Waymo Growth Playbook
Most experienced driver.
Miles
Billions
Strategy
Safety
The Spark
Google X moonshot project aimed at full autonomy.
The Growth Engine
The 'Zero-Driver' Tourist Flywheel: Waymo's growth engine is based on the tactical implementation of 'Phased Geofencing'. Their growth engine is the 'Rider Experience'—delivering the first truly driverless commercial taxi service in markets like SF and Phoenix. By achieving 'Level 4' autonomy in controlled areas, they created a viral 'Tourist Attraction' effect where people visit cities specifically to record their first autonomous ride. This high-status social proof creates massive demand for expansion, turning every successful ride into a PR moment that pressures local regulators to grant further permits.