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What Radar thinks happens next
Reno leads Radar's unannounced-market stack for Waymo because it remains outside the company's confirmed footprint while still clearing the strongest combined regulatory, competitive, and sequencing case.
Reno leads Radar's unannounced-market stack for Uber because it remains outside the company's confirmed footprint while still clearing the strongest combined regulatory, competitive, and sequencing case.
Peninsula leads Radar's unannounced-market stack for Zoox because it remains outside the company's confirmed footprint while still clearing the strongest combined regulatory, competitive, and sequencing case.
Evidence moving the board
Bullish for Waymo scale, but not a resolution event for the next-unannounced-market forecast because the expansion is inside already live markets.
Bullish for NVIDIA's picks-and-shovels autonomy thesis and mildly bullish for Uber's long-run partner supply, while still leaving execution and dependency risk.
Bearish for Tesla's near-term expansion velocity because live-market breadth is not yet translating into reliable availability or citywide utility.