Tesla’s redesign of the Model 3 has now been unveiled in many markets, featuring the removal of several components — notably including the removal of a shifting stalk.
Since the announcement, however, some have also spotted that Tesla may have removed a front-seat airbag from the design, leaving some onlookers with questions.
Earlier this week, Reddit u/Capital-Pomegranate6 noticed that the new Model 3 doesn’t include a knee airbag for front-seat passengers, as spotted in the French owner’s manual. Interestingly, the manual also shows that the design has an additional airbag inside the driver’s seat, which appears to be the same one noticed in China-built Model Y units last year.
Some users responded that the design could be region-based, depending on what airbags are available in certain countries. Others said that U.S. regulations may require knee airbags while European countries don’t. However, u/Capital-Pomegranate6 reiterated that their Model 3 does include the knee airbags, though others outside of North America pointed out that theirs didn’t.
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Above: Airbags in the U.S./North America Tesla Model 3, according to the owner’s manual. (Credit: Tesla)
In any case, it seems clear from the U.S. owner’s manual (and those of other North American countries) that pre-refresh Model 3 builds include knee airbags. The new Model 3 design is not yet on sale in the United Kingdom, however, and you can see in their owner’s manual that the older European-shipped models also did not include a knee airbag.
It’s not clear as of yet whether the new Model 3 will include the knee airbags in the U.S. or other North American countries. Currently, there aren’t any markets with knee airbags in their owner’s manual.
Above: Tesla’s airbags in the 2024 Model 3 refresh (left; via French owners manual) compared to the pre-refresh Model 3 (right; via UK owner’s manual). (Credit: Tesla)
Still, it’s entirely possible that Tesla could remove the knee airbags in 2024 Model 3 builds in North America, especially if they aren’t deemed necessary. Capital-Pomegranate6 also points out that the European New Car Assessment Programme (EuroNCAP) conducts thorough safety testing of new cars. As such, Tesla could simply prioritize the inner driver’s seat airbag as more critical, especially if it still meets North American safety standards.
In 2019, the Insurance Institute for Highway Safety (IIHS) published an article stating that researchers found knee airbags could have “a negligible effect on injury risk,” even making injuries more likely in some cases. The accompanying study showed that knee airbags decreased injury risks from 7.9 percent to 7.4 percent in a real-world analysis. The 0.5-percent drop was “not statistically significant,” according to the IIHS.
“There are many different design strategies for protecting against the kind of leg and foot injuries that knee airbags are meant to address,” said Becky Mueller, IIHS senior research engineer and co-author of the study. “Other options may be just as, if not more, effective.”
The IIHS also acknowledges that some manufacturers have continued building cars with knee airbags. Despite their potentially marginal effects, the organization adds that automakers could be using knee airbags to target high scores on federally mandated tests, and specifically those requiring dummies to be unbelted.
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.
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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.
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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
