Technology

The AI spending frenzy is just getting started

Published

1 year ago

January 24, 2025

The AI spending frenzy is just getting started

“All I know is I’m good for my $80 billion.”

Rarely does a one-liner so perfectly capture the state of the moment. Here, you have Microsoft CEO Satya Nadella saying he’s “not in the details” about Stargate, the supposedly multi-hundred-billion AI infrastructure project driven by his marquee investment, OpenAI.

Nadella not being read in on the nebulous details of Stargate says a lot about how much Microsoft and OpenAI have drifted apart. Microsoft is mentioned in the Stargate press release since OpenAI’s models are still exclusive to Azure. But the most striking aspect of Stargate is not that the money isn’t there for it yet; it’s that OpenAI’s biggest backer has decided to not participate in what Sam Altman is calling “the most important project of this era.” As Nadella made clear on CNBC this week, he’s running his own, $80 billion AI infrastructure buildout and, going forward, OpenAI can get additional compute — with his blessing — elsewhere.

While it received fewer headlines this week, I found Nadella’s response to Elon Musk on X even more illuminating. In his response to Musk saying, “on the other hand, Satya definitely does have the money,” Nadella responded: “😂 And all this money is not about hyping AI, but is about building useful things for the real world!”

That post can only be interpreted as a dig at Altman. Nadella could have funded Stargate for OpenAI. He didn’t. What does he know that the rest of us don’t?

The splashy Stargate unveiling at the White House certainly accomplished its goal, which was clearly getting everyone to talk about big numbers. The headlines it generated prompted Mark Zuckerberg to make sure everyone ended the week knowing his data center will be even bigger than Stargate.

In a Friday post on his Facebook page, Zuckerberg said that Meta’s planned 2GW data center in Louisiana “is so large it would cover a significant part of Manhattan,” with a map view of the square footage overlaid on the city to send the point home.

From his post (my emphasis added): “We’ll bring online ~1GW of compute in ‘25 and we’ll end the year with more than 1.3 million GPUs. We’re planning to invest $60-65B in capex this year while also growing our AI teams significantly, and we have the capital to continue investing in the years ahead.”

I have no doubt that Altman, Masayoshi Son, and Larry Ellison will be able to raise the billions they need to lessen OpenAI’s dependence on Microsoft for compute. (The US government isn’t giving money to Stargate, which makes the optics of announcing it alongside Trump all the more bizarre.) Ultimately, this all points to the theme that is quickly coming to define 2025: Big Tech sees AI as the most existential technology of the coming era and will keep spending like hell to make sure OpenAI doesn’t completely run away with it.

Steve Huffman,

Illustration by William Joel / The Verge | Photo by Greg Doherty/Variety via Getty Images

AMA with spez

Few companies had as good of a 2024 as Reddit. Since going public last March, the company’s stock has soared 300 percent, giving the social network a valuation of $32 billion.

It’s an about-face from where Reddit was before going public, when its moderators were raging against its hurried platform changes and there was backlash to the company selling its data to Google and OpenAI.

With those controversies now seemingly in the rear-view mirror, Reddit is focused on growing its user base, staying profitable, and using AI to help people search its site more easily. I caught up with CEO Steve Huffman at CES a few weeks ago to hear his priorities for 2025, how he’s leading Reddit, his thoughts on the AI scaling debate, content moderation, and more…

The following interview has been edited for length and clarity:

Your IPO did very well. What have the last nine months or so been like for you personally?

We have a saying at Reddit that good numbers make good meetings. So we’ve had some good meetings.

Preparing to go public was intense. It’s telling the story over and over and over, which I enjoy doing, but it’s a lot of work. I think more than most new companies, we are in the public company rhythm already: close the quarter, do the audits, do the board meeting, earnings, and all of that. So it hasn’t been a major change for us from an operating point of view.

It’s a really exciting time for the new investors and employees. You won’t catch us complaining. What I keep telling the company is that everyone should be very proud of the work they’ve done and don’t take these moments for granted. I just tell them, look, enjoy the view. If you look at our history, there are lots of ups and downs. No doubt there are challenges in our future.

With your market cap where it is now, are you thinking of making swings you didn’t think you could make a year ago?

