TechCrunch Mobility: Two roads diverged — for robotaxis
Welcome back to TechCrunch Mobility, your hub for the future of transportation and now, more than ever, the role AI is playing in it.
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Robotaxis, autonomous trucking, and aircraft flying without a pilot.
Autonomous vehicles are the largest commercial deployment of robotics anywhere, and the only one where the public rides inside the robot. A driverless car is a perception, prediction and planning stack wrapped in two tonnes of regulated hardware, and the engineering problem it faces is the same one the rest of the field is circling: how to be reliable enough, often enough, without a human ready to take over.
The field has already run the experiment the humanoid companies are starting. A decade of well-funded work established that a compelling demo is roughly the first ninety percent, that the remaining few percent of reliability costs more than everything before it, and that the gap between a supervised drive and an unsupervised one is where companies fail. Several well-capitalised programmes did not survive that gap.
Uncrewed aircraft are the same problem with a different regulator. The airframe can fly the mission; whether it may fly beyond the operator's line of sight, over people, or at scale is a matter for civil aviation authorities, so rule-making timelines move that market more than hardware announcements do. The commercial cases that have held up are the ones where the alternative is genuinely worse: inspecting infrastructure a human would have to climb, spraying fields, surveying sites, and delivering payloads across terrain with poor roads.
What separates the survivors on the ground is unglamorous: depot operations, cleaning and charging logistics, remote assistance staffing, insurance, and the patchwork of state and municipal rules that decides where a vehicle may operate at all. Autonomous trucking is on a different curve again — highway driving is a narrower problem than dense urban streets, but the freight it moves makes the failure cases heavier.
Welcome back to TechCrunch Mobility, your hub for the future of transportation and now, more than ever, the role AI is playing in it.
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Read as Deal terms are usually undisclosed and headline prices often include earn-outs that depend on targets not yet met.
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Read as Deal terms are usually undisclosed and headline prices often include earn-outs that depend on targets not yet met.
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