News
SpaceX says Starship will launch the next generation of Starlink satellites
SpaceX has submitted an FCC application modifying what it calls Starlinks Generation 2 (Gen2) constellation and laying out plans to launch some 30,000 new satellites with its fully reusable Starship rocket.
SpaceX’s latest Starlink Gen2 modification request comes more than a year after the company first submitted an application for an FCC license for the launch of some 30,000 next-generation satellites and almost two years after SpaceX first officially floated the idea in October 2019. Now, some 18 months after kicking off significant Starlink Gen2 constellation and satellite design work, SpaceX has significantly modified its previous request and the design of the constellation to better adapt to the potential of Starship and the connectivity needs of the world.
These changes to Gen2 Starlink satellites were advanced a couple of weeks ago as @thesheetztweetz reported back then: https://t.co/LxXcp5Hpq4— Dark Energy ?️? (@Alejandro_DebH) August 19, 2021
Thanks to a number of details included in SpaceX’s modified Starlink Gen2 application, it’s possible to paint a fairly detailed picture of what the future constellation might look like. First and foremost, in its modification, SpaceX included two possible constellation “configurations”: one where Starship is ready for regular orbital launches in the near term and one in which Starlink Gen2 satellites are ready for flight before the next-generation rocket.
In the former configuration, Starship would launch virtually all Starlink Gen2 satellites. In the former, SpaceX would supplement Starship’s availability with Gen2 Falcon 9 launches. All told, both configurations max out around 29,990 Gen2 (2.0, V2.0, etc) Starlink satellites. It’s not entirely clear but it appears that both Config 1 and Config 2 constellations would rely on the same Gen2 satellite design, which SpaceX says will be significantly larger and more powerful than existing Starlink V1.0 satellites, which weigh approximately 260 kg (~570 lb) each, produce ~3 kW of solar power, and have a maximum bandwidth of ~18 gigabits per second (Gbps).


In contrast, Starlink Gen2 satellites, which SpaceX says Starship will launch on a single ‘plane’ basis (meaning one plane per launch), appear to be several times larger. Assuming Starship is capable of launching 100-150 tons (~220,000-330,000 lb) to the low Earth orbits Starlink Gen2 is targeting, each Starship will launch up to 120 satellites – each weighing approximately 850-1250 kg. SpaceX’s original June 2020 Gen2 filing implied that the next generation of Starlink satellites would have up to three times the maximum bandwidth of existing V1.0 satellites (~50+ Gbps). In its modified August 2021 Gen2 filing, SpaceX says those satellites will be even more capable, still.
In other words, SpaceX seems to be implying that future Starlink satellites will likely weigh around one ton (~2200 lb) each, be capable of a maximum individual bandwidth of some 60-80 Gbps, and have solar arrays capable of supplying something like 15-20 kilowatts to power an army of antennas. If SpaceX ultimately wins FCC approval, the ~30,000 satellite Starlink Gen2 constellation as proposed would have a total instantaneous bandwidth of at least 500 terabits per second (Tbps) over land (~1800 Tbps including ocean coverage). As of 2020, the total installed bandwidth of global internet infrastructure was estimated to be 600 Tbps.
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.
