Alphabet-owned robotaxi company Waymo has been operating driverless ride-hailing services in San Francisco for around six months, and new data shows where riders are going most with the service.
Waymo riders most commonly travel to Hayes Valley, Mission Bay, South of Market, and to the Mission District, according to a report from The San Francisco Chronicle citing data the company is required to report to state regulators. Between September and February, Waymo robotaxis carried over 530,000 passengers around the city, most frequently bringing passengers to job centers like the Financial District, event hubs like the Chase Center, and other areas—especially those with difficult parking situations.
Waymo driverless robotaxi attacked and set on fire in San Francisco
“Those areas definitely resonate with low parking availability and therefore provide a better or an easier way to get around the city versus driving your own cars,” said Aman Nalavade, Waymo group product manager.
Nalavade also says that many of the passengers utilizing Waymo are “power riders” who use the service on an almost daily basis for their work commute, while Friday and Saturday nights remain popular riding nights. In addition, some riders prefer the “private environment” offered by Waymo’s robotaxis for trips to and from medical appointments.
The data also shows that over 12,000 individual rides ended within the census tract in the Mission Bay, though the company has conducted driverless rides in every census tract within the city. Fewer rides were reported to start or end in Bayview, Excelsior, Ingleside and around the Outer Sunset district.
Waymo was approved last month to expand its areas of operation in California, including the launch of Los Angeles services and an expansion into the peninsula of San Francisco. You can see the area in which Waymo is approved to operate in San Francisco below.
Credit: Waymo
Still, public acceptance of robotaxi operations remains hit or miss, especially after a driverless ride-hailing vehicle from General Motors (GM) self-driving unit Cruise hit, dragged and pinned a pedestrian in San Francisco in October. As for Waymo, the company’s expansion could face additional legal barriers, as a recently proposed bill aims to give communities more control over where their robotaxis can legally operate.
The company’s expansions were also contested by the city of South San Francisco, San Mateo County, the Los Angeles Department of Transportation, the San Francisco County Transportation Authority, and the San Francisco Taxi Workers Alliance.
Waymo and Cruise both gained initial approval to conduct commercial rides 24 hours a day with the driverless vehicles from the California Public Utilities Commission (CPUC) in August, though the state suspended Cruise’s license immediately following the accident.
The data also arrives ahead of Tesla’s plans to unveil a highly anticipated robotaxi platform in August, as announced by Elon Musk earlier this month.
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Tesla begins Holiday Update rollout with some surprise features
On Monday, just a few days after Tesla first announced the Holiday Update, people started reporting that it was being deployed to owners.
Tesla has started the rollout of the 2025 Holiday Update, as several owners reported it had arrived in their cars via a software update.
Tesla’s Holiday Update is rolling out as Software Version 2025.44.25.1, and includes several new features. We did an extensive breakdown of what was included in another article, but we’ll list the new additions below:
- Grok with Navigation Commands (Beta) – Grok will now add and edit destinations.
- Tesla Photobooth – Take pictures inside your car using the cabin-facing camera
- Dog Mode Live Activity – Check on your four-legged friend on your phone through periodic snapshots taken of the cabin
- Dashcam Viewer Update – Includes new metrics, like steering wheel angle, speed, and more
- Santa Mode – New graphics, trees, and a lock chime
- Light Show Update – Addition of Jingle Rush light show
- Custom Wraps and License Plates – Colorizer now allows you to customize your vehicle even further, with custom patterns, license plates, and tint
- Navigation Improvements – Easier layout and setup
- Supercharger Site Map – Starting at 18 pilot locations, a 3D view of the Supercharger you’re visiting will be available
- Automatic Carpool Lane Routing – Navigation will utilize carpool lanes if enabled
- Phone Left Behind Chime – Your car will now tell you if you left a phone inside
- Charge Limit Per Location – Set a charge limit for each location
- ISS Docking Simulator – New game
- Additional Improvements – Turn off wireless charging pad, Spotify improvements, Rainbow Rave Cave, Lock Sound TRON addition
On Monday, just a few days after Tesla first announced the Holiday Update, people started reporting that it was being deployed to owners.
We noticed a new Tesla software update 2025.44.25.1 on a Model Y AWD LR (2022) in Florida, United States. View the rollout of this update here: https://t.co/rPqISQaNkM
— Teslascope (@teslascope) December 8, 2025
It seems the release is a bit of an apology to a particular group, as it has only made its way to Hardware 3 vehicles, particularly the ones using the AMD Ryzen chip.
