This Week in The Autonomy Economy™
Waymo’s Grand European Ambitions
This Week in the Autonomy Economy, America celebrated 250 years of freedom and prosperity, while we uncovered Waymo and Uber’s divorce in Phoenix, just as we uncovered Waymo’s grand European Ambitions. Germany, France, Spain and now The Netherlands. Waymo clearly has grand European Ambitions.
As Waymo lays the groundwork for their grand European expansion, we will be covering it and analyzing the data, from on-the-ground field reports to corporate filings to press announcements.
📰 Need to Know: This Week in the Autonomy Economy
What are Waymo’s new plans for European expansion?
Waymo is quietly laying the corporate infrastructure for a massive, highly orchestrated expansion across Europe. Over just a few weeks in June 2026, the company registered entities in four major European economies:
France: Registered a French entity on June 23, 2026, based in Paris for urban/suburban passenger transport.
Spain: Registered Waymo Iberia in Madrid on June 9, 2026 (the “Iberia” name strongly hints at future Portuguese expansion).
The Netherlands: Registered Waymo Netherlands B.V. in Amsterdam on June 12, 2026, handling transport support, computing infrastructure, and retail vehicle sales.
Germany: Operates Waymo Germany GmbH in Munich, which shares directors with the new Dutch entity.
What is the status of the partnership between Waymo and Uber?
The prominent partnership between Waymo and Uber has come to an end in Phoenix. This high-profile divorce raises immediate questions about whether their collaborative operations in other major markets, like Austin and Atlanta, will be next to dissolve.
Where did Tesla just debut its Robotaxi and Cybercab services?
esla officially went live with its Robotaxi service in Miami, specifically covering parts of Doral and Coral Gables. On-the-ground reports noted an incredibly smooth ride, though the initial fleet is tiny, consisting of just two Robotaxis and three Cybercabs leading to long wait times. Concurrently, Tesla’s Cybercab was spotted hitting the streets of Austin, uniquely branded for the “America 250” celebrations.
Why did VW suddenly terminate its autonomous driving partnership with Bosch?
VW has reportedly pulled the plug on its massive €1.5 billion partnership with Bosch for autonomous driving technology. The decision came after internal VW assessments concluded that the system being co-developed was simply no longer competitive in the rapidly evolving market.
How is the London Stock Exchange involved with autonomous vehicle tech?
Autonomous driving startup Wayve is set to launch an $85 million employee stock tender offer on the London Stock Exchange Group’s new PISCES private market platform. This move serves as the first major real-world test for the UK government-backed system, which aims to revitalize capital markets by making it easier for private tech companies to trade shares.
What’s Moving the Markets
Waymo’s Grand European Ambitions
Waymo has grand European ambitions, and to realize those ambitions, the company is quietly building the corporate infrastructure to scale a robotaxi business across the European continent.
The paper trail currently spans four countries, Germany, France, Spain and the Netherlands. We were the first to uncover Waymo’s corporate business filings in France, Spain and now the Netherlands. It’s been three days since we posted the details of Waymo’s plans for France and Spain on X, yet no major international media outlet has picked up the story. Now, how long will it take for the international media to catch up?
It does not matter. We were ahead of every major international outlet, and being ahead of the market is something we pride ourselves on. Hence our AUTNMY AI tagline: Right now, somewhere, a company is making a move in plain sight. Most will not notice for months. We already have.
Perhaps U.S. media outlets took off for the 4th of July while international outlets enjoyed a long weekend. No matter the reason, the autonomy economy never stops moving, and we are always looking for signals in the market.
Sometimes those signals surface at the most inconvenient times, other times they show up at exactly the right one. No matter the time, our proprietary OMEGA intelligence model is always looking for the needle in the haystack.
This week, we uncovered that Waymo registered a French entity on June 23, 2026, with its declared business sector listed as urban and suburban passenger transport and its head office in the 8th arrondissement of Paris.
