TL;DRWaymo launched a $29.99/month subscription called Waymo Premier. Invite-only in SF, LA, Phoenix. Offers priority matching and 10% loyalty credits per trip.
Waymo is launching a $29.99 per month subscription tier called Waymo Premier, targeting its most frequent riders in San Francisco, Los Angeles, and Phoenix. The plan is invite-only to start. Subscribers get prioritised matching, up to five free cancellations per month, and earn 10% back in loyalty credits, called Waymo Cash, on every trip.
“You spoke, and we listened to how we can offer an even more elevated experience for you, our top riders,” the Alphabet-owned company said in a blog post on Thursday.
The subscription is a play for recurring revenue from power users in markets where demand is highest. Waymo leads the US robotaxi market with 577 vehicles in Texas alone, compared to Tesla’s 42, and is expanding aggressively. A London launch is planned for later this year.
The 💜 of EU techThe latest rumblings from the EU tech scene, a story from our wise ol' founder Boris, and some questionable AI art. It's free, every week, in your inbox. Sign up now!Revenue matters. Alphabet’s Other Bets segment, which includes Waymo, lost $2.1 billion in Q1 2026, widening from $1.22 billion a year earlier. Revenue in the segment dropped to $411 million from $450 million. A subscription tier that locks in high-frequency riders helps close the gap between the cost of running an autonomous fleet and the revenue it generates.