Tesla has excluded FSD-purchased and subscribed vehicles that are utilizing Hardware 3, so it seems there is a strategy to this limited rollout.
Two Surprise Additions
Tesla has added two additional features with the Holiday Update, which include a new Storage Space for Dashcam feature that shows how much space you have used and remaining on your USB drive.
Additionally, Tesla gamified Supercharging with a new “Charging Passport” feature, which we reported on earlier today.
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Tesla announces major milestone at Gigafactory Shanghai
First deliveries started in December 2019, with the first units being given to employees. By the end of 2020, the plant was building cars at a run rate of around 150,000 vehicles annually.
Tesla has announced a major milestone at its Chinese manufacturing facility, Gigafactory Shanghai, confirming on Monday that it had built its four millionth vehicle.
Tesla Gigafactory Shanghai first started building cars back in October 2019 with Model 3 assembly, just ten months after the company broke ground on the plant’s 86-hectare piece of land.
First deliveries started in December 2019, with the first units being given to employees. By the end of 2020, the plant was building cars at a run rate of around 150,000 vehicles annually. Production continued to ramp up, and by September 2023, less than three years after it started building Tesla’s EVs, it had built its two millionth vehicle.
Fast forward to December 2025, and Tesla has confirmed that four million cars have rolled off of production lines at the plant, a major milestone in the six short years it has been active:
Produced our 4 millionth vehicle at Gigafactory Shanghai🎉
Thanks to all our owners and supporters❤️ pic.twitter.com/DayVXUr220— Tesla Asia (@Tesla_Asia) December 8, 2025
The capacity at Giga Shanghai is exceeding 950,000 vehicles per year, and this year, the company has delivered 675,000 cars through the first three quarters. It is also the only plant to manufacture the Model Y L, a longer wheel-based configuration of the all-electric crossover that is exclusive to the Chinese market.
Gigafactory Shanghai’s four million cars have not all stayed within the domestic market, either. For a considerable period, the factory was exporting a significant portion of its monthly production to Europe, helping Gigafactory Berlin supplement some Model Y volume and all of its Model 3 deliveries. This is due to the Berlin plant’s exclusive production plans for the Model 3.
The site is one of the most crucial in the company’s global plans, and Gigafactory Shanghai’s incredible pace, which has led to four million production units in just about six years. It’s fair to say that it won’t be long until we’re seeing Tesla celebrate the plant’s five millionth vehicle produced, which should happen sometime late next year or in early 2027, based on its current manufacturing pace.
The company also builds the Megapack on the property in an adjacent Megafactory.
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Tesla gamifies Supercharging with new ‘Charging Passport’
It will also include things like badges for special charging spots, among other metrics that will show all of the different places people have traveled to plug in for range.
Tesla is gamifying its Supercharging experience by offering a new “Charging Passport,” hoping to add a new layer to the ownership experience.
While it is not part of the Holiday Update, it is rolling out around the same time and offers a handful of cool new features.
Tesla’s Charging Passport will be available within the smartphone app and will give a yearly summary of your charging experience, helping encapsulate your travel for that year.
It will also include things like badges for special charging spots, among other metrics that will show all of the different places people have traveled to plug in for range.
Tesla has just introduced “Charging Passport,” a new yearly summary of your charging.
• Charging badges: Iconic Charging badge (for visiting places like the Tesla Diner, Oasis Supercharger, etc), Explorer badge, green saver badge, etc.
• Total unique Superchargers visited
•… pic.twitter.com/c1DHTWXpj7— Sawyer Merritt (@SawyerMerritt) December 8, 2025
Tesla will include the following metrics within the new Charging Passport option within the Tesla app:
- Charging badges: Iconic charging badges for visiting places like the Tesla Diner, Oasis Supercharger, etc., Explorer Badge, and more
- Total Unique Superchargers Visited
- Total Charging Sessions
- Total Miles Added during Charging Sessions
- Top Charging Day
- Longest Trip
- Favorite Charging Locations
This will give people a unique way to see their travels throughout the year, and although it is not necessarily something that is needed or adds any genuine value, it is something that many owners will like to look back on. After all, things like Spotify Wrapped and Apple Music Replay have been a great way for people to see what music they listened to throughout the year.
This is essentially Tesla’s version of that.
With a handful of unique Superchargers already active, Tesla is also building some new ones, like a UFO-inspired location in New Mexico, near Roswell.
Tesla is building a new UFO-inspired Supercharger in the heart of Alien country
Tesla begins Holiday Update rollout with some surprise features
Tesla announces major milestone at Gigafactory Shanghai
