How Waymo plans to grow its fleet and stay ahead of Tesla

Waymo has announced a manufacturing partnership with Toyota to test and validate an autonomous Toyota bZ4X fleet in Japan starting in 2027, with plans to expand to the UK and other markets. The author argues that vehicle supply is the biggest obstacle to Waymo’s growth and profitability, as the company works to scale its fleet while competing with Tesla's vertically integrated robotaxi rollout. Open article →