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We’re going to do a little bit of a deep dive at this time, which can make this text look a bit of completely different than regular. There’s a cause!
This text isn’t region-specific, however generally there are insurance policies on the state stage which have widespread implications for tech firms and startups alike. Which brings me to California and the brand new autonomous car 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 chatting with engineers and coverage people working at AV firms and found that they’ve sturdy opinions and few need to communicate publicly about it. However due to the public commentary period on these laws, we have now some perception into what the business supported and what it didn’t.
The laws embrace new, extra sturdy necessities for knowledge assortment and sharing, coaching, and operations. Listed below are a couple of gadgets that caught out and what insiders instructed me.
How do you ticket a robotaxi? Below these new guidelines, legislation enforcement can cite AV firms for visitors violations dedicated by their autos. The rule, referred to as “Discover of Autonomous Car Noncompliance,” requires the producer (that means the robotaxi firm) to report the violation to the DMV inside 72 hours of receiving it from legislation enforcement.
I’ve heard plenty of interpretations of this rule and the way will probably be applied, however it seems there’s not a financial wonderful hooked up to those violations. As a substitute, these violations are one other piece of knowledge that the DMV can use to establish issues and take motion if wanted.
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Insiders instructed me that the information is actionable and extra necessary than a financial wonderful. My query: Why not each?
The excellent news for business: The DMV will now enable heavy-duty autos outfitted with autonomous car tech to check and finally deploy on public roads. Self-driving truck firms are proud of this consequence. Daniel GoffVP of exterior affairs at Kodiakinstructed 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 all the time utilized in response to the brand new knowledge assortment and sharing laws.
Goodbye, disengagement reviews; hi there, malfunctions: Others had been blissful to see annual disengagement reporting disappear. Disengagement reviews, which detailed cases when human drivers needed to take over management as a consequence of expertise failures or security issues, have been controversial as a result of firms use various requirements. This has made it not possible to check the outcomes or fee the proficiency of autonomous car expertise.
That complete part has been eliminated and changed with a requirement to report “dynamic driving process efficiency related system failure.” This may occasionally seem to be semantics — buying and selling one jargony phrase for an additional. Insiders inform me that whereas it isn’t 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 supply annual updates to first responder interplay plans, entry to guide car override techniques, 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 acceptable and supply the sort of reporting and knowledge assortment wanted to maintain these firms accountable? Sign up for the Mobility newsletter to vote in our polls!
Slightly chook

We had lots of little birds speak to us in regards to the new California AV guidelines, so nothing new so as to add right here. However keep in mind, you may all the time ship us ideas. Right here’s how.
Acquired a tip for us? Electronic 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 via Sequence 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 agency’s whole capital below administration to $1.1 billion.
Different offers that acquired my consideration …
Sereacta German robotics startup, raised $110 million in a Sequence B funding spherical led by VC Headline. Different buyers embrace Bullhound Capital, Felix Capital, Daphni, Air Avenue 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 reports. 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 abruptly stopped final month, Bloomberg reported.
Google‘s Gemini AI assistant is hitting the highway in millions of vehicles.
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 loan from $6.6 billion to $4.5 billion. That mortgage restructuring comes with adjustments to its Georgia manufacturing unit. As a substitute of two 200,000-vehicle capability buildings on the Georgia web site, Rivian will now construct a 300,000-vehicle capability manufacturing unit and depart the adjoining “pad” untouched and prepared for future growth. Analysts didn’t essentially view this as unfavorable however did place this as rightsizing. Barclaysfor example, views the modification as Rivian adjusting to the present EV setting, based on a analysis word revealed Friday. Barclays additionally said it didn’t imagine Rivian presently plans to construct the second plant at Georgia, “no less than not till early/mid subsequent decade.”
Tesla launched a Semi-Charging for Business program, which features a new product referred to as the Basecharger that’s designed for depot and in a single day use.
Uber has tapped Hertz to clean, charge, and fix 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 book hotels directly through the appone in every 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 can have entry to greater than 700,000 lodges worldwide via a partnership with Expedia Group, the journey firm that Uber CEO Dara Khosrowshahi led for 12 years.
Get a mortgagea distant driving tech startup, says it has grown its fleet to 175 vehicles on the highway and has surpassed 60,000 rides.
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