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Waymo

Subsidiary (Alphabet)Founded 2009🇺🇸Mountain View, California
CEO

Dmitri Dolgov (Co-CEO) & Tekedra Mawakana (Co-CEO)

Subsidiary of

Alphabet Inc.

Data verified as of Aug 16, 2026

Summary

Waymo is Alphabet's autonomous-driving company and operator of the world's first autonomous ride-hailing service. It serves paid riders in 11 U.S. metro areas through Waymo One, has surpassed 20 million lifetime rides, and has held roughly 500,000 paid robotaxi rides per week through late July 2026, with a goal of clearing 1 million per week by year-end. Since July 8, 2026 Waymo has also begun employee-only driverless operations in four more metros (Las Vegas, San Diego, Tampa, Denver) ahead of public launch, and started public rides on the Ojai - a ground-up purpose-built robotaxi co-developed with Zeekr - in San Francisco, Los Angeles, and Phoenix. International launches are queued in Tokyo and London after a $16B February 2026 funding round at a $126B post-money valuation. Growth has come alongside mounting regulatory and safety scrutiny: a string of federal probes, two vehicle recalls, a July 4 San Francisco gridlock incident, new federal legislation targeting AV interference with first responders, and an August 7 Dallas crash in which a pedestrian struck by another vehicle was thrown into the path of an unoccupied Waymo and later died - an incident Waymo says its vehicle detected and slowed for, with early reporting pointing to the other driver as the primary cause.

Company OverviewRead the long-form profile of Waymo

Main Products

Waymo One (Jaguar I-PACE Fleet)

Waymo's main commercial robotaxi platform today. The company shifted Waymo One to an all-electric Jaguar I-PACE fleet in 2023, and these vehicles underpin daily rider service across its U.S. markets.

Primary commercial fleet in Waymo One service today while 6th-generation deployments ramp on newer vehicle platforms.

Service Footprint11 U.S. metro areas
Availability24/7
Vehicle PlatformAll-electric Jaguar I-PACE
6th-Gen Waymo Driver (Ojai / Hyundai IONIQ 5)

Waymo's next-generation autonomous stack is designed for lower cost, broader weather coverage, and deployment across multiple vehicle platforms. It is rolling out first on the Ojai robotaxi and will also be integrated into the Hyundai IONIQ 5.

Public Ojai rides launched in late May 2026 across San Francisco, Los Angeles, and Phoenix with about 100 vehicles, joining a ~4,000-car commercial fleet; expansion to Denver, Las Vegas, and San Diego is queued. On July 29, 2026 Waymo added a Gemini-powered in-car assistant and a redesigned interface to Ojai, with early access live and a broader rollout planned.

Autonomous Mileage Base~200M fully autonomous miles
Camera Imager17 megapixels
Factory CapacityTens of thousands of units/year

What's Next

Cross 1 million paid rides per week

Co-CEO Tekedra Mawakana has guided to more than 1 million paid robotaxi rides per week in the U.S. by the end of 2026, roughly doubling the ~500,000 weekly run-rate that has now held flat across four public disclosures since late March 2026 - even as Waymo's footprint grew from 10 to 15 metro areas and its fleet from roughly 700 to roughly 4,000 vehicles. That flat trip count implies per-vehicle utilization fell about 25% (~125 trips/vehicle/week versus ~167 in May 2025), so hitting 1M/week by year-end now looks like it needs either a large jump in ridership per vehicle or a fleet in the 6,000-7,700 range - well above Waymo's current disclosed size - underscoring that the Ojai ramp and new-metro conversions (see below) are the swing factors.

End of 2026

Scale the Ojai fleet across additional metros

Grow the Ojai deployment that had been running at roughly 100 vehicles in San Francisco, Los Angeles, and Phoenix toward Waymo's stated goal of thousands of Ojai robotaxis on the road by the end of 2026 (scaling to tens of thousands per year), and add Denver, Las Vegas, and San Diego on the 6th-generation Driver. An August 12, 2026 aerial count of Waymo's Mesa, Arizona integration facility found the supply pipeline has caught up sharply: roughly 953 Ojai units staged on site, 684 of them already finished and ready to deploy, up from roughly 500 in early June - though it is not yet publicly known how many of those finished units have actually entered paid service beyond the original ~100. Waymo continues importing Zeekr-built bodies from China (3,200+ to date) despite a 102.5% U.S. tariff to keep that pipeline fed.

