Tesla’s highly-anticipated Roadster could see production as early as next year from its Fremont, California factory, as it would seem, based on hints from CEO Elon Musk.
While discussing plans for scaling out production facilities for its growing electric vehicle fleet, Musk touched on the Tesla Roadster, noting that the future program would take place in California.
“We think, probably, also the Tesla Roadster, a future program, would also make sense in California,” Musk said during the company’s Q2 2020 Earnings Call.
The Roadster was initially scheduled to begin deliveries in 2020 after being unveiled in 2017. The vehicle represents the company’s halo car with 0-60 mph performance in 1.9 seconds, SpaceX cold-gas thrusters, a 250+ MPH top speed, and over 600 miles of all-electric range.
Tesla Roadster SpaceX Package’s 1.1-second 0-60 mph launch visualized in concept videohttps://t.co/UtuJBLWIbX
— TESLARATI (@Teslarati) June 23, 2020
The next-generation Roadster joins a growing list of projects that the company is committed to delivering by the end of next year, including the announcement of a new Cybertruck factory to be built in Texas.
“Just think about the next 12 to 18 months, we’ll have 3 new factories in place. Things are looking great with Giga Berlin, and we’ll have Cybertruck, Semi, Roadster, Full Self-Driving. There’s so much to be excited about. It’s really hard to kind of fit into this call.”
The Roadster, while long-awaited by reservations holders and fans alike, is not a critical vehicle for the company’s overall mission. During a recent appearance on the Joe Rogan Experience podcast, Musk indicated that the Cybertruck was the company’s focus moving forward.
“The Roadster is kinda like dessert. We got to get the wheat and potatoes and greens and stuff. I mean, I think we should do the Cybertruck first,” Musk said.
Tesla Roadster production will likely take place from the company’s main factory in Fremont, California. Tesla has filed several applications with its local government agency to begin developing General Assembly 4.5, where the Model Y is being built. The company also plans to start a single-piece casting technique of the all-electric crossover in Fremont by installing a second die-cast machine in the facility.
The automaker plans to increase Model 3 and Model Y production from 400,000 units a year to 500,000. In addition to the Model S and Model X being built at the Fremont Factory, the Roadster will join the production lines as well.
It seems that Tesla could be handing off the company’s mass-market passenger and commercial vehicles to the new Giga Texas facility. At the same time, Fremont will be responsible for the company’s low volume vehicles. This strategy includes the manufacturing of the Model S and Model X, as Fremont will be the only plant accountable for building the company’s flagship sedan and SUV.
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.
