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by jitl 625 days ago
Jaguar discontinued the I-Pace model https://www.topgear.com/car-news/business/jaguar-has-stopped...
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Jaguar has built thousands of new I-Pace vehicles for Waymo. It’s probably Waymo buying the full remaining capacity before I-Pace production is shut down.

https://x.com/mike_is_typing/status/1827431086990962983

It was 6 years ago Waymo announced it would acquire 20,000 I-pace vehicles. It's probably some amount less than 20k they'll actually be acquiring.

https://www.theverge.com/2018/3/27/17165992/waymo-jaguar-i-p...

My guess is they shelved plans for procuring all 20,000 I-Pace vehicles, but then saw 10x ride growth in a year and with tariffs looming over Zeekr vehicles, they bought out I-Pace production capacity to meet short-term demand.
It might be a little more accurate to say that the contract manufacturer which made the I-Pace also made a lot of them for Waymo.
True. Magna, the contract manufacturer, is also a Waymo investor interestingly.
What is it?