Overview

• Alphabet CEO Sundar Pichai announced that Waymo may consider selling autonomous vehicles for personal ownership in the future as part of its long-term strategy.
• Waymo continues to lead the autonomous mobility market, with hundreds of operational robotaxis in U.S. cities and recent testing expansions to Japan.
• Partnerships with companies like Uber and Moove are central to Waymo's growth, with new collaborations planned for cities like Atlanta.
• Tesla remains a key competitor, planning to launch robotaxi services in Austin this summer and promising a $30,000 Cybercab for personal ownership by 2026.
• Waymo's robotaxis currently outnumber Tesla's, which has no operational robotaxis to date, highlighting a significant gap in deployment readiness.