News
Tesla Sweden car repairs resume as IF Metall eases restrictions, but the fight is still ongoing
The conflict between Tesla Sweden and the trade union IF Metall has been going on for several months now, and even today, the two parties are not seeing eye-to-eye. Tesla has argued that its workers are already well taken care of and that Swedish law allows companies to determine if they want to have collective agreements or not. IF Metall, on the other hand, has maintained that most businesses in Sweden opt in for a collective agreement.
With seemingly no end to the conflict in sight, IF Metall has relented somewhat. On its official website, the trade union noted that workshops would now be allowed to fix damaged Teslas, particularly those that have been waiting for repairs even before the conflict started. IF Metall estimates that about a hundred cars could now be fixed. The union noted that the vehicles must be fixed between February 19 to April 30, 2024.
“Our strike at Tesla will continue and the conflict is likely to be prolonged. Our conflict measures are aimed at Tesla, but unfortunately also affect you who own a Tesla. We understand that it can have a major impact on everyday life. To help you Tesla owners who have been hit the hardest, we therefore now have a temporary solution while waiting for Tesla to sign a collective agreement,” the union wrote.
IF Metall’s contract secretary Veli-Pekka Säikkälä highlighted that the union’s decision to ease its restrictions is but a temporary solution. He also noted that the trade union would only be allowing the repairs of Teslas that could not be driven. Those that are damaged but still drivable would remain irreparable. That being said, the IF Metall official noted that the union feels sorry for Tesla drivers.
“It seems to be a very long conflict and we feel sorry for the Tesla owners who have been affected,” he noted in a message to the Tesla Club Sweden group. As for the cars that are damaged but operable, “they get to drive around dented as an advertisement for Tesla,” Veli-Pekka noted.
The IF Metall official elaborated further in a comment to Vi Bilägare. “This conflict has been going on for so long now and several of the cars we are talking about now have been in the workshops even before the conflict started. We think these people have been hit extremely hard, and it is inconvenient not to have a car to go to work with. We also think of the workshops that have bought parts for hundreds of thousands of kroner but are unable to drive the cars. Tesla has turned its back on both its employees and car owners,” he said.
In a comment to Sveriges Radio, the IF Metall official also highlighted that Tesla owners should take advantage of this opportunity to get their cars fixed, since after the end of April, no vehicle repairs will be allowed again. “When this window is closed, it will be very difficult to get your car fixed so you have to think about which car you buy,” Veli-Pekka stated.
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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.
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.
News
Tesla is making a change to its exterior cameras with a potential upgrade
Tesla appears to be making a change to its exterior side repeater cameras, which are used for the company’s Full Self-Driving suite, and other features, like Sentry Mode.
The change appears to be a potential upgrade in preparation for the AI5 suite, which CEO Elon Musk said will be present on a handful of vehicles next year, but will not be widely implemented until 2027.
Currently, Tesla uses a Sony sensor lens with the model number IMX963, a 5-megapixel camera with better dynamic range and low-light performance over the past iteration in Hardware 3 vehicles. Cameras in HW3 cars were only 1.2 megapixels.
However, Tesla is looking to upgrade, it appears, as Tesla hacker greentheonly has spotted a new sensor model in its firmware code, with the model number IMX00N being explicitly mentioned:
Looks like Tesla is changing (upgrading?) cameras in (some?) new cars produced.
Where as HW4 to date used exterior cameras with IMX963, now they (might potentially) have something called IMX00N— green (@greentheonly) December 1, 2025
Sony has not announced any formal specifications for the IMX00N model, and although IMX963 has been used in AI4/HW4 vehicles, it only makes sense that Tesla would prepare to upgrade these external cameras once again in preparation for what it believes to be the second hardware iteration capable of fully autonomous self-driving.
Tesla has maintained that AI4/HW4 vehicles are capable of self-driving operation, but AI5 will likely help the company make significant strides, especially in terms of overall performance and data collection.
Tesla last updated its exterior cameras on its vehicles back in early 2023, as it transitioned to the 5-megapixel IMX963. It also added additional cameras to its vehicles in January with the new Model Y, which featured an additional lens on the front bumper to help with Full Self-Driving.
Tesla’s new self-driving computer (HW4): more cameras, radar, and more
