TechCrunch Mobility: Robotaxi reality check

Welcome back to TechCrunch Mobility — your central hub for news and insights on the future of transportation. To get this in your inbox, sign up here for free — just click TechCrunch Mobility! Robotaxis are here! And yet, they’re not. That contradiction neatly captures Waymo’s current reality. Anyone walking around San Francisco could reasonably declare that robotaxis have arrived. But arrival, even at scale, doesn’t guarantee permanence. Such is the dogged threat hanging over every company trying to commercialize autonomous vehicles. Waymo paused operations in Atlanta, Dallas, Houston, and San Antonio because its robotaxis are struggling to deal with heavy rain and flooded roads — and specifically knowing when not to enter them. As I prepared to send this newsletter, we learned the company extended that to Austin and Nashville as well. It’s been a persistent problem for Waymo, which prompted the company to issue a recall last week. In the same week, Waymo halted robotaxi operations on freeways in San Francisco, Los Angeles, Phoenix, and Miami as it works to improve performance in construction zones. For now, the arrival of robotaxis is conditional. That doesn’t mean this conditional status will last forever, but it’s a reminder that launching commercially is not mission accomplished. Waymo — arguably the leader in commercial robotaxi ridership and fleet size — is in the thick of that process. For every new city it enters or capability it unlocks, a new edge case is discovered. I’m ditching my “Little bird” section this week to dive into SpaceX, its IPO, and the situationship in the Elon Musk business universe. I typically don’t dedicate too much space in this newsletter to space. Heh. But the SpaceX IPO filing dropped this week, and the man at its helm is also deeply tied to Tesla. So, here we are, talking about space and, more specifically, how Elon Musk uses resources from one company to service another. The interconnected nature of Tesla and SpaceX isn’t a secret; Tesla is a publicly traded company and does disclose financial transactions with other Musk-affiliated entities. This new IPO filing does the same and with a bit more detail. And now that Musk’s company xAI has merged with SpaceX, the IPO puts all of these transactions under one company. For example, SpaceX purchased $506 million of Tesla’s commercial energy storage products, called Megapack, in 2025 — nearly a threefold increase from the previous year. SpaceX also bought $131 million of Cybertrucks last year. SpaceX paid Musk’s infrastructure firm, The Boring Company, $1 million to construct tunnels in Bastrop, Texas. Musk’s social media company X, which was acquired by xAI last year and has since merged with SpaceX, also spent $1 million leasing space from The Boring Company. Then there is Tesla s investment in xAI. Following SpaceX’s acquisition of xAI, that investment was converted into an equity interest in SpaceX. These costs will likely be eclipsed by two future SpaceX-Tesla projects: building Terafab, a chip-manufacturing facility, and Macrohard, an AI platform the two companies are developing that will use autonomous agents to augment the work of humans. All of this leads to my question for you. Will SpaceX and Tesla merge? To participate in our polls, sign up here to get TechCrunch Mobility directly in your inbox! For other SpaceX coverage, check out these stories: Everything in the SpaceX IPO filingA breakdown of how Elon Musk increased his power Who will benefit most?xAI burned through $6.4B last year xAI keeps turning to gas turbines to power data centers Aboard, a Southern California-based startup developing extended-range electric travel trailers, raised $13 million in a pre-Series A round led by Ondine Capital and Llama Ventures. Fun fact: The company hired Richard Kim — an automotive designer known for his work on the BMW i3 and i8 and as co-founder of the defunct EV startup Canoo — as a consultant. Quartermaster, an Arlington, Virginia-based startup developing a distributed sensing network for ships, raised $43 million in a Series A funding round co-led by First Round Capital and Quiet Capital. May Mobility, an autonomous vehicle technology startup, formed a strategic agreement with Ecarx, an automotive tech company backed by Geely founder Li Shufu. Under the deal, Ecarx will supply May Mobility with thousands of purpose-built robotaxi vehicles. The companies plan to partner with a third party to initially deploy the AVs next year and scale to commercialization by 2028. The total value of the project is estimated to be about $750 million over its entire duration. Scapia, an Indian travel booking startup, raised $63 million in a funding round led by General Catalyst, with existing investors Peak XV Partners and Z47 also participating. Uber increased its stake and now owns 19.5% of German food delivery company Delivery Hero, Bloomberg reported. Bryan Reimer, a research scientist at MIT, shared his recent pr

TechCrunch Mobility: Robotaxi reality check

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