News
SpaceX has 100 Starlink terminals in Iran
Elon Musk announced that SpaceX has almost 100 Starlink terminals active in Iran. SpaceX activated Starlink services in Iran in September, supporting the United States’ stance on providing internet freedom and free flow of information to Iranians.
Unlike Ukraine, SpaceX does not have the cooperation of the Iranian government to expand Starlink services in the country. In Ukraine, President Volodymyr Zlenskyy and the Minister of digital transformation Mykhailo Feorov have actively supports Starlink connection during the war with Russia.
In contrast, the Iranian government is actively trying to limit its citizens’ internet access. The United States government has taken a stance against the Iranian government’s decision regarding internet access for its people.
“We took action today to advance internet freedom and the free flow of information for the Iranian people, issuing a General License to provide them greater access to digital communications to counter the Iranian government’s censorship,” tweeted Secretary Antony Blinken in September.
The few people in Iran who obtained Starlink kits have been able to send word out that the service does work in the country. Manoto TV posted a video of Starlink equipment working in Ahwaz in October.
-->“A video has been published on social media of testing Starlink equipment in Ahwaz. The images show a Starlink dish circling and finding its way. It’s not yet clear how many Iranians have managed to provide and use this too for receiving internet within the country,” wrote Manoto on its official Instagram handle.
Iran’s “Hybrid War”
Shutting down internet access in Iran is proving very difficult. Many Iranians seem to be banding together to keep their freedom to access the internet.
Even Iran’s Prosecutor General admitted that shutting down the internet may be impossible.
Prosecutor General Mohammad Jafar Montazeri completely supports the government limiting access to the internet. However, during his attempts to uphold the government’s internet policy, Montazeri concluded that internet censorship is ineffective.
“We shut down one VPN today, and immediately it is replaced by another one supplied by foreign countries. The only solution is shutting down the internet completely, which is neither possible nor [do] the officials want this to happen,” he told Iran International.
-->Montazeri revealed that local businesses are selling software that provides VPNs so Iranians can access blocked websites in the country. The kicker is that most of those local businesses are reportedly owned by people close to the regime in power.
The government’s internet censorship is fueled by and stems from the ideology of an ongoing hybrid war—a buzzword used by Iranian officials and commanders.
Montazeri explained that “the main perpetrators of this hybrid war are Israelis, Americans, Germans, and the French.” The hybrid war is waged through political cyber campaigns, fake news, and diplomatic actions that undermine the Islamic Republic in Iran.
If you have any tips, contact me at maria@teslarati.com or via Twitter @Writer_01001101.
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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 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
Tesla sees sharp November rebound in China as Model Y demand surges
Tesla bear gets blunt with beliefs over company valuation
