We’re Talking About Self-Driving Cars the Wrong Way

David Shultz

David Shultz reports on clean technology and electric vehicles, among other industries, for dot.LA. His writing has appeared in The Atlantic, Outside, Nautilus and many other publications.

We’re Talking About Self-Driving Cars the Wrong Way
courtesy of Waymo

In 2013, one of my first assignments in graduate school was to read an article in The New Yorker about Google’s new autonomous car. Back then it sounded like autonomous vehicle (AV) technology was just around the corner—that we stood on the precipice of some new golden era in transportation where cars would form fuel-efficient caravans on highways and parents could send those cars to pick the kids up at school without having to leave the office early. People with disabilities would have access to new levels of personal freedom. Traffic accidents would be a thing of the past.


Now, a full decade later, exactly none of those things have come to pass, and in the process autonomous vehicles have become emblematic of the tech companies’ tendency to over-promise and under-deliver. “Self-driving cars have been one year away for ten years,” the joke goes.

And no company has felt this scorn more directly than Tesla. The electric vehicle giant has endured a series of high profile missteps related to its autonomous technology, and CEO Elon Musk has been extremely incorrect about the timeline for its implementation. Last week Tesla announced a recall of 363,000 vehicles due to issues with its full self-driving software, which, despite its name, does not even offer full self-driving.

This is all to say that it was not without some trepidation that I decided to accept an invitation earlier this month to a ride in Waymo’s autonomous vehicle. Waymo began as the “Google Self-Driving Car Project” in 2009–four years before I’d read the New Yorker Story. The company changed its name and became a subsidiary of Alphabet Inc (Google’s parent company) in December 2016. Waymo is headquartered in Mountain View, CA, which would ordinarily put it outside the watchful purview of dot.LA, but the self-driving start up is setting up shop in Santa Monica.

I meet Waymo Communications Manager Sandy Karp and product manager Vishay Nihalani a few miles from the Pacific Ocean at Virginia Avenue Park around 10am. They’re standing outside a white Jaguar E-PACE equipped with an ostentatious array of cameras, lidars, and radars. Our plan is to have the car drive us to a donut shop on Wilshire Blvd, get a donut, rendez-vous with the car again, and instruct it to chauffeur us back to the park.

The trip begins with the press of a button on a touch screen on the back of the center console. The elephant in the room (or in this case the car), is that there’s actually a person in the driver’s seat. Lindsay Alara, an Autonomous Specialist for Waymo, keeps her fingertips lightly in contact with the steering wheel and her feet waiting near the pedals just in case the vehicle does something it shouldn’t.

In Arizona, Waymo has been running its fully autonomous ride hailing operation with no human present in the car since as early as 2020. But California’s stricter regulatory environment means that her job is safe here, for now.. Waymo is applying for the necessary permits to move the system to fully autonomous, but the process is likely to take months, says Nihalani. The company is spending that time training and validating its AI in new neighborhoods.

“We've expanded in the cities that we're operating in,” says Nihalani. “In San Francisco we’re driving 24/7; in downtown Phoenix we’re driving 24/7. We're driving an increasing set of road speeds, weather conditions, so on and so forth,” says Nihalani. With its primary education complete in Arizona, Nihalani says the AI is picking up the subtleties driving in Los Angeles and San Francisco quite quickly. “That’s something that we're really excited by, I think it’s what's enabling an acceleration of momentum, which may have been different than what we've seen in the past few years.”

Waymo’s city-by-city, street-by-street approach to autonomous driving illuminates a paradigm shift in the way we need to think about the technology, says, Alex Bayen, a transportation and systems engineer at Berkeley. Autonomous driving will probably never be something that’s “solved” all at once, but rather something that develops over time. “I think the right way to look at things is that every year there are more and more use cases where an increased level of automation has become a reality,” says Bayen. “Every company which is trying to grab some real estate in this new technological world, what they're doing is they're trying new use cases. Autonomous vehicles are not going to go everywhere initially, and they are not going to be there all the time. They are only going to operate in specific conditions.”

As that envelope of use cases pushes outward, Bayen and other researchers say now is the time to talk about how autonomous vehicles should be regulated. As easy as it is to imagine the benefits of driverless cars, it’s equally easy to imagine the potential for pitfalls.