2026–2027

Turn queued U.S. metros into live service

On July 8, 2026 Waymo began fully driverless operations in four new metros - Las Vegas, San Diego, Tampa, and Denver - starting rider-only with Alphabet employees before opening to the public. As of mid-August 2026 all four remain employee-only with public access still described as coming later this year and no firm date set. Nashville opened to the public on June 25, 2026 (Lyft-app access to follow later in 2026), and on August 4, 2026 Dallas dropped its interest-list waitlist for full public access after roughly 150,000 people had signed up since its February 2026 commercial launch, though freeway and Dallas Love Field airport routes remain in testing with no public date set. Beyond those, Detroit is Waymo's confirmed next Midwest market for 2026, with 6th-generation Driver testing underway (including cold-weather validation in Michigan's Upper Peninsula) ahead of winter service; Washington, D.C. remains blocked on a change to local law banning fully driverless operation without a safety driver, with a city council bill (the Autonomous Vehicle Deployment Authorization Amendment Act of 2026) introduced to lift that restriction but not yet passed as of mid-August 2026; and Seattle remains in supervised testing and mapping with no launch date set. On August 14, 2026 the California Public Utilities Commission separately approved Waymo to expand across 18 counties spanning the Bay Area and Southern California down to the Mexican border, plus first-time entries into Sacramento and San Diego; Waymo said the rollout will be gradual, prioritizing rider-only service in San Diego and continued validation in Sacramento over an immediate launch across the full approved footprint. On August 13, 2026 Waymo and the Las Vegas Raiders announced a multi-year deal making Waymo the team's official autonomous ride-hailing partner for Allegiant Stadium, its first announced service tie-in for the Las Vegas market, with a dedicated pickup/drop-off area for games and concerts though still no public launch date. The next step is converting the four employee-only metros, the newly CPUC-cleared California counties, and the remaining Up Next cities into full public commercial service.

2026–2027

Start international service

Translate current Tokyo and London market preparation into Waymo's first commercial launches outside the United States; London is targeted for Q4 2026 with a ~100-vehicle all-electric Jaguar I-PACE fleet tested across a ~100-square-mile area and operated with Moove, while Tokyo is advancing with Nihon Kotsu and GO after supervised driving operations, with no commercial launch date set for either city as of mid-August 2026. Waymo also took an early step toward continental Europe by registering a German subsidiary, Waymo Germany GmbH - incorporated May 13, 2026 and entered in Munich's commercial register on June 15 - chartered to offer autonomous ride-hailing and support third-party operators, though no German launch city or date has been set. Waymo also awarded WPP its international media planning and buying assignment for North America and EMEA in mid-August 2026, a step toward marketing the London and future European launches, though this is an agency assignment and not itself a launch milestone.

2026–2027

Respond to intensifying federal and state AV safety scrutiny

NHTSA's end-of-July 2026 deadline for AV developers to explain how they will stop interfering with first responders passed without a formal investigation being opened, but Rep. Kevin Mullin's newly introduced AV Emergency Response Coordination Act now needs to move through Congress, and San Francisco's mayor is separately pressing California regulators for stricter statewide AV rules after the July 4 fireworks-night gridlock. Waymo gained a counterweight to the incident-driven narrative on July 23, 2026 when the IIHS published a study finding its vehicles were involved in 68% fewer police-reportable crashes per mile than human drivers across four cities. That counterweight was complicated by an investigative report published August 10, 2026 finding Waymo has issued three federal recalls since December 2025, versus three across the prior 22 months, even as the company says its edge-case rate is falling with scale; the report cited a federal regulator's July letter stating 'Emergency scenes are not rare or extreme edge cases.' The safety debate sharpened further after the night of August 7, 2026, when a pedestrian struck by an SUV on a Dallas street was thrown into the path of an unoccupied Waymo and later died; Waymo said its vehicle detected the pedestrian and had slowed to about 5 mph before contact, and early police and analyst assessments point to the SUV as the primary cause, but it is Waymo's first fatality involving contact with a person and adds a new data point to the scrutiny even without a fault finding against Waymo. Watch whether NHTSA opens a formal probe into either the first-responder pattern or the Dallas fatality, whether the Mullin bill advances, whether California tightens operating requirements, and whether the recall and incident trend or the IIHS findings end up shaping the regulatory conversation - any of which could affect the pace of Waymo's city and freeway expansion.

