News
Tesla Giga Berlin employees bid farewell to ‘Mister Gigafactory’
Tesla employees that are working at the company’s Giga Berlin project in Germany are bidding farewell to Evan Horetsky, the company’s manager for the site.
Tesla reportedly relieved Giga Berlin Horetsky from his position on Thursday. The reasons for his dismissal are currently unknown.
However, last week, Tesla’s Global Supply Manager of Construction, Michaela Schmitz, was already saying her goodbyes to Horetsky. “it was my honor to work for and with you. We will finish it for you, Giga Meister. Take care!!” she said on one of Horetsky’s LinkedIn posts.
According to Rbb24, a German media site, people close to the Giga Berlin project stated that Horetsky was relieved of his duties. Some are speculating it is because of the water bill fiasco that took place last week.
However, Schmitz’s post was published on Horetsky’s LinkedIn before the water bill issue took place. This indicates that Horetsky may have been let go before the water was shut off at the construction site, and could be an indication of why the bill wasn’t paid.
Teslarati reported the rumors of a water shutoff at the Giga Berlin site. However, the water was still seen running normally, and the project never halted, local sources said.
-->I was at the GIGABERLIN at 17:00 pm
and could see that the cement mixing plant was still working and cement transporters were cleaned, WITH WATER.
it looks like the water is running.!!!! pic.twitter.com/LYLdHZ9g0Z— Gigafactory Berlin News (@Gf4Tesla) October 15, 2020
However, the report from Rbb24 says that the Strausberg Erkner water association did have a past due amount that went unpaid. Tesla paid the balance, and the water service was reactivated shortly after.
The site reported:
“Last week, the Strausberg Erkner Tesla water association had temporarily shut off the construction water because a payment deadline had expired. After the money was received, the water ran again.”
-->While the water bill was quickly taken care of because there appeared to be no interruption in Giga Berlin’s construction, the project manager’s responsibility would likely be to ensure that no possibility of interruptions could occur. This starts with the routine paying of bills that keep the site operating as usual.
If Horetsky was let go on early last week, there may have been nobody to handle paying the bill, which could be the reason as to why the water was shut off at the site temporarily.
Interestingly, Horetsky has supervised other Tesla projects, including the completion of Tesla Gigafactory 1 in Sparks, Nevada, and the initial construction phases of Giga Shanghai in China. Horetsky also oversaw the Fremont plant’s preparations for vehicle production. It is possible that Horesky could be assisting with other Tesla projects, as Giga Texas is also in its construction stages.
During Tesla’s Q3 Earnings Call on Wednesday, October 21st, the company outlined the timeline for Giga Berlin’s first phases of production, which are expected to begin in Summer 2021.
The company said in its Update Letter:
-->“Construction of the Gigafactory in Berlin continues to progress rapidly. Buildings are under construction, and equipment move-in will start over the coming weeks. At the same time, the Giga Berlin team continues to grow. Production is expected to start in 2021.”
According to Tesla’s Senior VP of Powertrain and Energy Engineering Drew Baglino, Giga Berlin’s initial ramp will require assistance from its pilot 4680 battery cell production line in Fremont.
Tesla’s pilot 4680 battery cell line in CA will support Giga Berlin’s initial ramp
“We will incorporate 4680 design solutions into many applications in time across both energy and vehicle, and we can use our pilot production facility in Fremont to support the new factory in Berlin as it ramps,” Baglino said.
Tesla will introduce the Model Y to Giga Berlin’s production lines initially but plans to manufacture other vehicles at the German plant in the future.
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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 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:
Looks like Tesla is changing (upgrading?) cameras in (some?) new cars produced.
Where as HW4 to date used exterior cameras with IMX963, now they (might potentially) have something called IMX00N— green (@greentheonly) December 1, 2025
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
Tesla sees sharp November rebound in China as Model Y demand surges
Tesla bear gets blunt with beliefs over company valuation
