News
SpaceX rolls next Starship to the launch pad nine days after midair explosion
Update: Right on schedule, SpaceX has transported Starship serial number 15 (SN15) from its Boca Chica rocket factory to a launch and test site just down the road.
SN15’s pad arrival comes just nine days after Starship SN11 – the last in a batch of four first-generation prototypes – exploded in midair some 30 seconds before a planned landing. While minor, SN11’s midair failure was undoubtedly a step backward relative to Starship SN10, which (briefly) became the first full-size prototype to land in one piece less than a month prior. Both SN8, SN9, and SN10 made it further into their identical flight tests, leaving SN11 somewhat high and dry and putting extra pressure on Starship SN15.
After Starship SN8’s unexpectedly successful December 2020 test flight, in which the rocket made it just a dozen or so seconds away from soft landing after more than six minutes in flight, SpaceX made the decision to scrap Starship SN12 and kill SN13 and SN14 before assembly could begin. Effectively a gamble that SN8-SN11 would produce enough of a foundation for future testing to start off on, it’s hard to say if that gamble paid off.
All four Starship flights managed the extraordinary feat of more than four minutes of powered flight and spent two minutes free-falling like no rocket ever before them, but they also made it clear that both Raptor and autogenous pressurization (using gasified propellant to pressurize Starship’s tanks) are not quite mature enough for reliable launches and landings. Featuring “hundreds of improvements,” many of which were hopefully designed to tackle some of those shortcomings, it’ll be up to Starship SN15 to attempt to carry that torch forward – and, with any luck, further than any prototype before it.
After SpaceX unexpectedly used a Monday road closure to deliver its first custom-built rocket fuel tank, plans for the next Starship test campaign and launch have begun to solidify.
Most importantly, the initial schedule for Starship serial number 15’s (SN15) test campaign appears to be clear. As of Wednesday, April 7th, road closures filed by SpaceX suggest that the first of a new group of upgraded Starships will be transported from build site to launch pad as early as 11am-1:30pm CDT (UTC-5) on Thursday, April 8th. Once SN15 is installed on ‘Suborbital Pad A,’ SpaceX means to waste no time and has scheduled a 7am-12pm road closure on Friday.
As usual, the weekend will once again be free of any testing or activity requiring road closures, but SpaceX has already cordoned off noon to 8pm on Monday and Tuesday (April 12/13) to continue putting its newest Starship prototype to the test.

While road closure notices no longer offer any real detail, a few basic details can still be inferred. The April 7th closure, for example, warns that SpaceX only plans to intermittently close the highway but not Boca Chica Beach – implying that the window poses no threat to residents or beachgoers. Historically, that means that something will be transported – likely Starship SN15, in this case.
On Friday, SpaceX has scheduled a full five-hour closure of both the highway and beach, implying that some kind of testing is likely on the books. The same goes for Monday and Tuesday, but with longer eight-hour closures.
More likely than not, assuming Starship SN15’s pad transport and launch mount installation goes smoothly, SpaceX will use the shorter Friday window to complete a basic ambient pressure test – filling the rocket with ambient-temperature nitrogen gas to test its complex plumbing and propellant tanks for leaks. Continuing the IFF (if and only if) string, SpaceX will then spend the weekend preparing Starship SN15 for a cryogenic proof test and thrust structure stress test – simulating the thrust of three Raptors after loading the rocket with extremely cold liquid nitrogen (LN2).
SpaceX will then most likely spend another one or two days inspecting Starship SN15 and removing the hydraulic ram used to simulated thrust from the launch mount the ship is installed on. Once SN15 and its mount are cleared, SpaceX can move into static fire testing. Given that – according to CEO Elon Musk – SN15 will debut Raptor engines with an unknown degree of upgrades, it’s reasonable to assume that SpaceX will take things relatively slowly and possibly perform more than one static fire test even if the first attempt is a total success.
If not and SpaceX continues to push hard like it did with SN10 and SN11, it’s not out of the question that Starship SN15 will be ready for its first launch attempt around Friday, April 16th or Monday, April 19th. Stay tuned for updates as SpaceX hopefully rolls the rocket to its Boca Chica, Texas launch site later today.
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
