Overview
- The 450,000 figure, cited in a Tiger Global investor letter viewed by CNBC, roughly doubles the 250,000 weekly rides Waymo disclosed six months ago.
- The letter characterizes Waymo as the clear leader and claims its service is ten times safer than human drivers, according to the document reported by CNBC.
- Waymo has begun freeway operations in three cities and has outlined plans to launch service in about a dozen additional U.S. markets in 2026, including Dallas, Denver, Houston, Nashville, and San Diego.
- Tesla’s rival program is running smaller pilots, with executives citing about 250,000 miles in Austin and more than one million in the Bay Area.
- Waymo declined to comment on the leaked metric, and the company previously reported reaching 100 million fully autonomous miles in July.