Physical State | The risk-data layer for a robotic world

Overview

Waymo is Alphabet's autonomous driving subsidiary. It operates the Waymo One robotaxi service in Phoenix, San Francisco, Los Angeles, Austin, and Miami, and runs Waymo Via for autonomous trucking. Spun out of Google's self-driving car project as a standalone Alphabet subsidiary in December 2016.

Audited Posture AssessmentPeer Percentile: 98.2%

Well-capitalized with $30.1B raised and recent funding activity. Strong deployment footprint with 41 operational sites across 48 countries. 136 incidents recorded in the past 90 days.

AV

Key Facts

Valuation$126B post-money (Feb 2026 Series D)

Funding raised~$27B lifetime ($16B Series D, Feb 2026, largest AV round ever)

Weekly rides~500,000 paid/week (targeting 1M by end-2026)

Ride volume15M in 2025; 20M+ lifetime

Autonomous miles127M+ fully autonomous

Safety claim (Waymo)90% fewer serious-injury crashes vs. humans (company-stated)

Operating markets~11 US metros (Waymo One)

VehicleJaguar I-PACE, 6th-gen Waymo Driver

Recent recallsSchool-bus passing; ~3,800-vehicle San Antonio flood recall

Active investigationsNHTSA (Santa Monica child injury); NTSB (TX school-bus)

wikidatahttps://www.wikidata.org/wiki/Q15330

wikipediahttps://en.wikipedia.org/wiki/Waymo

Hero image candidatehttps://upload.wikimedia.org/wikipedia/commons/c/cf/Waymo_self-driving_car_front_view.gk.jpg (source: Wikimedia Commons, license: CC BY-SA 4.0, Quality image)

Miami depot 1Operational depot in Wynwood District, Miami (verified, field-inspected 2026)

Miami depot 2Future depot adjacent to Miami International Airport (under preparation, 2026)

Austin depotOperations facility on Stassney near Burleson Rd, south of Ben White, Austin TX

Mesa manufacturing hubMagna retrofits Jaguar I-PACE vehicles for Waymo fleet in Mesa, AZ

IIHS safety ratingIndependent IIHS study: Waymo L4 driverless crash rate 68% lower than human drivers (July 2026)

Fleet size (July 2026)3,800+ vehicles across 10 cities

Valuation (Feb 2026)$126B — raised $16B to fund expansion

Uber partnership statusExploring exit — notified Uber of independent entry Jan 2028. Parted ways in Phoenix May 2026.

Austin/Atlanta disputeWaymo questioned cleanliness/routing of Uber-operated vehicles. Uber raised concerns about financial terms and weather-related unavailability.

Munich expansionFirst European robotaxi market — mapping/testing starts 2026, commercial targeted end 2027 (working with KBA for Level 4 approval)

City count (company Instagram Sep 2026)Waymo claimed on Instagram (Sep 18 2026) it is operating in 15 cities; curated registry metro count remains separate pending verification

Teen accounts Nashville (company Instagram Sep 2026)Waymo Instagram (Sep 22 2026) said teen accounts for ages 13-17 are now available in Nashville via linked parent/teen accounts. Company product claim

Transit rewards SF Bay (company Instagram Sep 2026)Waymo Instagram (Sep 22 2026) said Waymo Cash transit rewards for autonomous rides combined with public-transit connections are coming to the SF Bay Area in the coming weeks. Company product claim; launch not independently verified here

Transit rewards Visa $2.85 (reported Sep 2026)Reported (Electrek, The Verge, 22 Sep 2026): Waymo is expanding transit rewards so riders who link a Visa card and use the same card for a Waymo ride and public transit within two hours receive $2.85 in Waymo Cash. Rolling out first in San Francisco / the SF Bay Area after earlier SF (2024) and LA (2025) pilots; Visa-only for now per Electrek. Waymo head of sustainability Adam Lenz quoted via The Verge on bridging transit access. Cap: secondary press corroboration; company primary blog URL not located in this scan. Complements prior Instagram Bay Area transit-rewards claim without replacing it.

Caltrain station staging spaces (reported Sep 2026)Reported (The Verge, 22 Sep 2026): alongside the Visa transit rewards rollout, Waymo said it announced dozens of dedicated robotaxi staging spaces at Caltrain stations to cut wait times for train connections, with intent to expand staging and rewards to more cities over time. Cap: secondary press; company primary URL not located in this scan.

