Waymo’s co-CEO, Tekedra Mawakana, had a clear message during her interview on the TechCrunch Disrupt 2025 stage Monday: “It is imperative that we scale.”
Mawakana was speaking in the context of how Waymo balances fundraising (and burning through that money) with eventually achieving profitability. But she was also clear in the interview that she believes Waymo can increase road safety by reaching that scale.
All this helps explain why the company has been on an expansion tear this year, and expects to launch in many more U.S. cities — D.C., Miami, Denver, Dallas, Seattle, and Nashville — as well as in London in 2026. It’s a furious pace that has seen the autonomous vehicle company leverage multiple partnerships with the likes of companies like Uber, Lyft, and Avis.
“By the end of 2026, you should expect us to be offering 1 million trips per week,” she said.
Mawakana spent a lot of time during the interview with TechCrunch Transportation Editor Kirsten Korosec talking about the challenges of safely reaching that kind of scale.
The Waymo co-CEO maintained that the company is operating at a level that is safer than the typical human driver. And while she didn’t name names, she took a shot at competitors, saying they aren’t doing enough to prove that their autonomous vehicle technology is truly safe.
“It is incumbent upon [them] to be transparent about what’s happening,” she said. “And if you are not being transparent, then it is my view that you are not doing what is necessary in order to actually earn the right to make the road safer.”
Her comments come as the company continues to iron out edge cases during its expansion — with one of the most recent incidents coming in Atlanta, Georgia, where a Waymo vehicle pulled out in front of a stopped school bus, leading to an investigation from the National Highway Traffic Safety Administration.
Waymo itself recently released a report claiming its vehicles are already five times safer than most human drivers, and 12 times safer with respect to pedestrians.
Still, Waymo vehicles have been caught making a number of head-scratching decisions.
“It’s important to recognize, it’s not going to be perfection, but that doesn’t mean you shouldn’t be accountable for transparency,” Mawakana said on stage. “I think…we really worry as a company about those days. You know, we don’t say whether, we say when, and we plan for them.”
Mawkana also said Waymo doesn’t think in terms of “how many [incidents] are allowable.”
“We know they’re going to happen because our cars are on the road with humans, and unfortunately, right now, the state of the roads and the state of human driving is there is a lot of deaths, and there are a lot of injuries being caused on the roadways,” she said.
And when asked whether the public would accept a death caused by a robotaxi in the face of the promise of greater safety, Mawakana said: “I think that society will.”
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The autonomous vehicle industry is years — maybe decades — from maturing. And so there’s still a Wild West quality to the sector, in spite of the steady stream of announcements that do show marked progress. Two such news items from this week illustrate my point of progress, possibility, and even a bit of peril (at least to the ups and downs a public market can provide).
First up is Gatik, an AV and logistics startup that is applying its tech to middle-mile trucks. The startup, which I first wrote about in 2019, announced a multi-year and expanded commercial partnership with Canada’s largest retailer, Loblaw. Under the deal, Gatik will deploy 20 autonomous trucks by the end of 2025 to provide driverless delivery to Loblaw’s network of stores in the greater Toronto area. Co-founder and CEO Gautam Narang told me the company will add another 30 autonomous trucks to the fleet by the end of 2026.
The deal is notable, and not just because of the fleet size. As Narang explained to me, the trucks will be handling the full regional network for Loblaw. This means these third-generation AV trucks will operate autonomously to pick up products from two distribution centers and make deliveries to over 300 retail stores. “These are multiple brands within the Loblaw umbrella,” he said.
In other words, this is not some fixed-route pilot program. It’s commercial, and it’s complex.
Next up is Kodiak Robotics, another startup I have reported on since its founding. The company, which is developing self-driving trucks for highway, industrial, and defense uses, began trading on Nasdaq this week under the tickers KDK and KDKRW.
The company, which is now called Kodiak AI, went public via a merger with special-purpose acquisition company Ares Acquisition Corporation II, an affiliate of Ares Management. The deal valued the startup at about $2.5 billion.
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Kodiak raised $275 million in financing. More than $212.5 million came from certain institutional investors, including $145 million in PIPE funding and about $62.9 million in trust cash from Ares. It should be noted that the trust cash is smaller (it was $562 million), as some SPAC investors redeemed their shares.
I spoke to founder and CEO Don Burnette the day before Kodiak’s big debut about why he took the company public — let alone via a SPAC. It was a big moment for Burnette, whose family was on hand to watch him ring the bell and mark the milestone. The stock was trading at about $7.70 Friday, down about 10% from its market open.
