News
Tesla asks Cybertruck reservation holders to lease S3XY lineup for End-of-Year push
Tesla is looking to get a two-for-one with some of its Cybertruck reservation holders. An email to those who have preordered the all-electric truck from Tesla has revealed that it is encouraging them to lease one of the currently-available cars before accepting delivery of the Cybertruck in 2021 or 2022.
The email was originally reported by Electrek, who received several tips from readers about the possibility of leasing another vehicle before receiving their Cybertruck within the next two years, depending on the variant. Tesla is looking to increase its sales figures ahead of the end of the year. As the Cybertruck will not begin production until late 2021 for the Dual and Tri-Motor variants, there is the possibility that some owners will want to get into an all-electric Tesla before then.
Tesla is reaching out to owners and testing the waters.
The email stated:
“I saw you have a Cybertruck reservation with us, so I wanted to give a courtesy update and provide myself as a resource.
The single motor configuration is currently scheduled to begin production in late 2022 with delivery projected to take place in early 2023.
The dual and tri-motor configurations are currently scheduled to begin production in late 2021 with delivery projected to take place in early 2022.
In the meantime, a lot of Cybertruck reservation holders have been doing 24-36 month leases on our current vehicles to bridge the gap and experience Tesla ownership!
We are currently offering a $1,500 California Clean Fuel Reward eligible for California residents registering their car in-state on top of other California state incentives that you could apply before the end of the year.
If you are interested in securing pricing on our current S3XY models, please respond ‘Yes’ and I will be happy to give you a call.”
Tesla set a goal to produce 500,000 cars this year. Despite the COVID-19 pandemic, which shut down the company’s Fremont production facility in Northern California for a month and a half, Tesla has surged with three quarters that have beaten Wall Street estimates. Its most recent quarter proved to be the most successful in company history as Tesla marked 145,036 cars produced, and 139,593 cars delivered. To reach its goal, Tesla will need to build 170,020 cars, and it will only build a vehicle if the demand is present. The company rarely has inventory.
Tesla’s End-of-Year push is always particularly intense and the company has called on help from owners in past years to assist in the efforts. Reaching out to Cybertruck pre-orderers is a good strategy considering the fact that the vehicle won’t be ready for around a year, so some reservation holders may be antsy about getting a Tesla in their driveway.
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.
