Alphabet's Waymo appears to have hundreds of robotaxis staged in California, showing it can scale fleet operations quickly; competition and regulation still pose risks.
Waymo having hundreds of robotaxis parked and ready lets Alphabet scale rides quickly. That concretely raises the chance Waymo can ramp service and generate fares, though rivals and regulators remain relevant risks.
Tesla faces regulatory scrutiny over its Cybercab after NHTSA's special order, which could slow its robotaxi rollout and add compliance hurdles.
Uber is preparing an autonomous-vehicle pilot in Tokyo in late 2026, signaling operational expansion into robotaxi services amid growing market demand.
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