With roughly 1,800 satellites in orbit, SpaceX’s Starlink is well on its way towards providing internet access to users across the globe. But before the high-speed satellite internet system manages worldwide coverage, Elon Musk has announced a more recent and meme-worthy milestone for Starlink.
As noted by the Tesla and SpaceX CEO, Starlink’s simultaneous active users exceeded the “strategically important” threshold of 69,420 recently. That’s a blazing good number and one that effectively brings the satellite internet service to new highs. “Starlink simultaneously active users just exceeded the strategically important threshold of 69,420 last night!” Musk wrote.
Starlink simultaneously active users just exceeded the strategically important threshold of 69,420 last night!
— Elon Musk (@elonmusk) June 25, 2021
Starlink’s 69,420 activate users hint at the rapid deployment of the satellite internet system. Just this past February, SpaceX disclosed that it had 10,000 Starlink customers. It was already an impressive number then, considering that the service is still in its beta phase, but it pales in comparison to the recent milestone that Musk announced on Twitter. These, however, were not all that Musk announced.
-->Musk also shared some notable improvements coming to Starlink. The CEO stated that all 72 orbital planes of the system should activate in August, and together with several other improvements, global coverage should be possible. Musk did note that polar regions would not receive Starlink coverage just yet, though these areas should get internet access in another six months.
Schedule driver there is regulatory approval. Has to be certified for each aircraft type. Focusing on 737 & A320, as those serve most number of people, with development testing on Gulfstream.
— Elon Musk (@elonmusk) June 25, 2021
Apart from this, Musk also shared some updates on Starlink’s internet service for airlines, which was hinted at in previous FCC applications. Musk noted that regulatory approval is the schedule driver for Starlink’s aircraft internet rollout, though he noted that SpaceX is currently focusing on getting certifications for the Boeing 737 and Airbus A320 since they serve the most number of people. Musk also mentioned that development testing on Gulfstream aircraft is also ongoing.
Starlink is designed to provide internet access to users across the globe, especially those who reside in locations that have little to no internet access. Such a system could effectively change people’s lives for the better, especially in areas like the Philippines, where numerous communities remain disconnected from the internet until today.
-->Do you have anything to share with the Teslarati Team? We’d love to hear from you, email us at tips@teslarati.com.
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
