Welcome back to TechCrunch Mobility — your central hub for news and insights on the future of transportation. To get this in your inbox, sign up here for free — just click TechCrunch Mobility!

Today is Juneteenth, a U.S. federal holiday marking the end of slavery in the United States. 

About 10 years ago, there was a lot of chatter about who was winning the self-driving car race. One of the problems with that debate — besides assuming there would be just one winner — was that no one had a reliable way to measure it. This was an early era filled with a lot of demos and capital, but little substance — at least what the public, and folks like myself, had access to. 

Advisory and research startup Autnmy AI has developed a generative AI platform to create a benchmarking system that evaluates and ranks autonomous vehicle companies in an effort to answer that question in real time. And this week, the startup released its Road to Autonomy Index, which searches relevant global public databases, including federal and state reports, SEC documents, public exchanges, and other data. The system weighs the company’s operations, scale, revenue, commercial partnerships, manufacturing, and safety record based on that data and provides an update every 12 hours. There are four indices that rank robotaxis, autonomous driving licensing companies, autonomous trucks, and delivery bots.

One important note, per Autnmy AI co-founder Rob Grant, the AI platform doesn’t just scrape information off the internet. “We agreed early on, we don’t scrape information,” he said. “If it’s publicly available or if it’s available under a Creative Commons license, we will use that information. We do have some license data that we pay folks for, and under that agreement too.”

The indices take a global approach, which produces some interesting results. One of the initial takeaways that made an impression on Grant was China’s stronger ranking across multiple categories.

As of Friday, the robotaxi leader was not Waymo. It was China’s Baidu Apollo Go program — just barely. Waymo was in the secondary position, followed by Chinese companies Pony.ai and WeRide. Tesla was in the fifth position. 

A little bird

I was reminded recently by a little bird to keep an eye on the Texas automated vehicle tracker tool that launched in May. And I am glad they did; looks like Tesla, Waymo, and Zoox are building up their respective fleets in the state. Reminder: This doesn’t mean every one of these are being used commercially. Zoox, for instance, cannot operate commercially until it receives an exemption from the federal government. It currently has the ability to give rides in its custom-built robotaxi but cannot charge customers.

As of May 28, Waymo had 577 autonomous vehicles registered in the state. It now has 620 of them, about a 7.5% increase in less than a month. Tesla now has 69 registered autonomous vehicles, a 64% increase from the 42 it had on May 28. Zoox, which had 35 registered autonomous vehicles last month, now has 43.

Avride, Nuro, and Volkswagen subsidiary MOIA are holding steady at 317, 47, and 12, respectively. 

Got a tip for us? Email Kirsten Korosec at kirsten.korosec@techcrunch.com or my Signal at kkorosec.07, or email Sean O’Kane at sean.okane@techcrunch.com.

Deals!

Cargofy, a logistics company that uses AI to automate freight operations, raised $11 million in a Series A funding round led by u.ventures, Toloka, and Movens Capital. Des Traynor, co-founder of Intercom, and several angel investors, also participated. 

Carro, the Singapore-based online car marketplace, acquired Australian used-car platform CarPlace, Reuters reported. Terms were not disclosed.

Gatik, a startup that has developed self-driving trucks for short hauls, announced a multi-year partnership with PepsiCo. The companies wouldn’t share the value of this deal, but it does signal PepsiCo’s commitment to Gatik, which is already operating driverless trucks for the food and beverage giant across Arkansas, Arizona, and Texas. 

QuantumScape announced a joint research agreement with Honda R&D Co. to accelerate solid-state battery development and associated manufacturing processes.

Automaker Stellantis, self-driving startup Wayve, and ride-hailing giant Uber struck a deal to jointly develop and deploy driverless robotaxis.

XDOF, a startup focused on robot training data, raised $70 million from Thrive Capital, Spark Capital, a16z, Lux, and WndrCo.

Notable reads and other tidbits

A video posted on Reddit showed a driver running a stop sign and hitting an autonomous vehicle in Dallas. TechCrunch confirmed it was an Avride robotaxi, which was hailed via the Uber app. An Avride spokesperson said no injuries were reported and that data from the incident is being reviewed “to continuously refine our technology and processes, as part of our standard procedures.” When asked about the reaction of the self-driving system and the human safety operator who was behind the wheel, Avride said, “Our safety review is currently ongoing, so we cannot provide more precise details at this time.”

