Organisation · Transport & Field
Lyft
Lyft is a ride-hail platform that, in its own words, no longer develops autonomous-vehicle technology: its quarterly filing says that after selling its Level 5 self-driving division in 2021 it must “develop and maintain partnerships with other companies to offer AV technology on our platform”, and that its Flexdrive vehicle-rental business is under 10% of revenue.1 The filing does not quantify autonomous-vehicle economics.1
Its best-documented arrangement is with Waymo in Nashville. Lyft said on September 9, 2026 that Waymo rides are available on the Lyft app, with Flexdrive managing a single fleet that is dispatched across both apps and matching on Lyft at no additional cost to the rider;2 its second-quarter release says fleet operations began in June 2026 ahead of an 80,000-square-foot purpose-built autonomous-vehicle depot, which a later post says opened with Waymo vehicles moving in on October 12.34 Lyft also began a pilot with May Mobility in Atlanta on September 10, 2025, using Toyota Sienna vehicles with a standby operator in each, and with no financial terms disclosed.5 Baidu’s annual report lists an August 2025 agreement with Lyft for Germany and the UK, which we have not seen confirmed on a Lyft page.6
For how these services are graded and where they run, see robotaxi services by city and status; for the money, see how robotaxi companies make money. Every figure is Lyft’s own statement or a partner’s.
Key facts
| Own AV technology | None since selling Level 5 in 2021 (Lyft-stated)1 |
|---|---|
| Flexdrive rental revenue | Under 10% of revenue (Lyft-stated)1 |
| Waymo in Nashville | Single fleet across both apps; Flexdrive fleet management; Lyft matching at no additional cost to the rider (Lyft-stated, September 2026)2 |
| Nashville AV depot | 80,000 square feet; Waymo vehicles moving in October 12, 2026 (Lyft-stated)4 |
| AV trips and revenue | Not disclosed in the Q2 2026 filing or release13 |
Appears in
Sources
- Lyft, Form 10-Q for the quarter ended June 30, 2026, filed August 7, 2026.
- Lyft, Waymo rides now available on the Lyft app in Nashville, September 9, 2026.
- Lyft, Second quarter 2026 results press release, August 6, 2026.
- Lyft, Flexdrive Nashville AV depot, October 2, 2026.
- Lyft, Lyft and May Mobility deploy their first autonomous vehicle fleet in Atlanta, September 10, 2025.
- Baidu, Form 20-F for fiscal year 2025, filed March 17, 2026.