Waymo · 2025 · 11 · 03 · Impact · ~2 min read
Self-driving taxis went mainstream in 10 US cities
What's actually new
- 10x growth in 18 months. Weekly paid rides went from ~50,000 (May 2024) to ~500,000 (early 2026).
- Fully driverless in most cities. No safety driver. No remote pilot intervening on routine runs.
- Multiple vehicle models. Jaguar I-Pace, Zeekr RT, Hyundai Ioniq 5 in different cities — Waymo's no longer dependent on one vehicle partner.
- Safety data is mostly clean. Federal review ongoing, but no major collisions stopping expansion.
If you want more
Worth knowing
- Still tiny vs Uber/Lyft. 500K rides/week is impressive growth. It's a rounding error against ridesharing's billions per year.
- Geofenced cities, not 'anywhere'. Waymo only operates in mapped, weather-friendly zones. Snow, freeway-heavy regions, rural areas still mostly off-limits.
- Tesla's 'Full Self-Driving' is still not the same product. Tesla calls its driver-assist 'FSD' but it's not robotaxi-grade. Waymo and Tesla are running different bets.
Who should care
Anyone who rides a taxi. Drivers who make a living driving — Uber/Lyft drivers, taxi drivers, delivery drivers. Cities planning urban transport. Disability advocates (driverless cars open mobility for non-drivers). Insurance and liability lawyers — the tort framework is still being built.
What to do about it
If you live in a Waymo city, take a ride before commenting on the technology. Most riders' first impression sets a permanent take — make it informed. If you drive for a living, watch the city expansion list — the timeline to full coverage is no longer 'never', it's measurable in years.
Honest take
Waymo's 2025-2026 expansion was the moment self-driving stopped being a forever-promise. The growth was steady and unglamorous: a few new cities every quarter, more rides per car, fewer disengagements. The slow-motion arrival is the story. Most public discussion is still framed around Tesla's FSD-vs-not-FSD argument; Waymo just quietly proved that robotaxis work in some cities for some routes. The 'when does this scale globally?' question is now an honest question, not a sci-fi one.
Sources
Last verified · 2026 · 05 · 05 · Found a fact wrong? corrections@aguidetocloud.com