H2 2026

Recent News

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Operations & Revenue

StatusOperational

Commercial autonomous ride-hailing across 11 U.S. metro areas (Dallas dropped its interest-list waitlist for full public access on August 4, 2026) plus employee-only driverless operations continuing in four more (Las Vegas, San Diego, Tampa, Denver since July 8, 2026), with more than 20 million lifetime rides and roughly 500,000 paid rides per week - a figure that has now held flat across four public disclosures since late March 2026 even as the footprint grew from 10 to 15 metro areas and the fleet from roughly 700 to roughly 4,000 vehicles, implying declining per-vehicle utilization. Service runs on a ~3,500-4,000-vehicle Jaguar I-PACE fleet plus roughly 100 Ojai (Zeekr-built) robotaxis on the 6th-generation Waymo Driver in SF, LA, and Phoenix in paid service as of late July 2026, though an August 12, 2026 aerial count found 953 additional Ojai units staged at Waymo's Arizona integration facility (684 finished and ready to deploy), pointing to a near-term fleet step-up. Tokyo and London markets are in preparation for first international launches. Regulatory and safety scrutiny intensified through the summer of 2026: a July 4 San Francisco fireworks-night gridlock stranded and disabled Waymo vehicles, prompting the SF mayor to press California for tougher AV rules; NHTSA's end-of-July deadline for AV developers to fix first-responder interference passed as Rep. Kevin Mullin introduced federal legislation (the AV Emergency Response Coordination Act) targeting the same issue; an August 10, 2026 investigative report found Waymo has issued three federal recalls since December 2025, versus three across the prior 22 months; and on the night of August 7, 2026 a pedestrian struck by an SUV on a Dallas street was thrown into the path of an unoccupied Waymo and later died, Waymo's first fatality involving contact with a person, with early reporting attributing primary fault to the SUV. Waymo also ended its Phoenix distribution partnership with Uber in late June 2026, pairing those vehicles with DoorDash deliveries, and moved in July to end Uber exclusivity in Austin and Atlanta as well, effective January 2028. On July 29, 2026 Waymo began gradually resuming freeway routes, starting in Phoenix, after voluntarily pulling its fleet off highways in May following a June 18 recall of 3,871 vehicles over a software flaw that let robotaxis enter closed freeway construction zones; additional cities are expected to follow as the fix is validated.

Revenue Streams

Waymo One (Direct Ride-Hailing)

Core commercial ride-hailing business booked through the Waymo app across Waymo's company-operated service areas.

Network Distribution Partnerships

Waymo distributes rides through partner apps in selected markets, with Uber managing the fleet and demand in Austin and Atlanta, and a Lyft + Flexdrive partnership bringing Nashville online in 2026.

Autonomous Delivery Partnerships

Waymo is extending its driver platform into delivery, with DoorDash users in Phoenix able to receive autonomous deliveries. After ending its Phoenix ride-hailing distribution deal with Uber in late June 2026, Waymo redirected the freed-up Phoenix vehicles toward DoorDash deliveries, deepening this stream.

Key Metrics

Employees

~4,200-4,550 (third-party workforce trackers Unify and Tracxn, as of May 2026; Waymo does not publicly disclose headcount - Wikipedia and PitchBook still cite an older ~2,500 figure)

Est. Annual Revenue

Not separately disclosed by Alphabet ($126B post-money valuation per Feb 2026 round); independent research firm Sacra estimated an annualized run rate of roughly $355M as of February 2026, up from ~$284M at end of 2025; no newer Sacra or third-party estimate has been published as of mid-August 2026

Lifetime Rides

20M+ (surpassed end of 2025; rising ~500K/week through mid-August 2026, with no newer disclosed cumulative total)

Weekly Paid Rides

~500,000 per week - unchanged across four public disclosures since late March 2026 even as Waymo's footprint grew from 10 to 15 metro areas and its fleet from roughly 700 to roughly 4,000 vehicles, implying per-vehicle utilization fell about 25% (~125 trips/vehicle/week vs. ~167 in May 2025); reaching the 1M/week year-end goal at current utilization would require roughly 6,000-7,700 vehicles unless ridership per car recovers

Commercial Metro Areas

11 public; 4 more (Las Vegas, San Diego, Tampa, Denver) running driverless for Alphabet employees since July 8, 2026, with no public launch date set as of mid-August 2026

Service Coverage

~1,400 sq mi (May 2026; larger after the July 8 four-city expansion, but no newer aggregate figure has been published as of mid-August 2026)

Fleet Size

~3,500-4,000 vehicles in commercial service as of late July 2026 (Waymo's most recent disclosed operating range), of which only ~100 were Ojai; separately, an August 12, 2026 aerial count found 953 additional Ojai units staged at Waymo's Mesa, Arizona integration facility, 684 of them already finished and ready to deploy - pointing to a near-term step-up in the Ojai fleet beyond the ~100 in public service

Valuation

$126B post-money (no new round since the February 2026 raise, confirmed as of mid-August 2026)

Safety Record (IIHS Study)

68% fewer police-reportable crashes per mile than human drivers across San Francisco, Phoenix, Los Angeles, and Austin (85% fewer single-vehicle crashes, 81% fewer injury crashes), per an IIHS analysis of ~50M Waymo miles driven 2021-2024 against 222B human-driven miles in the same cities; no newer IIHS or Waymo-published safety study has superseded it as of mid-August 2026

Timeline

20266th-generation Waymo Driver enters fully autonomous operations

Waymo begins fully autonomous operations with its 6th-generation Driver, positioning the new stack as the main platform for lower-cost, higher-scale expansion across more vehicle types and tougher weather conditions.

2026Commercial footprint reaches 11 U.S. metro areas

By April, Waymo is serving riders in Atlanta, Austin, Dallas, Houston, Los Angeles, Miami, Nashville, Orlando, Phoenix, San Antonio, and the San Francisco Bay Area.

