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SpaceX’s Japanese Moon lander launch back on the calendar after indefinite delay
Update: After indefinitely delaying ispace’s first Moon lander launch on November 30th to fix unspecified issues with its Falcon 9 rocket, multiple sources indicate that SpaceX has put the mission back on its calendar.
Barring additional issues, the private HAKUTO-R Moon lander is now scheduled to lift off from SpaceX’s Cape Canaveral Space Force Station (CCSFS) LC-40 pad no earlier than (NET) 3:04 am EST (08:04 UTC) on Wednesday, December 7th. The mission’s quick return after just a few days of rework is a good sign that the issue that forced SpaceX to stand down was relatively minor. Simultaneously, SpaceX is moving ahead with plans to launch its first mission for OneWeb – a low Earth orbit satellite Internet provider competing directly with Starlink – less than ten hours prior, at 5:37 pm EST (22:37 UTC) on December 6th.
SpaceX support ship Doug departed Florida’s Port Canaveral on the afternoon of December 4th, likely en route to recover Falcon 9’s payload fairing after its first OneWeb launch. If SpaceX is, in fact, working towards a December 7th launch of HAKUTO-R, twin support ship Bob will likely also head to sea within the next 24 hours.
SpaceX has delayed the launch of Japanese startup ispace’s first Moon lander, HAKUTO-R, from Wednesday to Thursday, December 1st “to allow for additional pre-flight checkouts.”
The mission will be the third Moon launch from US soil in less than four months after SpaceX’s successful launch of the South Korean Pathfinder Lunar Orbiter (KPLO) in August and the debut of NASA’s Space Launch System (SLS) rocket earlier this month. Perhaps more importantly, ispace has the opportunity to become the first company in history to successfully land a privately-developed spacecraft on the Moon, a milestone that would arguably mark the start of a new era of lunar exploration.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
ispace’s first HAKUTO-R Moon lander is expected to weigh approximately 1050 kilograms (~2300 lb) at liftoff and is designed to land up to 30 kilograms (~66 lb) of cargo on the lunar surface. The lander is made by several commercial partners: ispace has provided most of its design and structures, but Europe’s ArianeGroup supplied all of HAKUTO-R’s engines, plumbing, and propulsion hardware and was responsible for most of the final assembly process.
Because of ArianeGroup’s involvement, it’s likely that HAKUTO-R shares direct heritage with the European Service Module currently powering NASA’s Orion spacecraft on its first mission to the Moon. It also arguably makes the mission more of a collaboration between Europe and Japan than an exclusively Japanese mission, though HAKUTO-R will still technically be Japan’s first private mission to the Moon.
If successful, it could also become the first privately-funded Moon landing in history. But HAKUTO-R can’t claim to be the first private Moon landing attempt, a title held by Israeli company SpaceIL’s ill-fated Beresheet Moon lander. Launched by SpaceX as a rideshare passenger sitting on top of an Indonesian communications satellite, Beresheet propelled itself all the way from geostationary transfer orbit to lunar orbit over the course of about six weeks. Just a minute or so before touchdown, a manual command inadvertently shut down the spacecraft’s propulsion, causing it to impact the surface of the Moon at ~500 kilometers per hour (310 mph) – less than 8% away from a soft landing.
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In September 2019, just five months later, India’s first nationally developed Moon lander got even closer to a successful landing, losing control at a velocity of just 210 km/h (~130 mph) and an altitude of 330 meters (1080 ft). Since the Soviet Union’s 1976 Luna-26 mission, only China’s national space agency (CNSA) has successfully landed on the Moon, completing three landings between 2013 and 2020. The last successful Western Moon landing (Apollo 17; also the last crewed Moon landing) occurred in 1972.
ispace’s ultimate goal is to help facilitate the creation of infrastructure capable of supporting a permanent population of 1000 people on the Moon by 2040. The Japanese startup has privately raised $210 million since it was founded in 2010. In 2022, it won a $73M NASA contract to develop a much larger SERIES-2 vehicle capable of sending either “500 kilograms to the [lunar] surface or as much as 2000 kilograms to lunar orbit.” SERIES-2 will be developed out of ispace’s US branch instead of its Japanese headquarters.
HAKUTO-R will carry seven payloads:
- A solid-state battery for ispace corporate partner NGK SPARK PLUG CO
- A Moon rover (Rashid) for the United Arab Emirates space agency
- JAXA’s transformable lunar robot
- A Canadian Space Agency flight computer prototype
- A camera system built by Canda’s Canadensys
- A panel engraved with the names of HAKUTO’s crowdfunding supporters
- A music disc containing Japanese rock band Sakanaction’s song “SORATO”
In addition to HAKUTO-R, SpaceX’s Falcon 9 rocket will simultaneously launch the NASA Jet Propulsion Laboratory’s (JPL) Lunar Flashflight ice surveyor as a rideshare payload. After launch, Lunar Flashlight will attempt to enter an elliptical lunar orbit and use an infrared laser to (invisibly) illuminate the surface of craters that have been in shadow for millions of years. The way the surface reflects that laser light will allow the spacecraft to prospect for water ice deposits that could one day be mined and converted into rocket propellant.
Tune in below around 3:20 am EST (08:25 UTC) on Thursday, December 1st to watch SpaceX launch Japan’s first privately-developed Moon lander.
Tesla CEO Elon Musk said that flying cars will be coming to the market, something that his own company has hinted at previously.
Musk said on X, in response to a post that read, “We were promised flying cars and all we got is infinite superintelligence for everyone,” “You will get flying cars.”
You will get flying cars
— Elon Musk (@elonmusk) August 12, 2026
The post rang back to when Musk teased flying and hovering capabilities for the Tesla Roadster, the company’s supercar that has been delayed more times than anyone cares to count. It was set for an unveiling earlier this year, but it was then pushed back to August. There is still no sign of it coming.
However, that does not mean it won’t. But one of the biggest features of the Roadster that was teased was a SpaceX package that featured cold gas thrusters on the rear end that would help with white-knuckle acceleration. Another set would face the ground and would help the Roadster gain small bits of altitude, potentially helpful to jump over obstacles.
Elon Musk hints at Tesla Roadster’s “hovering” abilities in SpaceX package
But it is not a straightforward thing for Musk. As a serial entrepreneur, he tends to spend his time on major disruptors; currently, his largest projects are artificial intelligence and compute power, as well as SpaceX’s launches that will eventually make life multiplanetary.
In the past, he has been critical of flying cars and has been in favor of tunnels, one of the big reasons he started the Boring Company. In 2017 at a TED talk, he said:
“There is a challenge with flying cars in that they’ll be quite noisy. The wind force generated will be very high. Let’s just say that if something’s flying over your head, if there are a whole bunch of flying cars all over the place, that is not an anxiety-reducing situation…You’re thinking, ‘Did they service their hubcap? Or is it going to come off and guillotine me as they’re flying past?'”
However, he’s never been against them. He has also said he’s in favor of both tunnels and flying cars.
Contrary to press reports, I’m not against flying cars. Just said it was important to consider both pros and cons.
— Elon Musk (@elonmusk) March 24, 2015
Most recently, Musk said that anyone who wants a flying car should be able to get one. This was stated last October on the Joe Rogan Experience:
“My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars… I think if Peter wants a flying car, we should be able to buy one.”
Whether the Roadster will be Tesla’s flying car or potentially another one remains in the mind of Musk. Of course, the Roadster will have to make its way to production lines before we find out.
Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
Tesla CEO Elon Musk says flying cars are coming
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