There are two classes of things that we would do. One is to execute the core strategy. We’ve got to hire. We’ve got to build. I think we’re very reasonable in terms of our investment size. The one sentence strategy for us is to grow the product and stay profitable.

What can you do with a high stock price? Maybe you can look at M&A that you wouldn’t otherwise. I’d say that’s not really our orientation right now because the acquisitions we’ve done over the last two years have been these 25-to-50-million-dollar deals. It’s kind of a sweet spot for us to get tech and teams. I’d say we’re always watching the market, but we’re not pursuing anything big or crazy right now because I like the core strategy. I think we can do what we want to do within our current capabilities.

What’s the main product focus for Reddit this year?

The first is the core of Reddit, which is community conversations. Everyone has a home on Reddit, but do you see that home in your first session? There’s a whole other dimension to our work, which is Reddit as an information source. Reddit has all of this incredible information. For the users who have a question that needs an answer, can we give them that answer? We just got into testing Reddit Answers. I’m finding that really helpful for searches about current events. A year from now, it’s a monetization product. It’s one of the few products where it kind of scratches every itch, so it’ll be a big focus.

What do you make of this debate about whether the AI industry has run out of data?

I think we’d have a different answer to that question literally every month. We want to have good relationships with other people in this space. We’re open for business.

At the same time, we want to maximize the value we get out of our own data. We have not experienced conflict between the two at this point. I love the [data licensing] relationships we have — the major ones being Google and OpenAI. At this point, we don’t need to make any particular partnership. I’d say they’re all nice to have but nothing is existential for us.

One of the challenges is that the AI companies don’t know what product they’re building. It’s not a bad thing. They are iterating themselves. ChatGPT itself, the central product in this conversation, was a demo. Then, a year later, it’s the most important piece of enterprise technology on Earth with questionable economics. That makes it very exciting. I don’t think any of these companies would be offended to hear me say that.

You were one of the first social media CEOs I saw to be very critical of TikTok. How does a US ban affect Reddit?

If you look at Reddit’s traffic graph over the last 19 years, you will not see the rise and fall of any particular platform. I think every content type should work on Reddit. Video on Reddit is largely camera-out — what I’m looking at — as opposed to camera-in, or who am I? That’s social media. I think the ban is the right thing to do for reasons I’ve mentioned that honestly have nothing to do with competition.

With Meta’s moderation changes, the broader conversation around social media feels like it’s changing right now.

For the last 10 years, people have been talking about whether speech is the problem, which is a crazy thought. You can’t have freedom without speech. I think that detour through questioning and relitigating core values of America, hopefully that era is coming to a close.

Are people playing politics? Of course, people always are. On the topic of moderation, we always just try to do things the right way, which, not coincidentally, are aligned with American values. It’s a Democratic platform. We believe very much in the power of people and the wisdom of crowds and voting processes. That is Reddit. So I’m glad to see a return to where we have been most of my life, which is an appreciation for free speech.

Elsewhere

Competitors pounce on TikTok: With TikTok no longer available in US app stores and its in-app functionality technically constrained, everyone is doing their damndest to take advantage of the situation. Meta pre-announced its Capcut competitor and is trying to lure creators away with cash. Substack, Bluesky, and X are all making moves to encourage more video consumption. Meanwhile, President Trump says he’s OK with Elon Musk or Larry Ellison buying it. ByteDance is saying it wants to do a deal but seems increasingly backed into a corner. Ellison may have the guarantee that Oracle won’t be fined out of existence for violating the law right now, but Apple and Google have shown they are going to follow the letter of the law. With TikTok still not available to download in the US, its competitive threat to Meta, YouTube, and others decreases every day.
Trump gets to work for Big Tech: Why are Zuckerberg and other CEOs bending the knee? Look no farther than the comments the president made at the World Economic Forum this week, where he trashed the EU’s Digital Markets and Services Acts as a form of “taxation.” This kind of push back is exactly what Meta and other US companies have been praying for. We’ll see if it works for them.
More headlines: OpenAI released its AI agent called “Operator” for pro-tier subscribers… Musk told X employees that “user growth is stagnant, revenue is unimpressive, and we’re barely breaking even”…. Apple reorged again as it plays catch-up in AI… Google is putting another $1 billion into Google Cloud via Anthropic and acquired part of HTC’s Vive team to beef up its Android XR efforts (yes, get ready for the return of Glass)… Epic Games gave an update on its push to compete with Roblox… Meta made a rare investment in Databricks.