2026Crosses 500,000 paid rides per week

Waymo passes roughly 500,000 paid rides per week across its 11 U.S. metros as of late March 2026 - a tenfold increase from 50,000 weekly rides in May 2024 - keeping it on Co-CEO Tekedra Mawakana's path to 1 million weekly trips by the end of 2026.

2026Coverage expands to ~1,400 square miles across 11 cities

On May 13, 2026 Waymo expands its driverless service area by more than 20% to roughly 1,400 square miles across 11 markets, starting with Miami and rolling into Austin, Atlanta, Houston, and the San Francisco Bay Area.

2026Ojai purpose-built robotaxi opens to public riders

Waymo begins offering public trips in the Ojai - its first ground-up purpose-built robotaxi, built by Zeekr and outfitted at Waymo's Arizona factory - across San Francisco, Los Angeles, and Phoenix, starting with about 100 vehicles on the 6th-generation Waymo Driver.

2026B2U deal opens second-life pipeline for retired packs

On June 4 Waymo and B2U Storage Solutions announce a multi-year supply agreement to repurpose batteries from Waymo's electric robotaxi fleet into grid-connected battery energy storage systems across California and Texas. Retired Jaguar I-PACE packs (typically still at 70-80% of original capacity) will provide grid services in those electricity markets, turning end-of-life fleet hardware into stationary storage as the ~4,000-vehicle commercial fleet scales.

2026CNN investigation: red-light runs, flooded roads, and emergency-responder blockages

A CNN investigation published June 3, 2026, drawing on public records across Waymo's 11-metro footprint, found robotaxis have run red lights, driven into closed and flooded roads, and blocked emergency responders - including a June 6, 2026 Dallas incident where a Waymo was filmed on a deputy constable's body camera partially obstructing crews at a fatal apartment fire. Federal regulators are running at least five concurrent probes, including the flooding incidents that triggered a 3,800-vehicle recall in May 2026, illegal passing of stopped school buses, and a January crash that injured a child. Waymo said incidents are isolated and that no investigation has identified a systemic safety defect.

2026Acquires Apple's Project Titan proving ground for $220M

On June 5, 2026, Waymo acquires a 5,458-acre autonomous-vehicle testing facility in Wittmann, Arizona - built by Apple for ~$125M in 2021 as the centerpiece of its now-cancelled Project Titan self-driving program - paying $220M from Route 14 Investment Partners, a Delaware entity linked to Apple. The site includes a 115-acre city-simulation course, a vehicle dynamics area, a four-mile oval track, and a dedicated freeway course; Waymo will use it for rider-only testing, motion control validation, and operational training as the commercial fleet scales toward 1 million weekly rides.

2026Launches Waymo Premier loyalty subscription

On June 11, 2026, Waymo launched Waymo Premier, its first loyalty subscription, at $29.99 a month for priority vehicle matching, 10% back in Waymo Cash ride credits, up to five free cancellations a month, and early access to new markets. The invite-only plan rolled out to tens of thousands of the company's most frequent riders in San Francisco, Los Angeles, and Phoenix - Waymo's first move to build recurring revenue beyond per-ride fares as it scales toward 1 million weekly trips.

2026Recalls 3,871 robotaxis over freeway construction zones

Disclosed through NHTSA on June 18, 2026, Waymo issues a voluntary recall of 3,871 fifth-generation vehicles after a software defect let robotaxis enter closed freeway construction zones and keep traveling at posted speeds. It followed 13 incidents in Phoenix and the San Francisco Bay Area - including seven SF cars on May 18 - prompting Waymo to pull its fleet from all highways on May 19 while a software fix is developed. The action is separate from the May flooded-roads recall and adds to a string of federal probes into the company's safety record.

2026Opens Nashville robotaxi service to the public

On June 25, 2026 Waymo opens its fully autonomous ride-hailing service to the general public in Nashville, letting anyone hail a driverless trip across a roughly 60-square-mile area spanning Broadway, 12 South, Midtown, and East Nashville. The public launch follows an interest-list rollout running since April that served tens of thousands of riders, with access through the Lyft app slated for later in 2026.

2026Uber–Waymo Phoenix partnership ends; cars pivot to DoorDash

In late June 2026 Waymo and Uber wound down their roughly three-year Phoenix partnership (launched October 2023), removing Waymo robotaxis from the Uber app in Phoenix and returning those vehicles to Waymo's own app and fleet. Reported by CNBC on June 29 and confirmed locally in early July, the shift also pairs the freed-up Phoenix cars with autonomous DoorDash deliveries - a tie-up that competes with Uber Eats - while Uber said it would line up a different AV partner for Phoenix. The Waymo–Uber partnerships in Austin and Atlanta, where Uber manages fleet and demand, continue unaffected.

