Investor Ross Gerber says he may have found a "secret" lot containing hundreds of Waymo‘s autonomous vehicles in California, suggesting the Alphabet Inc.-backed (NASDAQ:GOOG) (NASDAQ:GOOGL) robotaxi company could be preparing to scale its fleet.

Waymo Fleet Expansion on the Horizon?

In a post on the social media platform X on Wednesday, Gerber shared a picture of Waymo vehicles, including the “Ojai” Robotaxis parked in a lot in California.

“I found a secret lot today snooping around Santa Monica,” Gerber said, adding that there were hundreds of vehicles ready to be deployed. “Something crazy is about to happen,” the Gerber Kawasaki Wealth Management co-founder said in the post.

I found a secret lot today snooping around Santa Monica. It was filled with new Waymo's ready to deploy. 100s of them. Something crazy is about to happen… check this out. $GOOG pic.twitter.com/Ng3VcjjLXw

— Ross Gerber (@GerberKawasaki) September 16, 2026

In a separate post, the investor expanded on his earlier post. “Looks like Waymo is moving into big time scale mode,” he said. On the other hand, Gerber remained skeptical about Elon Musk-led Tesla Inc.‘s (NASDAQ:TSLA) Cybercab, which was wasting time because “they [Tesla] didn’t apply for an exception for having no brake pedal.”

Looks like Waymo is moving into big time scale mode. While tesla cybercab wastes time because they didn't apply for an exception for having no brake pedal. $GOOG $TSLA

— Ross Gerber (@GerberKawasaki) September 16, 2026

NHTSA Demands Tesla Cybercab Answers Under Oath

The National Highway Traffic Safety Administration (NHTSA) issued a special order for Tesla on September 10, saying that the company would be required to answer questions about the Cybercab under oath by September 30 as part of its examination of Tesla’s self-certification of the Cybercab following its Austin deployment.

Investor Gene Munster of Deepwater Asset Management, on the other hand, said that the NHTSA probe into the Cybercab operations was a “speed bump” for the Cybercab service earlier this month.

Waymo Enters Las Vegas

Recently, Waymo announced that it was rolling out its Robotaxi network in Las Vegas, touting its nearly 24-mile service area in the city. Waymo also said that it will expand its service to other parts of Clark County in the coming months. Waymo also says it will target a 2027 roll-out of its service in Tokyo.

Notably, ride-hailing giant Uber Technologies Inc. (NYSE:UBER) is preparing to launch an autonomous-vehicle pilot in Tokyo in late 2026.

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