Add freeways and airport rides, both of which they are very close to doing, Waymo will become much more of a complete service and a true Uber/Lyft replacement. In a year's time, we could genuinely see them operating at scale in 6-8 major cities (SF, Phoenix, LA, Austin and new cities), especially with their new dedicated robotaxi from Zeekr. A possible hold up would be China import tariffs imposed by the US governmen…
If I had to guess, I'd say Atlanta, San Diego, Houston and Miami.