Waymo's 2028 Toronto date is an ODD-evidence schedule, not a capability claim

Waymo’s Toronto 2028 date is an evidence schedule. Its 95% serious-injury figure is scope-bound; each snowbelt ODD slice must re-earn it.

October 19, 2026 · Liam Ding(丁洪)

Waymo's first term loan reprices the AV roadmap around cost per delivered mile

Debt makes cost per delivered mile, utilisation and ops labour first-class; city counts and disengagement rates become second-order.

October 12, 2026 · Liam Ding(丁洪)