News
Tesla Gigafactory 4 protestors in focus following recent “Forest Walk” demonstration
A spokesperson from the Nature and Biodiversity Conservation Union (NABU) of Brandenburg has responded to concerns that arose from protests on January 12 at the future site of Tesla Gigafactory 4.
The “Forest Walk” was comprised of around 50 citizens of Grünheide who opposed Tesla’s presence in the German town. Those who attended the protest felt they were not given enough recognition in the decision to allow Tesla to build a production plant in a local forest, a decision they feel could have negative environmental implications.
@GF4Tesla on Twitter was able to reach members of NABU to ask what they felt about the protests. Spokesperson Friedhelm Schmitz-Jersch says that he feels it is important for local citizens to be recognized and involved in the project.
Schmitz-Jersch also stated his organization has been involved in the planning of Gigafactory 4 since its announcement in November 2019. They are currently examining documents including Tesla’s Environmental Impact Report that was released earlier this month. This document clarified Tesla’s plans to protect the wildlife that calls the 300-hectare property “home.”
Met the ' State Board of NABU Brandenburg ' (Nature Conservation Association)
" to involve the citizens in the project is very important "
"No groundwater is taken from the factory site "
NABU is examining the documents and was already involved in the procedure in Nov. 2019. pic.twitter.com/g5bHpt0HR2— Gigafactory Berlin News (@Gf4Tesla) January 15, 2020
Tesla has stated that they will have the initial process of removing trees from the site finished by February 27 to comply with the bird breeding season that begins on March 1.
One of the issues the protesters were most vocal about had to do with groundwater at the site and local drinking water. To alleviate difficulties that arise from trying to build a structure on wet ground, Tesla believes this issue could be relieved with the addition of an underground water pump. However, the protestors claim this may dry the area up too much and could make it prone to wildfires in the dryer seasons of the year.
Grünheide residents and Tesla alike have already experienced multiple issues with the amount of drinking water in the area. Before Tesla chose the area as its preferred location for Gigafactory 4, residents of the town were already experiencing a drought of clean drinking water. They claim that Tesla’s presence in the area could make this issue worse. “If a huge consumer is now added by Tesla, it will be even more difficult,” protestor Steffen Schorcht stated.
Tesla has already taken multiple steps to secure drinking water for each of its three construction phases. The company has recognized that they will need to obtain clean water from an outside source as production ramps up to the eventual goal of 500,000 cars a year. The amount of water currently in Grünheide is simply not enough to supply its employees with an appropriate amount of clean water for drinking.
Tesla plans to have the factory up and running by July 2021. While this small group of citizens has voiced their discontent with the factory, German politicians have recognized the positives that Tesla will bring to the country’s economy. German Minister of Economics Peter Altmaier has stated that if Tesla were to not be present in Germany, it could be a detrimental decision that would negatively affect all of Germany.
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.
News
Tesla is making a change to its exterior cameras with a potential upgrade
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
