Hyundai plans to supply 50,000 vehicles to Waymo by 2028, Baidu and Uber to bring robotaxis to Dubai, and Waymo to surpass 1 million paid trips by 2026
Hilarious but deeply practical, Harry. The Waymo-DoorDash partnership to close doors proves that the biggest challenge for AI isn't the driving—it's the human behavior. It’s also fascinating to see Reilly Brennan's concept of 'pauking' mentioned. As we scale to 50k vehicles with the Hyundai deal, cities will stop seeing robotaxis as 'moving cars' and start seeing them as 'temporary obstacles' that need managed space. The curb is about to become the most expensive real estate on earth.
On the Hyundai deal: I think you nailed it with "operational readiness." Going from 3K to 50K vehicles isn't just a procurement challenge. It's depots, charging, maintenance, and a massive scale-up of the remote operations workforce. These aren't independent problems; they're deeply interconnected, and solving them in parallel is a different game entirely.
The Chinese Passenger Car Association has regular ADAS reports of various sorts. Ditto a couple other sites. If you have a link Google Translate works pretty well but company names often are garbled. I follow sales in detail, there’s a lot on the AV regulatory front and on L3 and software licensing by Huawei and others, L2+++ is now 30% of new cars and numbers of firms are licensing rather than doing everything in house. I’m not convinced of the AV business case, taxis are really low fares so where is the delta?!
I’ve been reading Chinese-language gasgoo for about 6 years, they of course make money as a car shopping site but also do a lot of analysis and general industry coverage, plus sell data and research reports. They are one of the half-dozen sites I look at daily.
Thanks for the post. I wasn't aware of Doordash Drivers. Some days ago, I wondered about the profitability of car sharing. Now, it's not profitable anywhere in the world, and it's mainly for the extra cost of that kind of human operators. Could a full city of Waymo operators be completely profitable? https://jeibros.substack.com/p/car-sharing-is-not-profitable-thats
Hilarious but deeply practical, Harry. The Waymo-DoorDash partnership to close doors proves that the biggest challenge for AI isn't the driving—it's the human behavior. It’s also fascinating to see Reilly Brennan's concept of 'pauking' mentioned. As we scale to 50k vehicles with the Hyundai deal, cities will stop seeing robotaxis as 'moving cars' and start seeing them as 'temporary obstacles' that need managed space. The curb is about to become the most expensive real estate on earth.
Thanks for the shoutout to my article, Harry!
On the Hyundai deal: I think you nailed it with "operational readiness." Going from 3K to 50K vehicles isn't just a procurement challenge. It's depots, charging, maintenance, and a massive scale-up of the remote operations workforce. These aren't independent problems; they're deeply interconnected, and solving them in parallel is a different game entirely.
The Chinese Passenger Car Association has regular ADAS reports of various sorts. Ditto a couple other sites. If you have a link Google Translate works pretty well but company names often are garbled. I follow sales in detail, there’s a lot on the AV regulatory front and on L3 and software licensing by Huawei and others, L2+++ is now 30% of new cars and numbers of firms are licensing rather than doing everything in house. I’m not convinced of the AV business case, taxis are really low fares so where is the delta?!
I’ve been reading Chinese-language gasgoo for about 6 years, they of course make money as a car shopping site but also do a lot of analysis and general industry coverage, plus sell data and research reports. They are one of the half-dozen sites I look at daily.
Good to know!
Thanks for the post. I wasn't aware of Doordash Drivers. Some days ago, I wondered about the profitability of car sharing. Now, it's not profitable anywhere in the world, and it's mainly for the extra cost of that kind of human operators. Could a full city of Waymo operators be completely profitable? https://jeibros.substack.com/p/car-sharing-is-not-profitable-thats