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Gonna miss those nice Jaguars

Jaguar discontinued the I-Pace model https://www.topgear.com/car-news/business/jaguar-has-stopped...

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

What is it?

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.

They didn’t mention cancelling their relationship with Jaguar. I think this is just to get more scale and another car supplier?

Jaguar Land Rover is deprecating the I-Pace (and almost every other model) in order to concentrate on the F-Pace EV SUV along with newer greenfield EV models.

JLR is also owned by India's Tata Group, and most of the upcoming EV models share components with Tata Motor's EVs (eg. Batteries, power electronics, etc).

It can be treated as part of JLR's long term pivot towards the India market, where SUVs and CUVs tend to have strong PMF unlike Sedans, and I-Pace, being manufactured in Austria, is difficult to operate in for an Indian company because of the lack of EU-India FTA.

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