Investor letter reveals skyrocketing growth of Waymo’s robotaxi rides

A leaked investor letter from Tiger Global Management reveals that Waymo, Alphabet’s self-driving car subsidiary, has nearly doubled its weekly robotaxi rides since earlier in 2025. Previously, Waymo reported providing 250,000 rides per week across five cities—Atlanta, Austin, Los Angeles, Phoenix, and the San Francisco Bay Area. The new figure disclosed in the letter shows Waymo now offers approximately 450,000 robotaxi rides weekly, highlighting significant growth in its autonomous ride-hailing service. This surge in rides is attributed to Waymo’s aggressive expansion strategy. The company plans to launch its commercial robotaxi service in 12 additional cities in 2026, including Dallas, Denver, Houston, Nashville, and San Diego, which is expected to further increase ride volumes. While Waymo declined to comment on the letter, the data underscores the company’s rapid scaling and growing presence in the autonomous vehicle market, contributing to Tiger Global’s investment gains alongside other tech firms like OpenAI and Dat