Pony.ai / ComfortDelGro (Singapore) — Pony.ai, with Singapore operator ComfortDelGro, opened driverless robotaxis to the general public in Punggol on 22 Jun 2026 — bookable by anyone via the Zig app. It is the Chinese operator's first fully public service outside China (April was invite-only) and a notable step in the global robotaxi race; Pony.ai targets 3,500+ robotaxis across 20+ cities by end-2026.
Waymo — Waymo suspended all freeway rides (San Francisco, LA, Phoenix, Miami) to improve construction-zone handling, after recalling 3,791 vehicles over flooded-roadway incidents — a notable safety pullback on its hardest driving domain.
China (MIIT) / Baidu — After 100+ Baidu Apollo Go robotaxis failed simultaneously in Wuhan (a cloud outage stranded riders up to two hours), China suspended all new autonomous-driving permits on 29 Apr 2026 — the first nationwide robotaxi licensing freeze.
Waymo leads on paid driverless rides and miles; Tesla is betting on a camera-only, mass-market path; Cruise exited in 2024. We weigh the very different strategies. (Our opinion, not investment advice.)
Our read — labelled opinion, not investment advice.
Cumulative rider-only miles are the experience base behind safety claims: more real, driverless miles means more rare situations seen and handled. It's the denominator under every crash-rate comparison.
“Self-driving” spans everything from lane-keeping (Level 2) to no-human-needed robotaxis (Level 4). Waymo runs Level 4 in set areas; most consumer “autopilot” is Level 2. The gap is the whole game.
Tesla — Tesla began public Austin robotaxi rides with no human safety monitor in the car (22 Jan 2026); by June it covered the entire Austin metro (~245 sq mi, ~13–20 Model Ys), though remote operators can still intervene.