Waymo's accelerated 2026 rollout, with public driverless service now live in 15 U.S. markets after September launches in Denver, San Diego, Tampa, and Las Vegas, shapes trader views on additional cities by year-end. The company’s sixth-generation Ojai platform on Zeekr vehicles, combined with scaled fleets and regulatory wins like expanded California approvals, supports rapid geographic growth toward its 1 million weekly rides target. Competition intensifies in places like Las Vegas and Tampa against Tesla Robotaxi, while testing continues in Washington D.C., Detroit, Seattle, and Nashville amid ongoing fleet and infrastructure builds. Key catalysts through December include further regulatory clearances, vehicle import volumes, and any official announcements on new market openings.