Technology

Conduent data breach hits millions across multiple states

Published

17 minutes ago

February 22, 2026

Press Room

Conduent data breach hits millions across multiple states

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A ransomware attack on government technology giant Conduent is turning out to be far bigger than first reported. What initially sounded like a limited incident now appears to affect tens of millions of people across multiple states. In Texas alone, at least 15.4 million residents may have had their data exposed. Oregon has reported another 10.5 million affected individuals. And notifications have also gone out to hundreds of thousands of people in states like Delaware, Massachusetts and New Hampshire. If you rely on state healthcare programs or government services, your data could be part of this breach.

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What we know about the breach so far

149 MILLION PASSWORDS EXPOSED IN MASSIVE CREDENTIAL LEAK

What started as a “limited” ransomware incident now appears to impact tens of millions of people across multiple states. (Sebastian Kahnert/picture alliance via Getty Images)

The cyberattack happened in January 2025 and was later claimed by the Safeway ransomware gang, which says it stole more than 8 terabytes of data. Conduent first disclosed the incident publicly in April, months after hackers disrupted its systems and caused outages to government services across the country.

The company initially said about 4 million people in Texas were affected. That number has since jumped to 15.4 million, nearly half the state’s population. Oregon’s attorney general reported another 10.5 million impacted residents. Combined with other states issuing notifications, the total could reach into the dozens of millions.

The stolen data includes names, Social Security numbers, medical information, and health insurance details. That combination is particularly dangerous because it can be used for identity theft, medical fraud, and highly targeted scams.

Conduent processes data for large corporations, state agencies, and government healthcare programs. The company says its systems support services for more than 100 million people nationwide. However, it has not confirmed whether the breach affects that many individuals.

In a filing with the SEC, Conduent acknowledged that the stolen data included a “significant number” of individuals’ personal information tied to its clients’ end users, meaning people who rely on government agencies and corporate services powered by the company.

RANSOMWARE ATTACK EXPOSES SOCIAL SECURITY NUMBERS AT MAJOR GAS STATION CHAIN

Why this breach is especially concerning

Unlike a retail breach, where credit card data might be exposed, this incident involves deeply sensitive personal and medical information. Social Security numbers and health records are long-term identifiers. You cannot simply cancel or replace them like a debit card.

Healthcare-related data is especially valuable on the black market because it can be used to file fraudulent insurance claims, obtain prescription drugs, or open financial accounts. And because Conduent works behind the scenes for state agencies, many people may not even realize their data was stored by the company in the first place.

Conduent said it is still in the process of notifying affected individuals and expects to complete those notifications by early 2026. The company did not provide a clearer timeline or confirm how many total people will ultimately be alerted. Many people could be waiting months before knowing whether their information was compromised.

Conduent responds to January 2025 data breach

We reached out to Conduent for comment, and a company spokesperson provided CyberGuy with the following statement:

“As previously disclosed in its April 2025 Form 8-K filing with the SEC, in January 2025, Conduent discovered that it was the victim of a cybersecurity incident. With respect to that incident, Conduent has agreed to send notification letters, on behalf of its clients, to individuals whose personal information may have been affected by this incident. Working in conjunction with our clients, we expect to send out all of the consumer notifications by April 15. In addition, a dedicated call center has been set up to address consumer inquiries. At this time, Conduent has no evidence of any attempted or actual misuse of any information potentially affected by this incident.

“Upon discovery of the incident, Conduent acted quickly to secure its networks, restore its systems and operations, notify law enforcement, and conduct an investigation with the assistance of third-party forensics experts. In addition, given the nature and complexity of the data involved, Conduent worked diligently with a dedicated review team, including internal and external experts, and conducted a detailed analysis of the affected files to identify the personal information contained therein, which was a time-intensive process.

“Both Conduent and our third-party experts monitor the dark web regularly and have no evidence of any personal information being released on the dark web.

