Tech
TechCrunch Mobility: Everything said on, and off, the stage at TechCrunch Disrupt 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!
We’re mixing things up a bit this week to focus on what was said on, and off, the stage at TechCrunch Disrupt 2025. In short, it was a banger with a number of high-profile execs and founders working on the future of transportation.
Here are a few: Waymo co-CEO Tekedra Mawakana, Slate CEO Chris Barman, Nuro co-CEO and founder Dave Ferguson, Uber CPO Sachin Kansal, Wayve founder and CEO Alex Kendall, and Kodiak AI founder and CEO Don Burnette. Videos of those interviews will be posted on our YouTube channel over the coming week.
The Slate Auto interview with Sean O’Kane and Chris Barman is already available. If you watch it, pay attention to Barman’s comments about the accessories that can be added to any Slate EV. The startup will design, make, and sell accessories, but it’s also going to share data so owners can make their own. And even sell it to other owners.
“We will release all of the data information on that and anybody can 3D print their own,” Barman said. “So we also want that individuals don’t feel they have to come to us. We want to create an ecosystem that’ll be on our website Slate marketplace.”
O’Kane then asked if Slate would take a cut on those accessories if creators add them to the Slate marketplace.
“Yeah, we’ll take some amount of fee when we work with them,” she said, quickly adding that creators can sell elsewhere (and without Slate taking a cut). “If they wanted to, they could choose to market it on Etsy. It’s their power of choice and what they do. It’s not as if we’re going to behold them to us.”
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October 13-15, 2026
Among other highlights … San Francisco mayor Daniel Lurie said he was happy to have Waymo on SF’s streets and welcomed other companies to use the city as a testbed for autonomous vehicle tech. And transportation-focused Glīd was declared the winner of Startup Battlefield 2025. Oh, and Sean O’Kane and I took a demo ride through the streets of San Francisco in a Wayve vehicle.
Plus, Mawakana made a number of interesting comments onstage, including that she believes other companies working on autonomous vehicles need to do more to prove their technology is safe and that in the face of the promise of greater safety, the public would accept a death caused by a robotaxi.
She also said Waymo will go after people who vandalize its vehicles and that the company has rejected government requests for video captured from its vehicles —adding that they will continue to reject those requests if they are “overly broad.”
Deals!

A company that developed digital fuel management for aviation, i6, raised $20 million in Series B funding led by Yttrium. International Airlines Group, World Kinect, and Shell Ventures joined.
IntrCity SmartBus, a tech-enabled intercity bus platform in India, raised $30 million in funding to expand its network across smaller cities and towns in the South Asian nation. The all-equity Series D round, led by A91 Partners, values the Noida-based startup at $140 million post-money.
Navan, the corporate travel and expense platform, finished its first day of trading on the Nasdaq down 20% from its $25 IPO price, resulting in a valuation of about $4.7 billion.
Pavewise, a road construction tech startup, raised $2.5 million in a seed round led by C2 Ventures. Other investors included Connectic, Service Provider Capital, Geoff Judge, the former CEO of Ryvit Tom Stemm, M25, gener8tor 1889, and Broadwater Capital.
Ridepanda, an e-bike and scooter fleet startup that provides subscriptions to companies, raised $12.6 million in a Series A funding round led by Bikeleasing Group of Germany. Other investors included Blackhorn Ventures, Yamaha Motor Ventures, Proeza Ventures, and Somersault Ventures.
Notable reads and other tidbits

Aurora added a 600-mile driverless route from Fort Worth, Texas, to El Paso, the company’s second for its self-driving trucks. The company also revealed details on its next-generation hardware.
India, the market BlaBlaCar once walked away from, is now its biggest.
General Motors is laying off thousands of workers across multiple electric vehicle and battery plants in the United States.
Luminar is experiencing a new round of struggles since the board pushed out its founder and CEO Austin Russell. A new regulatory filing warns that it will run out of cash in early 2026 and has announced a 25% cut to its workforce. The company also said its CFO has left.
Nvidia made a bit of transportation news this week, including a partnership with Stellantis, Uber, and Foxconn to jointly develop autonomous vehicles. The news was part of a broader announcement around Nvidia’s new Drive AGX Hyperion 10 autonomous vehicle development platform and Nvidia Drive software, which several automakers, suppliers, and robotaxi companies will use. That list includes Lucid, Mercedes, and Stellantis. The platform is part of Uber’s goal to scale its global autonomous fleet to 100,000 vehicles over time, starting in 2027.
Wayve’s Alex Kendall told me backstage at TechCrunch Disrupt that he was really excited about Hyperion and that he, Uber CEO Dara Khosrowshahi,and Nvidia CEO Jensen Huang have been encouraging automakers to use it. “What we would love to see is more manufacturers building vehicles with the Hyperion architecture, because that unlocks everything we’re trying to do.”
Uber picked San Francisco to launch a premium robotaxi service that will use Lucid Motors’ all-electric Gravity SUVs equipped with self-driving tech developed by Nuro, in 2026 — a move that puts the ride-hailing giant in direct competition with Waymo. Reminder: Uber is partnering with Waymo in other cities.
Waabi shared details of a new autonomous truck made in partnership with Volvo during TechCrunch Disrupt 2025.
One more thing …
In last week’s newsletter, we did a poll, digging deeper into the question of autonomous vehicle business models and asked: What is the best business model for “longer haul” applications of autonomous vehicle tech?
I offered two choices: self-driving Class 8 trucks traveling more than 500 miles on highways or middle-mile delivery, which is autonomous trucks traveling between warehouses and distribution centers.
Readers, you overwhelmingly picked the big rig option with 62.5% of the vote. (Remember, if you want to take place in our polls, sign up for the Mobility newsletter here.)

