MAKING MOBILITY MOVES
An update on all things Autotech
Winter 2025
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In the transportation and mobility world, things are always in motion — literally. And 2025 is no different: this year is already shaping up to be one of incredible change, with many promising developments coming.
Our 2025 Emerging Transport & Mobility Trends Report breaks down game-changing innovations on the horizon and highlights key trends that will shape our future.
Here are some key areas of interest from our deal team:
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Trend #1: Rise of the robots
Deep tech, automation, and AI-powered solutions are driving innovation across manufacturing, logistics, and fleet operations. These advancements are accelerating in response to labor shortages and reshoring efforts, redefining industry standards.
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Trend #2: AI will connect the dots
Digitization left manufacturing sites and lines disconnected, with fragmented tech decisions impacting enterprise optimization and slowing global expansions. Past ERP failures have made leaders cautious, but next-gen AI can quickly bridge silos and enable scalable solutions.
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Trend #3: AI transitions to service-as-software push
There are exciting opportunities in logistics in AI-driven service-as-software models and interconnected AI agents, which will reshape supply chain operations by enhancing operational efficiency while providing resilience to labor shortages.
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Trend #4: Used EVs will shake up the market
Electrification and fleet management dominate vehicle systems startup activity, while retail and aftermarket sectors face disruption with the influx of used EVs, challenging warranty models, and resale dynamics. Setting residual values for ICE and EVs will become more complex. Software-defined vehicles will enable remote data access and we anticipate a transformation in extended warranties.
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For more thorough analysis, download the full report here.
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What does the incoming presidential administration mean for AI innovation in mobility? Autotech Co-Founder and Managing Director Alexei Andreev and Molly Boigon of Automotive News discussed the opportunities and challenges ahead for AI under new leadership.
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New Investment Alert:
- Desteia, a copilot for supply chain leaders that uses graph theory and AI to offer unmatched visibility, predictive insights, and control to optimize global logistics, raised $8M in a seed funding round led by Autotech Ventures.
- Rynse, an innovative fleet services solution that connects fleet management with payment systems for government and enterprise organizations, closed a $5M seed funding round led by Autotech Ventures.
Portfolio Companies in the News:
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Don’t miss Autotech Venture's interview series, "Between Two Lightbulbs," where our Operating Partner David Le sits down with our portfolio company founders to hear their founding stories, explore how their companies are solving mobility challenges, and discuss trends in the mobility VC ecosystem.
In our latest episode, David interviews Jags Kandasamy, co-founder of Latent AI, which helps developers build AI models that are easier and faster to deploy on edge devices. They discuss Jags' background and the market factors that drove the creation of LatentAI.
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Manifest
Feb. 10 – 12, Las Vegas
Burak Cendek, partner at Autotech Ventures, will moderate a panel titled, “Electrification – Not IF, But When” on Feb. 12. Autotech will also be hosting an Autotech Connect event with several of our portfolio companies, including BasicBlock, GenLogs, Fox Robotics, and newtrul. If you’re attending Manifest and would like to connect with our team, reach out to Todd Fowler.
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