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SpaceX launches Japanese lander, NASA cubesat to the Moon
A SpaceX Falcon 9 rocket has successfully launched a privately-developed Japanese Moon lander and a NASA Jet Propulsion Laboratory cubesat on their way to lunar orbit.
Following five back-to-back delays that pushed the launch from November to mid-December, Falcon 9 lifted off with Japanese startup ispace’s first HAKUTO-R Moon lander on December 11th, kicking off a multi-month journey that will take the spacecraft more than 700,000 miles (1.1M km) away from Earth. It’s not the first time SpaceX has launched a mostly commercial Moon lander, and it won’t be the last. SpaceX’s first Moon lander launch happened in February 2019, when Falcon 9 launched Israeli company SpaceIL’s Beresheet Moon lander as a rideshare payload on Indonesia’s PSN-6 geostationary communications satellite. Beresheet failed just a minute or two before touchdown, but the attempt was still a historic step for commercial spaceflight.
Just shy of three years later, SpaceX has launched another private Moon lander. Unlike Beresheet, which made its way to the Moon from geostationary transfer orbit (GTO), HAKUTO-R was Falcon 9’s main payload, allowing the rocket to launch it directly into deep space. A Jet Propulsion Laboratory (JPL) cubesat that missed a long-planned ride on NASA’s first Space Launch System (SLS) rocket also joined the Moon lander as a Falcon 9 rideshare payload.
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
Approximately four months from now, both spacecraft will reach the end of similar low-energy ballistic transfer trajectories, at which point they will have limited opportunities to enter lunar orbit and continue their missions. Reaching that checkpoint will require several successful orbital correction maneuvers and enough longevity to survive months in deep space, unprotected by Earth’s magnetic fields.
If they make it that far, HAKUTO-R will conduct several more burns to reach low lunar orbit (LLO), where ispace will verify the spacecraft’s health and eventually attempt a soft landing on the Moon. A privately-developed spacecraft has never landed on an extraterrestrial body, so the prestige at stake is about as high as it can get. If JPL’s Lunar Flashlight spacecraft [PDF] survives its journey, it will enter a near-rectilinear halo orbit around a point of gravitational equilibrium (Lagrange point) between the Earth and Moon. Once on station, it will spend most of its time 9000 kilometers (~5600 mi) away from the Moon but occasionally fly within 15 kilometers (~9 mi) of the surface. Under JPL’s nominal mission plan, Lunar Flashlight will complete at least ten week-long orbits and use an infrared laser instrument to search for water ice in permanently-shadowed Moon craters during each close approach.
Without context, both missions seem to complement each other well, and it’s not hard to imagine an alternative scenario where a cubesat like Lunar Flashlight was intentionally included to prospect for ice that a lander could then target. But the JPL cubesat’s presence on ispace’s HAKUTO-R was purely by accident. Because of certain design decisions made by NASA’s Space Launch System (SLS) rocket and Orion spacecraft contractors, the giant rocket is intended to launch cubesat rideshare payloads to the Moon, but those satellites are barely accessible for the entire time the rocket is configured for its unprecedentedly slow launch campaigns.
As a result, even though SLS lifted off for the first time in November 2022, its cubesat payloads had to be ready for launch and installed on the rocket in October 2021. Out of 14 planned payloads, four – including Lunar Flashlight – weren’t ready in time, forcing them to find other ways to deep space. Ironically, that may have been an unexpected blessing, as the ten payloads that did make the deadline wound up sitting inside SLS for 13 months, much of which was spent at the launch pad. Half of those satellites appear to have partially or completely failed shortly after launch.
Because of the extremely circuitous path the NASA rocket ultimately took to reach launch readiness, JPL was able to find a new ride to the Moon and launch less than one month after SLS and its co-passengers. Unlike those copassengers, Lunar Flashlight likely spent just a few weeks installed on Falcon 9 before launching to the Moon. Additionally, the SLS launch trajectory took it more or less directly to the Moon, giving its rideshare payloads just a handful of days to troubleshoot any problems discovered. Thanks to the slower, more efficient transfer orbit SpaceX used to launch HAKUTO-R, JPL should still have opportunities to enter a nominal orbit even if Lunar Flashlight requires weeks of in-space troubleshooting – far more margin for error than most SLS copassengers received.
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Lunar Flashlight weighs about 14 kilograms (~31 lb) at liftoff, features two sets of solar arrays, and packs a first-of-its-kind chemical propulsion system designed to deliver up to 290 m/s of delta-V – a ton of performance for such a small satellite. HAKUTO-R weighs closer to 1.1 tons (~2400 lb) and is a far more capable spacecraft, in theory – a necessity to land softly on the Moon. At ispace’s request, Falcon 9’s low-energy ballistic transfer orbit reduced the lander’s performance requirements, but it will need roughly 2000-2500 m/s of delta-V to enter lunar orbit and land on the lunar surface.
On December 12th, ispace confirmed that HAKUTO-R is in excellent shape around 24 hours after liftoff. ispace says the lander has secured stable communications, a stable orientation in space, and positive power generation from its solar arrays. An ispace infographic indicates that the spacecraft will enter lunar orbit around mid-April if all goes to plan. With HAKUTO-R in a stable state, the next most important near-term milestone will be the successful use of its propulsion and navigation systems. The startup hopes to demonstrate smooth deep space operations, including routine trajectory correction maneuvers, within one month of launch.
HAKUTO-R was SpaceX’s 56th successful launch of 2022 and the company’s second direct Moon launch this year after sending South Korea’s KPLO orbiter to the Moon in August.
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