Let me leave you with one more shot. This photo, of me and senior reporter Sean O’Kane, is a bit of a full-circle moment for us. O’Kane, with a small assist from me, spent months working on a big scoop about how Jeff Bezos was backing a little known startup called Slate. Since then, Slate has shared its plans to make a cheaper electric truck and received a lot of attention for it.
Slate CEO Chris Barman not only came onto our stage for an interview, but she also brought a TechCrunch-wrapped truck too.
Tech
Waymo starts autonomous testing in Philadelphia
Waymo is adding another four cities to its growing list of robotaxi rollouts. The company announced Wednesday it has begun testing its autonomous vehicles (with a safety monitor) in Philadelphia, and that it will start manual driving to collect data in Baltimore, St. Louis, and Pittsburgh.
Waymo did not offer a timeline for when it plans to launch commercial services in those locations, nor do we know whether the Alphabet-owned company will partner with other companies to operate robotaxis in each one. That has been the move in cities like Atlanta and Austin, for example, where Waymo has partnered with Uber to advance its robotaxi rollout.
But the new locations join a list of over 20 cities where the company is either offering rides, prepping a commercial launch, or testing. Waymo is also now offering rides on freeways in Los Angeles, Phoenix, and the San Francisco Bay Area. The company plans to be doing one million rides per week by the end of 2026.
Waymo has done all this while claiming to be operating at a level five times safer than humans, according to data the company recently released.
But the expansion has not come without its issues. The National Highway Traffic Safety Administration is investigating how the company’s vehicles operate near school buses, after a Waymo was filmed driving around a stopped bus in Atlanta in September.
This week, Austin news outlet KXAN published a report showing Waymo’s vehicles have driven past school buses that were in the process of unloading or loading children multiple times — including after Waymo claims to have shipped software updates to address the problem.
Techcrunch event
San Francisco
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October 13-15, 2026
Tech
Spotify Wrapped 2025 adds its first multiplayer feature with ‘Wrapped Party’
Spotify Wrapped is back. After last year’s widely criticized flop that included an AI podcast as its highlight, the streamer’s highly anticipated annual review feature has returned to its roots. This year, Spotify is doubling down on what it knows works best: deep dives into your streaming data, creative experiences, messages from favorite artists, and other social features.
The company claims that Wrapped 2025 is its biggest, as it’s introducing nearly a dozen new features in addition to its old standbys, like top songs and artists. Plus, it’s offering more visibility into users’ data than in years past. For the first time, Spotify Wrapped is adding a live multiplayer feature to compare your listening data with friends.
Wrapped Party, Wrapped’s first live interactive experience, allows you to invite up to nine friends to compare listening stats.

Also new this year, your Top Songs Playlist will include the play counts for each of the top songs, so you can actually see how much time you spent with your favorite tracks.
Other standout features this year include an interactive Top Song Quiz, a Listening Age feature, and Wrapped Clubs, which match you to one of six unique listening styles.
The company believes these additions will not only bring back the personalized, engaging experience that users have long expected from Wrapped, but will take it a step further by making it more interactive than before.
In the Top Song Quiz, for instance, you can try to guess which top song soundtracked your year before seeing the results.
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San Francisco
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October 13-15, 2026

The new interactive Wrapped Party feature isn’t just about comparing the personal streaming data you’ve already received to your friends’ data, as that’s something people already do on social media. Instead, the feature presents unique data stories for your group, like who’s the “most obsessed fan,” the “early bird,” the most “picky listener,” or even something as nice as the “dinner table explainer,” meaning the person who listens to the most news podcasts.

