September 2025 was a milestone month for Waymo in California: It reached 1,000,000 paid driverless rides. This represents a year-over-year increase of Waymo surpasses 1 million monthly rides in California Brandon Donnelly Nov 27 ShareSupport September 2025 was a milestone month for Waymo in California: It reached 1,000,000 paid driverless rides. This represents a year-over-year increase of ~182%, which is a pretty good sign that the technology works and that customers like it. (Note: The dramatic falloff in rides in June 2025 was because of anti-ICE protests and vandalism taking place in Los Angeles and San Francisco. The company decided to temporarily suspend operations.) This is still a small fraction of the traditional ride-hailing market, though. According to the California Public Utilities Commission, Uber and Lyft combined complete somewhere around 300-320 million passenger trips per year in the state. That averages out to roughly 25-27 million trips per month for context. Still, the writing is on the wall. AV usage is growing rapidly and I think it's only a matter of time until it supplants traditional ride-hailing, and perhaps even car ownership. Chart via Charlie Bilello SENT VIA PARAGRAPHYou're receiving this because you've subscribed to updates from Brandon Donnelly. 2010 El Camino Real Office 2350 Santa Clara, CA 95050 Manage your subscription