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I am back from vacation. What did I miss? Turns out, quite a lot — including the end of the Uber-Waymopartnership in Phoenix. Uber and Waymo still have robotaxi service partnerships in Atlanta and Austin. The question is not if, but when will these agreements end? But that isn’t the most intriguing question, in my opinion. I am far more intrigued by how these two companies will behave once the remaining partnerships end.
There is already tension with Uber executives taking not-so-subtle shots at Waymo. I expect that once the partnerships end, these thinly veiled barbs will be replaced with more direct action. One battleground will be policy, specifically markets where robotaxi companies are angling to get access.
This week, we saw another interesting development in the autonomous vehicle industry on the federal stage. National Highway Traffic Safety Administration administrator Jonathan Morrison issued a directive to autonomous vehicle developers, stating that it is unacceptable for their vehicles to interfere with first responders or law enforcement.
The money quote: “Let me be clear: the inability to detect and appropriately respond to such situations represents a functional insufficiency. Emergency scenes are not rare or extreme ‘edge cases.’ As such, NHTSA is today issuing a call to action for AV developers and operators to immediately focus their resources on fixing this issue.”
Morrison’s letter never calls out any one robotaxi company and it was sent to every AV developer listed in the Department of Transportation’s Standing General Order. But it sure seems like Morrison is directing the agency’s ire at Waymo.
A previous TechCrunch investigation found that Waymo — which operates the largest robotaxi fleet in the United States, with vehicles in cities such as Los Angeles, Phoenix, and San Francisco — has had repeated run-ins with first responders. And just this week, San Francisco supervisor Bilal Mahmood said he plans to submit a letter of inquiry to examine how autonomous vehicles affected public transit services and emergency responders following a July 4 fireworks show that resulted in massive gridlock. Local news outlets reported that numerous Waymo robotaxis had to be towed after running out of power during the lengthy traffic jam.
Morrison’s letter has gravitas. But will there be substantive consequences for AV developers? It’s hard to tell at this point. For now, the NHTSA has demanded companies present the agency with “solutions” by the end of the month.
One more news item from the feds. Take a look at the new 2026 Regulatory Plan and Unified Agenda, which was updated last week. It contains a long list of proposed changes to Federal Motor Vehicle Safety Standards (FMVSS) requirements, which govern vehicle design and equipment requirements. These proposed changes could help autonomous vehicle companies like Tesla and Zoox, which are developing vehicles without steering wheels, pedals, or other features required on human-driven cars.
We usually focus on venture deals, but this week I wanted to highlight Rivian and the sale of 86.25 million Class A common shares priced at $15.50 each (that includes an added 11.25 million in additional shares that underwriters opted to buy).
In all, Rivian said it expects to raise $1.32 billion in new capital. The raise comes at a notable time for the EV maker. The company started delivering its new R2 SUV last month and recently raised its sales forecast for 2026. The company said it now expects to deliver between 65,000 and 70,000 vehicles after outperforming its own expectations in the second quarter due to robust growth quarter-over-quarter in EDV and R1, coupled with the introduction of R2 deliveries.
The company didn’t explain the reason for the raise. But as a reminder, Rivian is not yet profitable and scaling up production of the R2 — or any vehicle for that matter — isn’t cheap!
Other deals that got my attention …
Bidbus, a Los Angeles-based startup that built a digital marketplace where multiple dealers can bid on a car, raised $15 million in a Series A funding round led by Ibex Investors. Mucker Capital, FJ Labs, Motley Fool Ventures, Data Point Capital, Walter Ventures, and the Car Dealership Guy’s Yossi Levi also participated.
Lyft said it plans to acquire Serveo’s bike-share business in Spain. Terms weren’t disclosed, but the ride-hailing company said it is expected to close this year.
TaiSan, a U.K. battery startup, raised £4.65 million in a seed funding round co-led by Eos Advisory and the Midlands Engine Investment Fund II. InnoEnergy, AFI Ventures, EverQuest Capital Partners, Exergon, Heartfelt Ventures, Adeline Arts & Science, Techmind, angel investor François Badelon, and matched funding from Innovate UK also participated.
Notable reads and other tidbits
Image Credits:Bryce Durbin
AssuranceAmerica, a U.S. insurance provider, confirmed a data breach that affected the personal information and driver’s license numbers of 6.9 million people, making it the largest known spill of Americans’ driver’s license information this year.
