The AV Fleet Brief

Uber just quantified what an AV depot actually costs

Four megawatts, forty fast chargers, fifteen maintenance bays. Plus Tesla's Texas registrations jumped 64% in a month, and Waymo pulled back from highway service across four markets

Waymo just chose a publicly traded fleet manager over the AV-native operators

A fourth operator category just emerged. Plus: Spain's first commercial robotaxi pilot, and Tesla's fleet keeps shrinking even as the geofence expands

Waymo just entered the grid services business

Plus: Uber's $100M charging picture clarifies. Tesla's fleet data doesn't match its narrative. And the operator series adds a sixth profile

The Ojai is here. What it means for the depot layer

What five operator profiles taught us about AV fleet operations

The operator series taught us patterns nobody else is naming. Plus four signals — including Tesla's transparency gap, Texas SB 2807 going live this week, and a new analytical tool launched.

Why grid capacity is the constraint nobody is pricing into AV economics

A 5-15 MW depot needs 18-36 months of utility interconnection. The Tesla rollback last month was the first public signal that the calendar is starting to bite.