Investor letter reveals skyrocketing growth of Waymo’s robotaxi rides
In Brief
Posted:
Six months ago, Waymo disclosed it was providing 250,000 robotaxi rides a week across its service areas, an ever-growing list that includes Atlanta, Austin, Los Angeles, Phoenix, and the San Francisco Bay Area.
The Alphabet-owned self-driving company has been coy ever since, simply stating it is providing many hundreds of thousands of weekly rides. Now, we have a firmer grasp on those weekly ride numbers, thanks to a leaked letter from Tiger Global Management to it investors that was first reported by CNBC.
The letter was an appeal for investment into Tiger Global’s next venture capital fund and called out the gains, so far, of its current fund. Those gains rested largely on its investments in hot companies like OpenAI, Databricks, and Waymo. In the letter, Tiger disclosed that Waymo is now providing 450,000 robotaxi rides per week — nearly double the amount it disclosed this spring.
That number will rise as the company continues its aggressive rollout strategy, too. Waymo, which provides commercial robotaxi service in five cities, has announced plans to launch in 12 additional cities in 2026, including Dallas, Denver, Houston, Nashville, and San Diego.
A Waymo spokesperson declined to comment.
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