Waymo's Driverless Cars Begin Airport Service in San Francisco, Capturing Key Market from Rideshare Giants

Waymo’s driverless taxis are now picking up and dropping off passengers at San Francisco International Airport, a long-anticipated move that positions the company to capture a lucrative segment of the transportation market. The service, which began for select users on January 29, starts at the airport’s Rental Car Center, with passengers arriving via the AirTrain from the main terminals.

The launch follows a careful, months-long testing program that started last September. It represents a significant strategic win for Waymo, allowing it to compete directly for high-fare airport trips that have long been a backbone of Uber and Lyft’s business. In a blog post, Waymo co-CEO Tekedra Mawakana called airport access one of the service’s most requested features, particularly with major events like the Super Bowl and World Cup bringing millions of visitors to the region this year.

San Francisco Mayor Daniel Lurie and SFO Director Mike Nakornkhet welcomed the new option, framing it as a boost for the city’s economic recovery and its reputation for innovation. The service expands Waymo’s existing airport operations in Phoenix and San Jose.

The financial stakes are considerable. Airport rides often cost two to three times a standard urban fare. Industry data cited in recent reports indicates Waymo has already gained significant ground in San Francisco, matching Lyft’s market share and cutting into Uber’s dominance. The company is reportedly aiming for $1 billion in revenue this year.

Waymo’s expansion continues amid ongoing public scrutiny of autonomous vehicle safety. The company points to federal data showing its vehicles have been involved in far fewer incidents than human drivers over millions of miles. However, a recent minor incident in Santa Monica, where a vehicle made contact with a child, drew renewed attention on social media just days before the SFO announcement.

With the airport service now active, Waymo is poised to test whether convenience and perceived safety can convince a substantial number of travelers to choose a robot over a human driver for one of the most common—and profitable—rides in the city.