News
SpaceX stress-tests Starship-catching arms with giant water balloons
SpaceX has begun testing Starbase’s rocket-catching arms with ballast to simulate the weight of Starship and Super Heavy.
SpaceX started the process of proof testing those arms about a week ago, beginning with some basic calibration work. Together, the three arms and launch tower amount to a giant custom-built robot that SpaceX CEO Elon Musk has deemed “Mechazilla.” Controlled with a complex system of hydraulic and electromechanical actuators spread throughout each structure, SpaceX must calibrate all of those devices to enable the full range of motion the arms are meant to be capable of. To do so, SpaceX appeared to actuate both catch arms (also known as “chopsticks”) as far as they were able to move on January 4th, producing data that could be fed back into the system’s control software to properly set limits of motion.
A handful of days later, arm testing continued, with SpaceX lifting the carriage higher than it had traveled before and demonstrating more complex longitudinal movements that required synchronized motion of both arms. On January 9th, SpaceX performed the most ambitious arm testing yet, nearly lifting the arms to the top of their ~140 meter (~460 ft) tall launch tower backbone to simulate the range of vertical motion required to lift and stack Starship and Super Heavy.
SpaceX also installed a temporary frame meant to simulate a Starship or Super Heavy booster, foreshadowing additional testing planned in the coming days. That jig upped the stakes for the longitudinal actuation portion of January 9th’s testing, as anything less than the precise, synchronized movement of both arms could have caused the heavy steel frame to fall hundreds of feet onto a range of equipment and structures directly below it. Thankfully, the arms performed well and returned to their resting position without issue.
On January 11th, SpaceX proceeded to install six ‘water bags’ – three to a side – on the Starship simulator frame. Amounting to giant, heavy-duty water balloons, those bags are routinely used to stress-test large structures and devices by simulating payloads that might be too expensive or inconvenient to use solely for testing purposes. With those seemingly empty bags attached, SpaceX proceeded to move the catch arms up and down the full length of the launch tower at record speed, taking about seven minutes to climb and descend ~120 meters (~400 ft) – averaging a brisk 0.6 mph or 1 km/h.
Here is a video from Giga Texas of this type of mass simulator! pic.twitter.com/uHfah45WVt— Zack Golden (@CSI_Starbase) January 11, 2022
On January 12th, SpaceX filled the balls with water, producing some… interesting… visuals. Ridiculous appearances aside, the six bags SpaceX chose to use could be 20, 35, or 50-ton variants, meaning that all six could weigh anywhere from 120 to 300 tons (264,000-660,000 lb) if fully filled. In other words, perfect for simulating the dry masses of Starship (roughly 80-120 tons) and Super Heavy (150-200+ tons).
-->
SpaceX did appear to fully fill around four of the six bags and partially filled the other two, causing the whole arm structure to visibly sag during the fill process as the weight of the ballast stretched the several-inch-thick steel cable holding the whole device aloft. In the late afternoon, the laden arms lifted around 10-20 meters and rotated left and right, partially demonstrating the process of rotating a lifted Starship or Super Heavy into position for stacking or launch mount installation. They were never lifted high enough to truly demonstrate that ability, though, and were lowered back to the ground soon after.
As of 10pm CST, January 12th, the water bags appear to have been fully drained after their first excursion. It’s likely that load-testing will continue over the next several days or weeks – SpaceX may just want to avoid leaving the arms fully loaded overnight.
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
