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Waymo's Game-Changing Strategy: Buying Autonomous Cars & What It Means for Dealerships

Google's Waymo is making a bold move, selling autonomous-ready vehicles directly to consumers. We break down what this means for the future of car ownership, ride-sharing, and how dealerships must adapt to stay in the game.

Video by Daily Dealer Live, a consumer advocacy channel focused on car buying and ownership.
5 key moments5 takeaways
Key MomentsCarvia logoCarvia Insight

Waymo's Bold Pivot to Direct Sales

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Carvia logoCarvia InsightWaymo, previously focused on ride-sharing, is now selling autonomous-ready vehicles directly to the public. This signals a major shift in how consumers might acquire and use self-driving technology, moving beyond just a service.

The Zeeker Partnership & Dual-Use Value

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Carvia logoCarvia InsightWaymo is partnering with Geely to sell their electric Zeeker brand vehicles, equipped with Waymo's tech. These cars offer a unique proposition: personal ownership combined with the option to join Waymo's ride-share network, potentially offsetting ownership costs.

Dealerships: New Hubs for Autonomous Tech

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Carvia logoCarvia InsightThis strategy transforms dealerships from mere car sellers into central hubs for the autonomous vehicle ecosystem. They'll handle sales, specialized servicing, and deployment, requiring significant adaptation and new business models.

Challenges & Investments for Dealers

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Carvia logoCarvia InsightDealerships face substantial upfront investments in training, equipment, and facilities for AVs. They'll also navigate evolving regulations and a complex competitive landscape, balancing partnership with Waymo's direct fleet management.

The Inevitable Future: Adapt or Be Left Behind

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Carvia logoCarvia InsightWhile a gradual shift, the move towards personal autonomous vehicle ownership and network participation is inevitable. Dealerships must proactively educate themselves, evolve their business models, and forge partnerships to thrive in this new era of transportation.

Carvia TakeawaysCarvia logoCarvia Insight

Autonomous vehicle ownership is coming sooner than you think, but expect a gradual, regional rollout.

Future car purchases might involve a 'subscription to autonomy' model, not just traditional vehicle ownership.

Dealerships will transform; prioritize those investing in AV tech, specialized training, and comprehensive services.

Consider the long-term value: an AV could potentially earn you money by joining a ride-share network when not in personal use.

Stay informed on local regulations; autonomous vehicle availability and functionality will vary significantly by state and city.

Model-Year WatchoutsCarvia logoCarvia Insight

Waymo-Enabled Vehicles (e.g., Zeeker) (Future (2025+))

Watchouts

  • Regulatory Hurdles: Autonomous driving laws vary wildly by state and city. Ensure the vehicle's capabilities are legal where you plan to drive/operate it.
  • Network Availability: If you plan to use it for ride-sharing, verify Waymo's network coverage and demand in your specific area.
  • Dealership Readiness: Not all dealerships will be equipped to sell or service these specialized vehicles. Research authorized service centers.
  • Technology Obsolescence: Autonomous tech evolves rapidly. Understand upgrade paths and potential for future software/hardware updates.

History to Verify

  • Software Update History: Ensure all autonomous driving software is up-to-date and properly maintained.
  • Network Participation Records: If buying used, verify its history within the Waymo network (if applicable) and any associated wear and tear.
  • Accident Reports (AV-specific): Look for any incidents related to autonomous driving systems, not just human-driven accidents.

Pre-Purchase Checks

  • Autonomous System Test Drive: Insist on a thorough test drive in autonomous mode in various conditions and environments.
  • Dealership AV Certification: Confirm the dealership's sales and service technicians are certified for Waymo's autonomous systems.
  • Subscription/Network Terms: Fully understand the terms for opting into the Waymo ride-share network and any associated costs or revenue sharing.

How to Verify in a Carvia Report

  • Title brands and ownership history
  • Odometer readings over time
  • Accident chronology and damage reports
  • Service intervals and maintenance records
Topics & Tags
Autonomous VehiclesWaymoRide-sharingEVsAutomotive IndustryDealershipsFuture of TransportationWaymoGeelyZeekerGoogleAlphabetHarry CampbellDaily Dealer Live

This article is based on commentary from Daily Dealer Live, featuring insights from special guest Harry Campbell, The Ride Share Guy.