[ra7]

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

[Fricken]

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...

[ra7]

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.

[jeffbee]

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.

[ra7]

True. Magna, the contract manufacturer, is also a Waymo investor interestingly.

[refulgentis]

What is it?