Waymo registered entities in France, Spain, Netherlands, and Germany within weeks in June 2026, signaling coordinated European expansion plans. Separately, Waymo-Uber's Phoenix partnership ended, raising questions about their collaborations in Austin and Atlanta.

Waymo's partnership with Uber appears to be ending as autonomous rides disappear from Uber's Phoenix platform after 1,100+ days. Waymo quietly established a German subsidiary months ago and is aggressively expanding into Europe, setting up direct competition with its former partner in international markets.

The author launched "Road to Autonomy Indices" tracking commercial viability of AV companies across robotaxis, licensing, trucking, and delivery using six metrics refreshed bi-hourly. They argue Washington D.C.'s proposed AV regulation mirrors 1880s dairy protectionism, suggesting incumbent operators are using regulatory capture to block competition.

EU nations are welcoming Chinese AV companies (Baidu, WeRide, Pony AI) into testbeds across roughly 25% of member states. However, the EU's precedent of retroactively banning Chinese telecom infrastructure (Huawei/ZTE) on cybersecurity grounds suggests similar regulatory reversal could eliminate this beachhead. Separately, Volvo targets Q1 2027 for removing safety drivers from commercial trucks.

Ferrari denies autonomous vehicle plans, but history shows they reverse "never" positions when profit potential is clear—having previously rejected then launched SUVs and EVs. Uber aggressively expands autonomous partnerships across Europe ahead of Waymo, though strict EU regulations will determine the winner.

Bipartisan BUILD America 250 Act creates first unified federal framework for autonomous trucks, replacing fragmented state regulations. Tesla's FSD subscriptions surged 44% QoQ to 476K users, generating $565M annual run rate, while autonomous trucking gains regulatory clarity for national scaling.

UK political upheaval threatens Uber and Lyft's plans to deploy Chinese-made Baidu RT6 robotaxis in London. Reform UK's election gains give Nigel Farage leverage to pursue a Huawei-style ban on Chinese autonomous vehicles as national security threats, potentially disrupting both companies' UK expansion strategies.

Bot Auto launched fully autonomous commercial trucking between Houston and Dallas (231 miles, no human driver), successfully navigating complex interchanges. China suspended new autonomous driving licenses after 100+ Baidu robotaxis simultaneously stopped in Wuhan, though Chinese firms continue international expansion. Tesla FSD hit 10 billion miles driven.

Mobileye claims a unique regulatory advantage for robotaxis in Europe, but credibility is challenged by past missed deadlines and Waymo's parallel EMEA expansion. Meanwhile, Tesla's Cybercab production has begun with infrastructure permits signaling serious operational buildout beyond hardware.

Japan targets 25% of global AV market by 2030s to address labor shortages, making Toyota-Waymo partnership critical to watch. California robotaxi rides surged 500% to 1.2M in 19 months, providing proof-of-concept as China observes scaling dynamics.

NYC revoked Waymo's testing permits despite 92% crash reduction data, delaying commercial launch until 2029. Meanwhile, Waymo launched Nashville service and expanded operations in Chicago and DC, demonstrating momentum in other markets unaffected by NYC's political decision.

Waymo is testing in Tokyo and may launch robotaxis there in months, potentially making it Waymo's first Toyota-exclusive market. Meanwhile, Baidu's Apollo Go robotaxis halted in Wuhan due to unexplained "system malfunctions," highlighting opacity around Chinese AV safety versus Waymo's transparent reporting.