News
Tesla Autopilot and Ford BlueCruise compared in brutally honest critique
Automotive teardown specialist Sandy Munro is a brutally honest veteran who tells things as they are. This is one of the reasons why he regularly criticizes Tesla for its vehicles’ inconsistent build quality, and, more recently, why he came away unimpressed after operating Ford’s upcoming BlueCruise driver assist system, which allows drivers to take their hands off the wheel in designated “blue zones” across the United States.
Munro recently took a drive with Ford Driver Assist Technology Chief Engineer Chris Billman on a freeway, and immediately, the teardown expert and former Ford engineer noticed a number of interesting behaviors from the hands-free system. While he liked some of BlueCruise’s behaviors, Munro quickly observed that Ford’s advanced driver-assist suite could not take the off-ramp by itself. This made it quite different from the Autopilot that Munro has been using for some time now in his Tesla Model 3.
But that’s just the tip of the iceberg. Munro soon learned that BlueCruise required manual interventions when navigating curves. And when these happened, the alerts prompting drivers to keep their hands on the wheel did not include loud, audible warnings. Manual interventions with BlueCruise were also required for basic maneuvers like lane changes, and Billman was quite unclear if Ford has any plans to expand the system’s driver-assist features to inner-city streets like Tesla’s FSD Beta.
At the end of the trip, Munro concluded that Ford BlueCruise, at least in its current iteration, still has a lot of room to improve. The teardown expert highlighted that for Ford to make BlueCruise impressive, the veteran automaker must fix the system’s incapability to handle curves on the highways, even those that the company describes as “sharp curves.” Munro also noted that Ford needs to improve BlueCruise’s disengagements, which could be unclear to the driver.
“I would suggest that the sweeping curve stuff, you need to address that. I think that would be something that you absolutely flat out would want to have, better than what you’ve got today. And the reason basically is that, um, you know I got a pension plan that I need to be fully funded. I guess I’ve been a little bit spoiled by watching what Tesla’s been doing with the Full Self-Driving Beta. That is really impressive, and I’m going to suggest that somehow, if you can get your hands on that and try it out, it’ll really help you understand what I was talking about as far as improvements are concerned,” Munro said.
Interestingly enough, Ford has mounted a rather pointed strategy in promoting BlueCruise, which would be released for the Mustang Mach-E and the F-150 Lightning, with both CEO Jim Farley and Ford North America Product Communications director Mike Levine taking shots at Tesla’s Autopilot. Farley, for one, highlighted during BlueCruise’s announcement in April that the system was tested in the real world so that Ford’s customers “don’t have to,” and Levine is known to frequently mock FSD and Autopilot for its flaws while engaging in arguments with Tesla owners on Twitter.
Watch Sandy Munro’s take on Ford’s BlueCruise in the video below.
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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.