2026Expands driverless service to four new metros

On July 8, 2026 Waymo said it is bringing fully autonomous rides to four new U.S. markets - Las Vegas, San Diego, Tampa, and Denver - with Las Vegas vehicles operating with no human at the wheel that day and the others to follow. The rollout starts with Alphabet employees before opening to the public, extending Waymo's driverless footprint beyond its existing metros as it pushes toward 1 million paid rides per week by year-end and a planned first international launch in London.

2026NHTSA orders AV firms to fix first-responder interference

On July 8, 2026 NHTSA sent letters to autonomous-vehicle developers demanding they fix a 'clear pattern' of driverless cars interfering with police, firefighters, ambulances and other first responders, calling the failures a 'functional insufficiency' rather than a rare edge case. Regulators cited multiple incidents - including Waymo vehicles that had to be moved by officers during emergencies - and gave companies until the end of July to explain how they will detect and respond to emergency scenes. As the largest U.S. robotaxi operator, Waymo faces the most scrutiny; the order adds to a string of federal probes into the company's safety record even as it expands to new metros.

2026Uber–Waymo clash over D.C. AV bill as NHTSA deadline looms

In mid-July 2026 Waymo's regulatory pressures sharpened on two fronts. NHTSA's end-of-July deadline for AV developers to explain how they will stop interfering with first responders remained open, with regulators continuing to scrutinize the pattern but not yet opening a formal investigation. And in Washington, D.C., a July 13 hearing over an autonomous-vehicle bill exposed a lobbying clash between Waymo - which backs the measure - and Uber, which argues the framework would effectively hand Waymo a monopoly, underscoring how policy fights are becoming as consequential to robotaxi expansion as the technology itself.

2026Moves to end Uber robotaxi exclusivity in Austin and Atlanta

On July 24, 2026 Waymo told Uber it will end their exclusive robotaxi arrangement in Austin and Atlanta and begin offering rides through its own Waymo app in both cities in January 2028, while keeping vehicles available on Uber until the existing contract expires in May 2028. The Financial Times reported the companies had held internal discussions about a broader split amid tensions, including conflicting autonomous-vehicle policy proposals they are pushing in different U.S. markets. The step follows the wind-down of the Waymo-Uber Phoenix partnership earlier in 2026 and a mid-July D.C. lobbying clash, sharpening the rivalry between the largest U.S. robotaxi operator and the largest ride-hailing platform.

2026July 4 fireworks gridlock strands robotaxis; SF mayor demands tougher AV rules

During San Francisco's July 4, 2026 fireworks show, more than 30 Waymos became stuck near the viewing area and several ran out of charge and had to be towed while blocking travel lanes as crowds dispersed; separately, a Waymo caught fire after driving over lit fireworks, with no injuries reported. Mayor Daniel Lurie sent a letter to California's Secretary of Transportation on July 16 asking the state to require autonomous-vehicle operators to demonstrate they can keep traffic moving and immediately clear travel lanes, intensifying local pressure on Waymo even as it expands service.

2026Congress introduces AV Emergency Response Coordination Act after NHTSA deadline passes

NHTSA's end-of-July deadline for AV developers to explain how they will stop interfering with first responders passed without the agency opening a formal investigation, but pressure moved to Congress: on July 28, 2026 Rep. Kevin Mullin (D-CA) introduced the AV Emergency Response Coordination Act, which would let officials geofence autonomous vehicles away from emergency scenes, require AV companies to give first responders a 24-hour direct contact line, and direct NHTSA to set minimum national emergency-response standards. The bill follows Waymo's July 4 San Francisco gridlock and a string of incidents where officers had to move Waymo vehicles clear of emergency scenes.

2026IIHS study finds Waymo vehicles crash far less often than human drivers

On July 23, 2026 the Insurance Institute for Highway Safety published a study analyzing roughly 50 million miles of Waymo driving in San Francisco, Phoenix, Los Angeles, and Austin between 2021 and 2024 against 222 billion human-driven miles in the same cities. It found Waymo vehicles were involved in 68% fewer police-reportable crashes per mile than human drivers overall (85% fewer single-vehicle crashes, 81% fewer injury crashes), though the advantage varied by city - from 76% fewer in Phoenix to just 4% higher in Austin, where the sample size was small. IIHS cautioned the federal AV crash-reporting system needs improvement as deployment scales. The findings landed as Waymo faced mounting federal and local safety scrutiny over first-responder interference and the July 4 San Francisco gridlock.

2026Gemini AI assistant and redesigned interface added to Ojai

On July 29, 2026 Waymo announced a Gemini-powered in-car assistant for its Ojai robotaxi alongside a redesigned interface with bigger screens and buttons. Gemini answers questions about the neighborhood and points of interest, gives journey information, and handles cabin controls like air conditioning or requesting a stop, though it does not control the driving itself. Early access is live now with a broader rollout to more riders planned in the coming weeks.

