Spyke

The expansion into four more markets marks a significant step toward Waymo’s goal to surpass 1 million weekly paid trips by the end of 2026.

A back of an envelope calculation ( 3 trips per hour, 120 per week, 6k PA) - suggests this is replacing about 8,500 human drivers; still a modest amount.

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That mostly aligns with us knowing they currently have an active fleet size of around 3,000 and are doing 400,000 weekly trips which would suggest a million requires a fleet of about 7500 vehicles.

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Waymo’s robotaxis now being dispatched in 10 major U.S. markets with expansion in Texas and Florida | Spyke