The Ojai was previewed by SF Standard, which got a sneak peek but not, notably, a ride. That distinction matters. Waymo has been operating its existing fleet — the white Jaguar I-Pace units — in San Francisco, Phoenix, and Los Angeles under its Waymo One service. The Ojai appears to be the next hardware generation, but Waymo hasn't said when it enters commercial rotation or at what scale.
The Zeekr partnership is worth flagging. Zeekr is a premium EV brand under Geely, the Chinese conglomerate that also owns Volvo and Polestar. Waymo previously used Chrysler Pacifica minivans for its Phoenix operations and Jaguar I-Paces for its urban deployments. Shifting to a Geely-family vehicle is a notable supply chain decision, particularly given the current political climate around Chinese-manufactured components in autonomous vehicles. Waymo hasn't commented publicly on how that calculus was made.
What's verifiable: the car exists, it's been photographed, and Waymo says it's coming. What's not clear: production volume, rollout city, price point for riders, or whether the Ojai represents a meaningful improvement in the underlying autonomy stack versus a hardware refresh.
Waymo is majority-owned by Alphabet and has raised billions in outside capital. It is not profitable on a standalone basis, as far as public filings reflect. The robotaxi business is still a long-horizon bet, and a new color scheme doesn't change that math.
We'll know more when rides are actually available.