AV Fleet Energy Consumption — Tesla Charging Moat vs. Waymo Depot Dependency
Commercial AV fleets consume 7–8x more electricity per day than personal EVs. Tesla's energy stack gives it a grid advantage Waymo cannot replicate.
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Physical AI Energy 2026 — Waymo LIDAR Power Draw vs Tesla Camera Efficiency: The AV Fleet Charging and Grid Impact Benchmark
Waymo's LIDAR draws est. 100-150W vs Tesla cameras at under 8W. AV EV trucking could cut freight CO2 by est. 75% when diesel gives way to electric.