Waymo Activates Driverless Operations in Las Vegas, Plans Three More…

Waymo announced expansion of its fully driverless robotaxi service to Las Vegas, Denver, San Diego, and Tampa, growing its fleet to roughly 3,000 vehicles backed by $16 billion in capital. The company already operates in 10+ US metro areas and is competing against Amazon-owned Zoox, Motional, and Tesla in multiple markets. Waymo now operates driverless rides in 14 US cities with 3,000 vehicles and $16 billion behind it; if you build any component of autonomous ride-hailing (mapping, sensors, connectivity, routing, liability insurance), Waymo just became your distribution channel or your acquirer. The race to 1 million weekly rides this year means suppliers get bought or locked in now.