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Weβre going to do a little bit of a deep dive in the present day, which can make this article look a little completely different than regular. There is a purpose!Β
This e-newsletter shouldn’t be region-specific, however typically there are insurance policies on the state stage which have widespread implications for tech corporations and startups alike. Which brings me to California and the brand new autonomous car testing and deployment guidelines issued this week by the stateβs Department of Motor Vehicles.Β
There are two new units of guidelines β collectively 100 pages lengthy β that cowl necessities for the testing and deployment of AVs. I spent the previous few days talking to engineers and coverage of us working at AV corporations and found that they’ve sturdy opinions and few need to converse publicly about it. But thanks to the general public commentary interval on these laws, we’ve got some perception into what the business supported and what it didn’t.Β
The laws embody new, extra sturdy necessities for knowledge assortment and sharing, coaching, and operations. Here are a few gadgets that caught out and what insiders informed me.
How do you ticket a robotaxi? Under these new guidelines, legislation enforcement can cite AV corporations for visitors violations dedicated by their automobiles. The rule, referred to as βNotice of Autonomous Vehicle Noncompliance,β requires the producer (that means the robotaxi firm) to report the violation to the DMV inside 72 hours of receiving it from legislation enforcement.Β
Iβve heard a variety of interpretations of this rule and the way will probably be carried out, however it seems there’s not a financial high quality connected to these violations. Instead, these violations are one other piece of information that the DMV can use to establish issues and take motion if wanted.
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Insiders informed me that the information is actionable and extra vital than a financial high quality. My query: Why not each?Β
The excellent news for business: The DMV will now enable heavy-duty automobiles geared up with autonomous car tech to take a look at and finally deploy on public roads. Self-driving truck corporations are proud of this end result. Daniel Goff, VP of exterior affairs at Kodiak, informed me the corporate is already engaged on the required documentation to apply for a allow.Β
The burden for the business: The phrase that got here up in each dialog I had with somebody within the AV business was βburdensome.β And it was all the time utilized in response to the brand new knowledge assortment and sharing laws.Β
Goodbye, disengagement reviews; hi there, malfunctions: Others had been completely satisfied to see annual disengagement reporting disappear. Disengagement reviews, which detailed cases when human drivers had to take over management due to know-how failures or security issues, have been controversial as a result of corporations use various requirements. This has made it not possible to examine the outcomes or charge the proficiency of autonomous car know-how.Β
That whole part has been eliminated and changed with a requirement to report βdynamic driving task performance relevant system failure.β This might seem to be semantics β buying and selling one jargony phrase for an additional. Insiders inform me that whereas it’s not a good metric, it’s clearer than its predecessor. That doesnβt imply it’s beloved both.Β
There is a lot extra in these paperwork, together with a requirement to present annual updates to first responder interplay plans, entry to guide car override methods, two-way communication hyperlinks with 30-second response instances, and up to date coaching necessities to guarantee protected and well timed interactions with first responders.
My query for you, reader, is whether or not these guidelines go too far or if they’re acceptable and supply the form of reporting and knowledge assortment wanted to hold these corporations accountable? Sign up for the Mobility e-newsletter to vote in our polls!
Somewhat fowl

We had a lot of little birds discuss to us concerning the new California AV guidelines, so nothing new to add right here. But bear in mind, you can all the time ship us suggestions. Hereβs how.
Got a tip for us? Email Kirsten Korosec at kirsten.korosec@techcrunch.com or my Signal at kkorosec.07, or e mail Sean OβKane at sean.okane@techcrunch.com.
Deals!

BMW i Ventures launched a new $300 million fund with a well timed thesis: AI will reshape how the automotive business operates. The fund will put money into early-stage by way of Series B startups in North America and Europe which might be engaged on agentic AI and bodily AI in addition to industrial software program, superior supplies, and manufacturing and supply-chain applied sciences. This third fund brings the agencyβs complete capital beneath administration to $1.1 billion.Β
Other offers that received my consideration β¦
Sereact, a German robotics startup, raised $110 million in a Series B funding spherical led by VC Headline. Other traders embody Bullhound Capital, Felix Capital, Daphni, Air Street Capital, Creandum, and Point Nine.
Spirit Airlines is getting ready to shut down after failing to safe a $500 million lifeline from the federal government, the WSJ reviews. The firm is anticipated to stop operations round 3 a.m. ET Saturday.
Notable reads and different tidbits

China suspended issuing new licenses for autonomous automobiles after dozens of Baiduβs Apollo Go robotaxis abruptly stopped final month, Bloomberg reported.
Googleβs Gemini AI assistant is hitting the street in hundreds of thousands of automobiles.
Faraday Future paid round $7.5 million to a firm managed by its founder, Jia Yueting, in 2025, senior reporter Sean OβKane found in a latest SEC submitting.Β
Rivian reported earnings this week and one merchandise that stood out to us β and to many others β was the downsizing of its DOE mortgage from $6.6 billion to $4.5 billion. That mortgage restructuring comes with modifications to its Georgia manufacturing facility. Instead of two 200,000-vehicle capability buildings on the Georgia website, Rivian will now construct a 300,000-vehicle capability manufacturing facility and go away the adjoining βpadβ untouched and prepared for future improvement. Analysts didnβt essentially view this as destructive however did place this as rightsizing. Barclays, as an example, views the modification as Rivian adjusting to the present EV atmosphere, in accordance to a analysis observe printed Friday. Barclays additionally acknowledged it didnβt consider Rivian at the moment plans to construct the second plant at Georgia, βat least not until early/mid next decade.β
Tesla launched a Semi-Charging for Business program, which incorporates a new product referred to as the Basecharger that’s designed for depot and in a single day use.
Uber has tapped Hertz to clear, cost, and repair its Lucid Motors robotaxis. This announcement left us with a cheeky query: How many corporations does it take to launch a robotaxi service?
Uber prospects within the United States can now ebook inns instantly by way of the app, one in every of a number of new options introduced this week that pushes far past the corporateβs authentic ride-hailing function and even deeper into its customersβ lives. At launch, Uber prospects may have entry to greater than 700,000 inns worldwide by way of a partnership with Expedia Group, the journey firm that Uber CEO Dara Khosrowshahi led for 12 years.
Vay, a distant driving tech startup, says it has grown its fleet to 175 automobiles on the street and has surpassed 60,000 rides.
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