This market will resolve according to the number of distinct cities in which Waymo’s ride-hailing service is publicly available, either through the Waymo One app or a partner platform such as Uber, as of December 31, 2026, at 11:59 PM ET. A city counts if riders can book a Waymo vehicle through either the Waymo One app or the Uber app at that time. Any taxi service available to the general public which operates without a human driver actively controlling the vehicle will count, regardless of membership or other financial restrictions. Limited pilot programs, internal employee testing, or invite-only service will not qualify. If Waymo describes a broader region (e.g., “Los Angeles County” or “San Francisco Bay Area”) as a single service area, it will count as one city/region for this market. The primary resolution source is official information from Waymo (see: https://waymo.com/rides/c), however a consensus of credible reporting may also be used.
Waymo’s recent commercial launches in San Diego, Las Vegas, Tampa, and Denver have pushed its operational footprint to approximately 15 U.S. metro areas as of mid-August 2026, aligning with the market’s leading 16-19 city bin at 47.5% implied probability. A $16 billion funding round earlier this year is accelerating scaling of its robotaxi fleet and mapping capabilities, supporting announced 2026 entries into additional markets such as Nashville, Washington D.C., and international sites including London. Traders appear to price in steady but measured progress, factoring in typical regulatory approvals, vehicle deployment timelines, and emerging operational challenges like edge cases that could constrain further additions before year-end.