Tech
TechCrunch Mobility: Waymo makes its defense
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!
Earlier this month, Waymo chief safety officer Mauricio Peña testified before the Senate Commerce Committee as part of a hearing to talk about autonomous vehicles.
Much of the questioning fell under the standard “let’s educate the public” category. But it was Sen. Ed Markey’s questions about overseas workers, and Peña’s response, that everyone paid attention to.
Peña, when asked about human workers who assist with Waymo vehicles’ navigation or emergencies, revealed that the company has remote guidance workers based overseas in the Philippines. This sparked some quick ire from Markey, who admonished Peña on how the company could rely on people without U.S. driver’s licenses to assist its vehicles on U.S. roads, among other criticisms.
Waymo formulated a response in a blog post written by Waymo’s head of global operations Ryan McNamara, which was published Tuesday. It has also shared the letter it sent to Markey’s office.
The post and letter do provide fresh insight about its remote-assistance operations. For instance, Waymo stresses it does not employ people who “remotely drive” the robotaxis. Instead, the self-driving systems are the ones in charge.
Remote assistance (RA) workers are there to respond to specific requests for information that the Waymo self-driving system asks for. The company also has Event Response Teams, or ERTs, people who are certified for more complex tasks and are exclusively based in the United States. This team responds to collisions, interfacing with law enforcement and the rider, collecting data for regulatory reporting, and coordinating towing, Waymo says.
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We also now know that Waymo has about “70 Remote Assistance agents on duty worldwide at any given time.” These folks are based in Arizona, Michigan, and in two cities in the Philippines, a detail that, again, has raised the ire of some lawmakers.
To give you a sense of what that means, consider that Waymo has a fleet of 3,000 vehicles and every week its vehicles drive over 4 million miles and provide over 400,000 rides. So, very few workers are monitoring lots of robotaxis.
I have argued for years that AV companies need to do a better job of explaining what happens behind the scenes, particularly when it comes to remote guidance. Most companies, many of which no longer exist, avoided the topic like a plague, perhaps in an effort to make its tech seem more magical and innovative. Turns out, mystery breeds mistrust.
While the debate over remote guidance operators plays out, Waymo continues to press into new markets. With one exception.
New York governor Kathy Hochul withdrew a proposal that would have amended vehicle and traffic laws to effectively legalize robotaxis in the state outside of New York City. Hochul spokesperson Sean Butler told me: “Based on conversations with stakeholders, including in the legislature, it was clear that the support was not there to advance this proposal.”
One more thing before we jump into the rest of the news. Mobility readers sure don’t believe the Rivian R2 will be priced at $50,000 or below. Last week, I polled you all and asked: “What will the starting price of the Rivian R2 launch edition be?” I gave three options, under $50,000, above $60,000, and above $70,000. More than 54% picked “above $60,000,” with the remaining two options split on the matter.
To participate in our polls, sign up for the Mobility newsletter here.
A little bird

Senior reporter Sean O’Kane got the scoop from some little birds about layoffs at Lucid. Here’s what we know. Lucid is laying off 12% of its workforce, according to an internal memo that TechCrunch has viewed. We don’t have an exact figure on workers affected, but it is likely hundreds.
Lucid has not filed its 2025 annual earnings yet, which would disclose how many employees it had at the end of the year. The company reported having 6,800 full-time employees globally at the end of 2024.
Since our report came out, O’Kane has learned a bit more. Affected employees found out early Friday morning, with a few learning that something was amiss when they lost access to Microsoft Teams. They are technically being placed on a 60-day “administrative leave” and won’t be officially laid off until late April.
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!

Amari AI, a startup that uses AI tools to help custom brokers modernize and navigate President Trump’s trade policies, raised $4.5 million of funding co-led by preeminent early-stage firms First Round Capital and Pear VC. The startup says it has already collected more than 30 customers and helped those firms move more than $15 billion of goods.
Kavak, the Mexico-based online used car dealer, raised $300 million in an equity round led by Andreessen Horowitz, which put in $200 million. Other investors included WCM Investment Management, which co-led the round, and Foxhaven Asset Management.
LanzaJet, a next-gen fuels technology company and fuels producer, raised $47 million in the first close of a targeted $135 million equity round. The company said its pre-money valuation is $650 million. The was co-led by IAG and Shell, with participation from Groupe ADP, LanzaTech, and Mitsui.
Metafuels, a sustainable aviation fuel startup based in Switzerland, raised $24 million in a Series A round led by UVC Partners. Other investors included Energy Impact Partners, Contrarian Ventures, RockCreek, Verve Ventures, and Fortescue.
Notable reads and other tidbits