In Spain, we uncovered that Waymo registered Waymo Iberia on June 9, 2026, in Madrid, with registration pending at the Registro Mercantil de Madrid. The name Iberia carries its own signal, a hint that Waymo may be planning to expand into Portugal as well.
Then in the Netherlands, we uncovered that Waymo registered Waymo Netherlands B.V. in Amsterdam on June 12, 2026, entered in the Dutch business register three days later, covering the following activities: retail sale of motor vehicles, service activities incidental to land transportation, other support activities for transportation, and computing infrastructure and data processing.
The Dutch filing also lists the sole shareholder of Waymo Netherlands B.V. as Waymo LLC, with the same directors named on Waymo’s German filing, Waymo Germany GmbH in Munich. This is not a scattering of independent filings. This is a highly orchestrated European expansion.
Four entities, four European economies, all inside a few weeks in June. This is not a company with small ambitions. This is a company with grand European ambitions.
Our Take: Waymo’s grand European ambitions are merely just beginning.
Waymo’s Planned European Expansion (As of July 5, 2026)
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The Road to Autonomy Robotaxi Index
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Piquing Our Interest
Wayve to Trade on London Stock Exchange’s PISCES Private Market Wayve is planning to launch an $85 million employee stock tender offer next week on the London Stock Exchange Group’s new private markets platform, marking the first major test for the government-backed system aimed at revitalizing the UK’s capital markets.
Waymo Begins Testing at Nashville International Airport (BNA) Waymo has begun supervised testing at the Nashville International Airport.
Waymo On Track to Launch Commercial Service in Denver Waymo remains on track to launch fully autonomous commercial operations by the end of 2026.
Hotboxing a Zoox Based on an interview with Chris Stoffel in Fast Company, it seems a lot of people like to get high, so high in a Zoox that they hotbox it. Is hotboxing a Zoox about to become the next TikTok or Instagram trend? Cueing Cheech and Chong.
St. Louis Taxicab Commission Updates Regulations to Allow Robotaxis The St. Louis Metropolitan Taxicab Commission has approved local regulatory guidelines for autonomous vehicles, establishing rules for insurance, remote oversight, and 24-hour emergency contacts as they prepare for robotaxi deployments in The Lou.
Autobrains Eyes European Robotaxi Growth Igal Raichelgauz, Founder & CEO of Israeli startup Autobrains expects 2026 and 2027 to be a major inflection point for robotaxis in Europe.
USMC Awards Overland AI Autonomous Ground Vehicle Contract The U.S. Marine Corps has awarded a $20 million production contract to Overland AI for “about a dozen” fully autonomous ground vehicles.
VW Reportedly Ends Bosch Autonomous Driving Partnership VW is reportedly terminating their €1.5 billion partnership with Bosch for autonomous driving technology after internal assessments concluded the system was not competitive.
Baidu Releases Monthly Apollo Go Update On June 30th, Baidu released a monthly update on its Apollo Go program, disclosing that the company has logged over 143,000 miles (230,000 km) of autonomous testing in Hong Kong.
Zelos and Autonomous Logistics Solution Secure Malaysia’s First L4 Autonomous Logistics Permit Chinese autonomous driving company Zelos, in partnership with Autonomous Logistics Solution, has received Malaysia’s first Level 4 public-road testing permit to deploy autonomous delivery vehicles in Cyberjaya.
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Trending on X
Robotaxi is LIVE in Miami
On the same day Cape Verde nearly knocked Argentina out of the World Cup, Tesla launched Robotaxi in Miami, and we were there in the middle of the action. The service area covers parts of Doral and Coral Gables. The ride was smooth, but as we found out on the ground, there are only two vehicles currently operating, so the wait times were extremely long. Next week, we will be releasing a Field Report.
Our take: Two Robotaxis and three Cybercabs. That is what we counted. Is this a sign of things to come?
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Waymo and Uber Divorce in Phoenix. Are Austin and Atlanta Next?
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the end of Waymo and Uber’s partnership in Phoenix, Tesla’s Cybercab hitting the streets of Austin branded for America 250 and Waymo’s “Because they’re everything” World Cup campaign.