“Rest assured, we have followed all of the right protocols and have assured our clients that we have secured the necessary data. Conduent has been working with law enforcement and takes this matter seriously. We regret any inconvenience this incident may have caused.”

How can I check if my information was sold on the dark web?

To check if your information was sold on the dark web, you can go to haveibeenpwned.com and enter your email address into the search bar. The website will search to see what data of yours is out there and display if there were data breaches associated with your email address on various sites.

If you find your data is out on the web, remove it with a data removal service. Check out my top picks for data removal services and get a free scan to find out if your personal information is already out on the web by visiting Cyberguy.com

Hackers claim they stole more than 8 terabytes of data, including Social Security numbers and sensitive medical information. (Philip Dulian/picture alliance via Getty Images)

8 steps you can take to protect yourself after the Conduent breach

When a breach involves Social Security numbers and medical data, you need to think long term. Here’s what you should do.

1) Place a credit freeze

A credit freeze prevents lenders from opening new accounts in your name without your approval. It’s free and can be placed with Equifax, Experian, and TransUnion. This is one of the strongest protections you can put in place after an SSN exposure. You can temporarily lift it if you need to apply for credit.

2) Monitor your credit reports regularly

You’re entitled to free credit reports from all three major bureaus. Look for unfamiliar accounts, credit inquiries, or address changes. Early detection makes it much easier to shut down fraud before it snowballs.

3) Use a password manager

If attackers obtained personal details like your name and email, they may try credential-stuffing attacks against your other accounts. A password manager creates strong, unique passwords for every account, so one breach does not unlock everything else. Many password managers also include breach alerts if your credentials show up in known leaks.

Also, see if your email has been exposed in past breaches. Our #1 password manager (see Cyberguy.com) pick includes a built-in breach scanner that checks whether your email address or passwords have appeared in known leaks. If you discover a match, immediately change any reused passwords and secure those accounts with new, unique credentials.

Check out the best expert-reviewed password managers of 2026 at Cyberguy.com

4) Secure your email account first

Your email account is the gateway to nearly everything. Protect it with a strong password and two-factor authentication. Review recovery settings and recent login activity to make sure nothing has been altered.

5) Enable two-factor authentication everywhere possible

Two-factor authentication (2FA) adds another barrier, even if someone has your password. Use an authenticator app rather than SMS whenever possible for stronger protection.

6) Install strong antivirus software

Strong antivirus software can help block malicious links, phishing attempts, and ransomware. After a major breach, scammers often target victims with follow-up attacks pretending to offer help or compensation. Security software adds another layer of protection.

Get my picks for the best 2026 antivirus protection winners for your Windows, Mac, Android & iOS devices at Cyberguy.com

7) Consider identity theft protection

Identity theft services monitor your Social Security number, financial accounts, and even dark web marketplaces. If your information is misused, they can alert you quickly and help you recover faster. When SSNs are exposed, ongoing monitoring becomes especially important.

See my tips and best picks on how to protect yourself from identity theft at Cyberguy.com

8) Reduce your digital footprint with a data removal service

Scammers often combine breach data with personal details found on data broker sites. A data removal service works to remove your phone number, address, and other exposed information from hundreds of databases. While no service can erase everything, reducing what’s publicly available makes targeted fraud much harder.

Check out my top picks for data removal services and get a free scan to find out if your personal information is already out on the web by visiting Cyberguy.com

Because Conduent powers government and healthcare services behind the scenes, many affected people may not even realize their data was stored there. (Thomas Trutschel/Photothek via Getty Images)

Get a free scan to find out if your personal information is already out on the web: Cyberguy.com

Kurt’s key takeaway

The Conduent breach highlights a growing risk that many people never see coming. When large government contractors are hit, millions can be affected at once. And because these companies operate behind the scenes, you may not even realize they hold your data. If your information was exposed, taking action now can prevent long-term damage. The sooner you lock things down, the harder it becomes for criminals to profit from your data.

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Do you think companies that process government data are doing enough to protect it? Let us know your thoughts by writing to us at Cyberguy.com

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Kurt “CyberGuy” Knutsson is an award-winning tech journalist who has a deep love of technology, gear and gadgets that make life better with his contributions for Fox News & FOX Business beginning mornings on “FOX & Friends.” Got a tech question? Get Kurt’s free CyberGuy Newsletter, share your voice, a story idea or comment at CyberGuy.com.

