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SpaceX customer iSpace updates Falcon 9-launched Moon lander, rover plans

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Japanese commercial space company iSpace has provided an updated schedule for its first private missions to the Moon, both set to launch on Falcon 9 rockets and land on the Moon as early as 2021 and 2023.

iSpace’s goal is to understand and map lunar resources (particularly water ice) and eventually gather and process those materials into resources that could help enable far more ambitious lunar exploration, up to and including a partially self-sustaining lunar outpost capable of supporting astronauts. Known as Hakuto-R (“white rabbit” reboot), iSpace began as a team pursuing the Google Lunar XPRIZE before its cancelation in 2018 after several postponements pushed competing teams well past the prize deadline.

Despite the death of the Lunar XPRIZE, iSpace managed to not only survive but thrive in a more entrepreneurial environment. The company managed to convince several major investors of the potential value of commercial space exploration and became one of a select few spaceflight startups – certainly the only space resources startup – that has raised almost $100 million.

Relative to similar startups Planetary Resources (purchased by a blockchain company; effectively dead) and Deep Space Industries (acquired by Bradford Space), iSpace is in an unprecedentedly healthy position to realize its space resource ambitions.

NewSpace, OldProblems

One could likely climb to the Moon with nothing more than a printed stack of all the studies, analyses, white papers, and hollow promises ever published on the utilization of space-based resources, an ode to the simultaneous promise and pitfalls the idea poses. As many have discovered, developing the ability to acquire, refine, and sell space resources is one of the most long-lead problems in existence. Put another way, funding a space exploration company on the promise of (or income from) space resources is a bit like paying for a solid-gold ladder by selling the fruit you needed it to reach.

For such an enterprise to make economical sense, one must either have access to ladders that are cheaper than their weight in gold or be able to sell the harvested fruit at breathtaking premiums. The point of this analogy is to illustrate just how challenging, expensive, and immature deep space exploration is relative to the possible resources currently within its grasp. There is also a bit of a circular aspect to space resource utilization: to sell the resources at the extreme premiums needed to sustain their existence, there must be some sort of established market for those resources – ready to purchase them the moment they’re available.

To build a market on space resources, one must already possess space resources to sell. This is the exact thing that government space agencies like NASA should develop, but entrenched and greedy corporate interests have effectively neutered NASA’s ability to develop technology that might transcend the need for giant, ultra-expensive, expendable rockets.

In-situ construction and resource utilization is the obvious draw, but it often happens to be the case that the company gathering the resources is the one most likely to need or want to use them.

The need to secure funding via investors – investors expecting some sort of return – is the biggest roadblock to space resource utilization. Really, the only conceivable way to sustainably raise funding for space resource acquisition is to already have a functional and sustainable company as a base. SpaceX is a prime example: the company hopes to fund the development of a sustainable city on Mars with income from its launch business and Starlink internet constellation.

A steel Starship on the Moon. (SpaceX)
SpaceX is focused on Mars but still has some interest in lunar activities, pending customer interest and demand. (SpaceX)

Ambitious plans, solid funding

Given all of the above, it’s extremely impressive that iSpace has managed to raise nearly $100M in just a few years and has done so without the involvement of one or several ultra-wealthy angel investors. Of course, it must still be acknowledged that the cost of iSpace’s longer-term ambitions can easily be measured in the tens of billions of dollars, but given an extremely lean operation and rapid success, $100M could plausibly fund at least one or two serious lunar landing attempts.

In the realm of flight tests, iSpace previously planned to perform a demonstration launch in 2020, in which a simplified lander would be used to orbit the Moon but not land. In the last year or so, the company has decided to entirely forgo that orbital test flight and instead plans to attempt a Moon landing on its first orbital flight, scheduled to launch on Falcon 9 no earlier than (NET) 2021. If successful, this inaugural landing would be followed as few as two years later (2023) by a lander and a lunar rover. Assuming a successful second landing, iSpace would move to ramp its production rates, launch cadence, and general ambitions, prospecting all over the Moon in 5-10+ separate lander missions.

iSpace is particularly interested in exploring the Moon’s caverns, lava tubes, sinkholes, and skylights, all shielded from sunlight and thus prime locations for water ice. (iSpace)

iSpace will still face the brick wall that all space resource companies eventually run into. Even if the company can successfully demonstrate a Moon landing and resource prospecting, it will need additional funding (and thus a commercially sustainable plan to sell investors on) to continue work and eventually, just maybe, get to a point where selling space-based resources can become a sustainable source of income.