Tesla owners in China have discovered a workaround to the vehicle’s distracted driving monitor: tiny plastic heads.  

Over on X, folks spotted a Tesla with an authorized limousine permit sticker for San Francisco County and the San Francisco International Airport. A spokesperson for SFO told TechCrunch that “Tesla has been issued a limousine permit to operate at SFO. This is for traditional limousine operations, meaning the vehicles have a human driver. Tesla has not been issued a permit for any autonomous operations at SFO.”

Mobileye, which has pitched itself as an autonomous vehicle technology supplier, is now making moves to become a robotaxi operator. The company plans to launch a robotaxi service in an unnamed U.S. city in 2027. History lesson: Mobileye founder and CEO Amnon Shashua told me back in 2020 that to crack the holy grail of passenger car autonomy, you needed to pursue robotaxis first.  

Uber plans to launch a premium robotaxi service in Houston by mid-2027, making it the second U.S. market under its partnership with EV maker Lucid and autonomous vehicle startup Nuro.

Waymo recalled its fleet of nearly 4,000 robotaxis to stop them from driving into highway construction zones. Waymo took its robotaxis off the freeways weeks ago and has identified at least 13 instances of its robotaxis driving into highway sections that were closed for construction. Here is a detail worth noting: The software fix is “under development,” which means this issue is not resolved.

Anthropic recently took its two newest AI models offline due to an export control order from the Trump administration, prompting broad debates about AI policy and digital sovereignty.

On the latest episode of TechCrunch’s Equity podcast, Sean O’Kane, Rebecca Bellan, and I discussed what actually prompted the administration’s moves against Anthropic, and what this might mean for the broader AI ecosystem.

As Sean put it, “Anthropic has not had the best relationship with the Trump administration in a way that stands apart from the other leading AI labs,” so perhaps other Anthropic’s rivals don’t need to worry about a similar crackdown.

But Rebecca also noted that leading cybersecurity experts have “signed an open letter to ask Trump to revoke the order, and they say it’s actually dangerous to have to pull these advanced cybersecurity capabilities from network defenders in the U.S.”

And we wondered whether this could all end up being good publicity for Anthropic, especially since — in Rebecca’s words — “everybody loves a bad boy.”

Keep reading for a preview of our conversation, edited for length and clarity.

Rebecca Bellan: As I’m sure many of our listeners know, the U.S. government basically just forced Anthropic to pull its two newest models offline — Fable 5, and then there was also Mythos 5, which was the one that was available to current Mythos users, [whereas] Fable 5 was more available to the public.

They sent a letter [last] Friday that cited “national security concerns.” No one knows what those concerns are. That report has not been made public, they gave no specifics and told [Anthropic] that they had to ensure that those models couldn’t be used by any foreign nationals. So Anthropic was like, “Okay, I guess we have to just pull the models entirely, because we don’t know when someone’s a foreign national. A lot of our own employees are foreigners.” 

But really, [reports said] the White House got tipped off to this because of some Amazon researchers that allegedly found a way to bypass Fable 5’s guardrails. Amazon CEO Andy Jassy raised these concerns with the White House, and it just kind of spiraled from there.

Sean O’Kane: This all moved really fast, especially for a Friday afternoon into a weekend. And it’s at the same time that the administration was ostensibly trying to negotiate some sort of treaty for the war that it started in Iran. 

Rebecca: Friday evening for us in New York. They love a distraction.

Sean: Let’s step real far back for a moment. Anthropic has not had the best relationship with the Trump administration in a way that stands apart from the other leading AI labs — I think there’s an element, at least, of that playing here. 

So do you think that this is going to have implications for those other companies? Do you think that the Trump administration would be less inclined to sort of turn off the tap on one of those competitors?

Anthony Ha: Part of the context here is that both the reporting and an analysis from independent security experts suggest that the actual security risk from Anthropic is not that unique. So a lot of this seems to stem as much from parts of the Trump administration and Anthropic just [not getting] along very well. Whatever risks there are, those things are gonna blow up out of proportion just because it seems like they can’t have a civil phone call with each other.

