TechCrunch Mobility: SpaceX rockets past Tesla

TechCrunch Mobility：SpaceX 股价一飞冲天，超越特斯拉

Welcome back to TechCrunch Mobility, your hub for the future of transportation and now, more than ever, how AI is playing a part. To get this in your inbox, sign up here for free — just click TechCrunch Mobility! 欢迎回到 TechCrunch Mobility，这里是您了解未来交通的中心，如今我们比以往任何时候都更关注人工智能在其中扮演的角色。想要在收件箱中接收此通讯，请点击此处免费订阅——只需点击 TechCrunch Mobility！

I won’t spend too much time rehashing the SpaceX IPO — every media outlet, including TechCrunch, has spilled enormous amounts of digital ink on the company’s first day of trading. But there are two important data points to note for anyone who closely watches the “future of transportation” industry. As of market close Friday, SpaceX has a market cap of $2.1 trillion, rocketing past Musk’s other publicly traded company, Tesla. SpaceX is currently the sixth most valuable U.S.-listed company, behind Nvidia, Apple, Alphabet, Microsoft, and Amazon. Tesla’s market cap was $1.52 trillion as of market close. 我不会花太多时间重述 SpaceX 的 IPO——包括 TechCrunch 在内的所有媒体都在该公司上市首日投入了大量笔墨。但对于密切关注“未来交通”行业的任何人来说，有两个重要的数据点值得注意。截至周五收盘，SpaceX 的市值为 2.1 万亿美元，一举超越了马斯克的另一家上市公司特斯拉。SpaceX 目前是美国市值第六高的上市公司，仅次于英伟达、苹果、Alphabet、微软和亚马逊。特斯拉在收盘时的市值为 1.52 万亿美元。

These two companies could soon become one. There have been plenty of hints and speculation. Last week, senior reporter Sean O’Kane spotted new language in SpaceX’s S-1 document that warns investors of future dilution. The additional sentence reads, “We may issue a significant amount of equity in connection with future transactions.” This isn’t a forecast of some small-scale deal; it likely means Tesla. On opening day, SpaceX president and COO Gwynne Shotwell added fuel to the speculative fire. During an interview with CNBC, Shotwell seemed open to the idea and said a merger “might make Elon’s life a little easier.” And if you do want to read more, we have conveniently packed everything together in a single spot, including stories on who wins (Elon Musk) and who might not (lower-tier SPV investors). 这两家公司可能很快会合二为一。目前已经有了大量的暗示和猜测。上周，资深记者 Sean O’Kane 在 SpaceX 的 S-1 文件中发现了警告投资者未来可能出现股权稀释的新措辞。新增的句子写道：“我们可能会在未来的交易中发行大量的股权。”这并非针对某种小规模交易的预测；它很可能指的是特斯拉。在上市首日，SpaceX 总裁兼首席运营官 Gwynne Shotwell 为这一猜测火上浇油。在接受 CNBC 采访时，Shotwell 对这一想法似乎持开放态度，并表示合并“可能会让埃隆的生活轻松一些”。如果您想了解更多信息，我们已经方便地将所有内容汇总在了一个页面中，包括关于谁是赢家（埃隆·马斯克）以及谁可能受损（低层级 SPV 投资者）的报道。

A little bird

小道消息

Senior reporter Tim De Chant heard from a little bird who is familiar with GM and its inner workings that a “foreign supplier” is providing lithium-iron-phosphate (LFP) cells for the 2027 Chevrolet Bolt — and that the automaker currently has no plans to make LFPs for its EVs. Previously, a Wall Street Journal report said the arrangement with the foreign supplier — identified as Chinese battery manufacturer CATL — was a temporary stopgap. De Chant heard that GM is starting production of LFP at an Ultium plant in the coming weeks, but those cells are destined for energy-storage systems made by LG Energy Solution. The automaker hasn’t yet decided whether LFP has a future in an EV beyond the Bolt. 资深记者 Tim De Chant 从一位熟悉通用汽车内部运作的知情人士处获悉，一家“外国供应商”正在为 2027 款雪佛兰 Bolt 提供磷酸铁锂（LFP）电池，而该车企目前并无为其电动汽车生产 LFP 电池的计划。此前，《华尔街日报》报道称，与该外国供应商（被确认为中国电池制造商宁德时代）的合作只是权宜之计。De Chant 获悉，通用汽车将在未来几周内开始在某家 Ultium 工厂生产 LFP 电池，但这些电池将用于 LG 能源解决方案公司制造的储能系统。通用汽车尚未决定 LFP 电池在 Bolt 之外的电动汽车领域是否还有未来。

Meanwhile, EV maker Lucid Motors is going through a bit of executive-level disruption. Emad Dlala, a top executive at Lucid, has left the company just months after being promoted to a leading role, TechCrunch has learned. Dlala’s exit is the first major executive departure since Lucid Motors named Silvio Napoli as its new CEO in April. And we hear there may be more coming. Got a tip for us? Email Kirsten Korosec at kirsten.korosec@techcrunch.com or my Signal at kkorosec.07, or email Sean O’Kane at sean.okane@techcrunch.com. 与此同时，电动汽车制造商 Lucid Motors 正经历一些高层变动。据 TechCrunch 获悉，Lucid 的高管 Emad Dlala 在被提拔至领导岗位仅几个月后就离开了公司。这是自 Lucid Motors 于 4 月任命 Silvio Napoli 为新任首席执行官以来，首次出现的高管离职。我们听说可能还会有更多变动。有线索要提供吗？请发送电子邮件至 kirsten.korosec@techcrunch.com 联系 Kirsten Korosec，或通过 Signal 联系 kkorosec.07，或发送电子邮件至 sean.okane@techcrunch.com 联系 Sean O’Kane。

Deals!

