Robotaxi Deployments and Partnerships

• Waymo targets Munich by late 2027 and Singapore in 2028
• Bolt will own and operate 25,000 Lucid robotaxis in Europe
• Baidu and WeRide run driverless rides via Uber in Dubai
• Momenta plans to scale from hundreds to thousands of robotaxis by 2027
• VW's MOIA America and Beep launch robotaxis in Orlando
• Tallinn Airport authorises driverless vehicles without safety operators
• Hyundai builds tens of thousands of Ioniq 5 robotaxis for Waymo
• Uber's autonomous mobility head Sarfraz Maredia is leaving

‍

Tesla Cybercab and FSD

• Austin Cybercab rides match UberX pricing but supply is limited
• Texas Cybercab registrations rose from 45 to 126 in 22 days
• Cybercab web form signals outside owners buying the fleets
• Tesla's 11pm robotaxi curfew draws criticism
• Belgian test finds FSD Supervised speeding and overtaking cyclists illegally
• Germany backs swift EU approval of FSD Supervised

‍

Robotaxi Economics and Operations

• One projection puts robotaxi earnings at roughly $30,000 per vehicle a year
• Vehicles are only 30% to 40% of five year robotaxi costs
• Fleet operations, not software alone, drive profitability
• Resale value and depreciation could decide fleet winners
• ARK sees 24 million robotaxis covering most US urban miles
• Robotaxi growth drives demand for land, power, cooling and fiber
• Moove exits Nigeria after Uber's departure

‍

Regulation, Safety and Public Trust

• California's SB 1246 sets robotaxi operator obligations
• Waymo's transit credit shifts the debate beyond safety
• Most London interviewees would not ride a self driving taxi
• Empty robotaxi trips risk automating congestion
• ECAVA presents European Level 4 roadmaps in Paris
• Autonomous driving should learn from early micromobility mistakes
• Weak Australian rules let electric motorcycles pass as e-bikes

‍

Micromobility and Shared Mobility

• Voi secures a EUR 150 million credit facility
• Seattle's shared micromobility trips hit 10.53 million in 2025
• Standab's shared charging joins public and private fleets
• Vancouver's Compass Card now unlocks Modo and Mobi
• foodora Austria replaces e-mopeds with bicycles and e-bikes
• Poppy vehicles burned during a Brussels and Antwerp transit strike

‍

Autonomy and Public Transport

• The US, China and Europe run three distinct robotaxi races
• Autonomy is a capability that should strengthen public transport
• Robotaxi trips mostly carry two or fewer passengers
• Tokyo driverless taxis may profit while rural towns lose mobility
• Rural driverless services need a deliberately created market
• Hong Kong extends its North Lantau autonomous vehicle trial

‍

Urban Systems, Safety and Data

• Nudging under 2% of trips measurably reduces city congestion
• Khasm Labs' edge AI made 344,790 pedestrian safety decisions
• NYC's Vision Zero Reimagined promotes walking, biking and transit
• Car dependent mobility costs society US$9.3 trillion a year
• Coquitlam's draft road safety program sets out 22 actions

‍

Market Outlook and Emerging Modes

• McKinsey sees four forces reshaping mobility
• Capital access, not technology, decides autonomous winners
• Plug in vehicles reach 25% of global new car sales
• Riders shift to premium rideshare types as prices rise
• Over 80% of Belgian workers do not know the mobility budget
• Wing leads drone delivery while Amazon may top it by 2030
• Klein's AirCar needs production certification and deliveries next

‍

Thanks to Stephen Coulter, Chamath Palihapitiya, Dr. Saleh Alhamrani, Matthew Raifman, Simon Cox, Michael Richardson, Carson Jones, Maxim Glagolev, Henriette Cornet, Nick Ferenchak, Milena Boytchef, Ayeesha Bala-Wunti, Saber Fallah, Sophie Green, Jorge Navea Atorrasagasti, Hashim AlFatayerji, STEPHEN SNYDER, Moritz Koch, Dheeraj Bhardwaj, Nicolas Verstraete, Laura Herzig, Dr. Stephanie Altemoeller, Manuel Herzog, Nicolas Babin and everyone else who contributed insights to this edition. Find the full list of posts and voices on LinkedIn: