Waymo currently operates driverless robotaxi service across 15 US metros, with recent activity centered on expanding coverage within existing markets rather than opening new cities. In late October, the company added nearly 250 square miles across Los Angeles, Nashville, Orlando, San Diego, and the San Francisco Bay Area, including airport access in Las Vegas and Nashville, while scaling its fleet toward an 8,000-vehicle target by year-end. Competitive pressure from Tesla Robotaxi, already live in Austin, Dallas, Houston, Miami, and other overlapping markets, has accelerated geofence growth but not triggered new Waymo city launches. Regulatory timelines in testing locations like Washington, DC, and Seattle remain uncertain, with bills and permitting frameworks unlikely to enable full commercial operations before December 31. Traders should watch for any surprise regulatory approvals or mapping milestones that could shift implied probabilities on specific additional metros.