News
SpaceX Starship website spotted ahead of Elon Musk’s June rocket update
It appears that SpaceX is preparing a dedicated website for its proposed Starship point-to-point transport system, potentially capable of transporting dozens of passengers anywhere on Earth in just 30-60 minutes.
Assuming this website is actually a prelude to a SpaceX reveal (it could be completely unrelated), it seems likely that Starship.com will go live sometime around CEO Elon Musk’s planned June 20th update on Starship and Super Heavy. Much like Starlink.com went live on the day of SpaceX’s first dedicated launch, the company may be ready to tease more substantial details and fleshed-out plans for its aspirational Starship airline.

Big Falcon Challenge
Regardless of the theoretical viability of SpaceX’s Earth-to-Earth transport aspirations or the company’s readiness to kick off the publicity for the service, the fact remains that maturing Starship/Super Heavy (formerly BFR) into a system with reliability approaching that of airliners will take at least 5-10 years, if not decades. The idea itself – using reusable rockets to transport customers anywhere on Earth in 30-60 minutes at a cost comparable to business class tickets – is undeniably alluring and theoretically achievable. However, the list of “iff” statements that must first be satisfied for is immense and full of an array of technological firsts, any one of which could be a showstopper.
The greatest challenge of affordable, reliable point-to-point transport relates directly to the need for affordability and reliability. Put simply, rockets are in many ways far more complex than modern airliners, requiring margins of design and error and that would make commercial aircraft engineers blush. Modern FAA regulations currently expect manufacturers and operators to design, build, and fly passenger aircraft such that the chances of catastrophic failure (generally a fatal crash and total hull loss) average one in one billion flight hours. That may sound downright unachievable, but modern airliners routinely reach levels of reliability measured in hundreds of millions of flight hours between loss-of-life failures.
The best records of rocket reliability are currently held by Ariane 5 and Atlas V, reaching success streaks without catastrophic failure of 86 launches and 81 launches, respectively. It’s difficult to compare airliners and rockets, as rockets feature multiple stages and are typically only active for 30-90 minutes. Under the generous and inaccurate assumption that the average Ariane 5 mission accounts for 90 minutes of “flight time”, the most statistically reliable launch vehicle ever built is roughly 1,000,000 to 10,000,000 times less safe than the FAA’s present-day certification requirements. It would be more accurate to compare the distance traveled per catastrophic failure, but that would still indicate that the proven safety record of launch vehicles is perhaps 20,000 to 200,000 times worse than that of modern passenger aircraft.

Extreme reusability: extreme reliability?
Additionally, most modern rockets are expended, although SpaceX is doing everything it can to flip that equation. The only conceivable way to sustain a real commercial market for suborbital, hypersonic passenger transportation – aside from guaranteeing that passengers are unlikely to die – is to implement a level of rapid reusability that is entirely unprecedented in spaceflight. As it turns out, regardless of any Earthbound spaceliner ambitions the company may have, SpaceX’s ultimate mission is to accomplish precisely that goal, albeit in order to colonize Mars in a practical timeframe.
What has never explicitly been a part of SpaceX’s goal, however, is achieving that level of extreme reusability simultaneously alongside airliner-class reliability. Accepting high levels of risk has always been front and center to Elon Musk’s presentations on SpaceX’s BFR-powered Mars ambitions, with the CEO often indicating that chances of death would be quite high on early missions to the Red Planet. Of course, surviving and building a colony on Mars is a fair bit riskier than anything specifically centered around Earth and suborbital flight regimes.

All of this is to say that SpaceX may or may not succeed in its ambition of developing a spacecraft/booster that is as extraordinarily reliable as it is reusable, just as SpaceX may or may not publish a website dedicated to Earth-to-Earth Starship transport sometime next month. Stay tuned to find out on the next episode!
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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.
