News
SolarCity and Airbnb partner on a Tesla-like referral program
Tesla’s partnership with home-sharing service Airbnb, to install destination chargers in select host homes, have opened new doors of opportunity between the two companies. With one month left before Tesla and SolarCity shareholders vote on their proposed merger, SolarCity announced through a press release that it will be teaming up with Airbnb on an incentive program that offers a $1,000 discount for hosts to install a SolarCity solar system onto their homes.
Airbnb hosts and members: Install a solar generation system, and receive a $1000 discount through SolarCity.
SolarCity customers: You have a $100 travel credit waiting for you for future Airbnb bookings.
Airbnb’s Head of Global Policy Chris Lehane shared the company’s philosophy about pairing up with SolarCity. “We are indeed that climate friendly travel option that we believe guests are looking for,” he said. He added that their customers place a high value on lowering their environmental footprint, and Airbnb customers, in particular, are looking for places to stay that understand the importance of joining in with others who share the belief that clean renewable decentralized energy is necessary for the future success of the planet.
LeHane noted that Airbnb currently has already proven itself to be a leader in the environmental travel industry in the U.S.
- Airbnb has reduced water consumption by 4.2 billion liters vs. traditional accommodation options.
- Greenhouse gas reductions are nearly equivalent to what is generated by 560,000 cars on U.S. roads per year.
Airbnb is part of what is known as the “sharing economy,” which was inspired by a series of factors including the 2009 global economic crisis, millennial environmental focus, and the acceptance of social media as a serious information source. The numbers of people who now participate in the sharing economy are quite significant. With 100 million users, 640,000 hosts, and 2.3 million listings, Airbnb is the role model for other sharing economy businesses.
SolarCity, too, is an innovator that sets industry standards. Its business is a litany of renewable energy services such as solar energy products and services. It offers installation, ongoing monitoring, and repair services of solar energy systems in the U.S. and also provides services to homeowners, businesses, schools, non-profits and government organizations.
“The great majority of our customers go solar with absolutely no money out of pocket,” related SolarCity President of Global Sales Toby Corey. He explained that SolarCity surveys the business market, looking for programs and partnerships that allow it to alleviate expenditures for potential customers. A majority of SolarCity customers don’t put money down on installation financing plans, so the $1,000 credit from the Airbnb venture will be applied to their payback. That means the overall repayment period will be reduced.
SolarCity operates in 19 states currently, which means Airbnb members in any of those U.S. markets can take advantage of the program. With 300,000 customers, SolarCity can help Airbnb to harness the millennial market, a target audience for most sharing economy business and one that both SolarCity and Airbnb hope to call their own. As reported on Ecoprenteurist, millennials make up a significant portion of today’s target business audience. Millennials are the 2 billion people born between the early 1980s and 2000. 81% of millennials believe business has a key role to play in achieving the Sustainable Development Goals (SDGs), the guiding business practices shaped by world leaders from 193 nations as outcome from the COP21 summit in Paris.
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.
