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SpaceX’s youngest Falcon 9 booster returns to port after second launch
SpaceX’s youngest flight-proven Falcon 9 booster has returned to port after its second successful launch in ten weeks, preceded by the shrapnel of a destroyed payload fairing two days prior.
On June 30th, Falcon 9 B1060 lifted off for the first time, ultimately supporting SpaceX’s first operational US military satellite launch and completing the first successful booster landing after such a mission. Originally scheduled as early as August 29th, the same booster supported Starlink-11 on September 3rd, just 64 days after launching the US military’s GPS III SV03 satellite. In doing so, B1060 became the third Falcon 9 booster ever to launch twice in less than 70 days – all three instances of which occurred this year.
On the fairing recovery front, SpaceX’s Starlink-11 mission was not not nearly as lucky. Recovery ships GO Ms. Tree and GO Ms. Chief returned to Port Canaveral about 48 hours prior the Falcon 9 booster they launched on – but in a pile of jagged shards rather than two intact halves.
While SpaceX will have to continue chasing the ever-illusive double-fairing-catch it first tasted on July 20th, any recovery – even if just fragments – should still produce valuable data that can inform future recovery attempts and help prevent a similar fate from befalling future fairings. Outcome aside, the recovery also made for a spectacular port return for the (mostly) emptyhanded ships.
The success of Falcon 9 booster B1060’s second launch and ocean landing in 64 days is unequivocal, however. To support a combined commercial and Starlink launch cadence as ambitious as SpaceX’s in 2020, a heavy reliance on booster reuse – particularly with a focus on speed – was going to be a necessity. As a result of the unplanned loss of four Falcon Block 5 boosters between December 2018 and March 2020, SpaceX’s reuse-oriented decision to slow first stage production saw the company’s fleet of flightworthy boosters rapidly shrink.
Thankfully, Crew Dragon’s Demo-2 astronaut launch debut and the aforementioned GPS III SV03 mission introduced two new boosters – B1058 and B1060 – into circulation, resulting in a booster flight likely just large enough to support the lower bound of SpaceX’s 2020 launch ambitions. In late 2019 and early 2020, SpaceX executives revealed plans for anywhere from 24 to 36 launches this year – roughly two-thirds of which would be internal Starlink missions.
As the first Falcon 9 booster to be permitted to land after an operational National Security Space Launch (NSSL), B1060 would have been the perfect choice to support the first booster reuse during a US Air Force or National Reconnaissance Office launch. Much like NASA’s first launch on a flight-proven Falcon 9, though, that pathfinder qualification process would have likely necessitated 6+ months of inspections, reviews, and repairs. If not the first NSSL-sponsored reuse, B1060 would have also been a prime booster option for a more conservative customer or a high-value mission later this year or early next.
Instead, barely two months after its launch debut, SpaceX assigned B1060 to launch the 12th batch of Starlink satellites, pushing the internet constellation over the 700-satellite mark. In simple terms, the move implies that SpaceX is pushing as hard as ever to launch as many times as possible this year. As of now, SpaceX has launched 16 times in a bit more than eight months, averaging almost exactly two launches per month. If SpaceX continues that pace, it will beat its current annual record of 21 launches with ~24. If the company sustains the pace its kept over the last ~90 days, it could complete as many as 28 launches this year.
-->SpaceX’s September manifest certainly leans towards the latter option. Aside from two more Starlink missions scheduled in mid and late September, Falcon 9 booster B1062 is scheduled to debut with another GPS III satellite launch for the US military. Another five commercial missions have feasible launch targets in the fourth quarter, while it’s safe to assume that SpaceX will continue to target at least two Starlink launches per month for the indefinite future. Altogether, SpaceX has at least 15 more missions that will likely be ready to launch before the end of the year – plenty to sate Falcon 9’s ever-growing thirst.
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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.
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.
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
Tesla sees sharp November rebound in China as Model Y demand surges
Tesla bear gets blunt with beliefs over company valuation
