A new speed bump for EV owners and Waymo’s robotaxi fleet surpasses 2,000
September 2, 2025 | by ltcinsuranceshopper
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Wow, y’all aren’t exactly bullish on EV sales in the U.S. once the federal tax credit expires. For those wondering what I am referring to: I included a poll in the last edition of TechCrunch Mobility. Yup, only email subscribers get to participate in polls.
The question was: “What’s your prediction for EV sales over the next two quarters after the EV tax credit expires?” And about 60% of you predicted a steep decline.
I don’t totally disagree, although I do think some automakers will try to pass along the $7,500 federal tax credit through other price reductions for at least one quarter. Automakers with fresh EV models slated for late 2025 and 2026 may be better positioned than competitors. However, tariffs are also bound to shrink margins.
Meanwhile, there is another speed bump emerging in the EV industry in the United States as automakers transition over to Tesla’s North American Charging Standard.
Yeah, I’m talking about dongles, aka EV charging adapters.
Senior climate reporter Tim De Chant, who is a longtime EV owner himself, explains how some folks may soon have a trunk or frunk load of charging adapters.
Take GM. The automaker began selling an adapter nearly a year ago to allow existing electric vehicles to use the North American Charging Standard plugs at Tesla Supercharger stalls. EV owners rejoiced in their newfound freedom.
Now GM has announced three more adapters. The additional adapters, which help GM customers access EV chargers with different charging rates and standards, is a win for flexibility, but at the cost of simplicity. It’s entirely possible that two-EV households could own four different adapters. Check out the full article here.
One important housekeeping note: TechCrunch Mobility will NOT land in your inboxes next week. I know, I know. You’ll miss me. Same here. But I will be back the following week.
It’s your lucky day — we have two little birds to share.
It’s been six months since Peter Rawlinson abruptly stepped down from his CEO, CTO, and board positions at Lucid Motors. His departure came at a critical time, too, as the company was on the precipice of finally launching its long-awaited Gravity SUV. Since then, Rawlinson’s CEO role has been filled on an interim basis by Marc Winterhoff, a longtime consultant at Roland Berger who came on as CFO of Lucid in 2023, as the company looks for a permanent replacement. While it’s unclear whether Lucid is close to making a decision, a little bird recently told us the search net has been cast very wide, with the company even cold-calling some candidates. In the meantime, it’s said that Winterhoff has an eye on taking the position himself.
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