You ignored the rest of my response which is again driving the point: What does Hyundai really get out of this?
Circling back to my point, this does not really explain why they are partnering with Waymo. Waymo is a rounding error in sales for Hyundai.
If Waymo was solely focused on cost, then they should have stuck with the pacifica which is cheaper or gotten something even cheaper like a Toyota. It makes no sense to go with Hyundai which is not even the cheapest for the features that it offers(compared to id 4, Niro EV, Hell even Kona EV). It is a smaller car compared to the Pacifica and the i-Pace and is far less equipped in terms of comfort and space.
We dont even know if they specifically wanted to go with an EV. Thats just something you just asserted without evidence.
It sure seems like their self-imposed constraint is EVs. Their goal beyond that is cost reduction. It seems like the actual key right now might be volume:
“The team at our new manufacturing facility is ready to allocate a significant number of vehicles for the Waymo One fleet as it continues to expand. Importantly, this is the first step in the partnership between the two companies and we are actively exploring additional opportunities for collaboration.”
but to your point, Hyundai may see this as an opportunity for “future collaboration” to get autonomous driving tech into their vehicles. But selling a “significant number of vehicles” is also very much in Hyundai’s interest.
If Hyundai was making the Niro or Kona EV in the US, then they may have been an option, but they’re not. They are not eligible for the tax credit. Toyota won’t make EVs here until 2025 or 2026.
The ID.4 would meet that criteria, though, and I wonder if Waymo considered going with Volkswagen.
Uh that article is clearly a PR puff piece timed to coincide with the retirement of the Pacifica fleet which is nearing 5-6 years of service at that point.
Again given their strange choices in the past and their backpedaling on previous initiatives (having Chrysler produce special Pacificas and then going back to retrofitting them by hand themselves, going from commiting to purchasing 65k pacificas to NOT purchasing 65K Pacificas, getting Magna to go a custom design of the iPace for them to not having them do a custom design) I dont see this as a deal that Hyundai got into without major concessions.
>The ID.4 would meet that criteria, though, and I wonder if Waymo considered going with Volkswagen.
If my theory is correct I suspect they are not getting a warm reception from many manufacturers and they have to pick whatever they can get. I'd imagine their ideal company is Toyota. They have experience with those cars from the early days, they make cars that can help minimize downtime due to their reliability and costs can be reduced. There is a reason so many taxis are prisues. Why not apply that common sense cost savings to Waymo's fleet?
Waymo optimizing for cost: https://waymo.com/blog/2024/08/meet-the-6th-generation-waymo...