Tesla Expands Robotaxi Operations in Texas, Yet Trails Behind Waymo
Elon Musk's Robotaxi Plans Take Shape With Dallas, Houston Rollout, But Tesla Is Still Far Behind Waymo
Benzinga
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Tesla Inc. has expanded its Robotaxi operations in Texas, launching unsupervised rides in Dallas and Houston, while already operating in Austin. Despite this growth, Tesla's fleet of 25 Robotaxis is significantly smaller than Waymo's, which operates in 10 cities and completes 500,000 rides weekly.
- 01Tesla has launched unsupervised Robotaxi rides in Dallas and Houston, expanding its fleet to 25 vehicles across Texas.
- 02Waymo remains the leader in the Robotaxi space, operating in 10 cities with 500,000 rides per week.
- 03Uber has committed over $10 billion to enhance its Robotaxi services, including partnerships with Lucid and Rivian.
- 04WeRide and Baidu's Apollo Go are also expanding their Robotaxi operations globally.
- 05Regulatory scrutiny has increased for Baidu's Apollo Go following incidents in Wuhan, China.
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Tesla Inc. (NASDAQ:TSLA) has ramped up its Robotaxi operations in Texas, launching unsupervised rides in Dallas and Houston, alongside its existing service in Austin. The company now operates a total of 25 unsupervised Robotaxis across these cities. However, Tesla's fleet is still far behind its main competitor, Waymo, which operates in 10 cities and completes 500,000 rides per week. In contrast, Tesla's growth comes as it struggles to match Waymo's success, which began its operations in June 2025 with an onboard safety driver. Additionally, ride-hailing giant Uber Technologies Inc. (NYSE:UBER) has committed over $10 billion to enhance its own Robotaxi services, forming partnerships with companies like Lucid Group Inc. and Rivian Technologies Inc. Other players in the Robotaxi market, such as WeRide and Baidu's Apollo Go, are also expanding their services globally. However, Apollo Go faced challenges recently when several of its Robotaxis in Wuhan, China, experienced a system outage, prompting regulatory scrutiny and halting new Robotaxi licenses in the country.
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The expansion of Tesla's Robotaxi services in Texas could provide residents with more transportation options, but the competition with Waymo may drive improvements in service quality and availability.
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