Overview
- Tiger Global’s note, first reported by CNBC, cites roughly 450,000 weekly paid rides, and a Waymo spokesperson declined to comment.
- The level is nearly double the 250,000 weekly rides Waymo publicly disclosed six months earlier.
- Tiger Global characterized Waymo as the clear leader in autonomous driving and claimed its service is 10 times safer than human drivers.
- Waymo has expanded operations this year, including debuting freeway driving in three cities and moving into markets such as Miami, Dallas, Houston, San Antonio, and Orlando.
- The company has announced plans to launch in 12 additional cities in 2026, as the growth is framed against Tesla’s more limited pilots in Austin and the Bay Area.