Claims & Reality Assessment

8 entries

Field Reality Assessment & Demo vs Capability Audit

• SAFETY CLAIM (WAYMO)
• 90% fewer serious-injury crashes vs. humans (company-stated)

Audited Corporate Claims Ledger

[OPEN]Capability
Claimed: Jul 23, 2026
Sources:claim source status evidence cite this claim
[OPEN]Capacity
Claimed: Jul 23, 2026
Sources:claim source status evidence cite this claim
[OPEN]Capacity
Claimed: Jul 22, 2026
Sources:claim source claim source status evidence cite this claim
[OPEN]Capacity
Claimed: Feb 11, 2026
“Waymo did 15 million driverless rides in 2025 (~288K/week average). Reaching 1M/week would require ~3.5x growth. Ojai launch and highway expansion may help, but 1M/week by year-end is ambitious. https://www.instagram.com/reel/DOOb0kkjMX9/?hl=en”
Sources:claim source status evidence cite this claim
[OPEN]
Sources:source source record
[OPEN]
Sources:source source record
[OPEN]
Sources:source record
[OPEN]
Sources:source record

Safety & Regulatory Posture

9 entries

Audited Incident & Recall FootprintLatest event: Sep 2026

36 recalls and 1266 incidents on record (5 catastrophic, 1 critical, 34 serious, 63 moderate, 1196 minor). Most recent: Sep 2026.

minor: 1196serious: 34critical: 1moderate: 63catastrophic: 5

Evidentiary Regulatory Filings & Recalls

other[active]other
other[active]other
us_nhtsa[recalled]us_nhtsa
May 6, 2026, 12:00 PM UTC
us_nhtsa[recalled]us_nhtsa
May 1, 2026
us_nhtsa[recalled]us_nhtsa
May 12, 2025, 12:00 PM UTC
us_nhtsa[recalled]us_nhtsa
Jan 1, 2025
us_nhtsa[recalled]us_nhtsa
Jun 10, 2024, 12:00 PM UTC
us_nhtsa[active]us_nhtsa
May 13, 2024, 12:00 PM UTC
other[active]other
Feb 28, 2022

Leadership & Founders

7 entries

Current Program Leadership & Executives

Tekedra MawakanaIR-verified

Co-CEO

Dmitri DolgovIR-verified

Co-CEO (technology)

Steve FielerIR-verified

Chief Financial Officer

Mauricio PenaIR-verified

Chief Safety Officer

Saswat PanigrahiIR-verified

Chief Product Officer

Vincent Vanhouckesecondary-verified

Distinguished Engineer

Founding Team

Sebastian Thrun[Founder]

cofounder · no longer at company · Stanford University · Dulo

Key Former Leadership (14 Tracked)

Andreas WendelPerception tech lead

Kirsty Lloyd-JukesCEO, Latent Logic (acquired by Waymo)

Jaime WaydoSystems engineer

Jiajun ZhuPrincipal software engineer (Google self-driving)

Dave FergusonPrincipal ML engineer (Google self-driving)

Chris UrmsonCTO (Google self-driving project)

Yao MaoqingResearcher (former)

Jaime Fernández FisacResearch Scientist

Josh LiuEngineer

Partnerships & Commercial Deployments

21 entries

Total Tracked17

Operating10

Announced6

Concluded0

Key Recurring Partners

Hyundai Motor Group1 · 2× joint · 6 total

Daimler Truck Holding AG4 · 1× joint · 3 total

Recent Verified Partnerships

Waymo x Las Vegas Raiders (Allegiant Stadium)Aug 13, 2026
MOST RECENT · Waymo x Las Vegas Raiders (Allegiant Stadium) · 2026-08-13 · with Las Vegas Raiders · JUST ANNOUNCED · Waymo x Hyundai Ioniq 5 robotaxi fleet · 2026-07-08 · with Hyundai Motor Group · OPERATING · Waymo x Element Fleet Management · 2026-06-15 · with Element Fleet Management · OPERATING · Waymo x Element Fleet · 2026-06-15 · with Element Fleet · JUST ANNOUNCED · Waymo x DoorDash · 2025-10-16 · with DoorDash · OPERATING

Operator Customers & Fleet Integrators

Waymo - 70 deploymentsWaymoMoove - 1 deploymentMoove

Patents & Intellectual Property

9 entries

Active IP Portfolio (9 Filings Tracked)

US12195013[granted]uspto
US11835951[granted]uspto
US9563199[granted]uspto
US9754490[granted]uspto
US9368026B1[granted]uspto
Filed: Apr 15, 2013Granted: Jun 28, 2016
US8954252B1[granted]uspto
Filed: Sep 25, 2012Granted: Feb 10, 2015
US9194168B1[granted]uspto
Filed: Jan 14, 2013Granted: Dec 1, 2015
US10769525B2[granted]uspto
Filed: Jun 12, 2015Granted: Sep 8, 2020
US9141107B2[granted]uspto
Filed: Mar 15, 2013Granted: Oct 20, 2015