Ford is working hard to make shareholders forget about the $19.5 billion hit it took late last year. Instead, it wants them to see a tech-forward and nimble company building a future profitable product that will usher in a new era. The company, which has promised to deliver an EV truck that starts at $30,000 and can compete with Chinese automakers without undermining profit margins, shared how it plans to hit that goal. Will a combination of 3D-printed Lego-like parts, Formula 1 thinking, and a bounty program be enough?
AI data center fever has spread. Just take a look at Redwood Materials for proof. The battery recycling and materials startup launched an energy storage business last year with a focus on AI data centers. The business, Redwood Energy, is now the fastest-growing unit within the company. Read my full story to understand what that means.
Rivian is launching a companion app that will let owners perform basic tasks such as locking and unlocking doors, venting windows, and triggering the vehicle alarm using their Apple Watch. The company released a broader software update with a number of other new vehicle features as well.
Tesla lost its bid to overturn a jury’s $243 million verdict in a fatal Autopilot crash trial. Reminder: Tesla could have settled this case for $60 million. The company did score a win, however, with the California Department of Motor Vehicles. The state agency said it will not suspend Tesla’s sales and manufacturing licenses for 30 days because the EV maker has stopped using the term “Autopilot” in the marketing of its vehicles in the state.
One more thing …

I periodically test vehicles to keep pace with the latest in-car tech, EVs, and hybrids — or software updates in them. Coincidentally, I had a Lucid Air Touring sedan this week.
It’s been at least a year since I was behind the wheel of an Air. And I’ve been anxious to try the company’s hands-free driver-assistance system that launched last July. My past experiences with the company’s advanced driver-assistance system, called Dream Drive, has left me unimpressed. My vehicle would often ping-pong in the lane (meaning it had trouble centering itself) or would stay too close to the edge, which put me uncomfortably close to the big rigs I passed on the highway.
I am happy to report that Lucid appears to have fixed these issues. Engaging the hands-free system was straightforward and it didn’t allow me to abuse it for long. As you see in the picture above, if I put a phone in front of my face, a warning was almost immediately triggered.
Tech
Sam Altman would like to remind you that humans use a lot of energy, too
OpenAI CEO Sam Altman addressed concerns about AI’s environmental impact this week while speaking at an event hosted by The Indian Express.
For one thing, Altman — who was in India for a major AI summit — said concerns about AI’s water usage are “totally fake,” though he acknowledged it was a real issue when “we used to do evaporative cooling in data centers.”
“Now that we don’t do that, you see these things on the internet where, ‘Don’t use ChatGPT, it’s 17 gallons of water for each query’ or whatever,” Altman said. “This is completely untrue, totally insane, no connection to reality.”
He added that it’s “fair” to be concerned about “the energy consumption — not per query, but in total, because the world is now using so much AI.” In his view, this means the world needs to “move towards nuclear or wind and solar very quickly.”
There’s no legal requirement for tech companies to disclose how much energy and water they use, so scientists have been trying to study it independently. Data centers have also been connected to rising electricity prices.
Citing a previous conversation with Bill Gates, the interviewer asked whether it’s accurate to say a single ChatGPT query currently uses the equivalent of 1.5 iPhone battery charges, to which Altman replied, “There’s no way it’s anything close to that much.”
Altman also complained that many discussions about ChatGPT’s energy usage are “unfair,” especially when they focus on “how much energy it takes to train an AI model, relative to how much it costs a human to do one inference query.”
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“But it also takes a lot of energy to train a human,” Altman said. “It takes like 20 years of life and all of the food you eat during that time before you get smart. And not only that, it took the very widespread evolution of the 100 billion people that have ever lived and learned not to get eaten by predators and learned how to figure out science and whatever, to produce you.”
So in his view, the fair comparison is, “If you ask ChatGPT a question, how much energy does it take once its model is trained to answer that question versus a human? And probably, AI has already caught up on an energy efficiency basis, measured that way.”
You can watch the full interview below. The conversation about water and energy usage begins at around 26:35.
Tech
The 9,000-pound monster I don’t want to give back
Before heading on a trip to Tahoe last weekend, GM offered me the use of the company’s 9,000-pound monument to excess – the new 2026 electric Escalade IQL (starting at $130,405) – for a week to test-drive. Before you continue, note that I’m not a professional car reviewer. TechCrunch has excellent transportation writers; I am not one of them. I do, however, drive an electric car.
I was immediately game. I’d first glimpsed one last summer at a car show, where some regional car dealers had stationed themselves at the end of a long field dotted with exquisite vintage automobiles. My immediate reaction was “Jesus, that’s enormous,” followed by a surprising admiration for its design, which, despite its enormous scale, shows restraint. For lack of a better word, I’m going to say it’s “strapping.” Its proportions just work.
My excitement waned pretty quickly when the car was dropped off at my house a day before our departure time. This thing is a monstrosity — at 228.5 inches long and 94.1 inches wide, it made our own cars look like toys. My first apartment in San Francisco was smaller. Trying to drive it up my driveway was a little harrowing, too; it’s so big, and its hood is so high, that if you’re ascending a road at a certain slope – we live midway down a hill; our mailbox is at the top of it – you can’t see whatever is directly in front of the car.
I thought about just leaving it in the driveway for the duration of the trip. The other alternative was doing what I could to grow more comfortable with the prospect of driving it 200 miles to Tahoe City, so I tooled around in it that night and the next day, picking up dinner, heading to an exercise class — just basic stuff around town. When I ran into a friend on the street, I volunteered as quickly as possible that this was not my new car, that I was going to possibly review it, and wasn’t its size ridiculous? It felt like a tank. I thought: other than hotels that use SUVs like the Escalade to ferry guests around, what kind of monster chooses a car like this?
Five days later, it turns out that I am that kind of monster.

