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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.
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.
Investor's Corner
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
Tesla and SpaceX sue a small Illinois firm after cease and desist letters over Terafab.
Tesla and SpaceX are asking a federal judge to rule that their planned Terafab chip factory does not infringe a small Illinois company’s trademark, a request that arrives only after months of quiet negotiation broke down this summer.
The dispute traces to May 18, when Tesla filed three U.S. trademark applications for “Terafab” and “Tesla Terafab,” covering semiconductor chips and related chip making services. TERA-print LLC, a nanotechnology company that has held a federal trademark for “Tera-Fab” since 2021, responded five days later with a cease and desist letter. According to the lawsuit, first reported by Reuters, TERA-print argued that Tesla and SpaceX’s use of “Terafab” would confuse consumers familiar with its own trademark, which covers a desktop photolithography printer sold to researchers for sensor and bioengineering work.
What stands out in the filing is the timing of TERA-print’s own paperwork. One day before sending that cease and desist letter, on May 22, TERA-print applied to expand its existing registration to cover semiconductor materials, silicon chips, nanoelectronic devices and AI design services, categories it had not previously claimed. Tesla and SpaceX call that filing opportunistic in their complaint, noting it arrived two months after Tesla’s public Terafab announcement and just days after Tesla’s own trademark applications went in.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
By June 10, TERA-print was threatening to sue for federal trademark infringement, false designation of origin and unfair competition, the complaint states. Rather than wait to be sued, Tesla, SpaceX and SpaceXAI met with TERA-print six separate times between June and August trying to resolve the dispute directly. Those talks collapsed, and the companies filed for declaratory judgment this week in the U.S. District Court for the Western District of Texas, asking a judge to find that “Terafab” does not infringe TERA-print’s mark before TERA-print can file a claim of its own.
TERA-print isn’t backing down. The company told PCMag it discussed a settlement with Tesla as recently as September 2 and feels misled by what it called Tesla’s professed interest in settling. Its CTO, Andrey Ivankin, said TERA-print holds a Defense Department contract to fabricate semiconductors and partially owns Mattiq Inc., an AI company built on TERA-print’s products, and that the company will vigorously defend its rights.
Tesla and SpaceX argue the overlap is superficial. Terafab is planned as a $16.8 billion complex spanning roughly 100 million square feet at the Grimes County site SpaceX confirmed last month, built to produce chips for Optimus robots, Tesla’s AI computing needs and SpaceX’s orbital data center ambitions, a scale and purpose the companies say no reasonable consumer would confuse with a tabletop lab printer. TERA-print’s product line has stayed focused on lithography tools for biological and sensor research since it registered its mark in 2021.
The trademark fight is the second legal dispute tied to the Terafab project in the past week, following a separate SpaceX suit aimed at keeping company records about the facility out of public view, as KBTX reported. Whether construction proceeds under the Terafab name now depends on a federal judge in Austin.
News
NHTSA just escalated its Tesla Cybercab investigation in a big way
NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.
Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.
The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.
Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.
The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.
Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
NHTSA just escalated its Tesla Cybercab investigation in a big way
