The AV Fleet Brief

Weekly intelligence on AV fleet expansion, technician jobs, and the skills shaping the future of automotive careers

Wall Street lent the robotaxi business $5 billion. DC labor marched against it the same week

Oct 13, 2026

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5 min read

Wall Street lent the robotaxi business $5 billion. DC labor marched against it the same week

Waymo borrowed $5 billion and pointed it at Europe and Japan. DC unions want the robotaxi bill dead. And a new NHTSA review lands eight days before Tesla’s earnings

J.D. Alexander

The company that runs Waymo's depots just took a job from Uber

Oct 6, 2026

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6 min read

The company that runs Waymo's depots just took a job from Uber

An 80,000-square-foot depot opens Monday staffed partly by former Lyft drivers, three cities find the hole in their AV laws, and Tesla registers 169 Cybercabs

J.D. Alexander

San Diego wants its streets back. Las Vegas just took the limits off

Sep 29, 2026

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6 min read

San Diego wants its streets back. Las Vegas just took the limits off

Plus - VW's US debut went straight to a fleet operator, and the airport race now has two entrants

J.D. Alexander

Zoox took the Vegas airport. DC's robotaxi report missed its own deadline today

Sep 22, 2026

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5 min read

Zoox took the Vegas airport. DC's robotaxi report missed its own deadline today

Plus - the scoreboard: Tesla's launch window, Waymo's unclosed loan, and the Tampa warehouse Waymo bought

J.D. Alexander

Waymo is borrowing $3B. Tesla wants capacity for $30B. The ramp is now underwritten

Sep 15, 2026

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7 min read

Waymo is borrowing $3B. Tesla wants capacity for $30B. The ramp is now underwritten

Waymo opened Las Vegas to the public and put Nashville on the Lyft app. Plus - Tesla's depot map in permits, and week two of the Cybercab audit

J.D. Alexander

Tesla certified the Cybercab itself. NHTSA opened an audit within a day

Sep 8, 2026

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5 min read

Tesla certified the Cybercab itself. NHTSA opened an audit within a day

Plus - Waymo's first debt deal puts a price on robotaxi risk, and the four-city wave launched with two operator seats still empty

J.D. Alexander