{"id":613153,"date":"2026-06-04T19:40:00","date_gmt":"2026-06-04T19:40:00","guid":{"rendered":"https:\/\/buglecall.org\/?p=613153"},"modified":"2026-06-04T19:40:00","modified_gmt":"2026-06-04T19:40:00","slug":"mapping-americas-robotaxi-boom-as-driverless-fleets-hit-more-cities-2","status":"publish","type":"post","link":"https:\/\/buglecall.org\/?p=613153","title":{"rendered":"Mapping America’s Robotaxi Boom As Driverless Fleets Hit More Cities"},"content":{"rendered":"

Mapping America’s Robotaxi Boom As Driverless Fleets Hit More Cities<\/span><\/p>\n

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Robotaxi deployments are entering the scaling phase across major U.S. cities as Waymo, Lyft, Tesla, Zoox, and other autonomous vehicle firms push fleets deep into cities.<\/p>\n

The autonomous rideshare market remains in its early chapters, but the direction of travel is clear even to the modest observer: robotaxis are moving from the test phase to becoming an increasingly common sight on the roads.<\/p>\n

With that comes the general public capturing these robotaxis doing some pretty weird stuff<\/a> in the wild, such as bottlenecking in a quiet Atlanta neighborhood last month…<\/p>\n\n

And this.<\/p>\n

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Pro tip: Waymo is more drunk friendly than uber. https:\/\/t.co\/tYNgWzLBl5<\/a><\/p>\n

\u2014 Old Row (@OldRowOfficial) May 11, 2026<\/a><\/p><\/blockquote>\n

The latest update on commercial AV deployments comes from Goldman analysts led by Eric Sheridan, who told clients these deployments are gaining momentum.<\/p>\n

Based on NHTSA crash data from July 2025 through mid-April 2026, along with Waymo and Tesla disclosures on miles and trips, Tesla robotaxis had an accident every 100,000 to 120,000 miles<\/strong>, while Waymo had an accident every 150,000 to 175,000 miles.<\/strong><\/p>\n

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Tesla’s Austin fleet includes a mix of vehicles with and without safety monitors, while Waymo operates commercially across more cities and has a much larger fleet.<\/p>\n

Sheridan estimates that Waymo’s fleet size is over 3,800 vehicles (including 577 in Texas), while Tesla’s fleet in Texas is around 42 vehicles.<\/p>\n

SensorTower data for the US market shows that Waymo’s app usage continued to expand in April, though momentum appears to be slowing. Monthly active users rose 20% year over year<\/strong>, a slower pace than in recent months.<\/p>\n

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Announced current and future deployments<\/p>\n

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Sheridan’s ratings and price targets on robotaxi or robotaxi-aligned companies:<\/p>\n

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Related:<\/strong><\/p>\n