Waymo Surges in Robotaxi Rides
Waymo, a subsidiary of Alphabet, reported delivering over 14 million autonomous rides in 2025, more than tripling its total from 2024. The service, currently active in cities like Atlanta, Los Angeles, and the San Francisco Bay Area, averages over 1 million paid rides per month. The company plans to expand to 20 additional cities in 2026.
Waymo recently completed a $16 billion funding round, primarily from Alphabet, boosting its valuation to $126 billion. In contrast, Tesla’s robotaxi service, which has removed human safety supervisors in limited markets, is only operational in Austin, Texas, and the San Francisco Bay Area. S&P Global projects Tesla could generate $75 billion in revenue from robotaxis by 2030, equating to 45% of its total vehicle-related revenue.
A study indicates that Waymo rides in San Francisco are priced higher than competitors like Uber and Lyft, with a median trip costing $17.25. Meanwhile, consumer comfort with autonomous vehicles has grown significantly, with 63% of respondents expressing confidence in their safety as of January 2026.
