Techcrunch mobility: Tesla vs GM: A two earnings count

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Sondra results are in (from the last week’s edition) and is clear what you want: analysis with a little capital, and offers, but far from older. I always sprinkled my thoughts and insight at all the newsletter, but in the next few weeks and months you will see you push in analysis.

On that note, your earn season is on us and two stops me: Gm and it Tesla. I am The two companies are facing pressure from fees. And while GM sells gas vehicles, the two try to sell our to a market that he saw slowly as you show up incentive future.

As gm and tesla plan to navigate this (or at least they are pointed) is differently.

GM, which sawdraft rates will take a billion $ 1 billion out of their Q2 line, see always Evs as their “North Star”. And while you certainly in certain sales in EV sales today, has a bigger mix of evil models to attract customers – more than one dozen. And chevrolet is now the number of Nos. 2 EV in the US

And while GM has totted $ 4 billion to differ from his super advisage and ontryar and other software service that will be recognized with time, the great topic of the call was “flexibility.”

Salezera and CEO MARY bar and it CFFO Paul Johson said the word “flexibility” nine times during the q2 gain call. What they mean by flexibility is faired factories where they can assembly evors and ice vehicles – and change the clerk based on the question.

Meanwhile, Tesla made a lot in the “future”, “and for CEO elon mong which means autonomy and the call.”

Most of the most (about 74%) of Tesla’s income will always sell cars, However the Q2 results Displays a 16% of the year of the year in automobile entry. But if you listen to the Q2 call, it’s clear that Elon Musk is not interested in trencia being a car company. (Also admitted that the highest pattern of the most beautiful predictable model is working is truly a striped version of the Y.)

Musk wants to do and sell optiming robot and implement autonomous vehicles. The problem is that today these products – or future products – do not generate profits, they leave a single entrance.

Yes, Tesla carried on your entry from his advanced assistance system known as full driving guidelines. (This is not a self-employed vehicle in the human driver.) And yes, the company is the cause of robocaxes in the southern Austin, but it is not the scale, neither is proficiency.

Musk throw there will be some hard quarters ahead but also you believe this to be where to get the Tesla’s profit of

I think this transition has to take much longer than the musk shared publicly. (Just today, the information reported the company is far from his Option of Optimus Production.) And it sounds the company feels pressure to act. For example, Tesla is reported by a limited version of their RobsXi Service in San Francisco This weekend even if it is technically does not have the required allowances. (What do you think will be the Tesla WORKARY will be?)

Meanwhile, regulatory pressure in regulators and legal that they can mourn their effort to refease selling and also threatening their future plans around FSD.

A small bird

Do you have a tip for us? Kirsten Maorosec email to [email protected] ou mo signal to kkorosec.07, sean o’kane to [email protected]or rebecca Bellan to [email protected]. I am

Offers!

Just a smattering of offers this week!

Woodlands of Bosch drive a $ 21 million series b investment in 4screenA Munichy’s based company connecting the automobiler, marks, and drivers through the visual native vehicle.

Blocksa corporate infrastriety infrastriety, raised $ 15.8 million in a led round for blockchange. Uite Airlines VENT TROTHERS, Face4E DE VATURURES, Lowbidity Ventures, Long Blobal, and TFJ Bell Part.

Start up GLīd technology has raised $ 3.1 million In a financing of a LED side predicting VC, with the DRUPER DURPTIONS, antler, the velvet, the veteran investors, the most, and angry investors.

Los sell-based Nevoya I went out of theft last year with the ambitious goal of breaking the adoption logo. Nevoya has made pretty progress on their goal to attract investors – and a 9.3 million seed carried by lowercase. A floating point and the LMT is also united, together with existing investors and thorn, stepcamble, and never lift. Qasar yaser yaser and CEO of Buzzzy Disjunct-duly Driver Await InTuition Insution, also has invested.

Rune technologya startup that wants to face the Ai-enabled software for military logistics, raised a $ 24 million It would be a round, from human capital from lad vc, Washington Harbor Partners, A16z, capital of Points of Point72 Point72 and forppled vc.

Sclair browsingwho developed inches inspects recruited for the autonomy of the vehicle, robotic and logistics, has raised $ 50 million in a series and financing LED Rond from crosslink capital. NAA investors, Eclipse Capitol, polishing Epiq, Global Title No. Telemen Directions, Earing Immreshes, Shea assessed by Shea

Noticeable law and other clean

Self-employed vehicles

Lyft will Add self-employed nutiles made by the manufacturer’s austrian manufacturer in its network at the end of 2026. The nights will be engaged in partnership with cities and airports.

Electric vehicles

Ghjanni The air owners may load their luxuries of treasure stations in north America starting July 31, at nearly two years of agreement. But there is Caveat noticeable: Polished air vehicles may not load as much as vehicles.

Economy of the gig

Uber it’s wearing his Function of women’s preferencesthat lets female pilots and pilots correspond with others, to the United States. The feature will be roll or roll elecese duetrot, los angeles, and San Francisco.

Last but not least

A note more Tesla. I am By the time this newsletter reaches your inbox, we don’t have a response, but important General Department Services The audition has been held all week in California. To the game: The Tesla Ability to sell cars in California.

The tl; dr: u California vehicles department It is discussed that Tesla must lose their license to selling vehicles in the state on the False Advertising Complaints on their self-drive systems advanced to the self-guidelines.