Moove to Own and Operate Robotaxis

This pushes Moove up the stack from lender to operating backbone for autonomous mobility. Instead of earning a spread on thousands of small driver payments, Moove takes responsibility for the cars, depots, charging, maintenance, and day to day fleet readiness that let Waymo add cities faster. That creates a more infrastructure like revenue stream, tied to keeping expensive robotaxis utilized and on the road, not to underwriting individual drivers.

• The work is operationally concrete. Waymo said Moove will manage fleet operations, facilities, and charging infrastructure in Phoenix, then support the Miami launch. Waymo keeps control of the autonomous driving system and rider app, while Moove runs the physical fleet layer underneath.
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• Moove already had the raw ingredients for this shift. It built its core business by buying vehicles in bulk, financing them, handling insurance and servicing, tracking them with telematics, and redeploying repossessed cars. The Kovi acquisition added another 36,000 vehicles and deeper fleet operations muscle in Latin America.
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• This model is becoming a standard way to scale robotaxis. Waymo later picked Avis for Dallas on a similar structure, where the fleet partner handles vehicle readiness, maintenance, depot operations, and infrastructure. That suggests fleet ops is emerging as its own outsourced layer in autonomous transport.
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The next phase is a market where autonomous driving companies supply the driving brain, while partners like Moove supply the steel, sockets, depots, and field operations. If that structure holds, Moove can expand from gig vehicle finance into a broader fleet infrastructure company that earns more from every autonomous vehicle deployed.