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Regulatory clearance and expanded real-world deployment bolster long-term growth prospects for Alphabet's AV franchise; may positively influence sentiment on GOOG over 6–12 months, though near-term profitability remains uncertain due to high capex and competitive dynamics.
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Waymo has begun public robotaxi service in Las Vegas following Nevada regulatory approval, operating dozens of Ojai minivans in a defined Strip area. The rollout highlights ongoing autonomous-mobility expansion by Alphabet, with permits allowing up to 1,000 Waymo AVs in Clark County and potentially 8,000 county-wide in 12 months. While the strategic push supports Alphabet’s long-run autonomy moat, near-term stock impact remains modest as execution and commercialization timelines unfold.
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