Tech
TechCrunch Mobility: The robotaxi expansion that really matters
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It seems like a day doesn’t go by without Waymo making some kind of expansion announcement. Detroit, Las Vegas, Nashville, San Diego, and Washington, D.C., are just a few of the cities the company plans to bring its robotaxi to in the coming months. But as I have argued in this newsletter before, there is another “expansion” I think is more important.
Freeways.
And now after years of testing and development, the company’s commercial robotaxi service is using freeways around the San Francisco Bay Area, Phoenix, and Los Angeles.
This is a critical expansion for the company. It’s the concrete and asphalt connective tissue in sprawling metro areas like the Bay Area. This new freeway access is fueling Waymo’s expansion in that region, which is now 260 square miles and encompasses Silicon Valley and San Francisco.
Robotaxi rides can have more efficient routes too. Waymo told me it will reduce ride times by up to 50%.
And using freeways is also essential for Waymo to offer rides to and from the San Francisco Airport, a location the company is currently testing in.
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That freeway-to-airport moment will be the big unlock for Waymo. But will it be enough to help push it in the black? Until someone over there slides me their balance sheet, I can’t say. It will certainly be a popular option for travelers. That doesn’t mean the economics will pencil out.
Read on for more news, including Einride’s SPAC bid, deals for Harbinger and Teradar, as well as how Via fared in its first earnings and a looming shutdown for Rad Power Bikes. Plus! Scroll down to get the results of the Tesla poll.
A little bird

It’s been nearly nine months since Lucid Motors CEO Peter Rawlinson abruptly resigned, leaving the company without a permanent replacement. That may be about to change, though.
A few little birds told us Lucid Motors has zeroed in on a candidate for the top role. It’s expected to be someone outside the organization, which is perhaps no surprise; in August, we shared here that the company and the executive hiring firm it’s using had cast a very wide net and was even cold-calling some candidates. This would likely mean that Marc Winterhoff, who’s been serving as interim CEO, would slide back to the COO role he occupied before Rawlinson left.
Got a tip for us? Email Kirsten Korosec at kirsten.korosec@techcrunch.com or my Signal at kkorosec.07, or email Sean O’Kane at sean.okane@techcrunch.com.
Deals!

Another SPAC has entered the AV world! Mergers with special acquisition companies may not be officially “back,” but they are certainly popular among autonomous vehicle companies.
Einride, the Swedish electric and autonomous truck startup, plans to go public via a merger with a special purpose acquisition company, just six weeks after it raised $100 million from investors. The SPAC merger with Legato Merger Corp. values Einride at $1.8 billion in pre-money equity.
Einride does generate revenue, which may sound obvious but there have been plenty of pre-revenue transportation companies that have SPAC’d in recent years.
For now, its primary source of revenue is coming from its software-as-a-service product and a fleet of 200 heavy-duty electric trucks used by companies like Heineken and PepsiCo. Its unusual-looking autonomous podlike trucks are still in pilot mode.
The merger is expected to close in the first half of 2026, with Einride making its debut on the New York Stock Exchange.
Other deals that got my attention this week …
Forterra, a company developing autonomous tech for defense, raised $238 million in equity and debt funding. Moore Strategic Ventures led the equity piece of the funding, while Crescent Cove provided the debt financing.
Gopuff, the rapid-delivery startup, raised $250 million in a round led by Eldridge Industries and Valor Equity Partners. Baillie Gifford, Robinhood, Equalis Capital, George Ruan, Yakir Gabay, and Gopuff’s co-founders. The funding put its valuation at $8.5 billion, according to Bloomberg, a significant markdown from its last raise in 2021.
Harbinger, the Los Angeles-based electric truck startup, raised $160 million in a Series C funding round co-led by FedEx. As part of the investment, FedEx ordered 53 of Harbinger’s electric truck chassis.
Octopus Electric Vehicles, a U.K.-based electric vehicle-leasing business, has struck a deal with lenders, including Lloyds Banking Group, Morgan Stanley, and Credit Agricole, to take its total funding line to £2 billion ($2.6 billion), Sky News reported.
Teradar, a Boston-based startup developing a solid-state sensor, raised $150 million in a Series B funding round from investors Capricorn Investment Group, Lockheed Martin’s venture arm, mobility-focused firm Ibex Investors, and VXI Capital, a new defense-focused fund led by the former CTO of the U.S. military’s Defense Innovation Unit.
Upway, an e-bike refurbishment startup, raised $60 million in a Series C funding round led by A.P. Moller. Galvanize, Ora Global, and Sequoia Capital also participated. The company has raised more than $125 million since its founding in 2021.
Vay, a German startup that remotely pilots rental cars to customers, announced a $60 million investment from Singaporean tech heavyweight Grab. The deal, which is subject to regulatory approval and expected to close by the end of the year, may be followed by “an additional $350M as joint milestones are achieved within the first year.”
Notable reads and other tidbits

