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We’re going to do a little bit of a deep dive at the moment, which can make this text look somewhat completely different than regular. There’s a cause!
This text isn’t region-specific, however generally there are insurance policies on the state degree which have widespread implications for tech firms and startups alike. Which brings me to California and the brand new autonomous automobile testing and deployment guidelines issued this week by the state’s Division of Motor Automobiles.
There are two new units of guidelines — collectively 100 pages lengthy — 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 firms and found that they’ve robust opinions and few need to communicate publicly about it. However due to the public commentary interval on these rules, we’ve some perception into what the business supported and what it didn’t.
The rules embody new, extra strong necessities for information assortment and sharing, coaching, and operations. Listed here are just a few gadgets that caught out and what insiders advised me.
How do you ticket a robotaxi? Underneath these new guidelines, regulation enforcement can cite AV firms for visitors violations dedicated by their autos. The rule, known as “Discover of Autonomous Car Noncompliance,” requires the producer (which means the robotaxi firm) to report the violation to the DMV inside 72 hours of receiving it from regulation enforcement.
I’ve heard quite a few interpretations of this rule and the way it is going to be applied, but it surely seems there may be not a financial nice connected to those violations. As a substitute, these violations are one other piece of information that the DMV can use to determine issues and take motion if wanted.
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Insiders advised me that the info is actionable and extra necessary than a financial nice. My query: Why not each?
The excellent news for business: The DMV will now permit heavy-duty autos geared up with autonomous automobile tech to check and finally deploy on public roads. Self-driving truck firms are proud of this end result. Daniel Goff, VP of exterior affairs at Kodiak, advised me the corporate is already engaged on the required documentation to use for a allow.
The burden for the business: The phrase that got here up in each dialog I had with somebody within the AV business was “burdensome.” And it was at all times utilized in response to the brand new information assortment and sharing rules.
Goodbye, disengagement studies; hey, malfunctions: Others had been comfortable to see annual disengagement reporting disappear. Disengagement studies, which detailed cases when human drivers needed to take over management because of expertise failures or security issues, have been controversial as a result of firms use various requirements. This has made it unattainable to match the outcomes or charge the proficiency of autonomous automobile expertise.
That complete part has been eliminated and changed with a requirement to report “dynamic driving job efficiency related system failure.” This may occasionally appear to be semantics — buying and selling one jargony phrase for one more. Insiders inform me that whereas it’s not an ideal metric, it’s clearer than its predecessor. That doesn’t imply it’s beloved both.
There may be much more in these paperwork, together with a requirement to offer annual updates to first responder interplay plans, entry to handbook automobile override programs, two-way communication hyperlinks with 30-second response instances, and up to date coaching necessities to make sure 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 applicable and supply the form of reporting and information assortment wanted to maintain these firms accountable? Join the Mobility e-newsletter to vote in our polls!
A bit of hen

We had numerous little birds speak to us concerning the new California AV guidelines, so nothing new so as to add right here. However keep in mind, you possibly can at all times ship us suggestions. Right here’s how.
Bought a tip for us? E mail Kirsten Korosec at kirsten.korosec@techcrunch.com or my Sign at kkorosec.07, or electronic mail Sean O’Kane at sean.okane@techcrunch.com.
Offers!

BMW i Ventures launched a brand 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 Collection B startups in North America and Europe which can 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 agency’s complete capital beneath administration to $1.1 billion.
Different offers that acquired my consideration …
Sereact, a German robotics startup, raised $110 million in a Collection B funding spherical led by VC Headline. Different buyers embody Bullhound Capital, Felix Capital, Daphni, Air Road Capital, Creandum, and Level 9.
Spirit Airways is making ready to close down after failing to safe a $500 million lifeline from the federal government, the WSJ studies. The corporate is predicted to stop operations round 3 a.m. ET Saturday.
Notable reads and different tidbits

China suspended issuing new licenses for autonomous autos after dozens of Baidu’s Apollo Go robotaxis immediately stopped final month, Bloomberg reported.
Google‘s Gemini AI assistant is hitting the highway in hundreds of thousands of autos.
Faraday Future paid round $7.5 million to an organization managed by its founder, Jia Yueting, in 2025, senior reporter Sean O’Kane found in a latest SEC submitting.
Rivian reported earnings this week and one merchandise that stood out to us — and to many others — 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 unit. As a substitute of two 200,000-vehicle capability constructions on the Georgia website, Rivian will now construct a 300,000-vehicle capability manufacturing unit and go away the adjoining “pad” untouched and prepared for future growth. Analysts didn’t essentially view this as unfavorable however did place this as rightsizing. Barclays, for example, views the modification as Rivian adjusting to the present EV atmosphere, in response to a analysis notice revealed Friday. Barclays additionally said it didn’t imagine Rivian at the moment plans to construct the second plant at Georgia, “a minimum of not till early/mid subsequent decade.”
Tesla launched a Semi-Charging for Enterprise program, which features a new product known 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: What number of firms does it take to launch a robotaxi service?
Uber clients in america can now ebook inns immediately by way of the app, certainly one of a number of new options introduced this week that pushes far past the corporate’s unique ride-hailing objective and even deeper into its customers’ lives. At launch, Uber clients could 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 autos on the highway and has surpassed 60,000 rides.
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