TechCrunch Mobility: AV companies pick their lanes

In the world of transportation technology, artificial intelligence (AI) is making significant strides. The transition from testing to commercial products is a major focus for many autonomous vehicle companies. Several strategies are emerging in this space, including partnerships and scale.

One example of a partnership is Wayve's collaboration with Mercedes-Benz. Wayve's automated driving technology will be integrated into at least one Mercedes-Benz model within the next two years. This Level 2 product, which requires human drivers to remain engaged, builds upon similar deals with Nissan and Stellantis. These partnerships have also paved the way for Wayve's fully driverless product, which was highlighted by a robotaxi service partnership with Nissan and Uber in Tokyo.

Waymo, another major player, is concentrating its efforts in California and Texas, with over 80% of its roughly 4,000 robotaxis in the two states. The company has seen a significant increase in its Texas fleet, growing by more than 49% in the past three weeks. Additionally, Waymo is reaching out to new types of users, such as teenagers.

Another company, Aurora, is focusing on Texas while also expanding its partnerships. CEO Chris Urmson is optimistic about the company's scaling potential, projecting that Aurora will have over 30,000 driverless trucks in operation by 2030. Aurora plans to have more than 200 driverless trucks by the end of the year.

A recent incident involving Zoox, a self-driving vehicle company, highlights the importance of safety. Workers at Zoox complained about possible exposure to toxic gases from the company's test vehicles, leading to the grounding of the test fleet in Atlanta. Zoox is now investigating the exposures, as reported by senior reporter Sean O'Kane.