Robotaxi and physical-AI mobility expansion accelerates amid safety and infrastructure friction

Waymo’s U.S. scale is joined by Wayve’s partnership-led strategy, Bolt’s reported Nairobi launch, planned Nissan/Uber activity, international expansion by Apollo Go, WeRide, and Pony.ai, and Applied Intuition’s deeper vehicle-software role with Nissan. Cincinnati’s modular people-mover demonstration broadens the mobility frontier beyond robotaxis, but safety, affordability, accessibility, deployment infrastructure, and independent outcome evidence remain unresolved.