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Tesla Semi burns rubber and shows off turning circle in new Giga Nevada sighting
Back in November, PepsiCo CEO Ramon Laguarta remarked that his company was expecting its first Tesla Semi deliveries in the fourth quarter. This was a surprise to electric vehicle enthusiasts, as Tesla CEO Elon Musk noted during the 2021 Annual Shareholder Meeting that the Class 8 all-electric hauler would be hitting volume production in 2023. Yet if recent sightings at the Giga Nevada area are any indication, it appears that the Semi is now in limited production — and Tesla is doing some interesting tests with its freshly made trucks.
The Semi’s new video, which was shared on YouTube by Tesla advocate Sawyer Merritt, was shot last Friday near Gigafactory Nevada. The truck in the footage was reportedly manufactured in a production facility that has been constructed near Tesla’s massive battery plant. While the Semi in the footage looked quite similar to the white painted, updated prototypes that have been spotted several times this year, the new truck reportedly did not have any stickers from the Department of Transportation, nor did it have manufacturer plates.
Sightings of the Tesla Semi have been going on for some time, but what makes last Friday’s footage quite special was that it showcased a clear tire-shredding acceleration run from the Class 8 all-electric truck. The footage was brief, lasting only two and a half minutes, but it was enough to show just how quick the Semi really is when it accelerates at full speed. Granted, the Semi was not pulling a trailer when it was captured on video, but it’s still remarkable to see such a large all-electric vehicle run like a sports car on the road.
Also quite interesting was the Semi’s incredibly tight turning radius. After running the length of the production facility near Giga Nevada, the Semi simply took a U-turn to head back. The vehicle then proceeded to showcase its turning circle several more times, and just like its acceleration, the Semi’s turning radius is pretty remarkable. This bodes well for the Semi’s maneuverability, which would likely help it stand apart from its more conventional, more traditional competitors.
If recent reports are accurate and the Tesla Semi has indeed entered limited production, it would suggest that the company might be working with some of its first customers as part of its efforts to refine and finalize the Class 8 hauler. Considering CEO Laguarta’s statements last November, PepsiCo could very well be one of these first customers. PepsiCo has been dropping hints about its upcoming Tesla Semi fleet as of late, after all. Earlier this year, the company noted that it was expecting to receive 15 units of the Semi by the end of 2021. PepsiCo has also received a permit for a Tesla Megacharger at its Modesto, California facility.
-->Watch the Tesla Semi burn some rubber in the video below.
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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
