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50,000 EVs Later: How Amazon Is Remaking Delivery


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In 2019, Amazon made one of the biggest EV bets in business: 100,000 electric vehicles by 2030. Today, it is halfway there.

Amazon now has more than 50,000 EVs on the road globally, including 40,000 Rivian delivery vans. But getting to that number has required much more than replacing gas vans with electric ones. It has forced Amazon to rebuild delivery around the realities of electricity: where vehicles charge, how far they can go, how weather, hills, elevation, route density, and time of day affect range, and which vehicle actually fits each market.

That is why Amazon’s electric fleet now includes more than vans. It includes heavy-duty trucks moving containers out of ports, e-bikes delivering Whole Foods groceries in New York City, scooters in India, and other formats chosen for the way deliveries actually happen.
In this episode, Josh talks with Emily Barber and Tom Chempananical about the operating discipline behind Amazon’s push to remake delivery at global scale.

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