Federal Push Clears Zoox for Vegas While Congress Moves to Rein In Robotaxis

Executive Briefing

• Grants Zoox a federal safety standards exemption, clearing the last major regulatory hurdle for paid robotaxi rides in Las Vegas.
• Faces new congressional legislation requiring minimum national AV safety standards after July 4 gridlock incidents involving Waymo vehicles.
• Expands London as the next robotaxi battleground, with Baidu, Waymo, and Uber-Wayve all preparing launches by 2027.
• Reveals GM and Ford have sharply reduced EV discussion on earnings calls, signaling a strategic retreat from earlier electrification ambitions.
• Highlights Boring Company's $4B fundraise talks and a Saudi royal's 5% stake in Lucid Motors as major mobility investment moves.