AV Weather & Climate Constraints — The Physical Ceiling on Driverless Expansion
How rain, fog, snow, and heat shape the geographic ceiling for Tesla FSD and Waymo — and which US cities can go driverless first.
Tags · #expansion
Waymo City-by-City Expansion Analysis — Markets, Metrics, and the Next-City Pipeline
Market-by-market breakdown of every active Waymo city, the six criteria that gate each new launch, and three expansion scenarios through 2028.
Waymo's City Expansion Playbook — Geographic Scale Is the Hardest Part
Waymo operates in four US cities, each taking 3-6 years to launch. Why geography — not technology — is the binding constraint on the Physical AI ramp.