Demand Explosion — Robotaxi Usage Surging

Waymo on track toward:1M+ paid rides per week by end of 2026
Already operating across:SF, LA, Phoenix, Austin, Atlanta, Miami
But…
Increased scrutiny:Federal investigations (school bus incident)
Urban congestion + vehicle stoppage concerns 
Investor insight:
Demand is real
But scaling friction (regulation + edge cases) remains the gating factor