“As you can imagine, building and scaling a transformative autonomous driving company is very capital intensive, and we were looking to access the public markets as a path forward for the company. And when choosing between, you know, traditional IPO or a SPAC, we considered all the options,” he said. “We felt like, from a timing perspective, it was the right decision for the company (to take the SPAC route).”
It should be noted that Burnette is also quite bullish on defense. Here’s why:
“I think autonomy is the future of ground transportation broadly,” he said, before noting the benefits within defense for logistics and reconnaissance operations for ground vehicles. “One of the key things is defense requires unstructured autonomy, and this is one of the areas where we become specialists.”
A little bird
Image Credits:Bryce Durbin
A few weeks ago, we wrote about some trouble at Hyundai‘s electric air taxi startup Supernal, including that the company had stopped work on its air taxi program and that its CEO and CTO were out.
This week, a little bird told us that a wider reorg of Supernal’s C-suite was afoot — something Hyundai Motor Group has now confirmed to us.
Chief strategy officer Jaeyong Song and chief safety officer Tracy Lamb are part of a “transition to new leadership,” according to the Korean conglomerate. Song’s departure is particularly notable, as he was once the VP of Hyundai’s Advanced Air Mobility division, which Supernal was spun out of in 2021. Also gone is Lina Yang, who most recently served as chief of staff to the startup’s now-former CEO, but who also served as Supernal’s “Head of Intelligent Systems” before that.
RememberMoxion Power, the portable battery startup that raised $110 million before going bankrupt? The founders are back with a new startup called Anode Technology Company, which has designed a mobile battery and inverter that can be used for EV charging and supplying remote power to construction sites and live events. The startup just raised $9 million in seed funding in a round led by Eclipse Ventures; its partner, Jiten Behl, who spearheaded the deal, was previously Rivian’s chief growth officer. Apparently, Behl’s interest was sparked by his experience at Rivian.
Side note: Palo Alto-based venture capital firm Eclipse sure has been busy this year. The VC firm led the $105 million round of Also, the micromobility startup that spun out of Rivian, and recently hired longtime T. Rowe Price Group investor Joe Fath as partner and head of growth.
The firm doesn’t explicitly focus on transportation, but some of its portfolio companies in this sector include Arc, Bedrock Robotics,Reliable Robotics, Skyryse,and Wayve.
Other deals that got my attention …
Rapido, a popular ride-hailing platform in India that competes with Uber, doubled its valuation to $2.3 billion following a secondary share sale by food delivery giant Swiggy. The share sale comes just weeks after Rapido began piloting food deliveries, edging into Swiggy’s core territory.
Telo, the tiny electric truck developer, raised $20 million in a Series A funding round co-led by designer and Telo co-founder Yves Béhar and Tesla co-founder Marc Tarpenning, who is on Telo’s board. Additional investment came from Salesforce CEO Marc Benioff and early-stage funds like TO VC, E12 Ventures, and Neo.
TheTrump administration is seeking up to a 10% stake in Lithium Americas in exchange for renegotiating the repayment period of a $2.26 billion Department of Energy loan. GM is a major investor in the Canadian company, which is developing a lithium mine in Nevada that is expected to be the largest in the Western Hemisphere.
Notable reads and other tidbits
Image Credits:Bryce Durbin
Hackers have had quite an active week in the transportation sector. Stellantisconfirmed a data breach involving customers’ personal information. The breach is linked to a hack of its Salesforce database. Meanwhile, a hack that began last Friday and targeted check-in systems provided by Collins Aerospacecaused delays at Brussels, Berlin, and Dublin airports, as well as London’s Heathrow. The U.K.’s National Crime Agency has arrested a man in connection to the ransomware attack. And finally, Jaguar Land Roversaid it will not resume production at its factories for yet another week as it continues to grapple with fallout from a cyberattack.
Battery materials startup Silastarted operations at its facility in Moses Lake, Washington, a milestone that could pave the way for longer-range, faster-charging EVs. The factory is the first large-scale silicon anode factory in the West and will initially be capable of making enough battery materials for 20,000 to 50,000 EVs. Future expansion could fulfill demand for as many as 2.5 million vehicles.
Automakers continue to pull back on EVs and electrified vehicles. Honda is ending U.S. production of its Acura ZDX electric vehicle that was being built by General Motors in Tennessee, CNBC reported. And Stellantis has canceled plans to produce a 4xe plug-in hybrid Jeep Gladiator in North America by the end of 2025. Which EV is next on the chopping block?
The National Highway Traffic Safety Administrationopened an investigation into Rivian over issues with the seat belts in its electric delivery vans that could introduce additional risk in the event of a crash, Bloomberg reported.
