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Waymo operates robotaxis in 15 U.S. cities and averages 500,000 weekly rides, but 80% of its fleet sits in California and Texas. The company is rapidly scaling in Texas with Chinese-built Ojai minivans, betting they'll cut costs despite import tariffs eating into savings.
- Waymo's 4,000-vehicle fleet is heavily concentrated: 80% in California and Texas, with the remaining 800 spread across Arizona, Florida, and other states
- Texas fleet surged 49% in just three weeks (reaching 1,102 vehicles as of late September), driven by new Ojai minivans that now comprise about a third of the state's robotaxis
- The Ojai minivans are Chinese-built Zeekr vehicles retrofitted with Waymo's self-driving system in Arizona, designed to reduce costs and enable scale, but tariffs are currently offsetting savings