Technology

This magazine plays Tetris — here’s how

Published

12 hours ago

February 22, 2026

Press Room

Tetris has been immortalized in a playable McDonald’s plastic chicken nugget, a playable fake 7-Eleven Slurpee cup, and a playable wristwatch. But the most intriguing way to play Tetris yet is encased in paper.

Last year the Tetris Company partnered with Red Bull for a gaming tournament that culminated in the 150-meter-tall Dubai Frame landmark being turned into the world’s largest playable Tetris installation using over 2,000 drones that functioned as pixels. Although the timing was a coincidence, Red Bull also published a 180-page gaming edition of its The Red Bulletin lifestyle magazine around the same time as the event, with a limited number of copies wrapped in a less grandiose, but no less technically impressive, version of Alexey Pajitnov’s iconic puzzle game.

To create a playable gaming magazine, Red Bull Media House (the company’s media wing) enlisted the help of Kevin Bates, who in 2014 wowed the internet by creating an ultra-thin Tetris-playing business card. In 2015, he launched the $39 Arduboy, a credit card-sized, open-source handheld that attracted a thriving community of developers. Over the course of a decade, Bates also created a pair of equally pocketable Tetris-playing handhelds that cost less than $30, and the shrunken-down USB-C Arduboy Mini.

The GamePop GP-1 Playable Magazine System (as it’s officially called) is the latest evolution of Bates’ mission to use existing, accessible, and affordable technologies to reimagine what a portable gaming device can be. It took “most of last year” to develop, Bates revealed during a call with The Verge. He wouldn’t divulge the exact details of how his collaboration with Red Bull came to be. But if you’re looking to make an officially licensed version of Tetris that’s thin enough to flex, Bates has the experience, and he shared with us some of the technical details that make this creation work.

The game’s screen is made up of 180 tiny RGB LEDs on a custom circuit board that can flex and bend.

While OLED display technology has given us tablet-sized devices that fold into smartphones, they’re still expensive and fragile. To make a display that can survive being embedded in a flexible magazine cover without reinforcement, Bates created a custom matrix of 180 2mm RGB LEDs mounted to a flexible circuit board just 0.1mm thick. While the display and coin-cell batteries make it thicker in a few places — nearly 5mm at its thickest point — you genuinely feel like you’re playing a handheld made of paper. The flexible circuits are bonded between two sheets of paper to create the sleeve that wraps around the book-sized magazine, and it feels satisfyingly thin and flexible.

Flexible circuits aren’t a new idea. They’ve been used in electronics for decades. You can find them in flip phones old enough they now feel like antiques, and nearly every laptop. They’re also frequently used to miniaturize devices that don’t fold or flex at all, connecting internal components where space is extremely limited. But it’s only in the past five or six years that the technology has become available to smaller makers, and Bates says he’s been “messing around with the flexible circuits for about as much time.” This collaboration was an opportunity to use what he’s learned to create a device that would live outside his workshop.

The GamePop GP-1’s display resolution pales in comparison to the OLED screens used in folding phones, but Bates’ creation is far more durable. The game has not only undergone the typical safety tests, but Bates even “hit it with a hammer a few times” to test its durability. His display survived, but don’t try that with a folding phone. They’re still far less durable.

The front cover of the Red Bull GamePop magazine.

To keep it as thin as possible, the Tetris game uses embedded touch sensors instead of physical buttons.

Instead of buttons, the game uses seven capacitive touch sensors that are directly “printed in the copper layer of the board,” Bates says. There’s no true mechanical feedback when pressed, but the paper’s flex helps them feel a bit like a button when you press down. Bates says the responsiveness of the sensors was specifically tuned to account for the thickness of the paper stock and the glues used in the final print run. You’re not going to be chasing Tetris world records on the cover of a magazine, but the controls are satisfyingly responsive and the game is surprisingly much easier to play than other Tetris devices I’ve tested.

The Red Bull magazine’s cover illuminated from behind revealing some of its internal components.

Most of the game is made using flexible electronics, but there is a thin rigid PCB housing its processor and rechargeable batteries.

