Waymo’s accelerated 2026 rollout, fueled by its sixth-generation Waymo Driver system and the new Ojai minivan platform, has driven public driverless service launches in 15 U.S. cities by early October, including Denver, San Diego, Tampa, and Las Vegas in September alone. The company now averages roughly 500,000 paid robotaxi rides weekly while scaling its fleet toward 5,100 vehicles and a 1-million-ride target by year-end. Competitive pressure from Tesla’s expanding unsupervised operations in overlapping markets such as Austin, Miami, and Tampa, alongside regulatory approvals in California and Nevada, supports further additions before December 31. Key swing factors include testing progress in Washington D.C., Detroit, and Seattle, plus any last-minute permitting wins, though international targets like London remain slated for 2027.
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