- Waymo and Zoox expansion news at a glance - Why does Waymo's three-city launch matter? - Waymo's scale advantage is becoming measurable - Zoox has crossed from demonstration to paid service - Waymo vs Zoox vs Tesla: Who is leading the U.S. robotaxi race? - The five numbers that will decide the robotaxi winner - What Waymo's $126 billion valuation implies? - What Zoox means for Amazon stock? - Could robotaxis hurt Uber and Lyft? - Robotaxi safety is both a social issue and a financial metric - Key risks investors should not ignore - What investors should watch next? - Analyst view: Waymo leads, but the business model has not finished the race The U.S. robotaxi race has entered a more serious phase. Waymo is a company owned by Alphabet that develops and operates self-driving cars for passenger rides. It is no longer just proving that a driverless car can complete a carefully selected trip. It is trying to build a large autonomous ride network across 14 cities. Zoox is Amazon's self-driving car company. It has crossed a different but equally important threshold: its purpose-built robotaxi can now charge passengers in Las Vegas and serve airport trips while the company prepares to enter two more major markets. The investment question is therefore shifting from, "Can the technology work?" to, "Can these companies operate enough vehicles at high enough utilisation to justify the money already being spent and the valuations investors are assigning?" Let's break down what Waymo and Zoox announced, how far each company has progressed, what the economics may look like and which U.S. stocks give investors exposure to the autonomous driving race. Waymo and Zoox expansion news at a glance | Development | Waymo | Zoox | | Latest expansion | Began admitting public riders in