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SpaceX, NASA targeting separate Moon launches days apart

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NASA and a SpaceX customer have announced plans to launch two unrelated Moon missions days apart next month.

On October 12th, NASA confirmed that it will roll its Space Launch System (SLS) rocket out to its Kennedy Space Center LC-39A pad for the fourth time as early as November 4th. Barring surprises, the rocket’s next launch attempt is scheduled no earlier than (NET) 12:07 am EDT (17:07 UTC), November 14th. SLS is tasked with launching an uncrewed prototype of NASA’s Orion crew capsule on its way to the Moon, where the spacecraft will attempt to enter lunar orbit and conduct tests before returning to Earth.

The same day, Japanese startup ispace confirmed that HAKUTO-R M1, its first commercial Moon lander, is scheduled to launch on a SpaceX Falcon 9 rocket sometime between November 9th and 15th. While NASA has a $73M contract with ispace to develop a second-generation SERIES-2 Moon lander in the United States, the first-generation HAKUTO-R program has been an almost entirely private endeavor. The first M1 lander will attempt to deliver two rovers – one built by Japan and the other by the United Arab Emirates – and several other commercial and government payloads to the surface of the Moon.

ispace’s first HAKUTO-R Moon lander. (ispace)
NASA’s first SLS Moon rocket. (Richard Angle)

As of 2020, HAKUTO-R is expected to weigh around 1050 kilograms (~2300 lb) at launch and has been designed to land up to 30 kilograms (~66 lb) of usable payload on the Moon. ispace has designed and built most of the lander’s structures but contracted with Europe’s ArianeGroup to provide the propulsion system and fully assemble, integrate, and test the lander in Germany.

According to ispace’s documentation [PDF], Falcon 9 will launch HAKUTO-R into a “supersynchronous” Earth orbit, where the lander will check out its systems before eventually using its own propulsion to thrust itself free of Earth’s gravity well and into the Moon’s. It expects a nominal transit from Earth orbit to the lunar surface to take at least 20 days. The lander is designed to survive up to 12 days on the Moon, during which it will attempt to operate its onboard experiments, deploy both of its tiny rovers, and transmit all the data gathered back to Earth.

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An artist’s impression of HAKUTO-R on the Moon. (ispace)

The startup initially [PDF] described its arrangements with SpaceX as contracts to launch two landers as secondary payloads on two Falcon 9 rockets. In its press releases, ispace no longer specifies whether the one-ton spacecraft will be the only payload on Falcon 9. It’s possible that HAKUTO-R M1 will be a secondary payload on SpaceX’s launch of the Eutelsat 10B geostationary communications satellite, which is currently scheduled NET November 11th. In a rare move, SpaceX will reportedly expend Falcon 9’s reusable first-stage booster during the mission, leaving much more performance on the table.

Update: Launch photographer Ben Cooper reports that Falcon 9’s reusable booster will fly back to the Florida coast to land on land after launching HAKUTO-R, strongly implying that the Moon lander will actually be the rocket’s only payload.

ispace has raised approximately $210 million since it was founded in 2010 – coincidentally the same year that the US Congress forced NASA to begin developing the SLS rocket. 12 years later, there’s a chance that the first launches of SLS and HAKUTO-R could occur hours apart.

https://twitter.com/Eutelsat_SA/status/1541820384344956930

When it rolls out next month, NASA’s SLS rocket will be heading to the launch pad for the fourth time. SLS and Orion have had a less-than-smooth journey to their first launch, suffering half a decade of delays and running tens of billions of dollars over budget as a result. Once all the pieces had arrived in Florida, it took NASA and its contractors about 12 months to finish assembling SLS and Orion and begin testing the integrated rocket.

Since integrated testing began in April 2022, SLS has undergone five publicized wet dress rehearsal (WDR) tests in April, June, and September. It also attempted to launch twice on August 29th and September 3rd, although both attempts were arguably a continuation of WDR testing in everything but name. But it appears that when the rocket rolls out for the fourth time, NASA will have finally completed nearly all of the testing it should have finished before loudly proclaiming that its “Mega Moon Rocket” was ready to launch back in August.

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The SLS launch debut will almost certainly take precedence over any other Cape Canaveral launch around the same time, including HAKUTO-R M1, but SpaceX could potentially launch the Moon lander roughly one day before or after NASA’s Moon rocket.

Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Tesla app update makes Robotaxi ownership make a lot more sense

Tesla’s app now shows a live indicator when your car is actively driving itself.

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A recent Tesla app update, released last week  (4.58.5), gives visibility on whether a vehicle is navigating in its semi-autonomous mode or being drive by a human driver. The updated app now displays a live “Self-Driving” indicator in bright blue text directly beneath the vehicle’s speed readout whenever Full Self-Driving is actively engaged, along with the signature glowing blue navigation path that FSD users see on the main touchscreen. It is a small visual update with meaningful implications for how Tesla owners monitor their vehicles remotely.

The feature was first spotted in the wild by X user Jordan Camina, who shared video of a Hardware 3 Model S displaying the new animation through the app while driving. That detail is significant because it confirms the update is not limited to newer HW4 vehicles. It works across hardware generations, and Tesla confirmed it will eventually support all vehicles regardless of chip platform once both the app and vehicle software are updated. The vehicle side requires software version 2026.20.6.1, which has reached nearly 40% of the fleet so far, as monitored by NotaTeslaApp.

