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Fake Protest Videos Are the Latest AI Slop to Go Viral in MAGA World

Fake Protest Videos Are the Latest AI Slop to Go Viral in MAGA World

Last week, OpenAI released Sora 2, the latest version of its AI video creator, along with a new Sora app for making and sharing those videos. The new tool has led to an explosion in realistic AI videos on social media, including plenty of fresh discussion about intellectual property rights. But one of the oddest things to emerge with Sora 2 is a new crop of videos showing AI protesters.

These aren’t just any protest videos. Specifically, supporters of President Donald Trump appear to be making videos of protesters being brutalized by the federal agents and troops who have been sent to U.S. cities. Trump has most recently tried to deploy National Guard troops to Portland and Chicago, and while those deployments have been delayed by the courts, those cities are still crawling with ICE agents terrorizing immigrant communities.

One of the new fake protester videos, which has over 40 million views on Instagram, shows someone clad in black shouting in the face of a soldier dressed in fatigues.

“What’s your name, soldier?” the AI protester yells repeatedly. The text on the screen reads “wait for it” before the AI soldier sprays the protester with orange pepper spray, yelling back “Sergeant Pepper.”

The video has been shared on several platforms, including TikTok and X, where many people don’t seem to understand it’s AI. The actor James Woods, a Trump supporter who frequently shares right-wing memes on X, wrote on Tuesday about the video, “Couldn’t get better than this. Haiku-level brilliant.” Many of the comments seem to be just as oblivious to the fact that it’s AI.

Another video that’s become popular on Facebook, Instagram, and X shows AI protesters shouting “no queso, no cheese,” apparently a racist riff on the common protest chant “no justice, no peace.” The AI protesters in the video are also sprayed with a chemical agent.

The video has gotten over 1.5 million views on X alone, with the caption, “Lmfao, that was beautiful and before you ask I voted 100 for this!!”

The phrase “I voted for this” has become a common thing for far-right supporters of Trump to say when something particularly brutal has happened to their political opponents.

The Instagram version of the video includes the caption “Liberals acting like clowns – got treated like clowns by federal agents – goodbye – FAFO,” an acronym for “fuck around and find out.” Some users on Instagram have pointed out that it’s AI, but the account insists in the comments that it’s real.

It’s not real, obviously. And the big Sora watermark should be the clue to anyone who’s familiar with OpenAI. But unfortunately, that kind of watermark isn’t enough for most people these days to differentiate between fake and real content.

The shorter Sora videos are also being compiled into larger compilations of AI-generated fakes, like in this one on X that includes jokes about the protesters being paid. It’s a common right-wing accusation that all the people protesting Donald Trump are actually paid to be there, often by liberal activists like George Soros.

The most curious thing about all of these fake protester videos is that there are plenty of real videos to share. For example, a pastor in Chicago was shot in the head with pepper balls by agents last month. Rev. David Black was protesting outside an ICE facility near Chicago, Illinois, and was simply speaking peacefully when he was attacked.

Another one of several videos showing protesters getting brutalized while doing nothing wrong was recently captured in Portland. A woman is seen simply talking with police before she’s sprayed for absolutely no discernible reason.

But real videos of a pastor or a woman getting treated with unnecessary violence don’t really fit the narrative that President Trump and his fascist goons are trying to sell. Trump has claimed the reason he’s sending agents and troops to U.S. cities is that they’re overrun with crime. And he just wants to restore law and order.

In reality, violent crime is near a 50-year low, and Trump is simply trying to strike fear into the hearts of ordinary Americans as his thugs disrupt countless lives. That disruption is having an economic impact, as restaurants in Chicago are comparing the loss of business to the start of the covid-19 pandemic.

Perhaps that’s why we’re seeing so many fake videos of protests on social media right now. They need a pretext to justify their brutal crackdown on working people. Trump himself seems to have been convinced to deploy the National Guard to Oregon because he saw too many old videos of Portland from the summer of 2020 on TV. And when it comes to Trump, he’s pretty easy to fool.

Trump has even shared an AI video of himself promoting a magical “med bed” that can cure all diseases. The president’s Truth Social account deleted the video, but it’s still not clear why he shared the conspiracy theory in the first place. It’s entirely possible he thought it was real. We simply don’t know.

Remember when the president saw a photoshopped image of the letters “MS-13” on someone’s hand back in April and insisted it was real?

President Donald Trump holds up an image of a hand that’s been photoshopped to add the characters “MS-13” at the White House on April 18, 2025. Image: Truth Social

Trump is not a smart man. And his followers are even dumber, as they spread AI slop far and wide, creating an alternative reality where sadistic troops dole out punishment to the left on American streets. Unfortunately, you don’t need AI to see so much brutality right now. And if Trump has his way, you’re going to see a lot more of it very soon.



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#Fake #Protest #Videos #Latest #Slop #Viral #MAGA #World

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.
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Image Credits:Bryce Durbin

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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

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