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Waymo begins deploying next-gen Ojai robotaxis to extend its U.S. lead
CNBC· 2026-02-12 16:00
Core Insights - Waymo has launched its sixth-generation driverless system for robotaxi rides, initially for employees in the San Francisco Bay Area and Los Angeles, with plans for public access later this year [2][3] Group 1: Technology and Fleet Expansion - The sixth-generation Waymo Driver utilizes more cost-effective parts and is designed to handle harsher weather conditions compared to previous versions, marking a significant upgrade in technology [2] - Waymo aims to extend its lead in the U.S. market by upgrading its driverless technology and expanding its fleet [2][3] - The new system will serve as the primary engine for Waymo's next phase of expansion [2] Group 2: Market Position and Competition - Waymo currently offers fully autonomous robotaxi services in six U.S. markets and plans to begin operations in London later this year [4] - Competitors such as Amazon-owned Zoox and Tesla are testing their driverless systems but have not yet launched widespread driverless ride-hailing services [4] - Chinese companies like Baidu-owned Apollo Go and WeRide are expanding internationally at a faster pace than Waymo [5] Group 3: Strategic Partnerships and Concerns - Waymo's decision to use vehicles from Chinese automaker Geely has raised concerns among GOP lawmakers regarding national security [5][6] - Waymo has assured that it will not share its autonomous driving technology or rider information with Geely's subsidiary, Zeekr, which provides the base vehicles [6] Group 4: Vehicle Specifications - The Ojai vehicle, which is part of Waymo's fleet, features a boxier design with a lower step and higher ceiling compared to existing models, while maintaining a similar footprint to the Jaguar I-PACE [8]