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Robotics

The full thread of our Waymo coverage — a running record of every development we've tracked, with the VC take on each.

4
Stories
4
With a headline figure
Jun 19, 2026
Since

Coverage Timeline

newest first
  1. Jun 29, 2026BIG TECHWaymo and Uber Quietly End Their Phoenix Robotaxi PartnershipPartnership ends→
  2. Jun 21, 2026BIG TECHA New Robotaxi Scorecard Shows China's Dominance in Autonomous Ride-HailingChina leads AV race→
  3. Jun 19, 2026IPOJapan's Go Surges 21% in the Country's Biggest 2026 IPO, Then Races Toward Robotaxis¥88.6B IPO→
  4. Jun 19, 2026IPOJapan's Top Taxi App Go Raises $580M in Tokyo's Biggest IPO of 2026, Betting the Proceeds on Robotaxis~$580M→

All Coverage

BIG TECHPartnership ends

Waymo and Uber Quietly End Their Phoenix Robotaxi Partnership

Waymo robotaxis are no longer bookable on Uber's app in Phoenix, ending a nearly three-year partnership in the city where the deal began. Both companies framed it as a planned contract expiration -- Waymo has folded the vehicles back into its own Phoenix fleet, available through the Waymo app, while Uber is preparing to name a new autonomous-vehicle partner in the market. The split lands as the two firms prepare to compete head-to-head in London.

Jun 29, 2026
BIG TECHChina leads AV race

A New Robotaxi Scorecard Shows China's Dominance in Autonomous Ride-Hailing

A new industry scorecard tracking global robotaxi deployment puts Chinese operators clearly out front on scale, cities covered and rides delivered, according to TechCrunch's Mobility report. As US players like Waymo expand methodically, the data suggests China's combination of permissive rollout and domestic competition is compounding into a real lead.

Jun 21, 2026
IPO¥88.6B IPO

Japan's Go Surges 21% in the Country's Biggest 2026 IPO, Then Races Toward Robotaxis

Go, Japan's dominant ride-hailing app, jumped 21% in its Tokyo debut after a 25x-oversubscribed ¥88.6 billion offering -- the country's largest IPO of 2026 -- and is now steering the proceeds toward Waymo-powered robotaxis and acquisitions. It's a rare profitable, category-leading tech listing, and a signal that the IPO thaw has gone global.

Jun 19, 2026
IPO~$580M

Japan's Top Taxi App Go Raises $580M in Tokyo's Biggest IPO of 2026, Betting the Proceeds on Robotaxis

Go Inc., Japan's dominant ride-hailing app, raised about $580 million in the country's largest IPO of the year and jumped as much as 21% on its Tokyo debut. The Goldman-backed offering was 25x oversubscribed, and Go is funneling the proceeds into robotaxis -- a Waymo partnership aimed at Japan's worsening driver shortage.

Jun 19, 2026
@Trace_Cohen·t@nyvp.com