A partially-covered vehicle featured in Tesla’s all-hands quarterly video has triggered speculations that the Elon Musk-led company just dropped a Model Y tease.
During the opening scenes of the recently-uploaded promo video, an image of a partially-covered, unidentified vehicle was featured. Based on what could be seen of the electric car, its design does not seem to match any of Tesla’s current offerings. With this, discussions in the Tesla community have pretty much erupted with speculations about what the vehicle could be.
Considering the angle of the mysterious vehicle, the car appears to be roughly the same length as a Model 3. The cloth covering of the electric car falls at a rather sharp angle in the rear as well, suggesting that the vehicle’s back might feature a rather angular, nearly vertical design. Interestingly, Tesla adopted a similar design in the past with the Model X SUV.
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- The first image in Tesla’s all-hands quarterly video. [Credit: Tesla/YouTube]
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- The mysterious, unidentified vehicle in Tesla’s promo video. [Credit: Tesla/YouTube]
The rear doors of the partially-covered vehicle do not match any of Tesla’s current offerings either. The rear Falcon Wing Doors of the Model X, for one, extend into the wheelbase, unlike the vehicle in Tesla’s promo video. The lines in the door profiles of the mysterious car’s body also curve upwards at the rear, unlike the Model S and Model 3. These factors, apart from a rather interesting post-it note in the clip’s opening moments, have fuelled speculations that the partially covered electric car was a Model Y prototype.
Not everyone is convinced that Tesla dropped a Model Y tease in the recently released video, however. In the r/TeslaMotors subreddit alone, several enthusiasts have noted that the partially covered electric car seems to have far too little ground clearance to be a crossover SUV. With this, some are speculating that the unidentified vehicle in the promo video features a redesigned Model S instead.
In a way, a Model S refresh makes sense for Tesla as well. The luxury all-electric sedan, after all, has been largely unchanged since it debuted back in 2012. A slight update in 2016 introduced a new front fascia and a couple of new interior options, but apart from these, the cars’ other design elements are still pretty much identical to the first vehicles that rolled off the production line. Considering the impending arrival of the Porsche Mission E — an electric car that appears to be tailor-fit to compete against the Model S — a full refresh of Tesla’s flagship sedan is just as likely.
These are, of course, just speculations and rumors for now, and hence, must be taken with a grain of salt. It should be noted, however, that Elon Musk loves the concept of Easter Eggs. Thus, the mysterious vehicle’s inclusion in the video definitely suggests that it is a pertinent project for Tesla in the near future.
During Tesla’s recently-held Q1 2018 earnings call, Elon Musk noted that an announcement about the Model Y’s factory would be released no later than the fourth quarter. Musk also stated that the next Gigafactory, which is set to be established in China, will incorporate facilities that would enable vehicle production. Musk also noted that the production of the Model Y would likely start around 2020.
The Model Y is a crossover SUV that is based on the Model 3 platform. According to Elon Musk, the Model Y would require only 100 meters of wiring — a significant reduction over the 1,500 meters required for the Model 3 and the 3,000 meters required for the Model S and X. Musk also expects the Model Y to be incredibly popular, with demand for the vehicle going as high as 1 million per year.
Watch Tesla’s all-hands quarterly promo video below.
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Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
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Tesla Giga Berlin draws “red line” over IG Metall union’s 35-hour week demands
Factory manager André Thierig has drawn a “red line” against reducing Giga Berlin’s workweek to 35 hours, while highlighting that Tesla has actually increased its workers’ salaries more substantially than other carmakers in the country.
Tesla Giga Berlin has found itself in a new labor dispute in Germany, where union IG Metall is pushing for adoption of a collective agreement to boost wages and implement changes, such as a 35-hour workweek.
In a comment, Giga Berlin manager André Thierig drew a “red line” against reducing Giga Berlin’s workweek to 35 hours, while highlighting that Tesla has actually increased its workers’ salaries more substantially than other carmakers in the country.