Tesla asked the Environmental Protection Agency not to roll back current vehicle emissions standards, breaking from other major automakers that want to see the rules eased.
TuneIn, an audio streaming service, is collaborating with the Federal Emergency Management Agency to deliver emergency alerts directly to drivers.
Volvo Cars is pledging a commitment to U.S. production. The company said it will continue to invest in its U.S. car plant near Charleston, South Carolina, and announced plans to expand the factory to produce a hybrid vehicle by the end of the decade.
Waymo launched “Waymo for Business,” a new service designed for companies to set up accounts so their employees can access robotaxis in cities like Los Angeles, Phoenix, and San Francisco.
Zoox has asked federal regulators for an exemption that would allow the Amazon-owned autonomous vehicle company to commercially deploy its custom-built robotaxis, which lack traditional controls like pedals and a steering wheel.
One more thing
Finally, proof of life from Luminar founder Austin Russell.
You may remember that Russell was mysteriously and suddenly replaced in May as CEO of the lidar company he created. The company has never truly explained his departure, only that it was the result of a “code of business conduct and ethics inquiry” initiated by the board.
Russell has been silent; while he remains on Luminar’s board, he hasn’t signed any of the filings the company has submitted with the U.S. Securities and Exchange Commission since he was replaced. This week, he reappeared as the co-founder of a new company called Russell AI Labs. It’s billed as a “platform that backs and builds transformative AI and frontier technology companies.”
It doesn’t seem like his troubles at Luminar have affected his ability to attract high-profile support or make eyebrow-raising deals. Russell’s co-founders are Markus Schäfer, CTO and board member at Mercedes-Benz Group AG, and Murtaza Ahmed, who served as a managing director at Goldman Sachs before joining SoftBank and was a partner in the $100 billion Vision Fund and managing partner of its $5 billion Latin America Fund.
As part of Russell AI Lab’s debut, the startup announced it has taken a $300 million stake in agentic AI company Emergence AI.
Waymo is continuing to expand its foothold across the US, having recently started in more parts of the San Francisco Bay Area. Next up are and , and now the company has to offer its driverless Waymo One service in the nation’s capital in 2026.
Before that can happen, though, Waymo will need to get approval from regulators. The company says it will “continue to work closely with policymakers to formalize the regulations needed to operate without a human behind the wheel in the District.” DC currently requires autonomous vehicles to have a human at the wheel, ready to take control if necessary.
“Our priority remains ensuring that any company operating in the District — such as Waymo — does so in a manner that prioritizes safety, aligns with our regulatory framework, and integrates seamlessly into DC’s unique transportation ecosystem,” German Vigil, a spokesman for the District Department of Transportation, told . He noted that the agency is refining its approach to regulation “based on public input, emerging best practices and lessons learned” from other jurisdictions.
Waymo has tested its vehicles in DC for several years and it plans to “continue introducing ourselves to DC’s communities and emergency responders over the coming months.” Per the Post, if and when Waymo One does become available in the District, the robotaxis would not take riders to any of the region’s airports, as they wouldn’t (at least at the outset) have a permit to cross into Maryland or Virginia.
Waymo is voluntarily recalling its robotaxis after one of them collided with a telephone pole in an alley enroute to pick up a passenger, The Verge reported. The vehicle was unoccupied and no bystanders were injured.
At the time of the May 21st accident, the Waymo vehicle went through an alley lined with telephone poles mounted at street level rather than on a curb, with a yellow line showing where to drive. While pulling over, it struck one of the poles at 8 MPH and sustained some damage, Waymo said.
“It never made it to pick us up,” the passenger waiting for the car, Jericka Mitchell, told 12News. Mitchell reportedly heard, but didn’t see the accident.
The company filed a recall with the National Highway Traffic Safety Administration (NHTSA) after updating the software in its entire self-driving fleet of 672 vehicles. The update is designed to fix an error that assigned a low damage score to the pole and failed to account for the alleyway’s hard edge.
It’s only Waymo’s second recall. The first happened earlier this year when two of its autonomous vehicles crashed into the same pickup truck that was being towed. In that one, Waymo found that its software failed to predict the movements of the vehicle due to “persistent orientation mismatch” between the towed vehicle and the one towing it.
Waymo is also under investigation for more than 24 incidents including crashes and traffic violations. Rival Cruise, owned by GM, was involved in a more serious incident last year, wherein one of its robotaxis accidentally dragged someone hit by another vehicle a few dozen feet down a San Francisco street. California then suspended its license to operate in the state and Cruise eventually paused all robotaxi operations