If you’re another company — on the one hand, maybe that’s advantageous to you, because you can say, “Well, we just don’t get these guys mad at us and we can do what we want.” But that’s also not a great regulatory landscape to just [say], “Boy, I hope they don’t get mad at us.”

Rebecca: On the one hand, it definitely feels retaliatory — after the government labeled Anthropic a supply chain risk, there’s this big lawsuit going on between them, it really feels like the White House is just looking out for any excuse to pummel Anthropic. And I feel that way not only because that was my initial reaction, but because of what a lot of cybersecurity researchers have said. They say that this should never have triggered an export control [order]. They’ve all signed an open letter to ask Trump to revoke the order, and they say it’s actually dangerous to have to pull these advanced cybersecurity capabilities from network defenders in the U.S. Anthropic itself said some of the same jailbreaks could have been found in several other AI models. 

Cynically, it’s like: Okay, are you just pausing Anthropic so that others can catch up to where Anthropic was?

But at the same time, I’ve also seen reactions that [say]: Anthropic kinda had this coming. They’re like, “This is too dangerous for anyone to use, but not us, we’re the good guys.” They’re talking out of both sides of their mouth. A week before Fable came out, they were [saying], “Hey, we need to slow down AI, guys. It’s getting really dangerous.” But then boom, “Here’s our most insane ever, super powerful model, go off.” 

Anthony: In some ways this feels like a microcosm of a lot of the discussion around AI, where people like Sam Altman and Jensen Huang are [saying], “Hey, let’s try to lower the temperature. Why is everybody mad at us?” Well, you spent the last couple years essentially saying you’ve built this God machine that will take jobs away from everyone. It’s not exactly a shock that people don’t feel great about this.

And there’s something about the way Anthropic talks about Mythos in particular, where they’re like, “This is the most incredibly powerful model ever, it’s too dangerous to release to the public.” And so on some level, [you say,] “Well, okay, let’s say that we take that seriously then. That means that there’s going to be an incredible level of scrutiny around it.”

And I do wonder — it does seem like Anthropic is not happy about this. I want to be careful about not overstating how this could be beneficial to them. But we also ran some stories about Ramp analysis to highlight the fact that the last big blow-up between Anthropic and the Trump administration was good for the company, in at least some ways. Downloads of Claude shot up. I think a lot of people who maybe had thought of ChatGPT as the chatbot, the AI assistant before, suddenly they were looking at Claude as maybe the more responsible one, the more “resistance” one.

And in the same way, [while] Anthropic is very stressed out about this, this could, again, make their models seem even more powerful.

Rebecca: Definitely. “We’re so dangerous.” Everyone loves a bad boy, right? Everyone’s like, “It’s the most powerful model, even Trump says so. Of course, I’ve got to get my hands on it.”

Siri’s AI overhaul may have been the headline announcement at Apple’s Worldwide Developers Conference earlier this month, but Apple’s broader AI strategy is taking shape through a series of smaller features embedded across its software.

Rather than asking consumers to adopt the new AI-powered version of Siri to get all the benefits that AI brings, the company is weaving AI into the apps and services people already use, with a focus on solving real-world problems. The result is that your iPhone will be able to split restaurant bills among friends, secure your passwords after data breaches, automate tasks, and organize information with less manual effort, among other things.

Individually, these features may not be as dramatic as a Siri that finally understands your personal context and can take action on your behalf. But combined, they showcase a vision for AI that’s less about chatting with a bot and more about making Apple’s software itself feel smarter and more capable.

Beyond Siri AI, here are the smaller AI features in iOS 27 that we’re most looking forward to using. The features are live now in the developer beta and will soon arrive in the public beta, before iOS 27’s general public release later this fall.

Bill splitting

When iOS 27 rolls out later this fall, customers will be able to split the restaurant bill using Apple Cash. Powered by Apple Intelligence, you simply take a photo of the receipt (or upload a photo), and you’ll then see a new option that lets you choose to split the bill with others. Apple Intelligence works to extract the key details from the bill, like the items ordered and the quantities, the tip, and the total. You can choose the items you ordered from the receipt and then share a request for others to do the same by messaging the group chat. Others can select their items and quantities — even selecting a half (1/2) if they split with another. To pay, you double-click just as you would for any other Apple Cash transaction.

