News
Elon Musk extends thanks to FSD beta testers for giving valuable real-world data
Elon Musk has extended his thanks to Tesla owners who received the company’s limited Full Self-Driving beta last week. The information Tesla is gathering from early access FSD beta testers will be invaluable as the company’s AI team continues to enhance and refine the EV automaker’s autonomous driving software.
The founder of Tesla Owners Club Vancouver Islands James Locke asked Elon Musk about his view on the content early access FSD testers were sharing. “Yes, very helpful,” said the Tesla CEO. “Thanks to all beta testers.”
Last week, Musk announced that Tesla plans to roll out the FSD beta to the general public later this year. Tesla will need all the information it can get to make sure that the full release of the Full Self-Driving beta goes smoothly.
Videos and other content early beta testers have shared recently revealed how much more intuitive and human-like FSD responds to its environment while on the road. By far the most impressive detail to Tesla’s FSD beta would be how fast it improves.
Tesla enthusiast and “part-time comedy act” @WholeMarsBlog talked about FSD beta’s quick growth on Twitter. The Tesla owner’s first impression of FSD beta was that it operated like “a drunk baby driving a car.” “It’s a little questionable, but then you realize ‘holy s*** a baby is driving a car.’ Imagine what it’ll be able to do when it grows up,” tweeted @WholeMarsBlog.
Not long after, the Tesla enthusiast tweeted: “The FSD betas are improving shockingly fast. It almost seems like someone is fixing issues on the fly, and the time between builds is very short.” His recent assessment of Tesla Full Self-Driving beta suggests that the capabilities of the system are quite literally growing right in front of our eyes.
Elon Musk’s gracious thank you to early access beta testers highlights the role consumers play in Tesla’s quick software improvements. After all, the more data beta testers feed to FSD and the AI Autopilot team, the better the autonomous driving software will be in the near future.
Currently, Tesla has gathered the most real-world data for autonomous driving. Tesla’s Director of AI Andrej Karpathy revealed that the company has gathered up to 3 billion miles of real-world data from its fleet as of February 2020, noted Lex Fridman.
In comparison, Waymo has gathered 20 million real-world miles as of date. Waymo is one of Tesla’s biggest competitors in autonomous vehicles, and it’s already considered as one of the leaders in self-driving tech. Needless to say, the vast difference in the companies’ real-world data is striking.
Tesla owners can be credited for the billion miles worth of data the company has collected for FSD. Each and every Tesla on the road right now gathers bits of information that will help Karpathy and the company’s AI team polish Full Self-Driving.
Before any FSD updates are released to the entire Tesla fleet, however, it must be refined. Hence the importance of early access beta testers. The information they share via YouTube, Twitter, etc and feed to Tesla, the more refined FSD beta will be once it rolls out to the general public.
Here’s what Tesla’s limited FSD beta can do today.
News
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.
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.
