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Square launches AI voice ordering and an integrated Bitcoin solution for merchants | TechCrunch

Square launches AI voice ordering and an integrated Bitcoin solution for merchants | TechCrunch

Square, Block’s merchant payments platform, has launched new features for merchants, including AI-powered voice ordering for restaurants, enhancements to its AI assistants — such as providing local insights — and an integrated Bitcoin solution to accept and hold the digital currency.

The company now lets restaurants and cafes using Square leverage AI to handle incoming calls. This is particularly useful for cloud kitchens (delivery-only restaurants) and other delivery-focused establishments, as they can hand off order taking, customization, and other menu-related questions to AI. The bot can handle requests like, “What is special in your menu today?” or “Make my food spicy, but don’t use any dairy.”

Other companies, such as Yelp and Kea, are building voice AI solutions for restaurants. Square said its solution stands out because it’s integrated with its payment and kiosk ecosystem, making it easier for restaurants to manage orders.

Square is also adding Grubhub integration to streamline third-party delivery orders, a redesigned kiosk interface for easier access to frequently used menus, and an AI-powered inventory management tool to help restaurants manage and optimize supplies.

The point-of-sale company is also adding new features to its Square AI assistant, which was launched earlier this year in open beta. The bot can now provide local insights, such as weather, nearby events, and industry trends.

Image Credits: Square

While the assistant could already create visualizations for merchants based on their data and queries, Square now allows them to save these as auto-updating widgets on their dashboards.

What’s more, Square is bringing new features such as access to conversation history with Square AI and a dashboard on its mobile app for merchants.

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Bitcoin integration

Block co-founder Jack Dorsey’s affinity for Bitcoin is well-known. Square began allowing merchants to convert part of their daily earnings into Bitcoin last year. The company is now introducing an integrated Bitcoin solution for sellers, including a wallet.

In encourage Bitcoin adoption, the company will allow businesses to accept the digital currency directly from their point-of-sale machines with no processing fee for one year. In 2027, the company will start charging a 1% processing fee.

The company is also introducing an integrated Square Bitcoin wallet with the ability to buy, sell, hold, and withdraw the cryptocurrency directly from the dashboard.

A screenshot of Square app on seller side that shows the Bitcoin wallet functionality, allowing them to hold and trade the cryptocurrency.
Image Credits: Square

Last year, Square allowed retailers to convert 1% to -10% of their daily earnings to Bitcoin. With the introduction of Square Bitcoin, merchants can choose to convert up to 50% of their daily revenue. The company noted that since the start of the program, users have accumulated 142 Bitcoins, which amounts to over $17 million at the time of writing.

“The Bitcoin tools we’re building at Square deliver on two critical needs: ensuring sellers never miss a sale, and giving them access to powerful financial tools that help them more easily manage and grow their finances,” Miles Suter, Head of Bitcoin Product at Block, said in a statement.

“We’re making Bitcoin payments as seamless as card payments while giving small businesses access to financial management tools that, until now, have been exclusive to the largest corporations. Through Square and Cash App, we serve both sides of the counter, meaning Square is uniquely positioned to make Bitcoin everyday money, not just a store of value – while also helping sellers future-proof their operations,” he added.

Block is now allowing Square merchants to accept Bitcoin payments without any processing fee for one year
Image Credits: Block

While hundreds of online merchants accept Bitcoin as a payment method, a large portion of Bitcoin transactions are still related to speculative trading. A survey from eMarketer suggests that the number of U.S. users who use cryptocurrency as a payment method will jump to 7.1 million in 2026. Block, which has been bullish on Bitcoin, aims to capitalize on increased currency adoption with the new merchant offerings.

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#Square #launches #voice #ordering #integrated #Bitcoin #solution #merchants #TechCrunch

If you survived the great Starbucks Bearista Cold Cup shortage of 2025, grab your emotional support water bottles, because we’re about to do it all over again.

Starbucks just announced that it’s bringing back the notoriously viral, instantly sold-out bear glass, but this time, it’s getting a bright summer makeover. Enter: the Pink Bearista Glass Cold Cup.

Inspired by the Pink Drink, this limited-edition cup is pretty much destined to break the internet (though all the Gilmore Girlies were probs to blame for the beanie version selling out so quickly). The new glass features the bear wearing a little pink hat and comes with a strawberry straw topper. I fear the Stanley Stans will be to blame for this sell-out.

Starbucks has dropped a new Pink Drink Bearista Cup — how to get yours today
                                                            If you survived the great Starbucks Bearista Cold Cup shortage of 2025, grab your emotional support water bottles, because we’re about to do it all over again.Starbucks just announced that it’s bringing back the notoriously viral, instantly sold-out bear glass, but this time, it’s getting a bright summer makeover. Enter: the Pink Bearista Glass Cold Cup.Inspired by the Pink Drink, this limited-edition cup is pretty much destined to break the internet (though all the Gilmore Girlies were probs to blame for the beanie version selling out so quickly). The new glass features the bear wearing a little pink hat and comes with a strawberry straw topper. I fear the Stanley Stans will be to blame for this sell-out.
        
            Mashable Trend Report
        
        
    


        
        
                                        
                
                                            Starbucks is bringing back its viral bear glass with a bright, pink summer makeover starting July 13.
                                                                Credit: Starbucks
                                    
                    
        
                                        
                
                                            The new Pink Drink-inspired Bearista cup features an adorable pink hat and a matching strawberry straw topper.
                                                                Credit: Starbucks
                                    
                    
    

If you don’t want to pay ridiculous reseller markups on eBay this time around, here’s a quick rundown on how and when to get one:
Brick-and-mortar: You should be able to purchase one in-store at select Starbucks coffeehouses on July 13. (Starbucks is enforcing a strict two-item purchase limit per customer.) The cups will be available in the U.S., Canada, Asia Pacific, Europe, the Middle East, and North Africa.Starbucks Shop: Starbucks Reserve members will get early access via the Starbucks Shop on July 9. Note: This is not the same thing as being a standard “Rewards member.” Reserve members are the highest tier of the Rewards program. (I’m a Gold status member myself.) Reserve status members earn 2,500 stars in a single year.May the odds be ever in your favor next month. Since I haven’t hit that coveted Reserve status yet, I’ll most likely be hitting up my local Starbucks until I can find one in stock.

                    
                                    #Starbucks #dropped #Pink #Drink #Bearista #Cup #today

Starbucks is bringing back its viral bear glass with a bright, pink summer makeover starting July 13. Credit: Starbucks

A promotional lifestyle photo showcasing the limited-edition Starbucks Pink Bearista Glass Cold Cup filled with a light pink beverage.

The new Pink Drink-inspired Bearista cup features an adorable pink hat and a matching strawberry straw topper. Credit: Starbucks

If you don’t want to pay ridiculous reseller markups on eBay this time around, here’s a quick rundown on how and when to get one:

  • Brick-and-mortar: You should be able to purchase one in-store at select Starbucks coffeehouses on July 13. (Starbucks is enforcing a strict two-item purchase limit per customer.) The cups will be available in the U.S., Canada, Asia Pacific, Europe, the Middle East, and North Africa.

  • Starbucks Shop: Starbucks Reserve members will get early access via the Starbucks Shop on July 9. Note: This is not the same thing as being a standard “Rewards member.” Reserve members are the highest tier of the Rewards program. (I’m a Gold status member myself.) Reserve status members earn 2,500 stars in a single year.

May the odds be ever in your favor next month. Since I haven’t hit that coveted Reserve status yet, I’ll most likely be hitting up my local Starbucks until I can find one in stock.

#Starbucks #dropped #Pink #Drink #Bearista #Cup #today">Starbucks has dropped a new Pink Drink Bearista Cup — how to get yours today
                                                            If you survived the great Starbucks Bearista Cold Cup shortage of 2025, grab your emotional support water bottles, because we’re about to do it all over again.Starbucks just announced that it’s bringing back the notoriously viral, instantly sold-out bear glass, but this time, it’s getting a bright summer makeover. Enter: the Pink Bearista Glass Cold Cup.Inspired by the Pink Drink, this limited-edition cup is pretty much destined to break the internet (though all the Gilmore Girlies were probs to blame for the beanie version selling out so quickly). The new glass features the bear wearing a little pink hat and comes with a strawberry straw topper. I fear the Stanley Stans will be to blame for this sell-out.
        
