Autonomous Vehicles and Robotaxis

• NHTSA granted Zoox the first commercial exemption for a purpose built robotaxi, and it now runs paid rides in Las Vegas
• Tesla tripled its unsupervised robotaxi footprint in three weeks, adding Orlando and Tampa after Miami
• Waymo is preparing to split from Uber and enter Austin and Atlanta on its own by January 2028
• Volkswagen's MOIA launched Europe's first public robotaxi pilot in Hamburg with autonomous ID.Buzz vehicles
• Uber agreed to invest up to 12 billion dollars in Rivian to deploy as many as 50,000 vehicles
• GreenMobility and WeRide partnered to bring Denmark's first fully driverless cars to market in 2027
• NVIDIA released Alpamayo 2 Super, an open reasoning model for robotaxis, trucks and delivery vans

‍

Micromobility

• Newlane introduced a foldable helmet to raise low helmet use on short micromobility trips
• Veo launched Rover, a shared electric trike designed with older adults and disability advocates, in Denver
• New York City sent cease and desist letters to 42 online retailers selling illegal e-motos
• Micro Mobility Systems recommitted to manufacturing electric microcars in Turin after a debt restructuring
• Bolt and ETH Zürich found 56 percent of shared micromobility trips in Hannover connect to public transport
• Transport for West Midlands coordinated shared micromobility across multiple municipalities under one framework

‍

Shared Mobility and Fleet Operations

• Stellantis sold Free2Move to Mutares and Renault wound down Mobilize, continuing OEMs' retreat from shared mobility
• Bolt Drive launched a car sharing fleet of nearly 400 hybrid vehicles in Warsaw, its sixth market
• Aurora scaled driverless trucking to a ten route commercial network
• Hamburg's road authority signed with Umovity to develop AI powered, cloud based traffic signal control
• Parkin now manages more than 258,000 parking spaces, with over 90 percent of services delivered digitally
• RIU Hotels partnered with umob to give guests access to more than 30,000 shared bikes across London

‍

Policy and Regulation

• NHTSA is proposing to strip outdated vehicle rules written for human drivers and fast track new AV safety standards
• Brussels' Council of State annulled the city's shared micromobility operating licenses after an eight year dispute
• Spain's draft Social Climate Plan allocates 4.4 billion euros to sustainable mobility through 2032
• A KPMG Belgium study found 86.7 percent of pillar two mobility budget spending goes toward housing
• India's transport ministry and TRAI are working toward vehicle to pedestrian communication standards
• The Florence School of Regulation flagged public service contracts and multimodality as future EU transport themes
• Massachusetts' Special Commission on Micromobility released a report on how e-bikes and scooters should be classified

Funding and Market Data

• Lime listed on Nasdaq at a market capitalization near 1.7 billion dollars, with a going concern warning attached
• Lime's second quarter revenue rose 24 percent to 304.2 million dollars, crossing a 2 billion dollar valuation
• Voi reported its strongest quarter yet, with 69 million euros in revenue and 43 million rides
• Woven Capital co-led Moove's 250 million dollar Series C, backing its 42,000 vehicle fleet across 29 cities
• Atoms, founded by Travis Kalanick, partnered with Joby Aviation to build vertiport infrastructure across four states
• The Mobility on Demand Market is projected to nearly double from 123 billion to 240 billion dollars by 2031

‍

Thanks to Dominic Cotton, Candice Xie, Mike Peregudov, Michelangelo Liguori, Venkatesh Gopal, Eric Zhao, Bojan Jukic, Jeff Teismann, Bern Grush, Jack Dunkley, Marc Williams, Kasper Gjedsted, Jensen Huang, Augustin Friedel, Diego Ramirez-Goelz, Ferhat Babacan, Dr Uwe Reiter, Mohamed Al Ali, Raymon Pouwels, Abhirup Roy, Martin Lefrancq, Nicolas Verstraete, Junko Yoshida, Harry Campbell, Lars Christian Grødem-Olsen, Prabin Joel Jones, Yessin Aattache, Manas Punhani, Betty Lee, Stephan Baral, Marc Amblard, TUSHAR Ranjan, Marc Figuls, Dorottya Szemere, H. Zeke Mermell, Mireia Gilibert, Mihai Chirca, Timothy Papandreou and Tom Miller, and everyone else who contributed insights to this edition.

Find the full list of posts and voices on LinkedIn: https://www.linkedin.com/pulse/best-linkedin-cw-31-32-autonomous-mobility-markets-thomas-allgeyer-nx8fe/?trackingId=6n82963yCiqQaeGSamt0gg%3D%3D