The feature makes the most practical sense when viewed through the lens of Tesla’s expanding robotaxi operation. In a robotaxi context, the owner of a vehicle generating ride revenue has a direct financial and safety interest in knowing whether their car is operating under autonomous control at any given moment. The app’s new FSD indicator gives fleet owners exactly that visibility, the same way a logistics company monitors whether a delivery driver is following the planned route. It also carries implications for Tesla’s insurance model. Tesla’s own insurance product prices premiums in part based on FSD engagement rates, and real-time visibility into when FSD is active creates a feedback loop that could eventually tie directly into policy pricing. For individual owners who have opted their personal vehicles into the robotaxi network, the update effectively turns the Tesla app into a fleet management dashboard, one that tells you whether your car is earning money, whether it is driving itself to do it, and whether everything is operating the way it should from wherever you happen to be.

Tesla expands Robotaxi to Florida, marking its third state for autonomy

As Teslarati has reported, Tesla launched unsupervised robotaxi rides in Miami this summer, a milestone that makes a remote FSD status indicator significantly more practical than a cosmetic feature. When a vehicle is operating as a robotaxi without a driver present, the owner or fleet operator needs a reliable way to confirm autonomy is engaged. The app now provides exactly that.

As noted by NotATeslaApp, The update also arrived alongside a hint buried in the same app version that Tesla plans to use the cabin camera to verify driver identity before FSD can be activated. Pairing identity verification with a live autonomy status indicator points toward the infrastructure Tesla is building for a fleet of driverless vehicles that owners can monitor the way you would track a package delivery.

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California snubs Tesla in its newly passed EV incentive that favors Rivian and Lucid

California passed a $135 million EV incentive that rewards Rivian and Lucid while sidelining Tesla

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California just drew a line in the EV incentive sand to put Tesla on the wrong side of it. The state recently passed a $135 million program offering first-time electric vehicle buyers a direct incentive with no application required, but the rules were written in a way that leaves Tesla at a structural disadvantage compared to Rivian and Lucid.

The program caps eligible vehicles at $50,000 for new EVs and $25,000 for used ones. That pricing threshold rules out a significant portion of Tesla’s lineup, though some lower-priced Model 3 and Model Y configurations would still qualify. California-based automakers are exempt from the price cap entirely, regardless of what their vehicles cost. Rivian, headquartered in Irvine, and Lucid, based in the San Francisco Bay Area, both benefit from that exemption. Rivian’s R2 starts at roughly $45,000 but has versions above the cap. Lucid’s Air and Gravity start at $70,990 and $79,990 respectively, well above any threshold a non-California company would face.

California hits Tesla Cybercab and Robotaxi driverless cars with new law

Tesla built its reputation and a significant portion of its early market share in California, where EV adoption has consistently led the nation. The company operates its original factory in Fremont, California, and the state was home to Tesla’s headquarters for most of its existence. That changed in 2021 when Tesla moved its corporate headquarters to Austin, Texas. Since then, the relationship between the company and California Governor Gavin Newsom has been openly adversarial, with Musk and Newsom trading public criticism on multiple occasions.

California’s EV incentive landscape has shifted repeatedly in recent years, and Tesla has previously lost eligibility for state-level programs as its vehicles exceeded income-adjusted price thresholds. The federal $7,500 EV tax credit, which Tesla models have qualified for and lost depending on policy cycles, is no longer available after it expired without renewal, making state-level programs more meaningful to buyers than they have been in years.

The practical impact for buyers is more nuanced than the headline suggests. California residents purchasing a Tesla under $50,000 for the first time can still access the incentive. But the exemption written for California-based manufacturers is a structural advantage that rewards where a company plants its headquarters flag rather than where it builds its products, and Tesla moved that flag to Texas.

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SpaceX’s newest logo confirms everything about what it’s become

SpaceX officially absorbed xAI under the SpaceXAI brand, completing the largest private merger in history.

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SpaceX made its corporate transformation official in May 2026 when Elon Musk posted on X that xAI would cease to exist as a standalone company. “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX,” he wrote.

A new SpaceXAI logo was announced today, visually embedding the xAI letters inside the SpaceX identity, which can be seen as a deliberate design choice that signals the merger is not a partnership but a full absorption and XAi a core function of the same company. The same way Starlink is not a separate brand but a SpaceX product. The announcement closed the loop on a process that began February 2, 2026, when SpaceX acquired xAI in the largest private merger in history, valued at $1.25 trillion. SpaceX at $1 trillion and xAI at $250 billion.


The reason SpaceX bought xAI was stated plainly by Musk at the time of the deal: to build orbital data centers. SpaceX had simultaneously filed with the FCC to launch up to one million satellites designed to function as AI compute nodes in low Earth orbit, escaping what Musk described as the energy constraints limiting AI development on Earth.

xAI provided the AI software stack, with Grok, the X platform, and the Colossus supercomputer infrastructure in Memphis with over 220,000 NVIDIA GPUs, while SpaceX provided the rockets, Starlink, and the capital base to fund it. The two companies needed each other. xAI was burning $2.5 billion in losses on $250 million in revenue. SpaceX was generating an estimated $8 billion in profit on $15 billion in revenue and needed an AI narrative to command the valuation it was targeting for its IPO.

SpaceXAI just launched into your kitchen with their new app

What SpaceX has done, regardless of how the orbital AI vision ultimately plays out, is walk into a public market as something no company has been before: a rocket manufacturer, satellite internet provider, AI software company, social media platform, and supercomputer operator under one ticker. Whether that combination is worth $2 trillion depends entirely on which of those businesses you believe in most.

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