            Mashable Trend Report
        
        
    


        
        
                                        
                
                                            Starbucks is bringing back its viral bear glass with a bright, pink summer makeover starting July 13.
                                                                Credit: Starbucks
                                    
                    
        
                                        
                
                                            The new Pink Drink-inspired Bearista cup features an adorable pink hat and a matching strawberry straw topper.
                                                                Credit: Starbucks
                                    
                    
    

If you don’t want to pay ridiculous reseller markups on eBay this time around, here’s a quick rundown on how and when to get one:
Brick-and-mortar: You should be able to purchase one in-store at select Starbucks coffeehouses on July 13. (Starbucks is enforcing a strict two-item purchase limit per customer.) The cups will be available in the U.S., Canada, Asia Pacific, Europe, the Middle East, and North Africa.Starbucks Shop: Starbucks Reserve members will get early access via the Starbucks Shop on July 9. Note: This is not the same thing as being a standard “Rewards member.” Reserve members are the highest tier of the Rewards program. (I’m a Gold status member myself.) Reserve status members earn 2,500 stars in a single year.May the odds be ever in your favor next month. Since I haven’t hit that coveted Reserve status yet, I’ll most likely be hitting up my local Starbucks until I can find one in stock.

                    
                                    #Starbucks #dropped #Pink #Drink #Bearista #Cup #today

Starbucks Bearista Cold Cup shortage of 2025, grab your emotional support water bottles, because we’re about to do it all over again.

Starbucks just announced that it’s bringing back the notoriously viral, instantly sold-out bear glass, but this time, it’s getting a bright summer makeover. Enter: the Pink Bearista Glass Cold Cup.

Inspired by the Pink Drink, this limited-edition cup is pretty much destined to break the internet (though all the Gilmore Girlies were probs to blame for the beanie version selling out so quickly). The new glass features the bear wearing a little pink hat and comes with a strawberry straw topper. I fear the Stanley Stans will be to blame for this sell-out.

Starbucks has dropped a new Pink Drink Bearista Cup — how to get yours today
                                                            If you survived the great Starbucks Bearista Cold Cup shortage of 2025, grab your emotional support water bottles, because we’re about to do it all over again.Starbucks just announced that it’s bringing back the notoriously viral, instantly sold-out bear glass, but this time, it’s getting a bright summer makeover. Enter: the Pink Bearista Glass Cold Cup.Inspired by the Pink Drink, this limited-edition cup is pretty much destined to break the internet (though all the Gilmore Girlies were probs to blame for the beanie version selling out so quickly). The new glass features the bear wearing a little pink hat and comes with a strawberry straw topper. I fear the Stanley Stans will be to blame for this sell-out.
        
            Mashable Trend Report
        
        
    


        
        
                                        
                
                                            Starbucks is bringing back its viral bear glass with a bright, pink summer makeover starting July 13.
                                                                Credit: Starbucks
                                    
                    
        
                                        
                
                                            The new Pink Drink-inspired Bearista cup features an adorable pink hat and a matching strawberry straw topper.
                                                                Credit: Starbucks
                                    
                    
    

If you don’t want to pay ridiculous reseller markups on eBay this time around, here’s a quick rundown on how and when to get one:
Brick-and-mortar: You should be able to purchase one in-store at select Starbucks coffeehouses on July 13. (Starbucks is enforcing a strict two-item purchase limit per customer.) The cups will be available in the U.S., Canada, Asia Pacific, Europe, the Middle East, and North Africa.Starbucks Shop: Starbucks Reserve members will get early access via the Starbucks Shop on July 9. Note: This is not the same thing as being a standard “Rewards member.” Reserve members are the highest tier of the Rewards program. (I’m a Gold status member myself.) Reserve status members earn 2,500 stars in a single year.May the odds be ever in your favor next month. Since I haven’t hit that coveted Reserve status yet, I’ll most likely be hitting up my local Starbucks until I can find one in stock.

                    
                                    #Starbucks #dropped #Pink #Drink #Bearista #Cup #today

Starbucks is bringing back its viral bear glass with a bright, pink summer makeover starting July 13. Credit: Starbucks

A promotional lifestyle photo showcasing the limited-edition Starbucks Pink Bearista Glass Cold Cup filled with a light pink beverage.

The new Pink Drink-inspired Bearista cup features an adorable pink hat and a matching strawberry straw topper. Credit: Starbucks

If you don’t want to pay ridiculous reseller markups on eBay this time around, here’s a quick rundown on how and when to get one:

  • Brick-and-mortar: You should be able to purchase one in-store at select Starbucks coffeehouses on July 13. (Starbucks is enforcing a strict two-item purchase limit per customer.) The cups will be available in the U.S., Canada, Asia Pacific, Europe, the Middle East, and North Africa.

  • Starbucks Shop: Starbucks Reserve members will get early access via the Starbucks Shop on July 9. Note: This is not the same thing as being a standard “Rewards member.” Reserve members are the highest tier of the Rewards program. (I’m a Gold status member myself.) Reserve status members earn 2,500 stars in a single year.

May the odds be ever in your favor next month. Since I haven’t hit that coveted Reserve status yet, I’ll most likely be hitting up my local Starbucks until I can find one in stock.

#Starbucks #dropped #Pink #Drink #Bearista #Cup #today">Starbucks has dropped a new Pink Drink Bearista Cup — how to get yours today

If you survived the great Starbucks Bearista Cold Cup shortage of 2025, grab your emotional support water bottles, because we’re about to do it all over again.

Starbucks just announced that it’s bringing back the notoriously viral, instantly sold-out bear glass, but this time, it’s getting a bright summer makeover. Enter: the Pink Bearista Glass Cold Cup.

Inspired by the Pink Drink, this limited-edition cup is pretty much destined to break the internet (though all the Gilmore Girlies were probs to blame for the beanie version selling out so quickly). The new glass features the bear wearing a little pink hat and comes with a strawberry straw topper. I fear the Stanley Stans will be to blame for this sell-out.

Starbucks has dropped a new Pink Drink Bearista Cup — how to get yours today
                                                            If you survived the great Starbucks Bearista Cold Cup shortage of 2025, grab your emotional support water bottles, because we’re about to do it all over again.Starbucks just announced that it’s bringing back the notoriously viral, instantly sold-out bear glass, but this time, it’s getting a bright summer makeover. Enter: the Pink Bearista Glass Cold Cup.Inspired by the Pink Drink, this limited-edition cup is pretty much destined to break the internet (though all the Gilmore Girlies were probs to blame for the beanie version selling out so quickly). The new glass features the bear wearing a little pink hat and comes with a strawberry straw topper. I fear the Stanley Stans will be to blame for this sell-out.
        
            Mashable Trend Report
        
        
    


        
        
                                        
                
                                            Starbucks is bringing back its viral bear glass with a bright, pink summer makeover starting July 13.
                                                                Credit: Starbucks
                                    
                    
        
                                        
                
                                            The new Pink Drink-inspired Bearista cup features an adorable pink hat and a matching strawberry straw topper.
                                                                Credit: Starbucks
                                    
                    
    

If you don’t want to pay ridiculous reseller markups on eBay this time around, here’s a quick rundown on how and when to get one:
Brick-and-mortar: You should be able to purchase one in-store at select Starbucks coffeehouses on July 13. (Starbucks is enforcing a strict two-item purchase limit per customer.) The cups will be available in the U.S., Canada, Asia Pacific, Europe, the Middle East, and North Africa.Starbucks Shop: Starbucks Reserve members will get early access via the Starbucks Shop on July 9. Note: This is not the same thing as being a standard “Rewards member.” Reserve members are the highest tier of the Rewards program. (I’m a Gold status member myself.) Reserve status members earn 2,500 stars in a single year.May the odds be ever in your favor next month. Since I haven’t hit that coveted Reserve status yet, I’ll most likely be hitting up my local Starbucks until I can find one in stock.

