Dima Dobrynin

Robotaxis are poised to add $15 billion–$20 billion to annual sales for Uber, Lyft and other firms in the global ride-sharing market, pushing it to around $340 billion by 2030, our analysis shows. Waymo’s service will grow through alliances with automakers, while Tesla's share in robotaxi service will depend on improving its cars’ software. In China, low-cost conventional taxis discourage investment in a fragmented robotaxi market that includes Baidu, DiDi, Pony AI and WeRide.

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Nuro, Uber And Lucid Join Robotaxi Race. Will Luxury Be Key? // The three companies have inked a big deal with large investments, and it means Nuro's robotaxi will be based on an expensive car. How does cost factor in competition? - https://lnkd.in/d5C364Pa

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Uber Is Investing $100M to Power Robotaxis Uber is putting $100M+ into building a dedicated autonomous vehicle charging network, starting in the Bay Area, LA, and Dallas. It’s partnering with EVgo Inc. in the U.S. and Ionity in Europe, while expanding robotaxi operations with Waymo and WeRide. This isn’t just about EV charging. It’s about securing the infrastructure layer of autonomy and especially as Tesla Inc. ramps up competition. Autonomy is becoming an infrastructure game. #AutonomousVehicles #Robotaxi #EV #FutureOfMobility

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.@TechCrunch Waymo’s Tekedra Mawakana on Scaling Self-Driving Beyond the Hype: Waymo co-CEO Tekedra Mawakana takes the Disrupt Stage at TechCrunch Disrupt 2025 (Oct 27–29, SF) to share the realities of scaling autonomous vehicles — from safety to regulation to the road ahead. http://dlvr.it/TN6PSW #tech #startups #VC

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When Infrastructure Fails, Autonomous Vehicles Face Their Biggest Test San Francisco's massive blackout this weekend exposed a critical challenge for the autonomous vehicle industry. Waymo's robotaxis found themselves frozen at intersections across the city, creating traffic chaos as the power grid collapsed. Here's what happened: A fire at a utility substation knocked out power for over 120,000 customers, taking down traffic signals throughout San Francisco. While Waymo's vehicles are programmed to treat malfunctioning lights as four-way stops, the sheer scale of the outage overwhelmed their decision-making systems. Robotaxis remained stationary far longer than necessary, blocking intersections while human drivers navigated around them. The bigger picture? This incident highlights a fundamental truth about autonomous vehicles—they're only as reliable as the infrastructure they depend on. As these companies scale (Waymo now provides 450,000 rides weekly), edge cases become everyday scenarios. The good news: Waymo acknowledged the challenge and committed to integrating these lessons into its technology. This is exactly how innovation advances—through real-world stress tests that reveal gaps in preparation. Key takeaway for tech leaders: Building resilient autonomous systems means planning for infrastructure failures, not just perfect conditions. The vehicles that succeed will be those that can handle chaos, not just optimized environments. 💬❓What's your take? 🔹 Should cities upgrade their infrastructure before expanding autonomous vehicle programs, or 🔹 Should AVs be designed to handle failing infrastructure? Drop your thoughts below. 👉 Follow me for more insights on autonomous vehicles, urban tech, and transportation innovation. https://lnkd.in/gpNCmmVN? Platform: TechCrunch Author: Anthony Ha #AutonomousVehicles #SelfDrivingCars #Waymo #UrbanTech #SmartCities #TransportationInnovation #TechLeadership #Infrastructure #AI #Robotaxis #FutureofMobility #SanFrancisco #Technology #Technews

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