Overview

• Public rides are set for 2026, with hails starting in the Waymo One app and later expanding to the Lyft app.
• Lyft’s Flexdrive will handle end‑to‑end operations, including maintenance, charging and depot management, and will build a dedicated AV facility.
• Waymo expects the Nashville fleet to grow to hundreds of vehicles over time, with local testing ramping up ahead of launch.
• This is Waymo’s first commercial deployment on Lyft’s network, complementing existing Uber integrations in Phoenix, Austin and Atlanta.
• The announcement moved markets, with Lyft shares jumping roughly 11%–16% and Uber slipping about 4%–5% on Wednesday.