TL;DR: Between May 2025 and May 2026, Waymo’s recall-scope count of autonomous cabs rose from 1,212 vehicles to 3,791 vehicles.
That is more than a 3x increase in the Waymo fleet size in roughly one year, a major acceleration that dwarfs Tesla’s faltering Robotaxi rollout.



As someone that lives in the Bay Area - Waymo are always more expensive than Uber and Lyft. Lyft is usually a bit cheaper than Uber. Waymo’s R&D costs are very high so they’re likely trying to recover some of that money. People are still willing to pay, at least at the moment, because it’s still a somewhat unique experience.
You see them even in small suburban streets now, as they extended their service area quite a bit a few months ago. They’re available from San Francisco all the way to San Jose.