Dmitri Dolgov (Co-CEO) & Tekedra Mawakana (Co-CEO)
Subsidiary of
Alphabet Inc.
Data verified as of Sep 2, 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 14 U.S. metro areas through Waymo One after opening public rides in Denver, San Diego, and Tampa on September 1, 2026, has surpassed 20 million lifetime rides, and has held roughly 500,000 paid robotaxi rides per week, with a goal of clearing 1 million per week by year-end. Waymo has offered public rides on the Ojai - a ground-up purpose-built robotaxi co-developed with Zeekr - in San Francisco, Los Angeles, and Phoenix since May 2026, and Denver and San Diego riders can now only book the Ojai. 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.
Waymo is close to its first-ever debt financing, seeking more than $3 billion in unrated debt from Pimco, Blackstone and Sixth Street Partners, Bloomberg reported September 2, 2026. Working with Goldman Sachs, Waymo aims to finalize the loan within days to help fund robotaxi expansion and rising AI infrastructure costs, marking a shift from the equity-only funding path that included a $16 billion round earlier this year at a $126 billion valuation.
Waymo began offering paid driverless rides to the general public in Denver, San Diego, and Tampa on September 1, 2026, converting employee-only operations it started in those cities in July into full commercial service and bringing its US footprint to 14 metro areas. Denver and San Diego riders can only book the Ojai, Waymo's Zeekr-based purpose-built robotaxi; each new market starts with dozens of vehicles scaling toward hundreds over time. Waymo's national fleet now exceeds 4,000 vehicles delivering more than 500,000 paid rides a week, with a goal of 1 million weekly rides by year-end.
Reporting published around August 27, 2026 based on OSHA filings found more than two dozen injuries, including sprains, whiplash and back pain, among Waymo and Zoox safety-test drivers in 2024 and 2025, caused by the vehicles' autonomous software braking hard or swerving suddenly. Transdev, which employs and manages Waymo's test drivers, reported 16 injuries tied to Waymo depot locations across three cities, with incidents concentrated in Los Angeles, Phoenix and San Francisco; both companies said they take employee safety seriously and continue refining vehicle behavior based on the reports.
Waymo published a blog post on August 26 by VP of Onboard Software Srikanth Thirumalai, titled '10 AI Lessons from Driving 200+ Million Fully Autonomous Miles,' arguing that camera-only self-driving hits a false summit where early gains plateau well short of the safety level required for driverless robotaxis, and that only redundant sensing across cameras, lidar, and radar closes the gap. The post, published a week before Tesla's planned September 3 Cybercab unveiling, is widely read as a rebuttal to Tesla's vision-only approach and Elon Musk's past dismissal of lidar as a fool's errand.
Waymo said on August 25 it will start manually driving vehicles through Munich in the coming weeks to build the high-definition maps and validate its software for the city's driving conditions, with trained specialists behind the wheel through a validation period. The company is targeting driverless ride-hailing in Munich by the end of 2027, making Germany its first planned market in the European Union alongside existing international pushes in London and Tokyo.
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.
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. Waymo disclosed in August 2026 that this generation runs on a custom in-house ASIC, in production alongside continued use of third-party chips from Nvidia, AMD, and others.
Autonomous Mileage Base~200M fully autonomous miles
Camera Imager17 megapixels
Factory CapacityTens of thousands of units/year
Custom SiliconIn-house 5nm ASIC (TSMC-fabricated), over 1,000 TOPS, processes sensor data ahead of the core driving system; two chips per vehicle for redundancy
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 multiple public disclosures since late March 2026 - even as Waymo's footprint grew to 14 metro areas (after the September 1, 2026 Denver, San Diego, and Tampa public launches) and its fleet passed 4,000 vehicles. That flat trip count implies per-vehicle utilization has fallen, so hitting 1M/week by year-end now looks like it needs either a large jump in ridership per vehicle or a fleet well above Waymo's current disclosed size. Independent forecasting firm FutureSearch, re-running its model on August 6, 2026 after Q2 earnings, projects a Q4 2026 median of only ~765,000 weekly rides (p10 590K, p90 1.03M), implying the 1M goal is more likely to be missed than hit absent a sharp acceleration - underscoring that the Ojai ramp and new-metro conversions (see below) are the swing factors. No newer weekly-ride figure had been disclosed beyond the ~500,000-plus mentioned alongside the September 1, 2026 metro launches; Alphabet's Q3 2026 earnings (expected late October) will be the next official checkpoint.
