News
SpaceX, ULA aim for back-to-back Starlink, spaceplane rocket launches
SpaceX and ULA are just four days away from a ~20-hour period that could see them attempt back-to-back launches of their respective workhorse rockets, potentially sending both Starlink satellites and a US military space plane into orbit.
If successful, the two missions would mark the fastest turnaround for launches performed by the two competing companies from the same coast, a testament to improvements made by the US Air Force (now Space Force) outfits that operate the range. The ultimate goal of those upgrades is to enable up to 40 annual orbital-class launches from Cape Canaveral Air Force Station (CCAFS) pads – a cadence not seen in the US since the 1960s.
As of now, the United Launch Alliance (ULA) is tracking towards 8-10:30 am EDT, May 16th for the sixth launch of Boeing’s small X-37B spaceplane, used by the military for orbital experiments and other more mysterious purposes. SpaceX’s eighth launch of 60 Starlink satellites could follow as few as 20 hours later at approximately 4 am EDT, May 17th, carrying the next batch of operational internet satellites into low Earth orbit (LEO).

Aside from a potentially impressive back-to-back launch from the United States’ only two commercial orbital launch providers, SpaceX’s Starlink-7 mission is also expected to include several important milestones for reusable rocketry and the company’s rapidly-growing satellite constellation. Notably, SpaceX and CEO Elon Musk have recently stated that the mission will be the first launch of Starlink satellites with a prototype ‘visor’ designed to make each spacecraft nearly invisible from the ground.

If SpaceX’s so-called VisorSat prototypes are successful, the company plans to outfit all future Starlink satellites with visors. Additionally, the Starlink-7 spacecraft will be the first to trial a new approach to satellite orientation en masse, a change also designed to mitigate the constellation’s impact on ground-based astronomy. By angling satellites in such a way that they give very little surface area for sunlight to reflect off of, SpaceX could potentially decrease or fully remove ground reflections from orbiting satellites, useful even if only temporary.

Additionally, SpaceX is set to launch – and attempt to land – Falcon 9 booster B1049 for the fifth time in support of Starlink-7, only the second time an orbital-class booster has flown five times. If B1049 is able to stick a landing aboard drone ship Of Course I Still Love You (OCISLY), Starlink-7 will also mark the first time a SpaceX booster has completed five landings, also setting B1049 up to become the first booster to attempt its sixth launch in the near future.


As always, delays are par for the course in the world of orbital launches, so it’s possible that one of the two launches scheduled on May 16th and 17th will slip. After Starlink-7, SpaceX’s next orbital launch – Crew Dragon’s Demo-2 NASA astronaut launch debut – is perhaps the most important mission in the company’s 18 year history and is scheduled to lift off no earlier than (NET) May 27th.
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