Platform Models

5 entries

Waymo Driver (6th gen)[COMMERCIAL][2020–2026]

The sixth-generation Waymo Driver is Waymo's autonomous driving stack for fully autonomous robotaxi service.

robotaxis · 51 deployments

Risk Profile View spec

Ojai[COMMERCIAL][2024–2026]

Purpose-built robotaxi featuring the 6th-generation Waymo Driver with 13 cameras, 6 radars, 4 LiDARs, and sensor heaters/wipers/sprayers for all-weather operation.

robotaxis · 18 deployments

Risk Profile View spec

Waymo Jaguar I-PACE robotaxi fleet[2026]

Waymo's all-electric Jaguar I-PACE vehicles, the platform Waymo named for its Singapore launch.

robotaxis · 1 deployment

Risk Profile View spec

Zeekr RT (Ojai)[PRODUCTION][2026]

The Zeekr RT, later rebranded as Waymo Ojai, is a purpose-built electric robotaxi vehicle manufactured by Zeekr for Waymo's autonomous ride-hailing service.

robotaxis · 2 deployments

Risk Profile View spec

Waymo Via (autonomous trucking)[PRODUCTION][2022–2025]

Waymo's autonomous-trucking program (Waymo Via), which applied the Waymo Driver to Class 8 trucks and ran supervised freight pilots with UPS, J.B.

food-service · 1 deployment

Risk Profile View spec

Deployments

72 entries

Incidents affecting Waymo

117 entries

Autonomy Stacks & Software

1 entry

Waymo DriverAutonomy Brain

Sectors & Applications

2 entries

Robotaxis/Service & Cobot Robotics/

FAQ

16 entries

What is Waymo?

Waymo is Alphabet's autonomous driving subsidiary. It operates the Waymo One robotaxi service in Phoenix, San Francisco, Los Angeles, Austin, and Miami, and runs Waymo Via for autonomous trucking. Spun out of Google's self-driving car project as a standalone Alphabet subsidiary in December 2016.

What does Waymo make?

Waymo has 4 robot models on the DEPLOY registry: Waymo Jaguar I-PACE robotaxi fleet, Ojai, Waymo Via (autonomous trucking) and 1 other (Waymo builds both physical robots and the AI that runs them).

Is Waymo publicly traded?

Waymo is not an independent public company; it has been acquired, per the DEPLOY registry.

Who competes with Waymo?

On the DEPLOY registry, peer companies to Waymo building in the same form factors include Tesla, Aurora Innovation, Nuro, Avride.

Who is the CEO of Waymo?

Tekedra Mawakana is the ceo of Waymo, per the DEPLOY registry.

How can I invest in Waymo?

Waymo has no separately traded stock; it has been acquired.

Where is Waymo headquartered?

Waymo is headquartered in Mountain View, CA.

How much funding has Waymo raised?

Waymo has raised approximately $27B in disclosed funding on record in the DEPLOY registry.

Who owns Waymo?

Waymo has been acquired and is no longer independently owned.

Where does Waymo operate robots?

Waymo operates 50 verified deployments, including at Singapore, Las Vegas, Nevada, USA, United States.

How many robots has Waymo deployed?

DEPLOY has 50 verified Waymo deployments on record at sites including Singapore, Las Vegas, Nevada, USA, United States. That is a count of distinct field deployments each backed by sourced evidence, not a manufacturer's claimed unit total; it updates as new sites are verified.

Is Waymo a top robotics company?

On DEPLOY's intelligence score, which blends verified deployments, funding, hiring, media, safety, and IP signals, Waymo ranks in roughly the top 2% of companies tracked by the registry.

When was Waymo founded?

Waymo was founded in 2009.

Are there any incidents involving Waymo?

1302 active incidents involving Waymo are on the DEPLOY registry. Each is a sourced, append-only record; retracted incidents are suppressed from this view.

Is Waymo safe?

Waymo has 1302 active incidents on record in the DEPLOY registry. 36 recalls and 1266 incidents on record (5 catastrophic, 1 critical, 34 serious, 63 moderate, 1196 minor). Most recent: Sep 2026. Retracted incidents are excluded from this count.

Do you tip a Waymo robotaxi?

No. Waymo explicitly states that fully autonomous rides do not require tipping. When riding via the Waymo One app there is no tip option. If you book a Waymo through Uber, the standard Uber tip prompt appears, but Waymo's own FAQ says tipping is not expected because there is no driver.