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Tesla Cybertrucks have started arriving in Canada ahead of deliveries

Credit: Tesla Asia/X

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Tesla Cybertrucks have started arriving in Canada just a few weeks after the company officially launched sales in the country, and as the company prepares to begin initial deliveries of the unique electric vehicle (EV).

This week, multiple sources have reported spotting some of the first Tesla Cybertruck units being prepped for delivery in Canada, and one user in the Tesla Motors subreddit has shared photos of the EVs parked at a store in Kitchener, Ontario. Others also said they spotted the vehicle on the road in British Columbia and Quebec, and Tesla has officially launched Cybertruck accessories in the country, just as it said would happen in the coming weeks.

Credit: Aryan_exe | Reddit

Credit: Aryan_exe | Reddit

Tesla launched sales of the Cybertruck in Canada last month, after one executive from the company said earlier this year that the company was hoping to have the truck on sale in the country soon. Following the statement, the Cybertruck gained a key exemption in the country in July, effectively allowing the steer-by-wire system to be used in the country instead of a regular steering column.

In September, Tesla launched initial deliveries to customers in Mexico, starting with ten units that were delivered to customers during a launch event in the country. Tesla has been working on getting regulations in place to launch the Cybertruck in other countries as well, with some of the first to be registered in European countries in July.

Still, Tesla has faced some pushback in other markets that have stricter pedestrian regulations, including in Europe, where the Cybertruck’s protruding corners are technically not allowed. Last month, two European safety lobby groups wrote to the Transport Minister of the Czech Republic, saying the Cybertruck presented an “illegal risk to all other road users,” and noting that the EV’s angular design could “exacerbate injury severity and death rates.”

During Tesla’s 2024 Shareholders Meeting, Elon Musk said that Tesla could have the Cybertruck certified for markets beyond North America sometime next year. More recently, Musk has has also suggested that there could be a market for a smaller Cybertruck design that would be easier to certify internationally.

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Tesla Cybertruck achieves positive gross margin for first time

What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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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.

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Credit: Tesla China

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.

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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.

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Investor's Corner

Tesla bear gets blunt with beliefs over company valuation

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Credit: Tesla

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 Shortand 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.

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Tesla is making a change to its exterior cameras with a potential upgrade

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Credit: Tesla

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:

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

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