News
SpaceX shares rare view of Starlink satellites rocketing into space
SpaceX has shared a rare view of its latest batch of 60 Starlink internet satellites rocketing into space atop a Falcon 9 rocket, made possible by the partial recovery of the mission’s payload fairings last week.
Effectively a giant carbon-fiber composite nosecone designed to protect satellite payloads from atmospheric buffeting and heating during the first several minutes of launch, SpaceX has been working to perfect payload fairing recovery for several years. This is the fourth video from inside a deployed Falcon payload fairing since that work began, footage that is only possible when one or both of those fairing halves can be recovered more or less intact.
Thankfully, although SpaceX was unable to catch Starlink V1 L7’s Falcon fairing halves with giant nets installed on recovery ships GO Ms. Tree and Ms. Chief, both ships were still able to lift their respective halves out of the Atlantic Ocean and onto their decks. One half was unfortunately damaged on impact or during the struggle to get it out of the ocean but the other half appears to be fully intact, meaning that at least half of the new Starlink fairing may be able to fly again in the coming months.

Thanks to the black background of orbital night and the comparatively slow acceleration of Falcon 9’s upper stage past its deployed payload fairing halves, this latest video offers perhaps the best overview yet of the dynamic and unforgiving environment fairings are subjected to during launch. Notably, the superheated hypersonic exhaust of Falcon 9’s Merlin Vacuum (MVac) upper stage engine can be seen impacting both deployed fairing halves as soon as the rocket accelerates away, producing an ethereal glow indicative of the heating and buffeting fairings are subjected to.




Taken from Falcon Heavy’s third launch, another video published about a year ago also illustrates how extreme that environment is during atmospheric reentry. While their low mass and large surface areas mean that their return to Earth is quite gentle and requires little to no dedicated heat shielding, fairing halves still reach apogees of ~125+ km (80+ mi) and reenter the atmosphere traveling at least 2.5-3 km/s (1.5+ mi/s). As a result, fairing reentries still produce spectacular streaks of plasma as they compress the thickening atmosphere into superheated gas.

Another video taken from Falcon Heavy’s second launch a few months prior offered a different glimpse of fairing separation in daylight, highlighting Falcon 9’s second stage and massive Merlin Vacuum engine – often falling under the radar due to the public’s understandable focus on booster landings.

All of the above videos were made possible because SpaceX has – for the most part – perfected the art of gently landing fairing halves on the ocean surface with GPS-guided parafoils. Likely filmed with GoPros, SpaceX has to be able to recover the memory card inside the camera to publish uninterrupted views from inside fairings. While SpaceX still has a ways to go to close the loop and reliably catch those gliding fairing halves in the nets of its dedicated recovery ships, the company clearly has no intention of giving up any time soon.
SpaceX’s next Starlink launch (and fairing recovery attempt) is scheduled no earlier than (NET) 5:42 am EDT (09:42 UTC), June 12th.
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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.
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
