Trader consensus heavily favors 12-15 cities for Waymo by year-end, reflecting its current footprint of 15 US metros with public driverless robotaxi service as of mid-October 2026. Recent September launches in Las Vegas (the 15th market), plus full public access in Denver, San Diego, and Tampa, capped a rapid 2026 expansion wave enabled by sixth-generation Zeekr vehicles and a new $5 billion debt facility for fleet growth. Additional candidates like Detroit and Washington DC remain in testing or face regulatory hurdles, with limited time left for approvals and operational ramp-up before December 31. The market-implied odds capture this pace while acknowledging potential for one or two more launches if pending city council votes or permits accelerate.