Wayve-Uber deal is a minimum of 25,000 robotaxis, not the 'up to 25,000' figure reported publicly.

“Our partnership is not up to 25,000. It is over 25,000, or in other words, a minimum of 25,000.”

Alex Kendall correcting public framing of the Wayve-Uber deal size.

“Our partnership is not up to 25,000. It is over 25,000, or in other words, a minimum of 25,000.”

Wayve, an autonomous driving software company, has locked in partnerships with Nissan (2.7M vehicles/year), Volvo (hundreds of trucks by 2027), and Uber (25,000-plus robotaxis), making it a credible challenger to Waymo and Cruise in the AV platform race.

“Nissan announced that they are going to bring this technology, bring our approach to 90% of their vehicles. You know, they build about 3 million cars a year. So, this is That's 2.7 million.”

Nissan committed to deploying Wayve autonomous driving tech across 90% of its vehicles, roughly 2.7 million cars per year, approximately double Tesla's annual production.

“Nissan announced that they are going to bring this technology, bring our approach to 90% of their vehicles. You know, they build about 3 million cars a year. So, this is That's 2.7 million.”

Wayve plans supervised robotaxi trials in London, Tokyo, and 10 other cities on Uber, starting in 2025.

“Be deployed this year in supervised robo-taxi trials starting in London, Tokyo, and 10 other cities on Uber.”

Alex Kendall on the market shift toward autonomous driving partnerships.

“The market has shifted from not even like giving me a meeting to now loving it.”

Volvo plans to have hundreds of Wayve-equipped autonomous trucks deployed by 2027.

“2027 they have also said publicly so that you know that will be hundreds of trucks.”

Wayve's foundation model can transfer to new robotics domains (sidewalk delivery, trucking) with only a small amount of domain-specific data, enabling breadth without retraining from scratch.

“What we find is with a small amount of data put into our foundation model, we can learn behaviors in these domains as well.”

Alex Kendall on why Wayve began with consumer vehicles.

“We started with the hardest application, consumer vehicles, because it would force us to build the most scalable technology.”

Wayve argues consumer vehicles, not robotaxis or controlled environments, are the hardest autonomous driving application and therefore the best forcing function for scalable technology.

“We started with the hardest application, consumer vehicles, because it would force us to build the most scalable technology.”