News
SpaceX Starlink launches to debut rideshare capabilities next month
According to SpaceX and customer Planet, the company will start offering Starlink rideshare launch opportunities as early as next month, opening up space for other companies, space agencies, and individuals to get their payloads into space.
SpaceX’s decision to co-opt its own Starlink missions as a vehicle for rideshare payloads is perhaps one of the most interesting strategic moves in the smallsat launch ecosystem in awhile. Announced in early-August 2019, SpaceX’s Smallsat Rideshare Program effectively marked the company’s entrance into the burgeoning smallsat launch services industry. Rather than the launch industry proper, the services industry focuses on finding ways to put tiny satellites on rockets that would normally be far too large to serve as a practical solution. By finding multiple customers and wrangling with their different schedules, spacecraft, and requirements, dozens of smallsats can be launched in such a way that it’s actually worth a large launch provider’s focus.
In the past, SpaceX famously worked with Spaceflight to launch the SSO-A mission in December 2018, using all of a Falcon 9 rocket’s performance to place 64 small satellites in orbit. After many, many delays and numerous planned customers still missing the launch, both Spaceflight and SpaceX came away with the conclusion that a fully dedicated smallsat launch at the scale of Falcon 9 was simply not a practical approach to the problem. Instead, spreading the ~120 satellites originally manifested on SSO-A over 3-6 smaller missions would be far more sustainable for all parties involved. With SpaceX’s Starlink rideshare strategy, the company may have done exactly that.
Each weighing about 115 kg (~250 lb) each and standing roughly the same size as a large mini-fridge, Planet has broken the news that three of its SkySat imaging satellites will fly on SpaceX’s ninth dedicated Starlink launch. Known as Starlink-8 in reference to it being the eighth launch of finalized v1.0 satellites, the mission is scheduled to launch no earlier than June, likely 3-4 weeks after SpaceX’s 8th Starlink launch (NET May 17).
After Starlink-8, Planet will include another three SkySats on an unspecified Starlink mission, also scheduled to launch sometime in Q3. Once complete, the earth imaging company’s fleet of high-resolution (~0.5m/px) observation satellites will be 21 strong,


Until SpaceX or its rideshare customers choose to release photos or offer up details, it remains unclear how the company’s Starlink rideshares will work from a technical perspective. Thanks to SpaceX’s extremely unique method of stacking and deploying each batch of 60 Starlink satellites, there will be a combination of challenges and benefits to grapple with. Because of Starlink’s flat, rectangular satellite design, a lot of space inside the Falcon payload fairing they occupy is left empty.

There’s a slight possibility that smaller satellites and their deployers could fit in the triangular gaps left at the bottom of Starlink stacks, but it’s unlikely that Planet’s relatively large (on the scale of smallsats) SkySats would fit in the constrained space. That leaves the large conical section left unused at the top of each Starlink-dedicated payload fairing. Given that SpaceX spins up Falcon 9’s upper stage and releases Starlink satellites like a deck of giant ~260 kg (~570 lb) cards, it’s highly unlikely that rideshare passengers could be deployed after the main Starlink deployment event.

That leaves some kind of solution that mounts rideshare payloads on top of the stack of satellites. The most likely solution would involve somehow attaching a satellite deployment mechanism to the tensioning rods that hold the Starlink stack together and are ejected to release all 60 spacecraft at once. If that solution is possible, Falcon 9 could deploy rideshare payloads, spin up, discard the structural rods and deployers in one go, and eject all 60 Starlink satellites with having to tweak any of the spacecraft or change launch operations much at all. Regardless, it will be interesting to see how SpaceX has solved its unique deployment problem.
News
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
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.
