News
Tesla Model Y spied on Fremont test rack, rips through track at full speed
Recent spy videos of the upcoming Tesla Model Y have shown the all-electric crossover ripping through the Fremont factory’s test track like a supercar, despite rain and heavy winds. The speed of the Model Y is quite astounding, considering that its Performance variant has the most conservative specs among the vehicles donning Tesla’s “P” branding.
Two videos of the Model Y in Fremont’s test track were recently shared online. One, which featured a whole minute of the crossover gliding smoothly over the closed circuit, was filmed from a distance. Despite this, one can feel the hard acceleration of the Tesla Model Y as it launched from a dead stop. It remains unknown which variant of the Model Y was used for the session, but it would not be a surprise if it was a Performance version, considering its almost supercar-esque acceleration.
Was Trip Chowdhry really filming this on Saturday? Or was it Sunday? I caught a mY on the track doing a lap on the 8th and it was hardly windy or rainy. Trip’s video looks oddly similar to the conditions when I was here: overcast and slightly wet but drying. You be the judge. https://t.co/w4UNng7Hbn pic.twitter.com/Hm42IXrHzP— 🔎 (@Looking__closer) December 10, 2019
Apart from the aerial shot of the all-electric seven-seat crossover, a closer view of the Model Y’s trip to the track was shared by Global Equities Research analyst Trip Chowdhry, who recently visited Tesla’s Fremont facility for a factory check. The analyst noted that he saw the Model Y for the first time during the December 7 visit, and it was also the first time that he saw the vehicle at the track.
In a statement to Street Insider, Chowdhry stated that the Model Y was going at “super-high speeds during rain and heavy winds.” This was evident in his short video, which showed overcast skies and an all-electric crossover that was unforgivingly accelerating (seemingly) at full speed. Overall, Chowdhry came away from the sighting impressed, stating that what he saw was a “significant” development.
The Global Equities Research analyst stated that the Model Y’s full speed track sessions hint that the development of the upcoming vehicle is going as planned. Chowdhry added that he sees the Model Y becoming a significant revenue contributor for Tesla in the second half of 2020. The analyst’s observations seem to go in line with other sightings of the all-electric crossover in the United States. From CA to OH, the Model Y has been spotted in its different versions, including a Dual Motor AWD unit that was spotted with a tow hitch.
The Model Y could very well be Tesla’s dark horse for the coming year. The vehicle’s unveiling was understated, and Elon Musk gave a pretty conservative estimate on its first deliveries, stating that first handovers to customers will likely begin in Fall 2020. In the Q3 2019 Update Letter, Tesla announced that Model Y development was ahead of schedule, and that first deliveries will likely be held on Summer 2020 instead. Considering all these sightings and track tests, it would not be surprising if the Model Y’s deliveries end up being even earlier than expected.
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.
