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Tesla’s Cybertruck does not need traditional ‘truck people’s’ support to succeed
The Tesla Cybertruck is not a vehicle that could be appreciated by everyone. Uncompromisingly futuristic and angular to a fault, the vehicle looks less like a traditional pickup compared to other all-electric trucks like the Rivian R1T. Thanks to its polarizing looks, Tesla critics have predicted that the Cybertruck would be a flop, since the vehicle would not appeal to traditional “truck people,” who have preconceived notions about what a pickup should look like.
To be fair, the Cybertruck has received harsh criticism from a good number of classic pickup truck enthusiasts. Yet, despite this, the idea that the all-electric truck would fail because it would not appeal to a “typical Ford F-150 buyer” will likely be proven wrong. In fact, if one were to look at the history of Tesla’s vehicles, particularly the Model 3, one would note that the electric car maker’s cars do not really need the support of an existing demographic to be a success.
Tesla made a rather strange decision when it decided to start the Model 3’s rollout on the United States. During that time, some of the company’s critics pointed to the alleged folly of this strategy, particularly as the US’ luxury sedan market was in a steep decline. Yet, when Tesla hit its stride with Model 3 production, this bearish thesis was proven wrong. American car buyers bought the electric sedan, ending 2018 as the best-selling luxury car on the market with over 145,000 units sold.
Tesla’s later discussions on Model 3 trends featured interesting insights about the vehicle and why it continued to buck the trend by thriving despite the decline in the US’ sedan sales. As it turned out, the Model 3 did not just convert existing luxury car buyers when it was released — it actually inspired a new type of electric car buyer. What are these customers? They were people who have never considered buying a premium vehicle before.
This is why some of the top vehicles traded in for the Model 3 include more affordable vehicles like the Toyota Prius and the Honda Accord. By offering the best tech and safety at a price point that’s justified by a significantly lower total cost of ownership, Tesla ended up encouraging customers to acquire the Model 3, even if they have to make a stretch to do so. By doing this, the Model 3 was essentially able to create a market for itself. The same could happen to the Cybertruck.
Thus, while it is true that the Cybertruck may never convert die-hard “truck people” who are loyal to veteran brands, the vehicle may also easily attract buyers who were previously not in the market for a pickup truck at all. This is already hinted at by some reservation holders who have shared their insights online, with some admitting that they are not “truck people” at all, but they are attracted to the Cybertruck’s cost and features nonetheless. Starting at $39,990, the Cybertruck is only a bit more expensive than the Standard Range Plus Model 3, which is a sedan.
The Tesla Cybertruck is still more expensive than entry-level pickups on the market, but it is priced very competitively against full-sized, double-cab pickups from rival carmakers. The vehicle is also loaded to the teeth with standard features that would otherwise require an aftermarket modification, such as its motorized tonneau cover. Couple this with a lower cost of ownership compared to massive fuel and maintenance costs incurred by conventional gas-guzzlers like the Ford F-150 and the Cybertruck becomes a very attractive vehicle, pickup veterans and otherwise.
-->H/T u/Dandan0005/Reddit
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Tesla Europe rolls out FSD ride-alongs in 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.
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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 Europe rolls out FSD ride-alongs in Netherlands holiday campaign
Tesla sees sharp November rebound in China as Model Y demand surges
