Waymo Controls 100% of California's Paid Robotaxi Market
reed · x · 2026-08-24
Following CPUC approval on August 14, 2026, extending fare-collecting authority across 18 counties, Waymo is the only company operating a paid commercial robotaxi service in California. The report highlights Waymo's sophisticated playbook in the autonomy economy, emphasizing that controlling permits is key to controlling destiny.
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