End of 2026
Scale the Ojai fleet across additional metros
Waymo opened the Ojai robotaxi to all riders (not just the select group it had run since May) in San Francisco, Los Angeles, and Phoenix on August 19, 2026, adding accessibility features like embedded Braille and screen-reader support plus an in-cabin Gemini assistant. The next step is bringing Ojai to Denver, San Diego, and Las Vegas later in 2026, en route to Waymo's stated goal of thousands of Ojai robotaxis on the road by year end (scaling to tens of thousands per year). 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. 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. On September 1, 2026 Waymo converted that employee-only pilot into paid public service in Denver, San Diego, and Tampa, bringing its total US footprint to 14 metro areas; Denver and San Diego riders can currently only book the Ojai, Waymo's newest purpose-built robotaxi, with each market starting at a few dozen vehicles and scaling over time. Las Vegas remained employee-only as of that update. 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 early September 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. 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. On August 20, 2026 Waymo opened Houston to anyone with the app, dropping the interest-list requirement after more than 100,000 people had signed up since the city's February 2026 commercial launch. The next step is converting the remaining employee-only metros (Las Vegas), 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 took its first concrete step toward continental Europe on August 25, 2026, announcing it will begin manually driving vehicles through Munich, Germany in the coming weeks to build high-definition maps and validate its software, following supervised-driving specialist testing, ahead of a targeted driverless ride-hailing launch by the end of 2027 - Waymo's first planned EU market, building on the Waymo Germany GmbH subsidiary registered in Munich in June 2026. 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 AV Emergency Response Coordination Act was formally introduced as H.R. 10033 and referred to the House Transportation & Infrastructure and Energy & Commerce committees on August 3, 2026, 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. As of August 29, 2026 no fault determination or new NHTSA probe specific to the Dallas fatality had been confirmed, and H.R. 10033 remained in committee with no floor vote scheduled. Watch whether NHTSA opens a formal probe into either the first-responder pattern or the Dallas fatality, whether the Mullin bill advances out of committee, 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
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; Houston did the same on August 20, 2026) plus employee-only driverless operations continuing in four more (Las Vegas, San Diego, Tampa, Denver since July 8, 2026, with Denver's public launch described only as 'later this year'), with more than 20 million lifetime rides and roughly 500,000 paid rides per week - a figure that has now held flat across five public disclosures since late March 2026, including Alphabet's July 22, 2026 Q2 earnings call, 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; independent forecaster FutureSearch projects a Q4 2026 median of ~765,000 weekly rides, short of the 1M/week goal. 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. On August 20, 2026 the Nevada Transportation Authority granted Waymo a permit to operate up to 1,000 robotaxis in Clark County (Las Vegas) over the next 12 months, alongside similar Tesla (5,000) and Uber (1,000) permits - a capacity ceiling, not yet a public-launch date. Tokyo and London (targeted Q4 2026) markets remain in preparation for first international launches, and on August 25, 2026 Waymo said it would begin manual mapping drives in Munich, Germany toward a driverless launch targeted by the end of 2027 - its first planned EU market. 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 (H.R. 10033, the AV Emergency Response Coordination Act, formally referred to committee on August 3, 2026) 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 and no new NHTSA probe specific to that crash confirmed as of August 29, 2026. 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 had been published as of late August 2026, and Alphabet had not yet reported Q3 2026 results
Lifetime Rides
20M+ (surpassed end of 2025; rising ~500K/week through late August 2026, with no newer disclosed cumulative total - Alphabet's Q2 2026 earnings call on July 22 repeated the 'past 500,000 per week' framing rather than a new lifetime figure, and no Q3 2026 Alphabet earnings had been reported as of August 29, 2026)
Weekly Paid Rides
~500,000 per week - unchanged across four public disclosures since late March 2026, reaffirmed again on Alphabet's July 22, 2026 Q2 earnings call, 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). Independent forecasting firm FutureSearch (model re-run August 6, 2026 after Q2 earnings) projects a Q4 2026 median of ~765,000 weekly rides (p10 590K / p90 1.03M) - short of Co-CEO Mawakana's 1M/week year-end goal, which at current utilization would still 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 late August 2026 (Denver's operator has said 'later this year'). On August 20, 2026 the Nevada Transportation Authority separately approved Waymo an Autonomous Vehicle Network Company permit to operate up to 1,000 robotaxis in Clark County (Las Vegas) over the following 12 months - alongside similar permits for Tesla (5,000 vehicles) and Uber (1,000, via Motional/Zoox) - a capacity ceiling rather than a public-launch date
Service Coverage
~1,400 sq mi (May 2026; larger after the July 8 four-city expansion and the August 14 CPUC approval to expand across 18 California counties, but no newer aggregate square-mileage figure has been published as of late 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. No newer aggregate fleet count has been disclosed as of late August 2026
Valuation
$126B post-money (no new round since the February 2026 raise, confirmed as of late 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 late August 2026
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.
2026OSHA data shows test drivers injured by hard braking and swerving
Reporting published around August 27, 2026 based on OSHA filings found more than two dozen injuries - sprains, strains, whiplash and back pain, some sidelining workers for weeks or months - among Waymo and Zoox safety-test drivers in 2024 and 2025, caused by the vehicles' autonomous software braking hard or swerving suddenly. Transdev, which employs and manages Waymo's test drivers, reported 16 injuries tied to Waymo depot locations across three cities; incidents were concentrated in Los Angeles, Phoenix, and San Francisco. Waymo and Zoox said they take employee safety seriously and continue refining vehicle behavior based on the reports.
2026Public robotaxi rides go live in Denver, San Diego and Tampa
On September 1, 2026 Waymo opened paid, driverless robotaxi rides to the general public in Denver, San Diego and Tampa, converting the employee-only driverless operations it began there in July into full commercial service and bringing its US footprint to 14 metro areas. Denver and San Diego riders can only book the Ojai, Waymo's Zeekr-based purpose-built robotaxi; each new market starts with dozens of vehicles scaling toward hundreds over time, covering roughly 150 square miles of service territory per market. Waymo's national fleet now exceeds 4,000 vehicles delivering more than 500,000 paid rides a week, with a goal of 1 million weekly rides by year-end.
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
Round
Date
Amount
Investors
Source
First External Round
March 2020
$2.25B
Silver Lake, CPP Investments, Mubadala, Magna, Andreessen Horowitz, AutoNation, Alphabet
Investment Round
June 2021
$2.5B
Alphabet, Andreessen Horowitz, AutoNation, CPP Investments, Fidelity, Magna, Mubadala, Perry Creek, Silver Lake, T. Rowe Price, Temasek, Tiger Global
Oversubscribed Investment Round
October 2024
$5.6B
Alphabet, Andreessen Horowitz, Fidelity, Perry Creek, Silver Lake, Tiger Global, T. Rowe Price
Growth Round
February 2026
$16B
Dragoneer, DST Global, Sequoia, Andreessen Horowitz, Mubadala, Bessemer, Silver Lake, Tiger Global, T. Rowe Price, Alphabet and others