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  • TechCrunch Mobility: RIP, Tesla Autopilot, and the NTSB investigates Waymo | TechCrunch

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    Welcome back to TechCrunch Mobility — your central hub for news and insights on the future of transportation. To get this in your inbox, sign up here for free — just click TechCrunch Mobility!

    A quick bit of breaking news that hit just as we were about to send this newsletter out. The National Transportation Safety Board has opened an investigation into Waymo after its robotaxis have been spotted illegally passing stopped school buses numerous times in at least two states. Read the full story here.

    Now onto our regular programming …

    Tesla made a couple of moves this week — and just before its quarterly earnings drops — designed to show its progress, and even dominance, in automated driving technology. But, hold up, there is more to it than mere optics. 

    The week started with Tesla offering passengers robotaxi rides in Austin without a human safety driver in the front seat. If you recall, Tesla launched a limited service in Austin last year with a fleet of modified Tesla Model Y vehicles running a more advanced version of the company’s driving software known as Full Self-Driving Supervised (this one being “unsupervised”). Human safety operators have been riding in the front passenger seat as a precaution since the rollout.

    Not all of Tesla’s fleet in Austin will be fully driverless, and there is apparently a chase vehicle behind those that are. Still, it is notable and suggests Tesla is moving toward a broader ramp-up. 

    Meanwhile, Tesla has killed Autopilot, the advanced driver-assistance system that was initially introduced to its vehicles in 2014. Autopilot has gone through several software and hardware iterations over the years with new capabilities. 

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    Autopilot was instantly popular and controversial, in part because the name implied the system was more capable than it actually was. (Drivers are responsible and are supposed to have their hands on the wheel when Autopilot is engaged.)

    Tesla eventually made a basic Autopilot system standard in all of its vehicles, while launching and charging for a more robust system known now as Full Self-Driving (Supervised). The basic version, which is now dead, included traffic-aware cruise control, in which the vehicle maintains a set distance with cars ahead, and Autosteer, a feature that centers the vehicle in the lane and steers it.

    Its decision to kill what was standard ADAS comes one week after Tesla said it would stop charging a one-time $8,000 fee for the FSD software and move all customers to a monthly subscription. 

    These decisions when taken together offer a simple enough explanation: Tesla wants to recognize more revenue from FSD as it positions itself as an AI and robotics company. 

    But there is another possible reason. The company is facing a 30-day suspension of its manufacturing and dealer licenses in California after a judge ruled in December that Tesla engaged in deceptive marketing by overstating the capabilities of Autopilot and FSD. 

    The ruling has been stayed for 60 days to allow Tesla to comply. Dropping the Autopilot name while cashing in on FSD is a rather bold move. But perhaps Tesla believes this is enough to satiate the DMV.

    Deals!

    Image Credits:Bryce Durbin

    Zipline, the autonomous drone-delivery and logistics startup, has been around for more than a decade, starting in Rwanda delivering blood. Its progress has been slow and steady, notching wins in other African countries and expanding to the United States. That trajectory sped up after it launched a new drone platform in 2025 called P2 that focuses on home delivery of food and other goods. 

    Now, fueled with $600 million in new funding, its expansion ambitions have grown. The company, which is now valued at $7.6 billion, is bringing its service to Houston and Phoenix and plans to expand to at least four more U.S. states in 2026. 

    Fidelity Management & Research Company, Baillie Gifford, Valor Equity Partners, and Tiger Global participated in the funding round.

    Other deals that got my attention …

    ABZ Innovation, a Europe-based maker of heavy-duty agricultural and industrial drones, raised $8.2 million in a funding round led by Vsquared Ventures, with participation from Assembly Ventures and Day One Capital.

    Ethernovia, a San Jose, California-based startup that makes Ethernet-based systems for autonomous vehicles, raised $90 million in a Series B funding round led by Maverick Silicon — an AI-focused fund created in 2024 by hedge fund Maverick Capital.

    Serve Robotics, the sidewalk delivery robot company backed by Nvidia and Uber, acquired Diligent Robotics in a deal that values the common stock at $29 million. Diligent builds robots named Moxi that are designed to assist in hospitals by delivering lab samples, supplies, and other tasks. Note: Watch for more autonomous vehicle tech-robotics crossovers in the coming year. 