Ride sharing services, in general, have been shown to increase traffic and congestion in cities. So the potential for fleets of unoccupied “ghost cars” to exacerbate Los Angeles’ already abhorrent traffic conditions should be a real concern for policy makers today. Likewise, for private owners, it may prove cheaper to send a vehicle back home during the work day rather than pay for parking at the office. Or the convenience of autonomous vehicles may make it tempting for parents to use one to chauffeur their kids to school rather than have them take the bus. All of these scenarios would worsen traffic and increase emissions–even if the cars are electric. In one study, researchers at the University of Washington found that AVs could either cut our greenhouse gas emissions roughly in half or double them, depending on how the technology is implemented.

“There's a potential for real net positive, if we get leaders in the public sector and the private sector to work together to ameliorate some of those known problems that we suspect will happen,” says Ben Clark, a professor of public administration planning, public policy and management at the University of Oregon. “We don't want to be in the same position as we were when Uber came to town and we were very reactive.”

According to Clark, state governments should be thinking about how to tax or charge for miles driven by unoccupied vehicles and how to incentivize sharing individual vehicles between multiple people, families, or groups. As the use case envelope for autonomous vehicles expands, the model for car ownership may have to change in order for us to actually reap the benefits. The never ending delays to autonomous vehicles may be frustrating or amusing to consumers, but they also should be giving policy makers ample time to see these issues coming. “It's actually an invitation to elected officials to look at this and figure out how to not have a jungle, but how to have a well organized garden where things work properly,” says Bayen.

On our donut run, the vehicle moves cautiously and smoothly; it navigates streets lined with parked cars and turns with poor visibility. It identifies and avoids construction cones. It deftly changes lanes and passes unloading trucks.

Riding in an autonomous vehicle invites you to see the streets with fresh eyes, and suddenly it becomes easy to see why the technology has taken so much longer to arrive than we might’ve expected. Our roads are littered with “edge-case” obstacles. Other drivers don’t always follow the exact rule of law; people go out of turn at 4-way stops; cyclists filter through traffic at red lights, pedestrians jaywalk; emergency vehicles trump all the rules. “The California Stop is a real thing,” jokes Nihalani.

Still, none of that explains one strange moment as we cross over the 10 freeway where the car begins to slow down as we approach a greenlight even though there’s no obvious sign of danger or obstacle in our path. I instinctively look over my shoulder to see if someone is going to rear end us, but the moment passes quickly and the car–for whatever reason–decides the way forward is safe once more. While Alara never has to intervene, it’s a small reminder that the technology is still on its way.

Are we there yet? We’ll get there when we get there.

Match Goes Niche With $100M Move

🔦 Spotlight

Hello Los Angeles,

It’s May, and LA is about to have one of its more important weeks.

The Milken Institute Global Conference 2026 returns to Beverly Hills next week, bringing together thousands of investors, operators, policymakers, and executives. It’s one of the few places where public markets, private capital, and tech actually overlap in the same rooms, and where you can usually get an early read on what capital is leaning into before it fully shows up in the data.

This year, one theme is already starting to surface. Platforms are getting more specific, not more broad.

This week’s news is a good example.

Match Group is investing $100 million into Sniffies, a fast-growing, location-based platform built for gay, bi, trans, and queer men. It’s a notable move for a company best known for mainstream dating apps like Tinder and Hinge, and it signals a deeper push into more niche, community-driven platforms.

Sniffies operates very differently from traditional dating apps. It’s more real-time, more map-based, and more focused on immediacy than long-term matching. In other words, it’s built around behavior, not profiles.

And that’s what makes the investment interesting.

For years, the dominant strategy in consumer platforms was scale, build one product that works for everyone. But what we’re seeing now is the opposite. The platforms that are gaining traction tend to be the ones that understand a specific audience deeply and build for how that group actually behaves.

Match leaning into that shift isn’t just about expanding its portfolio. It’s a recognition that growth is coming from focus.

And in a city like Los Angeles, that’s usually where things start.