                    
                                    #Starbucks #dropped #Pink #Drink #Bearista #Cup #today

Starbucks is bringing back its viral bear glass with a bright, pink summer makeover starting July 13. Credit: Starbucks

A promotional lifestyle photo showcasing the limited-edition Starbucks Pink Bearista Glass Cold Cup filled with a light pink beverage.

The new Pink Drink-inspired Bearista cup features an adorable pink hat and a matching strawberry straw topper. Credit: Starbucks

If you don’t want to pay ridiculous reseller markups on eBay this time around, here’s a quick rundown on how and when to get one:

  • Brick-and-mortar: You should be able to purchase one in-store at select Starbucks coffeehouses on July 13. (Starbucks is enforcing a strict two-item purchase limit per customer.) The cups will be available in the U.S., Canada, Asia Pacific, Europe, the Middle East, and North Africa.

  • Starbucks Shop: Starbucks Reserve members will get early access via the Starbucks Shop on July 9. Note: This is not the same thing as being a standard “Rewards member.” Reserve members are the highest tier of the Rewards program. (I’m a Gold status member myself.) Reserve status members earn 2,500 stars in a single year.

May the odds be ever in your favor next month. Since I haven’t hit that coveted Reserve status yet, I’ll most likely be hitting up my local Starbucks until I can find one in stock.

#Starbucks #dropped #Pink #Drink #Bearista #Cup #today
Welcome back to TechCrunch Mobility, your hub for the future of transportation and now, more than ever, how AI is playing a part. To get this in your inbox, sign up here for free — just click TechCrunch Mobility!

I am back from vacation. What did I miss? Turns out, quite a lot — including the end of the Uber-Waymo partnership in Phoenix. Uber and Waymo still have robotaxi service partnerships in Atlanta and Austin. The question is not if, but when will these agreements end? But that isn’t the most intriguing question, in my opinion. I am far more intrigued by how these two companies will behave once the remaining partnerships end. 

There is already tension with Uber executives taking not-so-subtle shots at Waymo. I expect that once the partnerships end, these thinly veiled barbs will be replaced with more direct action. One battleground will be policy, specifically markets where robotaxi companies are angling to get access. 

This week, we saw another interesting development in the autonomous vehicle industry on the federal stage. National Highway Traffic Safety Administration administrator Jonathan Morrison issued a directive to autonomous vehicle developers, stating that it is unacceptable for their vehicles to interfere with first responders or law enforcement.

The money quote: “Let me be clear: the inability to detect and appropriately respond to such situations represents a functional insufficiency. Emergency scenes are not rare or extreme ‘edge cases.’ As such, NHTSA is today issuing a call to action for AV developers and operators to immediately focus their resources on fixing this issue.”

Morrison’s letter never calls out any one robotaxi company and it was sent to every AV developer listed in the Department of Transportation’s Standing General Order. But it sure seems like Morrison is directing the agency’s ire at Waymo.

A previous TechCrunch investigation found that Waymo — which operates the largest robotaxi fleet in the United States, with vehicles in cities such as Los Angeles, Phoenix, and San Francisco — has had repeated run-ins with first responders. And just this week, San Francisco supervisor Bilal Mahmood said he plans to submit a letter of inquiry to examine how autonomous vehicles affected public transit services and emergency responders following a July 4 fireworks show that resulted in massive gridlock. Local news outlets reported that numerous Waymo robotaxis had to be towed after running out of power during the lengthy traffic jam.

Morrison’s letter has gravitas. But will there be substantive consequences for AV developers? It’s hard to tell at this point. For now, the NHTSA has demanded companies present the agency with “solutions” by the end of the month.

One more news item from the feds. Take a look at the new 2026 Regulatory Plan and Unified Agenda, which was updated last week. It contains a long list of proposed changes to Federal Motor Vehicle Safety Standards (FMVSS) requirements, which govern vehicle design and equipment requirements. These proposed changes could help autonomous vehicle companies like Tesla and Zoox, which are developing vehicles without steering wheels, pedals, or other features required on human-driven cars.

A little bird

TechCrunch Mobility: A robotaxi ultimatum | TechCrunch
Welcome back to TechCrunch Mobility, your hub for the future of transportation and now, more than ever, how AI is playing a part. To get this in your inbox, sign up here for free — just click TechCrunch Mobility!

I am back from vacation. What did I miss? Turns out, quite a lot — including the end of the Uber-Waymo partnership in Phoenix. Uber and Waymo still have robotaxi service partnerships in Atlanta and Austin. The question is not if, but when will these agreements end? But that isn’t the most intriguing question, in my opinion. I am far more intrigued by how these two companies will behave once the remaining partnerships end. 







There is already tension with Uber executives taking not-so-subtle shots at Waymo. I expect that once the partnerships end, these thinly veiled barbs will be replaced with more direct action. One battleground will be policy, specifically markets where robotaxi companies are angling to get access. 

This week, we saw another interesting development in the autonomous vehicle industry on the federal stage. National Highway Traffic Safety Administration administrator Jonathan Morrison issued a directive to autonomous vehicle developers, stating that it is unacceptable for their vehicles to interfere with first responders or law enforcement.

The money quote: “Let me be clear: the inability to detect and appropriately respond to such situations represents a functional insufficiency. Emergency scenes are not rare or extreme ‘edge cases.’ As such, NHTSA is today issuing a call to action for AV developers and operators to immediately focus their resources on fixing this issue.”

Morrison’s letter never calls out any one robotaxi company and it was sent to every AV developer listed in the Department of Transportation’s Standing General Order. But it sure seems like Morrison is directing the agency’s ire at Waymo.

A previous TechCrunch investigation found that Waymo — which operates the largest robotaxi fleet in the United States, with vehicles in cities such as Los Angeles, Phoenix, and San Francisco — has had repeated run-ins with first responders. And just this week, San Francisco supervisor Bilal Mahmood said he plans to submit a letter of inquiry to examine how autonomous vehicles affected public transit services and emergency responders following a July 4 fireworks show that resulted in massive gridlock. Local news outlets reported that numerous Waymo robotaxis had to be towed after running out of power during the lengthy traffic jam.


Morrison’s letter has gravitas. But will there be substantive consequences for AV developers? It’s hard to tell at this point. For now, the NHTSA has demanded companies present the agency with “solutions” by the end of the month.

One more news item from the feds. Take a look at the new 2026 Regulatory Plan and Unified Agenda, which was updated last week. It contains a long list of proposed changes to Federal Motor Vehicle Safety Standards (FMVSS) requirements, which govern vehicle design and equipment requirements. These proposed changes could help autonomous vehicle companies like Tesla and Zoox, which are developing vehicles without steering wheels, pedals, or other features required on human-driven cars.

A little bird

Image Credits:Bryce Durbin

Got a tip for us? Email Kirsten Korosec at kirsten.korosec@techcrunch.com or my Signal at kkorosec.07, or email Sean O’Kane at sean.okane@techcrunch.com.

Deals!

Image Credits:Bryce Durbin

We usually focus on venture deals, but this week I wanted to highlight Rivian and the sale of 86.25 million Class A common shares priced at .50 each (that includes an added 11.25 million in additional shares that underwriters opted to buy).







In all, Rivian said it expects to raise .32 billion in new capital. The raise comes at a notable time for the EV maker. The company started delivering its new R2 SUV last month and recently raised its sales forecast for 2026. The company said it now expects to deliver between 65,000 and 70,000 vehicles after outperforming its own expectations in the second quarter due to robust growth quarter-over-quarter in EDV and R1, coupled with the introduction of R2 deliveries. 

The company didn’t explain the reason for the raise. But as a reminder, Rivian is not yet profitable and scaling up production of the R2 — or any vehicle for that matter — isn’t cheap!