The bill-splitting option doesn’t feel complicated because it only shows up when it’s needed and works with existing apps and services people already know, like Messages and Apple Cash. It’s also smart enough to request everyone’s share of the tax and tip along with the item prices.

Password update

Thanks to password managers like Apple’s Passwords app or others from third parties like 1Password, Dashlane, or Bitwarden, you’ve now likely created complex passwords that aren’t prone to being easily guessed. Unfortunately, that’s no longer enough to keep passwords secure. As numerous data breaches have shown us over the years, your passwords often still end up in the hands of bad actors through no fault of your own.

Apple’s new password-updating feature will now leverage AI to agentically take action on users’ behalf by identifying both weak and compromised passwords — like those found in a data breach. Instead of forcing you to manually update your passwords, the feature securely navigates websites, signing in and upgrading your passwords to new, more secure versions.

Messages’ one-tap suggestions

If you thought the feature that automatically displays the SMS passcode you need to sign into a website right above the keyboard is one of the best things Apple has ever introduced, you’re going to like the new one-tap suggestions in iOS 27.

Using Apple Intelligence, the Messages app will offer a variety of one-tap suggestions based on the topics of users’ conversations. For instance, if a friend texts to ask you to bring them something when you meet up, the one-tap suggestion might ask if you’d like to add the request to your reminders. If someone asks you to share the photos from an event, Apple Intelligence can suggest the right photos to send using its understanding of keywords, locations, and the people in their Photos Library. Or, if you’re planning a dinner date or work meeting, Messages can prompt you to add the event to your Calendar. And so on.

Again, the feature itself just appears like a useful tool in your chat, not as an obviously AI-powered addition.

Call context

Another under-the-radar option coming in iOS 27 will make phone calls with companies’ customer service departments slightly less stressful, as it will surface necessary information you may need to provide the business rep who answers. For instance, if you’re calling about your airline reservation, the Call Context feature will display your confirmation code directly on the call screen.

To work, the feature is leveraging Apple Intelligence to pull the information from your email in Mail, running entirely on the device for privacy. What’s more, it’s a tool that just works in the background; it doesn’t require you to speak to an AI assistant to extract the information — the necessary details just appear.

Adding Calendar events

Replicating a feature that third-party apps like Fantasical have had for years, Apple will now also allow you to add or change Calendar events just by describing them in natural language. Under the hood, Apple Intelligence extracts the contacts and locations and creates a title for the event on your behalf. The feature makes it easier to add things to your Apple Calendar without having to think about which field needs information entered.

Vibe coding Shortcuts

One of the more powerful apps on iPhone, Shortcuts, has been out of reach for many users because of the technical overhead involved. The app lets you script tasks and workflows and create automations that make your life easier. But using Shortcuts could be a frustrating experience for non-power users, who would have to seek out online tutorials or other resources, like Shortcut galleries, to find the tools they needed.

In iOS 27, you can just describe what you want your iPhone to do. Apple suggests you could configure your alarm every night based on what events you have on your calendar the next day, or make it so your favorite productivity apps open in a certain way every time you connect your Magic Keyboard with an iPad. But you don’t even have to get quite that nerdy — Shortcuts can also perform other everyday tasks, like automatically texting your partner with your ETA when you leave work, or turning on the porch lights when your DoorDash order is arriving.

Less Home app spam

Smart home users know their apps can often drown them with a slew of unimportant notifications that are really all one single event. For instance, if your partner comes home, raises the smart garage door, checks the mail, and then enters the house, you could get one notification per action — which starts to feel like spam. With Apple Intelligence in iOS 27, the Home app can make sense of the multiple actions and how they’re connected, so it sends a single notification related to the overall activity: that someone arrived at home and closed the garage door.

The AI can also help you find clips you need, like a package delivery or other event, via search. And the Home app will feature noteworthy clips for review at the top of the screen.

Organized tabs in Safari

Another less obvious AI feature is the tab organizer in the Safari web browser. Using Apple Intelligence, Safari can now understand what you’re browsing across websites, then organize your tabs into relevant topics. For instance, if you’ve got multiple tabs open related to a trip you’re planning, Safari could add all those to a tab group for travel. These appear at the top of the browser, above the webpage, for easy access when you’re ready to return to your web research.

Apple notes that the AI that does this work for you also respects users’ privacy, as it doesn’t expose your browsing data to anyone — even Apple.