The Dispatch: Week 38
Traton opens its truck OS to outside developers, the EU’s access-by-design deadline lands, Pony.ai puts its robotaxi computer in a Class 8 truck, and Hyundai concedes two years on driver assist.
Traton opens its truck OS to outside developers, the EU’s access-by-design deadline lands, Pony.ai puts its robotaxi computer in a Class 8 truck, and Hyundai concedes two years on driver assist.
Honda and Nissan sign their SDV pact, the EU’s 24-hour cyber reporting clock starts today, China publishes its intelligent vehicle five-year plan, and London gets its first robotaxis.
Waymo picks Munich for its first EU launch, Porsche sells its consulting arm to TCS, Beijing moves to bar under-tested vehicle software, and the first malware built to ride a car's own update channel.
A Chinese autonomy stack cleared ASIL D and aimed at Europe, Nevada approved 8,000 robotaxis in one county, VW China shipped ADAS it built itself.
The autonomy stack becomes a public company, the connectivity backbone gets named carriers, and unattended OTA finally hits the big rigs.
The EV segment leader for America's only domestic school bus maker on 3,500+ electric buses, the Sibros telematics partnership, and what the next 100 years looks like for student transportation.
NVIDIA and BYD bet opposite ways on who owns the robotaxi brain, the SDV cockpit and middleware layers keep consolidating onto shared standards, and connected-car rules start picking winn
Texas turns the AV industry transparent overnight, Stellantis hands its driving stack to Qualcomm and folds aiMotive in, and Hesai locks in another million-unit LiDAR order - this time without a press
Congress writes Chinese LiDAR out of US infrastructure days after Mercedes signs Hesai, the SDV silicon layer industrializes in a single week, and Xpeng mass-produces its first vision-only Robotaxi.
Open-source takes the wheel, OTA becomes a safety net, and OEM software orgs face their first real stress test.
AI deploys at scale, autonomous trucks reach customer endpoints, and geopolitics rewires the connected vehicle supply chain.
Connected services go platform-native, SDV stacks industrialize, and autonomy hits regulatory friction
Big Tech moves deeper into the vehicle stack, OEM platforms hit validation milestones, and the race for SDV control begins to consolidate.
VW and Rivian team up with Qualcomm to challenge Tesla, TomTom undergoes a leadership shake-up, and cybersecurity becomes a growing regulatory and developmental focus.
Ford to issue OTA fixes at large scale, Volvo upgrades millions of vehicles, new JD Power study ranks SDV reliability and SDV growth accelerates amid rising cyber risks
The largest OTA update in history? AI to arrive via OTA in 2.5 million of Volvos, VW announces first self-developed zonal architecture for China, and GM faces FTC scrutiny over connected vehicle data.
Volkswagen doubles down on Qualcomm chips for SDVs, Škoda fortifies cybersecurity, Hyundai Motor Group Appoints Dr. Minwoo Park New Head for SDV Strategy
Renesas goes solution-first with R-Car Gen 5, RISC-V pushes deeper into real-time control, and the SDV stack continues to consolidate around platforms, partnerships, and data ownership.
From stacks to stakes: Volvo to sell software to rivals, Hyundai taps German-native as R&D Chief, Porsches Bricked in Russia, and OTA risk goes mainstream.
From hype to hardware: LG rallies SDV builders, More leadership shakeup at GM, Nissan redefines value, and open-source hits the shop floor.
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