Other deals that got my attention …

Bidbus, a Los Angeles-based startup that built a digital marketplace where multiple dealers can bid on a car, raised  million in a Series A funding round led by Ibex Investors. Mucker Capital, FJ Labs, Motley Fool Ventures, Data Point Capital, Walter Ventures, and the Car Dealership Guy’s Yossi Levi also participated.

Lyft said it plans to acquire Serveo’s bike-share business in Spain. Terms weren’t disclosed, but the ride-hailing company said it is expected to close this year.

TaiSan, a U.K. battery startup, raised £4.65 million in a seed funding round co-led by Eos Advisory and the Midlands Engine Investment Fund II. InnoEnergy, AFI Ventures, EverQuest Capital Partners, Exergon, Heartfelt Ventures, Adeline Arts & Science, Techmind, angel investor François Badelon, and matched funding from Innovate UK also participated.

Notable reads and other tidbits

Image Credits:Bryce Durbin

AssuranceAmerica, a U.S. insurance provider, confirmed a data breach that affected the personal information and driver’s license numbers of 6.9 million people, making it the largest known spill of Americans’ driver’s license information this year.

Beta Technologies, the electric vehicle takeoff and landing developer, completed operational flights conducted under the U.S. Department of Transportation and Federal Aviation Administration’s new eVTOL Integration Pilot Program. The flights covered about 275 nautical miles covering Virginia and Maryland. 







Longtime followers of Tesla will remember the heady days when Elon Musk battled various short sellers of the company’s stock. Musk is more polarizing than ever, and one exchange-traded fund creator has found a way to tap into that negative sentiment with two new anti-Elon exchange-traded funds. 

GM brand Chevrolet built an all-American EV truck. Senior reporter Tim De Chant asks, Why is nobody buying it? 

Manna Aero, the Ireland-based autonomous drone delivery startup, is scaling up in the United States with a factory and operations center in Tulsa, Oklahoma, that it says will employ 1,000 in the next few years. 

Slate Auto teamed up with Crayola to offer its EV truck and SUV customers vehicle wraps in five crayon colors. (Reminder: The basic Slate EV vehicle isn’t painted. Instead, it comes in a gray composite material that can be customized with a vehicle wrap. The company has hundreds of options to choose from.)

One more thing …

TechCrunch podcast Build Mode just launched its third season, and it’s a banger. Build Mode is hosted by Isabelle Johannessen, who heads TechCrunch’s Startup Battlefield program. Unlike Equity — the TC podcast I co-host along with Anthony Ha and Sean O’Kane — Build Mode is designed to help early-stage founders. 

The new season kicks off with Precursor Ventures founder and managing partner Charles Hudson, who talks about what early-stage founders need to know before raising their first institutional round.

Check it out: The new rules of early-stage fundraising with Charles Hudson.
When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.#TechCrunch #Mobility #robotaxi #ultimatum #TechCrunchElon Musk,Uber,Waymo,Rivian,robotaxi,techcrunch mobility
Image Credits:Bryce Durbin

Got a tip for us? Email Kirsten Korosec at kirsten.korosec@techcrunch.com or my Signal at kkorosec.07, or email Sean O’Kane at sean.okane@techcrunch.com.

Deals!

money the station
Image Credits:Bryce Durbin

We usually focus on venture deals, but this week I wanted to highlight Rivian and the sale of 86.25 million Class A common shares priced at $15.50 each (that includes an added 11.25 million in additional shares that underwriters opted to buy).

In all, Rivian said it expects to raise $1.32 billion in new capital. The raise comes at a notable time for the EV maker. The company started delivering its new R2 SUV last month and recently raised its sales forecast for 2026. The company said it now expects to deliver between 65,000 and 70,000 vehicles after outperforming its own expectations in the second quarter due to robust growth quarter-over-quarter in EDV and R1, coupled with the introduction of R2 deliveries. 

The company didn’t explain the reason for the raise. But as a reminder, Rivian is not yet profitable and scaling up production of the R2 — or any vehicle for that matter — isn’t cheap!

Other deals that got my attention …

Bidbus, a Los Angeles-based startup that built a digital marketplace where multiple dealers can bid on a car, raised $15 million in a Series A funding round led by Ibex Investors. Mucker Capital, FJ Labs, Motley Fool Ventures, Data Point Capital, Walter Ventures, and the Car Dealership Guy’s Yossi Levi also participated.

Lyft said it plans to acquire Serveo’s bike-share business in Spain. Terms weren’t disclosed, but the ride-hailing company said it is expected to close this year.

TaiSan, a U.K. battery startup, raised £4.65 million in a seed funding round co-led by Eos Advisory and the Midlands Engine Investment Fund II. InnoEnergy, AFI Ventures, EverQuest Capital Partners, Exergon, Heartfelt Ventures, Adeline Arts & Science, Techmind, angel investor François Badelon, and matched funding from Innovate UK also participated.

Notable reads and other tidbits

Image Credits:Bryce Durbin

AssuranceAmerica, a U.S. insurance provider, confirmed a data breach that affected the personal information and driver’s license numbers of 6.9 million people, making it the largest known spill of Americans’ driver’s license information this year.

Beta Technologies, the electric vehicle takeoff and landing developer, completed operational flights conducted under the U.S. Department of Transportation and Federal Aviation Administration’s new eVTOL Integration Pilot Program. The flights covered about 275 nautical miles covering Virginia and Maryland. 

Longtime followers of Tesla will remember the heady days when Elon Musk battled various short sellers of the company’s stock. Musk is more polarizing than ever, and one exchange-traded fund creator has found a way to tap into that negative sentiment with two new anti-Elon exchange-traded funds

GM brand Chevrolet built an all-American EV truck. Senior reporter Tim De Chant asks, Why is nobody buying it

Manna Aero, the Ireland-based autonomous drone delivery startup, is scaling up in the United States with a factory and operations center in Tulsa, Oklahoma, that it says will employ 1,000 in the next few years. 

Slate Auto teamed up with Crayola to offer its EV truck and SUV customers vehicle wraps in five crayon colors. (Reminder: The basic Slate EV vehicle isn’t painted. Instead, it comes in a gray composite material that can be customized with a vehicle wrap. The company has hundreds of options to choose from.)

One more thing …

TechCrunch podcast Build Mode just launched its third season, and it’s a banger. Build Mode is hosted by Isabelle Johannessen, who heads TechCrunch’s Startup Battlefield program. Unlike Equity — the TC podcast I co-host along with Anthony Ha and Sean O’Kane — Build Mode is designed to help early-stage founders. 

The new season kicks off with Precursor Ventures founder and managing partner Charles Hudson, who talks about what early-stage founders need to know before raising their first institutional round.

Check it out: The new rules of early-stage fundraising with Charles Hudson.

When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.

#TechCrunch #Mobility #robotaxi #ultimatum #TechCrunchElon Musk,Uber,Waymo,Rivian,robotaxi,techcrunch mobility">TechCrunch Mobility: A robotaxi ultimatum | TechCrunch
Welcome back to TechCrunch Mobility, your hub for the future of transportation and now, more than ever, how AI is playing a part. To get this in your inbox, sign up here for free — just click TechCrunch Mobility!

I am back from vacation. What did I miss? Turns out, quite a lot — including the end of the Uber-Waymo partnership in Phoenix. Uber and Waymo still have robotaxi service partnerships in Atlanta and Austin. The question is not if, but when will these agreements end? But that isn’t the most intriguing question, in my opinion. I am far more intrigued by how these two companies will behave once the remaining partnerships end. 







There is already tension with Uber executives taking not-so-subtle shots at Waymo. I expect that once the partnerships end, these thinly veiled barbs will be replaced with more direct action. One battleground will be policy, specifically markets where robotaxi companies are angling to get access. 

This week, we saw another interesting development in the autonomous vehicle industry on the federal stage. National Highway Traffic Safety Administration administrator Jonathan Morrison issued a directive to autonomous vehicle developers, stating that it is unacceptable for their vehicles to interfere with first responders or law enforcement.

