Welcome back to TechCrunch Mobility, your one-stop shop for transportation news that may or may not involve AI. I just got back from vacation, and apparently, the robotaxi world decided to have a little drama while I was gone. The Uber-Waymo partnership in Phoenix has ended, though the two still play nice in Atlanta and Austin. The real question isn't when those will end - it's what happens when they do. Uber execs are already taking not-so-subtle shots at Waymo, and once the partnerships fully dissolve, expect those barbs to turn into full-on policy battles over market access.

Meanwhile, NHTSA Administrator Jonathan Morrison sent a sternly worded letter to all autonomous vehicle developers, essentially saying, 'Your cars need to stop messing with first responders.' The money quote: 'Emergency scenes are not rare or extreme “edge cases.”' While the letter didn't name names, it's pretty clear the feds are eyeing Waymo, which has had repeated run-ins with first responders. Just this week, San Francisco supervisor Bilal Mahmood announced an inquiry into how AVs gummed up emergency services after a July 4 fireworks show left Waymo robotaxis stranded and needing towing. NHTSA has given companies until the end of the month to come up with solutions. We'll see if that amounts to anything more than a strongly worded suggestion.

Also from the feds: The new 2026 Regulatory Plan includes proposed changes to safety standards that could help Tesla and Zoox build vehicles without steering wheels or pedals. Progress!

In other news, Rivian raised $1.32 billion by selling 86.25 million shares at $15.50 each. The company is riding high on R2 SUV deliveries and upped its 2026 forecast to 65,000-70,000 vehicles. Why the raise? Well, scaling up isn't cheap, and Rivian isn't profitable yet. But hey, at least they're selling cars.

Bidbus, a LA-based startup that lets dealers bid on cars, raised $15 million in Series A funding. Lyft is buying Serveo's bike-share business in Spain (terms undisclosed). TaiSan, a UK battery startup, raised £4.65 million. AssuranceAmerica confirmed a data breach affecting 6.9 million people's driver's license numbers - the largest such spill this year. Beta Technologies completed eVTOL flights under a new FAA pilot program. And two new anti-Elon exchange-traded funds have launched for those who want to bet against the Tesla CEO.

Plus: GM's all-American EV truck isn't selling, Manna Aero is building a drone factory in Tulsa, Slate Auto offers Crayola-colored wraps for its EVs, and TechCrunch's Build Mode podcast is back with early-stage fundraising tips from Precursor Ventures' Charles Hudson.