Tesla factory manager’s “red line”
Tesla Germany is expected to hold a works council election in 2026, which André Thierig considers very important. As per the Giga Berlin plant manager, Giga Berlin’s plant expansion plans might be put on hold if the election favors the union. He also spoke against some of the changes that IG Metall is seeking to implement in the factory, like a 35-hour week, as noted in an rbb24 report.
“The discussion about a 35-hour week is a red line for me. We will not cross it,” Theirig said.
“(The election) will determine whether we can continue our successful path in the future in an independent, flexible, and unbureaucratic manner. Personally, I cannot imagine that the decision-makers in the USA will continue to push ahead with the factory expansion if the election results favor IG Metall.”
Giga Berlin’s wage increase
IG Metall district manager Jan Otto told the German news agency DPA that without a collective agreement, Tesla’s wages remain significantly below levels at other German car factories. He noted the company excuses this by referencing its lowest pay grade, but added: “The two lowest pay grades are not even used in car factories.”
In response, Tesla noted that it has raised the wages of Gigafactory Berlin’s workers more than their German competitors. Thierig noted that with a collective agreement, Giga Berlin’s workers would have seen a 2% wage increase this year. But thanks to Tesla not being unionized, Gigafactory Berlin workers were able to receive a 4% increase, as noted in a CarUp report.
“There was a wage increase of 2% this year in the current collective agreement. Because we are in a different economic situation than the industry as a whole, we were able to double the wages – by 4%. Since production started, this corresponds to a wage increase of more than 25% in less than four years,” Thierig stated.
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Tesla is seeing a lot of momentum from young Koreans in their 20s-30s: report
From January to November, young buyers purchased over 21,000 Teslas, putting it far ahead of fellow imported rivals like BMW and Mercedes-Benz.
Tesla has captured the hearts of South Korea’s 20s-30s demographic, emerging as the group’s top-selling imported car brand in 2025. From January to November, young buyers purchased over 21,000 Teslas, putting it far ahead of fellow imported rivals like BMW and Mercedes-Benz.
Industry experts cited by The Economist attributed this “Tesla frenzy” to fandom culture, where buyers prioritize the brand over traditional car attributes, similar to snapping up the latest iPhone.
Model Y dominates among young buyers
Data from the Korea Imported Automobile Association showed that Tesla sold 21,757 vehicles to the 20s-30s demographic through November, compared to BMW’s 13,666 and Mercedes-Benz’s 6,983. The Model Y led the list overwhelmingly, with variants like the standard and Long Range models topping purchases for both young men and women.
Young men bought around 16,000 Teslas, mostly Model Y (over 15,000 units), followed by Model 3. Young women followed a similar pattern, favoring Model Y (3,888 units) and Model 3 (1,083 units). The Cybertruck saw minimal sales in this group.
The Model Y’s appeal lies in its family-friendly SUV design, 400-500 km range, quick acceleration, and spacious cargo, which is ideal for commuting and leisure. The Model 3, on the other hand, serves as an accessible entry point with lower pricing, which is valuable considering the country’s EV subsidies.
The Tesla boom
Experts described Tesla’s popularity as “fandom culture,” where young buyers embrace the brand despite criticisms from skeptics. Professor Lee Ho-geun called Tesla a “typical early adopter brand,” comparing purchases to iPhones.
Professor Kim Pil-soo noted that young people view Tesla more as a gadget than a car, and they are likely drawn by marketing, subsidies, and perceived value. They also tend to overlook news of numerous recalls, which are mostly over-the-air software updates, and controversies tied to the company.
Tesla’s position as Korea’s top import for 2025 seems secured. As noted by the publication, Tesla’s December sales figures have not been reported yet, but market analysts have suggested that Tesla has all but secured the top spot among the country’s imported cars this year.
Tesla China delivery centers look packed as 2025 comes to a close
Tesla Giga Berlin draws “red line” over IG Metall union’s 35-hour week demands