The money quote: “Let me be clear: the inability to detect and appropriately respond to such situations represents a functional insufficiency. Emergency scenes are not rare or extreme ‘edge cases.’ As such, NHTSA is today issuing a call to action for AV developers and operators to immediately focus their resources on fixing this issue.”

Morrison’s letter never calls out any one robotaxi company and it was sent to every AV developer listed in the Department of Transportation’s Standing General Order. But it sure seems like Morrison is directing the agency’s ire at Waymo.

A previous TechCrunch investigation found that Waymo — which operates the largest robotaxi fleet in the United States, with vehicles in cities such as Los Angeles, Phoenix, and San Francisco — has had repeated run-ins with first responders. And just this week, San Francisco supervisor Bilal Mahmood said he plans to submit a letter of inquiry to examine how autonomous vehicles affected public transit services and emergency responders following a July 4 fireworks show that resulted in massive gridlock. Local news outlets reported that numerous Waymo robotaxis had to be towed after running out of power during the lengthy traffic jam.


Morrison’s letter has gravitas. But will there be substantive consequences for AV developers? It’s hard to tell at this point. For now, the NHTSA has demanded companies present the agency with “solutions” by the end of the month.

One more news item from the feds. Take a look at the new 2026 Regulatory Plan and Unified Agenda, which was updated last week. It contains a long list of proposed changes to Federal Motor Vehicle Safety Standards (FMVSS) requirements, which govern vehicle design and equipment requirements. These proposed changes could help autonomous vehicle companies like Tesla and Zoox, which are developing vehicles without steering wheels, pedals, or other features required on human-driven cars.

A little bird

Image Credits:Bryce Durbin

Got a tip for us? Email Kirsten Korosec at kirsten.korosec@techcrunch.com or my Signal at kkorosec.07, or email Sean O’Kane at sean.okane@techcrunch.com.

Deals!

Image Credits:Bryce Durbin

We usually focus on venture deals, but this week I wanted to highlight Rivian and the sale of 86.25 million Class A common shares priced at .50 each (that includes an added 11.25 million in additional shares that underwriters opted to buy).







In all, Rivian said it expects to raise .32 billion in new capital. The raise comes at a notable time for the EV maker. The company started delivering its new R2 SUV last month and recently raised its sales forecast for 2026. The company said it now expects to deliver between 65,000 and 70,000 vehicles after outperforming its own expectations in the second quarter due to robust growth quarter-over-quarter in EDV and R1, coupled with the introduction of R2 deliveries. 

The company didn’t explain the reason for the raise. But as a reminder, Rivian is not yet profitable and scaling up production of the R2 — or any vehicle for that matter — isn’t cheap!

Other deals that got my attention …

Bidbus, a Los Angeles-based startup that built a digital marketplace where multiple dealers can bid on a car, raised  million in a Series A funding round led by Ibex Investors. Mucker Capital, FJ Labs, Motley Fool Ventures, Data Point Capital, Walter Ventures, and the Car Dealership Guy’s Yossi Levi also participated.

Lyft said it plans to acquire Serveo’s bike-share business in Spain. Terms weren’t disclosed, but the ride-hailing company said it is expected to close this year.

TaiSan, a U.K. battery startup, raised £4.65 million in a seed funding round co-led by Eos Advisory and the Midlands Engine Investment Fund II. InnoEnergy, AFI Ventures, EverQuest Capital Partners, Exergon, Heartfelt Ventures, Adeline Arts & Science, Techmind, angel investor François Badelon, and matched funding from Innovate UK also participated.

Notable reads and other tidbits

Image Credits:Bryce Durbin

AssuranceAmerica, a U.S. insurance provider, confirmed a data breach that affected the personal information and driver’s license numbers of 6.9 million people, making it the largest known spill of Americans’ driver’s license information this year.

Beta Technologies, the electric vehicle takeoff and landing developer, completed operational flights conducted under the U.S. Department of Transportation and Federal Aviation Administration’s new eVTOL Integration Pilot Program. The flights covered about 275 nautical miles covering Virginia and Maryland. 







Longtime followers of Tesla will remember the heady days when Elon Musk battled various short sellers of the company’s stock. Musk is more polarizing than ever, and one exchange-traded fund creator has found a way to tap into that negative sentiment with two new anti-Elon exchange-traded funds. 

GM brand Chevrolet built an all-American EV truck. Senior reporter Tim De Chant asks, Why is nobody buying it? 

Manna Aero, the Ireland-based autonomous drone delivery startup, is scaling up in the United States with a factory and operations center in Tulsa, Oklahoma, that it says will employ 1,000 in the next few years. 

Slate Auto teamed up with Crayola to offer its EV truck and SUV customers vehicle wraps in five crayon colors. (Reminder: The basic Slate EV vehicle isn’t painted. Instead, it comes in a gray composite material that can be customized with a vehicle wrap. The company has hundreds of options to choose from.)

One more thing …

TechCrunch podcast Build Mode just launched its third season, and it’s a banger. Build Mode is hosted by Isabelle Johannessen, who heads TechCrunch’s Startup Battlefield program. Unlike Equity — the TC podcast I co-host along with Anthony Ha and Sean O’Kane — Build Mode is designed to help early-stage founders. 

The new season kicks off with Precursor Ventures founder and managing partner Charles Hudson, who talks about what early-stage founders need to know before raising their first institutional round.

Check it out: The new rules of early-stage fundraising with Charles Hudson.
When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.#TechCrunch #Mobility #robotaxi #ultimatum #TechCrunchElon Musk,Uber,Waymo,Rivian,robotaxi,techcrunch mobility

TechCrunch Mobility!

I am back from vacation. What did I miss? Turns out, quite a lot — including the end of the Uber-Waymo partnership in Phoenix. Uber and Waymo still have robotaxi service partnerships in Atlanta and Austin. The question is not if, but when will these agreements end? But that isn’t the most intriguing question, in my opinion. I am far more intrigued by how these two companies will behave once the remaining partnerships end. 

There is already tension with Uber executives taking not-so-subtle shots at Waymo. I expect that once the partnerships end, these thinly veiled barbs will be replaced with more direct action. One battleground will be policy, specifically markets where robotaxi companies are angling to get access. 

This week, we saw another interesting development in the autonomous vehicle industry on the federal stage. National Highway Traffic Safety Administration administrator Jonathan Morrison issued a directive to autonomous vehicle developers, stating that it is unacceptable for their vehicles to interfere with first responders or law enforcement.

The money quote: “Let me be clear: the inability to detect and appropriately respond to such situations represents a functional insufficiency. Emergency scenes are not rare or extreme ‘edge cases.’ As such, NHTSA is today issuing a call to action for AV developers and operators to immediately focus their resources on fixing this issue.”

Morrison’s letter never calls out any one robotaxi company and it was sent to every AV developer listed in the Department of Transportation’s Standing General Order. But it sure seems like Morrison is directing the agency’s ire at Waymo.

A previous TechCrunch investigation found that Waymo — which operates the largest robotaxi fleet in the United States, with vehicles in cities such as Los Angeles, Phoenix, and San Francisco — has had repeated run-ins with first responders. And just this week, San Francisco supervisor Bilal Mahmood said he plans to submit a letter of inquiry to examine how autonomous vehicles affected public transit services and emergency responders following a July 4 fireworks show that resulted in massive gridlock. Local news outlets reported that numerous Waymo robotaxis had to be towed after running out of power during the lengthy traffic jam.

Morrison’s letter has gravitas. But will there be substantive consequences for AV developers? It’s hard to tell at this point. For now, the NHTSA has demanded companies present the agency with “solutions” by the end of the month.

One more news item from the feds. Take a look at the new 2026 Regulatory Plan and Unified Agenda, which was updated last week. It contains a long list of proposed changes to Federal Motor Vehicle Safety Standards (FMVSS) requirements, which govern vehicle design and equipment requirements. These proposed changes could help autonomous vehicle companies like Tesla and Zoox, which are developing vehicles without steering wheels, pedals, or other features required on human-driven cars.

