News
Tesla Semi could save lives if used as a military vehicle
The Tesla Semi features several benefits over traditional petrol-powered trucks. It’s faster, quieter, more powerful, and it’s far cheaper to operate. These characteristics give the Semi the potential to change the long-haul industry. But as it turns out, the Semi has the potential to revolutionize the military’s logistics as well, and it will likely save a lot of lives in the process.
As noted in a Breaking Defense report, access to gas during times of conflict comes at a terrible cost. In Afghanistan and Iraq, for example, hundreds of American troops have been slain and thousands more have been wounded over the years while moving supplies. Fuel, which is usually transported through large convoys of trucks, just happens to be very easy targets, and they do tend to get attacked.
Lt. Gen. Eric Wesley, the head of the US Army’s Futures & Concepts Center, noted that the military’s logistics burden gets drastically reduced once the need for gas sees a dramatic reduction. If the military stops employing long convoys of oil trucks during times of conflict, hundreds of lives could quite literally be saved. One way to accomplish this, of course, is through the use of electric trucks, such as the Tesla Semi.

Electric vehicles already present several advantages compared to petrol-powered machines. They’re inherently quiet, making them very difficult to detect. They’re easy to maintain as well, since they have relatively few parts compared to an internal combustion-powered vehicle. EVs can even stay off the grid for extended periods, provided that they are provided a setup that allows them to charge, such as solar panels and a battery storage unit.
“Battery costs have gone down precipitously over the last ten years. Recharge times have dropped, and ranges has grown longer. The trajectory that all of that is on, in the next two years, it’ll be far more efficient to have an electric vehicle than internal combustion, so we’re already, I would argue, late to the need,” he said.
Apart from not needing any gas, electric vehicles like the Semi can also generate power for high-tech combat systems such as sensors, command networks, and even some advanced weaponry. A Tesla Semi outfitted for the army could even be equipped with some batteries to serve as a charging station for other electric army vehicles. Granted, Wesley noted that batteries today may not be energy-dense enough to power heavy equipment like tanks yet, but for light tactical vehicles, EVs are already a good fit for the army’s needs.

Of course, there are still several challenges that need to be addressed before electric vehicles can be deployed for the military. The costs of transitioning the military’s current fleet to EVs is also substantial, and other issues such as charging infrastructure must be ironed out. The supply chains for electric army vehicles must also be secured. Yet considering that an all-electric transportation sector is all but assured today, addressing such challenges may very well be a priority.
The Lt. General’s team is currently producing a white paper that will explore the idea of electric military machines. The study will be submitted to the four-star chief of Army Futures Command, Gen. John “Mike” Murray. For Lt. General Wesley, transitioning the army to EVs may very well be a pertinent goal, considering that the age of the internal combustion engine may be ending.
“Tesla is building large [semitrailer] trucks. UPS and FedEx are starting to buy these vehicles to learn how they move into that area. The entire automotive industry is migrating towards this idea of electrification, and there’s a lot of good reasons for it. And as the entire industry goes to electrification, the supply of internal combustion engine parts is going to go down and therefore prices are going to go up,” he said.
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.