    Terralayr, a German grid-scale battery storage company, raised €192 million in a round led by Eurazeo. RIVE Private Investment, Creandum, Earlybird, Norrsken VC, and Picus Capital also participated.

    TrueCar founder Scott Painter reacquired the company in a $227 million deal through his firm Fair Holdings, and partners AutoNation, PenFed Credit Union, Zurich North America, and others. TrueCar will no longer be publicly traded, and Painter has returned to the CEO spot.

    Notable reads and other tidbits

    Image Credits:Bryce Durbin

    Austin Russell, the founder and former CEO of bankrupt lidar company Luminar, agreed to accept an electronic subpoena for information on his phone pertaining to the company. The subpoena is related to Luminar’s ongoing bankruptcy proceeding.

    Chinese automaker Geely Holding Group released its five-year blueprint, and among its many goals is a section on robotaxis. The company said that by 2030 its Cao Cao Mobility ride-hailing unit will operate a fleet of 100,000 robotaxis covering major cities in China. It also hinted at plans to expand beyond China “in the future.”

    General Motors is moving production of two gas-powered vehicles away from China and Mexico and to a U.S. factory in Kansas. That change will also mean the end of its rebooted Chevrolet Bolt EV, the only vehicle currently built at the Fairfax Assembly Plant in Kansas. Read more to learn when production of the Chevy Bolt EV will end

    Tesla aims to restart work on Dojo3, the company’s previously abandoned third-generation AI chip. Dojo3 won’t be aimed at training self-driving models. Instead, CEO Elon Musk says it will be dedicated to “space-based AI compute.”

    Waymo has opened its robotaxi service in Miami. Riders will be accepted on a rolling basis, to the nearly 10,000 local residents on its waitlist. 

    One more thing …

    Alex Roy, who co-hosts the Autonocast with me and Ed Niedermeyer, just traveled from Los Angeles to New York in a Tesla Model S, in which the vehicle’s Full Self-Driving Supervised software handled all of the driving. This “Cannonball Run” route is one Roy is familiar with; he set the transcontinental driving record in 2007 when he traveled the route in 31 hours and 4 minutes. He has gone on to make other Cannonball Run records in EVs. Others have followed and since beaten those records. 

    According to Roy, who captured the entire run on video, the FSD (version 14.2.2.3) drove 100% of the 3,081-mile journey. That included exiting the highway and parking at EV chargers. The time was 58 hours, 22 minutes.

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    Kirsten Korosec

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  • Tesla’s ‘Mad Max Mode’ Points to a Big Problem for Self-Driving Cars

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    “Mad Max mode” may sound like something out of a video game, but it is a real-life setting for cars currently plying America’s streets. And it poses genuine danger.

    In an homage to the main character from George Miller’s dystopian 1979 film and its sequels, originally portrayed by current Trump supporter Mel Gibson, Tesla created Mad Max mode as an option for vehicles equipped with its “Full-Self Driving” (FSD) system. The Mad Max icon is a mustachioed smiley face wearing a cowboy hat, bearing less of a resemblance to the film’s titular vigilante than to Tesla CEO Elon Musk’s brother, Kimbal. (Warner Bros., which released the films, has not filed suit.)

    Despite its name, FSD does not enable the car to drive itself. Rather, it is an advanced driver-assistance system (ADAS), capable of changing lanes, making turns, and adjusting speed as long as a human driver remains alert and ready to take over. Other automakers, such as Ford and GM, also offer ADAS systems.

    Mad Max mode is starkly different from other FSD settings like “Sloth” and “Chill.” Teslas using it will roll through stop signs and blast past other vehicles on the road. One driver posted a YouTube video showing his Mad Max-enabled Tesla hitting 82 mph while whizzing by a 65 mph speed limit sign. A social media user wryly suggested that Mad Max “should just immediately write you a ticket when you turn it on.”

    Tesla made Mad Max mode available briefly in 2018 and then reintroduced it in October. The National Highway Traffic Safety Administration quickly announced a safety investigation; the agency declined to give an update on its status.