2026Court orders halt to overnight charging at two Santa Monica lots

An LA County Superior Court judge granted the City of Santa Monica's motion for a preliminary injunction on July 27, 2026, ruling that around-the-clock noise, lights, and traffic at Waymo's two Broadway charging and servicing lots amount to a public nuisance. Waymo is barred from operating the two sites between 11pm and 6am while the case proceeds toward an October 23, 2026 status conference, adding a local legal setback to the company's mounting regulatory scrutiny.

2026Dallas robotaxi service opens to the general public

On August 4, 2026 Waymo ended its invitation-only waitlist in Dallas, letting anyone download the app and hail a fully autonomous ride without joining a list first. Roughly 150,000 people had signed up for the interest list since the city's commercial launch in February 2026; rides remain limited to city streets, with freeway and Dallas Love Field airport routes still in testing and no public launch date set for either.

2026Pedestrian dies after being thrown into an unoccupied Waymo's path in Dallas

On the night of August 7, 2026 a pedestrian crossing Maple Avenue outside a crosswalk in Dallas was struck by an SUV traveling roughly 35 mph, throwing him more than 30 feet into the path of an oncoming, unoccupied Waymo. Waymo said its vehicle detected the pedestrian about 150 feet away and slowed to roughly 5 mph before the pedestrian struck the vehicle's left rear; both vehicles stopped, and the man was taken to a hospital, where he later died. Waymo said it was 'deeply saddened' and that its Event Response Team coordinated with responding officers; police and outside safety analysts pointed to the SUV as the primary cause of the collision and described the low-speed Waymo contact as unlikely to have been preventable or the primary cause of death. No fault determination or new regulatory action specific to the incident had been announced as of mid-August 2026, but it is Waymo's first fatality involving physical contact with a person and lands amid its broader federal safety scrutiny.

2026Robotaxis snarl traffic in new Miami-area incidents

Video circulating since August 8, 2026 shows two Waymo vehicles blocking each other while attempting to turn at a Miami Beach intersection, unable to proceed and stopping cross traffic, and separate footage shows Waymo vehicles snarling traffic on a Miami bridge around the same period. The incidents add to the operational and safety scrutiny Waymo has faced through 2026, including federal probes into first-responder interference and the July 4 San Francisco gridlock.

2026Arizona factory backlog signals a major Ojai fleet step-up

An aerial count of Waymo's Mesa, Arizona vehicle-integration facility published August 12, 2026 found roughly 953 Ojai robotaxis staged on site, with about 684 already finished and ready to deploy - up sharply from roughly 500 units counted at the same site in early June 2026. The buildup points to a step-up from the roughly 100 Ojai vehicles that had been in public service across San Francisco, Los Angeles, and Phoenix through late July 2026, as Zeekr-built bodies continue arriving from China for retrofitting with Waymo's sensor suite.

2026Imports 3,200+ Zeekr-built Ojai bodies from China despite 102.5% tariffs

Reporting published in early-to-mid August 2026 detailed how Waymo has imported more than 3,200 Zeekr-built Ojai vehicle bodies from a factory in Ningbo, China (more than 2,600 of them in 2026 alone), absorbing a 102.5% U.S. tariff on Chinese-made vehicles that otherwise blocks ordinary consumers from buying them. Waymo manages the cost by importing stripped-down, sensorless bodies valued at roughly $10,000-$20,000 each rather than finished consumer vehicles, then fits them with its autonomous driving hardware at its Mesa, Arizona facility.

2026Analysis: weekly ride count plateaus as footprint outgrows demand

An analysis published in mid-August 2026 found Waymo's roughly 500,000 weekly paid trips have held essentially flat across four public disclosures since late March 2026, even as its footprint expanded from 10 to 15 metro areas and its fleet grew from roughly 700 to roughly 4,000 vehicles. The flat trip count against a growing fleet implies per-vehicle utilization fell about 25%, to roughly 125 trips per vehicle per week versus about 167 in May 2025, raising the bar for Co-CEO Mawakana's goal of 1 million weekly rides by year-end 2026.

2026First national ad campaign rides on World Cup exposure; WPP wins global media assignment

Waymo aired its first national U.S. ad campaign in July 2026 during a FIFA World Cup broadcast, built around a safety message for its self-driving platform. Operating in six World Cup host cities during the tournament, Waymo gave rides to fans attending roughly a third of all matches, completing more than 90,000 trips to stadiums and official watch parties, supporting 400+ fan events, and welcoming over 200,000 first-time riders. Building on that push, Waymo awarded WPP its media planning and buying assignment for North America and EMEA on August 14, 2026, with WPP set to lead strategy for some of Waymo's first international city launches.

2024San Francisco and Los Angeles open to all riders

Waymo opens both San Francisco and Los Angeles to anyone who downloads the Waymo app, moving both cities beyond waitlists and trusted-tester access.

