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Waymo Plans Major Expansion Despite Federal Probe into School Bus Violations

Alphabet’s robotaxi division continues its nationwide push, aiming for one million rides per week by 2026 — but faces regulatory scrutiny amid school bus safety concerns.


Waymo Adds Philadelphia to Robotaxi Map

Waymo has begun autonomous vehicle testing with safety operators in Philadelphia, marking its latest move toward expanding robotaxi services across the U.S.

  • The company will also begin manual driving data collection in Baltimore, Pittsburgh, and St. Louis, a preliminary step before launching autonomous operations.
  • No timeline has been given for commercial service launches in any of the new cities.

This brings the total number of U.S. cities in Waymo’s orbit — including live operations, testing, and prep work — to over 20.


A Step-by-Step Expansion Strategy

Waymo, an Alphabet-owned company, has taken a measured, city-by-city approach to scaling its robotaxi business.

  • In Atlanta and Austin, Waymo has partnered with Uber to accelerate adoption.
  • It is currently operating robotaxi services on freeways in Phoenix, Los Angeles, and the San Francisco Bay Area.
  • The company’s broader goal is ambitious: one million autonomous rides per week by the end of 2026.

Waymo typically begins its rollout in each new city with manual driving, followed by autonomous testing with safety drivers, and eventually driverless commercial operations.


Waymo’s Safety Claims — and the Reality Check

According to internal data, Waymo claims its autonomous vehicles operate at a safety level that is five times safer than human drivers.

However, recent incidents have cast doubt on some of those claims:

  • In Atlanta, a Waymo vehicle was filmed passing a stopped school bus — a violation that sparked concern.
  • Despite software updates, a follow-up KXAN investigation in Austin revealed multiple similar incidents where Waymo vehicles passed buses loading or unloading children.

The National Highway Traffic Safety Administration (NHTSA) is now conducting an investigation into Waymo’s behavior around school buses.

These incidents highlight the tension between Waymo’s safety messaging and real-world performance, especially in sensitive environments involving children and school zones.


What This Means for the Industry

Waymo’s expansion into Philadelphia and other East Coast cities represents both momentum and risk:

  • The company is building a nationwide footprint, essential to achieving operational scale and unit economics that work.
  • But regulatory scrutiny could slow that growth — especially if federal or state agencies impose additional oversight or operational restrictions in light of safety concerns.

Still, Waymo remains one of the most advanced players in the autonomous vehicle space, with deep capital reserves from Alphabet and a growing record of commercial deployments in cities like Phoenix, San Francisco, and Los Angeles.


The Road Ahead

As Waymo begins testing in Philadelphia and sets its sights on new markets, several questions remain:

  • Will Waymo launch commercial rideshare services in these cities independently, or through partnerships like those with Uber?
  • Can the company maintain public trust amid growing scrutiny over how its vehicles interact with real-world conditions like school zones?
  • And will it hit its goal of 1 million weekly rides by 2026?

For now, Waymo is continuing to expand at a steady pace — but its ability to scale safely and responsibly will be key to long-term success.

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