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TechCrunch Mobility: The state of EV gross sales and Rivian secures the following $1B from VW


Welcome again to TechCrunch Mobility — your central hub for information and insights on the way forward for transportation. Enroll right here free of charge — simply click on TechCrunch Mobility!

This week I’m publishing an abbreviated model of the e-newsletter due to the 4th of July vacation. Should you’re driving, flying, or taking the prepare for the U.S. vacation — which AAA initiatives 72.2 million folks will journey at the very least 50 miles or extra — keep secure on the market. The whole e-newsletter returns subsequent week.

I’ve one essential announcement earlier than I sprinkle in a bit of reports. TechCrunch Mobility is shifting to the Beehiiv publishing platform in a number of weeks. Beehiiv offers numerous cool options — like polls! — to assist me higher have interaction with you, the reader. It’s a win for you and me.

The e-newsletter emails will proceed to come back from newsletters@techcrunch.com. To make sure you don’t miss a single one, please add the above tackle to your contacts and transfer it to your main inbox. This tells your web service supplier that you just love TechCrunch and wish to see this text.

A bit chicken

Picture Credit:Bryce Durbin

You might recall final week, a New York Occasions article reported that Uber co-founder and former CEO Travis Kalanick is working with buyers to purchase the U.S. arm of Chinese language autonomous automobile firm Pony AI, and Uber may even assist make it occur.

A number of little birds inform me Kalanick ally and Uber ATG veteran Eric Meyhofer is concerned. We’re poking round to be taught extra. Within the meantime, here’s a little historical past lesson. Meyhofer was with the Nationwide Robotics Engineering Middle at Carnegie Mellon College earlier than formally shifting over to Uber in 2015. He finally grew to become CEO of Uber ATG, the self-driving unit that was later offered off to Aurora. Meyhofer has been linked to Kalanick’s CloudKitchens enterprise through a restaurant automation and robotics enterprise referred to as Lab37which was initially reported by the Spoon again in 2023.

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Notable reads and different tidbits

Picture Credit:Bryce Durbin

Autonomous automobiles

A catchy new time period was coined throughout a latest recording of the Autonocastthe podcast I co-host with Alex Roy and Ed Niedermeyer (full credit score goes to Roy). The time period is MVAT, or minimal viable autonomy theater — when firms deploy the minimal viable autonomy product enough to perpetuate a story of progress.

One attainable instance: Tesla let a Mannequin Y SUV drive roughly 15 miles from its manufacturing facility to the residence complicated the place the automobile’s new proprietor lives, finishing what CEO Elon Musk referred to as the primary “autonomous supply” of a buyer automobile. If this can be a one-off, aka an indication, then it’s an MVAT.

This isn’t simply to select on Tesla, by the way in which. Many different firms have posted flashy movies to showcase the capabilities of their respective automated driving know-how. Nevertheless it was a much more frequent follow in 2015 — as AVs have been capturing as much as the highest of the hype cycle.

Electrical automobiles, batteries, & charging

The second quarter has ended and meaning gross sales and manufacturing numbers! Whereas many automakers situation month-to-month reviews, a number of the EV firms we monitor solely present quarterly numbers.

The electrical Hummer is nearly outselling the F-150 Lightning

Lucid gross sales inch ahead as EV maker pushes to ramp Gravity manufacturing

Rivian receives the following $1B from Volkswagen as gross sales struggles proceed

Tesla faces second straight yr of falling gross sales after one other unhealthy quarter

In the meantime, Republican legislators handed a reconciliation act that, amongst different issues, unwinds a lot of the Inflation Discount Act, together with that photo voltaic, wind, and clear hydrogen will all lose incentives underneath the brand new invoice. EV tax credit are additionally eradicated for brand new and used electrical automobiles and the set up of residence EV-charging gear.

The top of the EV tax credit score is already rippling via the business, together with firms that don’t even have an EV but to promote. Slate Auto, the Jeff Bezos-backed EV startup, was planning to promote a pickup truck for lower than $20,000 with the EV tax credit score utilized. However the language on its web site has modified to mirror the invoice’s passage.

Additionally a bit of reports from the world of electrical RVs and vans … Pebble, the California-based startup we’ve written about earlier than, has began buyer deliveries of its flagship all-electric journey trailer. And Grounded, the startup based by former SpaceX engineers and based mostly in Detroit, delivered its new electrical vanreferred to as the G3, to its first buyer.

Safety

The FBI and cybersecurity companies are warning that the prolific hacking group often known as Scattered Spider is now focusing on airways and the transportation sector.

Qantas, the Australian airline large, stated it skilled an information breach that compromised the private info of at the very least 6 million passengers.



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