Tesla's Full Self-Driving (Supervised) system faces growing regulatory scrutiny following a fatal crash in Texas that killed a 76-year-old woman. Both NHTSA and NTSB have opened investigations, while Tesla settled a separate FSD-related lawsuit. Waymo is on pace to import 3,156 Ojai robotaxis (built by Zeekr/Geely) into the U.S. this year. Lyft announced a multi-sensor safety standard that would effectively bar Tesla Cybercab and FSD (Unsupervised) vehicles from its network. Other news includes Lucid Motors laying off 18% of staff, Waymo setting up a German entity ahead of a potential European launch, Zoox upgrading its robotaxi ahead of commercial service, and several funding rounds in the AV and EV space.

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