All 6 Transportation & Mobility posts we have indexed from venture capital blogs and newsletters, plus the highest-scoring pieces of the past year and the people who write about it most.
Zoox's launch of a purpose-built autonomous vehicle validates a 12-year bet that driverless cars require dedicated hardware, not features bolted onto conventional vehicles. Pretrained AI models and generative world models now make Level 5 autonomy technically feasible within a venture timeframe.
Autonomous vehicles' transition to scale offers a bellwether for how other industries will be automated: the real value lies not in the enabling tech but in the services ecosystem (financing, insurance, maintenance, fleet management) that surrounds it—and which business models win (owned vs. fleet, hub-and-spoke operations, hardware leasing) will determine winners across robotics and AI.
Four competing robotaxi strategies are diverging sharply—Waymo betting on vertical integration and permits, Tesla on cost curves, Uber on demand aggregation across multiple partners, and Zoox on premium product experience. Nevada's approval of ~7,100 robotaxis vastly exceeds the current 4,000-vehicle national fleet, creating measurable 12-month milestones to test each thesis.
A comprehensive tracking dashboard of 5,574 autonomous vehicles operating across the US, with Waymo controlling 76% of the fleet; includes state-by-state breakdowns, California CPUC data consolidation, and analysis of emerging competition in Texas.
New York's micromobility market is split between a costly, city-subsidized Citi Bike system and restricted dockless e-scooter zones. As Citi Bike raises prices for the fifth straight year and faces affordability pressure, Lime is pushing to expand scooters citywide, creating a critical policy fork ahead of 2029.
Regulatory chaos in Brussels after license cancellations forces Lime, Bolt, Dott, and Voi to remove free-floating bikes and scooters by September 2026, while global cities tighten micromobility rules amid safety concerns and fleet operators pursue new business models.
The Micromobility Newsletter (19) · Thomas Reiner (2) · Not Boring (1) · Chamath Palihapitiya (1) · Lowercarbon (1) · Obvious (1) · Jamie Tomalin (1)
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