News
SpaceX, NASA targeting separate Moon launches days apart
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.
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.
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.
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.
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.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