Look, I don’t know how or when I fell for this car. If I’d written this review after two days, it would read very differently. Even now, I’m not so blind that I don’t see its shortcomings.
It was the Escalade’s performance in a terrible snowstorm that really won my heart, but let me walk you through the steps between “Ugh, this car is a tank” and “Yes! This car is a tank.”
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Just getting into it requires a little more exertion than would seem to make sense. I’m fairly athletic and I still found myself wondering if this thing shouldn’t come with an automated step stool.
Inside is where digital maximalism does its work. The dashboard opens with a 55-inch curved LED screen with 8K resolution that reads less like a car display and more like a situation room. Front passengers get their own screens. Second-row passengers also get 12.6-inch personal screens along with stowable tray tables, dual wireless chargers, and — with the most lavish version of the car — massage seats that will make them forget they’re in a vehicle at all. Google Maps handles navigation. And the polarized screen technology deserves its own praise: while one of my kids binge-watched Hulu in the front seat, not a frame of it leaked into my sightline from behind the wheel.
The cabin itself is built around the premise that no one inside should feel crowded, and it delivers. Front legroom stretches to 45.2 inches; the second row offers 41.3; even the third row manages 32.3 inches. Seven adults could share this machine for a long while without fraying each other’s nerves. Heated and ventilated leather seats with 14-way power adjustment come standard in the first two rows, and the whole operation runs on 5G Wi-Fi.
The car also comes standard with Super Cruise, GM’s hands-free driving system, which I’m not sure I quite figured out. True car reviewers seem to love it; when I tried it, the car felt like it was drifting to an alarming degree between the outer boundaries of the highway lane, and when that happens, it unleashes an escalating sequence of warnings. First, a red steering wheel icon materializes on-screen. Then your seat pulses haptic warnings against your rump. Ignore those and a chime — both reminder and reproach — fills the cabin. GM calls this impolite series a “driver takeover request.”
Did I mention the 38-speaker AKG Studio sound system? So good.
As for the exterior — this is a handsome giant, but it takes some getting used to. At first, I found the grille, which is just for show, almost comically imposing. This is definitely a car for people who are the boss, or want to be the boss, or want to look like the boss while privately dealing with existential crises. Pulling up to a glass-lined restaurant one night, I’m pretty sure I blinded half the patrons as I swung into a parking spot perpendicular to the building, the Escalade’s headlights flooding through the windows.
Then there is the light show the car launches whenever it detects you approaching via the key or the MyCadillac app. It’s as if it’s saying, “Hey, chief, where we headed?” before you’ve so much as touched a door handle. (In the vernacular of Cadillac, this is thanks to its “advanced, all-LED exterior lighting system,” highlighted by a “crystal shield” illuminated grille and crest, along with vertical LED headlamps and “choreography-capable tail lamps.”)
It is, objectively, a bit much. I loved it immediately.

