Physical AI Fleet Dispatch — How Waymo Routes 1,100 Vehicles and Why It's an Invisible Moat
Waymo's dispatch OS routes 1,100 AVs in real time — the invisible software layer that multiplies ride volume and is nearly impossible to replicate.
Waymo's dispatch OS routes 1,100 AVs in real time — the invisible software layer that multiplies ride volume and is nearly impossible to replicate.
Waymo runs 1 remote operator per 10-25 vehicles today at $0.20-0.40/mile est.; improving to 1:100+ is the key ops lever for fleet economics at scale.