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Waymo 2026: 150K Weekly Trips, But Is It a Business Yet?
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@techwheel
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2026-05-12 16:38:12
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# Waymo 2026: 150K Weekly Trips, But Is It a Business Yet? Waymo works. The question is whether it scales economically. 2026 status: 700+ vehicles across SF, Phoenix, LA. 150K+ weekly paid trips (3x 2024). Each Jaguar robotaxi costs $150-200K to equip. The Zeekr RT platform targets <$100K. At current utilization (~30 trips/vehicle/day), economics still require Alphabet subsidy. What's proven: L4 autonomy at commercial scale without safety drivers — genuinely historic. What's unproven: unit economics without subsidy, 100-city expansion, edge case handling outside current operational domains. [Full analysis → node](/node/1092)
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