Waymo is accelerating its rollout of robotaxis in the U.S., adding four new cities in Texas and Florida recently as self-driving technology pushes into mainstream America.
Why it matters: Armed with $16 billion in fresh capital from parent Alphabet and others, Waymo is quickly extending its lead over other players like Tesla and Amazon-owned Zoox, which are still mostly in testing mode.
A limited fleet of its cars learned the city's roads last year, Waymo says. The robot cars found "the Big Easy easy to navigate."
By the numbers: Now in 10 cities, Waymo has doubled the number of markets it serves in a matter of months.
It's laying the groundwork for service in at least 20 cities, and is on track to provide more than 1 million driverless rides per week by the end of the year.
It has about 3,000 robotaxis deployed nationwide, more than one-third of them in the San Francisco Bay area.
What we're watching: Waymo's robotaxis are adapting quickly to new markets, but basic operational challenges — such as charging and maintenance — could constrain growth.