The Driverless Download

Research evidence excerpt

The Driverless Download

Global Research

10 July 2026ab

The Driverless Download Equities

Americasv2026.27

Automobiles

Joseph Spak, CFA

Waymo News Analyst

Expanding to 4 new US markets. The company will begin introducing fully joseph.spak@ubs.com

autonomous ride services in San Diego, Las Vegas, Tampa, and Denver, with initial +1-212-713 3089

access limited to employees before a broader public rollout. The company Robert Saltzman

currently operates driverless ride-hailing services in more than 10 cities with Analyst

reported a fleet of approximately 4,000 robotaxis as of May. The expansion follows robert.saltzman@ubs.com

plans announced previously and comes as other autonomous vehicle developers, +1-212-713 2992

including Tesla and Zoox, continue to extend testing and service availability in Alejandro Nuno

additional U.S. markets (Source). Associate Analyst

alejandro.nuno@ubs.com

Begins testing in Orleans and Jefferson parishes in Louisiana, with vehicles +1-212-713 3886

currently operating under human supervision as the company maps local roads

Gabriel Gonzales, CFA

and evaluates conditions for future driverless service. The testing is part of

Associate Analyst

Waymo’s broader expansion efforts and does not yet involve commercial gabriel.gonzales@ubs.com

autonomous rides (Source). +1-212-713 4866

Advances to autonomous testing in Sacramento (Source). Patrick Hummel, CFA

Analyst

Turns in teens who were drinking, shooting Orbeez from robotaxi in San patrick.hummel@ubs.com

Mateo (Source). +41-44-239 52 54

Cars stranded on SF streets as July 4th gridlock drains batteries (Source). Paul Gong

Looking into vehicles driving over fireworks in SF, including 1 that caught paul.gong@ubs.com

fire (Source). +852-2971 7868

Kohei Takahashi

Tesla News