Oct 13, 2026
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5 min read
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
Oct 6, 2026
6 min read
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
Sep 29, 2026
Plus - VW's US debut went straight to a fleet operator, and the airport race now has two entrants
Sep 22, 2026
Plus - the scoreboard: Tesla's launch window, Waymo's unclosed loan, and the Tampa warehouse Waymo bought
Sep 15, 2026
7 min read
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
Sep 8, 2026
Plus - Waymo's first debt deal puts a price on robotaxi risk, and the four-city wave launched with two operator seats still empty
Sep 1, 2026
Plus - regulators are writing operations into permits, and Las Vegas hotels are moving taxis to the garage
Aug 25, 2026
Tesla's own engineer says it can't build them. Plus - the only independent safety data we have ends in 2024
Aug 19, 2026
Moove took Las Vegas. Plus - Waymo bought the curb at Allegiant Stadium, and Nashville can't regulate robotaxis at all
Aug 11, 2026
Plus - A 911 dispatcher on hold for 53 minutes, and three DC depots for a market that's still illegal
Aug 4, 2026
Plus - institutional capital named the depot an asset class, and rental cars get repriced
Jul 28, 2026
Three cities are specifying an entire infrastructure stack, and the buyer hasn't been named. Plus - NHTSA's deadline hits Friday
Jul 21, 2026
The full thesis - plus Tesla's buildout in the permit record, and the 70 people behind 4,000 Waymos
Jul 14, 2026
One Wednesday moved the whole stack. Plus - the recovery radius, a metric worth naming
May 19, 2026
3 min read
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.
Apr 7, 2026
Plus: the 4-city expansion nobody's talking about, and what it means for technician jobs.
