Zoox Launches Robotaxi Service in San Francisco, Competing with Waymo

Amazon-owned Zoox initiated limited free robotaxi rides in San Francisco on November 18, 2025, via its invite-only Zoox Explorers program. This marks Zoox’s entry into the competitive autonomous ride-hailing market in SF, directly challenging Waymo (Alphabet’s autonomous vehicle unit).

• Fleet Size
  : 50 vehicles operating across San Francisco and Las Vegas.
• Access
  : Invite-only program offering free rides to selected users.
• Future Plans
  : Aim to eliminate waitlists by 2026 and secure regulatory approval for paid services.

Zoox’s launch places it in direct competition with Waymo, which already operates robotaxi services in San Francisco. The key differentiator for Zoox is its purpose-built autonomous vehicle design, whereas Waymo uses retrofitted existing vehicles. However, Waymo has a larger market presence and more operational experience in the region.

Zoox will need to navigate regulatory hurdles to transition from free to paid services. This includes obtaining necessary permits from California’s Department of Motor Vehicles (DMV) and Public Utilities Commission (CPUC).

For Amazon, Zoox’s launch is part of its broader mobility strategy, potentially integrating autonomous rides with its e-commerce and delivery ecosystem. Success in SF could pave the way for expansion to other cities.

• Regulatory Delay
  : Slow approval processes could hinder the transition to paid services.
• Competition
  : Waymo’s established market position may limit Zoox’s initial adoption.
• Technical Challenges
  : Ensuring reliable autonomous operation in complex urban environments like SF remains a key challenge.

Zoox’s entry into the SF robotaxi market is a significant step for Amazon’s mobility ambitions. While the service is in early stages, its purpose-built design and Amazon’s backing position it as a credible competitor to Waymo. The coming years will be critical for Zoox to scale operations and gain regulatory approval for commercial services.