Below are this week’s venture deals and fund announcements across LA 👇


🤝 Venture Deals

    LA Companies

    • Illuminant Surgical raised an $8.4M seed round to accelerate the rollout of its real-time anatomical projection platform, which aims to give surgeons enhanced visibility during procedures. The company’s “Skylight” system is designed to project internal imaging directly onto the patient, improving precision and reducing risk, and the funding will support product development and early commercialization efforts. - learn more
    • Jupid raised $840K in early funding to support its AI-native accounting platform, which is designed to automate bookkeeping, tax filing, and compliance for small businesses directly within banking platforms. The company is building what it describes as an embedded “AI accountant” that integrates with financial institutions to streamline operations for entrepreneurs, and plans to use the funding to expand partnerships and accelerate product development as demand grows for automated financial tools. - learn more
    • Lumicup raised a $4.38M Series A to expand its product line and scale manufacturing as it looks to meet growing demand for its consumer health and wellness products. The company plans to use the funding to increase production capacity, invest in new product development, and strengthen its distribution as it continues to grow its footprint in the market. - learn more
    • Counterpart raised a $50M Series C to expand its AI-driven “agentic insurance” platform, which helps small businesses manage growing legal and employment risks tied to AI adoption. The round was led by Valor Equity Partners with participation from existing investor Vy Capital, bringing the company’s total funding to $106M, and the capital will be used to launch new insurance products, expand risk management capabilities, and scale its underwriting platform. - learn more
    • Nervonik raised a $52.5M Series B to advance its next-generation peripheral nerve stimulation technology, which aims to deliver more precise, personalized treatment for chronic pain. The round was led by Amzak Health with participation from Elevage Medical Technologies, U.S. Venture Partners, Lumira Ventures, Foothill Ventures, and Shangbay Capital, and the company plans to use the funding to accelerate clinical programs and move toward commercialization. - learn more
    • LighthouseAI raised an $8M Series A to expand its AI-powered platform that helps pharmaceutical companies manage state licensing and regulatory compliance. The round was led by Boxcars Ventures with participation from TGVP and existing investors, and the company plans to use the funding to enhance product development, improve service delivery, and support continued growth as it scales across the pharma supply chain. - learn more

    LA Venture Funds
    • MANTIS Venture Capital participated in Rogo’s $75M Series C, backing the AI platform as it builds autonomous financial agents designed to streamline complex workflows for banks and investment firms. The round was led by Sequoia Capital and included a mix of major financial institutions and venture firms, signaling strong demand for AI tools that can augment decision-making across high-stakes finance. - learn more
    • M13 participated in Chord’s $7M funding round, backing the AI commerce platform as it builds a “context layer” designed to unify fragmented data, tools, and workflows for retail brands. The round was led by Equal Ventures with participation from Chingona Ventures and CEAS Investments, and the company aims to help operators move beyond dashboards toward systems that can make real-time decisions and automate actions across the business. - learn more
    • Fika Ventures participated in Lumian’s funding round, backing the startup as it launches an AI-native Amazon agency designed to automate and optimize how brands operate on the marketplace. The company is focused on replacing traditional agency workflows with AI-driven systems that can manage everything from advertising to operations in real time, reflecting a broader shift toward automation in e-commerce. - learn more
    • Riot Ventures co-led True Anomaly’s $650M Series D, backing the defense space startup as it scales spacecraft, software, and autonomous systems designed for national security missions in orbit. The round values the company at around $2.2 billion and brings total funding to over $1 billion since its 2022 founding, and the company plans to use the capital to accelerate mission deployments, expand manufacturing, and grow its workforce as demand increases for space-based defense capabilities. - learn more
    • Clocktower Technology Ventures participated in Clarasight’s $11.5M Series A, backing the AI-powered travel and expense platform as it works to unify fragmented enterprise data into a single system. The round was led by AlleyCorp with participation from several travel and fintech-focused investors, and the company plans to use the funding to expand product development and scale go-to-market efforts as demand grows for AI-driven efficiency in corporate travel. - learn more
    • Halogen Ventures and Mucker Capital participated in SkyfireAI’s $11M seed round, backing the startup as it builds an AI-native platform for coordinating autonomous, multi-drone operations. The company’s software is designed for public safety and defense use cases, helping teams deploy and manage fleets of drones with greater speed and efficiency without increasing staffing, and it plans to use the funding to accelerate product development, expand its team, and scale deployments with government and mission-critical customers as demand grows for autonomous drone systems. - learn more
    • Matter Venture Partners led OpenLight’s $50M Series A-1, with participation from Acclimate Ventures, Catapult Ventures, and existing investors, backing the photonics company as it scales its next-generation chip platform for AI infrastructure. The funding brings total capital raised to $84M and will be used to accelerate global deployment of its silicon photonics technology across data centers, telecom, and other high-bandwidth applications. - learn more
    • Alexandria Venture Investments participated in Fathom Therapeutics’ $47M Series A, backing the biotech startup as it applies quantum chemistry and AI to design next-generation small molecule drugs. The oversubscribed round was led by Sutter Hill Ventures with participation from Chemistry and other investors, and the company plans to advance its platform, which simulates protein behavior inside living cells to accelerate drug discovery. - learn more

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      Netflix Doubles Down on LA

      🔦 Spotlight

      Hey Los Angeles.

