AV Fleet Depot Operations — Waymo's Hidden Scaling Bottleneck vs Tesla's Asset-Light Model
Waymo depots charge, calibrate, and clean every vehicle daily — a capital-intensive ceiling Tesla's consumer model sidesteps by distributing costs to owners.
Waymo depots charge, calibrate, and clean every vehicle daily — a capital-intensive ceiling Tesla's consumer model sidesteps by distributing costs to owners.
Dispatch algorithms, charging logistics, maintenance cycles, and vehicle recovery — converting AV hardware into a profitable fleet service.
Waymo uses human remote operators for driverless edge cases. Tesla OTA-pushes FSD updates to one million-plus vehicles overnight at near-zero marginal cost.
Waymo's shift from the Jaguar I-PACE Gen 5 to a purpose-built Gen 6 vehicle made with Zeekr is the most important cost-reduction move in commercial AV history.