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Waymo reaches 1 million autonomous rides per month – Tesla plans entry with robotaxi fleet
The Google sister company Waymo is further expanding its robotaxi business and now records over 250,000 rides per week with paying passengers. This was announced by Alphabet CEO Sundar Pichai during an analyst conference.
Expansion of the service in the USA
Waymo only reached the milestone of 200,000 weekly rides at the end of February 2025. Since then, the service has been geographically expanded. In Austin, Waymo began operations through the ride-hailing platform Uber. Additionally, the existing service region from San Francisco has been expanded towards Silicon Valley. A start of the driverless offering in Washington, D.C. is planned for the coming year.
Waymo considers deployment in private vehicles
In the long term, Waymo could use its technology outside of commercial robotaxi operations. Pichai mentioned for the first time during the analyst conference the possibility of making autonomous driving features available for privately owned vehicles in the future. The goal is to continuously develop the driving software.
Competition Announces Entry
While Waymo is expanding its operations, other companies are preparing their entry into the robotaxi market. Volkswagen recently announced that it plans to bring autonomous vehicles onto U.S. roads via Uber starting in 2026. Tesla also aims to launch a robotaxi service in Austin starting end of June 2025, initially with 10 to 20 Model Y vehicles.
Tesla Relies on Its Own Robotaxi Platform
Tesla CEO Elon Musk also announced that autonomous driving functions for private Tesla vehicles are to be activated in several U.S. cities by the end of the year. Musk assumes that a large part of the current Tesla fleet already has the necessary hardware for fully autonomous driving. He is aiming for a market share of over 90 percent in the robotaxi sector.
Different Technological Approaches
Unlike Waymo, Tesla relies exclusively on cameras for environmental detection. Waymo additionally uses Lidar sensors (laser radar), which enable a detailed scanning of the surroundings. This technology does increase the cost per vehicle but provides more comprehensive sensor data for the driving software.
Regulatory Developments
The U.S. National Highway Traffic Safety Administration (NHTSA) plans to relax reporting requirements for accidents involving driver assistance systems. This could particularly benefit Tesla, as the company is under regulatory scrutiny in several instances due to its "Autopilot" system. According to media reports, the agency's activities are partly affected by cutbacks as part of Tesla's cost-saving measures.
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