Waymo's Toyota deal tackles its biggest weakness: getting enough cars
binarybits · x · 2026-10-31
A partnership with Toyota will let Waymo build autonomous bZ4X fleets (from 2027 in Japan) with the entire manufacturing process under one roof — assembling the base car and integrating AV hardware together. That eliminates the costly upfitting step ($50k via Magna) that pushed earlier I-Pace-based vehicles toward an estimated $150k each. The analysis argues Waymo's real growth constraint is car supply, not tech or regulation, making the Toyota deal key against Tesla's Texas expansion.
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