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Tesla shares Model S Plaid “Track Pack” details, release date, and rollout strategy
With the Tesla Model S Plaid setting an official world record for a production electric car in the Nurburgring, all eyes are now focused on what a track-optimized version of the flagship sedan could do in the 12.94-mile track. If the Tesla Model S could achieve a 7:30.909 time and an average speed of 166.320 km/h (103.35 mph) bone stock, a “Track Pack” could undoubtedly shave off a good number of seconds from the vehicles lap time.
Fortunately, Tesla CEO Elon Musk has shared some insights on the Model S Plaid’s “Track Pack.” He also shared some modifications Tesla plans to implement for the flagship sedan in its next Nurburgring record attempt and a potential rollout strategy for owners who wish to modify their vehicles for maximum track performance.
While the Model S Plaid that set the 7:30.909 time was a bone stock vehicle, directly from the Fremont Factory, Elon Musk noted that Tesla’s next goal is to see how the vehicle does when it is equipped with added aero surfaces, carbon brakes, and track tires. These modifications could help keep the Plaid planted on the track, which seemed to be one of the points for improvement in the vehicle’s stock run.
Footage taken of the Model S Plaid’s recent runs on the Nurburgring revealed that Tesla was testing two stock vehicles on the track. Both cars were frighteningly quick on the straights, but it was evident that the stock Model S Plaid’s brakes and tires were already being pushed to their limits in the corners. With better brakes and tires, the Model S Plaid could certainly handle the twists and turns of the Nurburgring without far less stress on its brakes and tires.
Apart from discussing the Model S Plaid’s modifications for the Nurburgring, Elon Musk also noted that a “track software update” is just a “few weeks away,” with some new features like waypoints. The CEO did not share if the “track software update” would unlock the Model S Plaid’s top speed to 200 mph, but it should help optimize the flagship sedan for high-speed, technical runs.
-->Musk noted in a later tweet that Tesla is open to the idea of having third-party shops modify the Model S Plaid with track-optimized equipment since the company doesn’t really have age bandwidth to do it. Allowing third-party modifications should open up a lot of possibilities for Tesla. It would give companies like Unplugged Performance and Mountain Pass Performance more than enough space to exercise their creativity, similar to how AMG became the high-performance subsidiary of Mercedes-Benz AG.
Watch the stock Model S Plaid’s Nurburgring lap attempt in the video below.
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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
