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Over a month ago I asked you, dear reader, the way you thought that EV sales would recreate when $ 7,500 federal tax relief expired on September 30. Most of those that responded to the survey predicted that EV sales would fall from the cliff.
It is too early now to say; We have only a few days after the quarter. But the expirying tax relief provided many automobile manufacturers a little bit of a collapse of sales when consumers raced to buy EV ahead of time.
Tesla, in which sales increased, has just registered the best delivery quarter in history at 497,099 vehicles. This is a huge 29% jump from the second quarter, by about 7% increase in the same period last 12 months, and greater than ever provided in one quarter.
Ford engineIN General MotorsAND Hyundai A record quarterly sales of EVS were also reported. Rivian Deliveries merged to 13 201 vehicles, compared to 10 661 and 8640 in the second and first quarter respectively.
The upcoming query is: how do automobile manufacturers move in a possible slowdown in EV sales in this credit era after taxation? Rivian has already adapted his suggestions for 2025. Others may occur.
Crux for producers is how to get rid of stocks when recent 2026 models appear without reducing or eliminating the profit margin (and in some cases deepening losses)?
TechCrunch event
San Francisco
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October 27-29 2025
Little bird
. Department of Energy He canceled 321 clean energy projects, but didn’t provide details from TechCrunch or the audience. Fortunately, a small bird has released a full list of prizes that Trump’s administration canceled and the results revealed.
In general, the canceled prizes amounted to $ 7.56 billion, and California wore a burden, losing subsidies price $ 2.2 billion, including a sterile program in the amount of $ 630 million, which could grow to be a template for the nation. Colorado, Illinois, Massachusetts, Minnesota, New York and Oregon rounded the eight, losing from $ 300 to 600 million.
Only down the list appeared a red state. Indeed, most of the projects were placed in the United States that voted for Kamala Harris in the last presidential election, which many media reported after the management office and the boss of the Russell Vought budget Tweet The same.
But even in the blue states some awards got stuck, probably due to political connections with the Trump administration or even interests. Regardless of the case, moving to Doe suggests that the government may be a less reliable partner for corporations, especially small startups.
Offers!
Toyota It is probably not the first company that comes to mind when you think about startups. But perhaps it ought to be like that.
The Japanese manufacturer of producers undertakes to a recent capital $ 1.5 billion to focus and invest in a startup life cycle – from the first seeds of the invention through the growth stage and ultimately mature corporations.
Toyota has created a strategic subsidiary called Toyota Invention Partners Co. from about $ 670 million in capital, while his arm shoulder shoulder should Woven capital He launched a second fund of $ 800 million.
I talked to Woven Capital George Kellerman’s compensation about Toyota’s capital involvement and her investment strategy. He described Toyota Invention partners as a form of book for other company investment organizations. Check my article to discover why.
Other offers that caught my attention …
Remember EinrideSwedish startup known for its unusual appearance of the electric and autonomous capsule? The company is still connecting and now raised $ 100 million from several recent and existing investors, including the largest shareholder, EQT Ventures. The increase included an undisclosed strategic investment from Computing Computing IONQ. It is price noting that at least $ 100 million is a lot of coin, it is much lower than $ 500 million in capital and debt, which he collected a few years ago.
ElectrophleThe startup developing the cheaper LFP battery collected $ 10 million in the seed round run by Union Square Ventures and Voyager with the participation of fifty years and Harpoon Ventures.
FlawThe start-up based in San Francisco-For-Car-For-Car-Dealerships, collected a $ 4.5 million round of seeds run by Liz Wessel at First Round Capital. YC, Redblue Capital, Joe Montana’s Liquid 2 Ventures and Innovation Endeavours also joined.
This very unusual agreement is becoming more and more common inside the Trump administration. . Department of Energy took 5% of shares in the Canadian company Litowe America and 5% of shares in your three way partnership in Nevada z General Motors As a part of the renegation of a federal loan price $ 2.26 billion. This follows the federal government who accepts shares in the field of shares Intel AND MP materials.
The UK government will guarantee a loan of a business bank in the amount of $ 1.5 billion ($ 2 billion) per automobile giant Jaguar Land Rover After Hack forced the company to close production lines and left lower suppliers at risk of bankruptcy.
Deep technology fund at an early stage Wave functions undertaking He closed his first fund in the amount of $ 15.1 million. Senior reporter Sean O’Kane profiles its founder Jamie Gull And his path from aviation engineer to VC.
Noteworthy readings and other curiosities
Two Amazon Air supply drones collided with a crane boom near the same day in Tolleson, Arizona-one business location of the company. Federal agencies study, and after a temporary break Amazon re -launted the service.
Doordash He spent years working on an autonomous delivery robot, which might move on roads, bicycle paths and pavements. Senior reporter AI Max Zeff hung out with “Dot” and Ashu RegeFormer director at AV ZOOX belonging to Amazon, which currently runs the Dordash Autonomy Department.
Faraday Future It still exists and we know about it because one of the restless electric SUVs EV Startup caught fire at the headquarters of Los Angeles, which led to an explosion that blew up a part of the wall.
The transfer of Trump administration in Chicago affects the concert economy, founding father of the startup of the subscription to electronic bikes Ping Says TechCrunch.
Waymo He won the regulatory victory in New York and was awarded the test permit.
WestjetThe second largest airline in Canada said that non-public data of 1.2 million passengers was stolen in cyber attack and violation of information.
Zamx He will start mapping Washington streets, because this 12 months he is looking for to start testing self -propelled vehicles in the capital of the country.
One thing more …
TechCrunch disturbs 2025Just a few weeks. I hope you come and say hello! And yes, there are some remarkable people from transport who can be on our stage, including Waymo co-ceo TextileIN Guar Founder and CEO Raquel UrbanIN Wayve Co -founder and general director Alex KendallAND Slate CEO Chris bartender.
In the weeks preceding the event, we showed some of the Battlefield 200 startup corporations, including HanceStartup working on low, energy -saving processing on a device that has already attracted resembling Intel.