Welcome again to TechCrunch Mobility — your central hub for information and insights on the way forward for transportation. To get this in your inbox, enroll right here at no cost — simply click on TechCrunch Mobility!
Wow, y’all aren’t precisely bullish on EV gross sales within the U.S. as soon as the federal tax credit score expires. For these questioning what I’m referring to: I included a ballot within the final version of TechCrunch Mobility. Yup, solely e-mail subscribers get to take part in polls.
The query was: “What’s your prediction for EV gross sales over the following two quarters after the EV tax credit score expires?” And about 60% of you predicted a steep decline.
I don’t completely disagree, though I do assume some automakers will attempt to move alongside the $7,500 federal tax credit score by way of different worth reductions for no less than one quarter. Automakers with contemporary EV fashions slated for late 2025 and 2026 could also be higher positioned than rivals. Nonetheless, tariffs are additionally certain to shrink margins.
In the meantime, there’s one other pace bump rising within the EV business in america as automakers transition over to Tesla’s North American Charging Customary.
Yeah, I’m speaking about dongles, aka EV charging adapters.
Senior local weather reporter Tim De Chant, who’s a longtime EV proprietor himself, explains how some people could quickly have a trunk or frunk load of charging adapters.
Techcrunch occasion
San Francisco
|
October 27-29, 2025
Take GM. The automaker started promoting an adapter practically a yr in the past to permit present electrical automobiles to make use of the North American Charging Customary plugs at Tesla Supercharger stalls. EV house owners rejoiced of their newfound freedom.
Now GM has introduced three extra adapters. The extra adapters, which assist GM clients entry EV chargers with totally different charging charges and requirements, is a win for flexibility, however at the price of simplicity. It’s fully attainable that two-EV households may personal 4 totally different adapters. Try the total article right here.
One vital housekeeping be aware: TechCrunch Mobility will NOT land in your inboxes subsequent week. I do know, I do know. You’ll miss me. Similar right here. However I will probably be again the next week.
A bit of chook
Picture Credit:Bryce Durbin
It’s your fortunate day — we now have two little birds to share.
It’s been six months since Peter Rawlinson abruptly stepped down from his CEO, CTO, and board positions at Lucid Motors. His departure got here at a vital time, too, as the corporate was on the precipice of lastly launching its long-awaited Gravity SUV. Since then, Rawlinson’s CEO position has been stuffed on an interim foundation by Marc Winterhoff, a longtime marketing consultant at Roland Berger who got here on as CFO of Lucid in 2023, as the corporate seems to be for a everlasting substitute. Whereas it’s unclear whether or not Lucid is shut to creating a choice, a little bit chook lately instructed us the search web has been solid very huge, with the corporate even cold-calling some candidates. Within the meantime, it’s stated that Winterhoff has an eye fixed on taking the place himself.
In the meantime, over at Tesla.
When Elon Musk confirmed that Tesla would disband the workforce engaged on Dojo, reporters right here have been predictably inquisitive about what would occur to the manufacturing unit in Buffalo, New York, the place the automaker was supposed to construct the AI coaching supercomputer.
We heard from a couple of little birds, and the massive takeaway is that Tesla remains to be dedicated to spending $500 million on a supercomputer there.
The corporate already invested about $314 million of these funds final yr, based on sources who stated Tesla reported this determine to the state’s financial growth division. Might Buffalo be getting a rebrand to Cortex, Tesla’s different supercomputing cluster? We’re additionally listening to that Buffalo is eager to maintain its relationship with Tesla alive and effectively, on condition that the automaker’s facility there is without doubt one of the prime personal employers within the metropolis.
Obtained a tip for us? Electronic mail Kirsten Korosec at kirsten.korosec@techcrunch.com or my Sign at kkorosec.07, Sean O’Kane at sean.okane@techcrunch.com
Offers!
Picture Credit:Bryce Durbin
Not plenty of offers this week; blame the final weeks of summer time. Listed here are a few gadgets for you, although …
Blue Water Autonomy, a startup growing unmanned ships for the U.S. Navy, raised $50 million in a Collection A spherical led by GV. Eclipse Ventures, Riot, and Impatient Ventures additionally participated.Joby Aviation accomplished its acquisition of Blade.Vox AI, an Amsterdam-based startup growing a conversational voice AI platform that’s purpose-built for drive-throughs in quick-service eating places, raised €7.5 million in seed funding.
Notable reads and different tidbits
Picture Credit:Bryce Durbin
Aurora Innovation stated it’ll combine its self-driving trucking platform into McLeod Software program‘s transportation administration system. The upshot: Mutual clients would be capable to handle autonomous shipments with McLeod’s TMS software program and that might assist increase adoption.
The Boring Firm is lastly testing Full Self-Driving (Supervised), the superior driver-assistance system created by Tesla, within the tunnels that join Las Vegas’ Conference Middle to a couple close by lodges.
The final vestige of bankrupt Fisker Inc. is gone. Henrik Fisker, the founding father of failed EV startup Fisker Inc., and his spouse, Geeta, quietly wound down a non-public charitable basis.
Kodiak Robotics employed Surajit Datta as chief monetary officer. Datta beforehand was VP of finance at SentinelOne. Do not forget that Kodiak will quickly be a publicly traded firm, which it’ll accomplish by merging with a particular function acquisition firm.
Tesla may have averted that $242.5 million Autopilot verdict, filings present. Talking of that trial, The Washington Publish stories {that a} hacker helped retrieve vital crash knowledge that was lacking.
And talking of information, a safety researcher discovered over a thousand publicly uncovered interest servers run by Tesla automobile house owners which are spilling delicate knowledge about their automobiles, together with their granular location histories. Keep protected, folks!
Simply days earlier than Labor Day, California lawmakers have reached an settlement with app-based firms Lyft and Uber that may give drivers a path to unionization.
Uncaged Improvements, a biomaterials startup, is working with Hyundai’s Cradle division to refine its plant-based synthetic leather-based materials for automotive use. It even smells like leather-based — or could be made with different signature scents.
Waymo co-CEO Dmitri Dolgov posted on X a video of one in every of his firm’s robotaxis navigating by way of the enormous mud storm — generally known as a haboob — in Phoenix. Additionally, Waymo now has greater than 2,000 robotaxis in its industrial fleet, the corporate instructed me. Greater than 800 are within the San Francisco Bay Space, 500 in Los Angeles, 400 in Phoenix, 100 in Austin, and “dozens” in Atlanta — its latest market.
Yet another factor …
The Autonocast, a podcast I co-host with Alex Roy and Ed Niedermeyer, has a brand new episode out. And it’s value a pay attention, particularly in case you’re within the intersection of boats, autonomy, and planes. Within the episode, Roy and I interview Billy Thalheimer, co-founder and CEO of Regent.
