Waymo: "Plans to grow its total fleet to over 3,000 vehicles by end of 2026"

Claims ledger

DEPLOY verdict: OpenCapacity claim · made 2026-01-01 · implied deadline 2026-12-31

“Plans to grow its total fleet to over 3,000 vehicles by end of 2026”

Claimed by Waymo

How DEPLOY assessed this

Mesa AZ factory opened (239K sqft). Fleet expansion underway with Jaguar I-Pace and new Ojai vehicle. 3,000 vehicle target is plausible given factory capacity but not yet confirmed.

Proof on file

Claim source: https://avmarketstrategist.substack.com/p/teslas-844b-roobotaxi-valuation-momentas

Waymo’s full claims ledger · Claim Integrity Index