Ford is expanding the availability of its BlueCruise hands-free highway driving technology in Europe. The automaker will make the system available in several vehicles, including the Puma, Puma Gen-E, Kuga, and Ranger PHEV 5 models starting in spring 2026.
Joby Aviation conducted the first flight of its turbine electric, autonomous VTOL aircraft. This demonstrator shouldn’t be confused with its all-electric air taxi, although it was built off that platform. This aircraft has a hybrid turbine powertrain and is designed for defense applications.
Lyft has partnered with Curb, a ride-hailing platform for licensed taxis. Under the deal, Lyft riders will be connected with Curb’s network of drivers through an integration with the Curb Flow platform, which is already in Los Angeles. Other cities will soon follow.
Rad Power Bikes, one of the more popular e-bike companies, may not be long for this world. The company has informed its employees that it will shut down in January if it is unable to find new funding or get acquired, according to an internal staff email viewed by TechCrunch.
Tesla might bring Apple CarPlay to its EVs. But at this point, should it? Meanwhile, the company’s energy storage division is dealing with an expanded recall of its consumer-based Powerwall 2 product after reports of fires.
The Boring Company, an Elon Musk company, is under scrutiny again. This time because of reports that firefighters performing a safety drill at one of The Boring Company’s construction sites in Las Vegas received burns from chemicals used in the tunnel-excavation process. And the controversy doesn’t stop there.
Toyota started production at a new $13.9 billion battery plant in North Carolina. While Toyota has several facilities in the U.S., this is its first battery plant to be built outside of Japan. And it’s not done investing in the U.S. The company said it plans to invest up to $10 billion more than previously expected over the next five years.
Uber has quietly begun piloting in-app video recording for its drivers in India. The ride-hailing company is also seeking more premium customers through new efforts like Uber Ski, which lets riders schedule a vehicle in advance to nearly 40 popular ski destinations in North America and Europe, including Vail in Colorado and Park City in Utah.
Via had its first earnings since it became a publicly traded company, and, welp, it lost money. The tech transit software company reported a loss of $36.9 million in its third quarter, a 73% increase since the same period last year. Its revenue grew to $713 million, an 11% increase YoY.
One more thing …
Remember the poll in last week’s newsletter? I asked which product goal is Tesla most likely to achieve by 2035? The options are based on real goals laid out in Musk’s $1 trillion compensation package:
- 20 million Tesla vehicles delivered
- 10 million active Full Self-Driving subscriptions
- 1 million robots delivered
- 1 million robotaxis in commercial operation
- None of these will be reached
And y’all are split between two options: Tesla delivering 20 million vehicles, which received 34.7% of the vote, and “None of these will be reached,” which received 32% of the vote.
The one item you seem to agree on is that Tesla is unlikely to deliver on the other three goals. About 9.5% of readers picked the 1 million robots option, 12.6% chose 10 million active Full Self-Driving subscriptions, and 10.5% picked 1 million robotaxis in commercial operation within 10 years.
Note: If you want to participate in our polls, sign up for the Mobility newsletter here!
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.
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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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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.
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“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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