A little bird

TechCrunch Mobility: A robotaxi ultimatum | TechCrunch
Welcome back to TechCrunch Mobility, your hub for the future of transportation and now, more than ever, how AI is playing a part. To get this in your inbox, sign up here for free — just click TechCrunch Mobility!

I am back from vacation. What did I miss? Turns out, quite a lot — including the end of the Uber-Waymo partnership in Phoenix. Uber and Waymo still have robotaxi service partnerships in Atlanta and Austin. The question is not if, but when will these agreements end? But that isn’t the most intriguing question, in my opinion. I am far more intrigued by how these two companies will behave once the remaining partnerships end. 







There is already tension with Uber executives taking not-so-subtle shots at Waymo. I expect that once the partnerships end, these thinly veiled barbs will be replaced with more direct action. One battleground will be policy, specifically markets where robotaxi companies are angling to get access. 

This week, we saw another interesting development in the autonomous vehicle industry on the federal stage. National Highway Traffic Safety Administration administrator Jonathan Morrison issued a directive to autonomous vehicle developers, stating that it is unacceptable for their vehicles to interfere with first responders or law enforcement.

The money quote: “Let me be clear: the inability to detect and appropriately respond to such situations represents a functional insufficiency. Emergency scenes are not rare or extreme ‘edge cases.’ As such, NHTSA is today issuing a call to action for AV developers and operators to immediately focus their resources on fixing this issue.”

Morrison’s letter never calls out any one robotaxi company and it was sent to every AV developer listed in the Department of Transportation’s Standing General Order. But it sure seems like Morrison is directing the agency’s ire at Waymo.

A previous TechCrunch investigation found that Waymo — which operates the largest robotaxi fleet in the United States, with vehicles in cities such as Los Angeles, Phoenix, and San Francisco — has had repeated run-ins with first responders. And just this week, San Francisco supervisor Bilal Mahmood said he plans to submit a letter of inquiry to examine how autonomous vehicles affected public transit services and emergency responders following a July 4 fireworks show that resulted in massive gridlock. Local news outlets reported that numerous Waymo robotaxis had to be towed after running out of power during the lengthy traffic jam.


Morrison’s letter has gravitas. But will there be substantive consequences for AV developers? It’s hard to tell at this point. For now, the NHTSA has demanded companies present the agency with “solutions” by the end of the month.

One more news item from the feds. Take a look at the new 2026 Regulatory Plan and Unified Agenda, which was updated last week. It contains a long list of proposed changes to Federal Motor Vehicle Safety Standards (FMVSS) requirements, which govern vehicle design and equipment requirements. These proposed changes could help autonomous vehicle companies like Tesla and Zoox, which are developing vehicles without steering wheels, pedals, or other features required on human-driven cars.

A little bird

Image Credits:Bryce Durbin

Got a tip for us? Email Kirsten Korosec at kirsten.korosec@techcrunch.com or my Signal at kkorosec.07, or email Sean O’Kane at sean.okane@techcrunch.com.

Deals!

Image Credits:Bryce Durbin

We usually focus on venture deals, but this week I wanted to highlight Rivian and the sale of 86.25 million Class A common shares priced at .50 each (that includes an added 11.25 million in additional shares that underwriters opted to buy).







In all, Rivian said it expects to raise .32 billion in new capital. The raise comes at a notable time for the EV maker. The company started delivering its new R2 SUV last month and recently raised its sales forecast for 2026. The company said it now expects to deliver between 65,000 and 70,000 vehicles after outperforming its own expectations in the second quarter due to robust growth quarter-over-quarter in EDV and R1, coupled with the introduction of R2 deliveries. 

The company didn’t explain the reason for the raise. But as a reminder, Rivian is not yet profitable and scaling up production of the R2 — or any vehicle for that matter — isn’t cheap!

Other deals that got my attention …

Bidbus, a Los Angeles-based startup that built a digital marketplace where multiple dealers can bid on a car, raised  million in a Series A funding round led by Ibex Investors. Mucker Capital, FJ Labs, Motley Fool Ventures, Data Point Capital, Walter Ventures, and the Car Dealership Guy’s Yossi Levi also participated.

Lyft said it plans to acquire Serveo’s bike-share business in Spain. Terms weren’t disclosed, but the ride-hailing company said it is expected to close this year.

TaiSan, a U.K. battery startup, raised £4.65 million in a seed funding round co-led by Eos Advisory and the Midlands Engine Investment Fund II. InnoEnergy, AFI Ventures, EverQuest Capital Partners, Exergon, Heartfelt Ventures, Adeline Arts & Science, Techmind, angel investor François Badelon, and matched funding from Innovate UK also participated.

Notable reads and other tidbits

Image Credits:Bryce Durbin

AssuranceAmerica, a U.S. insurance provider, confirmed a data breach that affected the personal information and driver’s license numbers of 6.9 million people, making it the largest known spill of Americans’ driver’s license information this year.

Beta Technologies, the electric vehicle takeoff and landing developer, completed operational flights conducted under the U.S. Department of Transportation and Federal Aviation Administration’s new eVTOL Integration Pilot Program. The flights covered about 275 nautical miles covering Virginia and Maryland. 







Longtime followers of Tesla will remember the heady days when Elon Musk battled various short sellers of the company’s stock. Musk is more polarizing than ever, and one exchange-traded fund creator has found a way to tap into that negative sentiment with two new anti-Elon exchange-traded funds. 

GM brand Chevrolet built an all-American EV truck. Senior reporter Tim De Chant asks, Why is nobody buying it? 

Manna Aero, the Ireland-based autonomous drone delivery startup, is scaling up in the United States with a factory and operations center in Tulsa, Oklahoma, that it says will employ 1,000 in the next few years. 

Slate Auto teamed up with Crayola to offer its EV truck and SUV customers vehicle wraps in five crayon colors. (Reminder: The basic Slate EV vehicle isn’t painted. Instead, it comes in a gray composite material that can be customized with a vehicle wrap. The company has hundreds of options to choose from.)

One more thing …

TechCrunch podcast Build Mode just launched its third season, and it’s a banger. Build Mode is hosted by Isabelle Johannessen, who heads TechCrunch’s Startup Battlefield program. Unlike Equity — the TC podcast I co-host along with Anthony Ha and Sean O’Kane — Build Mode is designed to help early-stage founders. 

The new season kicks off with Precursor Ventures founder and managing partner Charles Hudson, who talks about what early-stage founders need to know before raising their first institutional round.

Check it out: The new rules of early-stage fundraising with Charles Hudson.
When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.#TechCrunch #Mobility #robotaxi #ultimatum #TechCrunchElon Musk,Uber,Waymo,Rivian,robotaxi,techcrunch mobility
Image Credits:Bryce Durbin

Got a tip for us? Email Kirsten Korosec at kirsten.korosec@techcrunch.com or my Signal at kkorosec.07, or email Sean O’Kane at sean.okane@techcrunch.com.

Deals!

money the station
Image Credits:Bryce Durbin

We usually focus on venture deals, but this week I wanted to highlight Rivian and the sale of 86.25 million Class A common shares priced at $15.50 each (that includes an added 11.25 million in additional shares that underwriters opted to buy).

In all, Rivian said it expects to raise $1.32 billion in new capital. The raise comes at a notable time for the EV maker. The company started delivering its new R2 SUV last month and recently raised its sales forecast for 2026. The company said it now expects to deliver between 65,000 and 70,000 vehicles after outperforming its own expectations in the second quarter due to robust growth quarter-over-quarter in EDV and R1, coupled with the introduction of R2 deliveries. 

The company didn’t explain the reason for the raise. But as a reminder, Rivian is not yet profitable and scaling up production of the R2 — or any vehicle for that matter — isn’t cheap!

