Aug 25, 2026
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5 min read
Tesla's own engineer says it can't build them. Plus - the only independent safety data we have ends in 2024
Aug 19, 2026
6 min read
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.
