News
Hurricane Ian delays SpaceX’s next NASA astronaut launch
Update: As Hurricane Ian begins to impact Kennedy Space Center, NASA and SpaceX have decided to extend Crew-5’s launch another 24 hours, pushing it to no earlier than (NET) 12:00 pm (16:00 UTC) on Wednesday, October 5th. Both partners will continue to monitor the situation and more delays may follow if the storm causes any relevant damage or flooding.
SpaceX and NASA have decided to delay Crew Dragon’s next astronaut launch from October 3rd to October 4th as Hurricane Ian rapidly approaches Florida’s west coast.
While the hurricane will land on the side of Florida opposite NASA’s Kennedy Space Center launch facilities, where SpaceX leases Pad 39A, it’s still expected to impact parts of the state’s east coast as a tropical storm. In response to forecasts of torrential rain and winds close to 60 mph (~95 km/h) as early as September 28th, NASA has locked down KSC.
The storm had already delayed the arrival of Crew-5’s four astronauts as NASA monitored the increasingly concerning weather system, and is now expected no earlier than (NET) September 30th. That leaves a nominal four days for the crew to run through a busy schedule of preflight testing – including a dry dress rehearsal launch simulation – following NASA’s decision to delay Falcon 9’s Crew-5 launch to 12:23 pm EDT (16:23 UTC) on Tuesday, October 4th.
In a September 26th press conference, NASA and SpaceX officials noted that everything within their control was looking great for the launch. Only two minor issues – one with welds on some of Falcon 9 booster B1077’s COPV pressure vessels and another with a carbon fiber composite joint on Crew-5’s flight-proven Dragon capsule – were still open, and neither was expected to be a problem for the launch.
-->The mission will ferry NASA astronauts Nicole Mann and Josh Cassada, Japanese (JAXA) astronaut Koichi Wakata, and Russian astronaut Anna Kikina to the International Space Station, where they will spend about five months maintaining the orbital outpost and conducting science. Upon arriving at the ISS, they will take over from astronauts Kjell Lindgren, Bob Hines, Samantha Cristoforetti, and Jessica Watkins, who will board their own Crew Dragon and depart the station five days later.
Attached to a new, expendable ‘trunk,’ the Crew Dragon spacecraft arrived at SpaceX’s Pad 39A processing hangar on September 23rd and was fully integrated with Falcon 9 (an expendable second stage and reusable booster) by September 26th. Falcon 9 booster B1077 will debut on the mission alongside Dragon capsule C210 (Endurance). Dragon C210 splashed down with four astronauts after its first mission, Crew-3, on May 6th, 2022, and will head to orbit a second time 155 days later. Dragon’s turnaround record is 137 days.
Crew-5’s delay – possibly less than 24 hours – pales compared to Hurricane Ian’s other NASA impacts. Most significantly, the agency was forced to roll its first Space Launch System (SLS) Moon rocket back to shelter after playing a risky game of chicken with the storm. The rocket completed its third return to the Vehicle Assembly Building on September 27th, where a few aging or misbehaving components will need to be inspected, modified, or replaced. NASA administrator Bill Nelson anticipates that the rollback will likely delay the SLS rocket’s next launch attempt from early October to mid-November.
However, because NASA is not eager to launch SLS at night, which is where most of its November launch opportunities lie, there’s a good chance that the rocket’s next launch attempt will have to wait until November 22nd or later.
-->
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