      Goodbye Coachella, hello Stagecoach. The desert doesn’t stay quiet for long, and neither does LA’s entertainment machine.

      This week, that momentum showed up in a more permanent way.

      Netflix is expanding its footprint in Los Angeles with a major move to take over and invest in Radford Studio Center, a historic production lot in Studio City. The company is planning a long-term transformation of the site, with upgrades to soundstages, production offices, and infrastructure designed to support the next generation of film and television production.

      It’s a notable shift in a moment when production has been under pressure in California, with studios increasingly looking outside the state for cost advantages. Netflix going deeper in LA, and specifically into a legacy studio lot, signals a different kind of commitment. Not just to content, but to where that content actually gets made.

      And it comes at a time when the streaming wars have matured. Growth is harder, budgets are tighter, and the focus has shifted from scale at all costs to efficiency and control. Owning or operating more of the production environment gives Netflix tighter control over timelines, costs, and output.

      For Los Angeles, it’s a reminder of what still anchors the city. Even as AI, defense tech, and infrastructure startups continue to rise, entertainment remains one of the few industries where LA isn’t just competitive, it’s foundational.

      Different headlines each week, but a consistent theme underneath them. Whether it’s power, autonomy, or content, the companies that matter are investing in the layers they don’t want to outsource.

      And in this case, that layer is Hollywood itself.

      Below are this week’s venture deals, fund announcements, and acquisitions across LA 👇


      🤝 Venture Deals

        LA Venture Funds

        • UP Partners and Calm Ventures participated in Reliable Robotics’ $160M funding round, backing the autonomous aviation company as it advances pilotless flight technology for cargo and passenger aircraft. The round included a mix of new and existing investors, and the company plans to use the capital to accelerate certification efforts and expand deployment of its autonomous systems across commercial aviation. - learn more
        • Blue Heron Ventures participated in Tava Health’s $40M Series C, backing the company as it expands its tech-enabled mental health platform into a more integrated, full-stack system for providers, employers, and health plans. The round was led by Centana Growth Partners with participation from existing investors, and the company plans to use the funding to roll out new AI-powered tools and broaden access to care while reducing administrative friction across the system. - learn more
        • Vamos Ventures participated in Zócalo Health’s $15M Series A, backing the company as it scales its tech-enabled, community-based primary care model focused on high-need and underserved populations. The round was led by .406 Ventures with participation from existing and new investors, and the company plans to use the funding to expand its clinics and deepen partnerships with Medicaid programs as demand for accessible care grows. - learn more

        LA Exits
        • Studio71 has been acquired by Fixated as part of a broader deal in which German media company ProSiebenSat.1 sold its North American creator business, giving Fixated a large-scale network of creators and podcast operations and significantly expanding its footprint as it continues an aggressive roll-up strategy in the creator economy. The move signals continued consolidation in the space, with Fixated building a more vertically integrated platform across talent management, content production, and distribution. - learn more
        • Bonsai Health has been acquired by ModMed, bringing its AI-powered patient engagement platform into a broader healthcare software ecosystem. The deal is aimed at integrating Bonsai’s “agentic AI” capabilities into ModMed’s platform to automate patient outreach, fill care gaps, and improve scheduling across a network of nearly 50,000 providers. - learn more

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          A $26M Push Into Power in LA

          🔦 Spotlight

          Hello, Los Angeles.

          Coachella Weekend 2 is here, which usually means LA is either heading back to the desert or happily staying put this time around. Back in the city, the focus this week is less about music infrastructure and more about something far more critical, power.

          That’s where this week’s news comes in.

          Critical Loop, a Los Angeles-based energy startup, raised a $26 million Series A to tackle one of the least talked about bottlenecks in tech right now, grid interconnection. In simple terms, it’s the process of getting power to where it’s needed, and increasingly, that process is too slow to keep up.

          Critical Loop is building modular microgrid systems that can be deployed in days instead of years, giving industrial operators, data centers, and other energy-heavy users faster access to power without waiting on traditional grid upgrades. The round was led by Conifer Infrastructure Partners and Hanover, with participation from Better Ventures, Climate Capital, Adapt Nation Capital, and Cyrus Ventures.

