Waymo has partnered with Uber to get its robotaxis into Atlanta and Austin, Texas. Now it’s teaming up with Lyft for the first time in a commercial deal to enter Nashville next year.
Lyft stock rocketed 20% higher on the news.
Riders in Nashville will be able to hail a Waymo robotaxi through the Waymo One app, and Lyft will add Waymo robotaxis to its platform over time, the companies said in a joint statement on Wednesday.
Lyft “will provide end-to-end fleet management services including vehicle readiness and maintenance, infrastructure, and depot operations in Nashville,” for the Waymo fleet, the companies said.
Waymo, which is owned by Alphabet, has taken a big lead in the U.S. robotaxi market, launching in Phoenix, San Francisco and Los Angeles, as well as Austin and Atlanta. It surpassed 10 million paid trips in May, and has plans to start commercial operations next year in Miami, Washington, D.C., Dallas, Denver, and now Nashville.
Source: https://www.cnbc.com/2025/09/17/waymo-and-lyft-parto-bring-robotaxi-service-to-nashville.html
Lyft stock soars 20% on Waymo Nashville robotaxi deal
byu/Puginator instocks
Posted by Puginator
2 Comments
Lyft becoming backend ops for waymo. Neat.
Long GOOG
Big pop for Lyft, but 20% feels more like a hype premium than a fundamental shift. Waymo’s the real winner here long-term, since they’re scaling fast and already way ahead in the robo game. Lyft’s still gotta prove this deal translates into steady revenue, not just a one-day sugar high.