The AV Fleet Brief

The AV Fleet Brief

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

Nevada just approved 7,000 robotaxis for one county

Aug 25, 2026

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5 min read

Nevada just approved 7,000 robotaxis for one county

Tesla's own engineer says it can't build them. Plus - the only independent safety data we have ends in 2024

J.D. Alexander
J.D. Alexander
The company that runs Waymo's depots is now worth $2.1 billion

Aug 19, 2026

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6 min read

The company that runs Waymo's depots is now worth $2.1 billion

Moove took Las Vegas. Plus - Waymo bought the curb at Allegiant Stadium, and Nashville can't regulate robotaxis at all

J.D. Alexander
J.D. Alexander
Zoox started charging yesterday. Now every wasted minute comes out of its own margin

Aug 11, 2026

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5 min read

Zoox started charging yesterday. Now every wasted minute comes out of its own margin

Plus - A 911 dispatcher on hold for 53 minutes, and three DC depots for a market that's still illegal

J.D. Alexander
J.D. Alexander
Zoox got approved. Its factory can build four times what the law allows

Aug 4, 2026

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6 min read

Zoox got approved. Its factory can build four times what the law allows

Plus - institutional capital named the depot an asset class, and rental cars get repriced

J.D. Alexander
J.D. Alexander
Tesla beat Waymo to Tampa's riders

Jul 28, 2026

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5 min read

Tesla beat Waymo to Tampa's riders

Three cities are specifying an entire infrastructure stack, and the buyer hasn't been named. Plus - NHTSA's deadline hits Friday

J.D. Alexander
J.D. Alexander
Waymo is building the Marriott of mobility

Jul 21, 2026

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5 min read

Waymo is building the Marriott of mobility

The full thesis - plus Tesla's buildout in the permit record, and the 70 people behind 4,000 Waymos

J.D. Alexander
J.D. Alexander
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