Strong coverage of the Waabi pivot. The 25k robotaxi benchmark feels almost impossibly ambitious given how capital intensive fleet operations are, especially without owning assets. I've seen similar tech provider models struggle when they underestimate operational complexity. The Waymo incident timing with the $16B round is brutal optics butthe investigation focus on school zone protocols makes sense given how diferent that context is from normal driving.
Completely agree. It really remains to be seen how Waabi handles the robotaxi endeavor. They already have ops experience from trucking, but dealing with everyday customers is a whole other beast altogether…
Strong coverage of the Waabi pivot. The 25k robotaxi benchmark feels almost impossibly ambitious given how capital intensive fleet operations are, especially without owning assets. I've seen similar tech provider models struggle when they underestimate operational complexity. The Waymo incident timing with the $16B round is brutal optics butthe investigation focus on school zone protocols makes sense given how diferent that context is from normal driving.
Completely agree. It really remains to be seen how Waabi handles the robotaxi endeavor. They already have ops experience from trucking, but dealing with everyday customers is a whole other beast altogether…