News
Tesla Semi new prototype is working alongside Giga Nevada’s regular fleet
Not long after an updated Tesla Semi prototype was sighted charging in the Gigafactory Nevada complex, the Class 8 all-electric hauler was spotted alongside the battery factory’s regular fleet of trucks. This suggests that Tesla’s testing of the updated Semi is still ongoing, and it is already putting its new prototypes to work.
The new images of the updated Tesla Semi prototype were shared on Twitter by electric vehicle market watcher @sawyermerritt, who noted that the Class 8 truck was offloading a trailer when it was photographed and captured on video. Considering that the Semi was pulling a trailer itself, and since it was sighted alongside other regular trucks in Giga Nevada, it appears that the vehicle was being tested by Tesla in real-world conditions.
Following the Semi’s initial unveiling back in late 2017, CEO Elon Musk noted that the first company which would be using the all-electric truck would be Tesla itself. The company started testing the first prototypes of the Semi for actual transport runs between the Fremont Factory and Gigafactory Nevada on March 2018, and during this time, sightings of the Class 8 vehicle started gaining ground on social media. As the Semi’s release saw delays, however, the sightings of the truck traveling between Tesla’s two main US facilities declined.
That is, at least, until this year, when Tesla came out with an updated prototype of the Semi, complete with new windows, a redesigned door handle, and newly-designed taillights. Several units of the updated Tesla Semi prototypes have been spotted on US roads over the past months, with some even looking like they came from extreme weather testing. Despite this, Elon Musk has remained pretty conservative with the Semi’s release, noting that the Class 8 vehicle would probably see meaningful mass production around 2023.
Regardless of Elon Musk’s conservative estimates, the development of the Semi seems to be moving forward at a steady pace. Earlier this month, PepsiCo CEO Ramon Laguarta remarked that his company is looking forward to taking deliveries of their first Tesla Semis this quarter. This may seem surprising, but PepsiCo did note earlier this year that it was expecting about 15 Tesla Semi units to be delivered by the end of 2021. This small number seems quite feasible for Tesla, especially if PepsiCo is willing to help the company refine and test the vehicle in real-world conditions.
-->The buildout of a Megacharger at the Giga Nevada site is also a substantial step in the Semi’s development. Megachargers are key to making the Semi competitive against fossil fuel-powered trucks, and over the past few years, there have been relatively few reports of Tesla building any of the Class 8 vehicle’s charging stations. This changed this year, as Tesla started work on its first Megachargers at Gigafactory Nevada.
The Teslarati team would appreciate hearing from you. If you have any tips, reach out to me at maria@teslarati.com or via Twitter @Writer_01001101.
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.
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
