Investor letter reveals explosive growth in Waymo’s automated rides

Six months ago, Waymo revealed that it was providing 250,000 robo-taxi rides per week across its service areas, an ever-growing list that includes Atlanta, Austin, Los Angeles, Phoenix, and the San Francisco Bay Area.

The Alphabet-owned self-driving company has remained coy since then, simply stating that it provides hundreds of thousands of weekly rides. Now, we have a more solid understanding of these weekly flight numbers, thanks to a leaked letter from Tiger Global Management to investors that was first reported by CNBC.

The letter was a call to invest in Tiger Global’s next venture capital fund and talked about the gains its current fund has made so far. These gains were largely based on its investments in blockbuster companies such as OpenAI, Databricks, and Waymo. In the letter, Tiger revealed that Waymo now provides 450,000 robo-taxi rides per week — nearly double the amount it disclosed this spring.

This number will rise as the company continues its aggressive IPO strategy as well. Waymo, which offers commercial taxi service in five cities, announced plans to launch in 12 additional cities in 2026, including Dallas, Denver, Houston, Nashville and San Diego.

A Waymo spokesperson declined to comment.