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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.
Situationship or corporationmaxxing?
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?
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For other SpaceX coverage, check out these stories:
Everything in the SpaceX IPO filing
A 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
Deals!
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.
Notable reads and other tidbits
Bryan Reimer, a research scientist at MIT, shared his recent presentation on AI and how its future depends on human behavior, governance, and trust.
The global EV economy is K-shaped, and this is the country that is being left behind.
Lyft published a blog that lays out the company’s position on autonomous vehicles. In its view — and one that is similar to rival Uber — a ride-hailing service requires human drivers and robot ones. This makes sense politically; Lyft doesn’t want to rattle its human gig workers. It also reflects the realities of where robotaxis are, in terms of scale. The upshot: Robotaxis are not a part of daily life for most people in the United States.
Self-driving tech startup Nuro hired Michael Mancini as its chief financial officer. Mancini was previously CFO at Energy Recovery, Astranis Space Technologies, and Aerion Supersonic.
Stellantis, the automaker behind the Jeep and Ram brands, has tapped self-driving startup Wayve to bring hands-free driving to its vehicles in 2028. Meanwhile, Stellantis unveiled its $70 billion turnaround plan, which includes 11 new models for North America — and even some Chryslers!
Tesla’s Full Self-Driving (Supervised) driver-assistance software is now available in Lithuania. This is the second European country to approve its use. Reminder: Making FSD available in Europe is critical to Tesla’s and CEO Elon Musk’s ambitions. It’s also financially important for Musk, whose $1 trillion pay package is tied to hitting a number of product goals, including hitting “10 million active FSD subscriptions” by 2035.
A San Francisco doctor who sued Waymo because its identity-verification system misidentified him as a terrorist dropped the lawsuit after the company resolved the issue.
One more thing …
The last time I was in a Nissan Leaf was two years ago when I test drove a 2024 Nissan Leaf SV Plus, which cost $37,815 (including the destination fee). And at the time, I described the experience as a mixed bag. I recently got back in one, this time a 2026 Nissan Leaf Platinum+, priced at $42,635, including destination charges and some special add-ons like two-tone paint and the floor mat package.
This model, the third generation of the Leaf, had an improved EPA estimated range of 259 miles (and some versions go above 300 miles). But that wasn’t the first upgrade I noticed. This new Leaf had a lighter, more modern, dare I say upscale, interior cabin. I won’t quite say “sleek,” but it was enjoyable and a notable upgrade. (Notice the cool lighting at night in the picture above?) My version, which should be noted was the top trim, came with a wireless phone-charging pad, dimming panoramic roof, a heads-up display, and a long, curved 14.3-inch central screen.
Last time, I complained about the lack of tech for a vehicle priced above $30,000 — like a backup camera with high resolution. There are several notable improvements that come standard and correct my previous criticism, including a 360-degree camera, wireless Apple CarPlay or Android Auto, and adaptive cruise control. This time around, I was happy to get back in a Nissan Leaf.
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