Waymo's robotaxi service has paused operations across at least six U.S. cities this month, disrupting the narrative that autonomous ride-hail has become infrastructure.
The Alphabet-owned operator suspended service in Atlanta, Dallas, Houston, San Antonio, Austin, and Nashville because its vehicles struggled with heavy rain and flooded roads. It also halted freeway operations in San Francisco, Los Angeles, Phoenix, and Miami to improve performance in construction zones.
Meanwhile, SpaceX's S-1 filing disclosed $506 million in Tesla Megapack purchases in 2025, $131 million in Cybertrucks, and $1 million each to The Boring Company and X office space. The IPO also bundles Tesla's investment in xAI, now converted into equity in SpaceX, creating a single investment vehicle combining rockets, energy storage, tunnels, social media, and AI.
The contrast highlights two different constraints: Waymo is limited by physics and real-world conditions, while SpaceX faces only accounting and regulatory hurdles.
Other mobility developments include May Mobility's $750 million agreement with Geely-backed Ecarx, Aboard's $13 million raise, and Nuro appointing a new CFO. Tesla's Full Self-Driving is now approved in Lithuania, the second European country.