Regardless of iSpace’s long-term business strategy, the early 2020s will be jam-packed with attempted commercial lunar landings, including Hakuto-R, Astrobotic, Intuitive Machines, and perhaps several other companies’ attempts. By all appearances, the exceptional mix of high performance and low cost offered by SpaceX’s Falcon 9 rocket will serve as a major enabler, allowing companies to put most of their funding into their landers instead of launch costs.

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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 faces Full Self-Driving pushback in EU over ‘speeding’

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Credit: Tesla

A new report from Reuters claims that a transport authority in Sweden is pushing back against the approval of Tesla’s Full Self-Driving suite because it will travel over speed limits.

The report says the Swedish Transport Administration (TRV) recommends the European Union votes against FSD’s approval. TRV believes it should not be approved until Tesla disables FSD’s ability to speed.

TRV sent a letter to the European Union’s Technical Committee on Motor Vehicles (TCMV), which is set to meet on June 30 to discuss the potential approval of the Tesla FSD suite in the country. Tesla, which has received various approvals in Europe over the past two months, has not provided a comment.

Tesla Full Self-Driving gets first-ever European approval

Teslas operating on FSD do travel over the speed limit, depending on the Speed Profile that is chosen. Drivers have the ability to disengage FSD at any point; Tesla specifically states that those supervising the suite are responsible for its actions.

Let’s cut to the chase: humans operating any vehicle speed almost daily in the United States. Realistically, speed limits in the U.S. are more frequently treated as speed minimums. However, other countries are different, and driving behaviors are less aggressive.

TRV believes that “allowing automated systems to systematically exceed legal speed limits…risks undermining both the legal framework and the expected safety benefits of ​vehicle automation,” the report stated. It’s surprising that Tesla has not received this claim from other countries previously.

This could be a good argument to bring Max Speed back, the setting that previously allowed the driver to choose the absolute fastest the car would travel.

This would still put the responsibility of supervision in the hands of the driver. It would allow the driver to choose whether the car would travel over the speed limit or not, acknowledging that they set the speed, and if they get pulled over, there would be no ability to argue it.

However, it does not seem as if this is something Tesla will do, especially considering many U.S. drivers have requested the feature in an effort to eliminate speeding or at least tone it down. The company has not shown any interest in bringing it back.

Tesla has approvals for FSD in Europe in Estonia, Lithuania, Denmark, the Netherlands, and Belgium.

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Tesla teases greater Grok FSD integration and ‘Banish’ feature ‘in about 3 months’

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Credit: Tesla

Tesla is going to let you guide Full Self-Driving with Grok in 3 months, CEO Elon Musk confirmed on X.

The response from Musk, which revealed Tesla plans to allow drivers to effectively control the car and its navigation more explicitly using Grok, puts the feature for about September.

A Tesla owner said that Full Self-Driving is great, but owners should be able to “converse with Grok like we can with an Uber driver.” She then used examples like, “Grok, turn right here,” and “Drop us off right here, we’ll walk due to traffic,” and finally,” Drop at entrance first, then park far away.”

Coincidentally, the final piece of dialogue would also mean features like Banish are potentially on the way soon.

Banish is also referred to as “Reverse Summon,” and would enable the car to self-park while dropping occupants off at their destination.

This would be a great way to improve the overall experience while supervising FSD. Navigation is already a major painpoint that many owners complain about. Manual overrides when a maneuver is requested or canceled (like using the turn signal stalk to override a navigation route), do not always work.

