Fleet/heavy-duty, robotaxi, AV expansion and Uber-Rivian scaling [developing]
Key Questions
What is Waymo doing in new cities?
Waymo tests in Chicago, launches driverless in Nashville, plans London with 1M rides. Zoox tests in LA for 2027.
What is Uber's EV push?
Uber offers $4k grants for 286k EVs, invests $1.25B with Rivian for 50k R2 robotaxis by 2031.
What fleet incentives exist?
WA/CA HVIP funds heavy-duty; NYC law enforcement hits 1k plug-ins. Companies switch to e-trucks despite slow sales.
What Tesla FSD updates?
Tesla FSD14 gets NHTSA OK after probe closure; Fremont shifts to robots/robotaxis.
What challenges for AV bills?
IL AV bill stalled by unions over jobs/safety; Waymo expands amid concerns.
What industrial EV charging milestone?
Delta charged 1M industrial vehicles for electrified logistics.
What robotaxi battlegrounds?
Uber-Rivian scales; Waymo/Zoox expand. London tests autonomous Jaguar.
What clean vehicle deployments?
CA incentives surpass $1B for 11,600 clean trucks/buses.
Waymo Chicago testing/IL AV bill stalled unions; Uber $4k grants/286k EVs; Rivian 50k R2 '31; WA/CA HVIP; Zoox LA'27/Waymo Nashville/London 1M rides; Tesla FSD14 NHTSA ok/probe.