News
SpaceX’s upgraded Starship gets frosty during cryogenic proof test
Update: SpaceX is well into Starship SN15’s first cryogenic proof test and is in the process of loading the upgraded steel rocket with hundreds of tons of supercool liquid nitrogen (LN2).
As a result, the 50m (165 ft) tall spacecraft and upper stage prototype has developed a coating of frost as its extremely cold cargo quite literally freezes the humid South Texas air onto its steel skin. Stay tuned for updates on the performance of Starship SN15 during its first ‘cryo proof’ and what that means for engine installation and its next big test – a triple-Raptor static fire.
SpaceX has cleared its suborbital South Texas launch pad of all personnel, clearing the way for the Starship serial number 15 (SN15) to kick off the first in a series of big tests.
Outfitted with “hundreds” of upgrades relative to late full-size predecessors SN8, SN9, SN10, and SN11, there’s a chance that SN15 holds the key to SpaceX’s first completely successful high-altitude Starship launch and landing.
Though Starship SN10 managed to land in one piece last month and both it and its three siblings successfully reached nominal 10-12.5 km (6-8 mi) apogees, averaged more than six minutes of controlled flight, and restarted at least one of three Raptor engines without issue, SN10 explodes minutes after touchdown and the other ships suffered various failures of their own 10-30 seconds before landing. At least one vehicle loss (Starship SN9) can be blamed on the failure of one of two Raptor engines to properly ignite.
Starship SN8 made it seconds away from an intact touchdown on the first try before an issue with its advanced pressurization system starved its Raptor engines of fuel. Starship SN10 landed hard – partially leading to its demise – because the quick-fix SpaceX implemented to deal with the pressurization issues SN8 surfaced caused Raptor engines to ingest helium, dramatically lowering their thrust and performance. CEO Elon Musk believes SN11’s even earlier demise was caused by a high-pressure methane leak on one Raptor engine that destroyed avionics and led to a hard-start and violent explosion during landing burn ignition.
While many – if not most – of Starship SN15’s myriad upgrades likely began before most of the SN8-SN11 failure modes were uncovered, it’s not unlikely that SpaceX was already aware of potential weak points and working to fix them. The company’s philosophy largely matches agile development popular in software industries – namely the development of a minimum viable product, followed by a cycle of iterative testing and refinement until a given product is reliably achieving all of its foundational goals.
Now, it’s up to Starship SN15 (as well as SN16, SN17, SN18, and possibly SN19) to carry the torch forward and demonstrate clear progress towards the goal of fielding a reliable, reusable, building-sized spacecraft and upper stage. To do that, SN15 must first act as a pathfinder for those upgrades, beginning with qualification tests on the ground.
The first of those – likely a cryogenic proof test with liquid nitrogen – is scheduled as early as today, sometime between now and 8pm CDT (UTC-5). Stay tuned for updates as Starship SN15 (hopefully) gets frosty for the first time.
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.
