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Waymo With Bay Bridge
Waymo with the Bay Bridge in the background in San Francisco, California (Smith Collection/Getty Images)

Mapped: Where Google’s Waymo is, will be, and might go

Waymo is operating more than 2,000 autonomous vehicles and testing in many markets. Meanwhile, Tesla’s autonomous operations are tiny, but its ambitions are huge.

As Tesla stakes its future on autonomous cars and as self-driving competitors like Amazon’s Zoox start popping up, Google’s Waymo remains the elephant in the room.

Currently, Waymo is publicly operating more than 2,000 autonomous vehicles in five markets — Los Angeles, Atlanta, Austin, Phoenix, and the San Francisco Bay Area — and the company already intends to launch in five more: Dallas, Denver, Miami, Seattle, and Washington, DC.

It has also tested, or is currently testing, the service in a dozen other markets. We’ve comprehensively mapped Waymo’s operations for the first time, showing that the service has quietly made inroads across the country:

Meanwhile, Tesla CEO Elon Musk is pushing to surpass Waymo with the flip of a switch, as he theorizes that once the technology is tested sufficiently, many Teslas can drive themselves autonomously with the parts and software they already have.

“I think we’ll probably have autonomous ride-hailing in probably half of the population of the US by the end of the year,” Musk said on the company’s earnings call in July.

Tesla currently operates approximately 30 autonomous ride-hailing vehicles in Austin with safety monitors sitting in the passenger seat. The company is also operating a more traditional ride-hailing service in the Bay Area, where people can pay to be driven around by a person in the driver’s seat using the company’s supervised full self-driving tech.

While the public can download the app and join the waitlist for both, the company hasn’t stated how many people it’s allowing to use the program. (I’m still on the waitlist.)

Musk has repeatedly said Tesla will be able to scale its autonomous driving service far faster than Waymo, as Tesla owners will be able to add their personal vehicles to the robotaxi network for extra income. On the last earnings call, he pegged that milestone for “next year.”

But for now at least, Waymo is far in the lead.

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Google joins Apple, Microsoft, and Nvidia with a $3 trillion-plus valuation

Today, Google became the fourth company to surpass a $3 trillion market cap, joining the likes of Nvidia, Microsoft, and Apple. Google’s shares were up 4% in early trading, pushing the company over the $3 trillion milestone. The stock has been on a tear following a federal court ruling earlier this month that avoided some of the worst-case antitrust scenarios regarding its search monopoly, including breaking up the company. And earlier today Citigroup raised its Google price target to $280 from $225, citing “an accelerated product development cycle that is beginning to emerge with greater Gemini adoption across both its Ads and Cloud businesses.”

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Apple is packing a growing number of self-built custom chips into its gadgets

Fifteen years ago, Apple started on a journey to build its own custom chips. Today, more and more core functions are running on Apple silicon.

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Tesla turns positive for the year

Tesla shares surged Monday after CEO Elon Musk disclosed buying more than $1 billion worth.

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Snap and Meta fall as Trump hints at TikTok deal, Bessent says framework for an agreement has been reached

Snap fell more than 1% premarket while Meta dropped about 0.5% after President Donald Trump hinted on his social media platform, Truth Social, that a TikTok deal was reached during the European trade meetings. “A deal was also reached on a ‘certain’ company that young people in our Country very much wanted to save,” he wrote. “They will be very happy!”

Treasury Secretary Scott Bessent was more explicit, telling reporters in Madrid that a framework for a TikTok deal has been reached, according to Bloomberg.

Trump said he would speak with Chinese leader Xi Jinping on Friday.

Back in 2024, a bipartisan group of lawmakers agreed that TikTok was such an unspeakable threat to American security that it had to be outlawed or sold to an American buyer. Since then, Trump has thrice pushed back the deadline for the deal, saving the app from going dark.

As Sherwood News’ Nate Becker has noted, Oracle is a likely contender to buy or run TikTok.

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