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I used to be unhappy to have missed the Monterey Automobile Week this yr, particularly as a result of there have been numerous reveals I used to be curious about, together with the all-electric Cadillac Opulent Velocity; the Chevrolet Corvette CX and CX.R Imaginative and prescient Gran Turismo ideas; and Lucid Gravity X reveals. However alas, the sprawling, Champagne-soaked grounds of Quail or the ocean of seersucker fits and wide-brimmed hats at Pebble Seaside Golf Course had been suboptimal landscapes for my newly fractured and boot-encased foot. Subsequent yr!
Within the meantime, I assumed I’d attain out to you, expensive reader, to get your forecast on what’s in retailer for automakers and EV gross sales in the USA as soon as the federal EV tax credit score expires September 30.
My prediction? Effectively I don’t actually wish to taint the outcomes, however I’ll say this: Automakers are going to should do one thing within the brief time period to draw clients, and never simply due to the expiring EV tax credit score.
A bit of chicken
Serve Robotics, the autonomous sidewalk supply robotic firm, introduced earlier this week that it acquired Vayu Robotics, a startup that has developed AI basis fashions and a simulation-powered knowledge engine for robots. The businesses didn’t disclose the phrases of the deal, however some back-of-the-envelope math and a bit of chicken helped me decide that Serve Robotics paid between $45 million and $50 million for Vayu.
Acquired a tip for us? E-mail Kirsten Korosec at [email protected] or my Sign at kkorosec.07, Sean O’Kane at [email protected]
Offers!
A number of weeks in the past, I highlighted a deal between Uber, autonomous car tech startup Nuro, and EV maker Lucid. You’ll be able to examine that right here, however the necessary piece to recollect is Uber’s dedication to make an undisclosed “multimillion-dollar” funding into Nuro. (Sources advised me it’s greater than the $300 million Uber invested in Lucid.)
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Nuro has now raised extra money in a Collection E spherical that has reached $203 million from a gaggle of latest buyers that features Nvidia, present backer Baillie Gifford, Icehouse Ventures, Kindred Ventures, and Pledge Ventures. And a portion of Uber’s funding has gone towards the Collection E spherical.
Different offers that obtained my consideration …
ARK Make investments, Cathie Wooden’s agency, invested about $12.9 million within the Chinese language autonomous driving agency Pony.ai, in accordance with the corporate.
Grid Aero, an aerospace startup, raised $6 million in seed funding from Calibrate Ventures and Ubiquity Ventures.
Group14, a battery supplies startup, raised $463 million in a funding spherical led by battery producer SK with participation from ATL, Lightrock, Microsoft, Porsche, and OMERS. Alongside the spherical, Group14 additionally introduced it had “acquired full ownership” of a three way partnership with SK in South Korea.
Oway, based in 2023 and backed by Y Combinator and Normal Catalyst, lately closed a $4 million seed spherical. Learn up on the corporate’s plan to construct a decentralized “Uber for freight.”
One replace on the By way of IPO: Renaissance Capital estimates By way of may elevate as much as $500 million.
Notable reads and different tidbits
Hertz will begin promoting preowned automobiles on Amazon Autos.
Redwood Supplies stated it’s working with Caterpillar to recycle the battery packs from the corporate’s battery-electric underground loaders.
Tesla is planning to introduce in-car voice-assistant capabilities powered by DeepSeek and ByteDance’s Doubao synthetic intelligence.
The Routing Firm, a startup that helps transit businesses match riders with automobiles rapidly and cheaply, landed Zoox as its first robotaxi shopper. Zoox will buy a nonexclusive license for The Routing Firm’s tech and can deliver 5 of the startup’s engineers on board to “advance the efficiency and scalability” of its fledgling robotaxi service.
Volkswagen faces a lawsuit within the U.S. District Courtroom of New Jersey over the buttons on the steering wheel of its vehicles, together with ID.4. The lawsuit alleges the buttons are too delicate and too straightforward to activate unintentionally.
Waymo has been granted a allow to check its autonomous automobiles in New York Metropolis, the primary such approval granted by the town. The corporate advised TechCrunch it plans to begin testing “immediately.”
On the earth of drones and meals, I suppose it was inevitable we might get Zipotle — a merging of the phrases Zipline and Chipotle. Zipline, an autonomous drone supply startup, has partnered with Chipotle to fly digital orders to friends’ places within the better Dallas space.
Another factor …
Vainness Honest has a prolonged function on Waymo co-CEO Tekedra Mawakana that digs into her previous, how she manages, and, because the creator notes, her un-Elon type. It’s well worth the learn and provides me a chance to remind you all that Mawakana shall be on our stage at Disrupt 2025, which shall be held October 27 to 29 in San Francisco.
