Mon February 16, 2026 | Mobility Monitor

Autonomous Vehicles

Hyundai to supply Waymo with 50,000 IONIQ 5 vehicles by 2028 in a $2.5B deal, while Waymo releases 6th-generation Driver system with reduced sensors (13 cameras down from 29) costing under $20k per unit AV Market Strategist
Pony.ai and GAC-Toyota partner to mass produce 1,000 Gen-7 bZ4X robotaxis by end of 2026, with goal of 3,000 by year-end; vehicles feature 34 sensors including 9 LiDAR units Moving People Newsletter
Waymo launches driverless service in Nashville (managed by Lyft), while WeRide and Uber plan to deploy 1,200 robotaxis in Abu Dhabi, Dubai, and Riyadh by 2027 Moving People Newsletter
Baidu and WeRide expand aggressively in Middle East; Baidu partners with Uber to bring Apollo Go to Dubai AV Market Strategist
Zoox begins testing autonomous shuttles in Columbus, Ohio for mapping purposes Moving People Newsletter

Lyft releases FY25 results: gross bookings up 15% to $18.5B, revenue up 9% to $6.3B, but Q4 operating loss of $188M missed expectations, sending stock down 22% from $17 to $13.27 Moving People Newsletter
Lyft introduces 'teens' feature allowing riders as young as 13 to book rides with parental approval and enhanced driver screening Moving People Newsletter
Grab releases FY25 results: On-Demand GMV up 21% to $22.1B, revenue up 20% to $3.37B with $65M operating profit and $200M net profit Moving People Newsletter
Grab acquires US fintech Stash Financial for $425M to strengthen financial services business Moving People Newsletter

Uber acquires Getir in Turkey for $335M (food delivery) plus $100M for 15% stake in grocery/retail business, consolidating position after earlier Trendyol Go acquisition Moving People Newsletter
Chile competition authority fines Delivery Hero $31.5M for market-fixing between PedidosYa and Glovo across multiple countries; Glovo subsidiary Foodinho placed under judicial supervision in Italy for alleged labor exploitation Moving People Newsletter
Amazon Air drone delivery launches in Kansas City (7th city), while Amazon Pharmacy expands same-day delivery to 2,000 additional US cities Moving People Newsletter
Just Eat launches robo-dog delivery trial in Milton Keynes and standard delivery bot trial in Bristol; robo-dogs can climb stairs, reach 14km/hour, and carry up to 30kg Moving People Newsletter
Cainiao and Zelos partner on strategic deal for 20,000 electric freight robovans Moving People Newsletter

Uber Eats introduces 'Cart Assistant' AI feature using chatbot to automatically add grocery items to basket from lists or photos, selecting products based on purchase history Moving People Newsletter

Aurora's autonomous trucks now travel 1,000 miles nonstop (vs. 30 hours for human drivers); company generated $3M in FY25 revenue with 30 trucks (10 fully autonomous), expanding to 200 by year-end Moving People Newsletter
Momenta expands to autonomous trucking with dedicated in-house team; Kodiak awarded autonomous ground vehicle development contract by US Marine Corps Moving People Newsletter

MAN Trucks demonstrates megawatt charging capabilities for eTruck electric semi in subzero temperatures at Kempower event in Sweden Electrek
Morgan Stanley trims Nio stake by 6% in Q4, while Nio's battery asset operator Mirattery raises $145M in Series C3 round EV Blog
UK-based OX Delivers, operating electric trucks in Rwanda, set to be liquidated Moving People Newsletter