Tesla dependency
Hardware, software, and network enrollment can delay or reshape the entire plan.
Roadmap · Staged · Not a forecast
Expansion narrative from a Hamilton launch fleet toward Golden Horseshoe and broader regional thinking. Ownership, enterprise value, and liquidity events — if any — are conceptual only and depend on future financings, performance, and law.
Stand up a dense 10-vehicle Hamilton footprint: prove cleaning/charging loops and gather corridor-level utilization data.
Regional depot and electrical capacity are a separate infrastructure build-out — planned separately from the fleet. Power, interconnection, and workflows scale independently of this round.
If repeatable, extend service density toward Golden Horseshoe / GTA adjacency and additional Ontario clusters. Not assumed; Tesla access, regulation, and separate infrastructure timing must each clear.
Hamilton sits inside one of Canada's densest economic corridors. The thesis is to earn the right to expand by mastering a single city first — not by drawing a map of Canada on day one.
01 Fleet
Phase 1 · Hamilton
02 Depot / power
Separate build-out
03 Density
GH / GTA · Ontario clusters
Hardware, software, and network enrollment can delay or reshape the entire plan.
Ontario / Canada AV rules may trail commercial ambitions; unsupervised operation may arrive later than hoped.
Vehicles, depot power, insurance, and working capital can outrun early cash generation.
Weather, vandalism, charging queues, and municipal coordination scale nonlinearly with fleet size.