, who noted that some of the Taycan’s OTA updates would allow a 400-hp version of the Mission E to be bumped to 450 hp. Such statements definitely suggest a Tesla-like update process, but if a recent letter from the German automaker is any indication, it appears that software updates for the Taycan will be a bit more old-fashioned, at least for the time being.
In a letter shared by Nicolas Boehmer on LinkedIn, the automaker stated that OTA updates are only used for the Taycan’s smaller patches for now. When it comes to major updates, Taycan owners would have to drive over to a Porsche Center to have the update manually loaded onto their vehicle. This, according to Porsche, is partly due to the size of the update itself, since physical centers have a high-speed internet line.
“The OTA system is already used for updates of a smaller scope. However, for compound updates such as this one, such a large amount of data is transferred that a smooth update in the Porsche Center is ensured with a high-speed line. Subsequently, the function of all control units is verified with a test. With a technology carrier such as the Taycan, the complexity of the systems is at a very high level, so we decided on this procedure,” the company wrote.
As noted by Mario Herger of The Last Driver License Holder, the size of the software update likely has little to do with Porsche’s decision to conduct manual updates for the Taycan. Tesla, for example, regularly rolls out software updates that are worth hundreds of megabytes or even gigabytes of data, and they are usually downloaded using a mobile network or on a regular home broadband connection without issue. With this in mind, Herger stated that the complexity mentioned by Porsche likely refers to the Taycan’s electronics, which are far more complex than those found in Tesla’s electric cars.
-->Tesla is vertically-integrated, and it manufactures a significant number of its vehicles’ components in-house. This allows Tesla to simplify its cars’ electronics architecture with relatively few ECUs and AI chips. Traditional automakers do not follow this model, with the Taycan’s electronics reportedly having over 100 ECUs, many of which are from varying manufacturers. This ultimately makes it very difficult to coordinate regular software updates, which likely encouraged Porsche to simply perform the Taycan’s software upgrades manually.
“The coordination of a software update with so many suppliers is certainly no honeypot and the Porsche management seems to have taken the easiest way to periodically order Taycan owners to the workshop for an update. The fact that Porsche itself has to adjust to a rhythm of software updates lasting several weeks is challenge enough. If dozens of suppliers have to be coordinated, the complexity increases enormously,” Herger wrote.
That being said, Porsche still deserves some recognition for actually following through and rolling out a legitimate software update for the Taycan. As the company continues its push for electric vehicles with the Taycan Cross Turismo and the electric Macan, there may be a chance for the automaker to be more vertically-integrated in the near future.
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
