Alphabet(US:GOOGL) Zhi Tong Cai Jing·2026-02-03 00:41Group 1 - Waymo has completed a funding round of $16 billion, resulting in a post-money valuation of $126 billion, reflecting its rapid rise as a leader in the robotaxi sector [1] - The funding round was led by new investors including Sequoia Capital, DST Global, and Dragoneer Investment Group, with participation from other notable investors [1] - Waymo's co-CEOs stated that the funding will enable the company to advance its development at an unprecedented pace while maintaining industry-leading safety standards, with a focus on global scaling [1] Group 2 - Competitors are primarily in limited pilot phases, with Tesla operating a small fleet in Austin and Amazon's Zoox deploying a small fleet in Las Vegas [2] - Despite Waymo completing approximately 20 million rides by 2025, its scale remains relatively small, with single-vehicle costs estimated to be two to three times that of Tesla, limiting fleet expansion [2] - Waymo currently provides over 400,000 paid rides weekly and plans to expand its fleet and recruit more employees globally [2]