Other deals that got my attention …

Bidbus, a Los Angeles-based startup that built a digital marketplace where multiple dealers can bid on a car, raised $15 million in a Series A funding round led by Ibex Investors. Mucker Capital, FJ Labs, Motley Fool Ventures, Data Point Capital, Walter Ventures, and the Car Dealership Guy’s Yossi Levi also participated.

Lyft said it plans to acquire Serveo’s bike-share business in Spain. Terms weren’t disclosed, but the ride-hailing company said it is expected to close this year.

TaiSan, a U.K. battery startup, raised £4.65 million in a seed funding round co-led by Eos Advisory and the Midlands Engine Investment Fund II. InnoEnergy, AFI Ventures, EverQuest Capital Partners, Exergon, Heartfelt Ventures, Adeline Arts & Science, Techmind, angel investor François Badelon, and matched funding from Innovate UK also participated.

Notable reads and other tidbits

Image Credits:Bryce Durbin

AssuranceAmerica, a U.S. insurance provider, confirmed a data breach that affected the personal information and driver’s license numbers of 6.9 million people, making it the largest known spill of Americans’ driver’s license information this year.

Beta Technologies, the electric vehicle takeoff and landing developer, completed operational flights conducted under the U.S. Department of Transportation and Federal Aviation Administration’s new eVTOL Integration Pilot Program. The flights covered about 275 nautical miles covering Virginia and Maryland. 

Longtime followers of Tesla will remember the heady days when Elon Musk battled various short sellers of the company’s stock. Musk is more polarizing than ever, and one exchange-traded fund creator has found a way to tap into that negative sentiment with two new anti-Elon exchange-traded funds

GM brand Chevrolet built an all-American EV truck. Senior reporter Tim De Chant asks, Why is nobody buying it

Manna Aero, the Ireland-based autonomous drone delivery startup, is scaling up in the United States with a factory and operations center in Tulsa, Oklahoma, that it says will employ 1,000 in the next few years. 

Slate Auto teamed up with Crayola to offer its EV truck and SUV customers vehicle wraps in five crayon colors. (Reminder: The basic Slate EV vehicle isn’t painted. Instead, it comes in a gray composite material that can be customized with a vehicle wrap. The company has hundreds of options to choose from.)

One more thing …

TechCrunch podcast Build Mode just launched its third season, and it’s a banger. Build Mode is hosted by Isabelle Johannessen, who heads TechCrunch’s Startup Battlefield program. Unlike Equity — the TC podcast I co-host along with Anthony Ha and Sean O’Kane — Build Mode is designed to help early-stage founders. 

The new season kicks off with Precursor Ventures founder and managing partner Charles Hudson, who talks about what early-stage founders need to know before raising their first institutional round.

Check it out: The new rules of early-stage fundraising with Charles Hudson.

When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.

#TechCrunch #Mobility #robotaxi #ultimatum #TechCrunchElon Musk,Uber,Waymo,Rivian,robotaxi,techcrunch mobility">TechCrunch Mobility: A robotaxi ultimatum | TechCrunch

Welcome back to TechCrunch Mobility, your hub for the future of transportation and now, more than ever, how AI is playing a part. To get this in your inbox, sign up here for free — just click TechCrunch Mobility!

I am back from vacation. What did I miss? Turns out, quite a lot — including the end of the Uber-Waymo partnership in Phoenix. Uber and Waymo still have robotaxi service partnerships in Atlanta and Austin. The question is not if, but when will these agreements end? But that isn’t the most intriguing question, in my opinion. I am far more intrigued by how these two companies will behave once the remaining partnerships end. 

There is already tension with Uber executives taking not-so-subtle shots at Waymo. I expect that once the partnerships end, these thinly veiled barbs will be replaced with more direct action. One battleground will be policy, specifically markets where robotaxi companies are angling to get access. 

This week, we saw another interesting development in the autonomous vehicle industry on the federal stage. National Highway Traffic Safety Administration administrator Jonathan Morrison issued a directive to autonomous vehicle developers, stating that it is unacceptable for their vehicles to interfere with first responders or law enforcement.

The money quote: “Let me be clear: the inability to detect and appropriately respond to such situations represents a functional insufficiency. Emergency scenes are not rare or extreme ‘edge cases.’ As such, NHTSA is today issuing a call to action for AV developers and operators to immediately focus their resources on fixing this issue.”

Morrison’s letter never calls out any one robotaxi company and it was sent to every AV developer listed in the Department of Transportation’s Standing General Order. But it sure seems like Morrison is directing the agency’s ire at Waymo.

A previous TechCrunch investigation found that Waymo — which operates the largest robotaxi fleet in the United States, with vehicles in cities such as Los Angeles, Phoenix, and San Francisco — has had repeated run-ins with first responders. And just this week, San Francisco supervisor Bilal Mahmood said he plans to submit a letter of inquiry to examine how autonomous vehicles affected public transit services and emergency responders following a July 4 fireworks show that resulted in massive gridlock. Local news outlets reported that numerous Waymo robotaxis had to be towed after running out of power during the lengthy traffic jam.

Morrison’s letter has gravitas. But will there be substantive consequences for AV developers? It’s hard to tell at this point. For now, the NHTSA has demanded companies present the agency with “solutions” by the end of the month.

One more news item from the feds. Take a look at the new 2026 Regulatory Plan and Unified Agenda, which was updated last week. It contains a long list of proposed changes to Federal Motor Vehicle Safety Standards (FMVSS) requirements, which govern vehicle design and equipment requirements. These proposed changes could help autonomous vehicle companies like Tesla and Zoox, which are developing vehicles without steering wheels, pedals, or other features required on human-driven cars.

A little bird

TechCrunch Mobility: A robotaxi ultimatum | TechCrunch
Welcome back to TechCrunch Mobility, your hub for the future of transportation and now, more than ever, how AI is playing a part. To get this in your inbox, sign up here for free — just click TechCrunch Mobility!

I am back from vacation. What did I miss? Turns out, quite a lot — including the end of the Uber-Waymo partnership in Phoenix. Uber and Waymo still have robotaxi service partnerships in Atlanta and Austin. The question is not if, but when will these agreements end? But that isn’t the most intriguing question, in my opinion. I am far more intrigued by how these two companies will behave once the remaining partnerships end. 







There is already tension with Uber executives taking not-so-subtle shots at Waymo. I expect that once the partnerships end, these thinly veiled barbs will be replaced with more direct action. One battleground will be policy, specifically markets where robotaxi companies are angling to get access. 

This week, we saw another interesting development in the autonomous vehicle industry on the federal stage. National Highway Traffic Safety Administration administrator Jonathan Morrison issued a directive to autonomous vehicle developers, stating that it is unacceptable for their vehicles to interfere with first responders or law enforcement.

The money quote: “Let me be clear: the inability to detect and appropriately respond to such situations represents a functional insufficiency. Emergency scenes are not rare or extreme ‘edge cases.’ As such, NHTSA is today issuing a call to action for AV developers and operators to immediately focus their resources on fixing this issue.”

Morrison’s letter never calls out any one robotaxi company and it was sent to every AV developer listed in the Department of Transportation’s Standing General Order. But it sure seems like Morrison is directing the agency’s ire at Waymo.

A previous TechCrunch investigation found that Waymo — which operates the largest robotaxi fleet in the United States, with vehicles in cities such as Los Angeles, Phoenix, and San Francisco — has had repeated run-ins with first responders. And just this week, San Francisco supervisor Bilal Mahmood said he plans to submit a letter of inquiry to examine how autonomous vehicles affected public transit services and emergency responders following a July 4 fireworks show that resulted in massive gridlock. Local news outlets reported that numerous Waymo robotaxis had to be towed after running out of power during the lengthy traffic jam.


Morrison’s letter has gravitas. But will there be substantive consequences for AV developers? It’s hard to tell at this point. For now, the NHTSA has demanded companies present the agency with “solutions” by the end of the month.

One more news item from the feds. Take a look at the new 2026 Regulatory Plan and Unified Agenda, which was updated last week. It contains a long list of proposed changes to Federal Motor Vehicle Safety Standards (FMVSS) requirements, which govern vehicle design and equipment requirements. These proposed changes could help autonomous vehicle companies like Tesla and Zoox, which are developing vehicles without steering wheels, pedals, or other features required on human-driven cars.

