Can Tesla replicate its Austin robotaxi pace? Waymo data is stale, analyst notes
binarybits · x · 2026-10-29
binarybits discusses the robotaxi race on X:
- Questions whether Tesla can sustain its Austin growth pace or expand it to other cities — fast Austin growth may have required a whole-company effort, forcing slower per-city scaling
- Points out that Waymo's data in a circulating chart is 4-6 months stale, and Waymo added many cars in Texas in September
A data-grounded take on the expansion trajectories of the two leading robotaxi operators.
Related event: binarybits weighs whether Tesla Robotaxi can catch up with Waymo(8 posts)→
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