Paid driverless rides per week — the clearest demand signal for robotaxis. Waymo is the volume leader in the US.
Waymo runs 450,000 paid driverless rides a week on 200 million rider-only miles, and 2026 brought the field's first paid rides with no steering wheel, a London licence — and its first real setbacks: a 3,791-vehicle recall, a freeway pause, and China's first nationwide permit 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.)
“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.
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