"It seems like a day doesn't go by without Waymo making some kind of expansion announcement. Detroit, Las Vegas, Nashville, San Diego, and Washington, D.C., are just a few of the cities the company plans to bring its robotaxi to in the coming months. But as I have argued in this newsletter before, there is another "expansion" I think is more important."
"Freeways. And now after years of testing and development, the company's commercial robotaxi service is using freeways around the San Francisco Bay Area, Phoenix, and Los Angeles. This is a critical expansion for the company. It's the concrete and asphalt connective tissue in sprawling metro areas like the Bay Area. This new freeway access is fueling Waymo's expansion in that region, which is now 260 square miles and encompasses Silicon Valley and San Francisco."
"Robotaxi rides can have more efficient routes too. Waymo told me it will reduce ride times by up to 50%. And using freeways is also essential for Waymo to offer rides to and from the San Francisco Airport, a location the company is currently testing in. That freeway-to-airport moment will be the big unlock for Waymo. But will it be enough to help push it in the black? Until someone over there slides me their balance sheet, I can't say."
Waymo's commercial robotaxi service now uses freeways in the San Francisco Bay Area, Phoenix, and Los Angeles, enabling faster, more efficient routing. Bay Area coverage expands to 260 square miles including Silicon Valley and San Francisco. Freeway access can reduce ride times by up to 50% and is critical for testing rides to and from San Francisco Airport, a potential major unlock. Economic viability remains uncertain pending profitability. Additional mobility news includes Einride pursuing a SPAC, deals involving Harbinger and Teradar, Via's first earnings results, a looming Rad Power Bikes shutdown, and a Tesla poll and possible Lucid CEO replacement.
Read at TechCrunch
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