Despite its size, the Escalade IQL is unexpectedly nimble. Not “sports car darting through traffic” nimble, but “I can’t quite believe something this colossal doesn’t handle like a battleship” nimble.
Now we arrive at the frustrations. The front trunk — or “frunk” in the lexicon of EV devotees — operates in mysterious and frustrating ways. Opening requires holding the button until completion. Release prematurely and it halts mid-ascent, forcing you to restart the entire sequence. Closing demands the same sustained pressure. The rear trunk, conversely, requires two distinct taps followed by immediate button abandonment. Hold too long and nothing happens.
Relatedly, twice, the vehicle refused to power down after I’d finished driving. The car simply sat there, running, even when I shifted to park and opened the door (which tells the car to turn off). One clunky solution: open the frunk, close the frunk, shift into drive, then park, then exit.
As for the software, it’s absolutely fine unless you’ve owned a Tesla, in which case, prepare for disappointment. This seems to be true across the board — everyone I know who owns both a Tesla and another EV, no matter how high end, says the same thing. Once you’ve internalized how effortlessly Tesla’s software dissolves barriers between intention and execution, every other automaker’s software feels like a compromise.
Which brings us to the nadir of the trip: charging in Tahoe during winter. For all its virtues, the Escalade IQL is, by any measure, a thirsty machine. The battery is a 205 kWh pack — enormous, and it needs to be, because the car burns through roughly 45 kWh per 100 miles, which is considerably more than comparable electric SUVs. Cadillac estimates 460 miles of range on a full charge, and in ideal conditions that holds up. Tahoe in winter, however, is not ideal conditions. We’d also arrived with less charge than we should have. A series of side trips on the way up, including an emergency detour to find shirts for a family member who had packed none, had eaten into the battery more than expected. By the time we needed to charge, we genuinely needed to charge.
We approached a Tesla Supercharger in Tahoe City that appeared on the MyCadillac app, but when we plugged in to the designated stall, nothing happened. We searched for answers, discovering that even Tesla stations that accept non-Tesla vehicles throttle energy to 6 kilowatts per hour anyway, but it was a frustrating experience. A nearby EVGo had shuttered a month prior. ChargePoint’s two units at the Tahoe City Public Utility lot were broken and willing to connect but not to actually charge anything. We briefly contemplated a 35-mile drive to Incline Village, did the math on what stranded would actually look like, and decided against it. Then I discovered an Electrify America station 12 miles away. We drove through gathering snow, arrived shortly before 11 p.m., and it worked. We sat there for an hour fighting exhaustion before driving home.
The following morning revealed another issue via an app alert: tire pressure had dropped to 53 and 56 PSI in the front (recommended: 61) and 62 PSI in the rear (recommended: 68). I have no idea whether the car had been delivered that way or whether something else was going on beyond the cold weather — either way, it meant someone standing at a gas station filling tires while being pelted directly in the face with ice. (That someone was my husband.) For a family trip, it was going great.
At this point, in fact, I would have told you that the Escalade IQL is unquestionably luxurious and ideal for families of four or more who value space and technology. I would tell you it came burdened by real tradeoffs: forward visibility obstructed by its commanding hood, parking challenges inherent to its dimensions, limited charging infrastructure for a machine this ravenous, and tires tasked with supporting 9,000 pounds. It’s a beautiful car, I would have said, but it’s not for me.
But the snow that had started to fall kept falling. Within two days, eight feet had accumulated, making it impossible to ski — the entire point of the trip — and terrifying to move about town. Except I found that I wasn’t terrified because we had the Escalade, which, because of its weight, felt like driving a tank through the snow. (The tires held steady after we’d inflated them, even as the week kept doing its worst.) What could have been harrowing felt serene. It was quiet, it was strong, it was taking charge in a bad situation.
I also adjusted to the size. By the end of this past week I had stopped mouthing “I’m sorry” to whoever who was waiting for me to figure out where to park it. I had stopped caring what it said about me that I was driving a car whose entire design philosophy is: the owner of this vehicle is not waiting in line. Eight feet of snow had fallen, we needed groceries, and I was the one with the tank, suckers! I could sense my husband falling for the car, too.

Then, as tends to happen in Tahoe, the snow stopped all at once and the sun came out, and the Escalade was just a very dirty car sitting in the driveway (sorry, GM!). It was in this moment that I realized: I still like it, and it’s not because of the emergency alone. I love riding high, with the speaker system flooding the car with a favorite soundtrack. That light show still gets me. The car’s long, curved LED screen is a marvel, among other features.
The frunk is still problematic. I won’t soon forget the panic of not being able to charge the car where I thought I could. Parking this thing is truly an exercise in patience. I have strong opinions about unnecessary consumption. None of that has changed.
I just also, somehow, want this car, so when the GM middleman comes to collect it, I may hide it under a tarp — a very large tarp — and tell him he has the wrong address.
Tech
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