交易动态！

We can officially say goodbye to the Apple car. Yeah, I know that special project was shut down in 2024. But now there is further proof that Apple has moved well beyond autonomous cars. After a tip and some document scouring, we found that Waymo acquired a massive 5,500-acre proving ground in Arizona owned by Route 14 Investment Partners LLC, a Delaware shell company associated with Apple. Waymo acquired the property for $220 million, according to the filing. The acquisition is the latest evidence that Waymo is trying to scale up its operations. 我们可以正式向苹果汽车告别了。是的，我知道那个特别项目已于 2024 年关闭。但现在有进一步的证据表明，苹果已经完全超越了自动驾驶汽车领域。在收到线索并查阅了一些文件后，我们发现 Waymo 收购了位于亚利桑那州的一块占地 5500 英亩的巨大试验场，该试验场原属于与苹果有关联的特拉华州空壳公司 Route 14 Investment Partners LLC。根据备案文件，Waymo 以 2.2 亿美元收购了该物业。此次收购是 Waymo 试图扩大其业务规模的最新证据。

Other deals that got more attention … 其他备受关注的交易……

CameraMatics，一家利用人工智能视频远程信息处理技术帮助提升车队安全性的爱尔兰公司，从由英国投资公司 Blume Equity、爱尔兰战略投资基金和 Goodbody Capital Partners 牵头的财团处筹集了 4900 万欧元。
Clear Robotics，一家开发自动驾驶船舶的印度科技公司，筹集了 175 万美元的 Pre-A 轮融资，由专注于海事领域的 Shipsfocus Ventures 领投。Katapult Ocean、SGInnovate、M7 Holdings MGS Ventures 及其他战略合作伙伴也参与了本轮融资。
Evotrex，一家开发混合动力房车拖车的初创公司，筹集了 3000 万美元的 A 轮融资。资金来自中国和香港的投资机构财团，如 GSR United Capital（金沙江创投）、Forebright Concerto Capital（光大控股）、TTGG Ventures 和 Pegasus Capital 等。消费电子公司 Anker 是其种子轮投资者之一。
Volteum，一家为电动和混合动力车队开发车队管理软件的初创公司，筹集了 250 万欧元，由 Movens Capital 领投。WakeUp Capital 和 Aidiom，以及现有投资者 DayOne Capital、Techstars 和 Nesprit 也参与了投资。
Zepto，印度快速商务配送初创公司，公布了首次公开募股（IPO）计划，估值可能达到约 10 亿美元。
据《The Information》报道，为学龄儿童提供交通服务（通常使用电动校车）的初创公司 Zūm 正在与银行洽谈可能的 IPO 事宜。

Notable reads and other tidbits

值得一读及其他花絮

Decart，一家人工智能初创公司，发布了一个名为 Oasis 3 的交互式世界模型，可以实时生成照片级逼真的驾驶环境。资深记者 Rebecca Bellan 报道称，该初创公司最初的目标是那些需要大规模模拟罕见驾驶场景的自动驾驶汽车公司，并计划扩展到机器人和其他物理人工智能应用领域。 Decart 是一家人工智能初创公司，发布了一个名为 Oasis 3 的交互式世界模型，可以实时生成照片级逼真的驾驶环境。资深记者 Rebecca Bellan 报道称，该初创公司最初的目标是那些需要大规模模拟罕见驾驶场景的自动驾驶汽车公司，并计划扩展到机器人和其他物理人工智能应用领域。

General Motors is pushing deep into batteries — and not for EVs. We covered some of GM’s battery plans last week, but there is more to share. GM announced plans to sell a commercial energy-storage system for AI data centers and the grid. It is partnering with energy-storage startup Peak Energy and will be developing an entirely new sodium-ion battery chemistry tailored for grid-scale deployments. With GM and Ford chasing energy storage — plus a number of startups like Redwood Energy piling in — it seems like everyone wants a piece of Tesla’s battery business. Rivian started deliveries of… 通用汽车正在深入布局电池领域——而且不仅仅是为了电动汽车。我们上周报道了通用汽车的一些电池计划，但还有更多内容值得分享。通用汽车宣布计划为人工智能数据中心和电网销售商业储能系统。它正在与储能初创公司 Peak Energy 合作，并将开发一种专为电网级部署量身定制的全新钠离子电池化学技术。随着通用汽车和福特汽车竞相追逐储能领域——再加上 Redwood Energy 等多家初创公司的涌入——似乎每个人都想从特斯拉的电池业务中分一杯羹。Rivian 开始交付……