#movingpeople is a part of Mobility Business  - a consultancy focused on Innovation, Growth and Autonomy in the Mobility industry.

Ride-Hailing & Robotaxi 🚙🚕

Tesla reports five more robotaxi accidents, bringing the total to 14 since launch in June 2025, or every 57,000 miles. Unlike other autonomous companies, Tesla hides the details under business confidentiality, so it is not clear what exactly happened in each and every one of these accidents. You can see the list of all the 14 accidents in this link and (unrelated) a recent ‘almost’ accident where a car in FSD nearly drove into a lake.  

Tesla is having a hard time getting its AV program off the ground. So far only 42 vehicles have been deployed, with 19% availability. Also Tesla rolls off the production line the first Cybercab - a vehicle with no steering wheel and no pedals. And, based on Tesla’s achievements in autonomy so far, no use outside limited testing. 

All of a sudden, the world (or, at least, the US Congress) realised Waymo uses remote assistance personnel, which are based in the US and the Philippines. Key takeaways: 

Waymo presents the Ojai by Zeekr - using the company's 6th generation driver (on which I wrote last week)

Motional showing automated closed doors. 

New York Governor Kathy Hochul pulled a proposal that would have allowed commercial robotaxi services in the state (outside of NYC), as the proposal had limited support with the state’s legislative bodies. And while Waymo is testing in NYC, it is highly unlikely that it would receive a commercial license in the city, given Mamdani’s stands. 

Uber to invest $100M in robotaxi fast-charging infrastructure, beginning with SF, LA and Dallas. Uber is effectively underwriting the commercial risk of building new stations (by 3rd party operators) in exchange for discounted rates for its drivers

In Barcelona, Cabify to integrate traditional taxis into its platform, as regulation tightens on VTC operations in the region. Cabify is offering taxis a 7% commission fee, the lowest (so far) in the market. 

Singapore-based TADA is looking to raise $100M in investment to support its growth in existing and new markets - the US, Asia and Africa. 

Augustin Friedel plotted L4 players based on financial power and fleet size and this is the result: 

DRT, Bus-Based Mobility & AV shuttles 🚍🚌

eVersum are looking for a strategic investor (!) - willing to sell 25.1% equity stake in the company. 

Holon partners with CharterUp, a bus charter and shuttle platform, to deploy autonomous shuttles. CharterUp has shuttle operations in many campuses (university, airport, business parks etc.) and will now be able to offer Holon’s autonomous solution. 

Glydways to begin a pilot in Atlanta, marking the global first time Glydways’ system is used for public transport. The pilot, planned to launch December 2026, connects the ATL SkyTrain at the Georgia International Convention Center to the Gateway Center Arena, along a dedicated 0.5-mile. 

Rebel business case on autonomous public transport. This analysis also looks at revenue loss and partial driver base operations. And there is also an online calculator. 

Car Sharing/renting 🚗

Zoomcar, P2P car-share, published results for the quarter ended December 31, 2025 (Q3 25/26). Key takeaways: improving results, still in extremely red territory. 

Zoomcar is currently raising additional capital, including a private placement bridge financing with a minimum raise of $2M and up to $10M. 

Brussels shares car-sharing and micromobility 2024 data. First carsharing:

Also  Cambio (station-based) and Poppy (free-floating) conducted a survey which found that car sharing helps 6 out of 100 people to let go of their car. 

Micromobility 🚲🛴

Voi published their FY25 financial report - key takeaways of a year that focused on making funds available and increasing fleet, with a major win in Paris and investment in e-bikes.

To the P&L numbers:

Just a bit to go to profitability.

Trippy wins a 10 years (!) contract to deploy e-bikes in the city of Istanbul. The company will initially deploy a fleet of 600 vehicles, with growth based on demand and performance. This will be the company's sixth Turkish city.  

Ryde wins (again) in Bergen, Norway. 

A list of the five big investors in Donkey Republic - #1 is Nordic Compound invest, wealth management, with 20.6%, followed by Denmark’s Export and Investment Fund with 18.6%. 

In London, Bolt’s bikes are being “continually being moved out of their designated parking bays” (by competitors), causing thousands of pounds in fees. 

And shared micromobility 2024 data from Brussels:  

Delivery - from bikes & cars to bots & drones 🍽🧺

Uber Eats announces expansion to 7 new European markets: Austria, Denmark, Finland, Norway, the Czech Republic, Greece, and Romania. All of these are countries in which Wolt (subsidiary of DoorDash) operates and in the Nordic regions, dominates.

Meanwhile, foodora, a Delivery Hero subsidiary since 2015, ends Finnish operations after 10 years in the country. 

Breadfast, Egyptian-based quick-commerce and e-grocery platform, raises $50M pre-Series C round at a circa $400M valuation. Starting from fresh bread delivery nine years ago, Breadfast today operates across groceries, meals, pharmaceuticals, a prepaid card and its own coffee shops, serving 1 million orders per month. 

Neolix passes 100 million km in autonomous robovan operations. Neolix has over 16,000 vehicles deployed across 15 countries and holds operating permits in over 300 cities and regions in China,

Talabat updated 2026 guidance, swaps margin expansion for market share. Investment focus will be on scaling dark stores and strengthening loyalty program. As a consequence, Delivery Hero stocks fall. Also Talabat and an Abu-Dhabi government body are partnering to create a dedicated network for battery charging and swapping for last mile use case. 

Meituan forecasts a 2025 loss of circa S$3.5 billion, citing ongoing industry competition. China has been in a fierce delivery war the past few years. 

Avride introduces ads. Manna to begin a pilot programme in Cork. Amazon delivery drone crashes in Texas. 

AV Freight & Logistics 🚛🚜

The Ohio Department of Transportation is testing autonomous crash trucks to improve safety for road crews.

In other news 📰

Are you based in Norway or are in the fuel stations industry? Help me solve the mystery of the non-disappearing fuel stations: while 30% of all cars in Norway are electric (and new cars are at >95% EVs) - the number of fuel stations only increases. See here for more details, no, it’s not because they all shifted to electric. 

Trapeze rebrands European operations into four transit technology companies, launching: 

Lucid lays off 12% of its workforce in an effort to turn profitable. 

Getir founders are looking for $700m in damages from Mubadala, claiming the company failed to transfer key assets promised under a restructuring agreement. To be continued. 

London’s Pedicabs are being regulated - fares will be TfL determined; noise will be reduced; vehicles will undergo safety checks; and drivers would have to have a full driver license, pass criminal checks and meet English language requirements. It is likely to severely limit the “industry”.

I love meeting new people and learning about mobility & delivery innovation. Let’s get-to-know.

People 🧑‍🤝‍🧑

Eduard Anghel is the new Chief Executive Officer @ UNY. 

Joshua Williams is the new Director, Market Development @ Highland Electric Fleets.

Luke Bates is the new Lead Consultant Mobility @ FACTUAL.

Mike Evans-Ford is the new Local Authority Lead @ JustPark.

Congrats and good luck!

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