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SpaceX’s Japanese Moon lander launch back on the calendar after indefinite delay
Update: After indefinitely delaying ispace’s first Moon lander launch on November 30th to fix unspecified issues with its Falcon 9 rocket, multiple sources indicate that SpaceX has put the mission back on its calendar.
Barring additional issues, the private HAKUTO-R Moon lander is now scheduled to lift off from SpaceX’s Cape Canaveral Space Force Station (CCSFS) LC-40 pad no earlier than (NET) 3:04 am EST (08:04 UTC) on Wednesday, December 7th. The mission’s quick return after just a few days of rework is a good sign that the issue that forced SpaceX to stand down was relatively minor. Simultaneously, SpaceX is moving ahead with plans to launch its first mission for OneWeb – a low Earth orbit satellite Internet provider competing directly with Starlink – less than ten hours prior, at 5:37 pm EST (22:37 UTC) on December 6th.
SpaceX support ship Doug departed Florida’s Port Canaveral on the afternoon of December 4th, likely en route to recover Falcon 9’s payload fairing after its first OneWeb launch. If SpaceX is, in fact, working towards a December 7th launch of HAKUTO-R, twin support ship Bob will likely also head to sea within the next 24 hours.

SpaceX has delayed the launch of Japanese startup ispace’s first Moon lander, HAKUTO-R, from Wednesday to Thursday, December 1st “to allow for additional pre-flight checkouts.”
The mission will be the third Moon launch from US soil in less than four months after SpaceX’s successful launch of the South Korean Pathfinder Lunar Orbiter (KPLO) in August and the debut of NASA’s Space Launch System (SLS) rocket earlier this month. Perhaps more importantly, ispace has the opportunity to become the first company in history to successfully land a privately-developed spacecraft on the Moon, a milestone that would arguably mark the start of a new era of lunar exploration.
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
ispace’s first HAKUTO-R Moon lander is expected to weigh approximately 1050 kilograms (~2300 lb) at liftoff and is designed to land up to 30 kilograms (~66 lb) of cargo on the lunar surface. The lander is made by several commercial partners: ispace has provided most of its design and structures, but Europe’s ArianeGroup supplied all of HAKUTO-R’s engines, plumbing, and propulsion hardware and was responsible for most of the final assembly process.
Because of ArianeGroup’s involvement, it’s likely that HAKUTO-R shares direct heritage with the European Service Module currently powering NASA’s Orion spacecraft on its first mission to the Moon. It also arguably makes the mission more of a collaboration between Europe and Japan than an exclusively Japanese mission, though HAKUTO-R will still technically be Japan’s first private mission to the Moon.
If successful, it could also become the first privately-funded Moon landing in history. But HAKUTO-R can’t claim to be the first private Moon landing attempt, a title held by Israeli company SpaceIL’s ill-fated Beresheet Moon lander. Launched by SpaceX as a rideshare passenger sitting on top of an Indonesian communications satellite, Beresheet propelled itself all the way from geostationary transfer orbit to lunar orbit over the course of about six weeks. Just a minute or so before touchdown, a manual command inadvertently shut down the spacecraft’s propulsion, causing it to impact the surface of the Moon at ~500 kilometers per hour (310 mph) – less than 8% away from a soft landing.
In September 2019, just five months later, India’s first nationally developed Moon lander got even closer to a successful landing, losing control at a velocity of just 210 km/h (~130 mph) and an altitude of 330 meters (1080 ft). Since the Soviet Union’s 1976 Luna-26 mission, only China’s national space agency (CNSA) has successfully landed on the Moon, completing three landings between 2013 and 2020. The last successful Western Moon landing (Apollo 17; also the last crewed Moon landing) occurred in 1972.


ispace’s ultimate goal is to help facilitate the creation of infrastructure capable of supporting a permanent population of 1000 people on the Moon by 2040. The Japanese startup has privately raised $210 million since it was founded in 2010. In 2022, it won a $73M NASA contract to develop a much larger SERIES-2 vehicle capable of sending either “500 kilograms to the [lunar] surface or as much as 2000 kilograms to lunar orbit.” SERIES-2 will be developed out of ispace’s US branch instead of its Japanese headquarters.
HAKUTO-R will carry seven payloads:
- A solid-state battery for ispace corporate partner NGK SPARK PLUG CO
- A Moon rover (Rashid) for the United Arab Emirates space agency
- JAXA’s transformable lunar robot
- A Canadian Space Agency flight computer prototype
- A camera system built by Canda’s Canadensys
- A panel engraved with the names of HAKUTO’s crowdfunding supporters
- A music disc containing Japanese rock band Sakanaction’s song “SORATO”
In addition to HAKUTO-R, SpaceX’s Falcon 9 rocket will simultaneously launch the NASA Jet Propulsion Laboratory’s (JPL) Lunar Flashflight ice surveyor as a rideshare payload. After launch, Lunar Flashlight will attempt to enter an elliptical lunar orbit and use an infrared laser to (invisibly) illuminate the surface of craters that have been in shadow for millions of years. The way the surface reflects that laser light will allow the spacecraft to prospect for water ice deposits that could one day be mined and converted into rocket propellant.
Tune in below around 3:20 am EST (08:25 UTC) on Thursday, December 1st to watch SpaceX launch Japan’s first privately-developed Moon lander.
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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
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Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.

Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.