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SpaceX’s Elon Musk talks Starship heatshield, rocket landings on Joe Rogan podcast
In a multi-hour February 2021 interview with Elon Musk himself, Joe Rogan inexplicably told the famous engineer and CEO that he had never seen a SpaceX rocket landing.
Of course, the 200+ minute conversation did produce a few minor tidbits of interesting information about SpaceX (and much more about Tesla projects), but Rogan’s statement that he’d never seen a SpaceX rocket landing before stole the limelight by a long shot.
SpaceX landed its first Falcon 9 booster – to an extraordinary amount of fanfare – in December 2015. In the five years since that breakthrough, SpaceX has successfully landed Falcon boosters 73 more times. A full 26 of those landings occurred in just the last 12 months. Falcon Heavy – responsible for spectacular, crowd-favorite performances – completed three dual-booster landings and one triple-booster landing between February 2018 and June 2019.
It’s not unimaginable that almost every single human on Earth with some level of access to the internet or social media is at least vaguely aware of or has watched videos of SpaceX landing rockets. To be clear, it is an unequivocal fact – including past comments on landings from Rogan himself – that Rogan has watched SpaceX land Falcon boosters at least once, if not several times. The only real takeaway, fellow readers, is that heavy, long-term drug use is inadvisable.
Cringeworthy moments aside, the interview did produce a select few minor details that weren’t explicitly known before. Most notably, Musk briefly discussed the challenge of developing a heat shield capable of safely returning orbital Starships back to Earth and revealed the main issue that SpaceX is currently working on.
Over the last six or so months, SpaceX has been gradually expanding small installations of heat shield tiles on Starship prototypes, ranging from vehicles that never left the ground to high-altitude Starships SN8 and SN9. Those tile installations have grown from a handful (4-8 on Starhopper in 2019) to literal hundreds on the most recent Starship completed by SpaceX.
During earlier ground testing and more recent hop tests with Starships SN5 and SN6, some of those ceramic composite tiles actually fell off or shattered, perhaps due to vibrations from Raptor engines or mechanical stress caused by Starship shrinking and contracting from thermal expansion. According to Musk, what SpaceX is trying to determine with those coupon-style tests is how to install a heat shield with tiles that are neither too close together or too far apart.
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According to Musk, ceramic heat shield tiles placed too close together will ultimately shatter, break, or fall off when subjected to the stresses of Starship operations. Those stresses include the violent vibrations created by rocket propulsion supersonic to hypersonic travel, as well as airframe expansion and contraction that occurs when Starship’s steel hull is cyclically heated and cooled by Raptor burns and cryogenic propellant. In other words, assuming fragile, ceramic tiles are a necessity, they need to be placed far enough apart to avoid all of those possible pitfalls.
On the opposite hand, though, the entire point of Starship’s heat shield is to insulate it from extreme thermal stress during atmospheric reentry. If individual tiles are situated too far apart, superheated gas (plasma) produced during reentry will find its way between those tiles, heating up the structure they’re meant to keep cool. In the case of Starship, its steel hull is more than twice as resilient to reentry heating than comparable vehicles (like the Space Shuttle) with common aluminum frames, but a few millimeters of steel is still not enough to prevent weakening, damage, or outright burn-through in the face of orbital reentry.
In essence, SpaceX has to “get the gaps just right” – not too far apart to protect the airframe from plasma intrusion but not so close together that tiles impact or damage their neighbors as Starship cools and warms.
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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.
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