How much does a flexible Tetris game cost to manufacture? Neither Bates nor Red Bull would divulge the total price tag for all the off-the-shelf and custom components you’ll find sandwiched inside the magazine’s cover. But to help keep costs down, not all components are flexible. Inside the edge of the cover, next to the magazine’s spine, you’ll find a long but thin rigid PCB where an ARM-based 32-bit microprocessor is located, along with four rechargeable LIR2016 3V coin cell batteries.

A close-up of a USB-C cable plugged into a charging port on the bottom of a magazine cover.

The magazine features a deconstructed USB-C charging port along the bottom edge of its cover.

Like most devices now, the game can be recharged using a USB-C cable, but it’s not immediately obvious where. Hidden along the bottom edge of the magazine’s cover is a deconstructed USB-C port. Instead of a metal ring, its socket is a small paper pocket containing a pin-covered head inside. It doesn’t feel quite as durable as the charging port on your phone, but it’s a welcome alternative to making the game disposable when the batteries die.

Bates did have to cut some corners. The GamePop GP-1 saves high scores, but modern Tetris gameplay features, like previews of upcoming pieces and being able to save tetrominoes for later, aren’t included. There’s sound effects, but when starting a game you only hear a small snippet of the iconic Tetris theme. The game’s piezo speaker “uses about as much energy as it does to run the rest of the system,” Bates says, so this helps prolong the life of the small rechargeable batteries. He tells us you can play for an hour or two that way, and the battery should last many months when not in use.

Red Bull made around 1,000 copies of the magazine. It’s only available online in Europe, but can also be found in some stores and newsstands, including Iconic Magazines in New York and Rare Mags outside Manchester in the UK. However, only 150 copies with the playable cover were produced, and none were made available to the public. They were distributed to Tetris competitors, those featured in the magazine, influencers, and select media.

The playable cover isn’t going to revolutionize the print industry, or pave the way for smartphones we can roll up and stick in our back pockets. The goal was to use existing tech in a way that gamers haven’t seen before.

Photography by Andrew Liszewski / The Verge

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Andrew Liszewski

Technology

Waymo’s cheaper robotaxi tech could help expand rides fast

Published

12 hours ago

February 22, 2026

Press Room

Waymo’s cheaper robotaxi tech could help expand rides fast

NEWYou can now listen to Fox News articles!

If you live in cities like San Francisco, Phoenix, Los Angeles, Austin or Atlanta, you may have already seen or even taken a ride in a driverless Waymo operating without a human behind the wheel. In newer markets like Miami, service is rolling out, while other cities, including Dallas, Houston, San Antonio and Orlando, are part of Waymo’s expansion plans.

For everyone else, not so much. At least not yet. For most of us, that still feels like something happening somewhere else, not something that pulls up when you request a ride.

However, that could start to change very soon. Waymo just unveiled its sixth-generation Waymo Driver hardware, and the headline is simple: it costs less and fits into more vehicles. That combination could help driverless rides reach a lot more cities, faster than you and I might expect.

THE ROBOTAXI PRICE WAR HAS STARTED. HERE’S EVERYTHING YOU NEED TO KNOW.

Waymo’s new sixth-generation hardware will first roll out in the Zeekr-built Ojai minivan before expanding to more vehicles and cities. (Waymo)

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Why Waymo’s cheaper robotaxi hardware changes the game

Until recently, if you spotted a Waymo on the road, it was usually a Jaguar I-Pace. Nice car. Not exactly built for a massive robotaxi rollout. The sixth-generation system changes that. The first vehicle to carry the new hardware is the Zeekr-built Ojai electric minivan. Zeekr is owned by Geely. Waymo employees in Los Angeles and San Francisco will begin fully autonomous rides in it soon, with public access expected to follow. In these new deployments, Waymo says the vehicles will operate without safety drivers behind the wheel. After that, the hardware will also power versions of the Hyundai Ioniq 5.

Here is where this really matters. When Waymo can install the same system across multiple vehicle types and produce it at a lower cost, expansion becomes much easier. The company says it plans to move into 20 additional cities this year and is ramping up its Metro Phoenix facility to build tens of thousands of Driver kits annually.

