Field notes on autonomous infrastructure.
Working notes on robotaxi hubs, AV fleet operations, deployment, and the economics of autonomous mobility — from the team building the operational layer underneath it.

Robotaxi infrastructure 101: the four pillars
Energy, robotics, software, and real estate — the four pillars that make robotaxi infrastructure work, and the failure mode without each one.
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The economics of autonomous fleet operations
A working cost-per-mile model for autonomous fleets — where the savings versus human rideshare actually come from, and what determines whether an operator hits margin or burns cash.
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Launching robotaxis in a new city — a playbook
The six phases of taking an autonomous fleet from a closed pilot to revenue operations in a new market — and where most launches stall.
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The picks-and-shovels case for autonomous mobility
Every platform shift in the last three decades has been won by the infrastructure layer, not the application layer. Autonomous mobility will be no different — and that is where Autzu is built to win.
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The TAM under autonomous mobility infrastructure
A working market sizing for the autonomous mobility infrastructure layer — what it is worth today, what it is worth at maturity, and why most analyst reports miss the actual unit of demand.
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What an operational moat looks like in autonomous mobility
Software moats compress on a quarterly timeline. Operational moats compound on a decade timeline. Autzu's defensibility comes from five overlapping operational moats, not from code.
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From rideshare EVs to autonomous fleets: Autzu's growth path
A wedge product that monetises today. An adjacent market that monetises tomorrow. An endgame that compounds for a decade. The three-stage path from rideshare EV rental to default autonomous operating layer.
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Why AV chip manufacturers should partner with Autzu
A working partner thesis for NVIDIA, Mobileye, Ambarella, Qualcomm, and the rest of the AV silicon supply chain: Autzu hubs are where your compute meets the real world.
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Why autonomous OEMs should partner with Autzu
A practical case for AV operators — Waymo, Cruise, Aurora, Motional, Zoox, and the next generation of fleet operators — to outsource the operational layer rather than rebuild it from scratch in every market.
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The climate impact of Autzu's operations
A honest accounting of the climate effect of Autzu's rideshare and autonomous infrastructure — what we measure, what we displace, and where the leverage actually lives.
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