    Musk’s company is not the only one programming its vehicles to treat traffic laws as suggestions rather than requirements.

    Waymo’s robotaxis (which, unlike ADAS such as Tesla FSD, do not require anyone in the front seat) have been spotted in San Francisco blocking bike lanes and edging into crosswalks where children are walking. In a recent Wall Street Journal story titled “Waymo’s Self-Driving Cars Are Suddenly Behaving Like New York Cabbies,” a Waymo senior director of product management confirmed that the company has programmed its cars to be more aggressive. He said that recent adjustments are making its robotaxis “confidently assertive.”

    Welcome to our brave new computer-powered future, where companies will determine which road rules are obeyed and which are ignored. We might not like what they decide.

    Mad Max, unleashed

    Traffic laws occupy a curious niche in the U.S., where most drivers break them regularly and without consequences.

    “There is this built-in acknowledgment that going 5 miles per hour over the limit is okay,” says Reilly Brennan, a partner at Trucks Venture Capital, a transportation-focused investment firm. “In other parts of our life, that wouldn’t be acceptable, like going 5% over in accounting or when a doctor performs some kind of task.”

    Indeed, many otherwise law-abiding drivers occasionally change lanes without using a turn signal or double park while grabbing coffee, knowing that these behaviors are technically illegal, but believing they are unlikely to result in a crash or fine.

    Driving more than 25 mph over the speed limit is a different story. Most people avoid doing so unless, say, rushing a child to the hospital, given the risk of getting into a crash or receiving a pricey ticket.

    But unlike humans, robotaxis and ADAS can violate traffic laws regardless of situational context. “You’ve taken away the agency of the person to decide whether it’s reasonable to break the law at that time,” says Phil Koopman, professor emeritus of computer science at Carnegie Mellon, who has studied autonomous driving extensively.

    Furthermore, companies like Tesla and Waymo may be shielded from the consequences of both minor and major traffic violations. The driver of a Tesla running FSD, for instance, is expected to remain alert and ready to take over, and the company claims that the driver—not Tesla—is liable for mishaps or collisions.

    “You have a company deciding to break the law, but the driver is being held responsible and suffering the consequences,” Koopman says. Last August, a Florida jury rejected Tesla’s attempts to pin crash responsibility on drivers alone, awarding $243 million to the family of a person struck and killed by a Tesla running Autopilot, the company’s less advanced ADAS. Tesla is appealing.

    Producers of fully autonomous software shoulder more responsibility for their vehicles’ actions than car companies offering ADAS. Still, accountability isn’t a given for them, either. State law in California and Georgia currently does not allow police to ticket vehicles without a driver, though California will close that loophole next year. (A Waymo spokesperson said the company supported California’s change).

    Everyone’s a road warrior now

    Without liability for traffic law violations, companies may program their vehicles to take more risks. Tesla likely launched Mad Max mode to appeal to the company’s hardcore customers, says author and podcaster Edward Niedermeyer, who has written a book about the company’s history and is currently writing a follow-up.

    “Tesla has a baseline incentive to release all kinds of weird, quirky, unique software updates that cost them almost nothing and fuel their online fan base,” he says. “Mad Max mode is an example of that, and it happens to also reflect the company’s casual attitude toward public safety.”

    Waymo’s robotaxis do not behave nearly as aggressively as Teslas running Mad Max. But the company faces an incentive to turn its assertiveness dial up a bit, if only to match the expectations of its paying passengers, who have become accustomed to violating traffic laws when they themselves sit behind the wheel. Driving “like your grandmother”—as writer Malcolm Gladwell described his Waymo passenger experience in 2021—isn’t exactly a juicy marketing line.

    “Consumers think that these systems should drive the way they drive,” Brennan says.

    Some circumstances clearly call for rule-breaking, such as moving across a double yellow line to navigate around a moving van that is being unloaded. “What we’ve learned through more than a hundred million real-world miles is that appropriate assertiveness is crucial for safety and traffic flow,” says a Waymo spokesperson.

    But other situations are trickier, such as dropping someone off in a crosswalk or bike lane when no parking spot is available. These behaviors may be common practice among human drivers, but they can endanger other road users and certainly inconvenience them. Last year, Waymo received 589 tickets for illegal parking in San Francisco.

