Tech
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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Amazon closes at all-time high

Fresh off strong earnings Thursday, Amazon saw its stock price end the week at a record closing high of $244.22.

The stock is up 10% so far this year.

The e-commerce and cloud giant beat analysts’ revenue and earnings, and its massive gain was responsible for more than all of the positive return delivered by the SPDR S&P 500 ETF on Friday.

tech
Rani Molla

Google uses an AI-generated ad to sell AI search

Google is using AI video to tell consumers about its AI search tools, with a Veo 3-generated advertisement that will begin airing on TV today. In it, a cartoonish turkey uses Google’s AI Mode to plan a vacation from its farm before it’s eaten for Thanksgiving.

Like other AI ad campaigns that have opted to depict yetis or famous artworks rather than humans, Google chose a turkey as its protagonist to avoid the uncanny valley pitfall that happens when AI is used to generate human likenesses.

Google’s in-house marketing group, Google Creative Lab, developed the idea for the ad — not Google’s AI — but chose not to prominently label the ad as AI, telling The Wall Street Journal that consumers don’t actually care how the ad was made.

Google’s in-house marketing group, Google Creative Lab, developed the idea for the ad — not Google’s AI — but chose not to prominently label the ad as AI, telling The Wall Street Journal that consumers don’t actually care how the ad was made.

tech
Rani Molla

Amazon, Alphabet, Meta, and Microsoft combined spent nearly $100 billion on capex last quarter

The numbers are in and tech giants Amazon, Alphabet, Meta, and Microsoft spent a whopping $97 billion last quarter on purchases of property and equipment. That’s nearly double what it was a year earlier as AI infrastructure costs continue to balloon and show no sign of stopping. Amazon, which reported earnings and capital expenditure spending that beat analysts’ expectations yesterday, continued to lead the pack, spending more than $35 billion on capex in the quarter that ended in September.

Note that the data we’re using here is from FactSet, which strips out finance leases when calculating capital expenditures. If those expenses were included the total would be well over $100 billion last quarter.

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