Investor Ross Gerber says he may have found a "secret" lot containing hundreds of Waymo‘s autonomous vehicles in California, suggesting the Alphabet Inc.-backed (NASDAQ:GOOG) (NASDAQ:GOOGL) robotaxi company could be preparing to scale its fleet.
Waymo Fleet Expansion on the Horizon?
In a post on the social media platform X on Wednesday, Gerber shared a picture of Waymo vehicles, including the “Ojai” Robotaxis parked in a lot in California.
“I found a secret lot today snooping around Santa Monica,” Gerber said, adding that there were hundreds of vehicles ready to be deployed. “Something crazy is about to happen,” the Gerber Kawasaki Wealth Management co-founder said in the post.
In a separate post, the investor expanded on his earlier post. “Looks like Waymo is moving into big time scale mode,” he said. On the other hand, Gerber remained skeptical about Elon Musk-led Tesla Inc.‘s (NASDAQ:TSLA) Cybercab, which was wasting time because “they [Tesla] didn’t apply for an exception for having no brake pedal.”
NHTSA Demands Tesla Cybercab Answers Under Oath
The National Highway Traffic Safety Administration (NHTSA) issued a special order for Tesla on September 10, saying that the company would be required to answer questions about the Cybercab under oath by September 30 as part of its examination of Tesla’s self-certification of the Cybercab following its Austin deployment.
Investor Gene Munster of Deepwater Asset Management, on the other hand, said that the NHTSA probe into the Cybercab operations was a “speed bump” for the Cybercab service earlier this month.
Waymo Enters Las Vegas
Recently, Waymo announced that it was rolling out its Robotaxi network in Las Vegas, touting its nearly 24-mile service area in the city. Waymo also said that it will expand its service to other parts of Clark County in the coming months. Waymo also says it will target a 2027 roll-out of its service in Tokyo.
Notably, ride-hailing giant Uber Technologies Inc. (NYSE:UBER) is preparing to launch an autonomous-vehicle pilot in Tokyo in late 2026.
Check out more of Benzinga’s Future Of Mobility coverage by following this link.
Photo courtesy: Shutterstock
Login to comment