News
Tesla re-launches FSD beta transfers, adds Model 3 to Supercharging perk
After reports have gone back and forth over the weekend about whether the Full Self-Driving (FSD) beta could be transferred to new vehicle purchases for a limited period of time, Tesla has officially re-launched the incentive. The automaker has also added the Model 3 to its limited-time transfers of lifetime Supercharging, after it was excluded from the perk when announced on Saturday.
Tesla is now allowing free FSD beta transfers on Model S, X, 3 or Y purchases in North America when buyers take delivery before March 31 (via Sawyer Merritt). The news comes after X user Omar of Whole Mars Blog noticed on Saturday that Tesla’s trade-in estimate page showed the ability to transfer the FSD beta to a newly purchased vehicle, including the following message:
“Includes transfer of your current trade-in vehicle’s FSD capability at no cost to you if you take delivery of a new Tesla vehicle by March 31, 2024.”
It’s not clear if the appearance of the offer was some kind of a mistake or glitch, as many suggested, and the sentence was later removed from the page. However, Omar soon shared a follow-up screenshot from a message sent by Tesla, saying that FSD beta transfers would be coming soon after all, and indicating that the company may have decided to re-launch the program after hearing from its customers.
“Coming Soon: FSD Transfer for US Customers,” Tesla wrote in the screenshotted message. “Great news! We have heard our customers’ feedback and are working to relaunch FSD transfers in the United States as soon as possible.”
-->— Whole Mars Catalog (@WholeMarsBlog) February 4, 2024
In a Sunday update from Merritt, however, it appears that Tesla has not only officially re-launched FSD beta transferability, but the automaker will also offer the option for purchases of the new Model 3 in addition to the Model S, X and Y. Additionally, the update noted that the perk would be available in Mexico and Canada, along with being offered in the U.S., though the original message from Tesla only included the latter.
Tesla also launched transfers on free lifetime Supercharging on Saturday for those who take delivery by March 31. Although the offer was previously only available for buyers of the Model S, X and Y, the automaker has now also added the Model 3 to this incentive.
Last year, Tesla initially launched FSD beta transferability for those who took delivery of a new vehicle by September 30, being the first time transfers of the software to new cars were allowed. At the time, the automaker called it a “one-time amnesty,” though it appears that Tesla owners have been vocal about wanting FSD transferability since then.
-->Below you can see Tesla’s post about the FSD beta and Supercharging transfers, in which it also confirms that buyers can transfer both. Beneath that, you can see the transfer agreement that comes with the FSD beta transfer.
Transfer free Supercharging or FSD (or both) from your current Tesla to any new S3XY through 3/31 → https://t.co/MvlrZN5GYJ
— Tesla North America (@tesla_na) February 6, 2024
Tesla FSD beta transfer agreement by zacharydvisconti on Scribd
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Updated 2/10/24: Added Tesla’s post and the FSD beta transfer agreement.
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.
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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.
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 the Netherlands’ holiday campaign
Tesla sees sharp November rebound in China as Model Y demand surges
