Autonomous Vehicles Weekly — 2026-04-22

Top Stories

Tesla Robotaxi Expands to Two New Texas Cities — and a Passenger's Wild Ride Goes Viral

• What happened: Tesla expanded its unsupervised robotaxi service to two additional Texas cities, with users sharing videos and price comparisons showing Tesla's fares undercutting Waymo's. Separately, passenger Chris Ramos reported that a Tesla robotaxi attempted to pull over mid-highway during his ride, though he said he remains a believer in autonomous driving overall.
• Why it matters: The Texas expansion signals Tesla is accelerating its robotaxi footprint beyond its initial Austin launch area. The highway incident, however, adds to a pattern of edge-case failures drawing public and regulatory scrutiny just as the company is scaling up.
• Key players: Tesla (TSLA), passengers and social media users documenting rides

1 sources

teslaoracle.com

teslaoracle.com

Waymo Faces Council Scrutiny in Nashville Over Traffic Disruptions

• What happened: Weeks after its April 7 Nashville debut, Waymo's robotaxi service has drawn criticism from city council members and social media users over traffic disruptions caused by autonomous vehicles in the city.
• Why it matters: Nashville represents one of Waymo's newest market entries, and early friction with elected officials could complicate its operating permits and expansion plans. It echoes similar friction Waymo encountered in San Francisco before regulators intervened.
• Key players: Waymo, Nashville City Council, local residents and Lyft (referenced as competitor in the market)

AV Funding More Than Triples in Q1 2026, Setting a Record

• What happened: According to Crunchbase data, autonomous vehicle funding more than tripled in the first quarter of 2026 compared to the same period a year ago, driven by several multibillion-dollar megadeals. Investors are no longer just funding research — they are betting on companies ready to scale and deploy.
• Why it matters: The investment surge indicates that the AV industry has moved from a "hype" phase into a commercialization phase, with capital now flowing toward operational readiness rather than purely technological R&D.
• Key players: Crunchbase-tracked AV startups and investors across the ecosystem

Self-Driving Cars & Robotaxis

• Tesla: Expanded its unsupervised robotaxi service to two new cities in Texas, with users noting fares are cheaper than Waymo. A passenger incident in which the vehicle attempted to pull over on a highway went viral, raising safety questions even among supporters.

• Waymo: Facing political backlash in Nashville following its April 7 launch, with council members and residents criticizing the service for causing traffic disruptions in the city.

• Wayve: Secured a $60 million extension to its Series D funding round from AMD, Arm, and Qualcomm Ventures, aimed at scaling its AI Driver technology and accelerating integration into vehicle platforms globally. The extension builds on Wayve's prior $1.2 billion Series D.

Drones & Urban Air Mobility

• Vertical Aerospace: The UK-based eVTOL company secured an $800M funding package, helping it close the gap on American air taxi rivals that have collectively raised billions. The announcement follows a separate flight test milestone reported this week in which Vertical Aerospace completed a key transition flight test, putting it among a rarefied group of eVTOL manufacturers to achieve that benchmark.

• Vertical Aerospace (flight test): The transition flight test milestone — where the aircraft moves from vertical to horizontal (fixed-wing) flight — is a technically demanding phase that precedes certification submissions to aviation regulators including the UK CAA and EASA.

3 sources

axios.com

Mobility

flyingmag.com

flyingmag.com

flyingmag.com

flyingmag.com

Regulation & Policy

• NHTSA (USA) — Steering Wheel Rulemaking Comment Period Closes: NHTSA's proposed rule change to allow autonomous vehicles without steering wheels or pedals had its public comment period close on April 15, 2026. The conclusion of the comment window moves the rulemaking toward a finalization phase that would provide the legal foundation for broader ADS (Automated Driving System) vehicle regulation in the United States.

• United Kingdom — CAM Pathfinder Programme: The UK government awarded funding to eight feasibility studies examining autonomous vehicle deployments across the country, as part of its £150 million CAM Pathfinder programme. The grants are aimed at exploring how AVs could benefit businesses and communities, accelerating the commercial readiness of AV deployments across British roads.

Business & Investment

• Wayve — $60M Series D Extension: AMD, Arm, and Qualcomm Ventures jointly invested $60 million in Wayve, extending the company's Series D round. The funds are earmarked for scaling Wayve's "AI Driver" embodied AI platform and deepening integration with global vehicle manufacturers.

• Vertical Aerospace — $800M Funding Package: The UK's leading eVTOL manufacturer secured an $800M funding package this week, its largest financing to date, as it competes against better-funded US rivals Joby Aviation and Archer Aviation ahead of expected commercial certification.

• AV Sector — Record Q1 2026 Investment: Crunchbase reported that global AV sector funding more than tripled in Q1 2026 to hit a record amount, driven by megadeals from investors now focused on commercial scalability rather than early-stage R&D.

Technology & Innovation

• Wayve — Embodied AI for Autonomous Driving: The $60M investment from AMD, Arm, and Qualcomm Ventures is specifically tied to advancing Wayve's embodied AI approach to driving, which trains a single AI model on diverse real-world data rather than relying on hand-coded rules. Qualcomm and Arm's involvement suggests the technology is being designed for integration with next-generation automotive-grade chips.

• Vertical Aerospace — Transition Flight Test: Vertical Aerospace completed a transition flight test this week for its VX4 aircraft, in which the eVTOL transitions from vertical (multirotor) to horizontal (fixed-wing cruise) flight. This is a critical technical milestone that very few eVTOL developers have achieved and is a prerequisite for type certification with aviation authorities.

What to Watch Next Week

• NHTSA steering-wheel rule: With the April 15 comment window now closed, watch for NHTSA signals about its timeline for finalizing the rule permitting fully driverless vehicle designs — this could unlock a new wave of AV hardware designs.
• Tesla robotaxi safety scrutiny: The highway pull-over incident and ongoing remote-human-operator disclosures are likely to invite further questions from federal legislators and regulators; watch for follow-up statements from NHTSA or Congress.
• Waymo Nashville operations: Monitor whether Nashville city officials escalate their concerns into formal permit reviews or operational restrictions — a potential template for other new Waymo markets.
• Vertical Aerospace certification progress: Following both its $800M raise and transition flight milestone, watch for the company to announce a revised certification timeline with the UK CAA or EASA.

Reader Action Items

• For industry professionals: The closing of NHTSA's comment period on steering-wheel-free AV rules is a pivotal regulatory inflection point — begin reviewing your compliance roadmap for vehicles designed without traditional human controls.
• For investors: The tripling of AV funding in Q1 2026, combined with chip giants (AMD, Arm, Qualcomm) directly backing AI driving platforms like Wayve, signals that the semiconductor-to-autonomy supply chain is consolidating fast — evaluate upstream exposure beyond pure-play AV stocks.