    But the public may have limited patience for computer-powered cars that bend traffic rules or cause collisions. Researchers have found that people are more tolerant of risk in activities they can control (like driving) than those they cannot (like robotaxis). Case in point: A recent outcry erupted in San Francisco after Waymo vehicles ran over a cat and dog. Of course, countless American pets are killed by human drivers, including the estimated 100,000 dogs who die annually after being placed in truck beds.

    These tensions will not dissipate anytime soon, given how furiously makers of ADAS and autonomous vehicles are working to win over customers. Brennan envisions a future where riders might choose from varying levels of robotaxi assertiveness. “Right now, there is just one Waymo setting,” he says. But in a few years, there may be “three or four settings, and one of them is almost exactly like the way that you want to drive.”

    For that to happen, humans will have to grow accustomed to self-driven cars zooming past speed limits and playing chicken with pedestrians in crosswalks. Companies are designing their autonomous systems to reflect how humans drive, for better and for worse.

    By David Zipper

    This article originally appeared in Inc.’s sister publication, Fast Company.

    Fast Company is the world’s leading business media brand, with an editorial focus on innovation in technology, leadership, world changing ideas, creativity, and design. Written for and about the most progressive business leaders, Fast Company inspires readers to think expansively, lead with purpose, embrace change, and shape the future of business.

    Go inside one interesting founder-led company each day to find out how its strategy works, and what risk factors it faces. Sign up for 1 Smart Business Story from Inc. on Beehiiv.

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    Fast Company

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  • Tesla reintroduces ‘Mad Max’ Full Self-Driving mode that breaks speed limits

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    Tesla has added another brazenly stupid new entry to its dubious safety record. The latest update to Tesla’s Full Self-Driving System adds a mode called Mad Max, “which comes with higher speeds and more frequent lane changes” than the system’s Hurry mode. This feature isn’t new; it was part of the Autopilot mode in 2018 that pre-dated FSD. According to Electrek, the re-introduction of Mad Max mode is going exactly as well as you’d expect: “It hasn’t been out for 24 hours, and it has already been spotted rolling stop signs and driving more than 15 mph (24 km/h) over the speed limit.”

    Everything about this is a comically bad idea, or it would be comic if it wasn’t so downright dangerous. The US National Highway Traffic Safety Administration just opened an investigation into the company’s FSD system last week after receiving more than 50 reports of traffic safety violations in addition to numerous crashes. And this is just the most recent time the regulator has put FSD in its crosshairs. Choosing this moment to reintroduce an automated driving mode based on a post-apocalyptic wasteland where life is meaningless is a level of arrogance that does feel on brand for Tesla.

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  • Tesla makes its controversial Full Self-Driving software cheaper by $4,000

    Tesla makes its controversial Full Self-Driving software cheaper by $4,000

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    Tesla has reduced the price of its Full Self-Driving software in the US and Canada. Per a post from the company on X, it now costs $8,000 in the US (or $11,000 for buyers in Canada) to add the so-called Full Self-Driving (FSD) Capability. This is down from $12,000 ($16,000 CAD), according to Electrek, which also reports that Tesla has discontinued the $6,000 Enhanced Autopilot option. Current owners with that package can upgrade to FSD for $2,000.

    Tesla’s driver assistance features have been under scrutiny from regulators for years, and despite the name, Full Self-Driving isn’t meant to fully take over for a human driver at this stage. On its website, Tesla notes that current FSD features “require active driver supervision and do not make the vehicle autonomous.” In March, the company reportedly introduced a mandate requiring its staff to give buyers a demonstration of FSD before they’re able to take home their new cars, so they can see what the software has to offer.

    The latest price drop comes a few days after Tesla slashed the monthly cost of its subscription for FSD — which it has recently been referring to as Full Self-Driving (Supervised). The subscription, which previously cost $199/month, now goes for $99/month. Tesla also cut the starting prices of its Model Y, X and S vehicles this weekend by $2,000 each. Earlier this month, Tesla reported that its vehicle deliveries for Q1 2024 fell short of expectations, with an eight percent drop year-over-year.

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    Cheyenne MacDonald

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