Spotify says these awards update dynamically every time you join a Wrapped Party, so no two sessions are ever the same — even if you run through them again with the same group of friends.
The new Wrapped Clubs, meanwhile, will group you into one of half a dozen listening styles, like the “Soft Hearts Club,” the “Club Serotonin,” the “Full Charge Crew,” the “Cosmic Stereo Club,” and others. You’ll also receive a role in the club based on your listening data. You might be a club leader if your listening choices strongly matches the club’s values, a scout if you’re always seeking out new releases, or an archivist if you listen to music from past eras.

Another feature, Listening Age, compares your 2025 music listening to others in your age group. To calculate your age, the feature considers the release years of the tracks you listen to most. From there, it identifies the five-year span of music that you engaged with more than other listeners your age.

As in prior years, you’ll see your top songs, top artists, top genres, and, for the first time, top albums. If you engaged with audiobooks and podcasts, you’ll see metrics for those as well. Artists, writers, and podcasters will have their own version of Wrapped as before. And top fans will again receive video messages from their favorite artists, podcasters, and, now, authors.
You’ll also receive a playlist of your top songs of the year, as before.

What you won’t find in this year’s Wrapped is any feature that advertises it was made with AI.
In a press briefing on Tuesday, Spotify’s Senior Director of Global Marketing, Matt Luhks, admitted the company received a “lot of feedback” about its 2024 AI-focused Wrapped experience, saying it was a “mix of positive and ‘more constructive feedback,’” despite the feature driving more engagement than prior years.
“We take all of that in. We use that as information, insights, [and] inspiration for how we approached Wrapped this year,” he said in a press event ahead of today’s launch.
“What our users tell us about Wrapped means a lot to us, so it was really informative in how we approached Wrapped this year. And what we tried to build was the most creative, most innovative, most engaging Wrapped ever,” he added, setting a high bar for the 2025 edition of the now 11-year-old annual year-in-review feature.
“We’re the original and, we believe, still the best,” Luhks said.

Still, AI was a part of the Wrapped experience. Though the company claims the overall experience was not made with AI, it does leverage a LLM (large language model) to add a storytelling layer to Wrapped’s facts and figures, and natural language summaries in other parts of its experience, looking back on your data.
Spotify’s attempt to fix Wrapped after a notable stumble comes as the streamer faces increased competition from Apple, Amazon, YouTube, and others, which have all launched their own annual review features, inspired by Wrapped.
“Everyone seems to have their own version of Wrapped. Now, there’s a lot of reviews and replays and rewinds out there, but we believe that Wrapped still sets the bar for these year-end recaps,” Luhks said.
Along with the consumer experience, Spotify shared its top artists, songs, albums, podcasts, and audiobooks for the year, with top winners that included, respectively, Bad Bunny (top song and album), Joe Rogan (“The Joe Rogan Experience” podcast), and Rebeca Yarros (author of “Fourth Wing”).
Tech
Nothing looks to its community to raise $5M, wants to be ‘IPO-ready’ in 3 years
Hardware maker Nothing is letting its user base buy its stock as part of a new community investment round of $5 million. The new round, which opens on December 10, will enable consumers to buy the company’s shares at its Series C valuation of $1.3 billion.
The company said it has so far raised $8 million in total from over 8,000 people across two previous community investment rounds. It held its first community funding event in 2021, aiming to raise $1.5 million.
“This isn’t about raising capital, it’s about giving our community/fans a chance to invest while we’re private and join us on the journey,” a spokesperson for Nothing told TechCrunch.
Community investors have a rotating seat on the company’s board, but it is unclear what else they get for investing in the company through such rounds.
Nothing raised $200 million in its Series C back in September from investors including Tiger Global, GV, Highland Europe, EQT, Latitude, I2BF and Tapestry. The company has raised $450 million to date.
The community round comes as Nothing makes changes to its corporate structure as it tries to increase its share of a smartphone market dominated by giants like Samsung and Apple. The company is spinning off its budget CMF brand, and plans to explore AI-centric devices while it keeps building smartphones and audio products. And Nothing claims it crossed $1 billion in cumulative revenue this year, up 150% from 2024.
The startup is working to be “IPO-ready” in three years, CEO Carl Pei told TechCrunch in an email. “The timing will depend on market conditions and what makes sense for the business at that point in time,” he said.
Techcrunch event
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October 13-15, 2026
“What’s important is that we’re already operating with that discipline now. We’re building the systems, the governance, the financial discipline that a public company needs. It forces us to think longer-term and make smarter decisions that prioritise sustainable growth,” Pei added.
It’s not clear if Nothing aims to raise another round before an IPO. When asked about its fundraising plans, a Nothing spokesperson said the company is not thinking about raising capital immediately, but it wouldn’t be averse to those conversations.
Those interested in investing in the community round can use platforms like Wefunder and Crowdcube to participate.
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