          The timing here matters. Between AI infrastructure demands, electrification, and a broader push toward domestic energy resilience, power is quickly becoming a gating factor for growth. You can build the data center, the factory, or the next big thing, but none of it works if you can’t turn it on.

          That’s what makes companies like Critical Loop worth watching. They’re not building the flashiest part of the stack, but they’re solving for the piece everything else depends on.

          And in a city that knows a thing or two about scaling ambition quickly, that might be the most important layer of all.

          Below are this week’s fund announcements across LA 👇


          🤝 Venture Deals

          LA Venture Funds

          • Anthos Capital participated in Wealth.com’s $65M Series B, backing the AI-powered estate and tax planning platform as it scales across financial institutions. The oversubscribed round included new investors like Titanium Ventures and Pruven Capital alongside existing backers, and the company plans to use the funding to expand product development, pursue acquisitions, and grow its enterprise footprint as demand rises for AI-driven wealth management solutions. - learn more
          • Anamika Ventures participated in Sage Haven’s $3M pre-seed round, backing the AI-powered messaging and calling app designed to create a safer communication environment for kids. The round was led by Anamika Ventures alongside Fabric Ventures and a group of early-stage investors, as the company launches a platform focused on preventing cyberbullying through real-time AI moderation and parent oversight tools. - learn more
          • MANTIS Venture Capital participated in Factory’s $150M Series C, backing the AI startup as it builds autonomous software engineering systems for enterprise teams. The round was led by Khosla Ventures and included firms like Sequoia Capital, Blackstone, Insight Partners, and NEA, valuing the company at $1.5 billion. Factory plans to use the funding to invest further in product development and global expansion as demand grows for AI-driven tools that can automate large portions of the software development process. - learn more
          • Rebel Fund participated in Uplane’s $4.5M seed round, backing the AI startup as it looks to replace traditional marketing agencies with a platform that automates ad creation, testing, and budget optimization. The round was led by Play Ventures with participation from Y Combinator, 20VC, and Multimodal Ventures, and the company says its technology can improve return on ad spend by automating performance marketing workflows. - learn more
          • Alexandria Venture Investments and Presight Capital participated in Alloy Therapeutics’ $40M Series E, backing the biotech infrastructure company as it scales its AI-powered platform for drug discovery and development. The round included a mix of new investors like 8VC and JIC Venture Growth Investments alongside returning backers, valuing the company at $1 billion and underscoring continued interest in platforms that combine AI, data, and lab services across the biopharma lifecycle. - learn more
          • Finality Capital Partners participated in HYFIX’s $15M seed round, backing the semiconductor startup as it builds American-made chips designed to power drones and autonomous robots. The round was led by Craft Ventures with participation from Catapult Ventures, Multicoin Capital, and Sky Dayton, and the company is developing an integrated system-on-a-chip to replace fragmented hardware stacks and reduce reliance on foreign components. - learn more
          • Rainfall Ventures participated in Stendr’s $5.4M pre-seed round, backing the Norwegian defense tech startup as it builds an AI-native platform for drone detection and counter-drone operations. The round was co-led by Rainfall alongside ACME Capital and Skyfall, with additional participation from Antler, StartupLab, and other early-stage investors, and the company plans to use the funding to accelerate development of its multi-sensor technology and expand engineering capabilities. - learn more
          • Slauson & Co. participated in Slate Auto’s $650M funding round, backing the EV startup as it works to bring a lower-cost electric pickup truck to market. The round was led by TWG Global and comes as the Bezos-backed company prepares to begin production, targeting a more affordable segment of the EV market with a customizable truck expected to launch later this year. - learn more
          • Navitas Capital co-led Primepoint’s $10M seed round, backing the AI startup as it builds a platform that reads and connects complex construction drawings to streamline project workflows. The round also included investors like Penny Jar Capital, NextView Ventures, GS Futures, and Aglaé Ventures, and the company plans to use the funding to expand its platform and grow adoption among large commercial contractors. - learn more
          • Alexandria Venture Investments participated in Neomorph’s $100M Series B, backing the biotech company as it advances its molecular glue degrader platform targeting previously undruggable diseases. The round was led by Deerfield Management with participation from Regeneron Ventures, Longwood Fund, and Binney Street Capital, and the company plans to use the funding to support ongoing clinical trials and expand its broader drug development pipeline. - learn more

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