It also makes perfect sense now its highlighted, you can't waive down an AV like you can a traditional taxi/minicab so appropriate designated pickup points are the way forward.
I wouldn't get too excited about the i-Pace order just yet, they have committed to buy "up to" 20,000. 'Up to' is a really important phrase and that actually could mean any number between 1 and 20,000. The reality of it is that they will build a few, test them see how they perform and then order a few more, I would expect to see a couple of hundred to test with from this year. They are not due to go into service until 2020 and I wouldn't expect them to have 20,000 of them by that point, more like a few thousand to launch and then volume deliveries starting from there.
The reality of it is Waymo will have multiple brake clauses at various volumes depending on how it performs and feedback from customers, that's why its only 'up to 20,000'. Something else more compelling might come along in the mean time and be a better platform than the i-Pace. It also relies on regulatory permissions for a wider roll out and as we know that can take years.
You are technically correct about the phrase "up to 20,000" of course could mean as few as 1 or as many as 20,000. But you seem to be a bit too conservative in your assumption about how solid the partnership between JLR and Waymo really is. Waymo has had extensive experience working with bespoke contract manufacturers and parts suppliers in the nearly 10 years since they announced to the public their goal of creating autonomously driven vehicles. IMO,it would not have chosen to partner with JLR unless it was extremely confident that Magna Steyr of Graz, Austria, was top notch in manufacturing their AV. JLR design is well known and the assembly plant of Magna Steyr in Austria, owned by Canada's Magna International, where the self driving i-Pace is being manufactured, is highly regarded. A quick check of Wikipedia shows Magna Steyr has the capacity to manufacture 200,000 cars per year.
Magna Steyr developed
Mercedes-Benz's "
4Matic"
four-wheel drive (4wd) system, and assembles all
E-Class 4Matic models. The company also undertook substantial development on the
BMW X3 and manufactured all original X3s, and the
Aston Martin Rapide. The company developed several cars on behalf of manufacturers such as the
Audi TT,
Fiat Bravo and
Peugeot RCZ.
In March 2017 Magna Steyr started to produce the new
BMW 5 Series sedan; production is shared with
BMW Group's manufacturing plant in
Dingolfing,
Germany.
In early December 2016 Magna International announced it will build the new
Jaguar I-Pace, the company’s first battery electric vehicle. Jaguar later said Magna Steyr will also assemble its E-Pace crossover, starting later in 2017. Magna Steyr confirmed the deal following Jaguar's announcement. Production for the I-Pace started in early 2018.
So I expect that over the next two years we will see most of the 20,000 i Pace AVs that Waymo seeks to build out its AV taxi fleet.