2023All-electric fleet and larger Phoenix footprint

Waymo transitions its Waymo One fleet to the all-electric Jaguar I-PACE and expands Metro Phoenix to 180 square miles by connecting Downtown Phoenix, the East Valley, and Scottsdale.

2020Fully driverless rides open to public in Phoenix

Opens fully driverless (no safety driver) Waymo One rides to the general public in the Phoenix East Valley - a global first for commercial robotaxi operations.

2018Waymo One commercial launch in Phoenix

Launches Waymo One, the world's first commercial autonomous ride-hailing service, in the Phoenix metro area. Initially operates with safety drivers, then expands to fully driverless rides.

2016Spins out from Google as Waymo

Google's self-driving car project becomes Waymo, a standalone company under Alphabet. John Krafcik becomes the first CEO.

2015First fully driverless ride on public roads

Completes the world's first fully autonomous ride on public roads in Austin, Texas, with a blind passenger and no steering wheel or pedals in the vehicle.

2009Google Self-Driving Car Project launches

Google begins its self-driving car project under Sebastian Thrun, building on technology from the DARPA Grand Challenge. Early prototypes use modified Toyota Prius and Lexus vehicles.

Funding

Cumulative disclosed raise · dated rounds

$10B$20B$30B2020202220242026$26B raised
RoundDateAmountInvestorsSource
First External RoundMarch 2020$2.25BSilver Lake, CPP Investments, Mubadala, Magna, Andreessen Horowitz, AutoNation, Alphabet
Investment RoundJune 2021$2.5BAlphabet, Andreessen Horowitz, AutoNation, CPP Investments, Fidelity, Magna, Mubadala, Perry Creek, Silver Lake, T. Rowe Price, Temasek, Tiger Global
Oversubscribed Investment RoundOctober 2024$5.6BAlphabet, Andreessen Horowitz, Fidelity, Perry Creek, Silver Lake, Tiger Global, T. Rowe Price
Growth RoundFebruary 2026$16BDragoneer, DST Global, Sequoia, Andreessen Horowitz, Mubadala, Bessemer, Silver Lake, Tiger Global, T. Rowe Price, Alphabet and others

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Baidu Apollo

Autonomous Vehicles +1

Baidu Apollo is Baidu's autonomous-driving platform and the operator of Apollo Go, one of the world's largest fully driverless robotaxi networks. Apollo Go delivered 3.2 million fully driverless rides in Q1 2026 (total rides up over 120% YoY), exceeded 22 million cumulative public rides by April 2026, and reached a 27-city global footprint. It runs fully driverless commercial service in China, Dubai, and on Abu Dhabi's Yas Island, began Level 4 open-road trials in eastern Switzerland (AmiGo, with PostBus) on June 1, 2026, and pushed into two new international markets in the same week in late July 2026: fully driverless testing with no safety operator began on Hong Kong's Airport Island on July 27 (reportedly the first such test in any right-hand-drive, left-hand-traffic market), and safety-operator road testing began in London with Freenow/Lyft and Uber on July 28, making Apollo Go the first Chinese autonomous-driving operator tested on UK roads. In July 2026 it also signed an MoU with Kazakhstan's Turlov Private Holding to explore autonomous mobility services, the first move by a Chinese robotaxi operator into Central Asia.

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Pony.ai

Autonomous Vehicles +1

Pony.ai is a dual-listed autonomous-driving company commercializing Level 4 robotaxi, robotruck, and personally owned vehicle technology across nine countries. Its mass-produced Gen-7 robotaxis run fully driverless commercial service across all four Chinese tier-one cities (Guangzhou, Shenzhen, Beijing, and Shanghai) plus Hangzhou and Changsha, having reached city-wide unit-economics breakeven in both Guangzhou and Shenzhen, and the company is running driverless trials or public service in Dubai, Qatar, Singapore, South Korea, and Europe (including a June 2026 Luxembourg pilot with Bolt and Stellantis). Q1 2026 revenue jumped 145% YoY to $34.3M with robotaxi revenue up ~395%, the fleet topped 1,700 units, and the company has raised its year-end 2026 targets to more than 3,500 robotaxis across 20+ cities and >3.5x its 2025 robotaxi revenue. At Auto China 2026 Pony.ai said its Gen-7 ADK bill-of-materials cost had fallen 70% and unveiled a new CATL-based L4 light-duty logistics truck, and on August 3, 2026 the company reset its heavier Gen-4 Robotruck rollout - deploying 500-1,000 units over the next two to three years rather than reaching mass-production scale by late 2026 as previously planned - while setting a longer-run goal of 100,000 light-duty autonomous trucks by 2030. On August 14, 2026 Pony.ai and Uber announced an expanded partnership to deploy more than 2,000 robotaxis across Europe, growing beyond the existing Zagreb, Croatia service into four more European cities plus planned Middle East markets. Q2 2026 and interim results are due August 18, 2026.

