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It’s been a minute, of us! As you would possibly recall, the publication took somewhat vacation break. We’re again and nicely into 2026. And so much has occurred because the final version.
I spent the primary week of the yr on the Shopper Electronics Present in Las Vegas. And whereas I wrote about this final January, it’s price repeating: U.S. automakers have left the constructing.
What has crammed the void within the Las Vegas Conference Heart? Autonomous car tech corporations (Zoox, Tensor Auto, Tier IV, and Waymo, which rebranded its Zeekr RT, to call a number of), Chinese language automakers like Geely and GWM, software program and automotive chip corporations, and a great deal of what Nvidia CEO Jensen Huang calls “bodily AI.”
The time period, which is typically known as “embodied AI,” describes using AI exterior the digital world and into the true, physics-based one. AI fashions, mixed with sensors, cameras, and the motorized controls, permit that bodily factor — humanoid robotic, drone, autonomous forklift, robotaxi — to detect and perceive what’s on this actual setting and make selections to function inside it. And it was in all places from agriculture and robotics to autonomous autos and drones, industrial manufacturing, and wearables.
Hyundai had one of many busiest and largest reveals with a near-constant line wrapped across the entrance. The Korean automaker wasn’t exhibiting vehicles. Nope, it was robots of varied types, together with the Atlas humanoid robotic, courtesy of its subsidiary Boston Dynamics. There have been additionally improvements which have come out of Hyundai Motor Group Robotics LAB, together with a robotic that costs electrical autonomous autos, and a four-wheel electrical platform known as the Cell Eccentric Droid (MobEd) that’s going into manufacturing this yr. It appears everybody was embracing and showcasing robotics, significantly humanoids.
The hype round humanoids, particularly, and bodily AI, typically, was palpable. I requested Mobileye co-founder and president Amnon Shashua about this as a result of his firm simply purchased his humanoid robotics startup for $900 million: “What do you say when individuals let you know humanoid robots are all hype?”
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“The web was additionally a hype, keep in mind in 2000, the disaster of the web,” Shashua stated. “It didn’t imply that [the] web just isn’t an actual factor. Hype signifies that corporations are overvalued for a sure time frame, after which they crash. It doesn’t imply that the area just isn’t actual. I imagine that the area of humanoids is actual.”
Just a few notable tales from CES:
Nvidia launches Alpamayo, open AI fashions that permit autonomous autos to ‘suppose like a human’
That is Uber’s new robotaxi from Lucid and Nuro
Mobileye acquires humanoid robotic startup Mentee Robotics for $900M
Now onto the opposite non-CES and more moderen information …
Slightly fowl
President Trump made feedback this week at a Detroit Financial Membership assembly about welcoming Chinese language automakers into america that didn’t sit nicely with many within the auto trade, in line with insiders I’ve spoken to. Particularly, I’ve been informed the Alliance for Automotive Innovation (the trade lobbying group) is “freaking out,” one DC insider informed me.
“In the event that they need to are available in and construct a plant and rent you and rent your pals and your neighbors, that’s nice, I like that,” Trump stated, in line with reporters in attendance. “Let China are available in, let Japan are available in.”
A few notes. Japanese corporations like Toyota are already very a lot in america. The larger hurdle, past protests from inside the boardrooms of U.S. automakers, is current regulation. In 2025, the U.S. Division of Commerce’s Bureau of Business and Safety issued a rule that restricts the import and sale of sure linked autos and associated {hardware} and software program linked to China or Russia. This basically bans the sale of Chinese language autos within the nation.
Avery Ash, who’s CEO of SAFE, a nonpartisan group targeted on securing U.S. vitality, important supplies, and provide chains, weighed in in regards to the risks of permitting Chinese language automakers to promote their autos in america. Facet be aware: Ash was on my podcast, the Autonocast, which touches on a few of this topic.
“Welcoming Chinese language automakers to construct vehicles right here within the U.S. will reverse these hard-won accomplishments and put People in danger,” he stated. ”We’ve seen this technique backfire in Europe and elsewhere — it might have probably catastrophic impacts on our automotive trade, have ripple results on our complete protection industrial base, and make each American much less safe.”
In the meantime, Canada is opening the door to Chinese language automakers. Canadian prime minister Mark Carney introduced his nation will slash its 100% import tax on Chinese language EVs to only 6.1%, Sean O’Kane stories.
”Obtained a tip for us to share within the Little Hen part? E mail Kirsten Korosec at kirsten.korosec@techcrunch.com or my Sign at kkorosec.07, or e-mail Sean O’Kane at sean.okane@techcrunch.com.
Offers!
Funds provider Allegiant agreed to purchase rival Solar Nation Airways for about $1.5 billion in money and inventory.
Dealerware, which sells software program companies to automotive OEMs and retailers, was acquired by a bunch of traders led by Wavecrest Development Companions and Radian Capital. Automotive Ventures and automotive trade executives David Metter and Devin Daly additionally participated. The phrases weren’t disclosed.
Lengthy-distance bus and prepare supplier Flix acquired the bulk share of European airport transfer-platform Flibco. Luxembourg firm SLG will retain some possession stake in Flibco. Phrases weren’t disclosed.
JetZero, the Lengthy Seaside, California, startup creating a midsized triangular plane designed to avoid wasting on gasoline, raised $175 million in a Sequence B spherical led by B Capital, Bloomberg reported.
Joby Aviation, an organization creating electrical air taxis, reached an settlement to purchase a 700,000-square-foot manufacturing facility in Dayton, Ohio, to help its plans to double manufacturing to 4 plane monthly in 2027.
Luminar has reached a deal to promote its lidar enterprise to an organization known as Quantum Computing Inc. for simply $22 million. If that appears low, you’re proper. Luminar’s valuation peaked in 2021 at $11 billion.
Notable reads and different tidbits
Bluspark International, a New York-based delivery and provide chain software program firm, didn’t understand its platform was weak and open to anybody on the web. Right here’s how a safety researcher (and TechCrunch) bought it mounted.
The Federal Commerce Fee finalized an order that bans Basic Motors and its OnStar telematics service from sharing sure shopper knowledge with shopper reporting businesses. Learn the complete story on what which means.
InDrive, the corporate that began as a ride-hailing platform that lets customers set the worth, is diversifying and beginning to execute on its “tremendous app” technique. Meaning extra in-app promoting throughout its prime 20 markets and increasing grocery supply to Pakistan. Learn the complete story right here.
Motional, the bulk Hyundai-owned autonomous car firm, has rebooted. When Motional paused its operations final yr, I wasn’t positive it was going to outlive. Different AV corporations with large backers have seen their funding disappear in a blink, so it was actually believable. However the firm is right here and with a brand new AI-first strategy. Earlier than you roll your eyes at that time period, take a learn of my article, which features a demo journey and an interview with CEO Laura Main. Then be at liberty to hit my inbox together with your ideas.
New York governor Kathy Hochul plans to introduce laws that may successfully legalize robotaxis within the state apart from New York Metropolis. No particulars on this but; I’ve been informed it would all be revealed in her govt price range proposal subsequent week. What we do know is the proposal is designed to increase the state’s current AV pilot program to permit for “the restricted deployment of business for-hire autonomous passenger autos exterior New York Metropolis.” My article delves deeper into what she shared and provides an replace on Waymo’s NYC allow.
Tesla is ditching the one-time price possibility for its Full Self-driving (Supervised) software program and can now promote entry to the characteristic by means of a month-to-month subscription.
On-demand drone supply firm Wing is bringing its service to a different 150 Walmart shops as a part of an expanded partnership with the retailer.
