Chinese EV makers are quietly entering the US through the back door — not selling cars directly, but supplying platforms for autonomous fleets. Zeekr has shipped 3,200+ CM1e platforms to Waymo since 2024.
This is a clever play. China brings cost-effective, customizable hardware. Waymo brings the software, data, and operational know-how. Classic vertical unbundling.
The irony: US policy blocks Chinese EVs at the consumer level, but welcomes them as fleet infrastructure. If Waymo scales, Chinese...