Waymo has launched a $29.99/month subscription tier called Waymo Premier, targeting its most frequent riders in San Francisco, Los Angeles, and Phoenix. The invite-only plan offers priority matching, up to five free cancellations per month, and 10% back in loyalty credits (Waymo Cash) on every trip. The move is a bid for recurring revenue from power users as Waymo's parent Alphabet faces widening losses in its Other Bets segment — $2.1 billion in Q1 2026. Waymo leads the US robotaxi market with no viable competitor at scale, having recently raised $16 billion at a $126 billion valuation. The subscription signals a shift toward loyalty-based monetization ahead of further fleet expansion, including a London launch later this year.
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