Beta Technologies, the electric vehicle takeoff and landing developer, completed operational flights conducted under the U.S. Department of Transportation and Federal Aviation Administration’s new eVTOL Integration Pilot Program. The flights covered about 275 nautical miles covering Virginia and Maryland.
Longtime followers of Tesla will remember the heady days when Elon Musk battled various short sellers of the company’s stock. Musk is more polarizing than ever, and one exchange-traded fund creator has found a way to tap into that negative sentiment with two new anti-Elon exchange-traded funds.
GM brand Chevrolet built an all-American EV truck. Senior reporter Tim De Chant asks, Why is nobody buying it?
Manna Aero, the Ireland-based autonomous drone delivery startup, is scaling up in the United States with a factory and operations center in Tulsa, Oklahoma, that it says will employ 1,000 in the next few years.
Slate Auto teamed up with Crayola to offer its EV truck and SUV customers vehicle wraps in five crayon colors. (Reminder: The basic Slate EV vehicle isn’t painted. Instead, it comes in a gray composite material that can be customized with a vehicle wrap. The company has hundreds of options to choose from.)
One more thing …
TechCrunch podcast Build Mode just launched its third season, and it’s a banger. Build Mode is hosted by Isabelle Johannessen, who heads TechCrunch’s Startup Battlefield program. Unlike Equity — the TC podcast I co-host along with Anthony Ha and Sean O’Kane — Build Mode is designed to help early-stage founders.
The new season kicks off with Precursor Ventures founder and managing partner Charles Hudson, who talks about what early-stage founders need to know before raising their first institutional round.
The Department of State Services has warned religious leaders in Osun State about an alleged plan by terrorists to attack churches, mosques, markets and other places where large numbers of people gather.
Politics Nigeria gathered that the warning was issued during separate meetings between DSS officials and leaders of the Muslim and Christian communities in Osogbo.
The security agency reportedly told the religious leaders that intelligence had uncovered plans to move terrorist activities into the southern part of the country, with the South-West identified as a possible target.
The alleged plot is believed to be connected to efforts to create fear and insecurity ahead of the 2027 general elections.
The DSS reportedly advised religious organisations and other owners of public gathering centres to strengthen their security arrangements and remain vigilant.
President of the Osun State Muslim Community, Alhaji Mustapha Olawuyi, confirmed that the meeting with the DSS took place in Osogbo.
Olawuyi said the warning was serious and urged Muslims across the state to take the security advice seriously.
He said, “The meeting is true; it was held on Wednesday in Osogbo. We need to be careful and vigilant. These people (terrorists) have been trying to infiltrate Osun for quite some time.
“We had, some time ago, sent back some herders, numbering about 200, who flooded Osun from the Ikirun axis. There were also some individuals who came into the state on motorcycles. They didn’t understand our language and we had to send them back. The DSS is doing a very good job in terms of intelligence and alerting the people.”
Olawuyi also disclosed that the DSS had given specific instructions to mosque leaders on steps they should take to reduce the risk of attacks.
He later circulated an audio message to imams across the state, explaining some of the information presented during the meeting.
According to him, the security agency said terrorists could attempt to exploit crowded religious gatherings to cause casualties and create widespread panic.
He said, “The DSS came from Abuja to Osun to warn us about a plot by some politicians and terrorists to frustrate the 2027 election, and for every one of us to be careful.
“The officers said they had intelligence that the terrorists would mobilise to the southern part of the country and the South-West, especially to cause mayhem so that the election may not hold or cause apathy.
“They advised that all religious centres should be watchful. They told us not to allow anybody with a car to park close to the people or congregation during Jumat prayer or gathering. They warned us against allowing anybody to sleep in the mosque. They also told us to be careful of compromised commercial motorcycles and herders. They told us to have night guards at every mosque.”
The Christian community in the state also received a similar warning.
The Osun State Chairman of the Christian Association of Nigeria, Pastor John Adeleke, confirmed that the DSS met with Christian leaders and asked them to increase security awareness in churches and other places where people gather.
Adeleke said the security agency specifically urged churches to be cautious about unfamiliar vehicles and unknown visitors.
He said the warning was subsequently circulated among CAN blocs and other Christian groups in the state.
A report of the meeting also indicated that the DSS told Christian leaders that terrorists had allegedly mapped out Osun State as part of a wider plan to attack states in the country before the 2027 presidential election.
