News
Tesla Hardware 4 camera ports hint at 360-degree view with no blind spots
The recent leaks of Tesla’s Hardware 4 computer provided a pretty clear teaser of the upcoming changes coming to the electric vehicle maker’s Autopilot unit. While there is still much to be learned about HW4, the leaks suggest that the number of cameras in Tesla’s electric vehicles may be increased to 11.
Hardware 4, as its name suggests, is Tesla’s next-generation Autopilot computer. Elon Musk noted during the Q4 and FY 2022 earnings call that HW4 should be capable of operating 500% to 600% safer than a human driver. The existing Hardware 3 computer being rolled out to vehicles like the Model 3 and Model Y today are equipped with Hardware 3, which Musk noted should be capable of operating 200% to 300% safer than a human driver.
Hardware 4 and Tesla Vision
Considering the electric vehicle maker’s focus on Tesla Vision, it is pertinent for FSD and Autopilot to see and analyze road conditions very well in real-time. With this in mind, and as per the Hardware 4 leaks that were recently posted on Twitter by prolific Tesla hacker @greentheonly, it would appear that the electric vehicle maker is increasing the number of its cameras to 11.


A look at the Hardware 4 computer would show 12 fully-populated camera connectors, with one being marked as “Spare.” Of the remaining 11, one will still be used for the cabin camera while ten will be used for the vehicle’s exterior. This is not surprising at all as the company adopts a similar system with its existing eight-camera layout for its vehicles today.
Hardware 3 vs. Hardware 4 Cameras
For context, Tesla’s existing layout features an eight-camera setup: one above the rear license plate, one in each door pillar, three mounted on the windshield above the rearview mirror, and one mounted to each front fender. A radar unit and ultrasonic sensors were also used in the past, though Tesla phased these out as the company focused on its development of Tesla Vision.
The leaked Hardware 4 images list the cameras as the following: “F-SVC,” “L-SVC,” “R-SVC,” “L-FF-Rear,” “R-FF-Rear,” “L-FF-Side,” “R-FF-Side,” “Wide,” “Main,” “Backup,” and “Selfie.” As per the Tesla hacker, the names are a bit cryptic, but based on how they are listed, one could speculate where the cameras will be placed in a Tesla equipped with a Hardware 4 computer.



Potential Hardware 4 Camera Placements
Immediately noticeable in the leaked images are the three cameras marked “F-SVC,” “L-SVC,” and “R-SVC.” The Tesla Parts Catalog shows that “SVC” refers to vehicle bumpers, so with these in mind, it would appear that Hardware 4 would be using three bumper cameras. Considering the references to “F,” “L,” and “R” SVC placements, the Tesla hacker noted that one of the Hardware 4 cameras might be placed in the front bumper, while two may be placed on both sides of the rear bumpers for cross traffic.
Also notable are the Hardware 4 camera slots listed as “FF.” A total of four cameras are listed with these letters: “L-FF-Rear,” “R-FF-Rear,” “L-FF-Side,” and “R-FF-Side.” The Tesla hacker speculated that “FF” might refer to “Front Fender,” which would suggest that the cameras in the pillar may be moved to the front fender. Other Tesla watchers, however, have suggested that “FF” may also mean “Front Facing,” “Full-Frame” for higher resolution images, or “Far Field.”


No Blind Spots and 360-degree-view
If the Hardware 4 leaks are accurate, it would suggest that Tesla would be increasing the number of cameras by two as it rolls out vehicles that are equipped with its new Autopilot computer. Comparing the existing camera setup in Hardware 3 and the potential setup of Hardware 4, it would appear that the new cameras will be those placed in the rear bumper. This may also suggest that the ultrasonic sensors that were phased out in the rear bumpers might be replaced with cameras.
Considering the potential setup of the Hardware 4 cameras, it would appear that Tesla would finally be rolling out a 360-degree view of its vehicles, which is a highly-requested feature among owners. It would also mean that some blind spots in existing cars would be addressed. Overall, Hardware 4 might not just be a step up in performance; it might also be a notable step up in safety and vision.
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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.
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.
