In a recent LinkedIn post, Waymo’s co-CEO Tekedra Mawakana announced that the company is now conducting over 100,000 paid robotaxi rides weekly in the U.S., a significant increase from the 50,000 weekly rides reported in May. A representative from Waymo, which is owned by Alphabet, informed CNBC that San Francisco currently leads in the number of trips among the cities where Waymo operates, which include San Francisco, Phoenix, Austin, and Los Angeles.
Alphabet recently committed an additional $5 billion to Waymo, which began as a self-driving project in 2009. On Monday, Waymo introduced its “generation 6” self-driving system, designed to function in a broader range of weather conditions and reduce the need for expensive cameras and sensors.
Waymo, with a fleet of approximately 700 vehicles, runs the only commercial robotaxi service in the U.S., known as Waymo One. The company previously collaborated with Uber in Phoenix to integrate its service into the Uber app. In June, Waymo expanded its Phoenix service area by 90 square miles, making it the largest autonomous ride-hailing zone in the country.
This month, Waymo extended its San Francisco service to include Daly City, Broadmoor, and Colma, and began testing its driverless cars on freeways around the San Francisco metro area. Although CNBC could not verify Waymo’s safety claims, the company stated that its vehicles are significantly better at avoiding crashes compared to human drivers, based on over 14.8 million miles driven without a driver.
While China has commercial robotaxi services from Didi and Pony.ai, Waymo faces limited competition in the U.S. GM’s Cruise has encountered issues that temporarily halted its operations, and companies like Uber and Ford have ceased their robotaxi development efforts. Tesla, led by Elon Musk, has long promised to convert existing vehicles into driverless cars via software updates but has yet to deliver a functional robotaxi. Tesla plans to reveal its dedicated robotaxi, the CyberCab, at an event on October 10.