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TechCrunch Mobility: A new speed bump for EV owners and Waymo’s robotaxi fleet surpasses 2,000

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Tech and VC heavyweights join the Disrupt 2025 agenda

Netflix, ElevenLabs, Wayve, Sequoia Capital — just a few of the heavy hitters joining the Disrupt 2025 agenda. They’re here to deliver the insights that fuel startup growth and sharpen your edge. Don’t miss the 20th anniversary of TechCrunch Disrupt, and a chance to learn from the top voices in tech — grab your ticket now and save up to $675 before prices rise.

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TechCrunch Mobility: A new speed bump for EV owners and Waymo’s robotaxi fleet surpasses 2,000 Kirsten Korosec AM PDT · August 31, 2025 Welcome back to TechCrunch Mobility — your central hub for news and insights on the future of transportation. To get this in your inbox, sign up here for free — just click TechCrunch Mobility!

Wow, y’all aren’t exactly bullish on EV sales in the U.S. once the federal tax

The question was: “What’s your prediction for EV sales over the next two quarters after the EV tax

I don’t totally disagree, although I do think some automakers will try to pass along the $7,500 federal tax

Meanwhile, there is another speed bump emerging in the EV industry in the United States as automakers transition over to Tesla’s North American Charging Standard.

Yeah, I’m talking about dongles, aka EV charging adapters.

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Techcrunch event Tech and VC heavyweights join the Disrupt 2025 agenda Netflix, ElevenLabs, Wayve, Sequoia Capital, Elad Gil — just a few of the heavy hitters joining the Disrupt 2025 agenda. They’re here to deliver the insights that fuel startup growth and sharpen your edge. Don’t miss the 20th anniversary of TechCrunch Disrupt, and a chance to learn from the top voices in tech — grab your ticket now and save up to $600+ before prices rise. Tech and VC heavyweights join the Disrupt 2025 agenda Netflix, ElevenLabs, Wayve, Sequoia Capital — just a few of the heavy hitters joining the Disrupt 2025 agenda. They’re here to deliver the insights that fuel startup growth and sharpen your edge. Don’t miss the 20th anniversary of TechCrunch Disrupt, and a chance to learn from the top voices in tech — grab your ticket now and save up to $675 before prices rise. San Francisco | October 27-29, 2025 REGISTER NOW Take GM. The automaker began selling an adapter nearly a year ago to allow existing electric vehicles to use the North American Charging Standard plugs at Tesla Supercharger stalls. EV owners rejoiced in their newfound freedom.

Now GM has announced three more adapters. The additional adapters, which help GM customers access EV chargers with different charging rates and standards, is a win for flexibility, but at the cost of simplicity. It’s entirely possible that two-EV households could own four different adapters. Check out the full article here.

One important housekeeping note: TechCrunch Mobility will NOT land in your inboxes next week. I know, I know. You’ll miss me. Same here. But I will be back the following week.

It’s your lucky day — we 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 came at a critical time, too, as the company was on the precipice of finally launching its long-awaited Gravity SUV. Since then, Rawlinson’s CEO role has been filled on an interim basis

Meanwhile, over at Tesla.

When Elon Musk confirmed that Tesla would disband the team working on Dojo,

We heard from a few little birds, and the big takeaway is that Tesla is still committed to spending $500 million on a supercomputer there.

The company already invested about $314 million of those funds last year, according to

Got a tip for us? Email Kirsten Korosec at kirsten.korosec.com or my Signal at kkorosec.07, Sean O’Kane at sean.okane.com

Not a lot of deals this week; blame the last weeks of summer. Here are a couple of items for you, though …

Blue Water Autonomy, a startup developing unmanned ships for the U.S. Navy, raised $50 million in a Series A round led

Aurora Innovation said it will integrate its self-driving trucking platform into McLeod Software‘s transportation management system. The upshot: Mutual customers would be able to manage autonomous shipments with McLeod’s TMS software and that could help boost adoption.

The Boring Company is finally testing Full Self-Driving (Supervised), the advanced driver-assistance system created

The last vestige of bankrupt Fisker Inc. is gone. Henrik Fisker, the founder of failed EV startup Fisker Inc., and his wife, Geeta, quietly wound down a private charitable foundation.

Kodiak Robotics hired Surajit Datta as chief financial officer. Datta previously was VP of finance at SentinelOne. Remember that Kodiak will soon be a publicly traded company, which it will accomplish

Tesla could have avoided that $242.5 million Autopilot verdict, filings show. Speaking of that trial, The Washington Post reports that a hacker helped retrieve critical crash data that was missing.

And speaking of data, a security researcher found over a thousand publicly exposed hobby servers run

Just days before Labor Day, California lawmakers have reached an agreement with app-based companies Lyft and Uber that will give drivers a path to unionization.

Uncaged Innovations, a biomaterials startup, is working with Hyundai’s Cradle division to refine its plant-based artificial leather material for automotive use. It even smells like leather — or can be made with other signature scents.

Waymo co-CEO Dmitri Dolgov posted on X a video of one of his company’s robotaxis navigating through the giant dust storm — known as a haboob — in Phoenix. Also, Waymo now has more than 2,000 robotaxis in its commercial fleet, the company told me. More than 800 are in the San Francisco Bay Area, 500 in Los Angeles, 400 in Phoenix, 100 in Austin, and “dozens” in Atlanta — its newest market.

The Autonocast, a podcast I co-host with Alex Roy and Ed Niedermeyer, has a new episode out. And it’s worth a listen, especially if you’re interested in the intersection of boats, autonomy, and planes. In the episode, Roy and I interview Billy Thalheimer, co-founder and CEO of Regent.

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Kirsten Korosec Transportation Editor

October 27-29, 2025 San Francisco Put your brand in front of 10,000+ tech and VC leaders across all three days of Disrupt 2025. Amplify your reach, spark real connections, and lead the innovation charge. Secure your exhibit space before your competitor does.Last day to book is September 5

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