AV RIDESHARE FLEET SIZING: WHY THE OPTIMUM IS JUST SHY OF PEAK

Summary from the TLDR newsletter

The optimal fleet size for automatic vehicles is not peak demand, but it's also not average. The economic optimum is 98-99% demand coverage for most operators. Oversizing fleets destroys pricing power faster than it increases utilization. AV unit economics only work with aggressive off-peak price differentiation.