The Tesla Cybertruck is finalized and nearing production over three years after CEO Elon Musk unveiled it, the company’s Chief Vehicle Designer Franz von Holzhausen said on a podcast.
The Tesla Cybertruck, after being unveiled in 2019, has been delayed on several occasions due to the global COVID-19 pandemic and related supply chain issues. While Musk has indicated on several occasions that the design is finalized, Tesla has continued to make slight adjustments while it prepares for early production, which is slated for mid-2023. Volume production is set for the end of the year.
While the Cybertruck project has been delayed, it appears Tesla is finally getting very close to production, the automaker’s Chief Vehicle Designer Franz von Holzhausen said on the Ride the Lightning podcast with Ryan McCaffrey.
After McCaffrey asked whether the Cybertruck was finished “from a design perspective,” von Holzhausen answered, “Yeah. Basically, yes.”
McCaffrey also mentioned that production was slated for less than six months from now, and the Tesla Chief Designer did not deny nor indicate that anything would hold up the initial manufacturing phases.
-->However, von Holzhausen did say that Tesla never has a “pencils down” mentality with vehicle design, and Tesla remains fluid with its ideas. If the vehicle could be improved upon or if the company decides to make changes, it will not refrain from doing so.
“We work consistently through the entire process, and we’re constantly working on every detail,” he said, “and the refinement of that. So, and we learn things through the engineering phases and the manufacturing development phases that we can improve on, and so we do.”
He was sure to include that the Cybertruck has features that customers do not know about yet, but in typical Tesla fashion, no details were shared.
One of the more interesting tidbits of the interview was when von Holzhausen confirmed Tesla was looking at adding Yoke steering as a standard option on the Cybertruck. While prototypes have been spotted with the Yoke steering, Tesla has not yet confirmed whether it will commit to that for the vehicle. However, von Holzhausen said it “makes sense.”
A Tesla Cybertruck with Yoke Steering (Credit: u/X5AT_1/Reddit)
Tesla recently made Yoke steering optional in the Model S and Model X, giving customers the option to choose a traditional steering wheel instead of the polarizing Yoke selection.
Tesla has made plenty of strides in Cybertruck production over the past few months, including delivering IDRA Giga Press machinery at Gigafactory Texas, where the vehicle will be built. Tesla will utilize a 9,000-ton Giga Press from IDRA for Cybertruck manufacturing, which may have arrived at the Texas factory earlier this month.
-->Tesla Cybertruck production nears, IDRA packages converge at Giga Texas
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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 appears to be making a change to its exterior side repeater cameras, which are used for the company’s Full Self-Driving suite, and other features, like Sentry Mode.
The change appears to be a potential upgrade in preparation for the AI5 suite, which CEO Elon Musk said will be present on a handful of vehicles next year, but will not be widely implemented until 2027.
Currently, Tesla uses a Sony sensor lens with the model number IMX963, a 5-megapixel camera with better dynamic range and low-light performance over the past iteration in Hardware 3 vehicles. Cameras in HW3 cars were only 1.2 megapixels.
However, Tesla is looking to upgrade, it appears, as Tesla hacker greentheonly has spotted a new sensor model in its firmware code, with the model number IMX00N being explicitly mentioned:
Looks like Tesla is changing (upgrading?) cameras in (some?) new cars produced.
Where as HW4 to date used exterior cameras with IMX963, now they (might potentially) have something called IMX00N— green (@greentheonly) December 1, 2025
Sony has not announced any formal specifications for the IMX00N model, and although IMX963 has been used in AI4/HW4 vehicles, it only makes sense that Tesla would prepare to upgrade these external cameras once again in preparation for what it believes to be the second hardware iteration capable of fully autonomous self-driving.
Tesla has maintained that AI4/HW4 vehicles are capable of self-driving operation, but AI5 will likely help the company make significant strides, especially in terms of overall performance and data collection.
Tesla last updated its exterior cameras on its vehicles back in early 2023, as it transitioned to the 5-megapixel IMX963. It also added additional cameras to its vehicles in January with the new Model Y, which featured an additional lens on the front bumper to help with Full Self-Driving.
Tesla’s new self-driving computer (HW4): more cameras, radar, and more
Tesla sees sharp November rebound in China as Model Y demand surges
Tesla bear gets blunt with beliefs over company valuation