The feature could be especially useful in street parking scenarios in a city, where spots are sometimes tough to come by. Many of us who grab dinner in a more populated area will park a street or two over from wherever we’re going, because sometimes you know that’s the best you will get. If a driver using FSD could say, “Hey Grok, turn right here on Queen St. and park in that open spot on the right,” it could save a lot of confusion FSD might have on its own.

Musk teased that a similar feature was “coming” back in February:

Tesla Full Self-Driving set to get an awesome new feature, Elon Musk says

It is certainly surprising that Tesla is doing it at this point. The company’s more recent moves have been more evident of taking control and inputs away from humans and putting them in the AI’s hands more frequently. The biggest example of this was taking away Max Speed in AI4 cars, giving us Speed Profiles, and not having any input on the fastest speed the car will travel.

Of course, giving navigation preferences to Grok is availble already in Teslas, but not at the drop of a hat. Instead, you can suggest a certain route at the beginning of your drive.

Here’s an example of that from December:

Finally, the original post that Musk responded to mentioned a parking preference after dropping off the occupants, which describes the Banish feature that Tesla has teased for years.

We’re not sure if Musk was responding more to the ability to guide the car with Grok, or whether he also was including Banish in the three-month prediction timeframe.

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Tesla Cybercab has one important piece that AI4 cars might need for FSD

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Credit: @tpgoebel | X

A close-up image of a Cybercab engineering vehicle in Peabody, Massachusetts, reveals a compact triangular side repeater camera housing equipped with an integrated washer mechanism.

This seemingly small hardware addition could prove to be one of the most critical components for achieving reliable, unsupervised Full Self-Driving (FSD) — not just for the dedicated Robotaxi but potentially for existing AI4-equipped vehicles as well.

The washer system’s importance cannot be overstated in Tesla’s vision-only autonomy approach. Cameras are the sole sensory input for the neural networks powering FSD, constantly interpreting the environment for safe navigation. In real-world conditions, however, lenses quickly accumulate rain, snow, mud, dust, or road spray.

Many of us Tesla owners, especially those who deal with any sort of winter weather at all, know the all-too-common alert that pops up when cameras are obstructed:

Even brief obstructions can drop perception confidence, trigger safety disengagements, or force the vehicle to pull over, although these are relatively rare. Instead, most of the time, the camera will need a wipe from the owner next time they stop the car.

But unlike human drivers who can manually clear their view, a Robotaxi operating 24/7 without a steering wheel or mirrors must maintain pristine vision autonomously. The Cybercab’s side repeater washer delivers targeted cleaning bursts precisely where needed for merging, lane changes, and blind-spot monitoring — functions that demand uninterrupted visibility from the external cameras:

This hardware directly tackles a known pain point in current FSD deployments. Owners frequently report camera-related alerts during inclement weather, which is understandable, but needs to be solved for a true autonomous experience.

For a production Robotaxi fleet aiming for high utilization and minimal downtime, robust washer systems represent a foundational reliability upgrade; essentially, they’re a must-have. Early sightings suggest the design may extend to rear cameras as well, creating a comprehensive cleaning architecture that keeps the entire vision suite operational in harsh environments.

Without it, even the most advanced neural nets struggle when their “eyes” are compromised.

What Does This Mean for AI4 Cars?

This Cybercab detail raises timely questions for AI4 cars already on the road. While Hardware 4 delivers superior compute and camera resolution compared to earlier versions, production models typically lack dedicated side and rear washers. Tesla has included them on Model Y robotaxis that it is using in the fleet:

Tesla Robotaxi has a highly-requested hardware feature not available on typical Model Ys

As Tesla refines unsupervised FSD for broader release, the gap in environmental resilience becomes evident. Software improvements can help mitigate issues, but they cannot fully replace physical cleaning in heavy rain or muddy conditions. Analysts and owners increasingly speculate that AI4 vehicles may eventually require similar washer retrofits — or a future AI4.5 variant — to match the Cybercab’s all-weather readiness and support the same level of autonomy.

As testing progresses, the Cybercab’s washer mechanism highlights Tesla’s pragmatic focus on real-world robustness. It may well become the hardware piece that determines how quickly and reliably FSD scales from prototypes to everyday vehicles.

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