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Tesla

Autonomous Vehicles +1

Tesla is a vertically integrated automotive, energy storage, and AI company headquartered in Austin, Texas. After building its final Model S and Model X on May 10, 2026 and converting that Fremont line to Optimus, it now manufactures three consumer vehicles (Model 3, Model Y, Cybertruck), sells Full Self-Driving (Supervised) software, operates energy storage and solar businesses, runs an unsupervised Robotaxi service across seven US metros (Austin, Dallas, Houston, Miami, Orlando, and Tampa driverless, plus a supervised Bay Area pilot), and is ramping new products including Cybercab (in production at Giga Texas since Feb 2026, with autonomous employee rides on campus starting July 2026), Tesla Semi (now in a commissioning phase at the new Nevada line as it works toward a 50,000-unit/year target), and Optimus (Fremont's former Model S/X line is being installed for first-generation production; the V3 reveal remains pending with no new date set as of the July 22 earnings call). In Q2 2026, Tesla generated a record $28.24B in revenue (+26% YoY) on 480,126 vehicle deliveries, though GAAP operating margin narrowed to 1.4% amid heavy AI, Optimus, and Robotaxi investment; it had 1.48M active FSD subscriptions and operated 8,704 Supercharger stations.

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WeRide

Autonomous Vehicles +1

WeRide is a commercial-stage autonomous-driving company building products from Level 2 ADAS to Level 4 robotaxis, robobuses, robovans, and robosweepers. It operates or tests in 60+ cities across 13 countries, holds autonomous-driving permits in eight markets (China, the UAE, Singapore, France, Switzerland, Saudi Arabia, Belgium, and the US), and is scaling a global L4 fleet of about 3,400 vehicles, including more than 1,800 robotaxis - including fully driverless commercial service in Dubai and public service in Singapore - with Uber, Grab, Geely Farizon, Renault, GAC, Chery, and other partners. Europe has become a fast-moving front in 2026: WeRide and Uber launched Spain's first commercial robotaxi pilot in Madrid in early June, the Slovak government backed a plan for WeRide to roll out its full Level 4 portfolio nationwide, and on June 17 the two partners announced plans for commercial robotaxi service in the Greater Zurich Region - their second European deployment within weeks - adding to existing projects in France, Switzerland, and Belgium. On June 22 WeRide, Geely Farizon, and Hong Kong operator Kwoon Chung agreed to jointly build a mass-produced right-hand-drive robotaxi off the GXR platform, with Hong Kong the first deployment market and a planned rollout to Singapore, the UK, Japan, and Australia. In July 2026 WeRide accelerated the global rollout of its one-stage end-to-end L2++ intelligent-driving solution - co-developed with Bosch and integrated with Bosch's automotive-grade domain controller - beginning on-road testing and localization in Germany, France, and Japan, with production design wins now spanning 30+ vehicle programs at Chery and GAC and cumulative WRD 3.0 deliveries topping 30,000 units, against a company target of 100,000 by year-end 2026 and 500,000 in 2027. On August 3, 2026 WeRide announced a strategic partnership with Danish shared-mobility operator GreenMobility to bring Level 4 autonomous ride-hailing to Denmark, its sixth European market and first in the Nordic region, targeting public service in the first half of 2027 pending Danish regulatory approval. Reporting record Q2 2026 revenue on August 12 (gross margin a record 37.5%, up from 28.1% a year earlier), CEO Tony Han said WeRide is now in talks with regulators in Australia and eyeing South Korea, Japan, and Southeast Asia as further expansion markets. The Madrid, Zurich, Hong Kong, and Slovakia deployments all remain in pre-launch or early testing phases as of mid-August 2026.

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Zoox

Autonomous Vehicles +1

Zoox is Amazon's robotaxi company and the first operator in the United States cleared to charge fares in a purpose-built driverless vehicle with no steering wheel, pedals, or mirrors. NHTSA granted it a two-year exemption from portions of eight Federal Motor Vehicle Safety Standards on July 30, 2026, capped at 2,500 vehicles a year, and Zoox flipped its roughly 65-vehicle Las Vegas fleet to paid service on August 10, 2026 after nearly a year of free public rides. It designs and builds its bidirectional, four-seat, all-electric robotaxi itself at a Hayward, California plant sized for up to 10,000 vehicles a year, still runs free public rides in San Francisco while it waits on California permits, and has test fleets across ten metros. More than half a million riders have been carried since the Las Vegas launch, and independent app tracking put Zoox at 25% of US robotaxi monthly active users in June 2026, up from 15% in January, while Waymo's share fell from 79% to 69%. The ramp has come with safety scrutiny: a string of software recalls, most recently 105 robotaxis in July 2026 after one drove into a smoke-obscured Las Vegas fire scene.