Tesla catches Waymo's Texas robotaxi fleet size in just 4 months vs 18

mitchdeg · x · 2026-10-31

A circulating comparison of Tesla vs Waymo robotaxi fleet growth in Texas shows Tesla matching Waymo's fleet size after only 4 months in the market, while Waymo has operated there for 18 months. If accurate, it's a notable signal that Tesla's deployment ramp is rapidly eroding Waymo's first-mover advantage in autonomous ride-hailing.

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