The report stated that the suspected attackers were allegedly planning a route through Kaduna and Jos before moving towards Osun State.
It identified churches, mosques, markets, schools, clubs and viewing centres among the places that could be targeted.
The report, titled, ‘The Report of the Meeting Held with the Department of State Security Osun State Command Today, Wednesday, 9th September, 2026’, was signed by the State Assistant Secretary, Osun CAN, Ajayi J.K.
The report read in part, “The DSS Osun State Command called for a meeting with the OSCAN Chairman, Rev. Dr John Adeleke, on the alertness of security in Osun State.
“They made it known, based on their intelligence and security expertise, that the attackers or the terrorists have mapped Osun State, and that between now and the period of the coming presidential election, they will attack some states. They planned to go through Kaduna, Jos and come down to Osun State.
“Their targets are places of gathering, such as churches, mosques, markets, schools, clubs or viewing centres, etc., and we are asked to put tight security in place in our churches.”
Adeleke said church leaders were also advised to discourage activities that could expose worshippers to unnecessary risks, particularly at night.
He said visitors should be properly identified before being allowed into church premises, while school owners and managers of other public facilities were also expected to review their security arrangements.
He said, “After sharing with us that the churches will need to be careful and that we should encourage our churches also to be on alert, we sent the message to all our blocs and different platforms, where our people may be informed.
“For example, they told us we should not allow a strange vehicle to park near churches because there may be explosives inside the car. They also told our leaders throughout the state that they should be careful, and any visitor that comes around should be questioned before we allow him or her into the premises of the church.
“They also said we should be careful of night programmes, so that the people will not take advantage of the darkness to perpetrate their evil plans. The message is that our people should be security-conscious. If they see anything, they should say it. They also told us to inform school owners to be security-conscious. The government is aware too. God is our divine protector, but in areas where we need to be careful, we want to be,” Adeleke added.
Osun has also witnessed heightened political and security concerns in recent weeks following the August 15 governorship election in the state.
The election was conducted amid calls for security agencies to protect voters, electoral officials and collation centres.
The latest DSS warning has therefore placed churches, mosques and other public gathering centres on heightened alert.
Religious leaders are now expected to pass the security information down to worshippers and members of their communities.
The advice includes reporting suspicious persons and activities, avoiding unidentified vehicles around crowded locations and ensuring that security arrangements are in place during major programmes.
Nonetheless, The DSS has not publicly released detailed information on the alleged terrorist intelligence or identified the specific groups suspected of planning the attacks.
The Peoples Democratic Party, PDP, in Osun State has ended its electoral collaboration with Accord following the August 15 governorship election.
The revelation was made by the PDP National Treasurer, Diran Odeyemi, in a statement signed by Senator Olubiyi Fadeyi Ajagunla in Osogbo on Saturday.
Odeyemi said the arrangement between the two parties was specifically tied to the governorship election and would not continue into the 2027 general elections.
The PDP chieftain also declared that the party had begun preparations for the 2027 elections, with its candidates expected to commence campaign activities ahead of the polls.
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He disclosed that Senator Olubiyi Fadeyi Ajagunla, representing Osun Central Senatorial District, remained the PDP’s candidate for the district in the 2027 Senate election.
Odeyemi urged PDP members and supporters in the senatorial district to mobilise support for Fadeyi and work towards securing victory for the party at the polls.
According to Odeyemi, “the PDP had deployed its political structure to support Governor Ademola Adeleke’s re-election bid during the August 15 governorship election, when Adeleke contested under the Accord platform.
“The agreement between the party and Accord ended with the governorship election and now the party is ready to support and work for Senator Ajagunla during the 2027 polls.
“In the Osun Central Senatorial District, Senator Olubiyi Fadeyi Ajagunla is our candidate and the PDP will campaign and work with him.”
Odeyemi also said the end of the arrangement was a matter of party organisation rather than a personal dispute, noting that Accord’s Osun Central senatorial candidate, Gani Olaoluwa, remained his friend.
“The arrangement we had with Accord in Osun has ended with Governor Adeleke’s election. I have been mandated in my capacity as the PDP National Treasurer to deliver the senatorial district for the party,” he said.
Fadeyi, a former member of the All Progressives Congress (APC), recently confirmed his return to the PDP and said he had informed the Senate of his decision.
He also cited the conduct of the APC’s National Assembly primary election for Osun Central as a reason for leaving the party, while reaffirming his candidacy for the 2027 Senate election.