A little bird

Image Credits:Bryce Durbin

Got a tip for us? Email Kirsten Korosec at kirsten.korosec@techcrunch.com or my Signal at kkorosec.07, or email Sean O’Kane at sean.okane@techcrunch.com.

Deals!

Image Credits:Bryce Durbin

We usually focus on venture deals, but this week I wanted to highlight Rivian and the sale of 86.25 million Class A common shares priced at .50 each (that includes an added 11.25 million in additional shares that underwriters opted to buy).







In all, Rivian said it expects to raise .32 billion in new capital. The raise comes at a notable time for the EV maker. The company started delivering its new R2 SUV last month and recently raised its sales forecast for 2026. The company said it now expects to deliver between 65,000 and 70,000 vehicles after outperforming its own expectations in the second quarter due to robust growth quarter-over-quarter in EDV and R1, coupled with the introduction of R2 deliveries. 

The company didn’t explain the reason for the raise. But as a reminder, Rivian is not yet profitable and scaling up production of the R2 — or any vehicle for that matter — isn’t cheap!

Other deals that got my attention …

Bidbus, a Los Angeles-based startup that built a digital marketplace where multiple dealers can bid on a car, raised  million in a Series A funding round led by Ibex Investors. Mucker Capital, FJ Labs, Motley Fool Ventures, Data Point Capital, Walter Ventures, and the Car Dealership Guy’s Yossi Levi also participated.

Lyft said it plans to acquire Serveo’s bike-share business in Spain. Terms weren’t disclosed, but the ride-hailing company said it is expected to close this year.

TaiSan, a U.K. battery startup, raised £4.65 million in a seed funding round co-led by Eos Advisory and the Midlands Engine Investment Fund II. InnoEnergy, AFI Ventures, EverQuest Capital Partners, Exergon, Heartfelt Ventures, Adeline Arts & Science, Techmind, angel investor François Badelon, and matched funding from Innovate UK also participated.

Notable reads and other tidbits

Image Credits:Bryce Durbin

AssuranceAmerica, a U.S. insurance provider, confirmed a data breach that affected the personal information and driver’s license numbers of 6.9 million people, making it the largest known spill of Americans’ driver’s license information this year.

Beta Technologies, the electric vehicle takeoff and landing developer, completed operational flights conducted under the U.S. Department of Transportation and Federal Aviation Administration’s new eVTOL Integration Pilot Program. The flights covered about 275 nautical miles covering Virginia and Maryland. 







Longtime followers of Tesla will remember the heady days when Elon Musk battled various short sellers of the company’s stock. Musk is more polarizing than ever, and one exchange-traded fund creator has found a way to tap into that negative sentiment with two new anti-Elon exchange-traded funds. 

GM brand Chevrolet built an all-American EV truck. Senior reporter Tim De Chant asks, Why is nobody buying it? 

Manna Aero, the Ireland-based autonomous drone delivery startup, is scaling up in the United States with a factory and operations center in Tulsa, Oklahoma, that it says will employ 1,000 in the next few years. 

Slate Auto teamed up with Crayola to offer its EV truck and SUV customers vehicle wraps in five crayon colors. (Reminder: The basic Slate EV vehicle isn’t painted. Instead, it comes in a gray composite material that can be customized with a vehicle wrap. The company has hundreds of options to choose from.)

One more thing …

TechCrunch podcast Build Mode just launched its third season, and it’s a banger. Build Mode is hosted by Isabelle Johannessen, who heads TechCrunch’s Startup Battlefield program. Unlike Equity — the TC podcast I co-host along with Anthony Ha and Sean O’Kane — Build Mode is designed to help early-stage founders. 

The new season kicks off with Precursor Ventures founder and managing partner Charles Hudson, who talks about what early-stage founders need to know before raising their first institutional round.

Check it out: The new rules of early-stage fundraising with Charles Hudson.
When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.#TechCrunch #Mobility #robotaxi #ultimatum #TechCrunchElon Musk,Uber,Waymo,Rivian,robotaxi,techcrunch mobility
Image Credits:Bryce Durbin

Got a tip for us? Email Kirsten Korosec at kirsten.korosec@techcrunch.com or my Signal at kkorosec.07, or email Sean O’Kane at sean.okane@techcrunch.com.

Deals!

money the station
Image Credits:Bryce Durbin

We usually focus on venture deals, but this week I wanted to highlight Rivian and the sale of 86.25 million Class A common shares priced at $15.50 each (that includes an added 11.25 million in additional shares that underwriters opted to buy).

In all, Rivian said it expects to raise $1.32 billion in new capital. The raise comes at a notable time for the EV maker. The company started delivering its new R2 SUV last month and recently raised its sales forecast for 2026. The company said it now expects to deliver between 65,000 and 70,000 vehicles after outperforming its own expectations in the second quarter due to robust growth quarter-over-quarter in EDV and R1, coupled with the introduction of R2 deliveries. 

The company didn’t explain the reason for the raise. But as a reminder, Rivian is not yet profitable and scaling up production of the R2 — or any vehicle for that matter — isn’t cheap!

Other deals that got my attention …

Bidbus, a Los Angeles-based startup that built a digital marketplace where multiple dealers can bid on a car, raised $15 million in a Series A funding round led by Ibex Investors. Mucker Capital, FJ Labs, Motley Fool Ventures, Data Point Capital, Walter Ventures, and the Car Dealership Guy’s Yossi Levi also participated.

Lyft said it plans to acquire Serveo’s bike-share business in Spain. Terms weren’t disclosed, but the ride-hailing company said it is expected to close this year.

TaiSan, a U.K. battery startup, raised £4.65 million in a seed funding round co-led by Eos Advisory and the Midlands Engine Investment Fund II. InnoEnergy, AFI Ventures, EverQuest Capital Partners, Exergon, Heartfelt Ventures, Adeline Arts & Science, Techmind, angel investor François Badelon, and matched funding from Innovate UK also participated.

Notable reads and other tidbits

Image Credits:Bryce Durbin

AssuranceAmerica, a U.S. insurance provider, confirmed a data breach that affected the personal information and driver’s license numbers of 6.9 million people, making it the largest known spill of Americans’ driver’s license information this year.

Beta Technologies, the electric vehicle takeoff and landing developer, completed operational flights conducted under the U.S. Department of Transportation and Federal Aviation Administration’s new eVTOL Integration Pilot Program. The flights covered about 275 nautical miles covering Virginia and Maryland. 

Longtime followers of Tesla will remember the heady days when Elon Musk battled various short sellers of the company’s stock. Musk is more polarizing than ever, and one exchange-traded fund creator has found a way to tap into that negative sentiment with two new anti-Elon exchange-traded funds

GM brand Chevrolet built an all-American EV truck. Senior reporter Tim De Chant asks, Why is nobody buying it

Manna Aero, the Ireland-based autonomous drone delivery startup, is scaling up in the United States with a factory and operations center in Tulsa, Oklahoma, that it says will employ 1,000 in the next few years. 

Slate Auto teamed up with Crayola to offer its EV truck and SUV customers vehicle wraps in five crayon colors. (Reminder: The basic Slate EV vehicle isn’t painted. Instead, it comes in a gray composite material that can be customized with a vehicle wrap. The company has hundreds of options to choose from.)

One more thing …

TechCrunch podcast Build Mode just launched its third season, and it’s a banger. Build Mode is hosted by Isabelle Johannessen, who heads TechCrunch’s Startup Battlefield program. Unlike Equity — the TC podcast I co-host along with Anthony Ha and Sean O’Kane — Build Mode is designed to help early-stage founders. 

The new season kicks off with Precursor Ventures founder and managing partner Charles Hudson, who talks about what early-stage founders need to know before raising their first institutional round.

Check it out: The new rules of early-stage fundraising with Charles Hudson.

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