Waymo says it has shifted more processing power into its own custom silicon chips, allowing it to use fewer cameras while improving performance and reducing overall system cost. More vehicles and lower costs mean one thing: a better chance that driverless rides show up in your city sooner rather than later.

How the Waymo Driver actually sees the road

If you have never been in a robotaxi, this is the part you are probably wondering about. The sixth-generation Waymo Driver uses 16 high-resolution 17 megapixel cameras, short-range lidar, radar and external audio receivers. Waymo says the updated cameras offer improved dynamic range compared to the previous 29-camera setup. That helps the vehicle perform better at night and in bright glare.

Short-range lidar delivers centimeter-level accuracy to detect pedestrians, cyclists, and other road users. Radar adds another layer of awareness. Waymo says its upgraded imaging radar can track distance, speed and object size even in rain or snow, giving the system more time to react. External audio receivers can detect sirens or trains by sound.

Unlike Tesla, which has emphasized camera-based systems, Waymo relies on multiple overlapping technologies. If one sensor struggles, another can support it. There is also a cleaning system for key sensors. Snow, dirt, or road spray should not easily block visibility.

Waymo says this version is designed to operate in more extreme weather, including heavy winter conditions, which could open the door to colder U.S. cities that were previously harder to support.

The Waymo Driver blends high-resolution cameras, lidar and radar to create a 360-degree view of the road, even at night or in bad weather. (Waymo)

Why you probably haven’t seen a Waymo robotaxi yet

Right now, Waymo has about 1,500 vehicles on the road. That sounds like a lot until you compare it to the millions of cars in the U.S. The company wants to grow that number to around 3,500 this year and eventually into the tens of thousands. Still, service is limited to certain parts of certain cities. If you do not live in one of those areas, you are simply not going to see one.

That is why this new hardware matters. When the system costs less and fits into more vehicles, Waymo can put more cars on the road in more places. This is not about adding flashy features or cool upgrades. It is about getting from a small footprint to something that feels normal in everyday life.

What about safety and past incidents?

Whenever driverless cars expand, safety questions come right with them. Waymo says its system is built with multiple layers of redundancy. The sixth-generation Driver combines cameras, lidar, radar and audio detection so the vehicle is not relying on a single sensor. That layered setup is designed to reduce risk if one system has trouble. The company says this latest system builds on nearly 200 million fully autonomous miles driven across more than 10 major cities, including dense urban cores and freeways.

Even so, incidents have happened. Earlier this year, a Waymo vehicle was involved in an accident that injured a child, which raised fresh concerns about how autonomous vehicles respond in complex real-world situations. Regulators continue to monitor autonomous vehicle performance closely, especially in states like California, where reporting requirements are strict.

WAYMO UNDER FEDERAL INVESTIGATION AFTER CHILD STRUCK

Waymo has also released data suggesting its vehicles experience fewer injury-causing crashes per mile compared to human drivers in similar areas. Supporters argue that reducing human error could improve road safety over time. Critics say expanding too quickly could introduce new risks.

Both things can be true. The technology is advancing, but public trust will depend on transparency, accountability and long-term safety performance.

What this means to you

If Waymo expands into your city, you may soon open a rideshare app and see a new option. No driver. No conversation. Just a vehicle that navigates using software and sensors.

More vehicles could mean shorter wait times in busy areas. Increased competition may also affect pricing in the rideshare market. At the same time, comfort levels vary. Many riders may hesitate before stepping into a car with an empty front seat. This shift is about more than technology. It changes how people commute, travel and move around urban areas.

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With lower costs and broader vehicle compatibility, Waymo hopes to put many more driverless cars on real city streets soon. (Waymo)

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Kurt’s key takeaways

Waymo’s sixth-generation Driver is really about one thing: getting more driverless cars on the road, in more cities, at a lower cost. When the hardware becomes cheaper and easier to install in different vehicles, expansion gets easier. That does not automatically mean everyone will be comfortable hopping in. For many people, sitting in a car with no driver might still feel a bit scary. The technology is moving forward whether we are ready or not. The bigger question is simple: will we feel confident enough to get in?

If you had to choose today, would you book the driverless ride or wait for a human behind the wheel? Let us know by writing to us at Cyberguy.com

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